Field Service Management (FSM) & Planning and Scheduling Optimization (PSO) | IFS Community

Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

This will include questions related to FSM and PSO.

  • 931 Topics
  • 2,498 Replies

931 Topics

M
Do Gooder (Customer)
m100203Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

lobby

 Elementary design is a part of FSM, inside the designer we have written some query and the condition is not giving the result, we need resolution from community.

4
M
Do Gooder (Customer)
just now
S
Do Gooder
seedaDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

XML Maps - Migration

Hi All, How can we migrate XML integration maps from one environment to other environment ? Any document reference . 

2
Saranga Amaraweera
Superhero (Employee)
2 hours ago
A
Sidekick (Customer)
ATZSUMITSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Technician can see only their task in Webclient/Smartclient

Hi,   When a technician login into smart client or webclient. He should only see the task which are assigned to him not all  the task assigned to his access group.Is that possible in Smart client that only task related to a person_id can be seen?

1
S
Hero (Employee)
2 hours ago
G
Do Gooder (Employee)
GeeklkDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM - Time Clocks

Hi All, I have an issue with configuring automatic Time Clocks to the TASK table.Please find the attachment of the Time Clocks screen to see how I have configured the settings. I have configured these settings to record a NPU (Labor and Expenses) according to the status of the task. This was configured in the FSM 6 CMB Smart Client, and it didn’t work on this environment (It simply did nothing, there were no errors) but it worked on the FSM 6 US Smart Client.  Kindly let me know the correct steps to setup automatic Time Clocks and why this was working fine in US environment but not in CMB environment.Thank you Best regards,Geeth 

1
Saranga Amaraweera
Superhero (Employee)
3 hours ago
B
Do Gooder (Customer)
BjornDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mark holidays in calendar with color

Is it possible to show public holidays/non-working days (f.ex sundays) as a different color in the datepicker?Marked days are non-working days and public holidays, and we would like to have these in another color/greyed out/etc. to indicate to the user that the day is not selectable.This applies to all datepickers, and should follow a specific calendar.

2
Saranga Amaraweera
Superhero (Employee)
3 hours ago
Brian Maus
Do Gooder (Customer)
Brian MausDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Access Groups - child records to have same Access Group as parent?

(FSM 6) We’re making some changes to data visibility in FSM and are trying to set all Tasks to be in the same Access Group as their parent Request - even when the parent Request updates. The predefined business rules for setting Access Groups (67, 70) only fire before insert/update for their associated tables. This means a Request’s Access Group may change and the Task won’t follow it. Those rules seem the only way to change the Access Group of a record in FSM - meaning I can’t just make a custom rule that updates that column. I could make a custom rule that updates a userdef on the child Task when its parent Request is updated to trigger the appropriate predefined rule but that seems hacky. Am I missing a better approach to this or some key understanding of how the rules behave? Would rather write a hacky rule than change how we’re using the fields because that would break some of our reporting, but if I can avoid creating a new rule entirely - even better!

0
Brian Maus
Do Gooder (Customer)
11 hours ago
J
Do Gooder (Partner)
joana.m.machadoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Outbound Message - Processes

Hello, We are trying to put together the xml maps for an outgoing message.  In this message we want to send  the result of an integration function (with different inputs) in two different tags: The expected result is “ok” for the AtewlsNotes - result of the first process - and “notok” for CheckNetworkChange/Code - result of the second process.However what we obtain it the following:  It seems that the result of the second process is being stored in the first tag.Is this the right behaviour? Kind Regards,Joana Machado

4
Anjula Priyanath
Hero (Employee)
16 hours ago
A
Do Gooder (Customer)
AngeloPavDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM6u16 Reports issues, potentially after MS Server updates

Hi there are there any known issues with regards to MS Server updates impacting the Reporting function of FSM6u16? In our Dev environment running Reports and using the Print button worked fine Our servers were patched over the weekend and on Monday running a report or click the Print button returns an error implying that the Reports Path is incorrect.. As I said it was working one day and not the next with the only obvious change being that the server received some updates over the weekend.System.IO.FileNotFoundException: Report file FMS_GTS_0001_Requests_v1_3.rdlc not found.  Check CLIENT_REPORTS_PATH setting.   at Metrix.UI.ClientReport.RdlcReportHelper.OpenReportFile(String reportName)   at Metrix.UI.ClientReport.RdlcReportHelper..ctor(String reportName, String reportRefName, Boolean isSubReport, Dictionary`2 reportQueries)   at Metrix.UI.Util.RunReportingService(String reportNameWithParameters, String outputFileType)

1
Anjula Priyanath
Hero (Employee)
16 hours ago
D
Sidekick (Customer)
dmooreSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Adding Work Type to Work Order

Good morning,I am unable to add a work type to an existing Work Order. A message stating : 'work type can not be changed when one or more posting rows are transferred to customer order'At present the Work Type field is blank.Can you advise how I can rectify this?Thank youDave

1
Thommy
Hero (Employee)
18 hours ago
S
Do Gooder (Customer)
sinybDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Schedule Status in FSM

Hi,Using FSM6U13, PSO 6.7.0.30We are currently having some issues understanding the schedule status in FSM. On the task, as my understanding, the scheduling status should be changed based on the status in PSO. However, we are currently experiencing a lot of the tasks that are open have no scheduling status in the task table. Is there any smart way to troubleshoot this particular issue?

4
S
Superhero (Employee)
19 hours ago
S
Do Gooder (Customer)
sinybDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Extend "End of scheduling window" in PSO

Hi,Using PSO 6.7.0.30.We are trying to extend the scheduling window in our Gantt view.This is marked in PSO as a vertical blue line, but we have not found any parameter to extend this window. Where is the possibility to configure this?

1
S
Superhero (Employee)
19 hours ago
R
Do Gooder (Customer)
rifasrajaDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PM Setting start date is not matching with Planned date in maintenance Plan

I am wondering why sometimes the PM setting start date is not matching with planned date in maintenance plan.I think something went wrong on the specific PM line because others PM line in same contract created correctly.Any help would be greatly appreciated.Thanks,   

2
R
Do Gooder (Customer)
22 hours ago
JuniSihombing
Sidekick (Customer)
JuniSihombingSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Refresh Cache/Refresh Cache Full throws error: Incorrect syntax near 'EN'

Hi,on our DEV, when running refresh cache or refresh cache full we often get error: The following system level exception was generated by the application: Incorrect syntax near 'EN'.Contact your system administrator for assistance. The server log or event log may contain more details about the error. After executing the refresh cache for several times the error doesn’t appear.  And the next refresh cache, the error reappears.Any idea what causing the error? -- server log showed info like this:Timestamp: 2022-05-20T11:57:08.1490252+00:00Message: SQL Server Exception: number=102: Incorrect syntax near 'EN'.Machine: DW1MDWK0000AUApp Domain: /LM/W3SVC/1251523880/ROOT-1-132968143322143582ProcessId: 10176Process Name: w3wpThread Name: ServiceRequest_456Timestamp: 2022-05-20T11:57:08.1802774+00:00Message: SQL Server exception (102:Incorrect syntax near 'EN'.) executing following SQL:SELECT MESSAGE_ID, LOCALE_CODE, MESSAGE_TYPE, MESSAGE_TEXT from metrix_message_def_view where LOCALE_CODE in ('

6
JuniSihombing
Sidekick (Customer)
1 day ago
T
Sidekick (Partner)
TierajengSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO/DS Workbench Map View looks empty

Application :- IFS Apps 9Application:- PSO 5.9Issue:- PSO/DS Workbench Map View looks empty. Only resources are visible so what could be the issue.

1
S
Superhero (Employee)
1 day ago
M
Sidekick (Partner)
MirajSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Web client script to poll for change in the record

Hi Experts,I would like to know whether the following scenario is possible via a client script, We send an outbound integration on a particular entity with the user who created as a part of the body (ex: request_id, created_by)  At a later point another request comes in as an inbound integration (not a response to the previous one, this is a separate request) with some additional info alongwith the initially sent fields (ex: request_id, created_by). We update the additional fields on the particular entity. At this point, if the user is on the same screen on the webclient, is it possible for the user to be notified that the entity has gotten updated by the integration? I tried with an alert BR, but since these are separate processes the alert isn’t shown. I am thinking of a client script solution where we could introduce a poll on an interval to check for a change in data and show an alert based on a change. I couldn’t find a client script function which could do this kind of polling. I

3
S
Hero (Employee)
1 day ago
JitheshP
Sidekick (Partner)
JitheshPSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Impact of Timezone change

Hi,Could I understand the impact of updating the FSM DB Timezone from customer timezone to UTC.How the old data can be restricted if it all possible. Regards,Jithesh

0
JitheshP
Sidekick (Partner)
1 day ago
A
Do Gooder (Partner)
ajayifsDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Save FSM Attachment into NFS drive

Hi Team, We have a requirement to save attachments into NFS drive that needs credentials to access it. We have tried configuring the NFS path into the ATTACHMENT DIRECTORY app param. But when we are trying to save attachment, it gives below error. The username or password is incorrect. We understand it is because credentials are required but there is no setting to set credentials for Attachment directory. Request you to please advise on how we can save attachments into NFS drive. Also can you please advise what is required to access these attachments once they are saved.  Regards,AJAY 

1
R
Hero (Employee)
2 days ago
JitheshP
Sidekick (Partner)
JitheshPSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Restrict Team on schedule board

Hi Team,Is there any way we can restrict the Team ID drop down in the schedule board.As I understand it displays all the teams related to the assigned roles but can we limit them to show only few somehow. Please advise.

1
Saranga Amaraweera
Superhero (Employee)
2 days ago
M
Do Gooder (Partner)
Mohammed_JavedDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Sending resources from FSM to PSO

I have created resources and have checked the scheduling option in person screen. I have added the resource to respective team and can also see the concerned resource_id in the resource screen in FSM. I have also enabled App Param EXPORT TASK TEAMS with the concerned team_id but i am not able to push resources to PSO. I can see the places and tasks created in FSM being pushed to PSO but not resources.I have checked with the below mentioned query in SQL and i am able to get the resource id of the resource I had created in FSMselect * from THREESIXTY_RAM_LOAD_HISTORY order by loaded_dttm descCan anyone suggest what further changes/configurations do I have to make to push resources from FSM to PSO?

1
Saranga Amaraweera
Superhero (Employee)
2 days ago
J
Do Gooder (Partner)
joana.m.machadoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

ORA-00932:Inconsistent datatype while updating Table

Hello all, We were trying to update a field on table C_TASK_EXTENSION (an extension of Task table) and we got the following error: After some explorations, we noticed that this error only occurred when we had a field of the type Longstring populated:  However for example, if we try to update in other table some field when that entry has already a longstring field populated the error does not happen (for example when updating ADDRESS with COMMENTS field populated and also updating a custom table). Has anyone faced this issue before? Kind Regards, Joana Machado

2
A
Sidekick (Employee)
2 days ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Connect - Pass data as an Array using JSON

Hi,I have a JSON Connection which is 99% there.The extract column ‘channels’ needs to be passed as an array, extract from the API Guide.What do I need to set and where on the XML Mapping so the ‘channels’ extract column is passed as [“SMS”]. Currently it missing the square brackets outside the quotation marks. I cannot add the square brackets to the value as it passes them inside the brackets when triggered. Any suggestions? Regards Ady

4
AdrianEgley
Hero (Customer)
2 days ago
B
Do Gooder (Customer)
BjornDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Logging user login and their environment

Hi!As we have a lot of users using both mobile/portal and smart client, we’d wan’t to track the usage of the different “licenses used”.F.ex a named user has the ability to both log in to the mobile, portal and smart client, but is there any way we are able to log/track usage of each of these?We’ve tried adding br’s for person_login_history to add data when the table is inserted to, but to no avail, as this seems to be inserted before the br’s are able to run.So, is there a reasonable way to differentiate between different types of login and be able to log this information?

3
R
Hero (Employee)
2 days ago
T
Do Gooder (Partner)
TatSrikaDDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Replication Disaster Recovery

We are building a disaster Recovery system for our current FSM application .How can the replication happen between current production file system and disaster recovery site.Any Ideas  

0
T
Do Gooder (Partner)
3 days ago
Hushan Hasarel
Hero (Employee)
Hushan HasarelHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Webclient & Web client Portals show Http 500 error but smart client works

Hi Experts, I’ve come across an issue where customer is having problems with Web client and Tech portal (It’s the only web client portal they use) and it is showing Http 500 error. Customer has FSM6U9 and they have implemented this on a new server for UAT testing.We have confirmed that they have installed “dotnet-hosting-3.1.12-win.exe” and other runtimes. We have checked if there are any IIS errors on the Windows event viewer and there aren’t any. Problem is ,even when we try to access web client from IIS manager itself using browse application option, it still shows this Http 500 error which means localhost doesn’t work for any web client. However their smart client is working fine.What are the possible causes for this ? What needs to be checked further ? Quick reply would be much appreciated. Thanks in advance !!!

2
I
Do Gooder (Partner)
3 days ago
ctaylor56
Hero (Partner)
ctaylor56Hero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Not Seeing Modelling Data in PSO Resource Shift with Apps 10

I have created my Modelling Dataset in PSO and APPS.  I have also created the Travel Cost Model and Rule Collection in Both Systems (with matching ID’s).  The Modelling dataset is defined on my scheduling dataset.  When I send my load and look at the shift of my resource, I am not seeing the Travel Cost Model ID.  Any idea why?  I can only seem to see it if I create a ROTA with the same ID as my Modelling Dataset, but then I end up with 2 schedules (One from my ROTA and one from IFS HR).  

2
ctaylor56
Hero (Partner)
6 days ago

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