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

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

This will include questions related to FSM and PSO.

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ATZATZBHAVUKDo Gooder (Customer)

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

Answer Feedback Translation Message ID

Hi AllText and Label are translated in any language by the message id. How these two fields (Text/Label and Message id ) are linked to each other?We want to see this link because we create customize User_def field Message _ID for Answer Feed back to translate Answer Feedback but we are not able to find any place where we link this two fields. Till now there is no baseline message ID field available for answer feedback .

AdrianEgleyHero (Customer)

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

FSM 5.7 - TLS 1.2 Protocols

Hi,We're currently on FSM 5.7u11 and trying to force the Server and Client to use the TLS1.2 protocols.Our Infrastructure team has done this via IISCrypto and group policies.Whilst testing we're seeing some of the MPM's return an exception. <severity>ERROR</severity> <message>[DBNETLIB][ConnectionOpen (SECCreateCredentials()).]SSL Security error.</message> We have installed and updated a Microsoft OLE DB Driver for SQL Server to use: "Provider=MSOLEDBSQL19" onto the Application server to allow it to communicate with the DB for a specific process.This resolved one issue, but we're still seeing more exceptions when testing in the client and calling MPM's. The feedback we got back from support was that this line of code 'ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12 | SecurityProtocolType.Tls11 | SecurityProtocolType.Tls;' is what is needed to support TLS1.2, and that it is present in FSM5.7u11.Could this therefore be

Kasun ManurangaSuperhero (Employee)

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

Are there any performance baseline definitions for FSM

Dear Experts:We have observed PM Tasks generations to be very slow in FSM also, the environment being slow intermittently. Do we have any performance baseline definitions for FSM to compare the behavior?Also, we have observed this is happening every day at a particular time period, there the utilization spikes on the environment. How we can Track the cause? Thank You,Kasun

dmooreSidekick (Customer)

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

Customer Currency - Service Quotation Letter

Good Morning - A Service Quotation has been raised for a customer in Euros however the Quotation letter is showing as £ - Is there a way the Euro can be updated onto the quote letter - Many thanks for your help.

José PereiraDo Gooder (Partner)

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

PSO Status Updates in a Offline Scenario

Hello,I am currently working on a FSM-PSO solution where the field technicians of the client work on an external custom app. The field tech is gonna have a number of tasks pre-allocated sent by PSO at the start of the day and as he completes one, more are sent. Everything is fine until the field tech may get sent to a place with no service (no internet and/or no phone service) for several hours and complete all the tasks assigned without being possible to communicate with PSO.In this case, there is also a scenario in which he could complete a given task(change its status offline) and go to the next one he has in his phone (previously sent). Because he is without coverage, the updates won't go to from that external legacy app to FSM and as a result PSO won't be updated with the right status therefore for PSO it would mean that he is still doing the second task and once the app goes online he will receive all the updates but potentially this will have an impact on the optimization since

HannMatDo Gooder (Partner)

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

PSO - Current Allocation Value on Task changed

Good day We started using PSO to schedule tasks yesterday. Everything was working correctly with tasks committing according to the commit rules, and newer tasks coming in and sitting the queue with “Allocated” status. A day later, and a lot of tasks that were allocated became unallocated, even though their SLA is still active, with plenty of room on the schedule to commit these tasks. The Current Allocation Value also changed to zero, where it should not be zero, but have an allocation value in accordance with the SLA. Please see the screenshot below:Previously Allocated task now Unallocated while SLA is still activeAny help with this issue would be appreciated, or any ideas for where to start investigating.

PASCLKDo Gooder (Employee)

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

FSM6 Mobile App with IOS 16

This questions were raised by a customer. Could anyone provide answers or solutions for the below questions ? Currently customer is using FSM 6u16, and is planning to upgrade to FSM6u19 (latest as of now) by end of August and FSM6u19 supports "Any device running iOS 11 through iOS 15 (including iPadOS) is supported." 1) As you know apple will release iOS 16 in September, And I see FSM6u21 will be release in October, assume this FSM will support iOS 16?2) If we are in FSM6u19 and our iOS devices get updated to iOS16 (since we cannot control the update on our tech mobiles) will FSM iOS app will work (certain features/or will crash) ? 3) Will we get a hotfix iOS app for FSM6u19 to support iOS 16?

JayadeepDo Gooder (Partner)

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

Today and future 7 tasks should show in mobile

Hi,My client wants to see only today task and the future 7 tasks in the mobile job list screen.Is there a standard solution for this? Thanks

HeshalaSidekick (Employee)

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

Source_type PU and DU in part_tranlog

Hi Experts,Could you please advice me on process flow in FSM to have records in part_tranlog for following source_types*source_type=PU*source_type=DUAppreciate your help and response on this.Thanks in advance.Regards,Heshala

ShivamShukla321Sidekick

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

What are the FSM data archival best Practices?

Like for how long data should be there and archived?

Erin McQuestionHero (Employee)

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

FSM Mobile support for iOS16

When is support for iOS 16 expected in the FSMi solution?

joana.m.machadoDo Gooder (Partner)

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

Working Calendars for specific days

Hello, We would like to know if it is possible to have working calendars for specific days of the year, for example, to have a calendar that only allows to allocate work on the 2nd of March and on the 4th of April. We understand that it is possible to create exceptions for specific days, but has anyone ever tried to make all days exceptions except one or two? Thans for the help.Kind Regards, Joana Machado

TosohLBlumHero (Customer)

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

Assign PM Actions

Is it possible to assign PM Actions to a specific technician, such that any work order generated from that PM will be assigned to him? Also, once the work order is created, can it be assigned to someone different?We have tried using the Planned By field, but once the work order is created it can’t be changed.

VanGrahaLDo Gooder (Partner)

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

Work Steps not transferring from a Task Template when originated from a Service Quotation

Hi,I am working with a customer who will use Work Task Templates (WTT) to build the work order data within a Service Quotation.The problem I have is that the Work Task Steps linked to the Work List line in the WTT are not transferring to the related Work Task when the Service Quotation is accepted. The Task Steps are blank. If I add the WTT to a new work order the Work Task steps are added to the Work Task as expected.This seems like an oversight of IFSNote: I am working on APPS 10 Update 14.

JuniSihombingHero (Customer)

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

Client Script: Getting the row from response of createInsertRequest

Hi, what function can be called to get row from response of createInsertRequest? I have script to insert person_cal_except table. The aim is to get row and exception_id of the new created record.. My script is like this:var newRec = {}; newRec.person_id = personId; newRec.exception_type = exceptionType; newRec.start_dttm = startDttm; newRec.end_dttm = endDttm; newRec.user_def1 = approved; newRec.available = available; var personCalExceptReq = createInsertRequest('person_cal_except', newRec); var response = executeRequest(personCalExceptReq); if (response['$type'] == 'ErrorResponse') { displayUserToast(getMessage('cUnabletoAddCalException','Information') + personId + ' ' + response.message,'error'); } else { // alert('response' + size(response)); exceptionId = ?????? ; // alert('exception Id: ' + exceptionId);

CKOppBoxHero (Partner)

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

FSM : Request : Place Search

In Web Client, while trying to create a new Request & search for the place, the search doesn't show any places (until specifying a search value & clearing the same).Looks like standard product behaviour, Can anyone please assist with this.

AkifscommunityDo Gooder

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

How can we add multiselect radio button on JobList in FSM Mobility to select multiple jobs and perform operation?

I'm using IFS FSM Mobility. How I can add radio buttons to select multiple jobs and perform any operation like change status etc.

Kasun ManurangaSuperhero (Employee)

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

Are we able to change the user permissions in FSM SQL databases?

Dear FSM Experts:Are we able to change the user permissions in the SQL databases without a typical update completely destroying our modifications? This relates to the OBDC reports – we do not wish to use a password in a string visible on the server.So we are thinking about using AAD auth and having the users auth themselves via 2FA universal authentication. We can modify the DB to add the user group and have already enabled AAD AUTH.Are there any issues in doing so? Thank you,Kasun

FirTacoVSidekick (Partner)

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

Custom derived fields like full_address in FSM SmartClient

We created a composite field, analogous to the baseline address.full_address field. However, it does not appear on the object.In Custom metadata: Selecting (for example) the column in a hierarchy_select gives an error:<message>Table request_contact does not contain a column with name full_name as specified in the query.</message>What are we overlooking?

TatKkkkkRDo Gooder

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

How can i get the place_xref table data in stock bin sync rule

Dear Team, Can anyone tell me, how to get the place for stock of place for stock related place id record in stock bin sync rule.Eg:I can able to see my user’s place for stock place id record in stock bin table but i cannot able to see place for stock of place for stock of place id record (place_xref table) in stock bin sync rule. 100 is my user’s place for stock place id - this101 is my user’s place for stock of place for stock Thanks you

AkifscommunityDo Gooder

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

How we can add drop down filter in FSM6 Lobby even after not having info data source?

I'm using IFS FSM 6 smart client. How we can add drop down filter in FSM Lobby? How we can add date picker filter in fsm lobby? FSM having data source type as SQL, Query bulider, Perform and Script... Not having Info data source.

Thilina GurugamageSidekick (Employee)

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

Cancelling 7000 tasks assigned to a mobile user

This question was raised by a FSM 6 IFS managed customer via a Support Ticket. Last week an operational user triggered multiple mass updates that resulted in the mobile message queue climbing to 4M messages. They have requested a rolling restart and believed that this queue would stopped. As of today it looks like these messages are queued again.They have a single user that has 7K of tasks assigned to him and they need to kill that queue as these work orders were pushed in error. If we try and cancel these WO we will add tasks to the already backlogged queue. Is there a safe way to cancel these WOs? Thanks. Best regards,/Thilina

JuniSihombingHero (Customer)

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

Filtering Person (lookup) based on Access Group of current-user

Hi, I am trying to achieve filtering person based on same access group of current-user logging in. E.g.User login: JSTECH Access group: 00301 User can only see persons who are in access-group = 00301 FYI, we don’t define access group in Role. Any thoughts on how to achieve the result?

JayadeepDo Gooder (Partner)

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

Differentiate meter task from normal task in FSM

Hi,My client is using FSM meter configuration, need to display if a task is with a meter or not in the job list screen in mobile.Is there a standard solution for this? Thanks in advance

TatKkkkkRDo Gooder

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

How to display last 5 records for product service history in mobile?

Dear Team,Can anyone tell me, how to display last 5 records for product service history in mobile Thanks you

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