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

Hi Experts,Could someone help me set up the Account ID app param  in FSM in a localhost environment? I currently have it set to localhost, which directs to the localhost PSO, but I’m getting the error: "Organization not recognized." What value should I use for localhost? Best Regards,Suvini 

Hi all, Is it possible to setup a business rule that matches on a regular expression in a text field? Say a customer note, if you are looking for a particular value.  I cant see in the documentaton how to add a regex to the Expression field? or does it need to be done another way? Thanks

Hi dears,I have solution IFS Cloud+PSO with 3 datasets. Today i did some changes for some resource skill, when i do try to send Full Load , i couldnt see the load audit file on the PSO. After that i did deactivate/activate the dataset on the IFS Cloud, the scheduling dataset got status expired on the PSO.Any idea how i can solve it? Thanks.

In 25R1, created Service Recurring for calendar with Days as 1 interval and noticed that consolidated Request is generated. by how we can generate the request for this scenario ?

Hi, I want to add a validation that triggers when a specific text line code is added, the text shouldn’t be longer than 240 characters.  Unfortunately I am getting above error message. Any Idea how the syntax needs to be?Many thanks in advance! Best regardsJacqui

 The Service Management Demystified Trilogy has been updated to 24R2. This is your one-stop shop for:Next-Generation Service Management (a.k.a. Request Management) all-up Scheduling (both Dispatch Console and PSO) for Requests and Work Orders MWO Service (with 90+% of the content applying to MWO Maintenance, too)If you find these documents helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.

The Service Management Demystified Trilogy has been updated to 25R1. This is your one-stop shop for:Next-Generation Service Management (a.k.a. Request Management) all-up Scheduling (both Dispatch Console and PSO) for Requests and Work Orders MWO Service (with 90+% of the content applying to MWO Maintenance, too)If you find these documents helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.

NGSM Demystified has been updated to 24R2. As usual, headlines are tagged with “24R2🌟” for new capabilities, “24R2 ↗” for improved features, and “🖊” for new chapters on existing functionality. IFS Cloud newcomers will also find explanations of some common platform capabilities.If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.208 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 Miscellaneous Resource Allocations Brands, Object Families, and Models Service Object Structured Failure Management Service Notes Event Management Request Management Integration APIs Resource Management Integration APIs Appointment Booking Integration API Time Zone Management in

NGSM Demystified  describes changes and additional capabilities related to Service Management (NGSM) in IFS Cloud 25R1. People with experience in 24R2 should focus on chapters marked with 25R1☀️­ and 25R1↗️.Chapters with 🖋️ provide new or additional details for features that were already available in previous releases.To clearly point out where something can be found in the application, navigation paths are now highlighted with 📁 path to page. They have also been aligned with the New Navigation Structure.Features that rely on AI are marked with ✨.IFS Cloud newcomers will also find explanations of some common platform capabilities. If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates. 298 pages cover:Contents Terminology Getting Started Request Management Bundle Tasks Request Contracts Service Organizations, Access Groups, and Resources Service Contractor Management SLA Management Service Catalog and Standard Tasks Recurring Services Loc

In 25R1 Service Management, when i create new Request quotation in Mobile for Services and add scope its show as ‘0’ price, but the same created data in Cloud shows the price details, any configuration i missed ? 

Hi,I have logged in FSM smart client as well as mobile, after initialization, I gave Logout from Person record and I’m getting the below exception on screen. How to fix the below error.  

Saving an empty value using ODATA API is not possible. It changes the task_status but doesn’t update the user_def1 to empty in the below example.URL : https://<fmsserver>/odata/task(12345)Method : Patch1st call (works fine)Body : {    "task_status": "HOLD",    "status_as_of": "2021-10-26T15:37:37.0047496",    "user_def1": "ENROUTE",    "modified_by": "USER1"} 2nd call (user_def1 is not set to blank)Body : {    "task_status": "ENROUTE",    "status_as_of": "2021-10-26T15:37:37.0047496",    "user_def1": "",    "modified_by": "USER1"}

Hi All,I am facing a problem with FSM6 +PSO. When I try to initialize the dataset on the FSM to synchronize with PSO, iam getting the following error: ProcessPerformRequest: matching perform definition method not found: FieldServiceComponent:Initialize Threesixty(system.string,).Note that before it was working normally.Anybody passed by such problem?  Thanks//

As per the Supported platforms documentation, the development tool set appears to have split compatibility.Developer Studio is only compatible with Windows 11 and the rest of the tool set is only compatible with Windows 10. Can you please confirm if we can install all the toolsets on a single desktop (either windows 10 or windows 11)https://docs.ifs.com/techdocs/25r1/080_supported_platforms/#development_and_installation_toolsDevelopment ToolsTools /Client Operating System /Server Operating System /IFS Support as of /Limitation /SolutionIFS Report Designer,IFS Update Analyzer,IFS Configuration Analyzer,IFS Report Data Source Extension                    / Windows 10 64-Bit Only / 2016,2019 / GA IFS Developer Studio                                            / Windows 11 21H2 64-Bit Only / 2016,2019 / GA 

Hi Team,We are facing an issue in the FSM application. In the Escalation tab under the Task screen, the 'Minutes Open' field is supposed to update and reflect the total ON HOLD duration once the escalation is completed.However, for some tasks, this value is not updating.To identify the cause of this issue, we checked the business rules and found one rule where the 'Minutes Open' value is being updated. When we executed the script through XML Poster, we identified a configuration issue at the database table level. It was throwing an error because the decimal value limit was being exceeded. find the XML query for your reference<perform_batch>  <sequential_dependent>    <hierarchy_select result_name="escalation_result" return_only_requested_attrs="true">      <primary_table>escalation</primary_table>      <attrs>        <attr>escalation.esc_id</attr>        <attr>escalation.created_dttm</attr>        <attr>escalation.resolv

Hi all,after plenty of reading and no direct solution I need to ask.How can I write Plan Travel fields (Customer requires Plan Travel Start and Plan Travel End) to IFS Cloud on to the Scheduling Allocation page.Idea was to setup a workflow and fetch those fields, but there is no proper connection handling to PSO in place in Cloud 25R1.Question, is there any documentation available to get PSO authorizied to Cloud? Only found an example to Okta. Found nothing for IFS_scheduling IAM though and haven’t seen ny further solution than User/Password here.Tested in Postman and everything works well here. Only issue there is no straight forward connection to PSO available in Cloud workflows. Topic PSO to IFS Cloud miles  isn’t the desired solution as it is only meant for lobbies.  Any idea how to handle custom queries to PSO easier? ThanksMarco

Please could I request access to the latest download of PSO 6.15.0.75 I think

Dears,Please suggest if FSM6 and PSO can be migrated from Windows VMs to Cloud platforms like AWS or Alibaba or any other specific cloud platform?Thanks in advance

Hi IFS Community,In IFS Cloud (we're on 24R2 currently) you have the Dispatch Console where you start with an Activity view. This shows the timeline and the allocated activities in time, it's very handy :)You do have the option to switch to the Utilization View manually, this shows the % of available time allocated with Activies, see yellow marked in 1st image.If you zoom out, at a certain point you are forced to switch to the Utilization view, here's the catch. Also the option to switch back to Activity view isn't there anymore (see yellow in 2nd image).We don't want that, we want to keep the Activity view. Is this possible? What is the rule/logic behind the switching? Is there a value, a setting?Activity view: Utilization view: Cheers,Stephan

Hi,Currently we are facing an issue, we are creating tasks in FSM but that is not flown to PSO. We have the app param ENABLE_TASK_RESOURCES set to Y but still tasks are not going to PSO. What needs to be checked here to fix this issue.

I’m currently working on a customer requirement which goes like this: they want to be able to interrupt a job as follows: technician starts job but then calls in sick and job cannot be completed by the same technician, so a new allocation for the remaining work should be done by PSO technician needs to leave current allocation for a more urgent job and the started job should either be rescheduled to the same technician, or allocated to a new technician additional context: client is not using MWO but their own mobile solution where they have the options of pausing/completing a job; they use IFS Cloud (NGSM Service Requests) as middleware between SAP & PSO. I tried two different approaches to fulfill their requirelents but I had no concrete outcome:As I tried to correlate their pause button in the mobile app with a potential trigger of incompletion status on PSO side, but then I realized that after changing the Work Assignment status to “Incomplete” in IFS Cloud, there no Follow-on j

Hi, I’m running 25R1 and getting an error message when trying to add a material line on a Request Work Task with the Supply Code Project Inventory - it seems to be doing a check for a Work Order - which is wrong because there is no Work Order in NGSM - is this a known bug?  

Hi, Please help me understand why the system is behaving like this. Raise a No Part Material Line on a Released Request Task: Quantities:  I process the Pur Req and Release it and then convert it into a Purchase Order.Purchase Order is Released and Receipt command was actioned against the No Part Purchase Order Line - Closing the Purchase Order. As below: However, back on the Request Task Material Tab: my Consumed Quantity is now sitting at 1 and i also have the command button available to Issue Manually. See below: When clicking on the Issue Manually button I can see that there’s “1 Item Remaining” I can’t issue because it’s a No Part. I click OK after this (nothing happens)I  try to Close the Material Line but I’m met with a warning message re. not having issued the required materials.   There’s nothing to issue with a No Part Purchase so why is this warning message appearing when I’m trying to close the Line?  ThanksTom

Can I get the IFS IOT based EAM with FSM & PSO solution - KPI, Out-of-Box Dashboard & Reports. 

Hi,We are going from 23R2 to 24R2, and have a customisation in RESOURCE_SHIFT_PLAN_UTIL_API, specifically in the procedure Get_Resources_By_Dataset___ which appears to have been removed in later releases. Is anyone able to shed some light on the transition path for this and what it has been replaced with? Any help would be much appreciated!Thanks