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

Hi Experts, Could someone help me set up the Account ID app param in FSM in a localhost environment? I currently have it set to localhost, which directs to the localhost PSO, but I’m getting the error: "Organization not recognized." What value should I use for localhost? Best Regards, Suvini

Hi All committing activity through schedule information tab when I change the status of an activity in PSO from Allocated to Committed, the change is being made, but after a few seconds the status changes automatically to Allocated again. Has anyone encountered something like this?

Dear PSO Experts, We are experiencing very high values on Avg DTU percentage usage. Please see first screenshot.Yesterday the peak started at around midday and remained above 90% until the new automated load at 3:30 am today.Please see second screensthot for the current levels of exceptions. We have loaded 4,872 Activities in PSO with a dynamic window of 5D and an Appointment window of 21D. We are on PSO 6.13.Could the high levels of Exceptions have such a significant impact on the Avg DTU percentage usage?We are looking into the indexing of the database. I will appreciate any feedback from you if you have experience a similar scenario. Many thanksMiguel

Hi all, Is it possible to setup a business rule that matches on a regular expression in a text field? Say a customer note, if you are looking for a particular value. I cant see in the documentaton how to add a regex to the Expression field? or does it need to be done another way? Thanks

Hi dears, I have solution IFS Cloud+PSO with 3 datasets. Today i did some changes for some resource skill, when i do try to send Full Load , i couldnt see the load audit file on the PSO. After that i did deactivate/activate the dataset on the IFS Cloud, the scheduling dataset got status expired on the PSO. Any idea how i can solve it? Thanks.

In 25R1, created Service Recurring for calendar with Days as 1 interval and noticed that consolidated Request is generated. by how we can generate the request for this scenario ?

Hi, I want to add a validation that triggers when a specific text line code is added, the text shouldn’t be longer than 240 characters. Unfortunately I am getting above error message. Any Idea how the syntax needs to be? Many thanks in advance! Best regards Jacqui

The Service Management Demystified Trilogy has been updated to 24R2. This is your one-stop shop for: Next-Generation Service Management (a.k.a. Request Management) all-up Scheduling (both Dispatch Console and PSO) for Requests and Work Orders MWO Service (with 90+% of the content applying to MWO Maintenance, too) If you find these documents helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.

The Service Management Demystified Trilogy has been updated to 25R1. This is your one-stop shop for: Next-Generation Service Management (a.k.a. Request Management) all-up Scheduling (both Dispatch Console and PSO) for Requests and Work Orders MWO Service (with 90+% of the content applying to MWO Maintenance, too) If you find these documents helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.

NGSM Demystified has been updated to 24R2. As usual, headlines are tagged with “24R2🌟” for new capabilities, “24R2 ↗ ” for improved features, and “ 🖊 ” for new chapters on existing functionality. IFS Cloud newcomers will also find explanations of some common platform capabilities. If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates. 208 pages cover: Introduction to Next-Generation Service Management (NGSM) Request Management Bundle Tasks Request Contracts Warranties Service Organizations, Access Groups, and Resources SLA Management Activity Types Scheduling Activity Types Service Catalog and Standard Tasks Recurring Services Location data Availability Patterns Skills Miscellaneous Resource Allocations Brands, Object Families, and Models Service Object Structured Failure Management Service Notes Event Management Request Management Integration APIs Resource Management Integration APIs Appointment Booking Integration API Time Zone Managem

NGSM Demystified describes changes and additional capabilities related to Service Management (NGSM) in IFS Cloud 25R1. People with experience in 24R2 should focus on chapters marked with 25R1☀️­ and 25R1↗️. Chapters with 🖋️ provide new or additional details for features that were already available in previous releases. To clearly point out where something can be found in the application, navigation paths are now highlighted with 📁 path to page. They have also been aligned with the New Navigation Structure. Features that rely on AI are marked with ✨. IFS Cloud newcomers will also find explanations of some common platform capabilities. If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates. 298 pages cover: Contents Terminology Getting Started Request Management Bundle Tasks Request Contracts Service Organizations, Access Groups, and Resources Service Contractor Management SLA Management Service Catalog and Standard Tasks Recurring Services

Scheduling Demystified describes changes and additional capabilities related to scheduling in IFS Cloud 25R1. People with experience in 24R2 should focus on chapters marked with 25R1­­­­­­☀️ and 25R1↗️. Chapters with 🖋️ provide new or additional details for features that were already available in previous releases. To clearly point out where something can be found in the application, navigation paths are now highlighted with 📁 (IFS Cloud) and ☰ (PSO). They have also been aligned with the New Navigation Structure. Features that rely on AI are marked with ✨. The document has expanded significantly in recent releases, which resulted in the need to restructure its content. Topics have been reorganized based on relevant user personas, such as dataset setup and administrative tasks. The chapter titles now specify their applicability to Dispatch Console (DC), PSO, or both. If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates. 271 pages cover:

hi How 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.

In 25R1 Service Management, when i create new Request quotation in Mobile for Services and add scope its show as ‘0’ price, but the same created data in Cloud shows the price details, any configuration i missed ?

Hi, I have logged in FSM smart client as well as mobile, after initialization, I gave Logout from Person record and I’m getting the below exception on screen. How to fix the below error.

Saving an empty value using ODATA API is not possible. It changes the task_status but doesn’t update the user_def1 to empty in the below example. URL : https://<fmsserver>/odata/task(12345) Method : Patch 1st call (works fine) Body : { "task_status": "HOLD", "status_as_of": "2021-10-26T15:37:37.0047496", "user_def1": "ENROUTE", "modified_by": "USER1" } 2nd call (user_def1 is not set to blank) Body : { "task_status": "ENROUTE", "status_as_of": "2021-10-26T15:37:37.0047496", "user_def1": "", "modified_by": "USER1" }

Hi All, I am facing a problem with FSM6 +PSO. When I try to initialize the dataset on the FSM to synchronize with PSO, iam getting the following error: ProcessPerformRequest: matching perform definition method not found: FieldServiceComponent:Initialize Threesixty(system.string,). Note that before it was working normally. Anybody passed by such problem? Thanks//

As per the Supported platforms documentation, the development tool set appears to have split compatibility.Developer Studio is only compatible with Windows 11 and the rest of the tool set is only compatible with Windows 10. Can you please confirm if we can install all the toolsets on a single desktop (either windows 10 or windows 11) https://docs.ifs.com/techdocs/25r1/080_supported_platforms/#development_and_installation_tools Development ToolsTools /Client Operating System /Server Operating System /IFS Support as of /Limitation /Solution IFS Report Designer,IFS Update Analyzer,IFS Configuration Analyzer,IFS Report Data Source Extension / Windows 10 64-Bit Only / 2016,2019 / GA IFS Developer Studio / Windows 11 21H2 64-Bit Only / 2016,2019 / GA

Hi Team, We are facing an issue in the FSM application. In the Escalation tab under the Task screen, the 'Minutes Open' field is supposed to update and reflect the total ON HOLD duration once the escalation is completed. However, for some tasks, this value is not updating.To identify the cause of this issue, we checked the business rules and found one rule where the 'Minutes Open' value is being updated. When we executed the script through XML Poster, we identified a configuration issue at the database table level. It was throwing an error because the decimal value limit was being exceeded. find the XML query for your reference <perform_batch> <sequential_dependent> <hierarchy_select result_name="escalation_result" return_only_requested_attrs="true"> <primary_table>escalation</primary_table> <attrs> <attr>escalation.esc_id</attr> <attr>escalation.created_dttm</attr> <attr>escalation.resolved_dttm</attr> <attr>escalation.user_def_num1</attr> </attrs> <from> <table>escalation</table> </f

In 25R1, when we define the Service Notes in Request the same is not flowing to Request Work Tasks. can any one know about this ?

Hi all, after plenty of reading and no direct solution I need to ask. How can I write Plan Travel fields (Customer requires Plan Travel Start and Plan Travel End) to IFS Cloud on to the Scheduling Allocation page. Idea was to setup a workflow and fetch those fields, but there is no proper connection handling to PSO in place in Cloud 25R1. Question, is there any documentation available to get PSO authorizied to Cloud? Only found an example to Okta. Found nothing for IFS_scheduling IAM though and haven’t seen ny further solution than User/Password here. Tested in Postman and everything works well here. Only issue there is no straight forward connection to PSO available in Cloud workflows. Topic PSO to IFS Cloud miles isn’t the desired solution as it is only meant for lobbies. Any idea how to handle custom queries to PSO easier? Thanks Marco

Please could I request access to the latest download of PSO 6.15.0.75 I think

Dears, Please suggest if FSM6 and PSO can be migrated from Windows VMs to Cloud platforms like AWS or Alibaba or any other specific cloud platform? Thanks in advance