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

how does the document approval process works in IFS? FSE attached a document & started approval which was set as per approval template. In this , manager approves the approval step & then only FSE can approve the document. So is it possible that FSE does not need to approve once approved by manager?

Hi all,We have a question regarding task availability. We use FSM and PSO, where tasks are created in FSM and then sent to PSO.Currently, we send tasks with the following fields separated by 24 hours (indicating 24 hours of availability for each task):<earliest_start_dttm><latest_start_dttm> However, when the task arrives in PSO, the availability in the Availability tab always appears different times, regardless of the time range we set.Could you please guide us on how to configure task availability in FSM? Alternatively, is there a specific FSM table that corresponds to task availability in PSO?Thank you!

Hi,If I’m not mistaken, pPreviously PSO was only installed on premise.Is it possible to install PSO in SaaS,  the hosting should manager by the current hosting provider of the customer  (not in IFS Cloud)The installation is stand alone, not with IFS cloud.Thanks and Regards 

Hi Folks  I was wondering if any knows a way to see the resource utilization lets say for 3 months. When in PSO-Analysis tab. It seems like I can get statistics but it doesn't have any date and it looks like it appears to a couple days worth of data but there are no dates I would like to see the Resource utilization for a metric but I can’t see to get trustworthy data. I tried to use the Archive but it gives me a ton of info but not the utilization percentages.  PSO Work Bench 6  

Hello,If I have two filters in PSO (both filters are the using the same criteria) and I apply both at the same time, then filters does not work. Does anyone know if this is the correct behavior. It does not make much sense to not work. 

Does anyone know how to bulk change triggers on recurring service programs?  We have 1000s of Recurring Service Programs, what is the best way to change multiple triggers from a Calendar based trigger to a Usage based trigger?  Or what is the best way to update Frequency on multiple calendar based triggers?  Updating this 1 at a time is not ideal.   

Hello, Our client wants to assign permission sets by mass to the users.The client has created specific permission sets. For the go live, we have our list of users (around 1500). However we need to assign them their respective permission sets. Is there a way to do it by a mass update? I lookked for data migration, but it does not seem to be possible. Thanking you. BRLakshmi

Hello, Our client is a Apps 9 customer using PSO version 6.9.0.18. They would like to upgrade to the latest PSO version or the PSO version 6.13.0.73 And my question is if this version is compatible for Apps9 and also for IFS Cloud.

Hi community,  Is it possible to add several Service organization on request contract ? Indeed, as you can see in the screen below, the tab “valid service organizations” is available but it is not possible to add another one.  Is this a bug, a future improvement ? Please let me know if you have any information.  Regards,  

Hi everyone,I have a list screen where I need to hide fields based on the condition. Is it possible?For example:I need to hide the fields circulated  

We are using FSM SmartClient Release: 6 Update 29 Build: 8961to send scheduling tasks (activities) to PSO 6.13.0.62. FSM sends tasks to field ops via FSM Mobile. We have multiple datasets in PSO. We also use appointment booking in FSM. Things have been working relatively OK for some time now, however several days ago we suddenly lost visibility to the PSO Scheduling Resources Gantt view for one dataset and see that the FSM schedule nightly process PSO DAILY INITIALIZE has errored out for that dataset since this past Saturday. We’ve tried to do the initialize manually through Maintain Dataset but that doesn’t work either.At this point FSM is no longer able to generate the overnight LOAD file for that dataset to synch FSM and PSO. For that dataset we get this error on the Gantt screen (you can see that when we select that particular dataset from the Dataset drop down, the result displays as “No dataset”):That dataset is configured correctly in both Modelling and Scheduling Datasets confi

Hi IFS community,  have a client where there is a request to automatically force the users to relogin after there is a deployment done. I know there are 2 app parameters that related to this : CLIENT_TIMEOUT and SESSION_TIMEOUT but these parameters are not automatically forcing the users to timeout in the WebClient version.The IFS Release on FSM is Release: 6 Update 29Release: 6 Update 29. Have also found a perform message that works in FSM Smart Client version but not in WebClient: <perform_logout_person>  <parameters>    <person_id> @person_id </person_id>  </parameters></perform_logout_person> So, does anyone know of a way to force a user to logout or relogin after we perform a deployment on an environment? Thanks!

Hi Experts,One of our customers is seeking guidance on modifying the DatabaseConnectionString parameter and they are using Azure SQL. Question:Would it be advisable to use an IP address and port instead of the SQL Server name to mitigate potential DNS caching issues? Current Connection String:<DatabaseConnectionString>Server=xxxx.database.windows.net;database=xxxx;user id=XXXXXXXXX;password='xxxxxxxx';Enlist='false';pooling=true;Application Name='FSMServer';Min Pool Size=20;Max Pool Size=1000;</DatabaseConnectionString> -Given that they are using Azure SQL, is this approach feasible?-If so, what steps should be taken to implement it correctly? Any insights or recommendations would be greatly appreciated! Best regards,Suvini Samarasekara.

Hi There,Could someone please help me with this issue. I have created a obstructive maintenance work which can be clearly seen in the both visual shop order operation planning as well as smart manufacturing planning board. This obstructive work is overloading the work center on which the operations are already planned. So, now as per MSO functionality, the operations need to reschedule for the other days where work center is available but this is not happening after finite scheduling and operations are getting loaded on the days of maintenance work.Also attached the MSO load file for further reference.   Regards,Mithun K V

I’m wondering if there is a way to have approved Absence/PTO requests appear in the Dispatch Console? Currently, managers have to create Misc Resource Allocations so that it appears in the DC and the technician doesn't get scheduled during that approved Absence. Not sure if this is native functionality or if configuration is needed? 

Hi everyone,I have an issue when I try to generate a request from an RSP, using ,,usage,, trigger type.Although I have all the data set correctly, the status is ,,generable,,, recorded value > trigger value, I cannot generate a request. I get the error ,,Cannot Generate Request,,Does anyone know what could be the problem?I am using IFS 24R2Thank you!BR, Miruna 

Hello Everyone, Does anyone know when FSM will be deprecated and will have to move to Cloud Thank you Shaik  

Service notesNote template text in Request management basic data.Is it possible to insert tables into that or it's just having features similar to notepad 

Hi experts,I'm trying to integrate IFS Cloud (24R1) with PSO (6.13) through the IFS Cloud Scheduling Optimization Configuration framework.When accessing PSO in Audits, I see that a DATA upload was successful When accessing the PSO in Events, I see that App Type SRG returns the message UnauthorizedCan anyone tell me where I can check this access to the SRG? Tks a lot

Hi,In request management Request , Request contract, it always use SEO order type for invoicing irrespective of Customer order type or  Request contract type connected order type.  Is there a way to change the customer order type in the created customer order? Br/Inoka 

Hi,I am facing an issue while using Product PM Request Generation.Goal: I need to schedule a task for a place every Monday in a month. To achieve this, I am using Product PM Request Generation.Problem: The system successfully creates four tasks for the month, but all tasks are generated with the same Task ID instead of unique Task IDs. Ideally, each task should have a different Task ID.Could you please guide me on where to check this configuration to ensure that each scheduled task gets a unique Task ID?ThanksAkshay

Hi There,Is there someone who can share documentation on Service Contract Mgmt + PM Actions + SLA (on contracts) for the R23.2 version? I can only find it about the new Contract Request - not the one I need. If somebody would also have a step by step manual, I would be greatful! Thanks in advance. 

Hello, Can anyone provide some context and detail on the Skills options/settings in the PSO ARP please? How are the “In use costs” and In use multipliers” best used?What are their designed use cases?What are the recommended settings for trial usage? I am hoping they can help us solve an issue: When we need to utilize a large crane truck, we hope to add more similar (crane dependent) work onto that same run for the day. This should of course be balanced against excessive travel distances to achieve similar work, but when using such a vehicle, it pays to maximise its specialist application, and then perhaps not use it at all on other runs. This would be better than needing to use the large crane truck every day for just 1 crane specific job a day. While other service work which does not require a crane truck can be done from that large crane asset, it is a better use of vehicles to use them primarily for their designed function.Thanks 

Hi,I’m getting the below exception in FSM while performing import/export through Perform FSM MPM“Cannot find a valid transaction for this process.”How to fix the above exception and perform import/export.

Dear All, I need to take all my configurations back up from IFS Cloud from one environment to another.In FSM we use package deployment to do so. I need this to do for  IFS Cloud.Is there any documents for this someone can share with me. Thanks in Advance,Pinmaya