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

HiFor a task, the time difference between work started & completed is automatically clocked & gets filled in time reports. I need to manually go to work task clockings & delete it. Is there a way to avoid getting entry for it?I need to show only the time which is manually filled by FSE.

Hi,I have a question regarding the standard IFS date fields.By using the “Field description” option we can see how some date fields get there values. Many of these date calculations are system created but I was wondering if there is a way to somehow manipulate these system created date calculations in IFS Cloud? For example setting “Planned Ship Period” date field in the Customer Order Line to be calculated the way we would desire.

Can anyone comment or advise on this please?I have a business rule that creates a request_event using this XML:<update_request_event><request_event><request_id>@request_id</request_id><event_type>XXXXXXXXXXXXX</event_type><request_sequence>@request_sequence</request_sequence><insert /></request_event></update_request_event> I also have another rule on the ‘Request Event Notification - Rule 07’ that sends a notification on that event. Here is the issue: If the rule that creates the REQUEST_EVENT fires off REQUEST_TEXT.TEXT_ID, then the REQUEST_EVENT is created as expected and the Notification Rule picks this up and send the Notification out, however field {{request_text.text}} is blank (Substitution map is set up) If the rule that creates the REQUEST_EVENT fires off REQUEST_TEXT.TEXT_LINE_CODE, then the REQUEST_EVENT is created in an identical manner and the Notification Rule picks this up and sends out the Notification a

I need to create a function for print a report for my task from mobile, its possible ?

how to create a layout for pdf for a report from mobile ?

Hi,From my understanding, there are two ways to add the “return travel” and record this transaction in reference to the task when a task is completed from the mobile:The "Report in" functionality involves inputting an estimated arrival date by considering the departure date and time, along with the duration of the trip. "Time" functionality: The technician initiates a "Return Travel" transaction by selecting the mobile return travel option. This transaction is completed when they select the stop travel option.In our case, in both scenarios, we receive failed transactions in IFS Cloud, and the information is not saved. Below are the "errors":Scenario 1 :  Scenario 2:  Do we need to configure some basic data for the mobile users?Are there any configurations for Return Travel that we’re not considering?Thanks Stefania & Eleazar​@SDN 

Hi Everyone,I have scenario where i need to run one of custom MPM during the load event of screen. is it possible to call the explicit BR during the screen load event of the Screen. Thanks in advance

Hi,In PSO, is there any possibility of considering the weight of the truck as a constraint for scheduling?

Hi,Is there a way to setup resources in a standard task if the work can be executed by two or many resource groupsex: Delivery and Installation ServicesIf there is a task for Delivery Service and if Drivers are not available and Technician can deliver the product if he is having the driving licence while he is going for his installation work.    

Hi Experts,I need to review some configurations in FSM to determine if they are built, tested, stored, and documented according to the Tailoring Guide and IFS Application Quality Standards.How can I get started with this? Are there any specific documents that I can refer to and where can I find them?Thank you :)

Hello All,How do i connect the Maintanence organization in IFS to PSO Groups ? The client is not using data in PSO planning to connect Group data from the PSO.Instaead it should comes from the IFS Apps integration. I have tried using Attributes/Parameters but none of it worked. PSO Request from IFS APPS: <Object_Group>  <id>100-R-123456</id>  <group_id>100</group_id>  <resource_id>123456</resource_id> </Object_Group>100 is the site in IFSAPPS. I have set up different groups in PSO, need to make a connection to those groups.Thanks in advance,Best Regards,Vinu

I’m currently facing an issue when trying to load data to PSO from IFS Cloud. My dataset appears empty in PSO even though I have resource and activty information in the DC (coming from the same dataset) and I receive this error (Background Jobs) when sending a Full Load to PSO: Does anyone know what is causing this error and how it could be fixed?Thank you very much in advance!

Hi,Is there any possible way to update the total miles generated in PSO to the cloud (i.e., the total miles traveled from the resource location to the activity location)?

Hi,I have a calendar setup with Tuesday, Wednesday and Thursday as work time. Now I want set all Mondays and Fridays to be non working days where no task should be assigned to the person with that calendar. Is there a way to add non working days other than the creating calendar exceptions as that cannot be done for each week manually. Also having Tuesday, Wednesday and Thursday as work time does not restrict from assigning task on Monday and Friday. Can anyone suggest a solution for this issue?Thanks.  

I have a serialized part and we are trying to do shipment in FSM for that. However we are getting Column Bin ID(s) in table stock serial have invalid values.We are not maintaining any bins in the application and hence the serial is available in location directly.Anyone faced this issue??? What could be the reason for the same. 

I want to update user_def13 with attachment_name. user_def13 is in the escalation table, but there is no direct relationship between the escalation and attachment tables. So, I created another table named c_escalation_extension.I have written a business rule to insert esc_id, attachment_id, and attachment_name into c_escalation_extension. The insertion is working correctly. Update operation is not working. User_def13 is not updating with attachment_nameBelow is the configuration I did for the update operation in business rule and custom process 1- Primary table = ESCALATION 2-execution type = all rule all value match 3-execution point = after commit insert 4- rule input      table = c_escalation_extension column = esc_id             c_escalation_extension column = attachment_id5-input parameter    c_escalation_extension.esc_id(new) operator = equal value = blank    c_escalation_extension.attacment_id(new) operator=equal value = blank    6- XML Query<perform_exec_db_edit>  <par

Hello everyone,First of all, I apologise if there is already an entry on this and I have overlooked it. Maybe one of you has an idea how I could solve the following task:I am looking for a way to run certain SQL queries on a daily basis and then send the results of these as a PDF by email, as part of my daily monitoring, so to speak.I use the Smart Client for Windows in the following version:Release: 6 Update 25Build: 8597My idea would have been to do this with the menu item ‘Monitor Schedules’ as a daily job, but I haven't quite figured out how to do this, or whether there might be a simpler solution to my problem.Best regardsLars

Hi ALl, Doing a project in 24R1 where I see some strange behaviour and wondering if we are dealing with a bug. Situation:I have a Work Task where I need to assign a person to the Work Task using a Resource group (Resource Type = ‘Person). Standard allocation against the Resource demand works as expected, but I am also trying to use ‘Direct Allocation’. And I noticed that not all of my Resources are showing in the drop down list. Initially I didn’t even see any. So I’ve been trying to debug and investigate and I’ve found the cause of the issue but now I am wondering if this is a bug or ‘functionality as intended’. And if it is ‘functionality as intended’ - what would be the idea behind that way of working because I can’t imagine why this would work like this. So what I have found out is:Direct Allocation does not take into account persons belonging to the top Resource Group, only from subgroups. And I have no idea why this would work like that. I am trying to make sense out of this but

Hello, Our client is working with PSO integrated with Cloud. They have this scenario: An task is cancelled, but must be in some cases opened again. They don’t want to create a new task instead of the old one, since it takes too much time and they have many requirements in a day.Did anyone have a similar requirement or do you have any ideas? As far as I know and have tested, a cancelled task cannot be reponed. Thank you very much,Iulia 

When the ‘Team inheritable’ is enabled, the DSE continues to assign activities to the Team even if the only skilled team member is unavailable (private activity during the specified time).Disabling the ‘Team inheritable’ is also not a viable solution, as it prevents the activity from being allocated, even if the skilled team member is available.This occurs because if the ‘Team inheritable’ is enabled, the Team will inherit any team members’ skills during the membership period, regardless of any unavailability of members.To ensure unavailabilities are considered during allocation, the membership period of the skilled member must be adjusted, each time an unavailability is added for that member.Therefore, we have received a customer request (discussed with R&D team as well) to enable the DSE to consider member unavailabilities during the membership period when the ‘Team inheritable’ is enabled.

When the ‘Team inheritable’ is enabled, the DSE continues to assign activities to the Team even if the only skilled team member is unavailable (private activity during the specified time).Disabling the ‘Team inheritable’ is also not a viable solution, as it prevents the activity from being allocated, even if the skilled team member is available.This occurs because if the ‘Team inheritable’ is enabled, the Team will inherit any team members’ skills during the membership period, regardless of any unavailability of members.To ensure unavailabilities are considered during allocation, the membership period of the skilled member must be adjusted, each time an unavailability is added for that member. Therefore, we have received a customer request to enable the DSE to consider member unavailabilities during the membership period when the ‘Team inheritable’ is enabled.

Hi Experts,Could you please advise, if the customer is not using HCM module is there any way that we can capture time and attendance only using NGSM.Are there any existing functionality for that?Regards,Heshala.

A couple of releases back, IFS introduced Next-Generation Service Management (a.k.a. Request Management or NGSM). While the primary focus of Enterprise Service Management (“ESM”, which was already available in Apps 8/9/10) was the service of company-owned equipment, NGSM was developed to better support customer service processes, remove unneeded complexity, and address additional scenarios (such as offering a service for a generic model, not a serialized asset, which is often required in B2C scenarios).To help the community better understand NGSM and how it compares to ESM, I have created the below document. Just like IFS Cloud - Scheduling demystified (23R1) | IFS Community this is NOT an official IFS document, however it was created in collaboration with R&D.If you have corrections, feedback, ideas - please do share so we can incorporate them.

Hi,Is there a method to book or block a tool, ensuring that it is not simultaneously used for another task? From my understanding, it is currently not possible to automatically schedule and reserve a tool from the PSO since tool/equipment resources are not considered Scheduling Resources.However, within the Standard Task, it is feasible to insert a demand line of type Tool/Equipment, although this must be manually allocated.How can I view the calendar of these tools to determine their usage, and how can I ensure that no other task utilizes the tool on the same time?Thanks,Stefania

I need to know where is the VLOOKUP COUNTERPROOF screen?