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

 If you want to learn more about Service Management in IFS Cloud including all the new capabilities in 24R1, then this is your one-stop shop. I have updated the Demystified Trilogy to 24R1 and posted the files here:IFS Cloud - Scheduling demystified (24R1) | IFS CommunityIFS Cloud - Next-Generation Service Management demystified (24R1) | IFS CommunityIFS Cloud - MWO Service demystified (24R1) | IFS Community

NGSM Demystified has been updated to 24R1.If you find this document helpful, please consider leaving a 👍 LIKE.164 pages cover:Introduction to Next-Generation Service Management (NGSM) Request Management Bundle Tasks Request Contracts Warranties Service Organizations, Access Groups, and Resources SLA Management Activity Types Scheduling Activity Types Service Catalog and Standard Tasks Recurring Services Location data Availability Patterns Skills MRA - Misc. Resource Allocations Brands, Object Families, and Models Service Object Structured Failure Management Service Notes Event Management General IFS Cloud CapabilitiesDon’t forget to check out the rest of the Demystified Trilogy, IFS Cloud - Scheduling demystified (24R1) and IFS Cloud - MWO Service demystified (24R1).

Scheduling Demystified has been updated to 24R1. It not only includes the updates that came with the latest release, but it was also restructured and enhanced with conceptual explanations.If you find this document helpful, please consider leaving a 👍 LIKE.198 pages cover:Preamble: Direct Assignment vs. Dispatch Console vs. PSO Work Order Management vs. Request Management Modelling Dataset vs. Scheduling Dataset Scheduling Dataset Parallel Background Processing Modelling Dataset and Basic Data Scheduling Optimization Dataset Scheduling Exceptions Communication between MWO, Dispatch Console and PSO Shift Templates The Supply Side of Scheduling: Resources Skill Management The Demand Side of Scheduling: Tasks Availability Patterns Appointment Booking Dispatch Console Direct Assignment TroubleshootingDon’t forget to check out the rest of the Demystified Trilogy, IFS Cloud - NGSM demystified (24R1) and IFS Cloud - MWO Service demystified (24R1).

Hi All,We see some tasks which has a Nearby event, I believe it's related to the ETA field. But I can't reproduce it. Anyone familiar on this one? Regards, 

I am trying to add search criteria to the navigation section in a lobby, and am trying to add ‘or’ statments to the value field but it doenst work. Any ideas what I am doing wrong?   

Hello Community,I created this topic because I couldn't find what I was looking for in the community. If there is already a post that deals with this topic, please let me know, otherwise here is my explanation:I would like to know how I can access the attachments that are attached in FSM. More specifically, I would be interested in the following questions:Where can i access the attachement storage? Is there a software besides the Smart Client for this? Where can I check, what the total memory size of my attachments is? Is it possible to retrieve this information about the data in FSM without any other programs (apart from the Smart Client or a query via SQL)? Is it possible to adjust the storage capacity (within the sizing specified in the contract) independently?Perhaps one of you has an answer to one or other of my questions.Best regardsLars

Hi everyone,I have an issue. I am trying to reject a request work task from IFS Cloud (Apps for page designer) but I receive this error.If I want to cancel it from MWO it works but I want to access the page from the Cloud (to make some changes) and in the Cloud I can't get rid of this error.There is no work task clocking transaction:Do you have an idea how could I fix this? I am using 24R1 release.Thank you in advance!Kind Regards,Miruna  

Hello,From my understanding, the "travel with" feature in PSO standalone allows for resources that travel together to be managed as a single unit, ensuring they are always at the same location. This is particularly useful when individuals share a vehicle.Is there a way to utilize this same feature in IFS Cloud/PSO? I need to provide PSO with information indicating that certain personnel will be traveling together in the same vehicle to a specific location to perform tasks.Thank you.

Hi!! I’m trying to configure PSO for an environment. when i finish the configuration wizard the below exception comes. Anybody had this before and any idea how i can resolve this?   Thanks a lot!BR,K

One of the customers intend to use HR Time Reporting on MWO using the mobile integrations to connect to IFS Cloud time reporting pages. Of course, adding projections from IFS cloud time reporting will consider it a full license and not a MWO LTU user, however the customer also has a Time and Attendance Reporting Light License. If a user is connected to a MWO LTU and a T&A LTU, does this consider it as a full license, two license usages or a single license usage? Thank you

Hello all, I am new to FSM mobile, specifically for iOS platform. Can anybody help me to upgrade U28 to U30 version on iOS mobile. Any step by step documentation will be very helpful. I am totally new to this but I have experience in iOS development. Thank you.

We are experiencing some issues with status synchronization between PSO and FSM. ISSUE 1 and 2: TASK CREATION with or without fixed_commitmentAn activity is created (XML), with or without fixed_commitment flag; In FSM, the task status is Open; PSO automatically allocates the activity; In FSM, the task status changes to Unassigned (with fixed_commitment) or remains Open (without fixed_commitment); In FSM, the schedule_status in the TASK table is 0. In FSM, the update in the DSE_ALLOCATION table takes a while (sometimes minutes, sometimes hours); The activity is manually committed in PSO; In FSM, the task status remains Unassigned (with fixed_commitment) or changes to Unassigned (without fixed_commitment); In FSM, the schedule_status in the TASK table is still 0. After some minutes, the activity in PSO automatically reverts to Allocated (overriding the manual Committed status). TASK CREATION and FIXED_RESOURCE IN PSOIf the resource is fixed in PSO (fixed_resource), the behaviour chang

While our technician tries to attach an image on mobile, we are facing an error. I noticed the logs on the server. Does anyone have an idea about this?  

Dears, Please let us know how we are handling escalation expiry based in Due Datetime in FSM.Is it a baseline functionality. Thanks & Regards,Narsing

Getting the below error while uploading any attachment using Web Client, and for mobile its working fine. Any idea what needs to be checked?  

Hello All,I'm looking for some guidance on token authentication to/from PSO from a third party application.Referring to the SchedulingSchema.pdf I know that the load file needs to be constructed to contain a <Broadcast> block with a <broadcast_type_id> of 'REST'.The load file will also need <Broadcast_Parameters> containing 'auth_token_url', 'username' and 'password'.  From my understanding, when these entries are in the load file, when the load file is received and processed the Broadcast Manager will use the mentioned credentials to authenticate using client credentials flow.This is where I am looking for further clarification.Does PSO store the received token in the PSO database?If PSO does store the token in the PSO database, do the subsequent DSE Broadcasts contain the token in each broadcast message?  If the token is NOT contained in the DSE Broadcast messages can PSO be configured to add the token to ALL DSE Broadcasts?Any and all information and assistance wil

Hi,We are experiencing some issues with synchronizing FSM and PSO unavailabilities. When an unavailability is created in FSM, it is automatically reflected in PSO. However, when the unavailability is deleted from FSM, PSO is not updated and continues to show the unavailabilities that have already been deleted in FSM.How can we proceed to update PSO according to the changes in FSM?Thank you.

Hi,I’m facing the below exception while creating/making changes in team ID.  

Dears,Can someone guide me what I need to write exactly to hide few fields in Mobile based on access group. For web client I have done it for mobile how it can be done?Below is my mobile script to hide the fields let me know anything I am missing in the script.RequirementIn mobile I am trying to hide user_def16 and user_def17 from part_usage table and bin_id from stock_bin table based on the access group (which is ‘ELUX_US’) .  var taskId = getCurrentKeys("task", "task_id");var partUsage=getCurrentKeysvar binID=getCurrentKeysvar AccessGroup = getDBValue(stringFormat("SELECT access_group FROM task WHERE task_id = {0}");if (AccessGroup == 'ELUX_US') {        setControlVisibility('part_usage','user_def16',true);    setControlVisibility('part_usage','user_def17',true);    setControlVisibility('stock_bin','bin_id',true);    }           else{    setControlVisibility('part_usage','user_def16',false);    setControlVisibility('part_usage','user_def17',false);    setControlVisibility('stock_bin'

HiThere are plenty of XML examples for doing things in FSM but there doesn’t seem to be much for PSO.Are there any resources?I am trying to add a specific skill to a number of resources.ThanksGanners 

Hi.In FSM, when creating a quote with lines for a contract, the quote generates a temporary contract with status set to “QUOTE”. The duration on the quote lines (quote_contract_line) determines the coverage start and end dates. The problem is that the temporary contract uses todays date as the start date for this calculation. Is there any way to edit the process so that it uses a different start date?

Hi All, I have some open questions on the MWO application capabilities (Both IFS MWO Service as IFS MWO Maintenance). I’m currently dealing with a client that has technicians running around doing service and maintenance. But the tricky part is: their technicians also have a pretty high sales responsibility. Meaning: they are the first line of contact with the customer and should also be able to make service/sales quotes for various things. Using MWO app we have the ability to use ‘Request Quotation’ but I’m wondering about the limitations. From my personal understanding we are limited by following factors:Client has to be known in the MWO application The ‘Service’ has to be linked to the Service CatalogLet’s start with these two.Questions: Is there a way to use MWO for ‘new’ customers? (equivalent as in ‘Service Quotation’ where we can use ‘Quick register customer’) Is there a way to quote non-service catalog related items? (Maybe we want to do something that is not ‘off the shelf’ but

Dear FSM expertsCould you please advise on how to make the field EMAIL_ADDRESS in the PLACE window mandatory in FSM?We are on FSM 6 Update 27 Build 8779Many thanksMiguel

Hi everyone, does anyone have experience with scheduling tools or equipment? I understand that PSO currently can't handle this, but is there a way to plan or reserve a tool manually for carrying out a specific activity? 

where do i find the user manual for stock counts and reverse logistics process for FSM?