Skip to main content

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

This will include questions related to FSM and PSO.

  • 3,276 Topics
  • 8,682 Replies
3276 Topics
wrprabash
Hero (Partner)
wrprabashHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
IFS Cloud - 24R1 - Skill Setup with 'In Use Cost' - Request management area

Hi Experts,I am trying to assign skills for my resources and use them in request tasks. My question is on field ‘In Use Cost’ (tool tip help : The cost to apply when the skill is available at the time and being used) in skill setup. I have set this value as 30 and did not use any other setups like skill levels.and then assign this skill to one of my resources. The first thing I noticed is that ‘in use cost’ in skill did not inherit. (Is this correct?)Then I created a request task with plan start and finish date within above date range and add above set skill as a demand. If I report time against this demand (with an assignment for the above resource or not) I always get the cost setup in resource group(which is 10).Can someone please explain if I should follow any other setups or my thinking about this functionality not correct?Thank you,Roshan..

292
wrprabash
Hero (Partner)
D
Do Gooder (Customer)
David OsolinskiDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
PSO Transitioning from Soap to Rest

Hi All,We are transitioning from Soap to the Restful Gateway, the Rest calls etc are fine and we have these working, the problem is that we need to remove the webinterface installation on the server but this is currently used to pull in the Service Reference to serialize the xml from the IFS Workbench into a DsSheduleData object so that we can use it in our inhouse code and then serialize it back to send back to IFS.My question is where can I get the DsScheduleData schema/object from when we don’t have the Service Reference to pull it from?I have located the DsScheduleData.xsd in the install documentation folder and created a class file from it using xsd.exe but this does not replicate the reference file obtained via soap so our code can not use it the same way.I also found a Schema.dll in the Restful Gateway folder and tried to import this but I get dependency issues and cannot load it into code,I may be missing something very simple but I am hitting my head against a wall at the mome

361
D
Do Gooder (Customer)
A
Do Gooder (Partner)
Aruni MunasingheDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
maximum number of tasks that can be assigned to a mobile work list

May I know - What is the maximum number of tasks that can be assigned to a mobile work list without causing sync issues? Please note that the customer is in UPD 30 

221
Shneor Cheshin
Superhero (Employee)
Pinmaya Kumar Singh
Do Gooder (Partner)
Pinmaya Kumar SinghDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM WEB CLIENT Lookup Data Population

Hello Everyone, I want to fetch data based on the part id lookup of one miscellaneous adjustment screenbased on the From place(Place for Stock) selection.Means in part id lookup I want to populate the parts that is only available from that place.not all parts.    When I am giving From PLACE as (TECH_39991021), I should only be able to see the part ids available in the TECH_399102(Place for stock) stock screen. Do I need to write client scripts or I can do this by lookup configuration in UI level.Please suggest. Regards,Pinmaya .

211
Shneor Cheshin
Superhero (Employee)
S
Do Gooder (Customer)
SJV1047Do Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
MWM 8.1 Cursor Dropping/comment deleting

We are experiencing the cursor dropping out of a comment field and sometimes deleting any text in that field. Has anyone experienced this issue? Is there a fix?

120
S
Do Gooder (Customer)
P
Sidekick (Partner)
preethi.a05Sidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
File is not attached with email

Hi,Currently we are facing an issue, a schedule xml has been added to run on daily basis to send email notification, but the excel file is not attached in the email, only the content in the message body is getting printed in the mail.  

976
P
Sidekick (Partner)
E
Sidekick (Customer)
etmshiySidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
SLA visibility in Resources screen

Hi Team,How can i identify SLA details on resources screen easily without clicking any options like activity screen.In activity screen we have options as below:  So can you please check & Confirm. In legends its shows as we can easily identify like below, so where i need to do the configuration for this.  Or is there any way in Resources screen i can easily find the SLA details without any click, please suggest. Regards,Shiyaz

373
E
Sidekick (Customer)
R
Do Gooder (Customer)
RTTATOVARDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Big data synchronization issue to FSM Mobile

I'm facing some issues with the synchronization of FSM Mobile.Mobile Replication from Scheduled process is activated.I just reduced the time to make it easier to check. After solving this issue we will update it to 1 hour.Let's analyse first the Sync rule Attribute:The XML Poster result just to check if there is any problem with the XML: Converting XML to SQL: Total amount of rows from Attribute sync ruleThe Mobile should receive 217.691 attributes.After synching the Mobile database returns:Mobile database result from Table AttributeFrom server database: 217.691From the mobile database: 200.000Difference: 217.691-200.000 = 17.691  Sync Rules concept investigation:From the beginning, I thought by selecting Batch-Delta the system would divide the total amount of rows int packages of max_rows from XML initial query. But If I do it and limite the max_row = 50000 as the advice: Doing this the maximum of received amount of data became 50.000. The system was only updating the data from the IN

624
R
Do Gooder (Customer)
M
Do Gooder (Customer)
MKNDANIELDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Validation Business rule acting on "logged in" user

Hello, I am need to build a validation business rule that acts based on who is preforming the action.I understand that in the I can place static values in the ‘expression’ area pointed at “user_login_id” but it appears that MUST be a static value validate against I would like to validate that against the view “direct_NPU_alter_auth_VW” that returns a list of person_id’s and a YorN field if they are authorized.   But it appears this is non functional. I have tried : “user_log_in.person_id = direct_NPU_alter_auth_VW.person_id and direct_NPU_alter_auth_VW.Bill_NB = ‘N’” but it does not work.. Can you help me with this logic? Best regards,Dan  

492
M
Do Gooder (Customer)
wrprabash
Hero (Partner)
wrprabashHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
IFS Cloud - 24R1 - Generate invoice preview - Request management area

Hi Experts,In work order functional area (before request management work stream), it is possible to generate invoice previews in bulk using ‘generate invoice preview’. It is not clear if this functionality available for request management area as well. If i check the navigator(24R1) i can see two entries, but none of them generate invoice previews for requests i have which are qualified and i can generate invoice previews for same records manually. Please advice.Best Regards,RoshanP.S : A related community post Request for a functionality similar to "Generate Invoice Preview" for Request Management | IFS Community..

422
wrprabash
Hero (Partner)
J
Do Gooder (Customer)
jantonioDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Change Task Size on the Scheduling Board

Is it possible to set a minimum width for a task on the scheduling board, even if the task has a shorter duration? The reason is that tasks shorter than 30 minutes become very small on the board, making it difficult to click on them and perform any consultation or modification.

274
Alexander Heinze
Ultimate Hero (Employee)
Timmermans Roel
Hero (Partner)
Timmermans RoelHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Service Contract ID not visible for WO

 Hi All, I am generating Wo’s from my Service Contract through PM actions. But I noticed that trhe field ‘Contract Id’, ‘Line No’ and ‘Customer No’ are not defined when creating the WO from that Service Contract. That strikes me as odd since that info is easily obtained. Adding the info after creatin is also not possible - IFS will give an error that the Contract ID cannot be edited for WO generated from PM actions. So somewhere in the background, IFS knows the WO was generated from a PM Action/Service Contract ID - but it does not provide the info. Is this a bug of an inconsistency from the application? It seems very strange and I can’t think of any good reason why this info should be missing. Best RegardsRoel  Background info:Create Contract ID ‘3’Create PM plan for preventive maintenance for contract ID and generate WO ‘12’ from PM plan Check WO 12 - notice that Customer No, Contract ID and Line No are empty   

764
Timmermans Roel
Hero (Partner)
S
Do Gooder (Customer)
SJV1047Do Gooder (Customer)
posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Utilizing PSO with a diverse workforce and unique Union rules

We are working on setting up PSO for short cycle work but have many different Job Types and Skills that we need PSO to handle.  How are others handling the potentially hundreds of Job Type, Skill, and Resource combinations. 

120
S
Do Gooder (Customer)
R
Do Gooder (Customer)
RTTATOVARDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM gotoscreen lossing current reference

Can anyone help me to understand why am I loosing the reference from the lastscreen controlkey ?  I’m not sure which one I should use: getcurrentkey or getcontrolvalue. For me is not clear. Anyhow it is not fetching the selected Attribute from the list. Any ideas ?

372
R
Do Gooder (Customer)
N
Do Gooder (Employee)
nurtlkDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Parameter from a FSM lobby to a Cloud page

Hi, I need to implement a lobby in FSM which navigates to a cloud page and need to pass the place_id(stored in the database) as a parameter.  please advise on how we can add a parameter to a URL in a lobby in FSM.The link to the cloud page that we need to access(parameter is highlighted): https://tracker-cfg.ifs.cloud/main/ifsapplications/web/page/CustomerInvoiceAnalysis/Form;$filter=%28Identity%20eq%20'CMWCUS001'%29 Thank you.

964
S
Do Gooder (Employee)
A
Sidekick (Partner)
aishwaryaSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Getting Error while uploading attachment in mobile application

Hi Team,I’m using the Attachment functionality in mobile to capture attachments for ESCALATION table.From the  mobile screen by using the Attachment icon of (user_def13 field inside escalation table).After uploading  an attachment and while saving  the record , the data inserted in to user_def13 field as a negative integer value such as -1, -2, etc., in the DB instead of the filepath.To solve this issue, we followed the below steps:1-We created a table called "c_escalation_attachment."2-In that, we added columns attachment ID, escalation ID, and c_user_def1.Then, we mapped the relationship, one with the escalation table and one with the attachment table.Then, in the default definition, we mapped c_user_def1 with the attachment_name of attachment table.After that, we also mapped the c_escalation_attachment table in the escalation table.Then, in the mobile version, we added the same c_user_def1 as the attachment field and tried to insert the data again.After filling in the data and submi

372
B
Hero (Customer)
A
Do Gooder (Partner)
AccSumitWDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Error when doing ifs cloud mobile development training course

I am currently facing issue with my IFS Application. It seems that error is appearing on every pages as shown below.I suspect this might have occurred because I mistakenly deployed some components (FNDBAS, APPSRV, ENTERP) files which were not required to deploy while I was doing the practices in the training environment of Mobile Development Training.Could anyone please guide me how to resolve it. Thanks,Sumit 

130
A
Do Gooder (Partner)
Pinmaya Kumar Singh
Do Gooder (Partner)
Pinmaya Kumar SinghDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Mobile Hide Value

HI,In mobile I am hiding few fields based on the drop down selection.Can someone help me giving some basic syntax examples. Like I need to hide X field based on Y fields drop down selection(Say Z). Thanks In Advance,Pinmaya 

311
Shneor Cheshin
Superhero (Employee)
R
Do Gooder (Customer)
RAQVVAIDYADo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
TOM TOM Connectivity in IFS Cloud

One of our customer is looking to use TOM TOM for GIS integration for Field force enablement and Unit location visualization inside IFS Cloud in Dispatch Console Map.Please Note: They are currently not using PSO.While we understand ESRI and Google maps is what IFS gives out of the BOX, is there any option to connect using TOM TOM without customization, or do we have any connector via which it can be done directly on IFS Cloud?

343
Alexander Heinze
Ultimate Hero (Employee)
R
Do Gooder (Partner)
rishi.guptaDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Assigned task are not appearing in mobile application as a job

Step1 :  We have created a new workflow in fsm for sample application.step2: we have created a new task type for the workflow.step 3: when we are going to assign a task (with newly created task type) to user that is not reflecting inside the mobile application in job screen. step 4: Inside this new workflow if we assign task (with pre-existing task type) to user then its work fine. Could you Please help us to resolve this issue as we are mentioned in step 3..

342
Shneor Cheshin
Superhero (Employee)
B
Superhero (Customer)
bdoucetteSuperhero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
How to Copy a Service Quotation?

Hello, I’d like to copy a service quotation. How might I go about doing this? I see that Sales Quotations and Customer Orders have a copy button and page, would I need to create a new page and projection to accomplish this?Thanks,Bryan

963
A
Do Gooder (Customer)
F
Do Gooder (Partner)
FluffyDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Navigating to a survey

Hi all.I need to be able to navigate to a survey using the client script. The goToScreen() function does not seem to allow this and gives a null reference error. Here is the line I am using: goToScreen("DebriefSurvey5");The idea is to press a button to go to an individual survey.Another instance I need to do this is when I want to sometimes not show a mandatory survey that is followed by another survey. I need to be able to navigate to a survey screen in this case.

783
Shneor Cheshin
Superhero (Employee)
D
Sidekick (Customer)
drooijSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Mobile - decimal cut off

Hi all,When I fetch a Part (in mobile), it will be cut off if there are more then 8 numbers after the . (dot). The field is a String, adjusting the metadata hasn't been succesfull so far. However the value is correct in a Alert, but when pushing the data via a savadatatransaction the value is cut off again..See screenshot.  

221
Shneor Cheshin
Superhero (Employee)
M
Sidekick (Partner)
MIGDNASidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
FSM Business rule modification - XML message

Dear FMS experts.I have a commitment notification (email) via a Business Rule (BR) that is sent as Request have ETA in jeopardy. The existing BR updates the Request Events and add a Event Type “Sent Email” that triggers and email that is hardcoded to one individual email address.The new requirement is to send the email to different recipients, such as engineers and manager[1] I am struggling to find how the Event Type “Sent Email” is linked to a singular email address[2] can I modify the XML message to include a parameters that look at engineer and manager?Please see the BR in the next screenshot and XML_message code

666
Shneor Cheshin
Superhero (Employee)
N
Sidekick (Employee)
NEJANOSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)
Navigator Designer Changes for MWO

In core MWO application, there are some functionalities only available in the MWO navigator section, not as separate tiles (Ex: My Misc Allocations, My Work calendar).However, if mwo users wish to see them as tiles we can add it via Navigator designer.But the problem is that when the new tiles are added, they are being added to the mwo navigator as well. Therefore, they end up as duplicates in the mwo navigator. Is there a way to keep only one entry in mwo navigator, such as hiding unnecessary items from navigator? So the questions are; how do get the standard items to be visible in the Dasbhoard OR how do I remove the standard items from the Navigator?Thanks and Regards, 

360
N
Sidekick (Employee)

Badges

  • 5th Reply
    pabdouhas earned the badge 5th Reply
  • 1st Topic
    DMThas earned the badge 1st Topic
  • 1st Reply
    Mike_Phas earned the badge 1st Reply
  • 1st Topic
    mariecrisfloreshas earned the badge 1st Topic
  • 1st Reply
    nbanithas earned the badge 1st Reply
Show all badges
Terms & ConditionsCookie settings