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

We are investigating the NGSM  (Request Management) as the Maintenance side  (Work Orders, Work Task) is slated to be depreciated by Nov 2027.Whilst we can replicate exisiting business processes almost on a like-for-like basis between Maintenance and Request, we do have some questions regarding fields we currently use for custom event validation and posting controls.The Customer tab is not on the Request Task, this we can manage as the information is still on the Customer Information Field Set, so we can get Order Type, Coordinator and Customer from there. What we are unable to figure out is how to set up Pre-Posting for this. We do not find anything except T57 to enable, which is already there for legacy setup on Work Task.Pre-Posting does exist on Services under the Request,but even if we enble this in Posting Control We can not seem to get it enabled for  The field for Pre-Posting is available in the underlying view, so I do believe it should be possible to enable.   Is there perhap

Hi all,We run FSM 6 Update 29 on-premise, with the Mobile Service on its own server in our DMZ. The Mobile Service download folder has grown to about 85 GB and nearly 100k files, and nothing in it ever seems to be removed.We've compared our setup with the U29 baseline database and can't find any scheduled process or app parameter that manages this folder. MOBILE DEVICE CLEANUP removes old device records and their messages from the database, but it doesn't touch the files on the Mobile server.From what we can see, the folder holds:- cached attachments (plus .zip copies of older ones)- device init databases (PERSON__DEVICESEQ.zip). Every init seems to get a new device sequence and old ones are never removed, so one user has 25 of them going back to 2021.- image zips- a few hundred .tmp files left over from downloads that seem to have been interruptedHow do other on-premise customers handle this?1. Do you clean up this folder, and if so, how (a scheduled script, an IFS-provided job, a set

We have integration between IFS Cloud and PSO, For the dataset in Scheduling dataset Parameters scheduling work days is set to 5 and Appointment window is set to 30 Days We are using Appointment as the process type of our schedule, However i can see order with SLA start of March 2027 also visible in PSO,Is this valid since i would expect orders whose SLA start is within the next 35 days to be visible in PSO.   

Hi Everyone,We are using IFS Cloud with PSO and MWO, with crews (team resources) in the schedule.What we see:When an individual resource logs in or out of MWO, PSO shows Login/Logout event markers on that resource  Gantt. When a crew leader logs in to MWO, the markers do not show on the crew (team) row shows no Login/Logout indication.Our questions:Is this standard behaviour, and has anyone found a way to get crew-level visibility, such as a configuration, a custom setup or an enhancement request? Is there a PSO parameter or configuration that controls whether Login/Logout events are displayed at crew level? Are these events always posted against the individual resource, or can IFS Cloud send them against the crew (team) resource?Any experience, documentation links or guidance would be appreciated.Thanks in advance!

Hello, I have asked this question before but I would like to get final confirmation that IFS Cloud does not currently support the ability to schedule workflows to get run. Workflows can only be run via an event action or projection action. Is this correct? Everything else is a work around that IFS Cloud is not intended to do.  Thanks,Bryan

When entering a new Note_Type record or try to edit an existing record I receive the following error:ff<perform_batch><sequential_dependent><update_note_type regex_validated="true"><note_type><insert is_initialized="false" /><note_type>RSD</note_type><active>Y</active><description>Red Site Details</description><package_extract_action>EXTRACT</package_extract_action><sequence>10</sequence><show_on_ui>N</show_on_ui><user_def1>N</user_def1></note_type></update_note_type></sequential_dependent><authentication><session_info><token_id>thCUsHX1tzriZiwWwdGYCT6pfOEFntffpg2lj3hj36KTJJohkbuiSlTktx54BYeb3SekpPGCXHb8V4HK8KBY9OaH/UczYCUaaLK3vRiye3wMHx08d+2ToR7w5rzEAscN</token_id><session_id>aXoU3fiWV0s+Af9tHe5xnmRdI5ghZ4/GrAOXYVVTqNqNCCAoKnzYHfidhUbqB2tiARmnL3uwQl/EVUkEICgxKw==f4+rP3Hg3YzcyEtxtEvETw==g3YW/QTPxrpcEtJ4CMAomQ==</session_id&

We use the FSM6 Customer Portal and I have lobby tiles but I cannot work out how to be able to select a request from within the customer portal lobby tile. What configuration is needed in the tile Element Designer or also within the Customer Portal to be able to select and open a request within the Customer Portal?

I have several NOTE_TYPE alerts in FSM6u32 that pop up in the bottom right corner of the smart client when a particular REQUEST.PLACE_ID is selected, this is used for HSE warnings etc.When using the Projects functionality, why do popups not appear when selecting a PROJECT.PLACE_ID?How do I fix this so the same popups appear for Project Places as Request Places?Thank you. 

Hi,I have observed the following behavior and would like to understand whether this is expected or if there is any setup that may be missing.When a Service Request is created directly for a Service Object that has an active customer warranty, the warranty is automatically applied to the newly created request scope, and the price rule from the warranty is correctly derived.However, when the Service Request is created through a Case handover process, the warranty is not applied to the request scope.Has anyone come across this behavior before?Is there any specific setup required for warranty validation when a request is created from a Case handover?Should the warranty and associated price rule be automatically inherited in this scenario as well?Or could this be a product defect?We are using IFS Cloud 26R1 and would appreciate any guidance or insights.Thanks,Nethmini  

Hi,I am looking for clarification on the expected behavior when using the Purchase Order supply code with the ‘To Service Location’ delivery method.My understanding is that when this delivery method is used, the system automatically generates a warehouse if no warehouse exists for the address specified on the request task. The warehouse is created using the next available warehouse ID in the sequence.Additionally, if a warehouse has already been generated previously for the same address through this process, the system correctly reuses the existing warehouse instead of creating a new one.However, I have encountered a different scenario:I manually created a remote warehouse for a service location. The warehouse was configured with the address type Geolocation and assigned the same address that I intend to use on the request task. A Default inventory location exists and my user is also connected to the warehouse. I then created a request task using that same address ID. When I created ma

Any concerns with the recent PHP security vulnerabilities with FSM and PSO? We are currently on FSM 6 Update 35 and PSO 6.17.0.97

We have requirement from a customer that they would need around 3 months of appointment slots to be shown.While we know almost 600 slots will break the system in one go, there was a question if system can handle parallel requests.Which means about 10 parallel calls with different start dates associated to the same activity each giving like 50 slots (lets just assume 50 slots work for now). Can someone please help if this works properly? We just ran the test via postman, but the results are not consistent. Sometimes it give results, sometimes there are errors. Not sure what is the reason for that.Also, even though the SlotRowNo is same in all the request responses, we are allowed to confirm the slot from first request (which is not the latest) which for me is very strange. Is it how we are expecting the system to work?We are currently on IFS Cloud 25R1. Awaiting the response at the earliest based on your experience.

There is a requirement from customer  that in they show upto 2months of Slots[400 Slots] on there portal for customer to choose from which means the best practice of 20 slots is not going to fulfill the requirement hence we need to understand to what maximum extent this value can be increased without impacting the PSO. Your timely suggestion will help me a lot

Hi Experts,We have a specific requirements from customer. Does anyone faces such situation, your guidance is highly appreciated.Customer has an Appointment Window for 6 months in current legacy system. So they want the from IFS too. But as per IFS that long window is not allowed. Do you have any best practices for the Appointment Scheduling window. I have experience of having 42 days Scheduling window (3 days Dynamic Work Days + 39 Appointment Work Days) but not working with 6 months window. If IFS doesn’t handle such long window any workaround to handle 6 months appointment booking window.Your timely suggestion will help me a lot. Regards,RR

Hi Community, Please could someone share the latest MessageTexts file for the latest PSO version, or point me to where to get it?I have it for 6.15 but would be useful to have for all PSO versions. Thanks,Ben

Hi Community,we are just starting the implementation with IFS Cloud 24R2.We are using Boomi for integration and want to use the IFS Partner Connector.Is there a possibility to use Batch Requests in the IFS Partner Connector (see https://docs.ifs.com/techdocs/24r2/040_tailoring/300_extensibility/050_ifs_odata_performance_and_security_optimization/020_batch_requests/).Thank you for your help!Best,Oliver

Our IT/IS team has change after a business acquisition, as a result a new process is in place for Server Policy updates. On occasion, after the server updates the server may be restarted. It appears that the application server does not always reconnect to the SQL Database server..~What should the excepted behavior be? How many attempts and and at what frequency (e.g, every 60 seconds). Is this managed via app params or a config file? Result is that on occasion, the users lose connection and cannot log in until the services are restated or the application server is restarted.

Hi everyone,We are facing an issue in IFS Cloud where company-owned objects are not available to select as an Item ID on a Service Contract Line. Business RequirementIn our Equipment Object Navigator, we have a top-level object under which we maintain all of our company-owned assets.Our requirement is to select the top-level object as the Item ID on the Service Contract Line. At the time the Service Contract is created, we do not know which specific company-owned asset will be used for the contract. Therefore, selecting the top-level object allows us to assign the appropriate company-owned asset to the Work Task at a later stage.This functionality was available in IFS Applications 10, where we were able to select the top-level object as the Item ID on the Service Contract Line. Issue in IFS CloudIn IFS Cloud, within a Service Contract, the Item ID LOV on the Service Contract Line only displays customer-owned assets associated with the customer specified on the Service Contract.As a res

Look specifically at Fault Type, Cause and Performed Action. Not sure what settings makes these fields mandatory or not? Thanks  

Hi Team, We are trying to restrict task allocation to a specific shift by marking a skill as “Not in use cost” to 100000, but tasks without that skill are still getting allocated to the resource.Is this standard functionality in IFS Cloud, or is there an alternative way to achieve this restriction? Any advice would be greatly appreciated.we have notice typically dependency tasks are getting allocated

Hi Experts,I have 3 queries, could some one help at the earliest:Resource Cost calculation in PSO. Any specific document or formula is there which tell me the resource cost. How the resource cost can be viewed in PSO. Base value we can see but where we can find the Cost. Last one, if my activity is of 2 hrs which is completing in the normal shift (8:00 AM - 4:30 PM). If the travel back to home is 30 mins from the last task and is in the Over Time (4:30 PM - 8:30 PM) does PSO calculate the travel cost for return with respect to Cost/Hr or Cost/Hr(OT) ?Your timely response is much more appreciated. Regards, 

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In the work task page, under the “Expenses” tab, I would like to display the “duplicate” button.This button is displayed in the “planning tab” when you select a lneI have looked into the page designer but I can’t find where to do that. 

Within the Customer Portal, is it possible to configure the ability to add/edit Request Notes or not on a user by user basis? i..e Similar to the REQUESTCREATEUPDATE Role?  I can see in the workflow configuration on the Customer Portal that you can set this permission in the workflow, but this seems to apply to ALL users.  We need only some users to add/edit Request Notes. Is this possible at all please?