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

We have a customer experiencing an issue with MWO Service Notes on iOS that is not happening on Android Android – The Note display area expands to display the entire text and, once the entire screen is filled, it becomes scrollable. This allows the greatest possible visibility given the size of the device. iOS – The note only displays within a box with no outline, and the only way to read it is to scroll the text within that small box. This makes it easy to miss content and not get the full scope of work. These notes are used extensively to communicate scope of work and actions performed between the field and the office. The limited visibility of the notes on iPhones is a significant hinderance in being able to fully use these notes. The company policy is that field techs use iPhones to interact with the MWO. IFS is suggesting fixing this in 25R2. Product Version: 23R2. Has anyone else experienced this and have a solution?

I am trying to create a report to show the number of activities that are being manually committed to resources compared to activities that are auto scheduled by PSO but am struggling to locate the table and field in the Schedule Archiving Service. On the front end of the system, this audit appears in the Activity History section as shown below. Would anyone know where I could find this information please to report on?

How can I get the customer name that is against the address to pull through onto work orders/work tasks, instead of the account name in IFS Cloud?

I have created a view in the database and I am trying to access it from the output parameter in business rule but getting this following error “Metadata not found for select. Contact your system administrator for assistance.” I have already created the view in custom metadata. Am I missing any step here? How can I fix this?

Following the upgrade from PSO 6.10.0.17 to 6.14.0.65 and FSM 6 Update 25 to Update 31, we are experiencing unexpected behavior where fixed tasks are shifting overnight to different time slots. These tasks have fixed start and end times and should remain static once scheduled. No changes have been made to the underlying task data, configuration or scheduling constraints. Despite this, the planning board shows tasks in new positions each morning. We are investigating potential causes and are curious if any changes introduced in PSO 6.14.0.65 or FSM 6.31 may affect how fixed tasks are handled or persisted. Has anyone experienced similar behavior, or is there an explanation or setting we might have overlooked? Any insights would be greatly appreciated! Best regards,Jan-Willem Koster

Hello everyone, In PSO, we have two different datasets: one running on IFS Cloud and the other on the ARP file. We have created a profile for each dataset. However, when I change the parameters for a specific dataset, PSO applies the parameters from the default profile instead of the assigned profile. The profiles have been correctly assigned to the respective scheduling dataset. Does anyone have an idea what might be causing this? Regards - Anastasiya

Hello everyone, Our customer would like to carry out vacation, sick leave and tour simulations based on historical data.We have tried to upload the data to WISE using a CSV file. However, no activities are displayed on the map. If we select the option “Use from existing Schedule”, the activities appear as expected.However, since we want to use historical data to simulate a scenario for a whole year in advance, this option is not suitable for us. We have checked the coordinates and they are correct. Does the Activity_Type have to be defined in PSO beforehand or something else? Does anyone have any idea why this might be the case? Thank you!

FSM Mobile has a limitation on its login screen. Once a user is activated and logs in, it doesn't allow changing the user if another technician wants to use the application. We would like to find a solution so that the user can switch users whenever desired. I believe this is a code-level change, where can I find the class to make this customization and what is needed to have this functionality?

We are required to log the serial numbers of parts for a new type of job we have taken on. Currently we have a lookup field for the part and a separate field for the serial where we will scan the barcode for entry. We then press a save button which has a script for a data transaction to update the part_usage table. The issue we have is that the serial number needs to be recorded on the part_usage_serial This would require a separate transaction but the pu_id from the first transaction would be required as a key to link the tables. Also because the part is flagged as having a serial number the original transaction fails. In the smart client when you enter the part_usage a box pops up to enter the serial number and it all works. How do I achieve this on the mobile application?

Where invoicing is generated from a Service Contract or a Request Contract, the final invoice does not have a reference to the original contract, which is a common requirement to display on the invoice document. Currently, any invoices generated from the request contract create firstly an invoice preview, then a customer order and lastly the invoice. These are the references available: On the Invoice Preview, the Work Task / WO number is available, but not the Request Contract On the Customer Order, the reference is the Invoice Preview Number On the Customer Order invoice, the reference is the Customer Order number Ideally, there should be additional references available at all levels to the Request number and the Request Contract number, as well as Standard Command buttons to allow users to navigate to the source contract/Request / Work Task.

Hi, I have activities that are unallocated in PSO that have been sent from IFS Cloud (24R2). When checking the explanations, I am receiving the following message as an example for an activity. "Activity 158727 cannot be scheduled. The activity is only available outside of the scheduling window." Where can I determine the scheduling window or configure it so it can be allocated to a resource? Best, Anthony

Hi, I’m pretty sure this is possible. How do I set up a resource in ARP where their shift starts at 8am, but we might night want their travel for the day to start until 8:15am, 8:20am, 8:30am etc. Then the similar kind of thing at the end of the shift. If the shift ends at 5pm there can be a 30 minute window to allow an activity to finish or for travel home, but isn’t classed as Overtime. Cheers Ady

We have a screen using user_def_num fields which are optional. When records are created and these values are NULL, Web Client is displaying the data as NaN. Smart Client displays no value Can anyone offer a solution so that Web Client displays no value?

Hello community, Currently we are trying to create a connection between IFSCLOUD (23R2) environment & PSO workbench (6.13.0.19) through IFS Optimization Framework Configuration Assistant. Is there any proper workaround for this specific configuration? I checked the cloud documentation but failed to find any. Thank you very much

Hi in the Appointement booking screen, I see the Slots only in the top of the screen.It seems that the main part of the screen is not used Why we don’t use the whole screen to display the slots ? Thanks and Regards anthony

We recently established a new design revision as the standard. I would like to monitor how many users have switched to this new revision and how many are still using the previous version.Is it possible to create a query that provides this information?

Hi, We recently installed the 6.14.In the screen Shedule assistance screen, we have this message. (previously we don’t have it)It refers to Query Manager Do you know if a setting is missing ? In the installation ? Thanks and Regards anthony

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

I’ve updated the design and saved the revision on my phone in the designer, but all the other users are still seeing the old design until they manually go to Admin > Refresh Design Data. Is there any way to push out an update to all devices with the new design?

Hello, I am trying to edit the unit cost on the Part screen but run into the below error. Error When looking at the std_part_cost_view table, it shows that 557727 has not been modified since 2023. When looking at Screen Events for the Part screen, there is only 1 screen event. I am unable to edit the custom metadata as it is under FSM Metadata but when I looked at the column UNIT_COST, it shows that Force Select is checked off. I do not believe that would be the issue as 5/15 parts errored out with the same error. When I checked the BR, there was only 1 BR running. I am not sure what could be causing this issue and it is happening frequently.

New to PSO, I’d welcome some feedback on a burning question that I have. I apply my appointment template to a district, and it contains my slot usage rules. In this district, resources who work in the district have varying sizes of working area. Is the slot usage calculation, and capacity consumption derived from all the resources within the district, OR only from the resources who can attend the appointment request because their working area allows it.

Hi Is it possible to sign a work order in IFS Service Management from Backoffice, i.e. without sending it to the MWO?Regards

HI, We have the itinerary view in the backend. Is it possible to use this view on mobile for a a technicians in a smartphone/Tablet or not ?Is it a responsive ? What are the settings to allow this view for a technician in the field. Thanks and regards anthony