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

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?

Hello, Our PSO license expires on 11/22/2024. We have received the file, but we are not sure of the steps to apply it. What are the steps to apply the new license?

Hi Experts,We have a requirement to add new fields in the Activity Tooltip like Post code and Region of the Work Task. Could you please guide how to achieve that. Attaching the doc for your reference.Regards,RR

Hi, I need to manage several activities on specific days and times for a customer.I thought about using the availability patterns on activity types linked to Standard task, but it is ignored in the PSO scheduling. This information is not reported in the task scheduling information.Am I missing something? Is there a way to use the availability model for the activity type in the planning? Thanks 

Hello,I have a customer with a case to handle related to task allocation with PSO and would like to have a discussion about it.It is an IFS Cloud - PSO integration, for scheduling service tasks involving different teams from different service organizations and DUs on a daily basis.The teams are not fixed, but are a combination of people and vehicles.The need for people and vehicles is entered as a demand line in the standard task, which will be linked to new requests as they are created.We currently manage vehicles as resources (people).The goal is to assign tasks to the same group of people that can be performed by resources and vehicles with the required skills, for the whole day. These resources leave the site together, with the same vehicle or with several vehicles, and return together at the end of the day. For this reason, it is a fixed team on the day , but not necessarily over several days.The image shows what I would not want to occur:Res 70/75/84 are  vehicles Technician 1 an

FSM6 U16, If i add a new Request Attachment, it fails to sync the REQUEST_ATTACHMENT record with the error of not all primary key information is present:{“update_request_attachment”:{“request_attachment”:{“request_id”:”123456”,”insert”:””}}} I open the attachment widget with the following script (NOTE: I open the widget for Task Attachments in a similar way and that worsk perfectly): var varRequestID=getControlValue("request","request_id");executeScript("CLEAR_ATTACHMENT_WIDGET_CACHE");setCache("AttachmentWidget__ParentTable", "request");setCache("AttachmentWidget__LinkTable", "request_attachment");setCache("AttachmentWidget__KeyName1", "request_id");setCache("AttachmentWidget__KeyValue1", varRequestID);openAttachmentWidget("BaseAttachmentList", "BaseAttachmentCard", "request", "request_id"); Any clues as to why i am getting the error? 

Hello,We are working on a web application called Web Client Dispatcher, where we manage resource relocation. In this process, we select a district, followed by the relocation start date and end date, and then save the record. For example, if we set the relocation start date as 23/10/2024, the current time is automatically recorded, and we can select any end date before saving the record. At the specified relocation time, the relocation starts, and the relocation flag is triggered in our database, setting the relocation status to "Y". However, the relocation start date in the web client remains editable. We want the start date to become non-editable once the relocation is triggered and the status is set to "Y".  We have implemented this, but we are not seeing the expected output. Please review this issue and let us know if you have any insights. Thank you.

I’m getting this error “Null or empty response from server” while I try to delete a particular record from FSM in XML poster. What can we do to avoid or remove this error 

I am attempting my first client script. We curently have a button on the Request screen that runs the START_WORK_FLOW MPM on the Smart Client. This does not work in the web client as I am told it must be triggered via a Client Script. I have attempted a basic script to do this as shown below.  However it errors as follows.  The syntax I have used I think mirrors what I have seen in other examples. Any help would be appreciated.Thanks,Barry

Hi All,facing an issue with modelling data i have one dataset under the dataset mapped two teams and each team have 10 members and resource type has fixed services. when i loaded the dataset from fsm to pso i could see other team resource in my dataset  verified  schedule parameters everything fine not sure how resources loaded in to PSO. Resource type which populating in the  below screens shot not belongs to my dataset but still visible. Kindly suggest ..  Thanks,Durga 

Hello FSM experts,I have a business rule working correctly that fires an email if the distribution list link to the business rule uses hardcoded emails. We have tried to change the distribution list to use a Wild Card instead. The requirement is that an invoice is send to the emails address located in the PLACE table. Please see the mapping in screenshot belowI have had an IFS consultant indicating that there isn’t a relationship in FSM between the PLACE table and the INVOICE table. So, I have to use the Custom Metadata to create this relationship. I have attempted to create this relationship, please see screenshot belowUnfortunately, the email still does not get triggeredPlease let me know if I am in the right track creating this link in the Custom Metadata.Best regardsMiguel

We know that FSM is already supported when loaded on MS Windows 2022 Server and also supporting MS SQL Server 2022 (for on premise installation).Wondering why PSO has not been updated to also support the lastes version of MS Server and MS SQL Server. As of now, the PSO version 6.12.0.14 is only supported on MS Server 2019 and MS SQL 2019. Wondering if the future PSO version 6.13 (that will be released in the summer) will be supported on MS Server 2022 and MS SQL Server 2022.  

The latest PSO installation guide references only as far as Windows Server 2019.When will Windows Server 2022 be supported?

Hi, We have used same wild card certificate certificate from GoDaddy and used in both IFS Cloud and PSO.They are accessible only within the corporate network. When setting up the integration from “IFS Optimization Framework Configuration Assistant” it throws below error. Validating IFS Cloud callback URL failed. Error message was: PlsqlapServer.ERRINV: ExecutionException from Sender threadCaused by: ifs.fnd.connect.senders.ConnectSender$TemporaryFailureException: Exception while sending dataCaused by: javax.net.ssl.SSLHandshakeException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested targetCaused by: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderExceptio. If this is an external URL which can be accessed only from IFS Optimization server, it cannot be validated using the configuration assistant. The URL may still work when

Hi Team,I need to validate the bus number against the registration number. So, I was using the below query. The issue is that when I add an integer value to the bus number field, the registration number gets populated, but I also want the registration number to be shown when I enter a string value in the bus number field then also registration no should populate in mobile application.below find the reference of query and mobile screen attachment. I want the result to be like the second screenshot. now when my input type is string registration no is not fetching.var busno = getControlValue("escalation", "user_def5");var regno = getDBValue(stringFormat("select code_value from global_code_table where code_name = 'IN_AHM_AMT_BUS_NO' and sequence = '{0}'order by sequence", busno ));setControlValue("ESCALATION","USER_DEF24", regno); 

Please suggest the Release Notes of FMS 6 Update 29 as well as Update 30, we don't have the SharePoint access for the IFS. Thanks

Hi Experts,Is it possible to traverse back a breadcumb path without the user manually clicking the parent level?Ex: in the following, after the user has arrived on the address screen, is it possible to take him back to the job screen via some client script method which is invoked upon some event?  

We have a user who is getting a “Due Date is required” error when trying to make a change to the Place screen. The due date is on the CC Escalation tab on the Place screen. The field does is not required on the screen, or metadata. There is no BR or client script that is producing this error. Do you know what it could be?

Hello, We have been experiencing inconsistent behavior when WT status set to Work Done (Automatically) when the Assignments belong to the Work Task get completed. In some instances, the Work Task status stays in ‘Work Started’ Status without changing to Work Done.  In this Example, the WT has a single Work Assignment and the MWO user completed the Work Assignment and Returned to  mobile. The IFS Cloud Work Assignment Status is ‘Completed’ and the ‘Time to Completion’ filed is ‘0’.     But the Work Task is still in ‘Work Started’ status. Are there any other rules that could affect  changing the Status of the Work Task to ‘Work Done’. ? Also this behavior is intermittent as well. Thanks and Regards,   

I have the screen Scheduled Work Tasks which shows the Work Tasks PSO has scheduled. I have the impression a filter is automatically set, as the Activities view in PSO shows far more records when compared to the SCheduled Work Tasks screen. Based on visual comparison, I would argue that Scheduled Work Tasks screen only shows current (today) and near future allocations, but none from the past nor far future. Is this correct and would this be configurable?  

Hi,We have a requirement to send the change data of skill availability from FSM to PSO through Schedule Process, and it should not send the data through LOAD operation. Is it possible to implement the change through schedule process.  

Hi All, I know we can connect an invoice rule to a Service Quotation and when the Service Quotation is accepted into a WO the Invoice Rule will be applied.I also know that we can connect an Invoice Rule to a Service COntract Service Line and when we create a New Service Request, we can connect the WO to a Service Contract Service Line, and again the Invoice Rule will be applied. 2 questions:On the WO - Can I directly see what Invoice Rule is applicable (without checking the connected Service Contract or the Service Quotation?) is it also possible to directly connect an Invoice Rule to a Work order? Without the use of the Service Quotation or Service Contract? Best RegardsRoel