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

This will include questions related to FSM and PSO.

  • 2,550 Topics
  • 6,722 Replies

2550 Topics

A
Do Gooder (Partner)
AXCPRAVEWDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM / PSO Appointment Booking Request

Hello, We have a requirement for Appointment booking and I wanted to check if PSO would support this behavior or has anyone had a similar experience. Let’s say we have 100 Dealer Centers across the country which has their own In-house tech teams. A customer calls in and request to go to the nearest dealer center to get his service done. (There are no travel times for technicians, the customer is the one who would travel to the nearest dealer center to get a service) When a customer calls, he wanted to know which Dealer center has free times for him to make an appointment. Appointments window in FSM should showGrouped by Distance from Customer Location by Dealer Centre by Available booking slots. This requirement is different from our standard PSO Appointment booking process and We wanted to know if PSO still can be used to cater this. Appreciate your thoughts. Cheers!Praveen

6
P
Hero (Employee)
1 year ago
A
Do Gooder (Partner)
AbdelmajidDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

INTEGRATION : Problem with command perform_process_itable

Hi,I have a problem when posting the following command in XML Poster (to read column mi_xml in  i_xml_to_m5 table to perform inbound integration) ,   an error telling that object “i_xml “ is unknown. <perform_process_itable>  <parameters>    <table_name>i_xml_to_m5</table_name>    <mi_sequence>123</mi_sequence>  </parameters></perform_process_itable> Result : <perform_process_itable_result>  <result type="Exception">    <error>      <application_error>        <severity>ERROR</severity>        <message>Objet métier « i_xml » non reconnu. Contactez votre administrateur système pour obtenir de l'aide.</message>      </application_error>    </error>  </result></perform_process_itable_result> Could you help ? Thanks,Best Regards,Abdelmajid

6
Shneor Cheshin
Superhero (Employee)
2 years ago
J
Do Gooder (Partner)
joana.m.machadoDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Appointment

Hi Community,  We are exploring the Appointment Booking functionality and we understood that we can configure App Templates as blocking or non blocking.  If the App template is blocking, it will block the provided slots until the external system confirm one available slot or reject the app slots request. This will also reduce the overbooking scenario.  If the App template is non blocking, it will not block the provided slots until the external system confirm one available slot and it is not required the rejection call to release the slots. However, this will increase the overbooking scenario or the repeat calls to get slots since the system could reply saying that the slot is no longer available.  Could you please confirm our understanding? And please share with us if you got any pain point regarding the usability of this configuration?    Thank you, Best Regards, Joana Machado

6
M
Superhero (Employee)
2 years ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Sending Report

Hi all, we aim to send report of finished tasks done to each technician weekly, so we want to create scheduled process for that.I have created a client report, set up the notification message for it, and setup distribution list for it.When I tried to run the MPM, the subtitution map I set doesn’t work. <perform_send_notification>  <parameters>    <distr_list_id>C_TIMESHEET_TASK</distr_list_id>    <message_name>C_TIMESHEET_TASK</message_name>  </parameters></perform_send_notification> The query for report dataset:          SELECT            person_id,            DATE, ID, TYPE, place_id_cust, access_group, TRAVEL_START_DATE, START_DATE, START_TIME, END_DATE, END_TIME, DURATION, BREAK_DURATION            FROM     C_TIMESHEET_TASK_VIEW            WHERE person_id = @PersonId  Setup of notificaiton message:I have tried to substitute the person_id using these options:   Parent Tab Name = TASK_EVENT » Select Tab Name = C_TASK_PERSON_VIEW » and

6
H
Hero (Employee)
1 year ago
R
Do Gooder
Razan HamedehDo Gooder
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM: Users logged in log

How to get all the users (Persons) login activity in FSM? (Ex. Log in time, log out time, changes made by the person...)

6
Charith Fernando
Hero (Employee)
2 years ago
E
Sidekick (Customer)
etmshiySidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Multiple Email id & Multiple Contact number

HI All, Is there any possiblity to add multiple email id & multiple contact number in person screen. it will be helpful to receive notification to multiple person for single task which is much important. Regards,Shiyaz 

6
Lee Pinchbeck
Ultimate Hero
2 years ago
L
Sidekick (Customer)
lisa.gilesABSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS Error: Cross Thread Violation

 Hi, a user has reported receiving the following message, does anyone know what this refers? I am struggling to understand the cause of the error. 

6
Link
Superhero (Customer)
1 day ago
J
Do Gooder (Customer)
J4CKODo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

U16 Upgrade failing

Trying to install IFS 6 U 16 to our Deve environment, get the same issue locally on my own PC as well. Have set up Powershell 7.2 and .Net Framework is correct at 4.8 as well but am getting “Invoke-SqlCmd’ is not recognised as the name of cmdlet etc.What am I doing wrong ? Also on all these updates, when running it, why do I get a message that says “Start: The System cannot find the file specified” when I select Deploy FSM Components on-premise, it appears three times and I hit ok, doesnt fill me with confidence.  

6
J
Do Gooder (Customer)
2 years ago
D
Do Gooder (Partner)
DimitrisKDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

ORA-06550 problem, can anyone help?

Hello everyone! Me and my team are trying to create an FSM developer environment. Firstly I initiate the Oracle database installation process through the setup.exe file provided by IFS and the GUI is running normally at first. When asked, after some steps, to enter the credentials provided to us to create the DB, ba powershell windows appears beginning the installation. After some run time, I get the ORA-06550 error. I have attached a log file with this post, as taken from windows powershell, any help would be greatly, greatly appreciated! Thank you!Dimitris

6
R
Do Gooder (Partner)
1 year ago
JitheshP
Sidekick (Partner)
JitheshPSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6.15 Upgrade Errors

Hi Team, We are unable to complete upgrade for FSM 6.15 from 6.6 version.Please advise how to proceed with the installation. Error occurred while generating custom index script!Exception Type: System.Management.Automation.CommandNotFoundExceptionException Message: The term 'sqlcmd' is not recognized as the name of a cmdlet, function, script file, or operable program. Check the spelling of the name, or if a path was included, verify that the path is correct and try again.Check upgradeStatus.log or recreateCustomIndexes.log for more details. Regards,Jithesh

6
JitheshP
Sidekick (Partner)
2 years ago
T
Sidekick
TatKhandMSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

what are the settings to be configured for the fsm person to login PSO Application through FSM schedule workbench

what are the settings to be configured for the fsm person to login to PSO Application by clicking FSM schedule workbench?I have selected the person as - PSO System user and i have assigned the default WFM ADMIN Role. But still the person is not able to login to pso application when i click the Schedule Workbench from the FSM Web Client.?In case i need to create a new role what are the mandatory role settings need to be configured to access the PSO Application through FSM Schedule Workbench?  

6
Phil Lamerton
Superhero (Employee)
2 years ago
A
Do Gooder (Customer)
AngeloPavDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Notification messages and substitution variables not working

In FSM6u10, I have created a notification message for Projects. For the most part the notification forms correctly, however some fields do not seem to pull in a value.The values below do not populate where other fields from the Project table do.  project.user_def1project.user_def2project.created_by  Below is an extract from the message, but have added a column on the right with the table.field used.  SCA_ID 154 project.project_id  Place_ID ZZ PLACE ONE project.place_id Description test project.project_title SCA_Status OPEN project.proj_status SCA_Approval_Status REJECTED project.approval_status Activity   project.user_def1 SCA_Start_Date 26 November 2021 00:25 project.user_def_dttm1 SCA_End_Date 26 November 2021 01:50 project.user_def_dttm2 Permitted_Access   project.user_def2 Created_By   project.created_by SCA_Owner APAVLOU

6
M
Sidekick (Customer)
2 years ago
Kalana Surendra
Hero (Employee)
Kalana SurendraHero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Application windows are missing in the Default organization which are, Applications, Connections, System Diagram, Managed Organization.

The issue is there for the administrator of the default organization. I have tried log into the application from the administrator user and add the relevant views for the missing windows under the permissions from Administrator > Organization > Users > Permissions. But the relevant views were not available under the permissions. Could you please let me know how the screen permissions can be granted in a similar instance where the views are not available for the administrator for the default organization. 

6
J
Do Gooder (Customer)
1 year ago
A
Sidekick (Partner)
AWLFSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

UI Designer- Add a lobby tab

Good day,I want to add a custom lobby in a tab in the “Request” screen.I got this idea seeing the “product” screen, but I did not found the possibility to add it, cause i can only add “list view, item panel,tab control”.Thanks in advance 4 your suggestions 

6
Saranga Amaraweera
Superhero
1 year ago
R
Sidekick
RamyaSidekick
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Disposition code RMA

Hi,Other than admin role credentials In Part disposition screen, disposition record with disposition code RMA is not visible but disposition code RTS related records are displayed . Is it required to add any function? Please suggest how to display disposition data with disposition code RMA in part disposition screen.Regards,Ramya 

6
R
Sidekick
1 year ago
P
Do Gooder (Partner)
premDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile Application Login Issue

Hi,I have installed Mobile Application on my office laptop after doing all the required system related prerequisites changes  like certificate installation, Enabling Developer Mode in system settings etc.I am able to install Mobile application successfully. But while logging into mobile application I am getting below error.Error: A116: Invalid User Name/Password pair. Please try again.I have already checked the Person records prerequisites setting. all the required fields for Person like Employee, Mobile Users, Person to Place relations , Password Expire, Active etc. looks fine. But, still not able to login.Please help me out resolving the Mobile application login issue.Regards,Prem

6
H
Hero (Employee)
1 year ago
R
Superhero (Employee)
Roel van ZwietenSuperhero (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Colouring of tasks based on task type in Schedule Board

I want to change the colouring of tasks in the Schedule Board based on the Task Type. I have set this up in the Color Settings screen, and this is working as expected in the Smart Client. I don’t see the same thing in the Web Client though.Is there a separate setup for this for the web client, or is this not possible? I am using FSM 6.12. Color Settings Setup Smart ClientWeb client 

6
7
Sidekick (Partner)
2 years ago
S
Sidekick (Customer)
ssaboSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM6 Code Table addition

FSM 6 code table menuFSM 5.7.7 code table menuIs it possible to add code tables in fsm6?

6
Jon Reid
Hero (Employee)
1 year ago
JuniSihombing
Hero (Customer)
JuniSihombingHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Why ADMIN role can be overridden by other role?

Hi.we experienced that ADMIN role can be overridden by other role which is Exaample:person 007 has roles ADMIN and DISPATCHER.Role DISPATCHER has setup like this: Having that setup for DISPATCHER role, the ADMIN role is overridden.  Person 007 cannot modify any other person anymore. Does anybody know whether it is a correct behavior that ADMIN role can be overridden by other role which has Admin menu as READ-ONLY?Can you explain why it is setup like that? Look forward to your feedback.~Juni

6
JuniSihombing
Hero (Customer)
2 years ago
S
Do Gooder (Customer)
sinybDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Navigation in lobbies

Hi,We are using FSM6U13.In the lobby I have created, I have several elements which is displayed as lists, with navigiation on the request_id, to open the request when clicking on the request_id. The users do now want to display this as a counter instead of a list. As far as I can see, it is only posisble to manually create a new search when navigating through the counter element. Is there anyway to use the datasource when navigating from the element to the request screen?

6
S
Do Gooder (Customer)
2 years ago
A
Do Gooder (Customer)
AngeloPavDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM6u16 Reports issues, potentially after MS Server updates

Hi there are there any known issues with regards to MS Server updates impacting the Reporting function of FSM6u16? In our Dev environment running Reports and using the Print button worked fine Our servers were patched over the weekend and on Monday running a report or click the Print button returns an error implying that the Reports Path is incorrect.. As I said it was working one day and not the next with the only obvious change being that the server received some updates over the weekend.System.IO.FileNotFoundException: Report file FMS_GTS_0001_Requests_v1_3.rdlc not found.  Check CLIENT_REPORTS_PATH setting.   at Metrix.UI.ClientReport.RdlcReportHelper.OpenReportFile(String reportName)   at Metrix.UI.ClientReport.RdlcReportHelper..ctor(String reportName, String reportRefName, Boolean isSubReport, Dictionary`2 reportQueries)   at Metrix.UI.Util.RunReportingService(String reportNameWithParameters, String outputFileType)

6
Ann Degroat
Hero (Employee)
1 year ago
A
Sidekick (Partner)
ABTIWARYSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM 6 Update 14 Installation Error

IFS internal  Installation / SQL Server DB.Getting below error during DB installation and failed. Any idea/advise?

6
Ruchira Jayasinghe
Hero (Employee)
2 years ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Survey Forms : Label Fields

Hi Team,Is there any mechanism (or Customization) to show a Statement / Label without the Continue button on FSM Mobile.

6
C
Hero (Partner)
2 years ago
T
Sidekick (Partner)
TatRajatMSidekick (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to populate some selected global code values in a drop down fields in web client

Dear All, I need to populate some specific selected global code values in a drop down fields in web client.  Lets say in Global code I have code values likeCode_Value1,Code_Value2,Code_Value3,Code_Value4 Some time I need to display  Code_Value1, Code_Value2  and some time Code_Value2, Code_Value3,Code_Value4.  Can anybody help me on this to achieve the same. In Mobile there is a populatelistQuery  function . Same Functionality we need to achieve in Web client.  Thanks & RegardsRajat

6
JuniSihombing
Hero (Customer)
1 year ago
H
Sidekick (Customer)
hmccabeSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

What is the default address on work orders?

When a work order is created, what is the default address assigned to it? Does the address come from the object or the customer?I know you can assign addresses from the customer or object to a work order but just wanted to know what the default is. Thanks! 

6
SanjeewaJ
Superhero (Employee)
2 years ago

Badges

Show all badges
Terms & ConditionsCookie settings