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

Good dayI am having the following issue.I have teams setup in FSM with team members and scheduling resources, all connected to certain datasets. I have created corresponding datasets in PSO, and after setup is complete everything works as it should (team members/resources added in FSM displays immediately in PSO, tasks get scheduled correctly according to commit rules etc.).The problem I have is that after tasks are scheduled, making changes to the rota or resource planner, it will move all tasks around. For instance, if the scheduling period for the rota is 1May to 1June, and any changes are made, PSO will move my committed tasks to the end of the rota period. Committed tasks will now be scheduled and committed for 1June, and allocated tasks will stay on the current day, but can’t become committed when tasks are completed, as committed tasks are now on the wrong day.What can I do to fix this?Regards,Hannes

Good dayI am having the following issue.I have teams setup in FSM with team members and scheduling resources, all connected to certain datasets. I have created corresponding datasets in PSO, and after setup is complete everything works as it should (team members/resources added in FSM displays immediately in PSO, tasks get scheduled correctly according to commit rules etc.).My problem is, everything works perfectly for a while, before the connection between datasets in PSO and FSM fails. Updating any data in FSM does not pull through to PSO.I have tested this by creating new testing datasets, scheduling app params (exports) etc. and connecting all necessary data to them, but they still fail after a while. Deleting everything and recreating all data will have it working again, until it fails again.What could be causing this failure? Could it be due to a system upgrade? If it is caused by upgrades, is there a way to preserve the connections so I don’t have to recreate everything to make

how can we derive the eta of a task and store it in eta field of task  for a fsm system using pso and mobile for technicians.

Hello,I’m trying to get a client script to run on the request screen once the data has been loaded. (FSM 6.5 Smart Client).  I have a simple script with just alert(‘Test’);.  I’ve linked it to different screen events but it never seems to run.  I noticed that all the other baseline scripts linked to the screen are for the web client.  Is it possible to do this with the smart client?Just in case there’s a better way to accomplish my goal, here is what I’m trying to do…I have a YorN check box on the task screen linked to TASK.USER_DEF1.  I also have a checkbox on the request screen which I want to be checked if any of that request’s tasks have it’s box checked..Thanks!

Hi, Just a basic question as i begin on FSM, how do we setup a a non inventory part.? I have tried some setups but i think i do not setup correctly non inventory part as i can do receive. Thanks,Best Regards,Abdelmajid

Hi Experts, When an FSM screen is made read-only using security, the buttons on the screen no longer appear.  For example, if I setup a role and make the Request function Read-only, when I open a request, all of the buttons no longer appear.  Buttons that no longer appear include Save, Print, Copy, etc.  My question is, can I have a screen set as read-only using a security role and have the Print button appear on the screen so users can still print the reports to a PDF ? Thanks in Advance !!!

Hi,Looking for some advice and guidance for appointment bookings via PSO.We use FSM and request appointment bookings from PSO. Some appointment requests are what we refer to as 'Rebook'. This is when a task is already scheduled or fixed committed and we look for new appointment bookings.When we do this all the scheduling data is reset. This therefore means any current scheduling data is removed and is causing a few issues, when customers then want to keep the existing appointment.Is there a way of searching for new appointment bookings, retain the existing appointment data and only update when a new booking has been accepted?It might be worth adding we're be using a customised version of the perform_threesixty_appt_request MPM. Any advice will be welcomed.Ady

Lobby Element changing values dynamically based on Filter selection. For Example, we have a lobby element created with list of open Work Orders (requests)By Default it should should all requests, however as soon as you select country, the same lobby element should filter the values based on Country selected and after state is selected, it should show the workorders associated to the selected state. We can definitely create three different lobby elements with First one without condition, second one as request.user_def1 = “$COUNTRY$” (Just as an example)And third one asrequest.user_def1 = “$COUNTRY$”request.user_def2 = “$STATE_PROV$” But is it possible that the 1lobby element behaves in three different ways.I tried with Just the third one and unless you select the values, it will show Zero results (and expectation is it should show the entire list)

Hi I need to change the PURCHASE_DETAIL.QTY_ORDERED mask type from integer to decimal as we receive in half measures not just full measures. e.g. cable of 10.5m. How can I do this and will this have a negative effect on anything else?

Hi, I would like to have feedbacks about a classic/standard implementation of FSM with an ERP especially for the inventory management. what is the border ? who manage what for inventory ?1/ Do you have one slide that describes the flow between the ERP and FSM ?2/ In this kind of implementation (ERP + FSM) : Inventory is it completely managed by ERP ? : in this way the ERP will manage inventory and flogistics flow and know all sites where we have inventory and FSM will be “slave” for all flows3/ In this kind of implementation (ERP + FSM) : Should Van/truck  be known/managed in the ERP ?I assume that we have many possibilities. For those of you who have already implemented FSM : Could you share Guidelines ? or best practices to manage inventory with 2 systems (ERP+FSM) ?Thanks and Regards anthony 

Hi all, I am wondering if anyone has worked out, or has knowledge of, a solution for a Smart or Web client (named) user to download multiple attachments with 1 click.     Our challenge is that a technician may upload upwards of 30 photos through the FSM Mobile App. In many cases our Request Owners or Project Managers end up downloading these photos, for delivery to clients, close notes, or other reasons..  and are spending too much time clicking each attachment. Is there a function that allows us to download all task-attachments or all request-attachments at once? I have noticed there is a perform_get_attachment and a plural, perform_get_attachments, MPM.    Which gives me hope that there is. Thank you in advanceRudy

I’m using the extract functionality in FSM (version 6.6) to post table updates to an HTTP endpoint. This works as expected when using an unauthenticated endpoint. I simply specify the endpoint in the “Extract Address” field and the updates post successfully.How can I use an authenticated HTTP endpoint (basic authentication) to post extracts?

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