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

This will include questions related to FSM and PSO.

  • 3,264 Topics
  • 8,657 Replies
3264 Topics
Alexander Heinze
Ultimate Hero (Employee)
Alexander HeinzeUltimate Hero (Employee)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
IFS Cloud - Scheduling demystified (24R2)

Scheduling Demystified has been updated to 24R2. As usual, headlines are tagged with “24R2🌟” for new capabilities, “24R2 ↗” for improved features, and “🖊” for new chapters on existing functionality. Newcomers will find many new conceptual explanations and How-To’s.If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.232 pages cover:Preamble: Direct Assignment vs. Dispatch Console vs. PSO Work Order Management vs. Request Management Modelling Dataset vs. Scheduling Dataset Scheduling Dataset Parallel Background Processing Modelling Dataset and Basic Data Scheduling Optimization Dataset Scheduling Exceptions Communication between MWO, Dispatch Console and PSO Shift Templates The Supply Side of Scheduling: Resources Skill Management The Demand Side of Scheduling: Tasks Availability Patterns Appointment Booking Dispatch Console Direct Assignment Resource Management Integration APIs Appointment Booking Integration API Troubleshooting Don’t f

12023
Alexander Heinze
Ultimate Hero (Employee)
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM: Billing Generation: Removing option for "Include Contracts"

Hi Team,We are looking for an option to disable the “Include Contracts” option in the Billing Generation Screen. Is there any option for achieving the same.

1681
P
Do Gooder (Employee)
A
Do Gooder (Partner)
afarhatDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Map Licence Key Included: NO

Hi dears,Is it the Turn by Turn Licence would activate the MAP Licence Key Included?I did configure the Turnbyturndirectionskey to the key provided and the TurnbyturnDirectionsprovider=BING. But still i have Map License Key Included:No.   

143
A
Do Gooder (Employee)
Miruna M
Sidekick (Partner)
Miruna MSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Parts in PSO (integration to IFS Cloud)

Hi,It is possible that PSO takes into account the stock of a resource before allocating the activity? Please take into account the fact that data comes from IFS Cloud, it is an integration between PSO and IFS Cloud (FSM). At the moment I do not see the ,,parts" tab on the resource, in PSO.Thank you in advance!Best Reagrds,Miruna

915
S
Superhero (Employee)
A
Sidekick (Partner)
arti.sagarSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Barcode Scanner Support in FSM Baseline Android App

Hi Community, Does the FSM Baseline App support barcode scanning on Android devices? If so, which version of the app introduced this feature? Thanks in advance for your help!  

91
Chethana
Sidekick (Employee)
E
Do Gooder (Customer)
EVongDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Use Place ID's 'Ship To' address when generating from Contracts

For customers who have a “ship to” address in their place ID, is it possible to have Requests generated by Contracts pull the ‘ship to’ address in the part needs, instead of the Customer’s default address?

61
Shneor Cheshin
Superhero (Employee)
J
Do Gooder (Partner)
JainAyushiiDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Mobile Application Error-stringByReplacingOccurencesOfString:With String

Hi,I have created new screen under debrief workflow as the part of requirement and added task id field on the screen.So i am trying to fetch the current task id for that column in new screen which i have created. But i am getting below error:stringByReplacingOccurencesOfString:With Stringunrecognized selector sent to instance (Oxbcc87a88be04eeb5) Can anyone please help me on this?

123
Shneor Cheshin
Superhero (Employee)
B
Sidekick (Customer)
BhanwarSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Dispatch Console vs PSO InActive Resources 23R2

IFSCloud 23R2Currently we are using Dispatch Console for day to day Resource and Work Task Activities.We see there is one key difference in Dispatch Console and PSO ie PSO does not show Inactive resource as expected ie Scheduling Resource(InActive), However Dispatch console does not consider this and will always show all resources regardless of Active/Inactive. This is causing issue for dispatcher, as it is hard to manage resource without any filter and this behaviour and they often end up scheduling to InActive resources during manual scheduling. Can you please advise how are other customers dealing with this behaviour, is this normal behaviour or environment issue at our end? How can we limit Dispatch Console to show valid Active resources only. Thank you

1087
J
Do Gooder (Customer)
E
Do Gooder (Customer)
EdBurton_CrDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Service - Request Cost and Sales - Invoice Preview by Scope Fault?

Hi, We have completed work on service request 2368.  The service request has 2 scopes: 2372 and 2371.  We want to generate the Invoice Preview’s by scope which is an option.  The issue we are having is IFS is generating 1 Invoice Preview for Request ID 2368.  We are expecting an Invoice Preview for 2372 and a separate invoice preview for 2371.  See screenshots below.  Is this operator error or a fault? Screenshot of Request Cost and sales - showing 2 scopes tied to 1 request We are attempting to generate invoice preview’s by scope. 1 invoice preview generated.  We were expecting 2. 

332
Thilini Kumarasinghe
Ultimate Hero (Employee)
george.dounoukos
Do Gooder (Customer)
george.dounoukosDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Updated routes / maps for Greece

hi allCould you please let us know how we can validate we do have the latest mapping - routing for the Greece? We are using the HTM v4 in the PSO 6.15.0.75. But we need to ensure that the data inside are accurate. Thanks in advance

223
roklde
Superhero (Employee)
E
Do Gooder (Customer)
endreavinorDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Different internal rate/cost for users in same resource group based on different Time Types? Normal work hour price, 50% overtime etc.

Hi there IFS community!We want to manage both internal cost and potential sales price based on Time Type — without splitting the resource group? For example, electricians working during daytime cost the business $100/hour, but if they work at night, they cost $180/hour — all within the same resource group, but using different report code or Time Type? Is it possible to configure this in IFS Cloud without needing separate inventory parts or resource groups — just by using Time Type  and internal price configuration?  Thanks in advance!  

332
K
Sidekick (Partner)
D
Sidekick (Partner)
DurgaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM client smart: Server has not responding error while login

Hi All,we are frequently facing issue with smart client when we are trying to login getting below error server not responding . Kindly advise  on this.   Thanks,Durga

111
roklde
Superhero (Employee)
N
Do Gooder (Partner)
niteshtDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Resources are available in Scheduling--> Resources but Unable to see resources in Planning--> Resource Data--> Resources.

Resources are available in Scheduling--> Resources but Unable to see resources in Planning--> Resource Data--> Resources. Any Idea what needs to be checked?

120
N
Do Gooder (Partner)
T
Do Gooder (Employee)
Thanuja PeirisDo Gooder (Employee)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Enhancement request: Add the Work Order Directive in the Work Tasks table of Dispatch Console

Work Order Directive is very important for the Dispatchers who plan tasks for technicians. So, it is convenient if they can view it from the Dispatch Console page without navigating to the WO page to see what it is about. This feature is currently available for Requests.Figure 1: WO directive is not visible (unlike the Request description) in the WT table in DC  Figure 2: Directive as appeared in the Work Order PageFigure 3: Request Description 

70
T
Do Gooder (Employee)
B
Sidekick (Customer)
BSiemundSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Mobile (Update 31) doesn´t show attachments

Hi all,we´ve updated from FSM6_U25 to FSM6_U31 a few weeks ago. Now we´re facing an issue with the DebrieTaskAttachment screen.We are able to upload attachments but the attachments are not displayed in the mobile-client.What we figured out so far, it´s related to our design as it works with the base design.We´re using only the windows-client. Does anybody have the same issue or knows how to solve this issue?ThanksBenjamin 

6510
B
Sidekick (Customer)
B
Sidekick (Customer)
BSiemundSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Date format in notification messages

Hi,we would like to format some dates in the notification messages.There are functions like place_time, person_time and time_window.But is there a function to get the date only, so without the time?Reason is, we like to inform our customers about appointment via email but we don´t want to have a time in those emails.Anybody any suggestions how to archive this?ThanksBenjamin

120
B
Sidekick (Customer)
R
Do Gooder (Partner)
RaviprasadpremDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
25R1 missing multiple address for a common location

There is a business requirement for one Location with Multiple Address ID which is missing in 25R1, this scenario was configured in 24 versions. This works in 24 versions 

100
R
Do Gooder (Partner)
dhwe
Sidekick (Partner)
dhweSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Request Management - Adding fixed fees

HiOne of our customers want to add different types of fixed fees for most of the requests generated from recurring services in IFS Cloud. In most common cases, it is 3 types of fees. The invoiced must contain all the resources/materials used and these fees. Fees do not cover any resource used while doing the job. these are always fixed.As an example fees can be for documenting work carried out, basic fee for the visit and a fixed fee for the consumables used. We must get 3 separate lines in the invoice for these fees.Where do we add these fixed fees in the new service solution? In PM Actions we added these to the Work List/Planning tab.Thanks.

140
dhwe
Sidekick (Partner)
D
Sidekick (Partner)
DurgaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
committed activities are uncommitting after a second in pso

Hi Allcommitting activity through schedule information tab when I change the status of an activity in PSO from Allocated to Committed, the change is being made, but after a few seconds the status changes automatically to Allocated again.Has anyone encountered something like this?       

303
S
Superhero (Employee)
S
Sidekick (Partner)
SowmiyaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
IFS PSO BULK UNCOMMIT

Hi,I wanted to check if it's possible to uncommit bulk tasks at the PSO UI level. Could anyone please confirm?

211
A
Do Gooder (Employee)
M
Sidekick (Partner)
MIGDNASidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Very high values on Avg DTU percentage usage

Dear PSO Experts,We are experiencing very high values on Avg DTU percentage usage. Please see first screenshot.Yesterday the peak started at around midday and remained above 90% until the new automated load at 3:30 am today.Please see second screensthot for the current levels of exceptions. We have loaded 4,872 Activities in PSO with a dynamic window of 5D and an Appointment window of 21D. We are on PSO 6.13.Could the high levels of Exceptions have such a significant impact on the Avg DTU percentage usage?We are looking into the indexing of the database.I will appreciate any feedback from you if you have experience a similar scenario.Many thanksMiguel  

11511
S
Superhero (Employee)
Q
Sidekick (Customer)
qquacSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Translation on Drop Down Web Client

Hello.I have a dependent drop down on a field (req_type) where if a certain value is selected, it will display options. The issue is that when a French user selects a req_type, the values default to English (see below 1.0). How do I get the message translation to work in my client script? 1.0 showProgressIndicator();var reqType = getControlValue('request','req_type');var emptyOptions = [];var options = createCodeTableOption('','');arrayPush(emptyOptions, options);setControlOptions('request', 'user_def22', emptyOptions);if(reqType == 'EMERGENCY') { var opt1 = []; arrayPush(opt1, createCodeTableOption('EXPLOSION','Explosion')); arrayPush(opt1, createCodeTableOption('FIRE','Fire')); arrayPush(opt1, createCodeTableOption('LEAK','Leak')); arrayPush(opt1, createCodeTableOption('OTHER','Other')); arrayPush(opt1, createCodeTableOption('SMELL','Smell')); setControlOptions('request', 'user_def22', opt1);} else if(reqType == 'PICKUP_TANK' || reqType == 'CYL_RECERT_PU' || reqT

171
M
Hero (Employee)
S
Do Gooder (Employee)
suviniDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
How to Set ACCOUNT_ID in FSM to Direct to PSO in Localhost

Hi Experts,Could someone help me set up the Account ID app param  in FSM in a localhost environment? I currently have it set to localhost, which directs to the localhost PSO, but I’m getting the error: "Organization not recognized." What value should I use for localhost? Best Regards,Suvini 

192
S
Do Gooder (Employee)
M
Sidekick (Customer)
MartinFSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM6 Business Rule Reg Ex

Hi all, Is it possible to setup a business rule that matches on a regular expression in a text field? Say a customer note, if you are looking for a particular value.  I cant see in the documentaton how to add a regex to the Expression field? or does it need to be done another way? Thanks

151
Shneor Cheshin
Superhero (Employee)
A
Do Gooder (Partner)
afarhatDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Scheduling dataset expired after deactivate/activate on IFS cloud

Hi dears,I have solution IFS Cloud+PSO with 3 datasets. Today i did some changes for some resource skill, when i do try to send Full Load , i couldnt see the load audit file on the PSO. After that i did deactivate/activate the dataset on the IFS Cloud, the scheduling dataset got status expired on the PSO.Any idea how i can solve it? Thanks.

342
A
Do Gooder (Partner)

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