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

Hi All,We have a scenario where during the service request creation, customer would be making partial pre payment against the planned work. During the Invoice generation (after Request Completion), we need to consider the Payment already done & generate the Voucher / Invoice accordingly.Can you please help if this can be achieved in standard implementation & what could be the configuration items for the same 

My requirement is to set the webclient homepage as default document website in IIS. So that when I hit http://localhost, instead of showing me IIS homepage (blue screen), it navigates me to the webclient homepage. 

Hi Experts,Is there a way or any Parameter to control the Retention time period of dse_plan_travel table records?One of the customer is finding a heavy load of records in this table & most of the records appear with a NULL value for Task id. These records are unnecessary & could cause a performance impact to the system later on.Many thanks!

Hello IFS communityIn IFS Cloud Aurena, i created an shift emergency services to a resource. How can i display this shift in PSO? Thank for your help

can we create attachment by using base64 and adding relation to parent task/request at a same time by odata api  can we create custom map and and base64 encoded  

Hi Experts,What is the usage of Process Mode - ‘Before parent’ in xml maps → relation definitions?I have tried to use the ‘before parent’ option to check whether the sequence of executing the tables got changed.Primary table = Request Expected execution sequence with After parentRequest → Place Expected execution sequence with Before parentPlace→ Request But the sequence of the execution does not get modified.What is the exact usage of ‘Before parent’? Thanks,Hasara

I have created a custom screen and want to have Import/Export button on the screen to import data on the custom table. There is an import/export button in business rules screen(for reference). I want to trigger existing import/export functionality from my custom screen. The button has to be at the top right corner of the screen beside Save button. Can anyone please help me on this?

Is globaltheme.xml is available as a part of the package for FSM 5.6.3 version? (I searched for this xaml file in application server in c:\inetpub..\clienttest folder but could not locate. Should I look somewhere else)If not then how can we customize the login screen in 5.6.3 version (smart client)?I am looking add few fields and some more text to the application launch screen along with customer branding. Understand that this is available in higher versions but my client is still stuck in this old version.

Good dayDid anybody attempt to integrate B2B Portals into solutions like Google Analytics. We lost to options to track users with the introduction of IFS B2B portals.

Hi Experts, This issue was already raised in the below community post but there is no proper response received.Creating an attachment in FSM using a secured url response | IFS Community There is a requirement from customer side to send attachment as binary format.(They are using ODATA REST API)Send attachment in binary format Receive attachment/convert it to file Save it in FSM serverAs per the ODATA REST API document, we can use binary in the attachment I have tried below request in Postman with the Binary data for the attachment. This created a new attachment record but there is no actual file attached to that. Is this functionality supported by ODATA REST API? How to achieve this requirement? Thanks and regards,Hasara

When a task is rescheduled by a planner then that task should be canceled and a new similar task will be created for that request.There is a business rule which create exactly same task when a task is rescheduled. 

Hi,I’m getting the below error when accepting an appointment offer from PSO in FSM:I think the problem may be when FSM tries to create a time_commit record for the task.  I’ve set the PRIMARY response code (as I believe this is the one used when creating a time_commit in FSM after accepting an appointment offer) to have a calendar id: Note that this customer has renamed response code to SLA Profile. I suspect it is down to missing config or a business rule but it’s hard to pin down exactly what. Understanding how the baseline works might help.Thanks,Tom

Hi all, I want to test a notification which will send report on DEV.in App Params SMTP setups on PROD and DEV are the same.Using the same app params, on PROD sending notification works, but not on DEV. Notification message is setup correctly.  Distribution list is setup correct.A notification business rule  triggers in task_event when task is completed.  Is there anything else I should change/check/connect for DEV to make it works? FSM6

Hi Team , Can we add cust apparam rule has a condition in sync rule , like I have created a custom apparam for days of site history to be synced , code value = 7, I need to put this constraint in the sync for a view table (site history view), which will sync only the site history of the task before 7 days from current date.so I need to add in the xml to compare the created dttm of task and related task for same place within 7 days . Can anyone suggest the solution for this. ThanksMuthujayashree R 

HI,In one of our customer's environments, we’ve noticed an issue of continuously inserting records into the mm_message_out table with high volume.It utilizes most of the process and exceeds the DB session limit as well.So system performance getting very low and users can not log in to the system due to this low performance and consider it as a system down situation.We’ve cleaned up the messages mm_message_out which is beyond the retention period(48 hours) as mentioned in the below community threadFSM Mobile - mm_message_out cleanup process | IFS CommunityBut still, it's not resolved the issue and continuously proceeding insert statements into mm_message_out with high volume. As I know ,normally mm_message_out insertion is not a big issue as it's the standard behavior, But here it's consuming almost all the CPU and sessions.Can anyone help ? -Kelum

One of our customers upgraded from FSM 6 U 5 to FSM 6 U16. In U5 they have configured integration log screen by adding additional filed to the search. When the update was applied, the modified screen is no longer available. We see other screens that were changed  are available after update install. Have any one seen similar issue?

Hi Experts,One of our FSM customers has encountered this behavior when posting POs:Amount on PO is unchecked Create the PO as below and approve When printing the purchase order, the unit cost is still visible Can anyone explain why the unit cost is visible in the PO, even though the “Amount on PO” is unchecked in the supplier screen? Thanks and BR//Minindu 

Every few weeks sync rule - replications become disabled, instead of saying “stop replications” in the attached screenshot, it will say “start replications”. I have been trying to figure out what is actually causing this behavior, it does not appear that windows updates/restarting the fsm server is a direct trigger. Are there any known causes of this? 

Hi,Obviously FSM6 can run the client in web browser, we’re just not there yet, we’re still on FSM5.7U11. But a few years back I was messing around with FSM5.6 and had that running in a web browser instead of the fat client. We’re currently, after upgrading our Citrix OS from Windows 2016 to 2019, having some issues with performance in FSM. Namely ‘Not Responding’ and the screen going blurry as the users wait for the APP-V clients to respond. I have been asked by our Infrastructure team if FSM can be run via a browser. Like I say FSM6 yes. But I’m sure I had a browser version running in 5.6 too, but we left that behind. If if can be run via a Browser, does anyone have any steps to get that set-up?Alternatively if anyone else has updated their Citrix OS from 2016 to 2019, had some performance issues and resolved them, i’d been keen to hear how that was done too.  Thanks in advanceAdy

FSM 6 code table menuFSM 5.7.7 code table menuIs it possible to add code tables in fsm6?

Hi everyone !  What is the good way to set up the work calendar in FSM ?  We have create one time_block, one work calendar and we add it to our users with “person.calendar_id” field.Currently, we noticed that the time slot is displayed on the schedule board BUT we have a shift between the settings and the time slot displayed… Sometimes, the time slot isn’t displayed…  We have open a case and the support team told us to add a “Works from place” place to our users to retrieve the time zone. So, we have add one or two place to our users with “Works from place” and “Ends work at”. But each scheduleboard refresh, the time slot move back and forth from the good time shift to the wrong… The time slot seems unsteady.  So, I would like to understand how to set up the work calendar for a user in order to have the correct time slot display on the scheduleboard. Moreover, what is the impact of the “Works from place” type ? Is it only used for retrieve the time zone ? If we have multiple places on

Good day,For a vehicle related business we need to make the Service Engineer measure the tyre sizes eg (185/55 R15 81H) + Brand We can have vehicle with 2 or 4 tyres for each axle, or vehicle with different tyres type relevant to axles. How to manage this situation?With measures(how) or with an “internal” suvey? Is there better solution ? Thx for helping

Though the minimum quantity is defined as 5, Why there is no error when post a requisition and purchase order under 5?How Minimum Order Qty can be used?

Hi Experts,This is related to the same question below raised by a community member. Inbound integration -Table key returns is not working | IFS CommunityThere is a requirement to send the keys to the outer system with the inbound response.→ Inbound request→ Create response with the keyI have tried to achieve this using the ‘Table key returns’ option in xml map.(As shown in the below screenshot )  Postman requestPostman responseBut the response doesn’t have the Task ID information.Am I missing something here? Thanks and regards,Hasara

Hi Guys, Recently we are exeriencing random PSO SWB freezing. When investigating the Event log I have notices lots of Invalid session. AppInstance: <ServerName> Account: Default Dataset:  Event ID 358 Source: IFSSWB Most of the time when this is happening I can also see below events…  Wondering if any of you has change the default value for LogOutOnInvalidSession from No to Yes and if that has any benefit in eliminating the noise from the system. I am also planning to change SessionRetantionSeconds to 7200 seconds (2hours)