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

We are working on the IFS Cloud Service Order Management (Virtual Blended Course) and, since we don't know the version of IFS Cloud being used, could someone please tell us which version is shown in the videos?

We have an issue with inbound messages failing due to bad timing. We need to set an automatic retry on a failed inbound message just as the Outbound, but I am not finding that config setting.  

Where to get latest document for the latest application with specific version? . Some fields are not visible in the demo environment as shown in the course videos. Can you point to some resources which defines industry terminology for field service organization?  

We are using IFS cloud so how do we find the version number from this Can you please provide the steps for this?

HI, is possible to indicate in a “warranty” task under the “part required material” screen in MWO that this specific “required material” is under warranty. I don’t see this option when the field engineer create a new one “required material”.  Also in IFS cloud. backoffice is not be able to identify this “material line” as “warranty”I’m using IFS cloud 25R1 

Hi,I need to create a lobby to monitor Resource Utilization. The data is visible in the Resource Shift Gantt, as shown in the screenshot, but I can’t find this information in any table or view except the Dispatch Console.I tried calculating it manually, but I’d prefer to use the existing data directly (Percentage allocated).Is there a way to access this information “as is” and display it in a lobby?Any advice or best practices would be greatly appreciated.Thanks 

Hello,When creating an integration schedule, there is an option to ‘Generate Result File’.  If this process is being executed by a system integration user account (in our case ‘INT_ADMIN’), where does this result file go and from where would we be able to retrieve it?Thanks,Richard

Hi,  Wondering if anyone has experience of a similar requirement of being able to quote for a Service using PACKAGE Parts? I need the Quotation creator to not have to enter the Package Components individually.  Processes I’ve tried so far:Service Quotation to Request. Downfall of this is that the Service Quotation does not support Package Parts. Meaning that the users would have to manually enter each package component to quote for a job which isn’t the ideal. Sales Quotation with a Package Part Line then create Customer Order. Then Customer Order create Request (from CO Header). Information pulls in from the Customer Order to the Request and Scope etc. HOWEVER, my the Customer Order Lines (containing the package parts) do not appear in my Materials tab on the Request Work Task.  Any insights or advice would be appreciated! Thanks

I havce a business rule that fires off TASK_EVENT notifications, however one rule picks up a value from REQUEST (REQ_TYPE). The rule will not match the value in REQ_TYPE, even though it is the correct value and i have confirmed this in the Audit Table.  I suspect it is a join issue between the two tables. I have it set up as below, is this correct? are there any other things i should check?  

Hi,I am trying to import the Service Resources (SERVICE_RESOURCE_DETAIL) through Migration Jobs, Import working successfully, but I am unable to see the resources in the Service Resource Details screen and PSO but the resources are available in Resource Details?Any idea what needs to checked?Thanks in advance!!

Hello there!I have been struggling with this problem in the past few days. While creating a quick search group (table ps_quick_search), I am able to create it but this message keeps showing up in the Web Client.Through investigation, I believe it is because only 3 of 6 required fields are sent to the data base but as this is OOTB thing, I don’t know how to change it. The problem is this only happens for a certain role because if I perform this action with others, the message doesn’t show up.I have also performed the test with two versions of the same screen (same role for both) and for one of them the message doesn’t show up, so I don’t believe it is a role problem.Has this happened to anyone?

Dears,Iam facing an issue, that when the technician logs in the MWO. On the PSO, the Failed To Logon exception keeps on, even having downloaded/accepted tasks on the technician´s mobile. The exception will clear only when the technician starts executing the activity or in the MWO->Service Status (ShiftOFF/ShiftON). Is it the right way when finishing shift should go off shift on mobile, then after log in the next shift go  On shift?

When icons are being specified for individual activities in PSO, this must be done by linking the activity to the id of Activity to an Icon entity id e.g.  <Activity>    <id>A1</id>    <activity_class_id>CALL</activity_class_id>    <activity_type_id>Normal</activity_type_id>    <location_id>A1</location_id>    <do_on_site>false</do_on_site>    <duration>PT30M</duration>    <customer>None</customer>    <icon_id>Appointment</icon_id>  </Activity>The Icon entities themselves must either be created in the ARP are specified in the input data. For DEFAULT icons (i.e. inbuilt icons) there is a limited set of paths that can be used.  If the customer is specifying the icon data in the load file directly there is currently no documented list of paths:<Icon><id>Sub-contractor</id><icon_type_id>DEFAULT</icon_type_id>  <path>people-alt</path></Icon

Hello All,Thank you all in advance!I am trying to add Approval routing to the Assignments tab (JtExecutionInstance) in a Request Work Task.  I have successfully done this on the Request Work Task (JtTask) however the approvals will not show on the assignments. I have refreshed the cache multiple times and still does not work.  Is there a separate configuration I am missing? The MediaLibrary, Eventlog etc do not show either.  I don’t need those but they are part of the Default Definition which makes me think I missed something.    

Hello, Is anyone able to tell me why some resources are missing their assigned “Region” field when viewed in the Resources menu of the Scheduling workspace?Some are populated while others are not. I cannot find any differences in the creation or setup of these regions in the divisions menu.Thank you 

Hi Community,we are just starting the implementation with IFS Cloud 24R2.We are using Boomi for integration and want to use the IFS Partner Connector.Is there a possibility to use Batch Requests in the IFS Partner Connector (see https://docs.ifs.com/techdocs/24r2/040_tailoring/300_extensibility/050_ifs_odata_performance_and_security_optimization/020_batch_requests/).Thank you for your help!Best,Oliver

Hello, I’m trying to create a JSON that records at same time records for task, attachment and task_attachment table, I created a XML Map named C_INBOUND_TASK_COMERCIAL with all relations between these tables and alternative keys for each one, to run with perform_inbound_integration API. I’m using this JSON: {    "parameters": {        "mapping_name": "C_INBOUND_TASK_COMERCIAL",        "xml_import": {            "inbound": {                "task": {                    "user_def25": "070100049653", //alternate key                     "task_type": "COMERCIAL",                    "task_status": "OPEN",                    "priority": "02",                    "place_id_cust": "419",                    "attachment": [                        {                            "attachment_name": "070100049653ATTACH1",                            "attachment_type": "DOCUMENT",                            "attachment_description": "arquivo teste 1",                    "attachment":"0x255044462D312E370A0A

We are currently unable to close a Service Request after Issuing then un-issuing a material line to a request work task.We have report timeWe have created an Invoice Preview and the Customer Order is in a state invoiced closed.We we attempt to close the Request we get the following message:“Sales line(s) has to be invoiced before finishing work task.Not the we would want to, because we would want the history, but after unissuing the material line, I was unable to delete the line. Am I missing something obvious? Screenshots:  Deleted the zero qty line    

Sometimes I am facing Azure VPN disconnect issue while deploying the custom components like (REQMGT, SVCSCH, WO etc). While I am able to deploy successfully other custom Components.Any idea what needs to be checked?

Hi - I’m using Dispatch Console doing a manual Allocation process in 25R1.  I’d like the View Eligible Resources button to filter my Resources by Region availability AND the Valid From - Valid To Dates. See my example below, this Resource will be available in the CENTRAL Region throughout August 2025 - Work Task Object’s Region is CENTRAL. In practice, I have a Request Work Task with a Planned Start of today’s Date, when I select Request Work Task, the View Eligible Resource button does not remove this Resource from the list as it should (as this Resource is not scheduled until August 2025) - but the Planned Start Date is today - therefore they should be in-eligible and filtered from the list.   The View Eligible Resource button seems to ignore the Valid To and Valid From Dates on the Scheduling Resource Regions. Am I missing some other date parameter on my Work Task that the button checks? Or does it ignore the dates completely on the Schedule Resource Regions?  Many thanks in advance

How to migrate attachments from FSM to IFS Cloud?

 Is there any functionality in Service that looks at Operational Status?  Is Operational Status intended for WO Maintenance only?The documentation isn’t clear.   In the screenshot below, our Part Serial is set to ‘Not Applicable’, yet the condition is ‘Operational’  

Hi all,we are using the NGSM with Requests and Request Work Tasks.When planning we face a big issue when it comes to transferring Work Tasks:If one assignment is transferred to mobile it is not possible to transfer a second assignment.So it is impossible to send a second technician to the same Task if required but not initially known.Or if some mistake was made during assigning. For example in the Dispatch Console if one resource demand is assigned and directly transferred before assigning the second demand, it is no longer possible to send the second one to the technicians mobile.We have now cases, where one assignment is already set to completed and the second one is not even transferred to mobile. But because the first one is completed it is also not possible to cancel the assignment.So the only solution is to cancel the complete Task and create a new one.Is there any way to get this done, that I am not aware of?Example: Second assignment cant be transferred anymore 

Is there a roadmap item to start and stop MRAs in MWO to capture the actual time vs the estimated time a technician spends on these tasks? This would allow PSO to adjust the schedule and also capture the appropriate timesheet duration.

Hi everyone,I’m looking for help understanding an issue I’ve encountered. Some tasks appear to be allocated by PSO and are visible in the Workbench under PSO, but they do not show up in the Dispatch Console.Does anyone know why this might be happening or how to resolve it?   Thanks in advance!