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

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!

Hi All, looking at deploying IFS Cloud Use Place in remote deployment.  The sizing guide shows minimum cpu/mem for the given user numbers. for example if we go with 3000 users the min spec shown is 32 core/160GB RAM.  When deploying HA for the MT nodes, does this mean I need 3 x 32 core/160GB, or just that min spec should be met across the available nodes like 4 x 12core/64GB and if one node goes down the min is still met.Thanks

Hello folks,Can anyone help with detailed steps or documentation to implement Single Sign-On (SSO) for IFS PSO (IFS10)?Our customer is already using ADFS-based SSO successfully with both IFS IEE and Aurena.They are now starting to use IFS PSO and would like to enable SSO for PSO as well, using the existing ADFS setup.If anyone has implemented this before, could you please share the implementation steps, configuration details, or any reference documents related to PSO SSO integration with ADFS?Thanks in advance for your help! 🙏

Hello Everyone,Can someone explain what is the benefit of below mentioned app param?ORACLE_MIXED_CASE_SEARCH_ENABLED 

We are bulk importing work order/work task for the purpose of historical data. These are completed orders that client wishes to load into the system for reference purpose. Is there a way/process to auto set the status of these imported orders to “WORK DONE”? 

In Cloud 25R1, if I select a future period in Service Contract Invoice Plan Lines page and raise an invoice - the expectation is that the system raises only one invoice (CO) for the selected row. But instead, it raises invoice (CO) for ALL the previous, non-invoiced periods. See below:  As another scenario, if I select TWO records and generate the invoice - then it will ONLY raise an invoice (CO) for the selected two records and none for the previous periods. Struggling to understand this behaviour. TIA

Hi Experts,If I return a serial from a serial object(Service Object) and then try to reinstall the same using a request task, the option we had in work order functionality (Place serial in equipment structure) could not find. Is there a different way to perform this?. How can I again make the serial ‘In operation’? Anyone tried this or has any input please?Thank you,Roshan

Hi, We are setting up our base prices at site CRWUS. The customer agreement is valid for site 17713 On the request work task sales tab price source 58 is recognized but the agreed to price is not coming through.  Is this a fault with IFS?  Or does the functionality not exist when the base sales price site differs from the sales site, even though the agreement is valid for the sales site?  What are we missing?  Guidance would be appreciated

FSM's customer recently upgraded from 6U25 to 6U27. The environment is hosted on-premise.After the upgrade, the customer attempted to activate a mobile user. Upon entering the mobile user credentials, the process directed to the sync screen as usual. However, the activation process did not conclude and became stuck on the sync screen.During the investigation, we observed that the "person_mobile" record is created for the individual being activated.However, we found that the mobile database is not successfully being created on the FSM server for the user in question.Could you please share insights into possible causes for this issue? The database has not been properly created in the mobiledb folder