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

Hello everyone,Our customer would like to see both the name and category of an absence. Currently, absences are created as Misc Resource Allocation. I have already attempted to display this data in PSO using lists, but it is not showing up.Is there a way to achieve this, or is a solution planned for the near future?Thank you!

Hi,I am trying to configure the Primary SLA. I have configured it in the SLA template, but when I use it in the request work task, the primary option is not enabled. How can I enable the SLA as primary? 

Hi,We could find more information about the possibility of sharing one Resouce between companies and from the financial perspecting in this thread  But I have some queries when it comes to Manual/Automatic scheduling, please see the information below.Please explain the function of work task scheduling per Resource shared between companies in IFS.I have the following resource setup for two companies and relevant sites.Resource MANULK (Resoure Group is PSO_RESOURCES)Company UK site UK and 1.Company XT5 and Site 5 I also have setup this Resource as a Scheduling Resouce for both the companies and then Then I generate the working schedule for this Employee (I use shift pattern but not the HR schedule). First see the Resource Availability, note that Company and Employee details are not there I assume this becase the resouce is linked to more than one company. Then I try to allocate this Resource in the Dispatch Console. UK site is connected to Dataset “MANUAL” First thing I noted is this Res

Hi,We are facing an issue with the task date sent to PSO and its allocation. Even though the planned date of the task is set for a future date, it is getting scheduled and allocated on the current date. While we can assign a fixed date at the task level, we are generating tasks through the recurrence service program. The same issue is occurring with the SLA, as it is also taking the current date and time.For example, we want a task to be scheduled for 19-05-2025, and manually generated requests from the recurrence service program reflect the planned start and end dates as 19-05-2025. However, in PSO, it is getting assigned to a resource today. How can we restrict this? Is there a way to set a fixed start date while the task is generated using the recurrence service program?We want to see the one-month allocation for the resource in PSO. 

Is there a way to have FSM-Appointment-Booked activities in PSO labeled “Booked” or with a different color/colour to regular allocated activities? We would like to visually display which activities in PSO have been appointment booked from FSM.

Hi All,On a custom screen (Type: Standard ) with a Linked Screen configured. You get a ‘List’ button, on the bottom of the screen.However, the baseline screens of the FSM mobile app have a count included (e.g. List (2)). Which is missing on a custom screen (see image). Does someone knowns how to add the count?  

I have a Global Code that has the code value and description. I want to be able to display both the code value and description. I understand I can have 2 initiative ID fields, 1 display the code value while the other displays the description, but how would the initiative description be written to the database?Is there a way to have a field populated based on a drop down in UI Designer? 

Hi,The application and connection screens are not visible in my PSO login. What permission do I need to view the application screen and restart the service. I am currently using PSO 6.12 integrated with IFS CLOUD.

In recurring service we can generate request based on cycles. ex: Cycle 1-  4 weeks cycle, Cycle 2 - 8 weeks CycleIs there any option in PSO to cluster those request in same cycle and do allocations based on that

Business: water bottles delivery Route drivers are delivering water bottles with 1 Litre, 2 Litres, 3 Litre, …. etc with different quantities.ex: customer 1 - 3 bottles of 1 litre bottle each week, Customer 2- 2 bottles of 3 Litres bottles each 2 weeks , Customer 3 - 10 bottles of 25 Litres bottles each monthThey have created standard task for each type of water bottles.But customers are requesting different different quantities, that cannot be handled through recurring service program since the services adding only fixed qty to recurring service programs. Work around is to create several standard task with different quantities. But what if customer asked 100 types of quantities. Is there plan to open the recurring service program  for different material quantities and no of resources?Is there a way of balancing water bottles delivery by checking the weight or volume, may be changing the delivery dates 

How to handle the bundle task concept when task generated from recurring service and while auto generating the request and passing to  PSO

Hello All,Currently we are using Astea Alliance Version 14 HF 29. Application is used across 6 countries but now we have requirement from 2 countries that they need checklist with one question and base on answer (Yes/No) we have 2 more question with text. We have implement the checklist for one country. We have mapped contracts for that checklist so that whenever any service order is created using that contract, checklist will be added to activity but now we have request from another country and they also need the same checklist but they want it base on Node. How can we configure it? We don’t have that option in Alliance.

Hello there!I have been struggling with this problem in the past few days. While creating a quick search group (table ps_quick_search), I am able to create it but this message keeps showing up in the Web Client.Through investigation, I believe it is because only 3 of 6 required fields are sent to the data base but as this is OOTB thing, I don’t know how to change it. The problem is this only happens for a certain role because if I perform this action with others, the message doesn’t show up.I have also performed the test with two versions of the same screen (same role for both) and for one of them the message doesn’t show up, so I don’t believe it is a role problem.Has this happened to anyone?

There is a blank value that is appearing in drop downs. Does anyone know the reason why and how to remove it?  Metadata default value is “OPEN”. Code table has no blank values.  

Hello, We are experiencing an issue related to PSO manual changes (drag & drop rescheduling in the PSO gantt).We are on 6.14.0.27 as of Saturday Feb 01 2025.What we are seeing is as follows:A user will drag the activity to a new location (either same resource, different time or a different resource & different time)  Then when the activity is “dropped” (manual change initiated), the manual changes side bar / pop out box will be opened However, the “Validate and Apply Changes” & “Apply Changes” & “Validate” buttons will be greyed out., The option is Cancel This is the case with Preview Changes applied or not applied The target (updated) date & time field will be reflected in the manual changes box, but PSO is not detecting that changes have been made If the user then makes a subsequent change to any field in any of the fields in the manual changes side bar / pop out window or drags the activity icon a second time, only then are the change buttons available to select.

Hello everyone,I want to ask for your opinion/suggestion.I am using an integration between IFS Cloud and PSO. Once a task is assigned to a resource, it is transferred to the resource's mobile application (MWO).Can something be done in such a way that the next task assigned to the same resource will only transfer to the resource's mobile application when the previous task is completed?Thank you in advance.Best Regards,Miruna

I am trying to change the commit rules so activities are committing at 7am on the DAY BEFORE they are scheduled. All shifts begin at 9am, so I set the Time Before Shift Start to 1day 2hours and Time Horizon to 1day. Could anyone tell me where I’ve went wrong, shifts not committing as expected. 

How to hide the navigator  in FSM MObile 

HiWe’re developing our own flavour of mobile App for use with FSM.Any idea how I can, from a mobile script, pop-up/jump to the Work Status menu/screen?ThanksPaul

Hi,I want to perform cyclic scheduling for certain activities in IFS Cloud.While setting up the scheduling dataset, I can see cyclic value in the process type of the input reference. However, the scheduling document states that it is not supported in the current version, and I am also unable to find the fields related to RAM_Modelling_Pattern.Which version of IFS Cloud supports cyclic scheduling?or Is there any way I can perform cyclic scheduling? For example, I want to deliver materials to customers based on cycles. How can I create an activity for a customer, assign it to the same resource for all cycles, and ensure the materials are delivered.

how to split fsm mobile fields into two columnslike this , is possible ? 

When I enter fsm mobile my username is read-only, but i need to change the username on input

Hi Team,I have Set MWM_SERVER_TIME_ZONE_ID in Scheduling APP Param as “UTC”When i tried to create Non availability and Tasks towards PSO, its not showing correct time zone in PSO.Iam having Resources in different Time zone PST, MST, EST & CST.example: I have set Non Availablity in FSM for PST resources for 10:00 to 13:00. Person Place time zone is PST. In PSO:  Its Showing as 07:00 Am to 10:00AM, which is 3hrs before the Non availability assigned in FSM. This issue is happening for all the different time zone too.. May i know how FSM is updating the Time zone to PSO & How to solve the above issue. Regards,Rehaan

Hello,I want to create a custom event with a custom action to send by mail information that have been modified on a supplier form :In the body of the message i’ve done this : Supplier &NEW:SUPPLIER_ID &NEW:NAME has been modified by #PERSON_NAME#. But now i don’t know how to list the modification that have been done. RegardsPierrick

Hi, I have many places with multiple products linked to each place (with product_id and  model_id) Each product_id has a fixed Product_PM coverage end date (ex 31.12.2024). This end date prevents users from creating new tasks or inspections if it is earlier than the current date.Manually modifying the coverage end date automatically updates the new slots in PM schedules. But with sql update query it changes the coverage end date value but not updating slots in PM schedules.Problem: I need to update the coverage end date for 1,000 product_id’s across 1,000 places.It would be greta help if any one has solution or suggestion how to solve this. Thanks and Regards,Akshay.