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

Hi all, when having one Request with multiple Request Scopes, it is only possible in the Cost and Sales view to display one Request Scope at a time. Even if more than one Scope is selected, only the first one selected is displayed in the Sales and Cost Lines. This makes it very cumbersome to create an invoice, as all individual sales lines need to be included/excluded and the Cost Lines need to be approved. In the Work Task Sales and Work Task Transactions this can be done in one go (more or less).Is there a way to do that, implement it in the Request - Cost and Sales view?  

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.

Hi all, I am looking to try to understand the relationship between the due date, planned start and finish dates.   The system seems to be set up in a way that the Planned start date matches the due date, then adds the task duration to create the planned finish date.   This seems counterintuitive; to me, the due date is the target completion date and time.   For example, if a task is planned to take 7 days to complete, the system is then set up to plan to complete the task a week after it is due.  To me, the planned start should be the due date minus the expected task duration - So in the above example, the planned start would be set 7 days earlier than the due date, ensuring the task is completed on the due date, not after.  Anything with a fixed validity period or something that is certificated - say, lifting equipment or a pressure relief valve cannot be left in service beyond the certification date (which should be the due date?)  - so for efficient operations,

 The Service Management Demystified Trilogy has been updated to 25R2. This is your one-stop shop for:Next-Generation Service Management (a.k.a. Request Management) all-up Scheduling (both Dispatch Console and PSO) for Requests and Work Orders

 The Service Management Demystified Trilogy has been updated to 26R1. This is your one-stop shop for:Next-Generation Service Management (a.k.a. Request Management) all-up Scheduling (both Dispatch Console and PSO) for Requests and Work Orders

NGSM Demystified  describes changes and additional capabilities related to Service Management (NGSM) in IFS Cloud 25R2. People with experience in 25R1 should focus on chapters marked with 25R2☀️ and 25R2↗️.Chapters with 🖋️ provide new or additional details for features that were already available in previous releases.To clearly point out where something can be found in the application, navigation paths are now highlighted with 📁 path to page.Features that rely on AI are marked with ✨.IFS Cloud newcomers will also find explanations of some common platform capabilities. If you find this document helpful, please consider leaving a 

NGSM Demystified  describes changes and additional capabilities related to Service Management (NGSM) in IFS Cloud 26R1. People with experience in 25R2 should focus on chapters marked with 26R1☀️ and 26R1↗️.Chapters with 🖋️ provide new or additional details for features that were already available in previous releases.Features that rely on AI are marked with ✨.IFS Cloud newcomers will also find explanations of some common platform capabilities. If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates. For the first time I had to zip the document as it exceeded the attachment size limit. 358 pages cover:Terminology Getting Started IFS.ai Copilot 2.0 for Service Request Management Bundle Tasks Request Contracts Se

Scheduling Demystified  describes changes and additional capabilities related to scheduling in IFS Cloud 25R2. People with experience in 25R1 should focus on chapters marked with 25R2☀️and 25R2↗️.Chapters with 🖋️ provide new or additional details for features that were already available in previous releases.To clearly point out where something can be found in the application, navigation paths are now highlighted with 📁 (IFS Cloud) and ☰ (PSO).Features that rely on AI are marked with ✨. If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.

Scheduling Demystified  describes changes and additional capabilities related to scheduling in IFS Cloud 26R1. People with experience in 25R2 should focus on chapters marked with 26R1☀️and 26R1↗️.Chapters with 🖋️ provide new or additional details for features that were already available in previous releases.Features that rely on AI are marked with ✨. If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates. 291 pages cover:Terminology Getting Started Setup Datasets (to define dispatching scope) Resources (who perform the work) Shifts (to define availability of resources) Tasks (what work needs to be performed) Skills (to constrain allocatable resources) PSO Advanced Features using the Modelling Dataset Additional Cap

Hi, I am working in IFS Cloud 25R2. What I want to be able to do is set a resources start and end location for scheduling. I can create a visit address on a person record and it appears but only if the person is not protected.In previous versions of IFS it was possible to have the person as protected but only addresses flagged against the “Home” address type were protected. Is this no longer the case or is there a bug in the system?Has anybody been able to configure a visit address for scheduling whilst maintaining non visibility of a personal home address in the person record? Thanks 

Hi All,We are currently configuring a basic FSM Service Management setup in our 25.2.4 environment and have run into an issue during mobile initialization.Scenario:Service Request is created successfully Transfer a work task to mobile When logging into the mobile device/application, it does not get past the initialization phaseWe tested this using:Active Directory user Standard/non-AD userHas anyone experienced a similar issue in FSM mobile initialization? Any guidance or known fixes would be greatly appreciated.Thanks in advance 

I posted the question of this topic and the AI response was provided below. Can someone please verify this is correct and provide further details and a contact person at FSM Cloud Hosting.Will be greatly appreciated! Summary — recommended packaging and handover checklist for FSM 6 deliveries to FSM Cloud team 1) Package source and artifactsExport all deliverables from your local FSM 6 environment: Solution packages/customizations (code, DLLs, compiled artifacts). Workflow/BPMN files and any process definitions. UI/Studio artifacts, JourneyApps or mobile app packages if used. Database migration scripts (schema changes, seed data). Configuration files (connection strings, feature toggles) with placeholders for secrets. Integration artifacts (API specs, mapping files, middleware connectors). Test artifacts (unit/integration test suites, test data, automation scripts

Hello, We are experiencing an issue related to PSO manual changes (drag & drop rescheduling in the PSO gantt).We are on 6.14.0.27 as of Saturday Feb 01 2025.What we are seeing is as follows:A user will drag the activity to a new location (either same resource, different time or a different resource & different time)  Then when the activity is “dropped” (manual change initiated), the manual changes side bar / pop out box will be opened However, the “Validate and Apply Changes” & “Apply Changes” & “Validate” buttons will be greyed out., The option is Cancel This is the case with Preview Changes applied or not applied The target (updated) date & time field will be reflected in the manual changes box, but PSO is not detecting that changes have been made If the user then makes a subsequent change to any field in any of the fields in the manual changes side bar / pop out window or drag

Hi,Iam commiting activites manually in PSO , which is refered by PSO & when i try to commit its getting commited later on its reverting back to allocated state. PSO allocating the same resources but may i know the reason why its uncommiting. Its Connected with IFS Cloud. Regards, 

Hi Experts,When I try to launch IFS Cloud embeded PSO Workbench its not loaded but I can see the following error in PSO event log.where Do I setup this HostURL? in PSO or IFS? BtW I cannot see that as a parameter in PSO!Error:  Thanks,KM

24R2, In PSO/Audit/Load/Input Reference Appointment window Durations is showing as 54 Days. how is this calculating.In Scheduling Dataset, Scheduling working days is ‘4’ and Appointment Working Days is ‘38’

Hi,When IFS Cloud sends an outgoing message to a 3rd party system, an Application Message is generated which contains an External Message ID identifier. This is a GUID which we believe is generated by IFS:Can someone advise me when this is created? Is it when the application message is first created? If so, can it be added to the outgoing payload either as a parameter or a header on that message?We would like to catch this ID and store it somewhere so that, should the message need to be replayed (due to a failure for example), then we have a method of finding it easily and resending it via standard IFS Connect.Thanks

Would there ba any issue using a forwards in compny ID’s or customer ID’s this is to concatenate detail from an integrated system

Hi IFS Community,with the 25R1 release, the Selection Rules functionality was extended (e.g. rule types and weighting), which is a very welcome improvement. However, the current solution leaves some gaps and we are unclear if these are supposed to be filled in future releases.Our Use Case We use Selection Rules to distribute Service Requests into the correct delivery units. For our setup, Region and Model criteria are essential. The Service criteria, however, is largely irrelevant, as the organizational structure is the same for most services.Current LimitationAt the moment, the Service criteria is mandatory, which forces us to duplicate the entire Selection Rule set for each service (≈ 50 services) leading to a huge data volume in the table and the maintenance effort coming with it.Obs

Hi,Few weeks back I was able to insert the Dataset in the Delivery unit in Service Org screen but when I am trying to use the same job and same input file, the dataset are not importing.What I Investigated is, table Service_Organization is not storing the datasets field now, but earlier it was there.Not sure if IFS has made some changes, can anyone confirm what needs to be checked?thanks in advance.

How can one configure scheduled service contract batch job to process only today’s invoices — without including past ones — and without customizing the code?The current parameter processes both current and past invoices.Thank you in advance 

In Wise, while trying to load the Resource Data. getting this below error, can anyone suggest on this ? 

 25R1 version!Issue Observed on work tasks:While assigning work, the Allocations / Direct Allocations section did not show the full list of resources. The “Apply Constraints” toggle was disabled to check if it affected visibility. Even after disabling it, resources from other resource groups were still not displayed.  Under Allocations Tab:In 24R1 Release: I was able to see all resources list under the allocations tab upon disabling the ‘Apply Constraints’ button. Whereas, in 25R1 version, even after disabling the toggle button, only the resources listed under the specific resource group/demand were displayed.Under the Direct Allocations tab:The resource list is

 !--startfragment>Issue Observed on work tasks:While assigning work, the Allocations / Direct Allocations section did not show the full list of resources. The “Apply Constraints” toggle was disabled to check if it affected visibility. Even after disabling it, resources from other resource groups were still not displayed.!--endfragment> Under Allocations Tab:In 24R1 Release: I was able to see all resources list under the allocations tab upon disabling the ‘Apply Constraints’ button. Whereas, in 25R1 version, even after disabling the toggle button, only the resources listed under the specific resource group/demand were displayed.Under the Direct Allocations tab: