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

HiI am trying to use the Stock Min Max function in FSM to automatically set the Min Max levels based on usage.When setting one months usage on one part line as a test, the part usage returned does not match the part transaction usage therefore giving incorrect results.Criteria used is a follows:  The Min / Max usage is returned as 656 units:Yet the Part transactions for one month only totals 61 which is what i would expect.  Can someone please explain why this is as it makes no sense. Is it a bug?

Using the ODATA Rest API we are trying to make a batch call with 2 operations in the same call.Insert a new record in the calendar exception Change task statusWe have used an incorrect task status value to ensure the call fails but even though this call fails the 1st call is successful and not rolled back. The operation in the change sets should be atomic.  Request :--batch_d3bcb804-ee77-4921-9a45-761f98d32029--changeset_77162fcd-b8da-41ac-a9f8-9357efbbd621Content-Type: application/httpContent-Transfer-Encoding: binary POST https://tsrvwapp1497.tdk.dk/IFS_T2FSM_Application/odata/person_cal_except HTTP/1.1Content-Type: application/jsonContent-ID: 3 {    "person_id" : "A72033",    "exception_type" : "DRIFT AF BIL",    "start_dttm" : "2021-10-24T13:12:42.7997002",    "end_dttm" : "2021-10-25T14:12:42.7997002",    "modified_by" : "A72033",    "created_by" : "A72033"  } --changeset_77162fcd-b8da-41ac-a9f8-9357efbbd621Content-Type: application/httpContent-Transfer-Encoding: binary PATCH http

Hi All,  I am doing some configuration with a PSO instance that is Integrated with IFS Apps 10.  I have configured the ARP to broadcast to Apps and that seems to be working.  When I apply changes to a ROTA I see the message posted message to IFS with the changes, but it doesn’t seem that APPS is doing anything with this ARP data.  I have changed locations and start and end locations for a particular shift for a resource in my ROTA, and I see the XML in APPS but I see no changes in APPS or in PSO.  Am I missing anything here? Limitation of the PSO and APPS integration? ***Note, the resources that are in ARP exist both in APPS and manually created in ARP (with matching ID’s).

I am having a weird issue where a custom screen using a client script on the next button does not want to sync.I know the client script runs due to the alert at the end of the code. Before, if something does not sync, I would get an error on the sync screen. Now, however, I do not even get an error. No syncs waiting to happen, no errors, no warnings. Is there anyone that could spend some time with me in teams to help me out with this?

Hi, I am using FSM and PSO and would like to show the customer name and contact details in PSO which in FSM are in the request_contact or task_contact either as a additional attribute or in any other manner. Does anyone how I can map the same? In the FSM additional attributes mapping I cannot chose the task_contact or request_contact entities. I can create a BR to copy this information over the a request / task user_def and then sync that to PSO but is that any other way this can be achieved ootb?  Regards,Abrar

Using the FSM web client, I’ve currently not found any way to trigger a script when the request is loaded. (After clicking on it when searching for a request). We have different tabs which we need to be hidden/shown if the request contains specific information, previously we’ve done this using the “Custom Code” on the field which has the Initial focus set, but this is not possible to use on the web client.    

Started anbother thread as the previous one was marked as solved. We have an issue whereby sometimes substitution variables work, and sometimes not.  The patterns and findings are as follows: We have a notification setup to fire upon project.approval_status being updated. The fields that do not reliably work in the resulting notification messages are:project.user_def1 project.user_def2 project.created_byHere are my the findings from testingIf you change the Approval Status on the Project by directly changing the field on the Project screen.  The Notification goes out correctly with all values.However, In our application, the Project Approval status is typlically changed via a business rule triggered from TASK.  The XML for this rule output looks like this<update_project><project><project_id>@project_id</project_id><proj_status>OPEN</proj_status><approval_status>SUBMITTED</approval_status><update /></project></update_project

I’m running into an issue where when a task is re-assigned (or un-assigned), the mobile app never updates or removes the task from the original assignee’s mobile app.   I figure it has something to do with extracts, but I cannot figure out exactly what...

In FSM6u10, I have created a notification message for Projects. For the most part the notification forms correctly, however some fields do not seem to pull in a value.The values below do not populate where other fields from the Project table do.  project.user_def1project.user_def2project.created_by  Below is an extract from the message, but have added a column on the right with the table.field used.  SCA_ID 154 project.project_id  Place_ID ZZ PLACE ONE project.place_id Description test project.project_title SCA_Status OPEN project.proj_status SCA_Approval_Status REJECTED project.approval_status Activity   project.user_def1 SCA_Start_Date 26 November 2021 00:25 project.user_def_dttm1 SCA_End_Date 26 November 2021 01:50 project.user_def_dttm2 Permitted_Access   project.user_def2 Created_By   project.created_by SCA_Owner APAVLOU

Hi all,I noticed an issue where Attachments with spaces and special characters have issues opening on mobile(will still open in Web Client). Is this a known issue and is there a way to fix this?Appreciate your help on this.ThanksRegards,Anupama Nagahawatta

Hi Experts,This is quite a trivial question. I have the requirement of setting the promised_dt in part_need to nul when a new record is created. This is how it’s defined in FSM Metadata So currently it’s defaulting to the current date.This is how it looks in Custom Metadata I tried the following approaches,adding a default relationship to a null field of another table adding a value business rule to set it to null None the approaches worked. Still the default value set in FSM metadata takes precedence and sets the current date.​​​​​​​Any help would be greatly appreciated.​​​​​​​

Afternoon all, can someone confirm if PSO is ISO 27001 compliant? We’re trying install on a customers Azure VM, but their security require an answer on this. Many thanks in advance

Hello Experts, Can anyone please chime in your thoughts and suggestion on below request.HTTP extract handler in Message routing rule: Additional argument is added to the HTTP extract handler called “Access Token”, how to use the Access Token argument, is it a static token needs to be added to the routing rule or FSM can dynamically call a different endpoint to get the “Bearer” token and populate in it before executing the actual outbound integration. HTTP extract handler has argument HTTPMethod, most of the time HTTPMethod is used for POST, can we do GET service call in HTTP Extract handler. If it is possible, how would it be configurable in FSM. External Datasource : Is there any availability of sample document on how to configure and use different external source eg: REST API, ODBC Provider, External API The FSM connect document covers up only for dynamics integration, how to use other type of external sources. Display data in FSM without storing in FSM Database: Is there an abi

I am trying to create a substitution map to send an email to the owner of a project (PERSON_ID_OWNER).  The Notification however, gets fired from the context of TASK_EVENT.  However, it does not resolve the email address.  I have attached the setup of the subsitution map for reference.  Is this becuase i am not allowed to go from TASK_EVENT to PERSON as TASK_EVENT is not a ‘Tab’ on the Project screen?

Request Screen - new request Place Lookup Select New - Create new place save Return to request - new place id is displayed ISSUE = Place name is not displayed.How can I populate the name on return. Thanks.

We are using the IFS FSM6 Application for our Field Service Operation in different Business Cases such as Telecom, Retail etc..It is almost an year since we Deployed and Go-Live FSM Application in LATAM Region (Brazil, Argentina, Chile, Colombia). Since then we are getting this as continuous feedback from our End-Customer to support Forgot Password option on Web Client Screen.Please suggest When IFS is planning to bring this Option for End-User to reset their Password.

Hello, I need your help with something. I learned how to add custom fields to aurena screens. But I have a different problem.I did not understand the logic of the "For Persistent Reference Custom Attributes" part in the document below. When should we use this option? Is there a different document for "For Persistent Reference Custom Attributes"? https://docs.ifs.com/techdocs/Foundation1/045_administration_aurena/220_Configuration/200_client_configurations/150_attribute_configurations/default.htm   

we will have refrigentant bottles on stores and that's enforce us to have warehouses per some stores at the system. Because of that, technicians should have feasibility to consume refrigerant from these store warehouses. Could you please check feasibility to consume material in mobile application from different warehouse than default? Test system mobile user: 00000902381 password: Astea@@2021  warehouse to check 01-PROZON, 01-PROZ-LI.

Hi,Using Metadata we can add more Table in the Archive FSM Engine, also explained in the following post as well. My question is, at the same time it will not create the Database table. For example I added PRODUCT to the Archive engine using custom metadata but it will not create the A_PRODUCT table nor such table exist by default.How we define the Archiving table here and connect to archive engine or is there a simple way of doing this? Thank You,Kasun

Hello Experts,I'm using the postman to get the response for USAGE via RESTful gateway endpoint. but the response come with a ‘DocumentElement tag’ is there any possibility to remove this tag and what is the purpose of this tag? Could i get more information about the USAGE endpoint other than what we have in the interface guide?Thanks & Best Regards,Vinu

In FSM Mobile 6.4, when you add a new screen, you choose a workflow. It will only appear in this workflow and not be available in other workflows. If you choose no workflow, it's visible nowhere.We have several Debrief workflows, depending on the task_type at hand. How can we add a screen and use it in multiple workflows, to improve maintainability?

Hi everyone,  Our client would like to define the working area of the resource in polygons. From our understand, in PSO, polygons are only used in regards of the Travel Profiles.  Does anyone know if PSO can handle this requirement? Thanks in advance, Joana Machado

Hi everyone,  We have a client with a FSM-PSO solution, and one of the requirements is to manage crews that are created and planned by them. We are aware that in FSM, more specifically in the task record, it is possible to use the field “Crew Size” to identify how many elements are needed to close the task. Does anyone know how to handle these requirements within FSM-PSO? We understand that there some limitations regarding integrations between FSM-PSO and we would like to know if anyone has some tips to handle this requirement following IFS best practices.  Thanks in advance, Joana Machado

HI,We have an issue related to a customer environment that it gives the below error for a particular user when login to the FSM Smart Client. They installed FSM from their Software Centre. FSM is installed to users pc:However, user does not still have access to FSM environment, therefore FSM will display following error message:NOTE: <<customer» is using SSO as well. User does not have still access to log in FSMThe user even cant close the pop-up window by clicking the « Close » button.They have to kill the task from the « Task Manager ». To close the this error.This issue is only in the Smart Client and not for the Web Client and that user can login to web client without any error.What are the differences of the SSO login mechanisms of FSM Smart Client and Web Client?Can anyone help?Best Regards-Kelum

It would be nice to have a search panel available for the product_structure screen to search for certain products, models etc.