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

Hi there. How do I get charges connected to a sales part to appear on a Service quotation?  We have environmental fees connected to some sales parts (let’s say a lead battery) that we have to invoice our customers. When creating a Customer order, there are a tab with charges.I have connected a charge to sales part 10091. And when adding this sales part on the Customer order, a charge line is created in tab charges.All good there…   …But when making a Service quotation. I can not find any tab that show/connects charges associated with the sales part.  If we present a quote to a customer… We somehow need to communicate how much the environmental fee is that may be connected to material. Warm regards

I have created a request with status New after providing all required information. Under this request, I have created a connected task (Task ID: 351) with all mandatory details. Is there any standard functionality in IFS Service Management that allows me to release the task independently, while keeping the request in new status.In other words, can a task be released without releasing the parent request?

Hi,In the ESM solution, when setting up a PM Action, we can default a resource for the work list.  Is this possible in the Request based service management solution? As I can only find a field to add the Resource Group to the standard tasks. But would like to default the resource to the specified object ID as how it is for a PM action.  If not, is this part of the road map? Thanks! 

Hi All,Please let us know what the meaning of Invalid Task Group, we are getting this multiple services 

When using the 23R2 Dispatch Console for manual resource assignment for a customer who does not use PSO and has 4000 resources, is it advisable to use multiple datasets?  What advantage would the use of multiple datasets bring without PSO?  Is there is a concern that so many resources under one dataset would cause performance issues in the Dispatch Console even without using PSO?  Couldn’t filters on Resource Group and Region sufficiently limit the number or resources hitting the Dispatch Console even with all 4000 resources in one dataset?

Hi,I've created a new service contract.It seems that I cannot set Plan Start Date (Invoicing) later than Valid From on the Service Contract Header. Why is this.For example the Contract Valid From date is 2026-04-01, but we have agreed with the customer that we will start invoicing from 2026-05-01.IFS doesn´t allow us to use service contract this way, why is this? How is it suppose to work? Is this somthing we can change?  

When attempting to change the status of a work task from Work Started to Work Done, we receive the error message below - divisor is equal to zero.In reviewing the work task, the work order, the PM Action, the measurements for object, no issue can be found. Any insight/thoughts would be helpful!  

When creating a Customer Location I have the option to assign a Validity period against the location with a start date and end date:There doesn’t appear to be any enforcement of this parameter when I am creating a Service Request/Task at the customer location if the end date has been passed. Is this by design or is this possible a bug? The idea would be that the customer Location shouldn’t be shown on the LoV after the end date has passed.Thanks

Hi all,I’m working with a Work Order that includes two Work Tasks: one handled by an external resource and one by an internal technician. These tasks are linked by a dependency and must be executed together.The external Work Task is assigned via the B2B Portal by the subcontractor, and the internal dispatcher must validate/confirm the proposed date before planning the internal task.The issue is that, in the B2B Portal, the dependency is not shown—even though the dependency is correctly defined and visible in IFS Cloud. I can see the “Dependency” section in the B2B Work Task screen, but no data is displayed.Has anyone experienced this? Is there a configuration or limitation in the B2B Portal that prevents dependencies from being displayed?IFS Cloud Dependencies 

Hi Experts, In FSM6.30 → PSO 6.14 integration, I noticed the person skills are not sent when expiry date is updated.Ex: I update a person skill record’s expiry date in FSM side. But it was not update in PSO Resource planner. But when I update the same person skill record’s skill, the update is sent to PSO.Is it the intended baseline behavior? or could that be an issue in this solution/environment?Appreciate your help.Thanks,Sanjeewa 

Hi,We have fixed Time, Fixed resource tasks and then its assigned to the engineer. Next after few second its noted the job is uncomitted.These engineers do not use Mobile and there is no Commit rule or any at the moment. Why PSO uncommit these manually allocated jobs?Is there a way atleast we ca get a reason for this behavior? First CommittedThen PSO uncommit it again.   ThanksKM

Hi Experts,My user is connected to PSO Workbench Administrator users but in PSO I cannot see some Admin functions. All Admin persmissions are granted from PSO end as well Some missing functions in PSO,I cannot see ADMIN Group under Parameter I cannot see “AdminApplicationsView” under persmisssion?    Any reason for these limitations? ThanksKM

On the Purchase Order screen:Where can I find how TTL PO Cost (purchase_order.total_cost) is calculated? Under Goods and Services, how is Total Cost (purchase_gns.total_cost) calculated? Under Goods and Services, how is PO Cost (purchase_gns.po_cost) calculated? 

Users are able to by-pass forms in a workflow if they make certain selections and end up having the ability to complete an order. Is there a particular field this selection is being identified with, in order to key off of this selection and build logic around for post-processing? Thank you. 

​We have created thousands of request with given PlannedStart and PlannedFinish.Via API-Call we want to clear these both fields and set the other fieldsjson = $"{{\n";                                                                     json += $" \"PlannedStart\" : \"\" , ";json += $" \"PlannedFinish\" : \"\" , ";json += $" \"EarliestStart\" : \"{EarliestStart}\" , ";json += $" \"LatestStart\" : \"{LatestStart}\" , ";json += $" \"LatestFinish\" : \"{LatestFinish}\" , ";json += $" \"Duration\" : {Duration} , ";json += $" \"Objsite\" : \"{Objsite}\" ";json += $"\n}}";endpoint = $"main/ifsapplications/projection/v1/WorkTaskServiceHandling.svc/JtTaskSet(TaskSeq={TaskSeq})";response = await Rest.PATCH(endpoint!, json, "", eTagTask); The response throws an error, because PlannedStart and PlannedFinish are not set.Example:In the above example: Set earliestStart to 11:00, LatestStart to 15:00, LatestFinish to 17:00 on the same day. The goal behind is: make the requests (tasks) more flexible by

Is there a way in custom metadata to do calculations on 2 columns and spit out the results in a new column?In the PURCHASE_GNS Custom Metadata, is it possible to have PO_COST = PURCHASE_GNS.UNIT_COST * PURCHASE_GNS.QTY_ORDERED 

We go live in a week or so.  Is there a way in service to define the starting ID for Service Requests and Request Work Tasks.  Right now the sequencing starts at one.  With the way oracle sorts IDs, this will become a problem when there are million plus IDs… i.e. the sort sequence will look like this: 1, 10, 100, 1000, 10000 then 2, 20, 200, 2000 20000 etc.  If there were a way to define the start value, we would like to know about.  I suspect it is not possible.   

Hi,I am trying to create an Object Connection Transformation(OCT) between Standard Task and Service Catalog. However, both objects do not seem to have any common key values, so I am unable to map them directly.Is there any way to create this Object Connection without customization or without adding new columns/extensions?If anyone has implemented a similar connection between these two objects, could you please suggest the recommended approach?Thanks in advance.

Hi IFS,How we can add a new PSO theme and select it here.  ThanksKM

Enhancement DescriptionIn IFS PSO version 6.16.0.44, when a technician is manually allocated two long-duration activities in parallel at the same location, the visit-splitting behavior is inconsistent. Although both activities exceed the technician’s shift duration, only one activity is automatically divided into multiple visits aligned with the technician’s working shifts. The other activity remains as a single continuous visit and extends through non-working hours, including overnight periods.This behavior occurs specifically in scenarios involving manual parallel allocations. While the standard optimization engine correctly applies visit-splitting logic for long activities during automated scheduling, this logic is not consistently re-applied when activities are manually allocated in parallel. As a result, activities with identical characteristics—same duration, same location, and same assigned technician—can be treated differently from a visit segmentation perspective.Business Impa

Hi all,When I open 'Map' via the Schedule Board, I get the message 'Map provider not configured'. The same thing happens with the map at an address.Does anyone know where to configure the map? I would like to use Azure Maps since Bing Maps is being deprecated. Regards,

Hi All,I am trying to implement the following requirement in FSM 6When a user clicks a custom button on the Quote screen: FSM should trigger an outbound HTTP call  The external service returns JSON. FSM should update two fields on the SAME Quote record (e.g., User_def5 and User_def6).

After upgrade some users cannot complete the steps for New Service Request and receive get an error message that they don't have sufficient privileges.The trace log indicates that the error is 403 and /main/ifsapplications/projection/v1/CreateServiceRequestHandling.svc/GetFirstTaskSeq(WoNoIn=36040)I haven't been able to find the projection that GetFirstTaskSeq actually requires to work.Thanks in advance for any pointers.

can i create assistant page without using IFS developer studio?

We are looking for a way to “take back” Work Assignments which have been transferred to the mobile app (MWO). Currently the only way open to us is by the App User to actively send it back.We have several cases now where going via the app is no longer possible.We have recently upgraded to 25R1 and I was hoping to use the DB Task Schedule "Remove completed/incomplete jobs” for exactly this case. But it seems to not removed the “transferred” as expected for incomplete jobsCan anyone give me the technical description? I cannot find this job in the usual place (https://docs.ifs.com/techdocs/25r1/030_administration/020_bckgrnd_processing/020_database_tasks/110_predef_db_tasks/) My current setup: I would have expected it to clean up any assignments older then 200 days.But for example this assignment remains “transferred”: Does anyone know of a different way to take back transferred work assignments?Thank you very much in advance. Any input on this subject is highly appreciated.BR, Catherine