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

HiThe pictures on the reports (from MWO) sometimes are turned differently than when taken on the devise (iPad, iPhone). Shouldn’t pictures look the same way? I have heard the reports don’t always know read the code for what is up and down - and thus looks differently than on the device?

Hello, does anyone know if in IFS Cloud a Quick Report (projection) can be used as a Datasource for a lobby element? Thank you! BR Herbert

Hi, I know the ReqID and I want to know to which RecurringServiceProgram this ReqID belongs. The API-Call: main/ifsapplications/projection/v1/RequestHandling.svc/SrvRequestSet(ReqId='62723')returns "Source": "RecurringService", Which API do I have to use to find the Recurring ServiceProgramm, which has created this request? Best regards Michael PS: We use 26R1.3

Hello Everyone,Currently with My client, users on boarding/off boarding process are done by multi-step process:1. User Management I IFS – Data Upload using multiple excel FND Users details, user group, access groups etc, Activate/Deactivate.2. Mobile Application Access in Company Portal using Azure AD to allow them register in Azure AD groups to download application via company portalSSO Login using Azure AD to allow authentication in IFS.Can you please help with if the IFS capability to simplify user onboarding / off boarding users via Integration from Azure/IAM to create users /delete or deactivate users in IFS.Request you to please support with available documentation that helps implement the capability.Regards,KamaleshProduct Version: 25.2.0Business Impact: Needed to simplify users onboarding and off boarding in IFS via Integration.

I am trying to allow a Application Status Tracking Dashboard that is used internally to be able to get to FSM Health Checki was looking at using /OData/perform_health_checkbut when reviewing how to setup the associated user and role. i was not able to restrict the role to appoint where it only has access to perform the heath check. in Functions i added Odata (readonly mode) and recevied authorization error (even though i am calling a status endpoint)so i tried without the readonly and added table restrictions to the Role. That stopped me from getting at the table data but i was still able to perform MPM’s in FSM so updating data. does anyone know how you might be able to Restrict a Role for Odata that allows access to the health check without giving it access to update/create/delete anything else? 

HI all,in the Service Information part of a Service Object the Recurring Programs can be displayed in a designated tab: The questions is: In this tab all recurring programs for this object type / model are displayed. Not just the ones for this specific object.Is this intended?Even if the object itself has no recurring program, all programs from the same object type / model are displayed.What purpose what that have?Thanks,Crhis

Hi everyone,Has anyone started using the IFS Cloud Service Execution Portal and come across an issue where assigned request task assignments are not appearing in the portal-Work Map? The tasks with correct location IDs (with Map Positions) have been created and assigned to the relevant resource, but they are not showing up in the Work Map. Are there any specific configuration settings, prerequisites, or filters that need to be enabled for task assignments to appear?Any guidance or suggestions on what to check would be greatly appreciated.Thanks,Nethmini

Want to understand when we will see the next “Due Next” Date in the RSP overview. We have completed the request tied to 5/28/2026, and expect the next due next date in the overview to be 10/1/2026.   In the overview for RSPs the Due Next date appears as 5/28/2026 even though the request is close.When will 10/1/2026 appear as the next due next date?  Please advise.Thank you,Ed 

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.  

Has anyone encountered the following error when creating an Invoice Preview from a Request Work Task that contains an alternate customer on one of the sales lines?My expectation is that the system should generate two invoice previews, one for each customer, using the corresponding delivery address ID for each invoice.Interestingly, when following the same process through a Work Order -Work Task, the system successfully creates two invoice previews without any errors for the same customers.Due to this error, when a Supplier Warranty exists and the supplier is added as an alternate customer, it becomes impossible to create the invoice preview.Is this a known bug, or could I be missing a configuration or setup step related to alternate customers and customer order addresses in the Request Work Task process?Thanks

hiIs there a way to give access to a page to a user/role with some fields restricted? Ex.If i need to disable the assign work button for some roles, is it possible? I know that this page can be made visible/not, can be made read only/update but at field level on a page, can we restrict for some roles?  

Hi,Few weeks back I was able to insert the Dataset in the Delivery unit in Service Org screen but when I am trying to use the same job and same input file, the dataset are not importing.What I Investigated is, table Service_Organization is not storing the datasets field now, but earlier it was there.Not sure if IFS has made some changes, can anyone confirm what needs to be checked?thanks in advance.

A. What is your idea?1) ClassificationChoose ONE: keep the applicable option and delete the rest.Opportunity for improvement2) Brief descriptionWhat happened, what is missing, or what could be better? Focus on the problem or opportunity (not the solution).Write here: The Equipment Object Navigator has the option to create and view different object structures. Besides the functional view it is also possible to set up and view a locational , from/to , process, pipe, and electrical structures. This is set up in the Structures section, and users can select which view they want to see in the tree structure on the Equipment Object Navigator. This provides a lot of flexibility in setting up asset structures, allowing users to see the connection between different assets in multiple ways and easily seeing affected assets in multiple views.All of this is not available on the Service Object and Service Object 360 screens, which is only providing the the Functional Structure. This limits the way t

Hi,We are looking for guidance on the recommended approach for managing historical Request and Request Task data in IFS Cloud 25R2.Specifically:Is there an out-of-the-box archive mechanism available for Request and Request Task entities? Can completed and cancelled Request Tasks be archived after a configurable retention period? Is there a supported process to permanently purge archived Request and Request Task data, including any dependent or related records? Are there any recommended best practices for managing historical Request and Request Task data in production environments?If anyone has implemented a scheduled archive/purge process or can point to relevant documentation, examples would be greatly appreciated.Thank you. 

Hi, In our Customer-Configuration we only use the General Information, the Address (location) and the Communication Method.We don’t use invoice/sales/Message/Contact/etc.With this minimum we can create a request or a recurring service for this customer. Our goal: Prevent the usage of this customer and his address (location configuration) in the request and recurring service. How can we mark this customer for not beeing used? even technically prevent the usage? Are there any better possibilities than to rename the customer and the address? Best RegardsMichael

Hi,Is there a way to enable a function similar to price limits in Request Contracts? I am looking to create a contract line where the works are free of charge only if it is under a certain cost. e.g. $4000. If it exceeds $4000, the the works can be invoiced to the customer.  Thanks in advance.

I’m currently working on a customer requirement which goes like this: they want to be able to interrupt a job as follows: technician starts job but then calls in sick and job cannot be completed by the same technician, so a new allocation for the remaining work should be done by PSO technician needs to leave current allocation for a more urgent job and the started job should either be rescheduled to the same technician, or allocated to a new technician additional context: client is not using MWO but their own mobile solution where they have the options of pausing/completing a job; they use IFS Cloud (NGSM Service Requests) as middleware between SAP & PSO. I tried two different approaches to fulfill their requirelents but I had no concrete outcome:As I tried to correlate their pause button in the mobile app with a potential trigger of incompletion status on PSO side, but then I realized that after changing the Work Assignment status to “Incomplete” in IFS Cloud, there no Follow-on j

Hi,The service resource was never used. I don’t wand to hide or block this resource.The URL: main/ifsapplications/projection/v1/ResourceIndividualsHandling.svc/ResourceSet(ResourceSeq=6403)Method: POSTreturns:{    "error": {        "code": "DATABASE_ERROR",        "message": "Database error occurred. Contact administrator.",        "details": [            {                "code": 20116,                "message": "ORA-20116: Resource.CONSTRAINT: The Resource \"6403\" is used by 592 rows in another object (Resource Base Schedule)."            }        ]    }}Which API-Call do I have to use to remove the entries in Resource Base Schedule? Best RegardsMichael

NGSM Demystified  describes changes and additional capabilities related to Service Management (NGSM) in IFS Cloud 26R1. People with experience in 25R2 should focus on chapters marked with 26R1☀️ and 26R1↗️.Chapters with 🖋️ provide new or additional details for features that were already available in previous releases.Features that rely on AI are marked with ✨.IFS Cloud newcomers will also find explanations of some common platform capabilities. If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates. For the first time I had to zip the document as it exceeded the attachment size limit. 358 pages cover:Terminology Getting Started IFS.ai Copilot 2.0 for Service Request Management Bundle Tasks Request Contracts Service Organizations, Access Groups, and Resources Service Contractor Management SLA Management Service Catalog and Standard Tasks Service Commercial Rules for Pricing and Costing Recurring Services Service Campaigns Service Projects Lo

Hi ,Prevailing wage can be enabled for a work order through the job rate management tab in prepare work order window. However, this is not available in Request Detail page. Does anyone have an idea on how job rate management can be integrated with Request labor rates. Thanks,Nethmini

HiOne of our customers want to add different types of fixed fees for most of the requests generated from recurring services in IFS Cloud. In most common cases, it is 3 types of fees. The invoiced must contain all the resources/materials used and these fees. Fees do not cover any resource used while doing the job. these are always fixed.As an example fees can be for documenting work carried out, basic fee for the visit and a fixed fee for the consumables used. We must get 3 separate lines in the invoice for these fees.Where do we add these fixed fees in the new service solution? In PM Actions we added these to the Work List/Planning tab.Thanks.

A. What is your idea?1) ClassificationChoose ONE: keep the applicable option and delete the rest.Opportunity for improvement2) Brief descriptionWhat happened, what is missing, or what could be better? Focus on the problem or opportunity (not the solution).Service Requests and Request Quotations are unavailable for Prospects, limiting both quotation development and advance service planning. As a result, the only practical workaround is to create the Prospect as a Customer before any commitment to purchase has been made.This forces sales and administrative teams to complete customer onboarding activities prematurely, including credit applications, tax liability reviews, and other required documentation. These additional steps not only slow the sales process and create unnecessary administrative overhead, but can ultimately prove wasteful when a Prospect never converts to a Customer or purchases the proposed service. Most prospect customers will not go through this effort just for a quota

The customer wants to use contractor-sourced materials to create a single Purchase Order for the entire job completed by the service contractors. However, the Payment Lines on the Request Task are not reflecting the materials, which means we cannot create a Purchase Order.This issue arises because the inventory parts are not being recognized in the Purchase Parts tab of the service contractor, as the contractor's scope is set as intercompany.This functionality needs to be implemented in future releases.

Hi All,Is it possible to do some configurations in Scheduling Workbench or PSO workbench?As an example, can we add “Service Notes” on this card under Task Details? an we arrangera Tabs in Activity Details?  How you can change /re-order items in these cards and sections?TIA.

A. What is your idea?1) ClassificationOpportunity for improvement2) Brief descriptionThe customer wants to use contractor-sourced materials to create a single Purchase Order for the entire job completed by the service contractors. However, the Payment Lines on the Request Task are not reflecting the materials, which means we cannot create a Purchase Order.This issue arises because the inventory parts are not being recognized in the Purchase Parts tab of the service contractor, as the contractor's scope is set as intercompany.This functionality needs to be implemented in future releases.B. Context and scope1) Who is affected?​​​​​Customers Partners2) FrequencyFrequentlyC. Value and impact1) What is the business outcome?Improves productivity or efficiency Enhances user experience Enables new capability Supports compliance or reduces risk2) Impact scaleChoose ONE: keep the applicable option and delete the rest.4 — Company-wide3) WorkaroundThe user could configure material as a fixed cost