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

Hi everyone, I have a situation, where there has been registered absence in the IEE Client - this absence is then showing as expected in PSO as a Private Activity. However, when changing the status on the absence in the Client to “Cancelled”, this status change is not reflected in PSO. In the Client, is can be seen that it’s in status “Cancelled” and nothing is showing on the Time Card Absence is working as intended, but not when it is cancelled. PSO: 6.11.0.21 IEE: IFS10 UPD5

Hi everyone, We are frequently seeing the error message “An error occurred on the Workbench Client” in the event logs, with Event ID 2310. Has anyone encountered this issue before and might know the cause or how to resolve it? Additionally, we’ve noticed that a deactivated resource alert is still being displayed – could there be a connection between the two issues? Thanks in advance for any insights or suggestions! Best regards,

Hello Expert, Could you please advise on how to handle the following use case in IFS Cloud and PSO? In our field service operations, we typically assign two or more technicians to a service job at the customer's location. It is only required that one of the technicians possesses all the necessary skills, while the others do not need to meet the same skill criteria. Is it possible to configure IFS PSO to allocate the activity to a primary technician based on a skill match, while assigning the remaining technicians based on availability and other constraints (excluding skills)? Thank you in advance. Regards,Bharathraj

in PSO road map 25R1, AUT-E-199 : Improvements in the Optimization Engine “The ability to define a location and regions for an activity, even though there will be no travel to the location as the work will be carried out remotely.” is this feature already released? Do we have any document related this?. we are looking for ignore address of the activity . Assign resources to activity based on skill and region without travel.

Hello Experts, Is it possible to see in the system, who has created the “Scheduling Optimization Configuration”. Do we have logs or report , where i can see when and who created this configuration in the system? Regards,Bharathraj

Hi. I need to update multiple contract statuses depending on another contract’s status. The solution im trying to use is having a table I created named c_contract_link where I list contracts that should be cancelled when the primary contract gets cancelled. Now im trying to mass update on the contract table using the values from the c_contract_link table. <perform_batch> <sequential_dependent> <mass_update_contract result_name="link_select"><hierarchy_select> <primary_table>c_contract_link</primary_table> <attrs> <attr>c_contract_link.linked_contract_id</attr> </attrs> <from> <table>contract</table> </from> <where> <data_constraint> <constraint> <left_operand>c_contract_link.contract_id</left_operand> <operator>eq</operator> <right_operand>@contract_id</right_operand> </constraint> <constraint> <left_operand>c_contract_link.cancel_with_primary</left_operand> <operator>eq</operator> <right_operand>Y</right_operand> </constraint> </data_constraint> <join_constraint> <constraint> <left_op

Hi. We are looking for 2 fields in the filter expression strings in PSO. The first would be the FSM Place. The closest we can find is “Location.Name” which gives us the FSM place name, but we also desire the place ID itself. Is this available? Secondly, can we filter by SLA type specifically? We would like to differentiate between “Primary” and “Standard” SLAs, regardless of base value in our filters. Thanks

Hello IFS Community, I am new to configuration in IFS Cloud and am wondering if there is any easy way to find out which arguments are expected by methods that can be found under Entity > Packages. I only seem to progress here using trial and error with some key fields. A current example would be the method MAINT_MATERIAL_REQ_LINE_API.Get_Task_Seq() on the entity MaintMaterialReqLine. Is there any documentation on this that i did not find yet? Not just for the specific case but in general?

Hi Team, We are exploring options to enhance user notifications in the FSM client screen and would like to know if it is possible to trigger a popup using business rules based on specific column values. Currently, we are aware of the "Type Alert" option, which allows us to display messages. However, we are looking for a solution that can throw a popup directly from a business rule trigger, rather than just displaying a message value. Additionally, we would like to understand if it is feasible to throw an alert or popup from business policies customization to inform the user. For instance, we have an OOTB method for attachments that triggers our customization policy. We want to return a message or alert in case of success or failure. Specific Requirements: 1. Popup Trigger: Ability to trigger a popup based on certain column values using business rules. 2. Customization Policy: Capability to throw an alert or popup from business policies customization, especially when an OOTB method is c

Hi Community, Looking for feedback on any observed issues or recommendations with implementation of CrowdStrike EDR on FSM6 on-prem servers. Thanks as always. Richard

Hi, I need to configure some new Task status in IFS cloud, and some status for IFS Cloud to Sync with PSO. In FSM 6 there is screen called Task Status but in Cloud Where I can find these configurations? Thanks,

Hi, I am finding when trying to rollback a schedule it can fail. In the example below I am trying to get 29th Apr (yesterday), but the Schedule Time comes up for May last year. I am finding sometimes the roll back works fine. In other times I shows me a date from a year ago, but the data in PSO for the plans are as if they’re live. Any ideas on this, or what to looks at in the events? Ady

Hello, Our customer would like to be able to see the calendar week in PSO, as we have it for example in Cloud. Is something like this possible? PSO: They would like something like this: Thank you very much, Iulia

We have been presented with a challenge to integrate IFS FSM6 with ServiceNow. I believe that due to company security policies we cannot integrate directly and need to use middleware or Saas like Boomi. We need to integrate both Incident work orders and asset information. Is this a difficult thing to do? Is a lot of development work needed and is there a need for a lot of FSM support? Any advice, guidance or support would be geatly appreciated. :-) Many thanks,

Hi Team, I am not able to create a new permission set by clicking on duplicate option. I am not able to copy existing permission and create a new one getting below error while doing so.

Can I install more than a single FSM Customer Portal. I have different requirements from different customers. Some need to add notes and others are restricted, also I’d like to offere different home branding to different customers as they are greeted by the home page. In short, different branding and different requirements by different customers. This is to be managed by a different instance of FSM Customer Portal being installed, and so each customer will have their own URL?

Hello, Our customer has the following scenario: Technicians have a shift template of 50 hours per week. However, they are only allowed to work a maximum of 38.5 hours per week. For example, a technician might work 10 hours on Monday, but in that case, they would need to work fewer hours on the remaining days so that the total weekly hours do not exceed 38.5. We’ve tried to replicate this for PSO using utilization or shift utilization, but these features are based on daily utilization and don’t help manage the weekly total effectively. Do you have any suggestions on how we could model this in the system? We are using PSO integrated with IFS Cloud. Best regards, Iulia

We have noticed that Line Code items are consistently assigned a ‘Bill Cost’ of $1.00 and we are not clear on what is causing this behaviour. The assumption is that a rule or parameter is making this calculation when the line code is added as a non part usage. Can anyone shed some light on how or where we can default this to $0.00? Line code set-up with Unit Cost as <blank> Thanks, Richard

Dear Community Members Ref 24R1 IFS Cloud + PSO Currently we are using Custom Events for various types of PUSH notifications for our integration layer, In reference to different entities tables example JT_TASK_TAB, JT_EXECUTION_INSTANCE_TAB, SVCSCH_TASK_ALLOCATION_TAB from IFS Cloud. We came to know that SVCSCH_TASK_ALLOCATION_TAB custom events push notifications can have issue in IFS Cloud and recommended not to be used. Instead of push we should do the pull for allocation information from IFS Cloud. Would like to know if any customers have successfully implemented the push notification of SVCSCH_TASK_ALLOCATION_TAB without any issues or who faced issue when implementing same? As we understand the pull will be more heavy on server when compared to push. We would like to have Realtime allocation information as visible in PSO in our integration layer, via push mechanism to avoid load on server or make redundant calls . Thank you in advance

Dear Community Members Ref: IFS Cloud Work Task / PSO We came to know ,it is advised not to use Allocation on Demand / Direct Allocation when using WorkTask with Resource Demand and using PSO. Can you please share if we have other members here who are successfully using allocation on demand (jtExecutionInstance) options in IFS cloud to assign tasks towards PSO without any side effect? Is there any product limitation or known issues, why Allocation on Demand should not used when supported by IFSCloud and PSO? Thank you in advance

Hi team, As per current design in PSO Appointment template we can keep the similar pattern of Timing for example : 8:00AM to 10:00AM, 10AM to 12AM etc. But there is a requiremnt this pattern should be changed for Weekend i.e 9:00AM to 11:00AM, 11:00ETC

Hello everyone, When reviewing past activities in PSO, we noticed that the displayed travel time is shown from the resource to the activity - instead of from one activity to the next, as expected.Do you have any idea why this might be?Could it be because the activities have been allocated (and not committed) and are in the past? Thank you!

Hello, I am not sure why our task.schedule_value is changing from 20000 to 38000. BR 99 is set up to update task.schedule_value to 20000. Response Code value is blank.