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

PinmayaKSidekick (Partner)

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

Can someone tell me what is non part usage disposition?Where to use this concept in our FSM application.One sample data will be good to understand the concept.

2322

5 years ago

AbhinavcSidekick (Employee)

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

Any way to add shortcuts globally for all the users in FSM Smart Client?

is there any way where we can add the shortcuts globally for all the users.

1831

5 years ago

AbhinavcSidekick (Employee)

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

Independent Surveys outside Tasks, is it possible to have surveys outside the tasks , as a morning Procedure

I am aware in FSM the surveys are always linked with Tasks , but is it possible to have surveys as independent objects and not linked with any tasks , like a morning routine for the technicians.

681

5 years ago

kaustavDo Gooder

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

FSM- Perform Definitions

There is a screen called Perform Definitions under Studio menu. What is the use of that screen. Can anyone suggest me. Any sample data relating to this will be helpful. Thanks in advance.

2403

5 years ago

PinmayaKSidekick (Partner)

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

FSM-Default Pop Up Blocking

Can Someone tell how we can block the default pop up which is being occurred by the customized client script(baseline client script also),if we apply that script to any screen. Like in this screenshot i have applied one client script to work order screen(Request screen).Functionality wise the script is working fine but the default pop up is coming.i just want to block that pop up.How can i do that?

1336

5 years ago

PinmayaKSidekick (Partner)

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

FSM-Input XML Business Rule

Can anyone please help me with how Input XML FSM business rule will work.However i know the XML business rule and how its is working.But i want to know whats the use of input XML and how it is different from normal XML Business Rule. One sample of input XML will be very helpful.

3962

5 years ago

ANILREDDYDo Gooder (Partner)

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

FSM Request ID Sequence Generation

Can anybody Recommend how to Generate Request ID Sequence based on Static Value. Like The Request ID is been Generated from ‘1’ but I need My request ID should start from 5000 and the counter should begin from 5000. One Sample would be very helpful. Thanks in Advance.

2334

5 years ago

jbernardoHero (Partner)

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

Mass Update Running - Unsure for what

Checking our run log, there have been minimum of 2,500 mass updates within the last minute. We have our row limit to 2,500 so no idea how many more it could be at this time. This is all being done on my username. I have done nothing in FSM today. This was happening yesterday as well. How can i find out what is triggering these and how to stop it? There is no information to tell me what is triggering it. They all look like this:

1872

5 years ago

hbringDo Gooder (Partner)

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

[FSM] Locations/Bins on Customer Place

Hi, I am new to FSM. Is there a reason you may want to specify locations and/or bins on a place that is categorized as a customer place? I am only aware of marking warehouses or trucks with these relations.

1871

5 years ago

kaustavDo Gooder

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

FSM Time Clock

Can somebody recommend how to create a new Time Clock and to use it effectively in different screen and also how to set Time Clock rule.

1871

5 years ago

sujayDo Gooder (Partner)

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

FSM REST API And ODATA

Can we have a sample format for REST API and ODATA, how to use them in FSM6 update 4?

13773

5 years ago

AbhinavcSidekick (Employee)

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

FSM : Understanding Basic Flow of RMA / Shipping of Parts / Field Technician

My Question is a high level question : I understand that Customer is the one who calls and asks for service so we create a request in the system . the request than has a task in it. When do we know we need to create a RMA for the customer , if RMA has been created to Replace the part then who goes to collect the faulty part and deliver the replacement , basically what is happening on ground when we click on Post Shipment , the faulty part can be replaced by the technician but against which activity this will be tracked. If my technicians are deliverying the parts to customer then where do we track it.

8202

5 years ago

ANILREDDYDo Gooder (Partner)

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

FSM Contracts

Can somebody explain how to Release the bills on monthly basis ( last Friday of every month). in contract Bill schedule.

3621

5 years ago

jbernardoHero (Partner)

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

FSM 5.7 - Substitution Map not reading correctly

We have a substitution map for @place.email_address the notifications are not going through unfortunately. the rule works as the user that is listed on BCC is getting the emails. The BCC is listed as an actual email address with no map needed. its only when using this map does it not work we do have other maps that work just fine but it seems to be this one that doesn't Here is the substitution map. Here are the code table here is the result from the notification log. you can see the TO is missing

1375

5 years ago

sujayDo Gooder (Partner)

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

FSM Integration

Can somebody suggest how to use Integration Scheduling Wizard to automate the Outbound/Inbound Integration process. One sample will be very help full.

2214

5 years ago

josdepijperHero (Partner)

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

FSM Business Rule - expression subtract from value

I have this problem with implementing a business case. The case I have is as follows. In task_steps I have filled in a quantity (lets call it x) in user_def_num1 for step_id =66 This task_steps record with a quantity needs to be processed by the business rules and add a non_part_usage record. My business rule needs to output the quantity if it is higher then 25 and then create the non_part_usage record with a quantity of x - 25. I am trying to do this with an XML business rule, but I am aware that I need to use some expression. I only do not know how to do that. This is my code which needs to insert the record. As you can see I fetch the quantity with an xpath_node from an hierarchy_select result called ‘result01’. Without the expression stuff it gives me the quantity, but I need to subtract 25 from this value. <update_non_part_usage> <non_part_usage> <request_id>@request_id</request_id> <task_id>@task_id</task_id> <npu_id></npu_id> &lt

11035

5 years ago

jbernardoHero (Partner)

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

FSM 5.7 - On Order Hyper Link not working

In the stock search screen, when your record comes up there is an on order hyperlink, clicking that brings you to the purchase order search. In this case it gets an error about condition code. see screenshots. This has never worked for us. Not sure if its a mapping in the UI that is incorrect Click on the hyper link hereafter clicking the hyper link this error appears the column DOES exist in that table

1762

5 years ago

jbernardoHero (Partner)

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

FSM 5.7 - Logistics Manager UI update or Business rules

Can you update the UI in logistics manager? or Can you put business rules on there? I am trying to have certain fields auto populate but when creating the custom process, the table STOCK_ADJUSTMENT (which is where the misc adjustments in logistic manager live) isnt available. I am assuming i wouldnt have access to do this but wanted to see if there was another way around.

1402

5 years ago

PinmayaKSidekick (Partner)

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

FSM-Notifications

Can anyone please tell me how to use substitution map while creating Notification in FSM. A sample document/data will be very helpful.

4872

5 years ago

jbernardoHero (Partner)

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

Expression in business rule against request unit (FSM)

Im trying to create a rule that brings up an alert when a unit has been serviced within the last 90 days. I figured this could look at the request unit creation date for the same serial number. Looking at how expressions work i’m unsure how to execute this and hope someone in the community can lend a hand.

1861

5 years ago

graeme86Do Gooder (Customer)

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

FSM 5.7.6 Client Using Client Script with List view.

Hi I am looking to have a button on a listview tab that will update one of the fields on a selected line of a List view. is it possible to control a Listview items using a Button and a client script? and if not a client script any other way? if so can you explain how i might go about do so? Thanks, Graeme

2272

5 years ago

graeme86Do Gooder (Customer)

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

FSM XML Busines Rule

I am trying to create XML business rule that exececutes on the Creation of a request the business rule is expected to insert a a new line in a custom table for the most part it is working. but in one of the fields it need to combine the Place id with some text and im not sure how i would go about doing that the line question is the charge_code i would like it to insert S-22222-M where 22222 is the place id. I tried the below but it populates exactly what is seen below if i put spaces around the @place_id it does populate the field with the 22222 but it also has a space on either side of the place_id. Any help would be appriated Thanks <perform_batch> <sequential_dependent> <update_rid_settlement regex_validated="true"> <rid_settlement> <insert is_initialized="false" /> <charge_group>STANDARD</charge_group> <cost_split>ALL</cost_split> <charge_code>S-@place_id-M</charge_code> <request_id>@request_id</request

5016

5 years ago

kaustavDo Gooder

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

FSM - File Menu

In FSM application, under File menu we have a sub menu named “SETUP WIZARD”, can anyone tell me what is the use of that and how to setup the wizard??

1263

5 years ago

AbhinavcSidekick (Employee)

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

Is Google Map or ESRI Supported in FSM for Geocoding

Hi Guys, Do you know if Google Maps , ESRI are supported in FSM ,

4283

5 years ago

kaustavDo Gooder

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

FSM- Integration

Can anyone suggest how to capture Response in FSM from a external system/foreign system while doing outbound integration?

1142

5 years ago

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

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