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

Hi Team,We have a requirement to enable Mass Fix of Resource for a single Resource. Customer want to disable “Apply to all Resources”  in the Mass Changes screen. Is it possible to control through any parameter. Please advise. Regards.RRP 

How does IFS calculate travel time and how is travel time shown in GANTT? 

I have a placed Barrier along the River Thames, this is journey times that under the HTM travel, wont cross the river. For the below example, it has added the additional travel between the start location and the first job, despite the actual route not crossing the barrierAny ideas how I can stop this happening?

Hi,We have fixed Time, Fixed resource tasks and then its assigned to the engineer. Next after few second its noted the job is uncomitted.These engineers do not use Mobile and there is no Commit rule or any at the moment. Why PSO uncommit these manually allocated jobs?Is there a way atleast we ca get a reason for this behavior? First CommittedThen PSO uncommit it again.   ThanksKM

Following 25R2 New Feature - Service Campaign - trying to try the process in IFS Cloud 25R2.Created the Service Campaign using Campaign Type “Repair RMA” to replicate a real life example where a repair is required for a newly built items under warranty   Added 2 lines (as in 2 objects   button “Create All RMA’s” Pop-up suggests a background job is posted to create the RMA’sAnd it says there’s an Error:  “Repair RMA for Service Campaign Line 1 for Service Campaign RJ001 was not successfully created.ORA-20124: Error.NULLVALUE: Field [RETURN_REASON] is mandatory for Depot Rma Line and requires a value.” Observation: There is nowhere in the lines or in the header of the Service Campaign where the Return Reason can be input. There is no pop-up that allows it when Create RMA is used.Question: How is Service Campaign supposed to be progressed?

it looks like IFS-Cloud does not provide a way to move many Serial/Service Objects at once to a new Belongs To Object (needs changing in bulk). For customers that refirm this is a lot of manual work. Every object/machine needs to be touched and clicked multiple times. what is the best way to do bulk changes?   Objects → Pen menu → Edit All does not work. 

Hi, I’m running into some difficulties when trying to enter a No Part Material Requisition Line on a Work Task in 25R2. I get an error when trying to save the Req Line which my Technical team have looked into and advised “In IFS Cloud Core code itself, the No Part Description has been set to exclude from the form if the header has a Work Order Number” .I’d like confirmation that a user should be able to raise a No Part Material Requisition Line on a Work Task that in turn will be connected to a No Part Purchase Requisition Line as standard and OOTB. I was surprised during testing that I couldn’t do this due to an error message and even more surprised at the technical investigation findings of this.High Level Steps I’m following:From Work Task screen create a new Material Req Line  Send Type = Supplier (Supply Code will auto change to Purchase Order) Enter Quantity - 1  Enter UOM -  * Select Save - (needs to be done as the No Part Description field is not visible on the screen but is vi

 !--startfragment>Issue Observed on work tasks:While assigning work, the Allocations / Direct Allocations section did not show the full list of resources. The “Apply Constraints” toggle was disabled to check if it affected visibility. Even after disabling it, resources from other resource groups were still not displayed.!--endfragment> Under Allocations Tab:In 24R1 Release: I was able to see all resources list under the allocations tab upon disabling the ‘Apply Constraints’ button. Whereas, in 25R1 version, even after disabling the toggle button, only the resources listed under the specific resource group/demand were displayed.Under the Direct Allocations tab:The resource list is empty. Not even a single resource id was displayed. So, currently, i cannot assign any specific resources to the work tasks and unable to transfer them to MWO.Has anyone else run into the same behavior or noticed similar missing resources?!--endfragment>!--startfragment>!--startfragment>Any guid

Hi Team, Iam using IFS cloud & PSOI have a query regarding the Slot Usage Rule configuration, specifically the difference between Maximum Utilization (%) and Maximum Slot Utilization (%).I tested both scenarios by setting the utilization to 10%, but in both cases I am getting the same output. I would like to understand how these two fields are expected to behave differently.Current ScenarioI have 4 FTs with the same skill, and each FT has 8 hours of availability:4 FTs × 8 hours = 32 FT-hours total availabilityWith a 10% utilization target:32 × 10% = 3.2 FT-hoursMy expectation is that the system should allow up to 3.2 FT-hours of booking utilization across the overall available capacity, irrespective of which slot the booking falls into.I have two slots:7:00 AM – 11:00 AM 11:00 AM – 3:00 PMCurrent BehaviorWhen the utilization reaches approximately 1.6 hours in the 7:00–11:00 AM slot, the system stops showing the first slot and only shows availability in the 11:00 AM–3:00 PM slot.Thi

Hi Experts,We have few requirements from customer related to performance test.Appointment Booking in bulk Bulk load of activities to PSO around 15k activities per dataset. How PSO will behave after the bulk load PSO Workbench screen refresh if the Gantt has maximum data.My question:Do we have any Performance tools compatible to IFS Cloud we can use? In our last project we used JMeter for performance test of Appointment booking request. Any IFS Standard tool being used for performance testing.Could you please suggest as this is critical for UAT signoff.Any guidance will helps a lot.Regards,RRP

A. What is your idea?1) ClassificationOpportunity for improvement2) Brief descriptionIf we filter for a specific activity in th PSO Gant Chart, the foucs stays on the current day even if the activity is on another day. It would save a lot of time if we don´t have to scroll until we find the activity in the filtered line. Focus stays on the current day. Would be good if the focus jumps to the filtered activity. B. Context and scope1) Who is affected?Internal users2) FrequencyDailyC. Value and impact1) What is the business outcome?Choose ONE or MORE: keep the applicable options and delete the rest.Improves productivity or efficiency Enhances user experience2) Impact scaleChoose ONE: keep the applicable option and delete the rest.4 — Company-wide3) WorkaroundIf there is a workaround, describe it briefly. Otherwise write “No workaround”.Write here:The workaround is to scroll as long as you find the filtered activity or change the screen to activitoes and search for the activity in this scr

Hi,I’m facing an issue while performing deletion of role record from person_role table through xml map. Can someone suggest what needs to be fixed to peform the deletion through xml map, and we are using JSON input to perform deletion in person_role table .Below I’m updating the configuration changes done as part of xml map 

We are facing an issue with the handling of Customer Orders when an approved Invoice Preview is subsequently revoked.Scenario:An Invoice Preview is approved against a Request. A Customer Order is automatically created. The approval is later revoked.Observed Behavior:Upon revoking the approval, the application removes only the Request reference from the Customer Order line. The Customer Order line itself remains in place. Attempting to delete the Customer Order line results in an error indicating that the line is being used by a Work Task. Attempting to cancel the Customer Order results in an error stating that the cancellation must be initiated from the Request.This leaves the Customer Order in an inconsistent state, as it can neither be deleted nor cancelled through the normal process. At the same time, the application still allows the order to be released and invoiced, even though the Invoice Preview approval has been revoked.Could you please confirm whether this is a known issue or

We are using PSO 6.16.0.61 with FSM Smartclient. We deploy distribution (delivery) drivers as well as technicians to customer locations. Only technicians are being scheduled in PSO. All active technicians have assigned shifts in PSO and are in rotas. However there are times when technicians are driving delivery trucks (random days) on days when they also have their normal tech shifts in the PSO rota - as desired, they aren’t getting any service work because the truck selection they make at logon via mobile to FSM relates to a non-tech skill (techs must have the appropriate technician truck skills in order to get work assigned through PSO).The problem is that in the scenario above the team that oversees review of the PSO Scheduling Resource Gantt just sees technicians with schedulable shifts, logons and logoffs, but no assigned work when the tech is driving a delivery truck (since delivery work not assigned through PSO without appropriate truck skill).What is a good way to change the vi

Hello everyone,we have a customer using PSO Standalone (version 6.16.0.71).Orders are created in an external source system and then transferred to PSO via an interface.Requirement:Some orders are created once (e.g., for a full month), but need to be executed daily for a short duration (e.g., 10 minutes).We are currently using Dynamic Scheduling.In Cyclic Scheduling, we noticed that activities can be defined as “Repeatable”, which is exactly the type of functionality we would need in Dynamic Scheduling.However, we are facing the following limitations:Activities in Cyclic Scheduling are not flexible to adjust or modify Dynamic Scheduling does not provide an equivalent standard feature for recurring activitiesQuestion:Has anyone implemented a similar scenario?Is there a recommended approach or best practice to handle daily recurring activities in Dynamic Scheduling?Thanks in advance!

Hello, For our customer, we would like to connect multiple service organisations (around 15-20) to a dataset. Apart from the normal sizing recommendations, can this have an impact on PSO performance? Thank you very much,Iulia

We have a business rule that is running twice resulting in duplicate records in the task table. Do you know what could possibly be causing this?  and there is no biplicate brs configured please any one suggest why  duplicate records are creating ?  Execution point: After commit update. xml message xml:<perform_batch><update_task><task><task_id /><access_group>NO_CMR_STC_HQ_EMC_RECEIVE_SHIP</access_group><description>Faulty Spare Repair Return EMC Receiving shipping task</description><parent_task_id>@task_id</parent_task_id><place_id_cust>@place_id_cust</place_id_cust><plan_start_dttm>@modified_dttm</plan_start_dttm><request_id>@request_id</request_id><task_status>OPEN</task_status><task_type>FAULTY_SP_REPAIR_N_RETURN_EMC_RS</task_type><insert is_initialized="False" /></task></update_task></perform_batch> XML validation:<hierarchy_select>&

We are facing an Issue where activities coming in to PSO are getting an Override Duration of 99 Hours by Default.The field is not part of the order in IFS cloud.Can anyone help with how this field is getting set, This seems to be only there for a partivular activity type,so is this inherited from an Activity type or somewhere else. 

We are on IFS Cloud 25R1 and the Condition Generation is creating new PM work orders before the accumulated quantity meets the interval specified on the PM Action.Anybody know what might be causing this?

Hi Experts.When I created a Request, I notice that some Tasks are transferred to PSO with the status "DO NOT Schedule" immediately after creation. However, this does not happen for all Tasks—only for some of them.  I have also verified that the "Manually Schedule" flag is not set to TRUE for these Tasks.  I still can see these tasks in PSO as Do not Schedule. As I noted this only happens for tasks having Dependncies only.Question is how we can setup is so all NEW tasks appear in PSO in as  "DO NOT Schedule" activities? I cannot find the exact toggle or an option that it will do the as above for all Tasks but not just for few? ThanksKM  

Good DayI have a client that has Request Tasks spanning a week to 3 weeks on average and while testing the “Transfer to Mobile” feature of Dispatch Console I notice: 1) the multi-visits are only created after pressing the “Transfer to Mobile” button and 2) only the first visit is sent to the technician’s mobile device. Is there a way to transfer all the multi-visits to the technician from the initial command or will the dispatcher have to enter each visit to transfer them?  

Hi Experts  I need some help in figuring out how the License Admin in FSM6 gets the Value of In Use and Available for Named Licenses. Is there a specific logic and which tables gets this value?  Thank you in Advance.  Best Regards Widy

Hi Experts,I was wondering if there is a way to manage standard tasks revisions in NGSM solution. As of at 25R2 and 26R1 I was unable to find any as such. In previous work order solution, task templates have this capability. This is a very crucial business requirement whoever using standard tasks in their business as updating any changes on revisions in all over the system manually is a tedious task,  unless a quite complex CRIM is build.Any workarounds or plans to get this functionality into the core pls ?Thank you,Roshan  

Hi Experts,Could someone provide us the API to getting the Resource Skill from PSO directly using the RESTFulGateway/Api.The API I found in interface guide on give few information about the resource but not the Resource Skills and Resource Skill Availabilityhttps://MyHost/IFSSchedulingRESTfulGateway/api/v1/scheduling/resource?datasetId=Default&resourceId=1000&includeOutput=trueCould you please help in finding the correct APIRegards,RRP

Hello, If I make manual changes to an activity in PSO, is it possible to see who made the changes? I have found this information in the documentation and it seems like it would be possible.I have enabled the parameter ReasonRequired and now I must give a reason each time I make a change to an activity, but in the History Tab I still cannot see information about who made the changes or the reason. Should I look somewhere else or is there another parameter for that? Thank you very much,Iulia