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

This will include questions related to FSM and PSO.

  • 2,571 Topics
  • 6,770 Replies

2571 Topics

M
Sidekick (Customer)
mkuehnlSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Bundling service reports with one sign

If you have to do several tasks for one customer, it would be nice if you only had to ask for one signature from the customer at the end, so that all service reports are signed. For example, a signature on the last service report and this is transferred to all service requests that were generated for a customer on this day. Thanks Markus Kühnl

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M
Sidekick (Customer)
1 year ago
E
Do Gooder (Customer)
ERCZYADSAHDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

"Can we decide in WFM-IFS between Time-to-site and Time-to-resolve for defining SLA?

Can we decide in WFM-IFS between Time-to-site and Time-to-resolve for defining SLA? per Customer? per WOType?

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E
Do Gooder (Customer)
1 year ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM : Billing : Voucher to Invoice

Hi Team,The “Post to Invoice” button on the Voucher is by default generating invoice with grouping according to place & resulting in Single Invoice for multiple Vouchers.After investigation, we identified & updated the client script for considering the INVOICE RUN ID in the Billing Consolidation Rule, which resulted in multiple invoices aligning to multiple vouchers, but was generating for all the Vouchers under the Voucher Run ID. Whereas the expectation was that it would generate only for current INVOICE.to address the same issuewe tried to use the VOUCHER Status, set the VOUCHER status to HOLD & it would be considered for INVOICE : Didn’t work Tried using the Consolidation Rule to have a status filter getting the below error Any suggestions or pointers will be greatly appreciated

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C
Hero (Partner)
1 year ago
D
Sidekick (Customer)
dmooreSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Update Contact Details on Work Orders -

Good Morning All,I am aware that the Customer Contact Name which appears on the Work Order (CO Info Tab) is extracted from the Functional Object (Address Set Up).The issue we are experiencing is that when the contact details are updated on the Functional Object the Contacts entered on existing work orders has to be manually updated.  For example a large volume of Maintenance Work Orders are created at the start of a contract period. During this contract period the site contact within the Functional Object may need updating. Is there a way a functional Object update can automatically update existing work orders? Many thanks for you help.RegardsDave  

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

Client Report Has Error: Data retrieval failed for subreport

Hi,we have a custom service report sent to customer once a technician (via mobile) set a task to completed.In the design, the custom service report has a subreport in it.  For 1 technician, the generated report attached in the email has error saying “data retrieval failed for the subreport..”.This technician also has access to webclient.When the tech. prints the report form webclient, the report will be printed correctly. Any idea where to check the issue? Cheers,~Juni 

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

FSM Exception Error

Hi Community, While creating request manually I am getting error as FSM exception, please find below screenshot for the error details. From inbound integration request is getting created and from xml poster also through insert code request creation is happening , only for manual request creation facing issue . I could see in the error detail, insert is_initialized is false, I changed to true then executed xml through XML poster request is created. Please help me resolve this issue. Thanks in advance! FSM Version : 6.19Regards,Ramya 

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R
Sidekick
1 year ago
R
Do Gooder (Partner)
Rajesh Kumar SethiDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Return key in case of on hold case in inbound

If multiple records are coming in array for some reason one record is going for on hold how can we return a key value in response like we are returning for completed case.

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R
Do Gooder (Partner)
1 year ago
N
Do Gooder (Employee)
nurtlkDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

limit the subject length in notification message

Hello,In this case, the subject of the notification message is a concatenation of two parts. These two parts are taken from two different fields. Is it possible to limit the length of one part when fetching to the subject without affecting the length of the referred field?  Thanks and Regards,Nurashini.

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N
Do Gooder (Employee)
1 year ago
J
Do Gooder (Employee)
JasperDo Gooder (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Quoting for additional contract lines to an existing contract.

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.

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J
Do Gooder (Employee)
1 year ago
AdrianEgley
Hero (Customer)
AdrianEgleyHero (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM Connect - Order of records to be passed

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

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AdrianEgley
Hero (Customer)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

how to delete work task clockings

hiHow to delete the work clocking? I saw the delete button is available for some clockings but not for all. Ex. for task 8 below, the option does not come. 

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A
Sidekick (Customer)
1 year ago
B
Do Gooder (Customer)
BhanwarDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS Cloud and ASO Proficiency for Skills /Competencies

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

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B
Do Gooder (Customer)
1 year ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM : Requistion : GNS : create in non Corporate currency

Hi Team,We have a requirement to allow non Corporate currency for the PO_GNS.But, the schema seems to be only allowing the creation of GNS items in corporate currency. FurtherWe did update the currency from the backend, but when the Requisition converts into Purchase Order, it again applies conversion from Corporate currency to local currency.Ex :PO_GNS created with AUD corporate currency 10$ update the currency from backend to local currency NZ used the GNS item in Requisition Converted to Purchase Order & then the $ value changed to 10.75 NZ (which is considering the currency_conversion)

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C
Hero (Partner)
1 year ago
R
Do Gooder (Partner)
rgopalakDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

FSM MOBILE SSO TOKEN

We are implementing SSO in our mobile app and passing the OIDC token to FSM Mobile app, where do we store the token? I presume we must already have some token already in place, to be replaced by the token received.

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R
Do Gooder (Partner)
1 year ago
H
Sidekick (Customer)
HDZRISHABHSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

field not getting added in time report

we are trying to add a custom field ONSHORE/OFFSHORE , it added but no such value is showing in backend , value is coming as NULL . 

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H
Sidekick (Customer)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

baseline environment upgrade to 22.2.4

hiI need my baseline environment to have updates from IFS given in version 22.2.4. My teammate did some steps as per IFS documentation & now, in the release update studio, the baseline environment shows as 22.2.4 But in build places, it shows me an older version for baseline Also, when I try to apply service updates to baseline, it does not show me any latest updates/tags 

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

Derivation of Team responsible for the work area/polygon

Hi everyone,  Context: The need is to derive the team responsible for the area/polygon and store that same team in the task, being that the FSM will receive only the coordinates (latitude and longitude). The information that is present in the FSM are the coordinates of the extremities of each polygon and the team responsible for it. Objective: Every time a task is created without indicating the team responsible, the FSM, through the coordinates (latitude and longitude) it receives, identifies in which polygon these are inserted, and if it matches, updates this information in the task. Question: Does anyone know a feature in FSM that allows to identify a polygon through coordinates (latitude and longitude)? Best Regards, Pedro Branco

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A
Do Gooder (Partner)
1 year ago
E
Do Gooder (Customer)
ERCZSRHVAADo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Schedule Board

Unable to view dispatched tasks on schedule board in web-client. Although the tasks are visible on the smart client. Also, we have checked all the configurations but haven't been able to find any issue with that. Could anyone have some suggestions or solution for this issue?

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E
Do Gooder (Customer)
1 year ago
E
Sidekick (Customer)
etmshiySidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Unique task filters

Hi,We have a requirement, is there any possibility to filter duplicate WO number from task screen. For example:In task screen its showing open tickets as 10, but basically it may be having multiple task on same WO.There may be only 5 WO, it creates 2 tasks & showing 10 tasks.Out of 10, 5 are duplicate cases.Regards,Shiyaz 

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E
Sidekick (Customer)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Document approval process

how does the document approval process works in IFS? FSE attached a document & started approval which was set as per approval template. In this , manager approves the approval step & then only FSE can approve the document. So is it possible that FSE does not need to approve once approved by manager?

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A
Sidekick (Customer)
1 year ago
S
Sidekick (Customer)
ssaboSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Quote Workflow - 6u17 mobile

So recently both on our FSM 5.77 and 6u17 environments the quote workflow fails upon searching for a place. The strange thing is that it is only using the baseline workflow/client script. Even when reducing the output to below 10k records the same occurs, while the customer list returns 17k records without issue.  When using the appx bundle on PC the process works as expected. 02/16/23 10:39:52 AM|ERROR|com.metrix.architecture.database.MobileApplication:handleUncaughtException|main|java.lang.RuntimeException: android.os.TransactionTooLargeException: data parcel size 1119036 bytes  Any guidance would be appreciated!

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S
Sidekick (Customer)
1 year ago
E
Do Gooder (Customer)
ERCPRATIKDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Allocation Time

We are facing one issue in auto dispatch functionality .During the Initial analysis we found the FSM receiving allocation times after 1 hr or 2 hr from PSO.Even the primary SLA is only 6 hours. If there any possibility to reduce the PSO allocation time.

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E
Do Gooder (Customer)
1 year ago
S
Sidekick (Employee)
ShobanaSidekick (Employee)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

guidelines to apply Dynatrace in our installation

Hi Experts , One of our customer wished to set up Dynatrace   in WFM mobile for monitoring purposesSo they are asking prerequisites and guidelines to apply such monitoring capability in their installationCan anyone of you please suggest solutions for this ?Thanks and Regards Shobana 

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S
Sidekick (Employee)
1 year ago
A
Sidekick (Customer)
anushakhSidekick (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Mobile work order maintenance

We will be using MWO for task execution inside a work order & our requirement is to NOT ALLOW the task to be work started until some flag is set to YES in the db (basically inside the task, there should be some set of fields that must be Y/some approval process after which only FSE can mark the work to work started. Is there a way to achieve this?

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A
Sidekick (Customer)
1 year ago
S
Do Gooder (Customer)
SArndtDo Gooder (Customer)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

STOCK_BIN Table Access_group can not be patched

Hi there, I have a problem which I dont really understand.I tery updating the Access_group in the Stock_bin Table over a Business Rule but the System ignores just the Access_Group.All other Date ist patched correctly except this. Is this a normal behaviour?  My XML Call ist like this: <update_stock_bin>  <stock_bin>    <bin_id>LOCATION</bin_id>    <condition_code>New</condition_code>    <location>GOOD</location>    <part_id>Part</part_id>    <place_id>TESTSTOCK</place_id>    <usable>Y</usable>    <access_group>ACCESS</access_group>    <insert_update is_initialized="False" />  </stock_bin></update_stock_bin> Can someone please help?Thanks in advance 

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S
Do Gooder (Customer)
1 year ago

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