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

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

We have a screen using user_def_num fields which are optional. When records are created and these values are NULL, Web Client is displaying the data as NaN.Smart Client displays no value Can anyone offer a solution so that Web Client displays no value?

Hello community,Currently we are trying to create a connection between IFSCLOUD (23R2) environment & PSO workbench (6.13.0.19) through IFS Optimization Framework Configuration Assistant. Is there any proper workaround for this specific configuration? I checked the cloud documentation but failed to find any. Thank you very much

We recently established a new design revision as the standard. I would like to monitor how many users have switched to this new revision and how many are still using the previous version.Is it possible to create a query that provides this information?

Hi,We recently installed the 6.14.In the screen Shedule assistance screen, we have this message. (previously we don’t have it)It refers to Query Manager Do you know if a setting is missing ? In the installation ? Thanks and Regardsanthony

I’ve updated the design and saved the revision on my phone in the designer, but all the other users are still seeing the old design until they manually go to Admin > Refresh Design Data. Is there any way to push out an update to all devices with the new design?

Hello,I am trying to edit the unit cost on the Part screen but run into the below error.ErrorWhen looking at the std_part_cost_view table, it shows that 557727 has not been modified since 2023. When looking at Screen Events for the Part screen, there is only 1 screen event. I am unable to edit the custom metadata as it is under FSM Metadata but when I looked at the column UNIT_COST, it shows that Force Select is checked off. I do not believe that would be the issue as 5/15 parts errored out with the same error.When I checked the BR, there was only 1 BR running.I am not sure what could be causing this issue and it is happening frequently. 

Hi Is it possible to sign a work order in IFS Service Management from Backoffice, i.e. without sending it to the MWO?Regards

HI,We have the itinerary view in the backend. Is it possible to use this view on mobile for a a technicians in a smartphone/Tablet or not ?Is it a responsive ?What are the settings to allow  this view for a technician in the field.Thanks and regards anthony

Hyperlink is not appearing in web client, but it is appearing in Smart Client on a certain screen.CC EscalationsSmart ClientWeb Client When loading a different screen the hyperlink shows up.Financial EscalationsSmart ClientWeb Client Does anyone know what might the issue be?

iPhone users get an error message “User or password invalid” while trying to log in using FaceID but using the same credentials entered manually users can log in to the application. 

Hi,I have a many places with multiple products linked to each (with a product_id and modeli_id), each product_id has a fixed Product_PM coverage end date (for example 31.12.2024). This end date prevents users from creating new tasks or inspections because it it is expired or if it is earlier than the current date.Manually modifying the coverage end date automatically triggers slots and updates to the PM schedules which is fine. With Sql update query it changes the coverage end date but not triggering new slots in PM schedule.Problem: I need to update the coverage end date for 1,000 of product_id’s for 1000 places.any possible solution would be helpful.Thanks and Regards,Akshay. 

After creating a new script for mobile. It doesn’t appear in the list when trying to attach it to a field. Refreshed cache on main client.Refreshed scripts on the mobile designerRefreshed design dataInitialized the mobile device. Does anyone know of anything that could be stopping new scripts from appearing? Thanks

Hi,For one of my clients, I have standard tasks set up as follows: 1 or more demand lines linked to a resource group: Service All 1 or more demand lines linked to a resource group: (Vehicles...) The client expects that some of the listed skills are necessary to perform the job, but it is enough that at least one or two of the required people have those skills or a combination of them. For this reason, I was thinking of using "Share with Corequisite."The request is as follows:Request for 2 people in the Service All group, and of those, at least 1 person should have the following skills: 000000020 st00000009 st0000009 Team Leader (Caposquadra) Maintenance of Hydraulic Parts Level 3 (maint Org Idraulici lev 3) Maintenance of Hydraulic Parts Level 1 (maint Org Idraulici lev 1) Crane Operator Skill 1 (skill Gruista lev3) Crane Operator Skill 3 (skill Gruista lev1) Only 1 person with certificate: 00000008 Skill combinations should not be assigned, for example: Crane Operato

Hi,With PSO (in a stand alone) installation, Customers / Prospects may need a component (mobile application) for the field.We send activites in the application, and the technician gives updates about the tour and each activities : on route, on site, started, etc.This can also be used in the debrief or work rder report.Do we have this component in PSO  in addition to the backend and the engine ?thanks and regardsanthony

Hi,Currently I’m facing an issue with the below notification message, it should get the details from DB and print that in email as mentioned belowRecipient's Name - person.first_nameRole_Name - person_role.user_roleHow can we set the placeholder for Recipient's Name, Role_Name in html editor to fetch the data and print it in email.<!DOCTYPE html><html lang="en"><head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Email Template</title></head><body> <div class="container" style="width: 100%; max-width: 600px; margin: 0 auto; background-color: #000000; padding: 20px; border: 1px solid #dddddd;"> <div class="header" style="background-color: #1A2E61; color: #ffffff; padding: 10px 20px; display: flex; align-items: center;"> <h1>Welcome to IFS</h1> </div> <div class="content" style="padding: 20px; color: #333

Hi experts, Is there a way to get the current logged in user’s person_id (the person ID of the user who is trying to print a report via Report screen) in a rdlc file in FSM?Thanks :)

Hello Everyone,We are developing a report and In that we would like to show the current FSM logged user name in the report footer. Please assist or give your inputs to proceed further.Thanks.Mukil K.