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

2570 Topics

jbernardoHero (Partner)

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

(FSM BR)Expression to put date based off created date

I am looking to create a value business rule that populates a day that is 30 days after the created_dttm in FSM. i looked at the cheatsheet but was unable to figure out what expression is required. I tried to do DATEADD but that didn’t work.New to using expressions so any help is appreciatedthanks!

3 years ago

AsterixSidekick

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

How to automate the process of assiging a technician for a repair task on the basis of his skills and time availability.

Requirement is assigning technician for a task in FSM on the basis of match between his skill and product skill and availability of technician. Process has to be automated. As soon as task gets generated , technician supposed to be assigned. We don't have PSO. Process needs to be achieved from repair board, or within FSM

3 years ago

BertelLundgaardDo Gooder (Customer)

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

FSM: How do i set default values in screen TIMESEARCH

In FSM TIMESEARCH screen, I would like to set a default value of the logged in user to the search field NON_PART_USAGE.MANAGER_PERSON_ID. I have created a client script to do the job thats uses the SetControlValue function, but the value is not set on the screen. The SetControlValue always returns ‘False’ Here is the script used:var MgrPersonID = getControlValue('NON_PART_USAGE','MANAGER_PERSON_ID');returnvalue=true;if (MgrPersonID == '') { MgrPersonID = getUserInfo('PersonID'); alert('Set person id to default ' + MgrPersonID); } var returnvalue = setControlValue('NON_PART_USAGE','MANAGER_PERSON_ID',MgrPersonID);alert(returnvalue);

3 years ago

graeme86Do Gooder (Customer)

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

FSM 5.7: Custom table and Message Translation

I have Create a Custom Table that will be receiving data from an External System.in the Table has 3 columns (task_id, field, Value) for the field it will have a value like “Person_Email” This table will be added to the task Screen as a new tab as a list viewI don’t want to display the column “field” but would like to display a description instead “Person Email”. I was hoping that i could use the message translation to manage this as there maybe a future requirement to have these discriptions displayed in the users languge instead of one fixed value. If the message translation is not the right place then i dont mind creating another table to manage the Field Value, language and Description as long as i can display the Description as a field.Does anyone have a suggestion on how this might be possible? Thanks, Graeme

3 years ago

jbernardoHero (Partner)

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

Post & Print batch shipments

in FSM,Does anyone have a process in place to post multiple shipments at once?We have a quarterly program where we ship out over 700 orders or maintenance kits to our customers. Right now we have to post and print each shipment 1 by 1. its tedious. We talked about running a perform batch shipment XML but it froze up the system. open to any suggestions people may have on this.

3 years ago

jbernardoHero (Partner)

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

[ FSM Mobile] Hiding line codes in time repotting

on FSM 5.7 it shows all the users entered line codes. however only some of them apply to labour while the others do not. What would be the best way to hide specific ones from the mobile time reporting screen

3 years ago

graeme86Do Gooder (Customer)

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

FSM Code Table "WHOS_PLACE"

Hi I am setting up a new Whose Place was wondering if anyone can tell me the significance of the Field “Type” and what the posible values are. Thanks, Graeme

3 years ago

PinmayaKSidekick (Partner)

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

FSM-Quotes Mail Merge

Dear Group,Anyone having document for how to configure mail merge word document to mail.Quotes screen mail merger configuration document or any tips for configuration.Thanks,Pinmaya

3 years ago

jbernardoHero (Partner)

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

FSM - Change Product on Completed Request

Is is possible to switch the product on a request / Task after it is completed (with part usage, non part usage done)? When we attempt to do so, we cant remove the old product from the request. The error states that it cannot be moved since it is tied to part need, usage & NPU. The way around is it we update all those values with the new request unit ID via SQL DB Query. Is there a more user appropriate way for people to do this day to day vs manipulating the database -

3 years ago

saras360Do Gooder

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

SSRS report not running from FSM web client

Hi Guys,I have one issue, when I m trying to run the report from FSM web client, it is not working. But it is working perfectly fine from FSM smart client installed in the server.Error attached. Please suggest.

3 years ago

AsterixSidekick

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

Customer Portal Access query

In FSM application, is it possible to see the status of some service request or repair request as a customer without having FSM license? Is the following portal is relevent do that activity?https://www.ifs.com/ar/solutions/service-management/customer-self-service/ Please advise.

3 years ago

saras360Do Gooder

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

How to configure FSM and SSRS reporting

Hi Guys,Anybody know how to configure FSM and SSRS so that I can run SSRS report in FSM tool. Regards,Saras

3 years ago

jbernardoHero (Partner)

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

FSM/PSO Aging Factor - How does it work

We are trying to use the aging factoryin our version of PSO but between us and our implementation team, we are unsure if it is performing the way it should.we believe that if an SLA is missed, it should become more valuable from a points perspective.Could someone please outline exactly what is supposed to do and how it is supposed to work?Thanks in advance.

3 years ago

jbernardoHero (Partner)

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

Is there a currency conversion process in FSM?

All of our prices are in CAD since we are Canadian company. If we have to bill a customer who’s bill to is listed as USD, then the pricing rules will not take effect due to the pricing rules listing only CAD. If we put the converted rate as USD, that will quickly go out of date with how quickly rates change.My question is: Does FSM have a way to convert it based on current exchange rate? or must it be set by whichever price is in the pricing rule?

3 years ago

jbernardoHero (Partner)

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

Stock Count Module on Mobile

On FSM Mobile there is the “Stock Count” option on the menu.when opening it, it is a blank screen that will display a stock countwe know that the stock count is created and set up on the FSM Desktop client. What requirements are needed for the stock count to show up on that users mobile device?Once it shows up will they be able to perform the stock on their mobile device?

3 years ago

jbernardoHero (Partner)

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

FSM Mobile - Attachments downloading to other users

We are having some users experience an issue where FSM is syncing photos from other users to their phone.One case had a user receive over 300 photos. There are no connections to either of these technicians from a person record or task (which is where the attachments are attached to)this has happened to 3 users, that we know of. Has this type of error been reported before?

3 years ago

AdrianEgleyHero (Customer)

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

FSM - Item Styles Colour Code on List Views

Item Style Knowledge Article Hi, Looking through the above knowledge articles and came across this one. This is something we have been looking at, and I thought I would create this topic to see if this is possible. Is it possible to get Item Styles into a list view on a custom screen? I wanted to do something simple like make a Request Priority 1 stand out. We can do this and it displays ok on the request screen. However when we look at the same request on a custom list view the Priority value appears with no styling. The custom screen is based of the primary table Table with a child relationship to Task, then an item path to a view of the Request table. We have tried to apply the Item Style ID against the field in the properties, but that doesn’t appear to work either. Cheers Ady

3 years ago

AsterixSidekick

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

Info required on FSM business rule & Regex

Is there any embedded business rule, that calculates the Line Item price & adjustment price in quote? If yes what is it? What could be the possible regular expression for validating a currency field along with initial character as “€”. Required help.

3 years ago

ipsen413Do Gooder (Customer)

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

FSM Perform DataRow Not Working

I’ve been trying to manually trigger the <perform_send_notification> perform method via XML but the data record doesn’t attach itself to the message. Here is the XML I’m running: <perform_send_notification> <parameters> <dataRow> <request> <request_id>1234567</request_id> <request> </dataRow> <distr_list_id>PART_ORDERS</distr_list_id> <message_name>ICN</message_name> </parameters> </perform_send_notification> I run this in the XML Poster and the email is sent, but it’s missing the Request information that I’m trying to pass to it. I’ve also tried substituting a hierarchy_select statement within the dataRow parameter, but that also didn’t work correctly. Can anyone provide some guidance on the proper syntax to fill into the dataRow parameter in order to connect the data to the message?

3 years ago

graeme86Do Gooder (Customer)

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

FSM 5.7.6 FSM Connect working with Attachments

I was wondering if someone could give me some information on how a inbound integration should be formated to handle attachments. I would like to send a Image file from another system and attach it to the task. Thanks, Graeme

3 years ago

AsterixSidekick

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

FSM Customer portal accessibility issue

Required help on how to create customer profile in FSM, what are the mandetory parameters need to be defined in person level and how customer use the cutomer portal to access the application?Is it possible to create Service Request or to check status of request or personal information , even if not being a licensed user of application? Need help.

3 years ago

AsterixSidekick

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

FSM Report Print issue

Unable to see the downloaded PDF report/Service inquiry form after I click on the “Print” button in any page. In request page, if I click Print, getting the following error.System.IO.FileNotFoundException: Report file REQUESTS.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) But, corresponding *.rdlc files are there in installed path location. (…….\Application Server\ServerInstallContent\ClientReports\BaselineReports)Earlier issue was not there. Please advise.

3 years ago

jbernardoHero (Partner)

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

FSM Alert Business Rule - More than 1 alert

Hello, Currently we have an alert set for when a part need is entered, the alert will display the part alternatives for that original part.However, if there are 3 part alternatives, it will only show 1 Below is the business rule, how can i modify it in order to perform this?

3 years ago

jbernardoHero (Partner)

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

PSO / FSM - Assign Based on Work Status

In FSM, mobile users have an "On shift" & "Off shift" option. This is located under PERSON.WORK_STATUS.Is it possible to have PSO schedule a tech only when they're ON SHIFT and when they are OFF SHIFT it does not consider them for work?Thanks in advance,

3 years ago

ADNANSidekick

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

My OwnTheme

Hello there. I want to create a new theme for myself. The solutions I saw before did not work. I would like the simplest explanation to add a new theme. Question 2 What is FSM?What is PATH_TO_CUSTOM_THEMES ?What is GlobalThemeXaml I would like a screen shot to explain.Thank you so much.I could not understand the examples below.I want a simpler and simpler narration. https://community.ifs.com/service-fsm-touch-apps-document-management-mwo-mro-pso-43/easy-way-to-customize-ifs-fsm-theme-as-per-customer-branding-2829 https://community.ifs.com/service-fsm-touch-apps-document-management-mwo-mro-pso-43/custom-theme-3146

3 years ago

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

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