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

New to PSO, I’d welcome some feedback on a burning question that I have. I apply my appointment template to a district, and it contains my slot usage rules. In this district, resources who work in the district have varying sizes of working area. Is the slot usage calculation, and capacity consumption derived from all the resources within the district, OR only from the resources who can attend the appointment request because their working area allows it. 

Hi IFS Community Team,I am looking to be able to GET a Resource’s status (i.e., whether they are considered logged on or off by the DSE) via the PSO RESTful gateway.I have looked at the Swagger docs, interface guide, scheduling schema, administration guide etc and it doesn’t appear that this is possible.Please can a member of the team advise whether this is possible? Or if I have missed something?Thanks in advanceBen

Hi everyone,When we assign unplanned activities to a person using the mass change function, the activities sometimes jump back to the unplanned area. In some cases, a portion of the activities remains assigned to the resource, while others do not.We also noticed that the resource preference is set to 1, and despite that, the change often takes a long time to process – only to result in no visible update.We checked the travel times but they are okay. Hope someone can help!

Hello Expert, I am new to IFS PSO, and I was going through the functional guide “Scheduling Concept - Introduction”.As per my understanding, that we can set Schedule quality in IFS PSO System. My question is, where can i maintain the value for the schedule quality? Is there is any specific parameters for schedule quality?   Regards,Bharathraj

We’re working with a client who wants to implement the Service Management module in IFS Cloud, but wants to use it in combination with the Service Module Work Orders. When we have a released Service Request with linked released Work Tasks, is there any way of converting the Work Task into a Work Order, or, as an alternative creating a Work Order and then linking it back to a Request in Service Management.We can create Requests in Service Management and Service/Work Requests in Service there appear to be links between them.Is it a case of we’re going to need to chose between one or the other or is there some way of being able to link the two together?

Hi IFS Community,I'm encountering an issue while attempting to integrate with the PSO.The following error is returned:I’ve confirmed that the service account is configured, but the system still cannot resolve the hostname. Has anyone faced a similar issue with DNS resolution or OpenID parameters during PSO integration?Any guidance would be greatly appreciated.

Hello Experts, I am new to IFS Cloud. I have question on service catalog. Is it possible to create multi level (hierarchial ) service catalog in IFS Cloud? If yes how to create it. Based on my understanding service catalog one level is possible, but not sure about multi level  Eg:My catalog structure looks like this 1.Installation      1.1 New installtion       1.2 upgrade of services (additional installation) 2. Preventive services      2.1 Regular Maintenance      2.2 Customer requests maintenance  Etc.. Note: we are using 24R2 IFS cloud version. Regards,Bharathraj 

I’m getting the following information message when I enter the dispatch console:   We have an active dataset. there are no available active datasets in the user settings of the dispatch console. Is this a permissions issue?  Dispatch console works in other environments.  Or am I missing something in the setup? Thanks,Ed 

We are trying to trigger a recurring service program twice per month.  The best we can come up with is have a daily trigger that triggers every 16 days.  If we had a weekly trigger that triggers every 2 weeks, some months will get 3 recurring service programs, which is not what we want.  

I have created a custom SLA screen in Ui designer similar to the "Setting Up Priority" screen. While the file uploads successfully, the uploaded file does not appear in the popup on the same screen, unlike the original screen where the uploaded file is immediately visible. Could you please suggest how we can fix this issue?

Hi there,I'm trying to create an XML Business Rule in which I basically want to validate whether a user has a specific role in their set of roles and, if so, an error type message translation is run. Does anyone know if it's possible to write an XML code to run an already defined message translation or, alternatively, how to write an XML code to perform an error message?

We are implementing MWM 8.2 and adding over Appointment slots at over 40 service centers with anywhere from 1 to 5 time slots. To my knowledge this is a manual effort, but wanted to ask the group if there was an easy button? 

I have previously posted a question on this but had no response.  I need to record the serial number of a part when necessary. This requires a data transaction to 2 tables. This is my code. It doesn’t error but it also doesn’t record anything. Any advice at all would be appreciated if (initialValuesHaveChanged()){      var taskTrans = generateDataTransaction("part_usage", "INSERT","");      taskTrans = addToDataTransaction(taskTrans, "task_id", taskId);      taskTrans = addToDataTransaction(taskTrans, "part_id", partId);      taskTrans = addToDataTransaction(taskTrans, "part_line_code", line_code);      taskTrans = addToDataTransaction(taskTrans, "line_code_type", line_type);      taskTrans = addToDataTransaction(taskTrans, "quantity", quantity);             var taskTrans2 = generateDataTransaction("part_usage_serial", "INSERT","");      taskTrans2 = addToDataTransaction(taskTrans, "serial_id", serial);            saveDataTransaction(taskTrans, "Save Part Used Entry");      saveDataTra

Hello, We are currently having this issue in PSO. We created several regions and connected for the beginning three resources to the regions. However, they are shown as duplicates on the gantt. In this case, resources 457, 464 and 494 are shown above, as if they wouldn’t belong to any regions and also under the current region. We deleted the resources, created them again, as usually, but nothing worked until now. Do you have any ideas here? Thank you,Iulia

HI Team, I am receiving below error while opening the screen in web client it was worked 2 days  back now getting error  and no new N:N relation ship added only removed add column in screen other than no changes .Can you please help me on this.  Thanks,Durga

We are using Apps 10 and PSO 6.11.We have a scheduling scenario that we cannot seem to get to work the way we want in PSO.  We have many locations that we service that have many pieces of equipment.  For example, one site we have, which is not uncommon has 15 pieces of equipment which we service. The customer and our company want all the work for all this equipment scheduled consecutively across a single week.  We have a single work order.  Each piece of equipment has it’s own work task per service being performed.  In this example, each piece will have 3 work tasks, making a total of 45 work tasks.These were all generated from multiple PM Actions, and using a Group Rule, when generated, they all combined into a single work order.  We had dependencies setup where two of the tasks per equipment are dependent on the third task, set to be “All or Nothing”, “Same Resource”, and Max Delay of 360 minutes.These dependency settings get PSO to always schedule the 3 tasks together properly, but

Hi,How can we use the 'View on Map' functionality in the Dispatch Console?I tried adding an address to the Work Task, but it doesn't appear on the map or show any results when using 'View on Map'. 

Hi IFS Community team,I am supporting a managed service-esque company with an IFS PSO Implementation that has now gone live. As part of this, we would like the event definitions for each of the event IDs for management as part of their managed services processes.In another case, this was handled by the MessageTexts.xml file for PSO v6.12. Please could someone kindly provide this file for both PSO v6.14 and v6.15?This will be a huge help.Thanks in advance,Ben

Hello,We are encountering an issue in IFS FSM (FSM Release 6 Update 25 Build 8597) when attempting to correct a SWAP process in the FSM browser. The scenario is as follows:We create a Request Type SWAP and a task. We add a Part Need (serialized), which is shipped to the technician, and then plan the task. The technician receives and uses the shipped product in FSM Mobile, completing the SWAP. This action appears under Part Usage and creates a Part Disposition. If done correctly in Mobile, the SWAP is closed. However, if done incorrectly (e.g., the product was not correctly added under Part Usage), we need to correct this in FSM Browser.To correct the issue in FSM Browser, we follow these steps:Add a Part Usage entry with: Line Code: Install Part Quantity: 1 Part ID + Place ID + Location The Part ID + Location is the technician. We then need to select the serial number of the product.The Problem:In FSM Browser, we cannot select a serial number and receive the error: "The number of s

Hi All, I installed IFS PSO (v6.14) as a standard installation.Created a self-signed certificate from IIS and configured IIS and PSO is working with the certificate. Then the certificate was added to IFS Cloud(24R2) through ‘ifscloud-values’ file as explained it a KBA. Any Idea on this ?    ERROR - 1Validating IFS Cloud callback URL failed. Error message was: PlsqlapServer.ERRINV: ExecutionException from Sender threadCaused by: ifs.fnd.connect.senders.ConnectSender$TemporaryFailureException: Exception while sending dataCaused by: javax.net.ssl.SSLHandshakeException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested targetCaused by: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderExceptio. If this is an external URL which can be accessed only from IFS Optimization server, it cannot be validated using the configuration assistant.

A key user from Germany has thought of an idea to book orders directly in PSO for a specific time period. This idea would be beneficial to all of the other users around the world when they are interacting with the PSO System. For example, the order should be for a technician between 8 am and 8 pm and should still be optimised. For this we would like to set a comment, which should be transmitted to our CRM.The benefit is that we can schedule directly in PSO and do not have to jump to CMR. 

Hi experts,Is there any way I could get early access to UPD32 release notes or at least some documentation which includes the bug fixes / enhancements that will be rolled out with UPD32?Thanks :)

From my understanding, the current behavior in IFS does not allow the automatic assignment of resources whose skill level is lower than the one defined in the task template.Example Scenario:Available resources: 5 excavator operators with level 5 3 excavator operators with level 4 Planned activities: 6 tasks requiring level 5 2 tasks requiring level 4 In this case, one of the level 5 tasks remains unassigned, even though there are 3 level 4 operators available who could potentially carry it out. The point of view of my customer is to reduce unassigned tasks due to competence constraints, while improving the flexibility and efficiency of the planning performed by the PSO. Questions:Is there a way in IFS (or PSO) to configure a parameter that defines how many skill levels below the required one a resource can be and still be considered eligible for assignment? Default: 0 (no tolerance – current behavior) Configurable: For example, setting the parameter to 1 would allow assigning lev

Hi Experts, I do have a scenario as following. Client wants to invoice the contract annually but generate the service requests monthly, can we use the same contract in FSM to achieve this ?How can we invoice the contract annually and how can we generate requests monthly based on the same contract?Thank you.

We have created a Work Task for a Service Request and have assigned it to a Resource Group:and have linked a person as a resource to the resource group:but can find no way to assign the Request Work Task to the individual person:Can anyone provide guidance on how this can be done, or confirm what Basic Data Setup would be required (and has possibly been missed) to allow this to be completed