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

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

I have users that sometimes gets the attached error message (“lookupCache Resource not Found”) when signing in to Smart Client using SSO. It usually occurs on first login for the day and it works after several retries. Does anyone have some suggestions on how we might solve this or what to look for in the logs?   

Dear Community MembersRef 24R1 IFS Cloud + PSOCurrently we are using Custom Events for various types of PUSH notifications for our integration layer, In reference to different entities tables example JT_TASK_TAB, JT_EXECUTION_INSTANCE_TAB, SVCSCH_TASK_ALLOCATION_TAB from IFS Cloud.We came to know that SVCSCH_TASK_ALLOCATION_TAB custom events push notifications can have issue in IFS Cloud and recommended not to be used. Instead of push we should do the pull for allocation information from IFS Cloud.Would like to know if any customers have successfully implemented the push notification of SVCSCH_TASK_ALLOCATION_TAB without any issues or who faced issue when implementing same? As we understand the pull will be more heavy on server when compared to push.We would like to have Realtime allocation information as visible in PSO in our integration layer, via push mechanism to avoid load on server or make redundant calls .Thank you in advance

Dear Community MembersRef: IFS Cloud Work Task / PSOWe came to know ,it is advised not to use Allocation on Demand  / Direct Allocation when using WorkTask with Resource Demand and using PSO.Can you please share if we have other members here who are successfully using allocation on demand (jtExecutionInstance) options in IFS cloud to assign tasks towards PSO without any side effect?Is there any product limitation or known issues, why Allocation on Demand should not used when supported by IFSCloud and PSO? Thank you in advance

Hi team, As per current design in PSO Appointment template we can keep the similar pattern of Timing for example : 8:00AM to 10:00AM, 10AM to 12AM etc. But there is a requiremnt this pattern should be changed for Weekend i.e 9:00AM to 11:00AM, 11:00ETC

Hello everyone,When reviewing past activities in PSO, we noticed that the displayed travel time is shown from the resource to the activity - instead of from one activity to the next, as expected.Do you have any idea why this might be?Could it be because the activities have been allocated (and not committed) and are in the past?Thank you!

Hello,I am not sure why our task.schedule_value is changing from 20000 to 38000. BR 99 is set up to update task.schedule_value to 20000.Response Code value is blank. 

As Part of a Service Management implementation we’re considering setting up the Service Technicians vans as a form of Mobile Warehouse but the Support documentation we’ve been able to find indicates that this is primarily intended for use in Part Searches, it makes no reference to what impact this would have on MRPIf our client manages some of the items contained within warehouse type VAN, will these parts be considered when MRP runs if they are also managed on a Safety Stock or Reorder point planning basis?

I use the Child Relation Editor to link to related tables without issue. In the example below I can successfully link to PRODUCT and use field form PRODUCT on this screen.  I now want to link to product_ext so the link would be stock_serial_id → product → product_extHow do I do that? I have tried the below.  However I get the error below when adding a field from PRODUCT_EXT so my linking method must be incorrect.  Any help on the correct procedure would be appreciated.Thanks,Barry

Hello, If we have a task that is allocated to a resource, they have not clicked on any statuses, if the resource wishes to move that task to the following day, i just want to confirm that the drag drop function applies to this scenario. Can we simply drag the task to the following day in console if it is the same resource without restrictions?  

Hello everyone,our customer performs many manual changes in PSO. When we execute a mass change, we encounter the following issue: only some of the unplanned activities are assigned to the selected resource, while the rest are returned to the unplanned activities pool.According to the documentation, there should be an option to fix activities to a specific date and time. However, this option is not visible in our system. How can we enable this option?I have admin rights, and we are using version 6.13.0.51.  Thank you in advance!

Is it possible to deploy PSO v6.15 to the same middletier kubernetes cluster setup for IFS Cloud FSM (24R1)?

Hi There,Could someone please put me in a right direction on the below issue. No recourses ( work center & labor class employees) loaded to PSO workbench after executing finite scheduling due to which shop orders are not getting scheduled.  

Hello everyone,We have had a problem with the outbound messages since the update to FSM 6 Update 31. When we reprocess the error messages, after clicking on the ‘Reprocess’ button and after a short wait, a popup appears that covers the entire right-hand side of the screen and cannot be removed. Only after the page is reloaded is this popup gone.It was noticed in our TST system, all areas of the outbound messages are affected. We have tested with various error messages, which all lead to the same result.The problem can also be seen in the screenshots I have attached.Product Version: FSM 6 Update 31 See the screenshots attached with a step-by-step guide on where to click:1. Click on Outbound Messages - Billing2. Click on Filters3. Click on Errors in outbound messages billing4. Click on any Message ID you want to reprocess5. Click on Reprocess6. Wait7. See the Popup on the right side covering the whole screenPerhaps one of you has already had to deal with this problem and has an idea how

If a catchall exception is generated, then below exception task is not visible in PSO?1. Invalid fixed resource2. Invalid activity location3. Invalid activity status Also let us know the meanining of above exceptions. 

New to PSO, I’d welcome some feedback on a burning question that I have. I apply my appointment template to a district, and it contains my slot usage rules. In this district, resources who work in the district have varying sizes of working area. Is the slot usage calculation, and capacity consumption derived from all the resources within the district, OR only from the resources who can attend the appointment request because their working area allows it. 

Hi IFS Community Team,I am looking to be able to GET a Resource’s status (i.e., whether they are considered logged on or off by the DSE) via the PSO RESTful gateway.I have looked at the Swagger docs, interface guide, scheduling schema, administration guide etc and it doesn’t appear that this is possible.Please can a member of the team advise whether this is possible? Or if I have missed something?Thanks in advanceBen

Hi everyone,When we assign unplanned activities to a person using the mass change function, the activities sometimes jump back to the unplanned area. In some cases, a portion of the activities remains assigned to the resource, while others do not.We also noticed that the resource preference is set to 1, and despite that, the change often takes a long time to process – only to result in no visible update.We checked the travel times but they are okay. Hope someone can help!