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

HiI want to create a resorce in IFS so that a task can be assigned to him but not as a user as he will not login (since user consumed licence). Just the manager will see on which task that resource is assigned. So I created him as a person & resource under a res group NOT as a user. I saw there is no way I can mark him invalid as I can do for a user. How can I change this?For a user, I get this option 

Hi Community.  In the document “what’s new in service management 22r2”, the pick up task process with shipment order is described as screens below :  In the second screen, in “notes”, the assigned resource needs to be connected to a RWH, but I can not find this where I can setup this information.  Can you help me please ?  Thanks, Alex. 

Hi all, May I know if its possible to add a filter constraint for the tabs within a screen? Particularly List tabs.For example, within the person record, there are tabs below the header information. like skills, roles, positions.Eg. I want to add a filter constraint, so that the team tab under Person record only shoes the lines where team leader = “Wendy”.  

Hi Dears, this error appears to me while trying to add the serial number in the Manage Serial Structure line and the below screenshot shows that the part is in the inventory So how can we solve this issue?   

Hi Team, Can you please provide basic steps on how we can configure ARP Broadcast from PSO to FSM? We need to get position and team related data from PSO to FSM. We understand this can be done using ARP Broadcast. Kindly provide basic steps on it.  Regards,AJAY

Hi All, I have integrated with FSM and PSO, and can see that all the task are being broadcasted and allocated to the specific resource based on the skills.However I’m facing issue with allocation as all the task are being scheduled in backward/reverse direction.Attached Screenshot for the reference.(Order of task creation is 201,202,203,204 but it is allocated in backward direction, each task has been created one by one similarly if i create task-’205’ that will be allocated before 204 why not after task-201)I’m not sure why, can anyone please suggest where we need to check for resolving this issue.?

Hi collegues,I am experimenting this issue in FSM 6.10 when more than one items must be represented on the map. With only one item per day is working and painting it well on the map. Best regards.

I need to use on the server side the method from Metrix.BusinessServer.BusinessPolicies.ServiceLogisticsComponent.ServiceLogisticsBusPolicyMgr called InventoryPicking  But I don’t have any manual to help me how to fill all the parameters, if some parameter can receive null value or not. Based on the XML for this operation that I get from FSM log, there are only 4 parameter filled, allow_partials = ‘Y’, include_req_on_hold = ‘N’, request_id = @request_id and run_option = ’2’, and I tried to run this method on server side passing only this 4 parameters and the others with null value, and didn’t work. I would appreciate it if anyone can help me with this issue.

We’re using IFS’ PSO to schedule our technicians.  When we have a tech call in sick, PSO is re-optimizing and will unallocate work on another tech because it is moving the sick tech’s work to the other tech.  So it’s basically displacing work on another tech.  Now I understand why it’s doing this, because it’s preferring more valuable work.  However, I’m curious if there is a setting that can prevent this from happening.  I’m also generally curious what “OptimiserDeallocationWeight” parameter means in PSO.  Thanks.

We use groups to manage view, edit and or delete at several screens.We now need to write protect a single field - marked with a blue square.In the group for the roles there only are allowed to read, we can’t find that field specific, as it is all Shift Details or nothing.Has anyone found another way to solved issues like this?   

Our end-user ask if it is possible to remove GPS fixes in the Mapping workspace.I have being looking through Groups for a setting.I have being looking through parameters for a setting.There is nothing at tool tip for Scheduling/mapI can't find anything there indicate that this "GPS FIX" could be change or removed.Look at the attached screen dump for how many times this occurred and that is blocking the user for easy to go the resource at that screen. 

when we try to change the allocation start date , the allocation end date doesn't come according to the calendar we have specified . 

Hi All,Is there any option to mark National Holidays in PSO, so that system will not schedule the job for any resources.I know we can add Holiday for individual resources, but can i block all the resources at one go. Regards,Shiyaz 

Hi All, Current situation for a customer from us:they’ve manufactured a Part Serial that is composed of other Part Serials in a structure They do not create Serial Objects At a certain point a subcomponent Part Serial is taken back into stock (through a Work Order) because it was broken and replaced by another The broken part get’s repaired Now they would like to use the part again in a different structure Unfortunately they now get an error:  So because the Part Serial is part of a structure (due to the initial manufacturing), we can’t issue the part. Unfortunately we also cannot disconnect is from it’s parent structure because this is no longer an option in the menu. What is the correct way to solve this issue? Best RegardsRoel 

Hi FSM Experts,   In the fsm webclient is it possible to have a tooltip displayed when hovering over a Field? or is there a possiblitiy to configure the default value that we see when hovering over a field as shown in the screenshot below  Regards,Anupama Nagahawatta

Hello, We have upgraded from 6u13 to 6u24 and our Tech portal is no longer able to print service reports. We have a button that run the following language:var task_id = getControlValue('task','task_id');alert(task_id);if (isNullOrEmptyString(task_id)) {    return false;}var reportParams = 'task_id=' + task_id;printReport('FSE_SERVICE_REPORT_INT', reportParams, PDF); This code has functioned for the last 12+ months under 6u13 but now in 6u24 it no longer functions. We are receiving the following error.Out report is formatted  

I am new to using XML in FSM. Is there a resource that I can turn to that shows the capabilities of XML in FSM?ie. Basic, intermediate, and advanced XML examples in FSM?Another question: How can you have a data constraint with multiple items? In SQL we would use: “where question_id in (100,200,300)”

Hi experts,Is it possible to add a button to a header section of a screen (for web client) ?something like the ones highlighted in yellow, to be added to the arrow pointed section ?  

Hi Experts,I have a requirement of triggering an integration upon clicking a hyperlink. The only way I could think of going about this is by attaching a client script to a text field and setting the lookup navigation of that field such that it shows a hyperlink.For example: and the client script is attached as following,the above setup yields in a hyperlink, but clicking on this doesn’t trigger the client scriptI tried various configurations for the lookup navigation, and my observation was that whenever the Trigger is set as hyperlink, client scripts don’t get triggered.The only way I could get the client script to trigger was with the following setup, but the flipside is, this doesn’t yield a hypelink anymore, So this is where I  am at. Any ideas on how to get the desired requirement working? is it possible at all?P.S I saw a similar question raised here which is still unanswered

Hi Community,Would anyone know if there is a way to change the “customer Owned” status?  It should not be, it should be a stock item.  I returned a panel to stock and apparently got click happy and made a huge mess.  I cannot issue the part now to a task because it is “Customer Owned”I need to change that status so I can issue it and fix the transaction. Any contribution would be greatly appreciated. Thanks Mesh Screenshot of the issue   

Hi All, I have a customer where 1 user is able to connect an Export license and the other is not. The license remains in status ‘Unconnected’ for the other user; When that user asks help from the other user they are immediatley able to get the connected export license in status ‘Approved’. i have been looking into the cause of the issue bu having trouble to identify the issue. All Permission sets seem to be ok. What else could cause this behaviour? Best RegardsRoel

PSO will broadcast the allocation details of all the visits of the split activity but, FSM will only capture the allocation details of one visit (the visit it captures is random - it may be the 1st, 2nd or 3rd visit) and display it in the task screen. But, only the last visit details are sent back to FSM & this is a incorrect representation for the Schedule. For Example:  PSO Task is split into 3 days, Day1, Day2 & Day3, but the visit returned is for the Day3, the Scheduling for material planning will be done incorrectly considering the Day3. Whereas the Day1 is suppose to be considered for the Scheeduling.

In FSM6 Update 25, a new enhancement has been added to reduce the messages being extracted between FSM Server and Mobile.  What is the logic that determines “If an update message from FSM Server is not relevant to any of the fields used in FSM Mobile designs?”The name of the new app param indicates that the logic may only be checking if a field exists on a screen in the mobile client.  What about other field changes that are not on a screen but are used in logic to determine behavior?  For example, a client script could select user_def25 from the mobile database, but if that field is not on a screen, an update on the server will not be sent down to mobile.

Is there a way to see allocated to(resource/resource description) here in the tasks? Its strange that it does not show the resource in the task 

Can the gantt charts be exported to excel or pdf by some way? Like WO planning gantt/resource shift gantt--if there are many resources/tasks, it becomes difficult to just refer gantt to get a holistic idea as it needs scrolling, so can it be exported?