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

Hi All, In IFS 6.3, there is a screen - “ Task Status work flows” and it is used to configure statuses in mobile applications. As per the description, it works only on the mobile client. Can anyone guide on how to do the same in FSM Back end client where only next possible status are shown instead of the entire list? Thanks, Shankar

If we have a custom sync rule joining the task table,  all the task columns are set NULL (in mobile DB) if not specified in the attributes to extract.  Below if the Initial query for the table. <hierarchy_select>  <primary_table>c_task_journal</primary_table>  <attrs>    <attr>c_task_journal.*</attr>  </attrs>  <from>    <table>c_task_journal</table>    <table>task</table>  </from>  <where>    <data_constraint>      <constraint>        <left_operand>task.person_id</left_operand>        <operator>eq</operator>        <right_operand>{PERSON_ID}</right_operand>      </constraint>    </data_constraint>    <join_constraint>      <constraint>        <left_operand>c_task_journal.task_id</left_operand>        <operator>equi</operator>        <right_operand>task.task_id</right_operand>      </constraint

Hello, I have created a non inventory part serialized  that will be installed (product) on a customer site. In the part record : “serialized” is checked, “Part To Product” is checked, “adjust stock” is UNchecked. In my request, I have added a new Part Usage Line with my Non Inventory Part (Line code = installed), and at “Save”, a pop’up is displayed for Non inventory parts to allow the user to enter the serial number that has been installed on customer site (note that the serial number entered is unknown in FSM Database until we enter it in this pop’up (that is what is expected, good). After that, there is the product on customer site with this serial number. All is correct.   BUT, for my Non Inventory part I can use Logistic Manager/ Miscellaneous adjustment and create a receipt for this part, with a serial number. Then, in Stock Search I find it, usable, quantity 1.  ==> How, for a non inventory part I can prevent to generate stock quantities ?

Customer is receiving below error message. If they receive this error message, they are not able to log in to FSM. If they are already logged in, they cannot navigate because this message comes up.     Exception in UICommunicationManager.SendMessage: An HTTP Content-Type header is required for       SOAP messaging and none was found. client.State=Opened.Then suddenly the message goes away and they don’t have the problem for several months. This is duplicated only in PRD.How do we narrow this error down to resolve the issue?

I am being asked by a customer if we (IFS) have any statement/certificate that shows that FSM 6 is GDPR compliant?

As I read in one of the other community posts, there is an MPM which can be requested in order to add restrictions on Import/Export Wizard.https://community.ifs.com/service-fsm-touch-apps-document-management-mwo-mro-pso-43/import-export-for-all-users-7961Can I please request you to confirm is the MPM needed to make modification to Import/Export Wizard available in any of the releases from IFS and in which version? Also what does the MPM do? Does it give the option to remove the additional features other than Export from FSM Table in Import/export Wizard? Plus, Is there any way we can restrict the tables the user see as well inside the wizard?So, we would want a user to be able to import the information only to a certain table and not have the option to see other table.

We are sending notification message to the technician through mobility solution in FSM 6 Can we get any response from the technician that the notification message have been sent successfully to the technician? Means can we(smart client) get response from that gateway which is responsible for sending the  message to the technician?

Hi Experts, I have a case where a certain user can’t see the “Use Windows Authentication” option is not showed. This happens only in one computer. When another computer is used that option is showed correctly.Issue occurs only in one laptop and when the user tries to log in using “FSM Authentication”, following error message in showed. Customer also mentions they were able to log in using Windows Authentication last week without any problems.SSO Enabled option is checked in “Person” screen and SSO User ID is given correctly. What could be the issue in this one computer ? Any ideas ? P:S. Customer is using FSM6U6

Hi, Is there a way in FSM to connect to External API and pull JSON data back into FSM to create/update records in FSM? I was able to pull XML data but not JSON because we do not have a JSONInboundConnector. Is this not possible in FSM?   Thanks,Dananjaya 

Is it possible in FSM to get a retrospective stock position?for example; if I wanted to check my stock level 6 weeks prior to today, how could I do this?Regards

FSM Webclient does not have the feature for import / export. Unfortunately because of cybersecurity reasons, users cannot be given access to smart client.Is there an alternative to handle import feature via Webclient.Also, is there any roadmap as when will this feature be added as part of future releases?

Where can i see the last transaction date against a customer place in FSM?

Is it possible to set an Invoice Due Date in FSM? I would like to set this and base it on something like the Place Credit Terms field

Dear all, is there any possibility to define a sequence / sorting order for teams based on which to display them on the schedule board? It seams that currently teams are always sorted in an alphabetical order on the schedule board and that this can’t be changed or handled differently. Of course there would be the workaround to just include a sorting number / alphabetical character into the team ID but I’m searching for a more flexible / user friendly solution. regards,Thomas

Hi, Is there a way to show a maintenance web page for FSM web users when CloudOps is executing an update or when the customer has to stop the service for new configuration deployment ? Same questions for Tech guys working with our mobile solution (Android and iOS) ?Such as samples found there : 7 excellent maintenance page examples from real websites (atlassian.com)If not, is there a release plan for such topic in the product strategy ?RegardsMichel

Hi,Do you have a documentation that describes the settings and process if we want to use the put away process : This process is it used if we make a reception by the misc. adujstements transaction or only from a reception ?What settings are needed in what transactions : Place ? Bins ? Others  : business rules...etc..Could you explain with an example the settings  needed in the bins transaction :What is the meaning and impact ?  It Seems that in the place transaction we have to check the Use stock bin. could you confirm ?in the reference guide on the place transaction we see : put away process : where is this field , is it removed by Use stock bin ?  Thanks for your help and Regardsanthony thobie

Dear All, Hope everyone is well and safe.! Please note, I’ve noticed that the READY Tab of the Sync Window contains records with PERSON_MOBILE in their day-to-day operation in one of the FSM 6 UPD 5 (Azure) customer environments.Shown below is how JSON looks like{"update_person_mobile": {"person_mobile": {"client_version":"6.5.7432","os_version":"10.0.19042.631","person_id":"***","sequence":"402","update":""}, "authentication": {"logon_info": {"person_id":"***","tenant_name":"FSM","password":"***"} } }}(Please note, I removed the values of person_id and password from the JSON) Further, the field MODIFIED_BY is set as “IFS_MOBILE” for almost all the records of the PERSON_MOBILE table. The LAST_SYNC_DTTM and MODIFIED_DTTM are identical in all those records.I’ve checked the same in the FSM Core (6u10) but unfortunately, I could not find such behavior. Please be kind enough to let me know;Whether this is a Core feature in FSM 6 UPD 5 which got removed in FSM 6 UPD 10? W

Excuse the title it meant to say Field not File.. :-) I was wondering if I could have a little guidance and support?In FSM, I’d like to know how we can monitor a UserDef or existing DTTM field? What we need is that when a particular date entered in the field = the actual date an event can be created? Once the event is created, I know we can pick that up and change the status to whatever it is we need. (That’s the easy part). :-) Many thanks in advance and please do not hesitate to come back to me if this doesn’t make sense? Best regards, Angelo

Hi,1/ When a Tech has a part (Part from my stock) in a VAN (because before a transfer was made from his office to his VAN) and then you will use this part in a task. a/ What is required to declare this part as Installed in the customer site ? in this case, in our process the part used is declared billable : could we change that ? b/ What is the best design/transaction in this case in FSM to transfer the part from the Office to the VAN ? Possible Settings to be confirmed  : - Part set as “part to product” - c/ Line code “Billable” with Install and part to product checked or create another line in the table and leave Billable as design.2/ is it possible to manage a part need without shipping ? if yes : how ?for example : a part need comes from automatically with a task template. So you have a part need on the task. But you will use a part in the Van of the tech, that is to say No shipping is required because the tech has the part required. what is the best way (actions) to manage this pa

Hi!I am in the process of completely redoing our Roles and am using the Test environment (obviously) to verify that they are working correctly.  I am however, unable to figure out how to export the role tables out of TEST and import them into PROD.  There is nothing shown in the import/export list…Any ideas or help would be greatly appreciated! Thanks,Matt

Hi ,Need to Archive Table in FSM Application.I can able to Archive only Few default tables present in the Archive FSM Engine in the application.How to add more Table in the Archive FSM Engine ?Need your support….  

Hi, On a task, when I add a part need , I always have the field : “Place ID from” initialized by the place for stock linked to the user who perfrom the action “part need”  (if the person has a place for stock documented,...of course I want to keep this relation)How could we prevent this initialization in the part need ?In many cases for a Part need, the Place ID of the request have a Place for stock linked to the place of the request (customer place).The stock is managed often by the team who is responsible of the customer or a Central warehouse.So, the place “Place ID from” should be initialized by the place for stock linked to the customer place.How can we do that ? Thanks and Regards

Dear community, the group Beneteau is currently in IFS implementation framing phaseOur dealership network is currently using a PORTAL B to B  to order boats with internal CPQ and claim for warranties.To replace it we are hesitating between :Using IFS AURENA modules; for better ERP integration (with CPQ, FSM..) Developing a specific portal that would connect to IFS webservices, for better user experienceHad any B to B industry face and answer this question ? what scenario did you choose ?Thank you in advance for your feedbacks!

Hi IFS Team I am Marco Politi, I work for Zebra and we are global partners. I’m your IFS dedicated partner manager, and currently working with your local teams across EMEA to give the best support on the successful implementation of hardware and your IFS software.  IFS product teams and Zebra work together to test and validate Zebras enterprise mobile phones and tablets with IFS applications If you’re not familiar with Zebra we are the leader in mobile Android and Windows devices designed for field service, plant floor, warehousing. We provide IFS applications FSM, WMO, MRO mobile users with unprecedented up time and local hardware support.    if you need any help or simply would like to know more about this global collaboration, just let me know and I’ll be happy to go through a presentation. Regards Marco PolitiPartner Managermarco.politi@zebra.com

 Hello, Within the last 2 months or so our FSM system has been creating additional part needs for place & locations that are already at their min/max.  This is not consistent for all parts or places and I have no idea what else to look at.  Any insight of where to start looking would be great!  Our replenishment process has not changed at all.   I’ve included three screen shots of one part_id in a few screens to also show that in the “On Demand” hyperlink qty it is showing a qty of (1) but when clicking on that link, there are 3 different part needs out there.