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

Hi,In the ESM solution, when setting up a PM Action, we can default a resource for the work list.  Is this possible in the Request based service management solution? As I can only find a field to add the Resource Group to the standard tasks. But would like to default the resource to the specified object ID as how it is for a PM action.  If not, is this part of the road map? Thanks! 

Hi,We have technicians that may assist in different locations and use stock from those locations.In FSM we have set up processes to use dates on the Person Place table to show when they are in a different location.The example below shows his standard place would be TN, but on the dates shown he is working from G and using their stock.FSM drives this, and we thought that FSM Mobile would then update if the technician was to perform an INIT on the morning they goes to a different place.What we have noticed is that on INIT, the Sync Rule obtains the correct data, but that’s pretty irrelevant as it appears the process for stock usage is taken from:var location = getUserInfo('StockFromLocation');var place = getUserInfo('StockFromPlace');

Hi All,Please let us know what the meaning of Invalid Task Group, we are getting this multiple services 

When using the 23R2 Dispatch Console for manual resource assignment for a customer who does not use PSO and has 4000 resources, is it advisable to use multiple datasets?  What advantage would the use of multiple datasets bring without PSO?  Is there is a concern that so many resources under one dataset would cause performance issues in the Dispatch Console even without using PSO?  Couldn’t filters on Resource Group and Region sufficiently limit the number or resources hitting the Dispatch Console even with all 4000 resources in one dataset?

Hi IFS Community,with the 25R1 release, the Selection Rules functionality was extended (e.g. rule types and weighting), which is a very welcome improvement. However, the current solution leaves some gaps and we are unclear if these are supposed to be filled in future releases.Our Use Case We use Selection Rules to distribute Service Requests into the correct delivery units. For our setup, Region and Model criteria are essential. The Service criteria, however, is largely irrelevant, as the organizational structure is the same for most services.Current LimitationAt the moment, the Service criteria is mandatory, which forces us to duplicate the entire Selection Rule set for each service (≈ 50 services) leading to a huge data volume in the table and the maintenance effort coming with it.Obs

When attempting to change the status of a work task from Work Started to Work Done, we receive the error message below - divisor is equal to zero.In reviewing the work task, the work order, the PM Action, the measurements for object, no issue can be found. Any insight/thoughts would be helpful!  

When creating a Customer Location I have the option to assign a Validity period against the location with a start date and end date:There doesn’t appear to be any enforcement of this parameter when I am creating a Service Request/Task at the customer location if the end date has been passed. Is this by design or is this possible a bug? The idea would be that the customer Location shouldn’t be shown on the LoV after the end date has passed.Thanks

Hi all,I’m working with a Work Order that includes two Work Tasks: one handled by an external resource and one by an internal technician. These tasks are linked by a dependency and must be executed together.The external Work Task is assigned via the B2B Portal by the subcontractor, and the internal dispatcher must validate/confirm the proposed date before planning the internal task.The issue is that, in the B2B Portal, the dependency is not shown—even though the dependency is correctly defined and visible in IFS Cloud. I can see the “Dependency” section in the B2B Work Task screen, but no data is displayed.Has anyone experienced this? Is there a configuration or limitation in the B2B Portal that prevents dependencies from being displayed?

Hi Experts, In FSM6.30 → PSO 6.14 integration, I noticed the person skills are not sent when expiry date is updated.Ex: I update a person skill record’s expiry date in FSM side. But it was not update in PSO Resource planner. But when I update the same person skill record’s skill, the update is sent to PSO.Is it the intended baseline behavior? or could that be an issue in this solution/environment?Appreciate your help.Thanks,Sanjeewa 

Hi,We have fixed Time, Fixed resource tasks and then its assigned to the engineer. Next after few second its noted the job is uncomitted.These engineers do not use Mobile and there is no Commit rule or any at the moment. Why PSO uncommit these manually allocated jobs?Is there a way atleast we ca get a reason for this behavior? First CommittedThen PSO uncommit it again.   ThanksKM

Hi Experts,My user is connected to PSO Workbench Administrator users but in PSO I cannot see some Admin functions. All Admin persmissions are granted from PSO end as well Some missing functions in PSO,I cannot see ADMIN Group under Parameter I cannot see “AdminApplicationsView” under persmisssion?    Any reason for these limitations? ThanksKM

On the Purchase Order screen:Where can I find how TTL PO Cost (purchase_order.total_cost) is calculated? Under Goods and Services, how is Total Cost (purchase_gns.total_cost) calculated? Under Goods and Services, how is PO Cost (purchase_gns.po_cost) calculated? 

Users are able to by-pass forms in a workflow if they make certain selections and end up having the ability to complete an order. Is there a particular field this selection is being identified with, in order to key off of this selection and build logic around for post-processing? Thank you. 

​We have created thousands of request with given PlannedStart and PlannedFinish.Via API-Call we want to clear these both fields and set the other fieldsjson = $"{{\n";                                                                     json += $" \"PlannedStart\" : \"\" , ";json += $" \"PlannedFinish\" : \"\" , ";json += $" \"EarliestStart\" : \"{EarliestStart}\" , ";json += $" \"LatestStart\" : \"{LatestStart}\" , ";json += $" \"LatestFinish\" : \"{LatestFinish}\" , ";json += $" \"Duration\" : {Duration} , ";json += $" \"Objsite\" : \"{Objsite}\" ";json += $"\n}}";endpoint = $"main/ifsapplications/projection/v1/WorkTaskServiceHandling.svc/JtTaskSet(TaskSeq={TaskSeq})";response = await Rest.PATCH(endpoint!, json, "", eTagTask); The response throws an error, because PlannedStart and PlannedFinish are not set.Example:

Is there a way in custom metadata to do calculations on 2 columns and spit out the results in a new column?In the PURCHASE_GNS Custom Metadata, is it possible to have PO_COST = PURCHASE_GNS.UNIT_COST * PURCHASE_GNS.QTY_ORDERED 

 HelloI have the following question:We can assign a default time type to a resource group, and it's applied automatically.This works perfectly with MWO.I have a calendar option in Time Type, but I can't seem to configure it. My situation is as follows:1. A single resource group.2. A time type is automatically added based on the schedule.Is it possible to automatically register multiple time types with a single resource group?The time types would be:a) Regular Scheduleb) Weekendc) OvertimeCould the task costs be dynamic depending on the schedule? IFS 25R1Thanks.   

We go live in a week or so.  Is there a way in service to define the starting ID for Service Requests and Request Work Tasks.  Right now the sequencing starts at one.  With the way oracle sorts IDs, this will become a problem when there are million plus IDs… i.e. the sort sequence will look like this: 1, 10, 100, 1000, 10000 then 2, 20, 200, 2000 20000 etc.  If there were a way to define the start value, we would like to know about.  I suspect it is not possible.   

Hi,I am trying to create an Object Connection Transformation(OCT) between Standard Task and Service Catalog. However, both objects do not seem to have any common key values, so I am unable to map them directly.Is there any way to create this Object Connection without customization or without adding new columns/extensions?If anyone has implemented a similar connection between these two objects, could you please suggest the recommended approach?Thanks in advance.

Hi there. How do I get charges connected to a sales part to appear on a Service quotation?  We have environmental fees connected to some sales parts (let’s say a lead battery) that we have to invoice our customers. When creating a Customer order, there are a tab with charges.I have connected a charge to sales part 10091. And when adding this sales part on the Customer order, a charge line is created in tab charges.All good there…   …But when making a Service quotation. I can not find any tab that show/connects charges associated with the sales part. 

Hi IFS,How we can add a new PSO theme and select it here.  ThanksKM

Enhancement DescriptionIn IFS PSO version 6.16.0.44, when a technician is manually allocated two long-duration activities in parallel at the same location, the visit-splitting behavior is inconsistent. Although both activities exceed the technician’s shift duration, only one activity is automatically divided into multiple visits aligned with the technician’s working shifts. The other activity remains as a single continuous visit and extends through non-working hours, including overnight periods.This behavior occurs specifically in scenarios involving manual parallel allocations. While the standard optimization engine correctly applies visit-splitting logic for long activities during automated scheduling, this logic is not consistently re-applied when activities are manually allocated in parallel. As a result, activities with identical characteristics—same duration, same location, and same assigned technician—can be treated differently from a visit se

Hi all,When I open 'Map' via the Schedule Board, I get the message 'Map provider not configured'. The same thing happens with the map at an address.Does anyone know where to configure the map? I would like to use Azure Maps since Bing Maps is being deprecated. Regards,

Hi All,I am trying to implement the following requirement in FSM 6When a user clicks a custom button on the Quote screen: FSM should trigger an outbound HTTP call  The external service returns JSON. FSM should update two fields on the SAME Quote record (e.g., User_def5 and User_def6).

After upgrade some users cannot complete the steps for New Service Request and receive get an error message that they don't have sufficient privileges.The trace log indicates that the error is 403 and /main/ifsapplications/projection/v1/CreateServiceRequestHandling.svc/GetFirstTaskSeq(WoNoIn=36040)I haven't been able to find the projection that GetFirstTaskSeq actually requires to work.Thanks in advance for any pointers.