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

This will include questions related to FSM and PSO.

  • 2,768 Topics
  • 7,269 Replies
2768 Topics
M
Sidekick (Customer)
MWAMAITTEAMSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Appointment Booking in PSO

Hi All,We use FSM and PSO to schedule all field service work in our business.We used appointment booking in 360 with Metrix 5 (old names for PSO/FSM) about 10 years ago but quickly reverted to fixed resource and fixed commitment tasks and turned appointment booking off due to its poor reliability at that time. Basically it didn’t work.We are now on FSM U27 and the latest PSO version and are considering looking once again at appointment booking. I though it worth asking on here if any of you use it with FSM/PSO and if your experience has been a positive one.Thanks in advance for any feedback.Barry

1
Chethana
Sidekick (Employee)
9 hours ago
P
Sidekick (Customer)
PGNPROXSVESidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Dispatch Console does not display the actual assignment time

Dear community, We are currently implementing IFS Cloud Service Management with PSO running in the back to support our Field Service activities. We are using IFS Cloud 24R1 and PSO 6.13 One of our test cases is designed to ensure that Dispatchers have a correct view on the actual Work Assignment duration, especially when a task has started, but is taking more time then initially foreseen.We have observed that Dispatch Console always shows the initial duration and the “extra time” as blank, while PSO does display it more accurately. See screenshots below.Our intension is to have our dispatchers use only Dispatch Console, not a combination of 2 UI for simplification reasons. Abandoning Dispatch Console and settling for PSO is not an option we want to consider.My aim is to understand the behavior of Dispatch Console and try to understand if this is by design or if this is related to missing data, or something else. Ps. The work task in our tests are location less tasks, which explains why

0
P
Sidekick (Customer)
16 hours ago
S
Sidekick (Customer)
ssaboSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Setting up Server Side Printing

How do we configure server side printing of reports in a stock environment?  We have a Domain user, The network Printer is connected to the Server running the FSM application 

0
S
Sidekick (Customer)
2 days ago
D
Do Gooder (Customer)
DeuceDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Manual

Good Day  Does anyone know of a manual that exist for FSM? I have been asking around and seem to be getting no response.  Maybe I am asking the wrong question or area for this question.  Any assistance would be greatly appreciated 

3
D
Do Gooder (Customer)
2 days ago
B
Do Gooder (Customer)
B LavanyaDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Jobs are getting unallocated in PSO

Hi,In a scenario where PSO is offering a slot initially and after job is allocated to a resource, for some reason after some time PSO is unallocating the job. Please help me to understand if PSO is unallocating the job later why it would offer a slot at first go and what might be the reason to make the job unallocated at later stage Thanks in advance,Lavanya Bandaru 

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B
Do Gooder (Customer)
2 days ago
N
Do Gooder (Partner)
Narsing RaoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Server log Exception "datatable could not be found for table".

Dears, We have noticed below exception from Application server log.Timestamp: 2024-09-05T12:30:46.8517151+03:00Message: A datatable could not be found for table task_ext in namespace Metrix.BusinessEntities.  A datatable was created automatically based on the metadata records.Machine: SCDVWFSM04App Domain: /LM/W3SVC/1/ROOT/FSMQA2-1-133700022188453582ProcessId: 9404Process Name: w3wpThread Name: Can anyone brief about this as this exception is noticed frequently in server log on multiple tables.Please let us know there is solution to overcome this exception. Thanks & Regards,Narsing

5
N
Do Gooder (Partner)
2 days ago
T
Do Gooder (Customer)
TDCANJANADo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Mass Update Throwing Error

I am unable to update all the records using the below xml for mass update. Some of the records are not getting updated  if I am doing a bulk update. It is working fine up to 99 records. Is there any alternative method by which I can make it work for a large number of records? <perform_exec_db_edit><parameters><sql_command>update person_skill set user_def4=null,user_def5=null where person_id='@expression[person_skill.person_id]' and user_def5 is not null and user_def4='AD'</sql_command></parameters></perform_exec_db_edit>The server log is giving exception: Exception Message : Cannot exceed more than 100 nested business rules, check for recursive business process.

3
SAMLK
Hero (Partner)
3 days ago
T
Do Gooder (Customer)
TNCBSNYDERDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Place data conversion, use Place Merge feature?

Is there any documentation on the Place Merge functionality for FSM 6 that details the scope of the data that it touches?  We need to better understand all of the data that is impacted if we were to merge Place records via Place Merge or determine if we need to take a custom/hybrid approach.Our company is currently going through a major ERP consolidation/modernization project.  All existing customer #s sourced from the old ERP system will be converted into the new ERP system which will result in brand new customer #s (there will be a reference to the old customer#) which will be integrated back down to our FSM 6 (update 25) platform.  Because of this, we will need to update all of our existing data (open Requests, some historical Request data, Contracts, Product records, customer pricing data, etc) so that they are using the new customer #s sourced by our new ERP system. Is the Place Merge an appropriate process to perform this mass conversion of 130k+ PLACE records? Any other suggesti

0
T
Do Gooder (Customer)
3 days ago
A
Sidekick (Partner)
aishwaryaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Attachment value is inserting as -ve integer value

Hi Team,I’m using the Attachment functionality in mobile to capture attachments for ESCALATION table. From the IN_CORRECTIVE _MAINT designer screen by using the Attachment icon of damage photograph field(user_def13), i am saving the data.After choosing an attachment and while the record is saved, the damage photo.user_def13 field stores a negative integer value such as -1, -2, etc., in the DB instead of the Attachment ID. Is there any step to be configured to capture the Attachment ID apart from the above? Kindly advice. please find the reference below Thank you in advance

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A
Sidekick (Partner)
3 days ago
A
Sidekick (Partner)
aishwaryaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Validation of two column using client script

Hi Team,I need to validate the bus number against the registration number. So, I was using the below query. The issue is that when I add an integer value to the bus number field, the registration number gets populated, but I also want the registration number to be shown when I enter a string value in the bus number field then also registration no should populate in mobile application.below find the reference of query and mobile screen attachment. I want the result to be like the second screenshot. now when my input type is string registration no is not fetching.var busno = getControlValue("escalation", "user_def5");var regno = getDBValue(stringFormat("select code_value from global_code_table where code_name = 'IN_AHM_AMT_BUS_NO' and sequence = '{0}'order by sequence", busno ));setControlValue("ESCALATION","USER_DEF24", regno); 

0
A
Sidekick (Partner)
3 days ago
A
Sidekick (Partner)
aishwaryaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
ADHOC Report row limit in App param

 We have configured ADHOC Reports and change the App Parameter ADHOC_ROW_LIMIT to 20000, when we extract one report (AUDIT_REPORT), the number of rows is limited to 10K.Even we tried to set the App Parameter MAX_ROWS to 20 but no error, nothing changes in the report. Is it possible to extract more than 10K of rows at ADHOC Reports?If yes, then how to set the limit please suggestThanks In Advance

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A
Sidekick (Partner)
3 days ago
N
Do Gooder (Partner)
Narsing RaoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
THREESIXTY_RAM_LOAD_HISTORY Table.

Dears, Any idea on this THREESIXTY_RAM_LOAD_HISTORY table structure and data inside this table.This table contains huge records, and we need to delete the records.let us know the impact on both FSM and PSO after records deleted. Thanks,Narsing

1
SAMLK
Hero (Partner)
3 days ago
T
Do Gooder (Customer)
TDCMOHAMMEDDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
how to decrypt the downloaded resource ARP file?

while exporting the resources data, it is getting downloaded in arp format(screenshot below) and when we are opening this arp file, it is not showing in readable form in notepad. Please let me know how to view the data inside the downloaded resource arp file in readable form. PSO version 6.11.0.11 

0
T
Do Gooder (Customer)
3 days ago
A
Sidekick (Partner)
aishwaryaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
save button customization in mobile application

Hi Team,There is a requirement in mobile application. Client wants me to add save button instead of Add button. Now add button is also for save the data. So, could you please suggest how to do that. please find the attachment below for reference. Thank you in advance

2
A
Sidekick (Partner)
4 days ago
D
Sidekick (Customer)
drooijSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Value type Business Rule

Hi all,I need to update a field on task level.The value is a combination of two other fields. A Date field and a minutes fied. Those two needs to be combinend (e.g. 02/02/2024 11:00 + 60:00 so the value is 02/02/2024 12:00)I tried via expressions, but then it will take the value of the field Before the update (old value).

1
Shneor Cheshin
Superhero (Employee)
4 days ago
SDN
Sidekick (Partner)
SDNSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Duration of activities in the committed (assigned) state lasts only a few seconds.

 Hi, I’m trying to assign manually a suggestion from PSO. But few second later:The only way to remain in the assigned state is to ‘accept’ the task immediately.This is very weird, it should not work that way.Can anyone help me find a way to solve this problem?

0
SDN
Sidekick (Partner)
4 days ago
V
Do Gooder (Partner)
vbnk91Do Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
In IFS cloud, how can I see the availabilty/ capacity of the technicians in one page? In the Resource availability I can see for Individual engineers, how can I see for all?

I need to see the capacity for all the engineers in the system. I explored the resource availability page and I can see that I can get the capacity for individual engineers. Is there a page from where I can get the capacity/ availability for all the engineers in one go in IFS cloud?

0
V
Do Gooder (Partner)
4 days ago
S
Sidekick (Partner)
ShamikDattaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
access group in shipment and receiving screen in FSM Smart client

Hi Team, Can anyone tell me the easiest way for setting up access group for Shipment and Receiving screen in FSM smartclient apart from reserving a user Def field and populating the access group value.

3
S
Sidekick (Partner)
4 days ago
A
Do Gooder (Partner)
AccCatOliDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM 6.8 - XML Maps - Delay for outgoing messages.

Hello,Does anyone know if it is possible to add a delay of x milliseconds to an outgoing message?Thanks,Cátia Oliveira 

1
M
Hero (Employee)
5 days ago
R
Do Gooder (Partner)
rajdeep.mahatoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Travel from travel to in PSO

Value of Travel from and travel to data is not flowing from FSM to PSO 

1
K
Hero (Employee)
5 days ago
D
Do Gooder (Partner)
DurgaDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
resource preference issue with dataset in pso

Hi All,I am facing  an issue with resource preference data  in PSO dataset . we have one dataset in FSM and mapped only one team under this dataset in team table. while loading dataset from FSM to PSO  getting error in events like bulk resource insertion failed ,To check this issue verified audit file and identified unnecessary resource preferences added in the loaded dataset irrespective of team associated to the dataset. I was not able to identify why other team resources preferences were  loading in this dataset which are not belongs to dataset team.Could you pleas help me to stop sending unnecessary resource preference to  the dataset. Thanks,Durga   

1
K
Hero (Employee)
5 days ago
M
Do Gooder (Customer)
mpolkeDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Add / Edit / Delete Shifts in existing Rota by using XML Upload

Hi,Is there any example for Adding / Editing and Deleting Shifts inside an existing ROTA with the ROTA XML Upload Function inside the PSO Ressource Planner?Kind Regards,Michael

2
K
Hero (Employee)
5 days ago
E
Do Gooder (Customer)
ERCPRATIKDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Scheduling exception

Hi Team,  We have one Workorder and under that Workorder we have 3 different tasks and the Workorder status is waiting Internal and status change reason is ‘Dispatcher Action Required’ .So, in this condition associated tasks(Linked tasks) will be visible in PSO or not ? 

0
E
Do Gooder (Customer)
5 days ago
SDN
Sidekick (Partner)
SDNSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Issue with Isochrones Functionality: Circle Not Updating with HTM Method

 Hi,I am setting all the parameters for the isochrones, but when I try to use the functionality, I always get the circle in this image. Pending isochrones 0/1 changes to 1/1 for a few seconds, but does not change the circle.The travel calculation method is ‘HTM’, but in Event I see this message:  What can I do to get the expected result?

0
SDN
Sidekick (Partner)
6 days ago
SDN
Sidekick (Partner)
SDNSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Travel details in PSO: nothing appears

Hello, Is it correct that nothing appears if I click on ‘Travel Details’? Is there some parameter to be set?In addition: Using Google Maps distance between activity is: I’m using HTM, but I think something is wrong. Could someone Help Me?

0
SDN
Sidekick (Partner)
6 days ago

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