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

Hi Experts.There is a requirement from the customer that they need to track all the changes in many tables such as person, skill, task, resource and etc and they expect to include all the fields in those tables in the fsm audit.Could you please advice me is there any limitation that we can provide so that it will not be a performance issue?Thanks,Heshala.

I was wondering if anyone could help. I want to explore the possibility of auto-stock replenishment. We have lots of warehouses with lots of items in Inventory and I would like the system to create a PR for any parts flagged to auto-replenish based on a minimum stock qty.For Example: Part A has a min stock qty of 5. Engr has 6 in inventory. he issues 2 to a job so system should create a PR to replace Qty 1.Thanks In Advance.

Since couple of weeks back, we are getting an error during PSO6 installations.According to the error the issue is related to VM Scale Sets and Command Script Extension.We are doing PSO Azure installation with interactive login. Have tried with PSO versions 6.8.0.23 and 6.9.0.18. Both give the same error. Have done many number of installation attempts without success. Error is not specific to Azure region or subscription as we have come across the issue in different installations.  VM has reported a failure when processing extension 'ifsauprodpsoap003vmssCSE'. Error message: "Command execution finished, but failed because it returned a non-zero exit code of: '1'. The command had an error output of: 't Ops File "C:\Program Files\Python37\lib\site-packages\thinc\backends\__init__.py", line 7, in <module> from .ops import Ops File "C:\Program Files\Python37\lib\site-packages\thinc\backends\ops.py", line 13, in <module> from ..util import ...' For more information, check the ins

In the attached doc , I do not found the parent organization where I can fill it so that it can populate here.

Hi All,In mobile Stock search screen, can we enable filtering of stock records using a different column other than part id. Can we customize the search functionality? Please provide the details if we can enable search with other columns. Thanks in advance,Lavanya.

Hi Experts,I have a customer using PSO where they use a batch job(scheduled job once a day) to commit tasks.In PSO when they do fixed commitment to a resource (if the tasks was planned to start at 3 pm by doing the fixed commitment it is fixed to start at 8 am and make task committed for the resource)This fixed commitment is done nearly 2-3 mins prior to the scheduled batch job for commit tasks.And the broadcast has happened 30 mins before (broadcast happens every hour)Then after the scheduled job it can be seen that tasks are committed but tasks for the fixed resource are overlapped.  I would like to know any clue on what can happen in hereyour expert help on this is highly appreciated.Thank you.

Hello everyone,We're working on a FSM+PSO solution where the creation/update of objects (task, person, place, etc.) is done through the FSM API and the customer need to adapt it's backend system to receive and process messages following the FSM API structure so we would like to know if it's possible to extract the schema and WSDL files from the MetrixIntegration Service of the FSM XML API.  Thank you,José Pereira

Current behaviorSchedule board screen settings (e.g., future days / past days) can be only saved once via ‘save screen settings.The user needs to change display fields, future / past days, etc. every time manually and can’t save multiple favorite screen settings.ImprovementFunctionality to save multiple (favorite) screen settings, like functionality for saved filters.Value added: Improvement of planning functionality, efficiency increaseAdditional topics:Change / adjustment of saved screen favorites should be possible Functionality to share favorites between users Access groups Created by and created dttm for favourites

How to send pdf report to foreign system via Integration (xml/Json) from FSM

Since RSS-feed is not working for FSM web-client, we thought about using the web-content to view a web-page.We’d like to view interal web-pages in this element.The issue seems to be that the web-client circumvents all routing and tries to fetch the content from the public web.A web-site hosted in our internal environment, and accessible from the users computer, is not accessible from the web-client running on the users computer.Checking with a public website confirms that the web-client does indeed use the public web for the web-content element.Is the web-client using a custom dns-service, or is it somehow circumventing all rules set on the users computer?This seems to be a discrepancy​​​​​ with the smart-client, as this fetches the web-sites from our internal environment ok. 

Hi All, Situation:I have an existing Serial Object in Inventory I have a customer order to sell the Serial Object with a Customer Warranty line (warranty came from a Customer Warranty Template The Serial Object is DeliveredQuestion:Should the warranty from the Customer Order Line not be connected to the Customer Warranty of the Serial Object?This does not happen at this point. So the Serial Object is sold with Customer Warranty on the CO line, but this does not appear on the Serial Object Customer Warranty.From the IFs help I get this:So does that mean the Customer Warranty is only copied from CO Line to Serial Object when the Object is created at Delivery? That does not make too much sense to me. The Serial Object could have been created before (demo machines for example), and sold later on but still have a warranty. Anyone have any feedback on this? Best RegardsRoel Timmermans

Hi All, Working in IFS cloud, I have opened a case and I want to Send a ‘Contact Note’ to multiple people.I click ‘Contact Note’ and a pop-up opens with a ‘To:’ field and a ‘CC:’ field. Each field contains a drop down listing all the contacts associated with the case. SO far so good. Now I want to have 2 people in the To: and 2 people in CC: but I can’t get this to work. The drop down only allows me to select 1 person. Using a semicolon after the first name doesn’t do the trick. Keeping down control or shift also doesn’t allow me to select multiple people from the drop down. What is the trick to add multiple people in ‘TO:’ or ‘CC:’??  Bonus question: how is ‘Contact Note’ different from ‘Send E-mail’? Both open a pop-up with a To: and a CC: window; so when do you use one or the other? What is the logic here? Best RegardsRoel Timmermans    

Hi, When creating a task using the API already provided by FSM and POSTMAN to invoke it, using the following URL “/MetrixIntegrationService/M5WebService.asmx/ProcessXML” to make the request, we send a tag with the authentication, with the credentials of a valid user like the following example: Our question is whether it is possible to send the xml without this authentication tag that has the password visible, we tried to use "Authorization" as the following example: but it returns the following error "XML authentication failed." Does anyone know if this is possible? Best regards

Hi All, In the FSM mobile app you have a ‘Important Information’ box. One of the messages is “You have x jobs overdue!” Where is this specific message managed? I would like to exclude tasks of a certain type in the count. 

HiI was trying to configure the cost categories inside the work task. I defined many but they don’t show up when I enter any expense. 

We are looking for a good way to measure equipment down time.  Currently we start the down time when the fault report is created.  We then mark the up time as when the work order is closed.  The issue we have with this is sometimes we can get the equipment running, so it is not down, but it is not completely fixed either.  We are waiting for parts to arrive to complete the fix.  We can’t close the work order if there are open PO items on it, so how can we capture that the machine is no longer down?

Hello,I am looking for a solution to synchronise the calendar entries from outlook in FSM and PSO.The main purpose is to store appointments that affect several technicians (for example, training courses) collectively in FSM and PSO. At the moment, I have to enter each appointment individually for each technician in FSM and PSO. ThanksregardsMarkus Kühnl 

Hi ExpertsI am asking this question related to customer concernHow can we retrieve file bytes inside CFSM Solution? Is there any direct FSM API to retrieve file bytes rather than calling ODATA rest service? Thanks and RegardsGayal 

Hi All, Is it possible to hide filter items (by script for example) on the default mobile Joblist screen?We want to show/hide some filters for different users.They only option I see, is that you can hide/show a filter per Mobile Design.  

Hi Experts This is raised regarding our customer concern Customer wants to Limit certain users from adding/decreasing labor lines (NPU) in FSM.I thought of achieving that by adding access groups for roles , Is that possible to do like that ? if that be done can you provide some guidance to achieve this please Else please suggest any other ways how to Limit certain users from adding/decreasing labor lines (NPU) in FSM. Thanks and Regards Shobana 

Hi Team, Can you please help me with how can we restricts the attributes/filed inside a page for a set of users.ThanksHimanshu

Hi Team,I am trying to run the PSO dataset initializing from Scheduling Manager screen in PSO but could see the below error:“The given URI must be absolute.  Parameter name: uri”Even the load job is not running and the rota data sync is not happening from FSM to PSO when I manually called the relevant MPM from the XML poster. The transaction is completed in XML Poster but no data in threesixty_ram_load_history table.Rota:<perform_send_rota_data_to_dse>  <parameters>    <dataset_id>FSM DEMO</dataset_id>  </parameters></perform_send_rota_data_to_dse>and Load Job:<perform_initialize_threesixty>  <parameters>    <dataset_id>FSM DEMO</dataset_id>  </parameters></perform_initialize_threesixty>I tried to update the webconfig file for the FSM-PSO integration as I am trying to do a initial dataset initialization after the FSM and PSO installation to fix the below error but did not helped me.Added below in webconfig- <end

Hi everybody, on a regular basis we get the following error from Azure. We have the following information: The Email from Azure:  and the warnings in the event data: Anyone have an idea what could be the issue?  Because we have also the problem that resources dont show up in the Resource Workspace even with a rota and schedule defined.As Information we are using FSM and PSO and used the integration guideline to connect both together. Thanks for your support! Best regards,Malte

Hi Experts,We have a customer requirement to filter lobby data using check box. The ability to select multiple SA4 in lobby. Can you please support us with the steps?

For example, need to add background coloring such as below when a Task_unit and its underlying steps are Completed.