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Replies posted by Kalana Surendra

21 Replies

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dsuciuDo Gooder (Customer)

asked in Assets (Asset Management)

FSM REFURBISHED ASSETS

Dear @dsuciu,There are several options in the FSM application can be used to track inventory items (i.e: Condition Codes). Furthermore, FSM records data related to parts and products and their transactions which can be used to configure additional requirements as well. Hence can you elaborate on your exact requirement here.Best Regards,Kalana

CKOppBoxHero (Partner)

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

FSM : Voucher to Invoice

Hi @CKOppBox,In such a instance you can tick the check box “Place ID To Bill and Currency” under Invoice grouping Criteria.Best Regards,Kalana.

JasperDo Gooder (Employee)

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

FSM6 Contract Selection screen is blank in web client?

Dear @Jasper,Kindly report this issue to the product support via a case to investigate this further. Regards,Kalana.

CKOppBoxHero (Partner)

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

FSM : Voucher to Invoice

Hi @CKOppBox ,Did you check the voucher detail to see whether there are any possible errors before posting to invoices. If there are errors, the post to invoice may be failed. Furthermore, if there is a requirement to create a single invoice for a single voucher, you may have to create “Voucher Grouping Rules” and “Billing Consolidation Rules” appropriately.A simple example may be to create a single invoice to request of same place. This can be done by creating a Billing Consolidation Rules of type “Group By” and specifying this consolidating rule in billing generation.Then run the billing generation to create a single invoice.Hope this helps. Regards,Kalana.

MKNDANIELDo Gooder (Customer)

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

ECO generation parameters

Dear Dan,request.group and request.cust_prob_descr can be passed through the request template. Create a request template and define the request group and cust_prob_descr in the request template. Then add the created request template to the ECO. Then the requests created from the ECO will inherit the request group and cust_prob_descr accordingly. Hope this helps. Best Regards,Kalana.

Kalana SurendraHero (Employee)

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

Creating a attachment field in a standard screen

Hi @Shneor Cheshin, I am trying to add a new screen with attachments using 1:1 mapping to the task debrief flow using a baseline object if possible? Regards,Kalana.

mmossSidekick (Customer)

asked in Assets (Asset Management)

Sorting columns

Usually this happen when the data type for the column is not a numeric one. Instead a string (varchar) type is used to store the digits as well.

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.

Hi Kalana, you should find the permissions for those views under Root > SWB > AdministrationWorkspace: Best regards Roman Hi Roman,The issue is that those views are not available under the AdministrationWorkspace.Best Regards,Kalana.

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.

Hi Kalana, Seems like System parameters of Child organization has imported to Default organization. That’s why the mentioned screens are missing. Regards, Sajith Hi Sajith,It seems that this is what have happened exactly. Any hint on how this can be fixed?Regards,Kalana.

AngeloPavDo Gooder (Customer)

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

FSM Lobby Tiles - Links Element to Custom URL with Spaces

Dear @AngeloPav,Did you try adding only the url to the URL field (http://XXXXXX:81/Reports/B1_Report_Outputs/GTS/CustomerServices/Service%20Centre/BI_GTS_0014_Thales%20Service%20Centre%20Comms%20Cell%20Outstanding-en-gb.mht).This will open the web page specified in the URL.Hope this helps.Best Regards,Kalana.

HHPDo Gooder (Partner)

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

IFS FSM Alias for Custom Table

Dear @HHP,It is difficult to suggest you a workaround without knowing the business function of the custom metadata you have created. For a instant if you have a function created for the metadata you have created, you may create a lookup navigation to a key filed in the list you created using the alias table (ie: adding lookup navigator to tech_refer_alias.tech_id). You can use a “Breadcrumb” type navigation item to direct the user to the custom function you have created (tech_refer). Then you can edit the records from the function and that will be reflected in the task screen. Kindly note that this might not be applicable if the business requirement of the custom metadata you have created is different. Hope this answer helps you.Best Regards,Kalana.

durgeshjaiswalDo Gooder (Partner)

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

How We can Practice of FSM Essentials Course?

Hi @durgeshjaiswal,For the practical purposes you may use the internal FSM and PSO environments of your organization or you may use the baseline IFS environment if your organization has the required access to them.Regards,Kalana.

durgeshjaiswalDo Gooder (Partner)

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

How We can Practice of FSM Essentials Course?

Hi @durgeshjaiswal, You do not need external software to practice FSM and PSO applications. You can use the internal environment of your organization to practice the functionalities of the application.Following are the links to the essentials courses in FSM and PSO in the IFS academy.FSM Essentials: https://www.ifs.com/resources/academy/2020/08/11/fsm60ess/PSO Essentials: https://www.ifs.com/resources/academy/2020/08/13/pso60ess/ Best Regards,Kalana.

etmshiySidekick (Customer)

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

Bulk upload of Sites in Preventive maintanance

Dear @etmshiy,Is this request is related to FSM or IFS Applications? If this is related to FSM application, it is possible to do bulk uploads using Import/Export. Regards,Kalana.

HannMatDo Gooder (Partner)

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

PSO/FSM Preventative Maintenance Task Time Commitments

Dear @HannMat,Usually time commits are created from Business Rules (BR). Hence the creation of the time commitment can be configured using the respective BR. There are several BR’s available in the baseline application and new BR’s can be created according to the requirement. Therefore it is possible to configure the BR to only create one time commitment, and the properties of the time commitment can be configured on the Response Code screen. Hope this helps.Best Regards,Kalana.

ssaboSidekick (Customer)

asked in Service (Touch Apps, MWO, MRO)

What does "Costing Failed" mean on a part need transaction?

Dear @ssabo This can be happened when you have not defined the unit cost for the part. It seems that you have only defined a price in part pricing. You can eliminate this by defining a unit cost to the part.Regards,Kalana.

RAQVVAIDYADo Gooder (Customer)

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

IFS FSM Lobby Element Dynamically Changing Results

If you need to populate the complete list of data when the filters are not defined, try using acase statement in the condition.

RAQVVAIDYADo Gooder (Customer)

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

IFS FSM Lobby Element Dynamically Changing Results

Hi @RAQVVAIDYA ,Did you try defining a SQL data source and define a condition statement according to you requirement. A condition containing “OR” operator might do the job.request.user_def1 = “$COUNTRY$” OR request.user_def2 = “$STATE_PROV$”Regards,Kalana.

Abrar khanSidekick (Employee)

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

FSM Webclient Schedule Board Status color modification

Hi @Abrar khan,As @Kalpani Dissanayake mentioned, color codes are hard coded in the web client.But from update 10 onwards it is possible to define the color codes for the calendar exceptions in the web client schedule board. Kalana.

Thomas WidmoserSidekick (Customer)

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

Sort teams on FSM schedule board

Hi @Thomas Widmoser, Did you try using the App Param: SCHEDULE_BOARD_PERSON_SORT_BY ?

Kalana SurendraHero (Employee)

asked in Finance (Financials)

Attaching a PDF file to the XML invoice

Hi @Xavier Fernando ,Thank you, this answers the requirement

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