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

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

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.