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

Hi All, A customer has a process where they create a work order + work task. From that Work order they create the Service Quotation. Now they had the case that something went wrong and they cancelled one of the work tasks connected to that work order. But when you try to create a Service Quotation now, IFS will give an error:  Now I don’t fully understand why IFS gives this error. Shouldn’t the proper behaviour be to create the Service Quotation but ignore the Cancelled Work Task? is there anything I am missing here because right now the only option I see is that my customer needs to cancel the entire WO (including the correct Work Tasks) and start all over again.(I also tested to create a Service Quotation and use ‘Connect WO’ but that give the same error). Any tips or suggestions on this error? Best RegardsRoel Timmermans

We have Recently implemented SSO on our PPM development instance. As part of the process, non-federated user accounts now require email-formatted usernames.We have an FSM integration that updates certain data in PPM (e.g., task dates and status). After SSO changes, FSM is failing to send updates because the credentials used in the XML scripts for integration still reference the old username format.Could you please suggest, what is the recommended approach to update FSM integration credentials and test them before moving SSO changes to production?Advance thank you!!  

Where i can find the Resource latest event status?It would be great if someone provide the steps for this.Please find the attached screenshot of this error. 

Hi,I was trying to initiate a Hanover to a Request, though I get below error. My service organization is the one responsible for the service(Setup in the service catalog). Therefore, this error is meaningless as I see. Further, the error shows a Request id, which is very strange, because system does not create a new request (error stops processing any further). Also, this number increments with the attempts I do. Looks like this is a core bug. I wonder if someone has tried and has different opinion or confirmed by the product team that this is a bug?Thank you,Roshan  

Facing an issue while tried to login in IFS MWO service  mobile application.Please find the attached screenshot of error.  

Hi All, We have the following two scenarios happening in one of our customers’ Service Management business.They rent equipment from outside suppliers to be used for their customers’ service requests.  They use their own company rental assets for their customers’ service requests as internal rentalHow are the above scenarios catered for in IFS Cloud → IFS Service Management > Request Management?  As I could see it’s not possible to do so in Request Work Task. Is there a workaround? TIA

I am unable to see my request work tasks here , even though i am associated with the site & company.FYI :  I am using IFS Cloud Demo env.

Dear All, We have a new implementation starting up soon and as always, I am confused whether to go with Next Generation Service Management or the standard Enterprise Service Management. In the past it was my understanding that NGSM would slowly replace ESM/EAM in IFS cloud but maybe I am wrong about this. One of the biggest issues I have is the fact that NGSM makes a request Customer mandatory while this is optional for ESM. So for internal maintenance processes, ESM still looks like the way to go. But when there are Customers involved, it seems more useful to go with NGSM. But for a customer that has both, I don’t really like to implement both processes since the large similarities between the two. It feels like there is more risk involving customer confusion compared to what is to gain in using both.  How do other IFS users view this?​@Alexander Heinze, If you have any expertise to share, that would be highly appreciated. Your documentation on NGSM/MWO and scheduling has been amazing

Hello,I am trying to create a WORKING_TIME rule in PSO Standalone (version 6.16) that limits the maximum working time within a specific reference period.To do this, I have defined the following elements in my XML:<DsModelling xmlns="http://360Scheduling.com/Schema/DsModelling.xsd"> <RAM_Rule_Type_Parameter> <parameter_id>MaximumTotalWorkingTime</parameter_id> <ram_rule_type_id>WORKING_TIME</ram_rule_type_id> <ram_data_type_id>TIMESPAN</ram_data_type_id> <default_value>PT8H30M</default_value> </RAM_Rule_Type_Parameter> <RAM_Rule_Type_Parameter> <parameter_id>ReferencePeriod</parameter_id> <ram_rule_type_id>WORKING_TIME</ram_rule_type_id> <ram_data_type_id>TIMESPAN</ram_data_type_id> <default_value>PT8H30M</default_value> </RAM_Rule_Type_Parameter> <RAM_Rule> <ram_rule_type_id&g

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