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

Hi everyone,We are facing an issue in IFS Cloud where company-owned objects are not available to select as an Item ID on a Service Contract Line. Business RequirementIn our Equipment Object Navigator, we have a top-level object under which we maintain all of our company-owned assets.Our requirement is to select the top-level object as the Item ID on the Service Contract Line. At the time the Service Contract is created, we do not know which specific company-owned asset will be used for the contract. Therefore, selecting the top-level object allows us to assign the appropriate company-owned asset to the Work Task at a later stage.This functionality was available in IFS Applications 10, where we were able to select the top-level object as the Item ID on the Service Contract Line. Issue in IFS CloudIn IFS Cloud, within a Service Contract, the Item ID LOV on the Service Contract Line only displays customer-owned assets associated with the customer specified on the Service Contract.As a res

Look specifically at Fault Type, Cause and Performed Action. Not sure what settings makes these fields mandatory or not? Thanks  

Hi Team, We are trying to restrict task allocation to a specific shift by marking a skill as “Not in use cost” to 100000, but tasks without that skill are still getting allocated to the resource.Is this standard functionality in IFS Cloud, or is there an alternative way to achieve this restriction? Any advice would be greatly appreciated.we have notice typically dependency tasks are getting allocated

Hi Experts,I have 3 queries, could some one help at the earliest:Resource Cost calculation in PSO. Any specific document or formula is there which tell me the resource cost. How the resource cost can be viewed in PSO. Base value we can see but where we can find the Cost. Last one, if my activity is of 2 hrs which is completing in the normal shift (8:00 AM - 4:30 PM). If the travel back to home is 30 mins from the last task and is in the Over Time (4:30 PM - 8:30 PM) does PSO calculate the travel cost for return with respect to Cost/Hr or Cost/Hr(OT) ?Your timely response is much more appreciated. Regards, 

When entering a new Note_Type record or try to edit an existing record I receive the following error:ff<perform_batch><sequential_dependent><update_note_type regex_validated="true"><note_type><insert is_initialized="false" /><note_type>RSD</note_type><active>Y</active><description>Red Site Details</description><package_extract_action>EXTRACT</package_extract_action><sequence>10</sequence><show_on_ui>N</show_on_ui><user_def1>N</user_def1></note_type></update_note_type></sequential_dependent><authentication><session_info><token_id>thCUsHX1tzriZiwWwdGYCT6pfOEFntffpg2lj3hj36KTJJohkbuiSlTktx54BYeb3SekpPGCXHb8V4HK8KBY9OaH/UczYCUaaLK3vRiye3wMHx08d+2ToR7w5rzEAscN</token_id><session_id>aXoU3fiWV0s+Af9tHe5xnmRdI5ghZ4/GrAOXYVVTqNqNCCAoKnzYHfidhUbqB2tiARmnL3uwQl/EVUkEICgxKw==f4+rP3Hg3YzcyEtxtEvETw==g3YW/QTPxrpcEtJ4CMAomQ==</session_id&

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In the work task page, under the “Expenses” tab, I would like to display the “duplicate” button.This button is displayed in the “planning tab” when you select a lneI have looked into the page designer but I can’t find where to do that. 

Within the Customer Portal, is it possible to configure the ability to add/edit Request Notes or not on a user by user basis? i..e Similar to the REQUESTCREATEUPDATE Role?  I can see in the workflow configuration on the Customer Portal that you can set this permission in the workflow, but this seems to apply to ALL users.  We need only some users to add/edit Request Notes. Is this possible at all please?

HiThe pictures on the reports (from MWO) sometimes are turned differently than when taken on the devise (iPad, iPhone). Shouldn’t pictures look the same way? I have heard the reports don’t always know read the code for what is up and down - and thus looks differently than on the device?

Hello, does anyone know if in IFS Cloud a Quick Report (projection) can be used as a Datasource for a lobby element? Thank you! BR Herbert

Hi, I know the ReqID and I want to know to which RecurringServiceProgram this ReqID belongs. The API-Call: main/ifsapplications/projection/v1/RequestHandling.svc/SrvRequestSet(ReqId='62723')returns "Source": "RecurringService", Which API do I have to use to find the Recurring ServiceProgramm, which has created this request? Best regards Michael PS: We use 26R1.3

Hello Everyone,Currently with My client, users on boarding/off boarding process are done by multi-step process:1. User Management I IFS – Data Upload using multiple excel FND Users details, user group, access groups etc, Activate/Deactivate.2. Mobile Application Access in Company Portal using Azure AD to allow them register in Azure AD groups to download application via company portalSSO Login using Azure AD to allow authentication in IFS.Can you please help with if the IFS capability to simplify user onboarding / off boarding users via Integration from Azure/IAM to create users /delete or deactivate users in IFS.Request you to please support with available documentation that helps implement the capability.Regards,KamaleshProduct Version: 25.2.0Business Impact: Needed to simplify users onboarding and off boarding in IFS via Integration.

I am trying to allow a Application Status Tracking Dashboard that is used internally to be able to get to FSM Health Checki was looking at using /OData/perform_health_checkbut when reviewing how to setup the associated user and role. i was not able to restrict the role to appoint where it only has access to perform the heath check. in Functions i added Odata (readonly mode) and recevied authorization error (even though i am calling a status endpoint)so i tried without the readonly and added table restrictions to the Role. That stopped me from getting at the table data but i was still able to perform MPM’s in FSM so updating data. does anyone know how you might be able to Restrict a Role for Odata that allows access to the health check without giving it access to update/create/delete anything else? 

HI all,in the Service Information part of a Service Object the Recurring Programs can be displayed in a designated tab: The questions is: In this tab all recurring programs for this object type / model are displayed. Not just the ones for this specific object.Is this intended?Even if the object itself has no recurring program, all programs from the same object type / model are displayed.What purpose what that have?Thanks,Crhis

Hi everyone,Has anyone started using the IFS Cloud Service Execution Portal and come across an issue where assigned request task assignments are not appearing in the portal-Work Map? The tasks with correct location IDs (with Map Positions) have been created and assigned to the relevant resource, but they are not showing up in the Work Map. Are there any specific configuration settings, prerequisites, or filters that need to be enabled for task assignments to appear?Any guidance or suggestions on what to check would be greatly appreciated.Thanks,Nethmini

Want to understand when we will see the next “Due Next” Date in the RSP overview. We have completed the request tied to 5/28/2026, and expect the next due next date in the overview to be 10/1/2026.   In the overview for RSPs the Due Next date appears as 5/28/2026 even though the request is close.When will 10/1/2026 appear as the next due next date?  Please advise.Thank you,Ed 

Hi There,Could someone please put me in a right direction on the below issue. No recourses ( work center & labor class employees) loaded to PSO workbench after executing finite scheduling due to which shop orders are not getting scheduled.  

Has anyone encountered the following error when creating an Invoice Preview from a Request Work Task that contains an alternate customer on one of the sales lines?My expectation is that the system should generate two invoice previews, one for each customer, using the corresponding delivery address ID for each invoice.Interestingly, when following the same process through a Work Order -Work Task, the system successfully creates two invoice previews without any errors for the same customers.Due to this error, when a Supplier Warranty exists and the supplier is added as an alternate customer, it becomes impossible to create the invoice preview.Is this a known bug, or could I be missing a configuration or setup step related to alternate customers and customer order addresses in the Request Work Task process?Thanks

hiIs there a way to give access to a page to a user/role with some fields restricted? Ex.If i need to disable the assign work button for some roles, is it possible? I know that this page can be made visible/not, can be made read only/update but at field level on a page, can we restrict for some roles?  

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.

A. What is your idea?1) ClassificationChoose ONE: keep the applicable option and delete the rest.Opportunity for improvement2) Brief descriptionWhat happened, what is missing, or what could be better? Focus on the problem or opportunity (not the solution).Write here: The Equipment Object Navigator has the option to create and view different object structures. Besides the functional view it is also possible to set up and view a locational , from/to , process, pipe, and electrical structures. This is set up in the Structures section, and users can select which view they want to see in the tree structure on the Equipment Object Navigator. This provides a lot of flexibility in setting up asset structures, allowing users to see the connection between different assets in multiple ways and easily seeing affected assets in multiple views.All of this is not available on the Service Object and Service Object 360 screens, which is only providing the the Functional Structure. This limits the way t

Hi,We are looking for guidance on the recommended approach for managing historical Request and Request Task data in IFS Cloud 25R2.Specifically:Is there an out-of-the-box archive mechanism available for Request and Request Task entities? Can completed and cancelled Request Tasks be archived after a configurable retention period? Is there a supported process to permanently purge archived Request and Request Task data, including any dependent or related records? Are there any recommended best practices for managing historical Request and Request Task data in production environments?If anyone has implemented a scheduled archive/purge process or can point to relevant documentation, examples would be greatly appreciated.Thank you. 

Hi, In our Customer-Configuration we only use the General Information, the Address (location) and the Communication Method.We don’t use invoice/sales/Message/Contact/etc.With this minimum we can create a request or a recurring service for this customer. Our goal: Prevent the usage of this customer and his address (location configuration) in the request and recurring service. How can we mark this customer for not beeing used? even technically prevent the usage? Are there any better possibilities than to rename the customer and the address? Best RegardsMichael

Hi,Is there a way to enable a function similar to price limits in Request Contracts? I am looking to create a contract line where the works are free of charge only if it is under a certain cost. e.g. $4000. If it exceeds $4000, the the works can be invoiced to the customer.  Thanks in advance.