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

Hi I am setting up a new Whose Place was wondering if anyone can tell me the significance of the Field “Type” and what the posible values are. Thanks, Graeme

Dear Group,Anyone having document for how to configure mail merge word document to mail.Quotes screen mail merger configuration document or any tips for configuration.Thanks,Pinmaya

Is is possible to switch the product on a request / Task after it is completed (with part usage, non part usage done)? When we attempt to do so, we cant remove the old product from the request. The error states that it cannot be moved since it is tied to part need, usage & NPU. The way around is it we update all those values with the new request unit ID via SQL DB Query. Is there a more user appropriate way for people to do this day to day vs manipulating the database -

Hi Guys,I have one issue, when I m trying to run the report from FSM web client, it is not working. But it is working perfectly fine from FSM smart client installed in the server.Error attached. Please suggest.  

In FSM application, is it possible to see the status of some service request or repair request as a customer without having FSM license?  Is the following portal is relevent do that activity?https://www.ifs.com/ar/solutions/service-management/customer-self-service/ Please advise.

Hi Guys,Anybody know how to configure FSM and SSRS so that I can run SSRS report in FSM tool. Regards,Saras

We are trying to use the aging factoryin our version of PSO but between us and our implementation team, we are unsure if it is performing the way it should.we believe that if an SLA is missed, it should become more valuable from a points perspective.Could someone please outline exactly what is supposed to do and how it is supposed to work?Thanks in advance.  

All of our prices are in CAD since we are Canadian company. If we have to bill a customer who’s bill to is listed as USD, then the pricing rules will not take effect due to the pricing rules listing only CAD. If we put the converted rate as USD, that will quickly go out of date with how quickly rates change.My question is: Does FSM have a way to convert it based on current exchange rate? or must it be set by whichever price is in the pricing rule?

On FSM Mobile there is the “Stock Count” option on the menu.when opening it, it is a blank screen that will display a stock countwe know that the stock count is created and set up on the FSM Desktop client. What requirements are needed for the stock count to show up on that users mobile device?Once it shows up will they be able to perform the stock on their mobile device?

We are having some users experience an issue where FSM is syncing photos from other users to their phone.One case had a user receive over 300 photos. There are no connections to either of these technicians from a person record or task (which is where the attachments are attached to)this has happened to 3 users, that we know of. Has this type of error been reported before?

Item Style Knowledge Article Hi, Looking through the above knowledge articles and came across this one. This is something we have been looking at, and I thought I would create this topic to see if this is possible. Is it possible to get Item Styles into a list view on a custom screen? I wanted to do something simple like make a Request Priority 1 stand out. We can do this and it displays ok on the request screen.   However when we look at the same request on a custom list view the Priority value appears with no styling.

Is there any embedded business rule, that calculates the Line Item price & adjustment price in quote? If yes what is it? What could be the possible regular expression for validating a currency field along with initial character as “€”. Required help.

I’ve been trying to manually trigger the <perform_send_notification> perform method via XML but the data record doesn’t attach itself to the message.  Here is the XML I’m running: <perform_send_notification>   <parameters>     <dataRow>       <request>          <request_id>1234567</request_id>       <request>     </dataRow>     <distr_list_id>PART_ORDERS</distr_list_id>     <message_name>ICN</message_name>   </parameters> </perform_send_notification>   I run this in the XML Poster and the email is sent, but it’s missing the Request information that I’m trying to pass to it.  I’ve also tried substituting a hierarchy_select statement within the dataRow parameter, but that also didn’t work correctly. Can anyone provide some guidance on the proper syntax to fill into the dataRow parameter in order to connect

I was wondering if someone could give me some information on how a inbound integration should be formated to handle attachments. I would like to send a Image file from another system and attach it to the task.    Thanks,   Graeme

Required help on how to create customer profile in FSM, what are the mandetory parameters need to be defined in person level and how customer use the cutomer portal  to access the application?Is it possible to create Service Request  or to check status of request or personal information , even if not being a licensed user of application? Need help.

Unable to see the downloaded PDF report/Service inquiry form after I click on the “Print” button in any page.   In request page, if I click Print, getting the following error.System.IO.FileNotFoundException: Report file REQUESTS.rdlc not found.  Check CLIENT_REPORTS_PATH setting.   at Metrix.UI.ClientReport.RdlcReportHelper.OpenReportFile(String reportName)   at Metrix.UI.ClientReport.RdlcReportHelper..ctor(String reportName, String reportRefName, Boolean isSubReport, Dictionary`2 reportQueries)   at Metrix.UI.Util.RunReportingService(String reportNameWithParameters, String outputFileType) But, corresponding *.rdlc files are there in installed path location. (…….\Application Server\ServerInstallContent\ClientReports\BaselineReports)Earlier issue was not there. Please advise.

Hello, Currently we have an alert set for when a part need is entered, the alert will display the part alternatives for that original part.However, if there are 3 part alternatives, it will only show 1 Below is the business rule, how can i modify it in order to perform this? 

In FSM, mobile users have an "On shift" & "Off shift" option. This is located under PERSON.WORK_STATUS.Is it possible to have PSO schedule a tech only when they're ON SHIFT and when they are OFF SHIFT it does not consider them for work?Thanks in advance,

 Hello there. I want to create a new theme for myself. The solutions I saw before did not work. I would like the simplest explanation to add a new theme. Question 2  What is FSM?What is  PATH_TO_CUSTOM_THEMES ?What is   GlobalThemeXaml I would like a screen shot to explain.Thank you so much.I could not understand the examples below.I want a simpler and simpler narration. 

Hi ,can anyone tell me, how to apply the custom theme in FSM .i have copied the default.xaml and chaged to globaltheme.xaml and provided the primary and secondary color .The globalTheme is deployed in the theme folder.i have even given the path in app param (PATH_TO_CUSTOM_THEMES).But the custom theme is not reflecting .Can u tell me what is the step that i am missing here.Thanks Muthujayashree R

Hi all, I am trying to connect to one of our customers API to notify them of a new claim for one of their customers. I believe I can connect fine but the result I am getting is the "Request body does not match schema". It appears they would like to receive the transaction like the below. {     "windscreenRef": "10610710",     "policyNumber": "HG721101",     "fixType": "repair",     "fixDate": "2020-07-20",     "bookingInDate": "2020-07-20"   } However I am struggling as the Cust Integration Map is asking for Primary Path. With the message being sent using the JSONOutboundConnector, what do I need to do to be able to post the message but with out a Primary Path? If I add a value of 'primary_path' as a dummy value, the transaction is sent as the below, but doesn't match the schema they require. {   "primary_path": {     "windscreenRef": "10610710",     "policyNumber": "HG72110

By default, if we click on Service Request Inquiry Print button , output is in PDF format.Is it possible to get both the option as output on print click, as Excel as well as PDF as out of box feature of FSM application?Please advise.

How we can use T-table editor in FSM. Whats the use of it in general?any document for this.There is no help document for this also please guide.

While trying to print a report in FSM Application I am getting this error as belowFileNotFoundException: Report file REQUESTS.rdlc not found.  Check CLIENT_REPORTS_PATH setting.

Can anybody please tell me how i can change date format by changing app param. Like i want Y-M-D(Year-Month-Date) format.