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

We are implementing MWM 8.2 and adding over Appointment slots at over 40 service centers with anywhere from 1 to 5 time slots. To my knowledge this is a manual effort, but wanted to ask the group if there was an easy button? 

I have previously posted a question on this but had no response.  I need to record the serial number of a part when necessary. This requires a data transaction to 2 tables. This is my code. It doesn’t error but it also doesn’t record anything. Any advice at all would be appreciated if (initialValuesHaveChanged()){      var taskTrans = generateDataTransaction("part_usage", "INSERT","");      taskTrans = addToDataTransaction(taskTrans, "task_id", taskId);      taskTrans = addToDataTransaction(taskTrans, "part_id", partId);      taskTrans = addToDataTransaction(taskTrans, "part_line_code", line_code);      taskTrans = addToDataTransaction(taskTrans, "line_code_type", line_type);      taskTrans = addToDataTransaction(taskTrans, "quantity", quantity);             var taskTrans2 = generateDataTransaction("part_usage_serial", "INSERT","");      taskTrans2 = addToDataTransaction(taskTrans, "serial_id", serial);            saveDataTransaction(taskTrans, "Save Part Used Entry");      saveDataTra

Hello, We are currently having this issue in PSO. We created several regions and connected for the beginning three resources to the regions. However, they are shown as duplicates on the gantt. In this case, resources 457, 464 and 494 are shown above, as if they wouldn’t belong to any regions and also under the current region. We deleted the resources, created them again, as usually, but nothing worked until now. Do you have any ideas here? Thank you,Iulia

HI Team, I am receiving below error while opening the screen in web client it was worked 2 days  back now getting error  and no new N:N relation ship added only removed add column in screen other than no changes .Can you please help me on this.  Thanks,Durga

We are using Apps 10 and PSO 6.11.We have a scheduling scenario that we cannot seem to get to work the way we want in PSO.  We have many locations that we service that have many pieces of equipment.  For example, one site we have, which is not uncommon has 15 pieces of equipment which we service. The customer and our company want all the work for all this equipment scheduled consecutively across a single week.  We have a single work order.  Each piece of equipment has it’s own work task per service being performed.  In this example, each piece will have 3 work tasks, making a total of 45 work tasks.These were all generated from multiple PM Actions, and using a Group Rule, when generated, they all combined into a single work order.  We had dependencies setup where two of the tasks per equipment are dependent on the third task, set to be “All or Nothing”, “Same Resource”, and Max Delay of 360 minutes.These dependency settings get PSO to always schedule the 3 tasks together properly, but

Hi,How can we use the 'View on Map' functionality in the Dispatch Console?I tried adding an address to the Work Task, but it doesn't appear on the map or show any results when using 'View on Map'. 

Hi IFS Community team,I am supporting a managed service-esque company with an IFS PSO Implementation that has now gone live. As part of this, we would like the event definitions for each of the event IDs for management as part of their managed services processes.In another case, this was handled by the MessageTexts.xml file for PSO v6.12. Please could someone kindly provide this file for both PSO v6.14 and v6.15?This will be a huge help.Thanks in advance,Ben

Hello,We are encountering an issue in IFS FSM (FSM Release 6 Update 25 Build 8597) when attempting to correct a SWAP process in the FSM browser. The scenario is as follows:We create a Request Type SWAP and a task. We add a Part Need (serialized), which is shipped to the technician, and then plan the task. The technician receives and uses the shipped product in FSM Mobile, completing the SWAP. This action appears under Part Usage and creates a Part Disposition. If done correctly in Mobile, the SWAP is closed. However, if done incorrectly (e.g., the product was not correctly added under Part Usage), we need to correct this in FSM Browser.To correct the issue in FSM Browser, we follow these steps:Add a Part Usage entry with: Line Code: Install Part Quantity: 1 Part ID + Place ID + Location The Part ID + Location is the technician. We then need to select the serial number of the product.The Problem:In FSM Browser, we cannot select a serial number and receive the error: "The number of s

Hi All, I installed IFS PSO (v6.14) as a standard installation.Created a self-signed certificate from IIS and configured IIS and PSO is working with the certificate. Then the certificate was added to IFS Cloud(24R2) through ‘ifscloud-values’ file as explained it a KBA. Any Idea on this ?    ERROR - 1Validating IFS Cloud callback URL failed. Error message was: PlsqlapServer.ERRINV: ExecutionException from Sender threadCaused by: ifs.fnd.connect.senders.ConnectSender$TemporaryFailureException: Exception while sending dataCaused by: javax.net.ssl.SSLHandshakeException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested targetCaused by: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderExceptio. If this is an external URL which can be accessed only from IFS Optimization server, it cannot be validated using the configuration assistant.

A key user from Germany has thought of an idea to book orders directly in PSO for a specific time period. This idea would be beneficial to all of the other users around the world when they are interacting with the PSO System. For example, the order should be for a technician between 8 am and 8 pm and should still be optimised. For this we would like to set a comment, which should be transmitted to our CRM.The benefit is that we can schedule directly in PSO and do not have to jump to CMR. 

Hi experts,Is there any way I could get early access to UPD32 release notes or at least some documentation which includes the bug fixes / enhancements that will be rolled out with UPD32?Thanks :)

From my understanding, the current behavior in IFS does not allow the automatic assignment of resources whose skill level is lower than the one defined in the task template.Example Scenario:Available resources: 5 excavator operators with level 5 3 excavator operators with level 4 Planned activities: 6 tasks requiring level 5 2 tasks requiring level 4 In this case, one of the level 5 tasks remains unassigned, even though there are 3 level 4 operators available who could potentially carry it out. The point of view of my customer is to reduce unassigned tasks due to competence constraints, while improving the flexibility and efficiency of the planning performed by the PSO. Questions:Is there a way in IFS (or PSO) to configure a parameter that defines how many skill levels below the required one a resource can be and still be considered eligible for assignment? Default: 0 (no tolerance – current behavior) Configurable: For example, setting the parameter to 1 would allow assigning lev

Hi Experts, I do have a scenario as following. Client wants to invoice the contract annually but generate the service requests monthly, can we use the same contract in FSM to achieve this ?How can we invoice the contract annually and how can we generate requests monthly based on the same contract?Thank you.

We have created a Work Task for a Service Request and have assigned it to a Resource Group:and have linked a person as a resource to the resource group:but can find no way to assign the Request Work Task to the individual person:Can anyone provide guidance on how this can be done, or confirm what Basic Data Setup would be required (and has possibly been missed) to allow this to be completed

I am trying to create a report to show the number of activities that are being manually committed to resources compared to activities that are auto scheduled by PSO but am struggling to locate the table and field in the Schedule Archiving Service. On the front end of the system, this audit appears in the Activity History section as shown below.  Would anyone know where I could find this information please to report on?  

Hello everyone,In PSO, we have two different datasets: one running on IFS Cloud and the other on the ARP file. We have created a profile for each dataset.However, when I change the parameters for a specific dataset, PSO applies the parameters from the default profile instead of the assigned profile. The profiles have been correctly assigned to the respective scheduling dataset.  Does anyone have an idea what might be causing this? Regards - Anastasiya  

We have a customer experiencing an issue with MWO Service Notes on iOS that is not happening on AndroidAndroid – The Note display area expands to display the entire text and, once the entire screen is filled, it becomes scrollable. This allows the greatest possible visibility given the size of the device.iOS – The note only displays within a box with no outline, and the only way to read it is to scroll the text within that small box. This makes it easy to miss content and not get the full scope of work.These notes are used extensively to communicate scope of work and actions performed between the field and the office. The limited visibility of the notes on iPhones is a significant hinderance in being able to fully use these notes.The company policy is that field techs use iPhones to interact with the MWO. IFS is suggesting fixing this in 25R2.Product Version: 23R2.Has anyone else experienced this and have a solution?

How can I get the customer name that is against the address to pull through onto work orders/work tasks, instead of the account name in IFS Cloud?  

I have created a view in the database and I am trying to access it from the output parameter in business rule but getting this following error “Metadata not found for select. Contact your system administrator for assistance.” I have already created the view in custom metadata. Am I missing any step here? How can I fix this?

Following the upgrade from PSO 6.10.0.17 to 6.14.0.65 and FSM 6 Update 25 to Update 31, we are experiencing unexpected behavior where fixed tasks are shifting overnight to different time slots.These tasks have fixed start and end times and should remain static once scheduled. No changes have been made to the underlying task data, configuration or scheduling constraints. Despite this, the planning board shows tasks in new positions each morning.We are investigating potential causes and are curious if any changes introduced in PSO 6.14.0.65 or FSM 6.31 may affect how fixed tasks are handled or persisted. Has anyone experienced similar behavior, or is there an explanation or setting we might have overlooked?Any insights would be greatly appreciated!Best regards,Jan-Willem Koster

FSM Mobile has a limitation on its login screen. Once a user is activated and logs in, it doesn't allow changing the user if another technician wants to use the application. We would like to find a solution so that the user can switch users whenever desired. I believe this is a code-level change, where can I find the class to make this customization and what is needed to have this functionality? 

We are required to log the serial numbers of parts for a new type of job we have taken on. Currently we have a lookup field for the part and a separate field for the serial where we will scan the barcode for entry. We then press a save button which has a  script for a data transaction to update the part_usage table. The issue we have is that the serial number needs to be recorded on the part_usage_serial This would require a separate transaction but the pu_id from the first transaction would be required as a key to link the tables.  Also because the part is flagged as having a serial number the original transaction fails.  In the smart client when you enter the part_usage a box pops up to enter the serial number and it all works. How do I achieve this on the mobile application? 

Where invoicing is generated from a Service Contract or a Request Contract, the final invoice does not have a reference to the original contract, which is a common requirement to display on the invoice document.Currently, any invoices generated from the request contract create firstly an invoice preview, then a customer order and lastly the invoice. These are the references available:On the Invoice Preview, the Work Task / WO number is available, but not the Request Contract On the Customer Order, the reference is the Invoice Preview Number On the Customer Order invoice, the reference is the Customer Order numberIdeally, there should be additional references available at all levels to the Request number and the Request Contract number, as well as Standard Command buttons to allow users to navigate to the source contract/Request / Work Task. 

Hi,I have activities that are unallocated in PSO that have been sent from IFS Cloud (24R2). When checking the explanations, I am receiving the following message as an example for an activity. "Activity 158727 cannot be scheduled. The activity is only available outside of the scheduling window."  Where can I determine the scheduling window or configure it so it can be allocated to a resource?  Best,Anthony 

Hi, I’m pretty sure this is possible.How do I set up a resource in ARP where their shift starts at 8am, but we might night want their travel for the day to start until 8:15am, 8:20am, 8:30am etc.Then the similar kind of thing at the end of the shift. If the shift ends at 5pm there can be a 30 minute window to allow an activity to finish or for travel home, but isn’t classed as Overtime. Cheers Ady