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

This customer is currently using FSM 6 r22 and upgrading to r29. When booking appointments they are currently seeing offers in server time - which happens to be US Eastern time. They want to see the times default to customer time. Can I do that in Smart Client? 

Hi Experts,I have been trying to test PSO-IFS cloud scheduling and wanted to automatically create a work assignment to a resource. So far PSO workbench as well as cloud show me that a resource is allocated, but it does not neither change its status to committed in PSO work bench nor automatically creates a work assignment in cloud. Then i enable dataset to support ‘schedule dispatch service’ still no change in status.When i refer to documentations, i am not fully understood even if i enable SDS service, still a user should manually create the work assignment in cloud client ? (screen shot 1). But then again it states about ‘Commitment Rules’. (screen shot 2) and with commitment rules SDS automatically do the assignment ?Screen shot 1Screen shot 2 Can someone please explain where can i find these commitment rules ? (i tried in PSO administrator section and in cloud scheduling configurations). How can i configure SDS to work and automatically create work assignment for work tasks ?Thank

Is there any documentation on the Place Merge functionality for FSM 6 that details the scope of the data that it touches?  We need to better understand all of the data that is impacted if we were to merge Place records via Place Merge or determine if we need to take a custom/hybrid approach.Our company is currently going through a major ERP consolidation/modernization project.  All existing customer #s sourced from the old ERP system will be converted into the new ERP system which will result in brand new customer #s (there will be a reference to the old customer#) which will be integrated back down to our FSM 6 (update 25) platform.  Because of this, we will need to update all of our existing data (open Requests, some historical Request data, Contracts, Product records, customer pricing data, etc) so that they are using the new customer #s sourced by our new ERP system. Is the Place Merge an appropriate process to perform this mass conversion of 130k+ PLACE records? Any other suggesti

 We have configured ADHOC Reports and change the App Parameter ADHOC_ROW_LIMIT to 20000, when we extract one report (AUDIT_REPORT), the number of rows is limited to 10K.Even we tried to set the App Parameter MAX_ROWS to 20 but no error, nothing changes in the report. Is it possible to extract more than 10K of rows at ADHOC Reports?If yes, then how to set the limit please suggestThanks In Advance

 Hi,I am setting all the parameters for the isochrones, but when I try to use the functionality, I always get the circle in this image. Pending isochrones 0/1 changes to 1/1 for a few seconds, but does not change the circle.The travel calculation method is ‘HTM’, but in Event I see this message:  What can I do to get the expected result?

Hi Team,  We have one Workorder and under that Workorder we have 3 different tasks and the Workorder status is waiting Internal and status change reason is ‘Dispatcher Action Required’ .So, in this condition associated tasks(Linked tasks) will be visible in PSO or not ? 

I need to see the capacity for all the engineers in the system. I explored the resource availability page and I can see that I can get the capacity for individual engineers. Is there a page from where I can get the capacity/ availability for all the engineers in one go in IFS cloud?

In the previous version of IFS cloud (23R1 for sure), there was the possibility to add a picture to resource icon on dispatch console, under the person page. I can see only the fist letter of name and surname. (T0)Do you have any suggestions?  

Hi, For some resources I have a shift build up like this: (es: 27 in pic)1. 00:00 - 07:00    Manual only2. 07:00 - 15:30    3. 15:30 - 00:00    Manual onlyI have a situation like this.1 task: 3 demand linesWhen I click on Assign from IFS Cloud or Commit from PSO: As you can see: the link is broken, but also it doesn’t respect the allocation start came from IFS CLOUD.After a while, also the Ass n=3 in Cloud will be update with the allocation start came from PSO: 00:17 How can the commit be done properly? (All tasks are committed at the same time, according to the PSO suggestion). Thanks!

How do we configure server side printing of reports in a stock environment?  We have a Domain user, The network Printer is connected to the Server running the FSM application 

Dears, We have noticed below exception from Application server log.Timestamp: 2024-09-05T12:30:46.8517151+03:00Message: A datatable could not be found for table task_ext in namespace Metrix.BusinessEntities.  A datatable was created automatically based on the metadata records.Machine: SCDVWFSM04App Domain: /LM/W3SVC/1/ROOT/FSMQA2-1-133700022188453582ProcessId: 9404Process Name: w3wpThread Name: Can anyone brief about this as this exception is noticed frequently in server log on multiple tables.Please let us know there is solution to overcome this exception. Thanks & Regards,Narsing

Hi Team,I’m using the Attachment functionality in mobile to capture attachments for ESCALATION table. From the IN_CORRECTIVE _MAINT designer screen by using the Attachment icon of damage photograph field(user_def13), i am saving the data.After choosing an attachment and while the record is saved, the damage photo.user_def13 field stores a negative integer value such as -1, -2, etc., in the DB instead of the Attachment ID. Is there any step to be configured to capture the Attachment ID apart from the above? Kindly advice. please find the reference below Thank you in advance

Dears, Any idea on this THREESIXTY_RAM_LOAD_HISTORY table structure and data inside this table.This table contains huge records, and we need to delete the records.let us know the impact on both FSM and PSO after records deleted. Thanks,Narsing

while exporting the resources data, it is getting downloaded in arp format(screenshot below) and when we are opening this arp file, it is not showing in readable form in notepad. Please let me know how to view the data inside the downloaded resource arp file in readable form. PSO version 6.11.0.11 

 Hi, I’m trying to assign manually a suggestion from PSO. But few second later:The only way to remain in the assigned state is to ‘accept’ the task immediately.This is very weird, it should not work that way.Can anyone help me find a way to solve this problem?

Hi Team, Can anyone tell me the easiest way for setting up access group for Shipment and Receiving screen in FSM smartclient apart from reserving a user Def field and populating the access group value.

Hello,Does anyone know if it is possible to add a delay of x milliseconds to an outgoing message?Thanks,Cátia Oliveira 

Value of Travel from and travel to data is not flowing from FSM to PSO 

Hi All,I am facing  an issue with resource preference data  in PSO dataset . we have one dataset in FSM and mapped only one team under this dataset in team table. while loading dataset from FSM to PSO  getting error in events like bulk resource insertion failed ,To check this issue verified audit file and identified unnecessary resource preferences added in the loaded dataset irrespective of team associated to the dataset. I was not able to identify why other team resources preferences were  loading in this dataset which are not belongs to dataset team.Could you pleas help me to stop sending unnecessary resource preference to  the dataset. Thanks,Durga   

Hi,Is there any example for Adding / Editing and Deleting Shifts inside an existing ROTA with the ROTA XML Upload Function inside the PSO Ressource Planner?Kind Regards,Michael

Dear FSM experts, One of our customers is currently experiencing the following issue, and I would appreciate your assistance.We created a custom screen for the web client and tested it with version 6u7 before updating it to version 6u25. It worked correctly as expected. Recently, they updated the FSM environment from version 6u7 to 6u25. Since the update, they have identified that the custom screen is not functioning properly.  Custom Screen  Error   Client Script for Web Client var sellerPlaceID = getControlValue('sp_coo_data','seller_place_id');var purchaserPlaceID = getControlValue('sp_coo_data','purchaser_place_id');var sellerPlaceIDFromDB = getDBValue('C_GET_PLACE_ID',sellerPlaceID);var purchaserPlaceIDFromDB = getDBValue('C_GET_PLACE_ID',purchaserPlaceID);var whos_place;var status;if(isNullOrEmptyString(sellerPlaceIDFromDB) && whos_place != "CUST" && status != "A"){ alert("Please enter valid Seller Place ID"); return false;}if(isNullOrEmptyString(purchaserPl

Hi All, Just noticied that our sync_rules that are ACTIVE and set to BATCH_DELTA are not automatically syncing at the set interval (24 hours), even though the table data has changed. Any ideas, why this would be? Thanks

HI, I have created some shifts in the following way:Each Shift is divided into 3 parts:1. 00:00 - 07:00    Manual only2. 07:00 - 15:30    Overtime (0.5)3. 15:30 - 00:00    Manual onlyHowever, what I see in the Dispatch Console is not consistent with what I created in Ifs Cloud. There is an overtime in DC even when not required.In addition there is a difference between PSO and Dispatch Console. In PSO overtime is entered correctly, however I can't see a shift (15:30-00:00), even though this information is received correctly by PSO. Any idea why and how I can fix this? IFS Cloud VS PSOShift of 1st row in PSODetail of Shift in IFS Cloud 

We are encountering an issue with the launchEmailApp() function in our mobile client script. On MDM-managed devices, the function displays an error message: “No email client installed.” However, it works correctly on unmanaged devices. Current Behavior:The function works on unmanaged devices but fails on MDM-managed devices, displaying the error message.Additional Information:We are using Intune MDM. The native Apple Mail app is not managed by our company portal. The restriction “Block viewing corporate documents in unmanaged apps: Yes” causes the error. The IFS App currently only tries to use the Apple Mail app, which is not managed.Summary:Mail app launches on unmanaged iOS devices. Mail app doesn’t launch on managed iOS devices.Analysis by MDM Team:The native Apple Mail app is not managed by the company portal. The restriction “Block viewing corporate documents in unmanaged apps: Yes” causes the error. We request a change in the IFS App to use the default email app specified in iOS

Hi, I hope someone can help me. I am trying to better understand the ‘Share with Corequisite’ functionality when I have more than one planned quantity in the work activity requests tab. At the moment in the requisitions I am only using skills, no certificates, no competencies. I am analysing two activities:112: request for 2 resources - allocated 113: request for 3 resources -unallocatedThe competences match correctly, in my opinion. The following pictures show how the task is structured and how the PSO analyses it.For task 113, the explanation is ‘Missing conditional competences’.Message: Task 301 required shared competences with co-requisites that cannot be found: SKL-‘skills name changed by attempt’.Can anyone help me? I have 3 resources with the following competences:  Res Skills Dispatch Console Task 112 - demands tabtask 112 compare Task 113 - demands tabtask 113 - compare