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

Hi Community ! How it is possible to swtich the invoicable state on the service request, for a sales line?When modifying this part, the field is not updatable as you can see on the screen. Thanks for your help, Regards, 

We would like to create a notification business rule that is triggered when someone changes the server log level settings.  To create this rule we need to know the table (and column) that is being changed but so far we have not been able to determine the name of the table. Anyone happen to know the table?

Hi Experts, The appointment booking window that shows Green, Amber, and Red in FSM when receiving an appointment back from PSO,  How are these are set and what are the thresholds? Are we able to change them?Thanks

Hi Experts, I have added a new non-db field to the custom metadata- PRODUCT as below. And also, I didn’t do any modifications to the PRODUCT database as this field is a non-db field.I need to access this newly created field via UI designer. But I couldn’t see this field in UI designer → add screen field popup. Could you please let me know if I am missing something here, or whether there is any limitation? Thanks, and regards,Hasara 

Hi all,Can anyone tell me, After uncommitment the task is not removed from mobile.Eg: The task status is changed to open but that task is not removed from mobile. In task sync rule, there is no Open task status. In mobile, task status showing committed only but in FSM app that task status is open. Thank you 

Hi All,Customer wants to cancel a Work Order just transferred to mobile but it looks like this is not possible from Aurena.It is also not possible to un-assign the task transferred to mobile from Aurena client application.Is there any specific way of cancelling the Work Order transferred to mobile WITHOUT any action from the Technician who received the Work Order into the device. 

Hi, We have created HR schedule for an employee but it doesn't reflect in dispatch console , is there any other configuration needed too? Thanks

Hi Team , Can Anyone Suggest Me an idea to achieve  the below requirement . requirement:I need to create  a Schedule Process  which will run during month end .to all the places which request has been created on that Month Add the report as an attachment to the email and send.Report Parameters to be sent :Date from: 1st of that month 00:01 HrsDate to : end of that month 23:55 Distribution List : place email address  I have Created the schedule process for monthly and calling the perform notification MPM in schedule process but the excepted output of the report is not generated since the parameter constraint is not getting applied to report when notification message is triggered.thanks   

Hi Team, If you can help me with a requirement where I need to hide  all the Lobbies that will not be used by the customer. Can we achieve this if yes then how? RegardsAbhishek 

hi, is it possible to apply a column/filter for custom field in work order planning gantt? Like we have a custom field RIG on the WO screen, can we display that field here too so that I can see only the work orders only that belong to that rig?Also, can we drill down the tasks further to see which resources are working on them? Something like below--MARINER IS the rig, 259, 436,446 are tasks and below them are the resourced working on them. Right side shows the dates.  

Good Morning - Can anyone advise if there is a user guide available how to create an automated prompt message to appear when the status of a Service Quotation has been updated? We would like a prompt message to appear to inform the user to send a full cost breakdown quotation letter  to this specific customer.  Many thanks for your assistance.  

Current behavior: For the moment the MC screen BaseAttachmentList is used to display all necessary attachment information in a list. In this screen, the "Delete" option for attachments is not available. The editing of the screen is limited, no button can be added and only the script triggers "Populate" and "Refresh" can be used.

Hi Experts One of our customer recently upgraded to FSM UPD 24 from UPD 23 and they are facing This below error message when they are creating back up “Unrecognized business object 'cust_adhoc_report'. Contact your system administrator for assistance”Error message Please suggest any solution to overcome this issue Thanks and Regards Shobana

Hi Team,Can you please explain how skills work in PSO? As per our business requirement, skills should be inherited from Team to resource added to team in Resource Planner. We checked Planning > General Data > Skills and found the column Team Inheritable. Does it mean that the skills are inheritable? We don't know how to validate this. We cannot see skill details while adding individual resource to the team in Resource Planner. Regards,AJAY

Hi Team, Is it possible to set default value for column Resource Type in PSO > Teams screen. I mean when user tries adding new screen, Resource Type should be already selected with a default value. Regards,AJAY

Hi Team, Is it possible to remove tabs appearing in the PSO > Teams screen. By tabs we mean the ones that appear below after clicking a particular team. For example, Division, Parts, etc. Based on our requirement we need to remove few tabs from here that are not used like Parts. Regards,AJAY

Hi Team, If you can help me with the issue as I am not able to see the Ad Hoc report option in the main menu. The Role that I am using is having below mentioned functions enabled. Any suggestion is much appreciated. RegardsAbhishek

Hi Team,In PSO > Scheduling > Resources, when dispatcher wants to assign a task, he needs to be able to see the teams and not only the resources.  As per our business requirements, Task has to assigned to the team itself. This team belongs to the same dataset where we are trying to assign task manually. We also tried assigning division to the team, but it didn't work. We understand Teams are like resources and should be visible.  Regards,Shalu 

Does anyone know if Allow Multiple Visits flag in 23R1 is not working with PSO or if there is another configuration needed in 23R1 to allow PSO to split an activity across shifts and availabilities? Thanks!

What would cause a time clock to duplicate its output?We currently have two timeclocks to create non part usage lines, one for travel time and one for labor. However it seems like in some situations a duplicate labor line is created TravelStart - Enroute, End - In processLabour Start - In process, End - Wrap up Has anyone seen something similar? What is causing the ‘resume’ entry and is it related?

hi, what kind of gantt charts are available in IFS like dispatch console, resource monitoring chart. My requirement if for FSM module-Field service engineers are dispatched to work on the tasks. So I need to see where an individual resource is working, for the whole year, who is working at a particular location etc. See below 

On FSM 6.16, we are routinely running into outbound integration errors that result in the error “The underlying connection was closed: The connection was closed unexpectedly.”  The vast majority of the records are published successfully without issue, but a handful receive this error daily.  These errors occur on multiple outbound integrations from FSM. They occur daily and always around the same time just after business hours.  However, almost every single time, the data is actually received at the target system but since the error gets thrown, FSM will send the same data again, sometimes duplicating the data in our ERP.  Any suggestions on what to look for either within FSM or the infrastructure would be appreciated.   

Hi  Experts,We have recently installed PSO 6.11.0.5 in one of our environments, however when we try to login using Administrator it opens the app with some numeric codes. How can we rectify this? Also, although we have removed all OIDC parameters, it is still redirecting to Azure page for authentication. Is there a way to stop this?

Hello , I have configure SSO for FSM desktop client. Its working for me only .For other users i am getting the error OIDC UI101 connect errors access_denied Can anyone please let me know what might be the issue error  Thanks

Below error we are getting in server log while running archive scheduled processes.and tasks are also not getting archived.Timestamp: 2023-06-13T14:23:57.8895333+00:00Message: Exception Message : Exception of type 'Metrix.Global.Exceptions.AbortSaveWithoutErrorException' was thrown.Source : Not AvailableTarget Site : Not AvailableHelp Link : Not AvailableInner exception message : Exception of type 'Metrix.Global.Exceptions.AbortSaveWithoutErrorException' was thrown.Inner exception source : Metrix.BusinessServerInner exception target site : ProcessArchiveRecordStack Trace : Inner exception stack trace:    at Metrix.BusinessServer.BusinessPolicies.SharedTablesComponent.ArchiveManager.ProcessArchiveRecord(DataRow RowToArchiveIn, BusObject TableMetaDataIn)   at Metrix.BusinessServer.BusinessPolicies.SharedTablesComponent.ArchiveManager.ArchiveRecords(String TableNameIn, DataRowCollection RowsToArchiveIn, BusObject TableMetaDataIn, DateTime ArchiveDateTimeIn, metrix_run_logRow MetrixRunLogI