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

Hello experts,We are working with a customer with a multicompany environment. For instance, this customer has setup Company A, Company B and Company C in IFS Cloud 24R2.Is it possible to enable company A to perform service work while Company B holds the service contract?At this point we are interested in potential approach considering we are talking about allocating a WO to Company A while the Service Contract is hold by Company B.Many thanks for you help.Miguel NB: changing the Forum

Hi all,For 1 of my customers we are planning to have 2 contractors to work on "Delivery” or "Installation” Request Work Tasks. Also in combination with PSO to schedule.Basically we want 1 of them to use the MWO Service App so that work get's assigned and work will be reported via a mobile device. So what I was planning is to have 1 unnamed person and 1 bucket resource. The unnamed person should get the assignment on his mobile device while the bucket resource is not expected to accept or report work.It turns out that my example scenario doesn't work because I am getting this error message:"Person '1000' is not connected to a valid Mobile User.”I can also not set the Bucket Resource as Mobile user. Which makes sense because it is not a real person but more a capacity placeholder. But then I would atleast expect that I can sent the Work Task to the mobile of the Person Resource… I would like to be able to sent the Work Task to the Person while there is also a Bucket Resource connected. F

Hi everyone, I have a situation, where there has been registered absence in the IEE Client - this absence is then showing as expected in PSO as a Private Activity.However, when changing the status on the absence in the Client to “Cancelled”, this status change is not reflected in PSO. In the Client, is can be seen that it’s in status “Cancelled” and nothing is showing on the Time Card Absence is working as intended, but not when it is cancelled. PSO: 6.11.0.21IEE: IFS10 UPD5

Like in FSM 6 do we have the same Import Export feature in IFS CLOUD as well, or is there any other way to import the person, shifts etc. to the IFS CLOUD? 

How we can map a technician under a manager or supervisor in IFS Cloud. And how the manager get the exception approval raised by the technicians reporting him?

Hi. We are looking for 2 fields in the filter expression strings in PSO.The first would be the FSM Place. The closest we can find is “Location.Name” which gives us the FSM place name, but we also desire the place ID itself. Is this available?Secondly, can we filter by SLA type specifically? We would like to differentiate between “Primary” and “Standard” SLAs, regardless of base value in our filters. Thanks

Hi everyone, We are frequently seeing the error message “An error occurred on the Workbench Client” in the event logs, with Event ID 2310.Has anyone encountered this issue before and might know the cause or how to resolve it?Additionally, we’ve noticed that a deactivated resource alert is still being displayed – could there be a connection between the two issues?Thanks in advance for any insights or suggestions! Best regards,

Hello Expert I need your advice on the following scenario:Scenario:We have an integration between SAP C4C and IFS Cloud(24R2). Currently, when a request is created in SAP C4C and transferred to IFS Cloud, the system automatically generates a new location with a Location ID and associates it with the customer in IFS Cloud. We are trying to prevent the automatic creation of this location in IFS cloud during Request creation. Could you please provide guidance on how to prevent the automatic creation of locations in IFS Cloud during this process? Do you see any impact in preventing the creation of location in IFS Cloud. Regards,Bharathraj 

We are using  IFS Cloud 24R2 and PSO for auto scheduling. our requirements is,Create Request quickly and assign if resources are free or schedule for future dates using appointment  PSO dynamically allocate. WFM manually commit recommended by PSO .client may not prefer to use two systems . Can you please provide following information on dispatch console. i am not able to find proper information . can we use “Dispatch Console” to show PSO allocations.(like every 1/2 min) if manually assignment in “Dispatch Console” ,will this information flows to PSO for optimizing requests in “Dispatch console” bigger screen , we can only see Technicians, is there  any we can see “Technicians and Tasks” in bigger screen.  “Dispatch console” can we make filter Resource / Technicians as per “delivery unit” by Admin and should not modify by WFM .(like pso “OBJECT_GROUP_FILTER” to “Service Delivery Unit”

We are using  IFS Cloud 24R2 and PSO for auto scheduling. our requirements is,Create Request quickly and assign if resources are free or schedule for future dates using appointment  PSO dynamically allocate. WFM manually commit recommended by PSO .client may not prefer to use two systems . Can you please provide following information on dispatch console. i am not able to find proper information . can we use “Dispatch Console” to show PSO allocations.(like every 1/2 min) if manually assignment in “Dispatch Console” ,will this information flows to PSO for optimizing requests in “Dispatch console” bigger screen , we can only see Technicians, is there  any we can see “Technicians and Tasks” in bigger screen.  “Dispatch console” can we make filter Resource / Technicians as per “delivery unit” by Admin and should not modify by WFM .(like pso “OBJECT_GROUP_FILTER” to “Service Delivery Unit”

I’m trying to set a PM Action status for a Serial Object as Active, but doing so generates an error message: Error message regarding Time Zonesbut in the Service Object 360 I can see the location in which my object is installedConfirmation of installation locationWhen I check the location it has a Time Zone assignedTime zone for locationI can’t find anywhere else to change or create a Time Zone setting, I’m hoping that someone can point me towards where I need to go to correct whatever is causing this error

Hello IFS Community,I am new to configuration in IFS Cloud and am wondering if there is any easy way to find out which arguments are expected by methods that can be found under Entity > Packages.I only seem to progress here using trial and error with some key fields. A current example would be the method MAINT_MATERIAL_REQ_LINE_API.Get_Task_Seq() on the entity MaintMaterialReqLine. Is there any documentation on this that i did not find yet? Not just for the specific case but in general? 

Can I install more than a single FSM Customer Portal. I have different requirements from different customers. Some need to add notes and others are restricted, also I’d like to offere different home branding to different customers as they are greeted by the home page.  In short, different branding and different requirements by different customers. This is to be managed by a different instance of FSM Customer Portal being installed, and so each customer will have their own URL?

Hello Expert,Could you please advise on how to handle the following use case in IFS Cloud and PSO?In our field service operations, we typically assign two or more technicians to a service job at the customer's location. It is only required that one of the technicians possesses all the necessary skills, while the others do not need to meet the same skill criteria.Is it possible to configure IFS PSO to allocate the activity to a primary technician based on a skill match, while assigning the remaining technicians based on availability and other constraints (excluding skills)?Thank you in advance.Regards,Bharathraj 

in PSO road map 25R1, AUT-E-199 : Improvements in the Optimization Engine“The ability to define a location and regions for an activity, even though there will be no travel to the location as the work will be carried out remotely.” is this feature already released?   Do we have any document related this?.we are looking for ignore address of the activity  . Assign resources to activity based on skill and region without travel.   

Hello Experts, Is it possible to see in the system, who has created the “Scheduling Optimization Configuration”. Do we have logs or report , where i can see when and who created this configuration in the system? Regards,Bharathraj 

Hi.I need to update multiple contract statuses depending on another contract’s status.The solution im trying to use is having a table I created named c_contract_link where I list contracts that should be cancelled when the primary contract gets cancelled.Now im trying to mass update on the contract table using the values from the c_contract_link table.  <perform_batch>  <sequential_dependent><mass_update_contract result_name="link_select"><hierarchy_select>  <primary_table>c_contract_link</primary_table>  <attrs>    <attr>c_contract_link.linked_contract_id</attr>  </attrs>  <from>    <table>contract</table>  </from>  <where>    <data_constraint>      <constraint>        <left_operand>c_contract_link.contract_id</left_operand>        <operator>eq</operator>        <right_operand>@contract_id</right_operand>      </constraint>      <constraint

Hi Team, We are exploring options to enhance user notifications in the FSM client screen and would like to know if it is possible to trigger a popup using business rules based on specific column values. Currently, we are aware of the "Type Alert" option, which allows us to display messages. However, we are looking for a solution that can throw a popup directly from a business rule trigger, rather than just displaying a message value. Additionally, we would like to understand if it is feasible to throw an alert or popup from business policies customization to inform the user. For instance, we have an OOTB method for attachments that triggers our customization policy. We want to return a message or alert in case of success or failure. Specific Requirements: 1. Popup Trigger: Ability to trigger a popup based on certain column values using business rules. 2. Customization Policy: Capability to throw an alert or popup from business policies customization, especially when an OOTB method is c

Hi Community,Looking for feedback on any observed issues or recommendations with implementation of CrowdStrike EDR on FSM6 on-prem servers.Thanks as always.Richard 

Hi, I need to configure some new Task status in IFS cloud, and some status for IFS Cloud to Sync with PSO.In FSM 6 there is screen called Task Status but in Cloud Where I can find these configurations? Thanks,

Hello, Our customer would like to be able to see the calendar week in PSO, as we have it for example in Cloud. Is something like this possible?PSO:They would like something like this:Thank you very much,Iulia

We have been presented with a challenge to integrate IFS FSM6 with ServiceNow.I believe that due to company security policies we cannot integrate directly and need to use middleware or Saas like Boomi. We need to integrate both Incident work orders and asset information.Is this a difficult thing to do? Is a lot of development work needed and is there a need for a lot of FSM support?Any advice, guidance or support would be geatly appreciated. :-)Many thanks, 

Hi Team, I am not able to create a new permission set by clicking on duplicate option. I  am not able to copy existing permission and create a new one getting below error while doing so. 

Hello, Our customer has the following scenario:Technicians have a shift template of 50 hours per week. However, they are only allowed to work a maximum of 38.5 hours per week. For example, a technician might work 10 hours on Monday, but in that case, they would need to work fewer hours on the remaining days so that the total weekly hours do not exceed 38.5.We’ve tried to replicate this for PSO using utilization or shift utilization, but these features are based on daily utilization and don’t help manage the weekly total effectively.Do you have any suggestions on how we could model this in the system?We are using PSO integrated with IFS Cloud.Best regards,Iulia

We have noticed that Line Code items are consistently assigned a ‘Bill Cost’ of $1.00 and we are not clear on what is causing this behaviour.  The assumption is that a rule or parameter is making this calculation when the line code is added as a non part usage.  Can anyone shed some light on how or where we can default this to $0.00? Line code set-up with Unit Cost as <blank>  Thanks,Richard