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

Hi,I have a question regarding Recurring Service Programs.Once the program is active, cycle pattern and interval program could be changed? Is there any way we can modify them?Thank you!Best Regards,Miruna 

Hi,I have a question regarding Recurring Service Program:Start Occurrence takes into account the valid from on the service scope line or the one in the RSP header? How is it calculated? I read the documentation but it is not very clear to meThank you in advance.BR,Miruna

We are looking to use the Warehouse Portal. I seem to have documentation for all FSM Portals other than the Warehouse Portal.Can any of you share this documentation?Thanks,Barry

Hi,  Is it possible to change the behavior of the press and hold functionalty within the (android) app?e.g. When doing a "Long press" on Joblist, the menu appears while pressingWhen  doing a "Long press" on Itemnumber to scan a barcode, you have to remove your finger before the menu shows. 

Hi Experts,When a technician adds their signature from a mobile device, it is saved in the mobile database as a negative value by default. This value is then sent to the FSM server, which identifies the negative value and converts it to the correct ID based on the sequence of `tech_signature_id`. This process is handled on the server side. As shown in the attached image, all `tech_signature_id`s created on mobile devices are negative values. This helps avoid mistakes when many technicians are working simultaneously.Tech signature id before syncing with the server.However, my problem is that on the server side, the `tech_signature_id` is not being converted to a positive value after the data comes from the mobile device.task.tech_signature_id in web clientThis issue does not occur every time. I had to create at least 10 tasks to reproduce it. The current environment is UPD23, and I tested this on an Android device. I also initialized the UPD23 server into the UPD28 Android and Windows a

Hi All, Doing some tests with ‘Analysis for Service Contract’ in IFS Cloud and I am noticing some strange behaviour. Situation:I have a service contract where I Invoiced 2 items:Periodic invoice of 500 USD/Month Preventive Maintenance Work Order charged with a Service Line at ‘Fixed Price’ of 2500 USD Now I check my Service Contract Analysis and I see 2 issues:Incorrect visual ‘Revenue Analysis’ In the Summary I see a field “Revenue (USD)” which says 3000 USD - that’s good.  But the Revenue Analysis bar chart only gives a value of 500 USD And next to it we have the breakdown that really shows the 500 USD from the Invoice Plan and the 2500 from the ‘Fixed Price’ WO Why is that 1 bar chart not consistent with the other info? Incorrect Costs My Invoice plan did not have any costs - my work order on the other hand had 1 part and 1 resource used, respectively a cost of 2127.84 USD and 0.15 USD Why does the Analysis overview only say a cost of 2127,84 USD and not 2127.99 USD as I would

Is there a way to add columns in work order planning gantt? Right now, I see only 2 columns  Can it be customized?

Hi All,I’m trying to find a solution for the following. The functionalilty is that FSM mobile app users can fetch data on demand.So far I'm able to trigger a Sync rule via a client script, which then sends all the data (Batch All) for that person. The issue here is, that I can’t add any conditional filters, and only can filter on Person ID (but it’s something). The biggest issue is that during the initialisation of the app, the data is also imported, which we want to prevent.Regards,David 

We are observing the Additional Resource Task errors on Mobile (especially iOS) with the error text “Task has been already picked by another person or it no longer exists. Further processing of this task is impossible.”. Can you please point to the details for this error. 

Hi All, I have a client that provides monthly free-of-charge inspections of their customer’s production line (for which they sold the equipment). The inspection is free-of-charge, but everytime they find a possible problem, they provide a quote to the customer for the replacement and maintenance and thus they make revenue. That is the basic business plan. To put this in IFS I was working with a Service Contract where we have multiple ‘Services’ - 1 free-of charge service that has a PM action on Monthly Occurence - Calendar generated. No issue there.I also made a second servie that is invoiced based on ‘Resources Used’. So whenever a technician is on-site they can create a new WO/Service Request from MWO, connect it to the 2nd service line of the contract and in that way we can track all Costs and Revenue’s for both Services connected to the Service Contract. Now comes the issue: so before they are allowed to execute the replacement, the customer wants a quote. No issue - when the WO is

Hi All, I’m doing some tests on the IFS MWO Service where I start a WO - assign it and transfer to mobile. When the technician accepts the MWO and starts doing his work, he notices ‘additional work’ to be performed. But I want him to enter the Object ID. But unfortunately, this seems to remain an empty list and I can’t select any object ID. When I do the same through ‘Technician Portal’, it does filter my Object Id List:  So Question:What controls the list of Object ID’s that I can select on the MWO Service? Is there a setting or how can I populate a list? Best RegardsRoel

Hi all, I have a problem about site access. An IFS user who even though does not have authorization to the relevant site, he can access and view the relevant shop orders when he searches by shop order number on the shop order and shop orders pages. My expectationis that he can only view shop orders on the site it has authority over, and he can not view else shop orders belog to different a site that he does not have authorization.What could be reason? How can I prevent he view the shop orders that have the site not authorized for the user? Thanks

Hi, I’m constantly seeing patches come out from dotNot Core, and my security team flag these due to vulnerabilities so we keep them as up-to-date as possible. It’s been raised internally that dotNet Core v6 comes end of life Nov ‘24. So simple question.What versions of FSM and PSO are compatible with dotNet Core v8? Cheers Ady

Hi,I have created two task on a single Work Order using Min FT required = 2, But only the 1st task is getting auto assigned and the 2nd task remains in Open status. Any idea what could be the reason? 

Dears, Please let me know information on removing Back-order Quantity from Stock. Thanks & Regards,Narsing

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, Will the Mobile sync will work or will post the data to servers when the mobile device screen is locked and the app is running in the background? Thanks in advance.

Need details of API available for PSO on following scenarios  add/change/delete shifts add/change/delete Roster/ROTA in PSO 

Hello here, How to add and set the position of a custom column in a tab for every user (not by the column chooser in the user customization) ? Regards,Pierrick

Hello,  I am curious to know if there is a way that we can pull in the activity description or location into the PSO activity list somehow?  is this something that is configurable ?

Hi there, i have two questions:1.  when moving a task in the console from one resource to another, can we simply drag and drop the task, or do we need to manually break the work assignment?   2. When having to move an activity from the same resource today that has not yet been accepted or started, can we simply drag and drop the assignment to the next day without having to break the work assignment?

On mobile, is it possible to stop typing in the lookup field and perhaps stop typing in a field for reading the qrcode? If it is possible via script, can you give an example?

Hi everyone,I have a question regarding Recurring Service Programs - Combined Trigger Type.In the example below, I put start occurrence = 2, which means July since the program is valid from June, and occurrence interval = 2 which means one request will be generated every 2 months:This would work properly if I just consider the calendar. But when I have trigger ,,combined,, taking into account the operational hours, in the schedule tab, the first line shows June….why?Moreover, I can't generate requests because I don't have the scope added. I am using IFS Cloud (Service Management) 23.2.6 Thank you in advance for your help!Kind Regards,Miruna

Dear FSM experts, One of our customers is requesting the following requirements in FSM Smart Client, and I would appreciate your assistance: Requirements:Once a new record is created and saved, users should not be able to make any further changes to that record. When the screen first opens (search), it displays a list of all records in this table. However, users should not be able to open any of these records.We have created a new customized screen according to their requirements and attached a screenshot for reference. This customer primarily uses the Smart Client environment.  Is it possible to achieve these requirements through configurations alone? If anyone has any ideas on how to proceed, please let me know. Thanks & Best Regards,Amandi Soysa

Hello here,I’m trying to add a custom field that contain the list of our customers.But when i try to find it in my custom enumeration, i’m stuck.Is there an existing enumeration for that ?  If not, how can create it ?Regards,Pierrick