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

How can we export & import reports to another environment? We created some reports by report designer that use db fields, how can we deploy that to cfg?

Hi All ,While creating RMA(Receive Only), I am trying to “Receiving part ” from the receiving screen I am facing this error..  “The following exceptions occurred when posting this receipt:  Rollback was performed on the transaction as GetTransaction/StartTransaction code block is missing a CommitTransaction/EndTransaction”

How can we use fields in a extension table in a client script of type “Mobile Only”.Ex: User have created a extension table to task and added several fields. If those fields are to be used in a client script, can those be directly used as if they are fields from the task table? What is the correct use from the following two?setControlValue("TASK","CUST_FIELD_1", ‘value_1’); setControlValue("TASK_EXT","CUST_FIELD_1", ‘value_1’);

Hi  can we update any field as NULL in XML BR through mass update Thanks in advance

Dear MembersCurrently IFS Cloud(22R2) Supports Proficiency on Resource Level and Not on Competency/SkillASO(6.9.0.12 ) does not support Proficiency on Resource Level of IFS Cloud, however it derives from Skill LevelBased on currently known integration and IFS features, we are not able to use Skill Level Proficiency in ASO and this limits the capability. As we are heavily working with Skill level and looking for how this can be enabled.Is there someone in community who is using the SkillLevel in ASO which is transferred via IFS/Integration or other suggestions how to achieve this.  Thanks in advanceBhanwar

Hi, We have a process which looks at Part Needs and via a function they are staged for an outbound XML Map to check the stock levels at a supplier.If the staging sets 100 part needs to be checked they will be processed using the part_need.sequence value in ascending order.Is there a control on the XML Map to use a different value to process the order?For example the Promise Date or to look at the related Task and use the Plan Start Date. Thanks in advance.AdyThis is on FSM5.7u11

Once you create a new quote for i.e. two additional contract lines, via the contract screen, quote tab, for an already existing contract id, it will create a new contract id with both contract lines. It won’t be added to the existing contract. The new quote will have a reference to the existing contract, but the quote_contract_lines will reserve a contract id number.Kevin Lobracco wasn’t sure either, if this is to be considered a bug or requires an enhancement.This capability is a requirement for an sales case I am working on.Looking forward second opinions regarding this topic.

We are currently using FSM 6 update 17 and have the IOS app version 6.10.7795. I am wondering if this is the latest version of the mobile app and if not, how do i get the latest version? I understand that you need to create a custom app and upload it to ABM, but where do I get the latest version of he IOS app from?

Hi experts , One  of our customer expert to have multiple select options to be available in dashboard  .For example like attached image our customer wants to select the underlined two options in one field Image 1 Can anyone please help me out to find a way to achieve this in multi selections .Is that possible to do with configurations or customizations ? Thanks and regards Shobana 

I see this processes tab in Role screen, I want to understand the logic behind it and how are we using it.Can we disable any Business Rule for a specific role?  

Hi All, What is the use of Attention text in PSO & How it works when i add the text? Where will it get displayed. Regards,Shiyaz

Hi All,Currently we are facing Bumping issue.. System should prioritize High Priority task in place of Low priority task. but its not working as expected in PSO. Example there is a P4 task assigned @12:00PM & we got new P3 task system should move the P4 task to back & it should assign the P3 in front but its not happening.Regards,Shiyaz

Hello, While testing the functionality of having shifts with the Manual Scheduling only option we noticed that an activity will only become allocated if we check the options Fix Resource and Fix Date and Time that appear on the Changes Panel that appear after dragging the activity to the position wanted. Does anyone know if this is the proper behavior of the system? Shouldn’t it be enough just drag and drop the activity without checking the two options?Thanks for your help.Kind Regards, Joana Machado  

Dear Community,Can you advise on how whether there is a limit on the number of competencies which should be configured per resource - so as not to impact performance in PSO?How many competencies do you typically assign to a resource?Thanks

Hi, I am trying to use Division/ Region based allocation in PSO and I have the following questions:I am creating the resource in the FSM via integration which is then automatically transferred to the PSO. Is it possible in this creation or transaction between FSM and PSO to automatically associate the Division to the resource?    Is it also possible in the Resource Planner to automatically or via integration add the resource to the correct Division without having to do it manually?    Thank you! Best regards,João Martins​​​     

Hi Does the reference period include days without shifts, ie if shifts run Mon to Fri, does the reference period cover Sat and Sun ? Thanks

Hello,In my project, we are creating tasks by integration, and then these in the PSO allocate to a team resource, where the task is associated with that team.I would like to know if the above is possible, if so how can I do it?Another question, is it possible, let's imagine an address field, like a region having a lookup that fetches all teams id, associating that team_id to that address, making all tasks that have that address, have that team_id, and when it is sent to the PSO allocate to a resource belonging to that team.If it is possible, how could it be done?Best Regards,Carlos Soares

Hello Does someone know which functionality the parameter display_time has? Thanks and BR Karina

Where do I have to create or add an address for a technician in the IFS Cloud so that it is displayed in PSO as the technician's home location?Currently, in PSO for all my technicians transferred from cloud to PSO, only the address of the company is displayed for each technician in PSO.Thanks for help!

Dear Team,Please let us know the purpose of Work status present in FSM Mobile App impact in PSO.We are having 4Work statuses i.e On Break, Off Break, On Shift, Off shift. As we are aware that On shift and off Shift are present in Legend and visible  in Resource gantt.Kindly let us know the usage of On break & Off break in PSO and visiblilty in resource gantt Regards,Ashish

 While creating scheduling resource type ,after saving it we get the following error{check the attachment}. How to connect address ID start and end in the map?   

While scheduling resource we need to make Scheduling Resource Type but when try to create , field like address ID we do not find anywhere to fill . Attached is the screenshot .  In which module we can find address ID end and start.

How can I get the address id populated in LOV here so that I can create a scheduling resource type 

while adding address under company , we add address ID but the map it show {screenshot attached } we are not able to use and if we don’t address ID start and end than cannot schedule resource type.{screenshot attached}

Hi Team, Is it possible to navigate from one screen to other screen in FSM? Actual requirement is that once we save  the custom screen, it should open the same screen again with new data to be filled. Regards,AJAY