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

This will include questions related to FSM and PSO.

  • 2,516 Topics
  • 6,602 Replies

2516 Topics

Timmermans Roel
Hero (Partner)
Timmermans RoelHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile Work Order versus Cloud application

Dear All, I’ve noticed that the standard IFS Cloud has a lobby called ‘Service Technician’ that seems to be using similar functionality as the Mobile Work Order application. When you click on ongoing Work Orders you get the possibilities to start travel, start work, complete work and do a report in. But I am still missing some things like: issueing parts, a service report BEFORE customer signature (so my customer can read what I’ve done - similar to the MWO). Is this functionality present in the IFS Cloud application, if yes, where can I found it? Or is it still under development or how is this moving forward? Best RegardsRoel Timmermans

4
A
Superhero (Employee)
1 year ago
Kasun Manuranga
Superhero (Employee)
Kasun ManurangaSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Are there any performance baseline definitions for FSM

Dear Experts:We have observed PM Tasks generations to be very slow in FSM also, the environment being slow intermittently. Do we have any performance baseline definitions for FSM to compare the behavior?Also, we have observed this is happening every day at a particular time period, there the utilization spikes on the environment.  How we can Track the cause? Thank You,Kasun

4
Kasun Manuranga
Superhero (Employee)
1 year ago
D
Sidekick (Customer)
drooijSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Create a list of variables for FSM mobile

Hi All, I’m struggeling to create a list via a Mobile Client Script.I succesfully recieve a Object with data via getDBValues, but I only need one item from that object. So I created a for loop, to go trough the object and store the value in a String, Array or Object (doesn’t matter). Creating a new Array or a Object seems not to work for mobile Als simply extending a var via the += method also not working.Example:var data = getDBValues(stringFormat("SELECT id FROM database_table WHERE type = 'placeholder'"));var arr = new Array();var list = ‘’;for(var i=0; i < data.length; i++) {       arr.push(data[i]['ID']);   list+= data[i]['ID'];} 

4
D
Sidekick (Customer)
1 year ago
P
Do Gooder (Partner)
p.pritiDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How can we send emails through FSM smart client

What is the process for sending an email through FSM Smart client

4
K
Do Gooder
1 year ago
M
Sidekick (Customer)
mkuehnlSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Display Product image on FSM Mobile Product Screen

How can we upload our product images to the FSM mobile to show our engineers a article image in the part usage?  Thank you Best regards Markus Kühnl

4
D
Sidekick (Customer)
2 months ago
T
Sidekick
TatKhandMSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Multiselect Button on FSM Smart Client

Hi Team,I have added the Custom Button in one of the screen and tried to implement the Multi Selection of Serial Id functionality, with reference of the Baseline Client Script of the  SELECT button in the Shipping Screen.I had implemented this Same script in New Custom Button which worked in the Web client not working in the smart client.Need Suggestion on this

4
T
Sidekick
1 year ago
S
Do Gooder (Customer)
Shamika_EluxDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to avoid crossing State/ Country Boundaries for a PSO Resource

We have a requirement where technician from one country should not be able to cross boundary and move to another country to work on a task near the border area of another country. We are not using Division or teams/ skills. Can we use Barrier functionality in PSO to achieve this? If yes how should we configure the barrier points? Any idea/ suggestion?

4
AdrianEgley
Hero (Customer)
1 year ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Client Script: Getting the row from response of createInsertRequest

Hi, what function can be called to get row from response of createInsertRequest? I have script to insert person_cal_except table.  The aim is to get row and exception_id of the new created record.. My script is like this:var newRec = {};        newRec.person_id = personId;        newRec.exception_type = exceptionType;        newRec.start_dttm = startDttm;        newRec.end_dttm = endDttm;        newRec.user_def1 = approved;        newRec.available = available;        var personCalExceptReq = createInsertRequest('person_cal_except', newRec);        var response = executeRequest(personCalExceptReq);            if (response['$type'] == 'ErrorResponse')                {            displayUserToast(getMessage('cUnabletoAddCalException','Information') + personId + '  ' + response.message,'error');           }          else          {              // alert('response' + size(response));                exceptionId = ?????? ;                // alert('exception Id: ' + exceptionId);              

4
JuniSihombing
Hero (Customer)
1 year ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

system user creation

We are trying to create system user but can’t find the option. below the screenshot. 

4
A
Superhero (Employee)
1 year ago
T
Sidekick
TatKhandMSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Data for XXX_sequence is invalid. The expected data is of type System.Int32 with None mask

Hi Team,Am getting the below exception in the server  log but the data is getting inserted for the sequence xxx_sequence column in the custom table.Data for XXX_sequence is invalid. The expected data is of type System.Int32 with None mask?Appreciate your supportRegards,Murali

4
T
Sidekick
1 year ago
D
Sidekick (Customer)
drooijSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Task is Read-only in FSM Mobile

Hi All, I have a requirement that technicians will allow to click on a button/link to preform some action. The button is located on the Task (DebriefOverview) mobile screen, but is read-only when no person is assigned. Any thoughts where I can configure these settings?Regards,​  

4
Shneor Cheshin
Superhero (Employee)
1 year ago
S
Do Gooder
seedaDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Generate xml with out outbound and capture

Is there anything we can generate xml using XMLmaps and capture the xml message without sending to outbound system ?. business purposes : we wanted to use this xml for creation another entity record with similar date using one entity use this xml to send sync response with customized perform definition.

4
S
Do Gooder
1 year ago
S
Do Gooder (Customer)
StejonatLDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

RMA issue with Receive to and Ship from place

Hi everyone, I have an issue with RMA. When I create an RMA, in the request_line, there are 2 fields receive to place and ship from place. I am aware that Business Rule 20 will help me populate these fields. If I try to use a place id for these fields, I will get an error when creating the receipt or shipment. The error is mainly “ ’Location to’ column in Receiving/shipment detail table requires a value.”For example, if  use the default MX REPAIR, I do not get this error.What setup do I need to do to properly set up a place for these 2 fields? So that I will not get these errors when creating a receipt / shipment?  

4
K
Hero (Former Employee)
1 year ago
S
Hero (Customer)
SHAUN_KERSLAKEHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO Update Issue - Scheduling Web Interface

Hello,We are an Apps 10 customer using PSO version 6.9.0.22.We use Scheduling Web Interface within our apps setup for IFS to communicate with PSOWe have just updated PSO in our TEST environment to 6.10.0.12, and post update IFS is no longer able to communicate with PSO. It would appear IFS Scheduling Web Interface is no more based on not seeing it within IIS settings of the PSO Server compared to Live environment. I reviewed the release notes PDF, and I can see in release 6.10.0.4 “Removal of Scheduling Web Interface and changes to other components to work with .net6”My question is, how do I resolve our problems and what is the alternative method to use now going forward within Apps to allow the communication to work again?

4
Djames
Do Gooder (Customer)
11 months ago
G
Sidekick (Employee)
GeeklkSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Adding a image file (Signature) to a Custom Report

Hi all, This is regarding a case that I have been investigating. Customer’s requirement is to add an image file of a signature which is generated from the FSM Mobile through a task to a custom report which the RDLC file is imported to the FSM Client.  Kindly let me know the steps to follow for this configuration.Thank you. Best Regards,Geeth

4
Saranga Amaraweera
Superhero
1 year ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Exception: System.NullReferenceException: Object reference not set to an instance of an object.

in one of our NON-PROD environments (luckily :-)), we encounter issue when updating a TASK record, always get below error the first time the record is updated.  The second time the same record is updated, it doesn’t get this exception error. We noticed it from mobile side.  The first update is not transferred to mobile.  After the 2nd update, then the modification is visible in mobile. Server log of fist update will show this exception.  The server log 2nd update doesn’t contain this exception.Message: The following error was encounter when attempting to export a task record with the key task_id=[task_id].Exception:System.NullReferenceException: Object reference not set to an instance of an object.   at Metrix.BusinessServer.BusinessPolicies.BusObjectPolicy.AddExportColumnData(MetrixDataRow rowIn, BusObject tableMetadataIn, XmlDocument& outboundMessageInOut, XmlElement& primaryNodeInOut, XmlElement& originalNodeInOut, BusObjExport exportRowIn, List`1& columnsAddedToMess

4
JuniSihombing
Hero (Customer)
1 year ago
Ann Degroat
Hero (Employee)
Ann DegroatHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Integration Inbound XML (IN_CREATE_OR_UPDATE_PRODUCT) return exception error intermittently

Customer is getting an exception Exception: System.TimeoutException: The request channel timed out while waiting for a reply after 00:01:00. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation may have been a portion of a longer timeout. ---> System.TimeoutException: The HTTP request to 'https://lely-fsm-prd.ifs.cloud/M5Service.svc' has exceeded the allotted timeout of 00:01:00. The time allotted to this operation may have been a portion of a longer timeout. ---> System.Net.WebException: The operation has timed out   at System.Net.HttpWebRequest.GetResponse() app param INTEGRATION_MESSAGE_EXECUTION_TIMER_INTERVAL is set to 60, would setting this application parameter to longer than an hour resolve this exception? Could restarting INTEGRATION CACHE solve the problem?Could restarting the ODATA IIS app pool solve the problem?Could rebooting the server solve the problem?

4
roklde
Superhero (Employee)
1 year ago
A
Sidekick (Partner)
AWLFSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Warehouses + VAN Stock Functional to system configuration fsm & pso

Good day,We’re trying  to model this situation:Service Engineers can pick parts both from their personal van stock + directly from different warehouses The VAN of a Service Engineer ever contain a safety stock PSO can assign extra activities checking before the parts availability of the personal van of service engineer and only after the availability of stock in nearest warehousesConfiguration of Person /*END OF SITUATION 1/*START OF SITUATION 2:Ok, now i want to check the logic for another situation:Service Engineers can pick parts only from their personal van Van stock is refilled by different warehouses The VAN of a Service Engineer ever contain a safety stock PSO can assign extra activities checking before the parts availability of the personal van of service engineer and only after the availability of stock in nearest warehouses PLUS In this case PLACE=VAN=451*/ END OF SITUATION 2 Questions:Is the situation 1 modelled correctly ? Am I missing some configuration, or Person configur

4
A
Sidekick (Partner)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

time reports inside work task

Inside a task, in time reports, only those entries get inserted for which transaction date is same as Planned start date, why? I think if a technician work for 3 days, he wants to enter his time report for Day1, Day2 & Day 3, he should fill here & it should be accepted.Also, when technician starts reporting time, the system shows me all the resources of assigned group, not only the assigned person, why?Ex. assignment of below task is to a Resource 25COPY  but in time reporting, it shows me all resources of assigned group--why? I expected it to auto populate the resource who is assigned to the task. 

4
A
Sidekick (Customer)
1 year ago
ATZMICHAEL
Do Gooder (Customer)
ATZMICHAELDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM: dependency of non part usage fields

There seems to be a dependency between the two non part usage fields quantity and transaction amount. Has anyone an idea why that is the case, and is there a way to disable this dependency?For example, there appears an error message if a zero is saved in the transaction amount field, that informs that the quantity can not be zero.

4
ATZMICHAEL
Do Gooder (Customer)
1 year ago
T
Do Gooder
TatKkkkkRDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Attachment is not coming reports

Dear Team,Can anyone tell me Is there any possibility to display the attachment in reports.We are trying below steps for displaying the attachments in reports Adding the Customer Signature for a task in mobile. In Report adding Image control, setting the Image source as 'External' in the properties. Fetching attachment path of the signature in query and configuring that in the image. Then uploading the RDLC file in the FSM application and generating the report, but attachment is not coming in the report. We have given the attachment directory app param.   

4
Saranga Amaraweera
Superhero
1 year ago
M
Do Gooder (Employee)
mealukDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO 6.9 Installation on SQL Server (HTM Bulk Copy)

Unable to get the HTM Bulk copy to work Command Promptcd /d C:\IFS_PSO\Software\PSOHTM\GB_6597007783\scripts\SQL”Hierarchical Travel Matrix Bulk Copy.bat” Hierarchical Travel Matrix dse1vmpe413 IFSPSO IFS0racl3 Receive the following error:-SQLState = 08001, NativeError = 53Error = [Microsoft][ODBC Driver 17 for SQL Server]A network-related or instance-specific error has occurred while establishing a connection to SQL Server. Server is not found or not accessible. Check if instance name is correct and if SQL Server is configured to allow remote connections. For more information see SQL Server Books Online.SQLState = S1T00, NativeError = 0Error = [Microsoft][ODBC Driver 17 for SQL Server]Login timeout expiredbulk copied data into Routing_Edgebulk copying data into Routing_NetworkSQLState = 08001, NativeError = 53Error = [Microsoft][ODBC Driver 17 for SQL Server]Named Pipes Provider: Could not open a connection to SQL Server [53].  

4
roklde
Superhero (Employee)
1 year ago
H
Do Gooder (Partner)
HannMatDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

PSO End of Shift Task Unallocation

Good day According to the documentation, the On/Off Shift parameters should influence PSO’s behavior, and along with changed to the Commit Rules in PSO, it should be possible to Un-commit a task if it has net been Accepted at the end of a shift.Currently, it seems that the On/Off Shift parameter on the Person records does not do anything, and does not push to PSO at all. How do I go about setting this up? Is there a setting or a business rule that needs to be updated?Regards,Hannes

4
H
Do Gooder (Partner)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

service request location vs location region

Hi In request management module, while raising a new service request, there is a field location, how is it different from location region? 

4
A
Sidekick (Customer)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

competency, certificate of resource

We have competency, certificate, region etc info in Dispatch console but where are they entered/set with the resources? In the resource screen, I could not find anything like this?  

4
Minindu Somaratne
Hero (Employee)
1 year ago

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