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

Hi,We currently invoice out 80% of our invoices on a dual billing basis. Where parts are billed to the Insurer and Insurance Excess is paid by the Policy Holder.We have two prospective clients which are asking if three way billing is possible.We’re currently on FSM 5.7 U11, and just starting the discovery process for FSM 6.x.Just wondering if three way billing for one request is something that is feasible in FSM 6. If not are any other companies doing this, and if so how did you get a configure the application to meet the requirements. RegardsAdy​

Hello Community,Our team is exploring the FSM OOTB Rest API perform_threesixty_appt_offer_accept in order to use it to accept a slot after getting slots using the FSM OOTB Rest API perform_threesixty_appt. From what we could understand, on the cases that we are accepting a slot that the system consider not available - meaning that availability is equal to False - the system retrieves the error "The requested appointment is no longer available. Please restart appointment booking process.".However, for example, if we try to accept a slot that is no longer available due to a new unavailability of the resource or another allocation for the same slot or the slot to be picked by another agent should we expect the same response? From our tests, we could not confirm with 100% sure these described scenarios and the related Rest API responses. Thank you so much!Joana Machado

Hello Everyone,  For my Project Purpose I need to install FSM Mobile in to my Mobile, but iOS doesn't support FSM mobile Application so can I expect the solution of Installation of FSM Mobile in to iOS? Thanks & Regards,M P Shashank

Hi,We are currently using FSM6U13, and integration with PSO.At the moment, we are experiencing some slowness issues with the dataset. We have only one dataset at the moment, with approx. 500 resources, and approx. 10000 tasks at the moment. When loading the dataset in the Gantt-view, it may take up to 1 minute before it has finished loading.Furthermore, when loading the resource screen, it takes forever before the screen is loaded. The last issue is when updating the Rota, and another user is updating the rota at the same time, all the changes made has been deleted. This screen is also not very responsive.So, the question is really, is it best practice for us to have only one dataset, or should it be more beneficial to have several datasets? I read in the Community that you shouldn’t have too many datasets, so I am wondering if that may not be the best solution for us.When we ran the same operations in FSM5.7, there were no slowness issues like this in PSO.

Hi,Is it possible for someone to provide a detailed documentation for warranty claims & warranty chargeback?The two aspects that I'm particularly seeking to understand are as follows.1. In the Warranty Claims screen, Why are the flags namely Billing Allowed and Check For Billing always unchecked automatically after the respective flags/checkboxes are checked and saved?2. What is the role of RMA in Warranty Claims?There is RMA tab available but it's relation to Claims is not clear. Thank you in advance!

Dear all,we are searching for a possibility to alert an user, when a parallel task is assigned to a person / resource.Of course via the app param ALLOW_PARALLEL_TASKS = Y we can block parallel tasks completely but that’s not the behavior needed. The user should only be informed about it and then can either confirm or reject.Is there a baseline possibility to reach that behavior? Any experience of / with other FSM customers on how to resolve that requirement?Thanks for your inputs and regards,Thomas

Is Windows11 the supported platform for FSM6.0Update10 Smart Client environment?We checked on the IFS portal and installation manual, we could only find that windows10 is the supported platform. How about Windows11?Here as below are our questions in summary,1.Is Windows11 the supported platform for FSM6.0Update10 SmartClient?2.If the answer of No.1 is no for now, then when will Windows11 be the supported platform?3.From where should we check the information about the supported platform?

Need your help to understand if this is possible to configure in IFS Cloud + PSO.  Let me explain you the challenge I have with my customer:Resources have flexible shifts, starting from 5:00 to 22:30 but they should work between 8 to 10 hours per day, including the travel time. Resources can do a maximum of 40 hours per week Resources must rest at least 12 hours (between the end of the work and the starting time next day). I have seen that these rules could potentially be configured using PSO. However, they seem not to work.   These are the rules that I have selected:Limits the total activity duration that can be carried out within a shift or reference period  Ensures a minimum rest period occurs at least the minimum amount over the reference period Limits the total time spent working over a given reference period I have marked them as global to make it work, with no success. Any ideas?      

I often need to make minor changes to a baseline client report.  If I have never edited the report before I have been adding the report to the reports admin screen as a new report and then re-creating all the parameters and datasets manually. Is there an easier way to make a baseline report show up on the reports admin screen so that I can make minor tweaks to the SQL or add parameters?Thanks!

Hi!Does anyone know how to adjust so that the material requisition and purchase requisistion does not follow the status for the work order?Is it “by design” or is there a way to only change the work order status?Thanks!

PSO is configured with ifs cloud, and i cannot send resources and activities within PSO. I have messages in PSO events:  Resource .. has missing start or end location. Resource ignored.And this message to: Invalid activity location. Activity 10 ignored. In ifs cloud, in fact i have messages :Address ID End is not connected to a map position. Without a map position it will not be possible to schedule the resource.How can i configure adress with a map position for resources and activities?Thanks a lot for your help

Hi I’m Marc Cornelis and working for the main Belgium Telco operator Proximus.we are new at IFS.how can we limit capacity offered for our backend operators looking for a free appointment.use case we work with multiskilled teams and want to limit the capacity offered for residential customers to 40% for example.Thanks at anyone to help us out here

I’m trying to create a new custom event for Work Order Status Change, that fires an error message if the status is changed from ‘PREPARED’ to “WORKDONE’, that warns the user that they have to first set the status to ‘STARTED’ before changing status to ‘WORKDONE’. Can someone help me out with the SQL code I need to write? The below doesn’t work for me. -- DECLARECURSOR get IS SELECT '&OLD:WO_STATUS_ID'FROM ACTIVE_SEPARATE_CFTWHERE '&OLD:WO_STATUS_ID' = 'PREPARED'BEGIN   IF '&NEW:WO_STATUS_ID' = 'WORKDONE' THEN         Error_SYS.Appl_General('ERROR!', 'You must set WO status as STARTED before you can select WORK DONE');   END IF;END;

Hello,my customer needs to get the licence key file in order to proceed with installation.I already contacted with IFS Sales person that triggered the requests. It’s difficult to manage the customer relationship considering that he signed the contract in December and that is receiving related bills, but IFS did not provide yet all the necessary files to install the software. By registering into the customer portal under the Customer CID code there is not even the possibility to request access to the support portal. So they are not even in the position to raise a Case.Anyone encountered the same problem? Any suggestion about how to proceed?

Hi Team,Has anyone needed to provide a view of the next 5 days assigned work in the FSM6 mobile application?Currently the field workforce can only see their dispatched work in their Jobs list on the mobile. Typically one Task, if drip feed or the Tasks for the day.They would like to show their field workforce, who mainly do maintenance work, their assigned work for the week ahead. As they work in large geographies and want to reduce the number of visits to the parts depot.They also want to still enable PSO to auto assign and dispatch any urgent reactive P1 or P2 tasks.They understand and are fine for the assigned work list to be dynamic based on the daily events. Appreciate any tips.

Hello Everyone,I have got a requirement for the request screen . The Requirement is When request status is completed --> sub status should only allow approved and other requirement is When request status is approved --> it should only allow billed.so for the above requirement i tried to write the client script but while running client script I am facing an error so i am going to paste my client script code and error image below Client script code:showProgressIndicator();var reqStatus1 = getControlValue('request','REQ_STATUS');var emptyOptions = [];var options = createCodeTableOption('','');arrayPush(emptyOptions, options);setControlOptions('request', 'req_category', emptyOptions);if(reqStatus1 == 'COMPLETE') {    var opt1 = [];    arrayPush(opt1, createCodeTableOption('APPROVED','Approved'));    setControlOptions('request', 'req_category', opt1);} else {    var opt2 = [];    arrayPush(opt2, createCodeTableOption('BILLED','Billed'));    setControlOptions('request', 'req_category',

Hi All,There is a requirement to Extract roster/shift data from PSO and update the FSM shift table.(Roster must be planned in PSO. If roster is planned in PSO, shift data will be limited to PSO. But there is requirement that shift data must be available in FSM side)For this, I have tried to use the existing methods in ThreesixtyIntegrationmanager and Threesixty communicationmanager.(These classes provide the PSO connection, token authorization and etc).But as per my knowledge, I couldn’t find any relevant methods for the above functionality from the above mentioned classes. Is there a way to achieve this using the existing methods?If not, what are the alternate ways to get them? Use Restful API?Are there any example codes that I can refer about how to establish the connection to PSO using Restful API? (I have seen that there are some examples for this with the use of POST MAN. But my requirement is to implement customization.)I would really appreciate your valuable inputs on this.Thank

Hi, We are observing the below error while restarting “PSO : Input Manager” service.It keeps erroring with the below message, can you please assist with the same. “Unable to cast object of type 'System.DBNull' to type 'System.Int32'. at ThreeSixty.Schema.DsModelling.RAM_UpdateRow.get_organisation_id() at ThreeSixty.BOL.ArchiveDataHandler.InsertAuditData(IDbCommand command, DataSet auditData, Nullable`1 nExternalDatabaseId, Int32 nInternalId, Int32 nPlanId, String strAuditDescription, Boolean updateSuccessful, EResult result) at ThreeSixty.BOL.ArchiveDataHandler.<>c__DisplayClass45_0.<InsertAuditData>b__0(IDbCommand cmd) at ThreeSixty.DAL.DbInternalBase.Command(Func`2 func, Action onRetry, Boolean withRetry)”

Good day When adding a resource from FSM Smart Client to PSO, all information gets pushed correctly. When a resource needs to change locations (e.g. between different regions due to moving etc.) the new assigned locations do not update in PSO, even when changed in FSM and the dataset initialized. Skill updates immediately when changed in FSM and reflects in PSO. Is there a way to have the location data update dynamically where necessary, the same as the skills? Regards,Hannes 

1.) Is there a baseline functionality to block users from logging in / using one of the clients:* Smart Client* Web ClientBackground:In the upcoming months we want to migrate all users to Web Client and are searching for a functionality to 'deactivate' their possibility to use the smart client.2.) Additionally we thought about a pop up, which should occur in the next weeks after login to Smart Client. It should inform the user that Smart Client won't be supported any more by us from day x onwards and that from day y onwards, the login will even be blocked (see topic one). Is there a best practice to handle this? My assumption is that this can only be done via Smart Client script. Or is there any other possibility?regards,Thomas 

I have created a new screen through UI Designer and the data of the screen are stored in a table created through Custom Metadata. I want to import some data from Excel to the newly created custom table. I am able to find out the table in the Import/Export Functionality but after adding the excel I am not able to see a Next/Finish option in the wizard. Attaching screenshot for reference. As I do not see an option of Next/Finish, I am not able to proceed forward

Hi, I have a question regarding related query of Sync rule.I did some change in TASK sync rule related query. Also I did changes in the views that I am using in  “TASK sync rule related query”. Do this change requires Re-Initialization to come in effect on technician’s Mobile? Customer is on production already. Thanks!

We are exploring the use of Route Work Orders in IFS Apps 9. The route work is pre-posted, however when I booked time to the work order, the postings have not appeared on the transaction. This means I cannot transfer the maintenance time transactions into the GL for this transaction. Any ideas what might be causing this? I thought posting controls might play a part but from what I can see wee have them configured correctly.   

I am looking to create a scheduled task that would use the current date +90 days as an input paramater. do you have any suggestions on how i might accomplish this? Specifically on the scheduled end date<schedule_end_date>today + 90 days</schedule_end_date><perform_contract_pm_request_generation> <parameters> <posting_group>AMERICAS</posting_group> <contract_id> </contract_id> <contract_version> </contract_version> <contract_type> </contract_type> <place_id> </place_id> <model_id> </model_id> <request_template_id>REQ-TEMPLATE</request_template_id> <task_template_id>task Template</task_template_id> <schedule_end_date>today + 90 days</schedule_end_date> <purchase_order_id> </purchase_order_id> <consolidate_request>N</consolidate_request> <br

Hi experts,One of our customers has an issue of Request Contacts getting copied to connected tasks in doubles.This happens only when adding a New contact under the 'Contacts' tab of 'Request' screen by using the 'New' button. Issue doesn't occur when adding a contact by using the 'Select' button. Issue occurs in both custom screens and in the baseline screens of customer’s environment. There are no relevant Business Rules or Client Scripts to be found. “Watch All” doesn’t trigger anything. Couldn’t find anything related to this by manually going through all rules and scripts. Server logs indicate 2 entries that have inserted same contact to task_contact. When TASK_CONTACT_COPY app param is set to N, duplication does not occur; only one entry is copied. (But Contacts added using Select button doesn’t get copied to the Task, as expected). Requesting your expert ideas on what could be the root cause for this.Dulshan