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

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

IFS Cloud - Scheduling demystified (24R2)

Scheduling 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. Newcomers will find many new conceptual explanations and How-To’s.If you find this document helpful, please consider leaving a 👍 LIKE. And ⭐ SUBSCRIBE to get updates.232 pages cover:Preamble: Direct Assignment vs. Dispatch Console vs. PSO Work Order Management vs. Request Management Modelling Dataset vs. Scheduling Dataset Scheduling Dataset Parallel Background Processing Modelling Dataset and Basic Data Scheduling Optimization Dataset Scheduling Exceptions Communication between MWO, Dispatch Console and PSO Shift Templates The Supply Side of Scheduling: Resources Skill Management The Demand Side of Scheduling: Tasks Availability Patterns Appointment Booking Dispatch Console Direct Assignment Resource Management Integration APIs Appointment Booking Integration API Troubleshooting Don’t f

2110

27 days ago

CKOppBoxHero (Partner)

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

FSM: Billing Generation: Removing option for "Include Contracts"

Hi Team,We are looking for an option to disable the “Include Contracts” option in the Billing Generation Screen. Is there any option for achieving the same.

1161

3 months ago

David OsolinskiDo Gooder (Customer)

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

PSO Transitioning from Soap to Rest

Hi All,We are transitioning from Soap to the Restful Gateway, the Rest calls etc are fine and we have these working, the problem is that we need to remove the webinterface installation on the server but this is currently used to pull in the Service Reference to serialize the xml from the IFS Workbench into a DsSheduleData object so that we can use it in our inhouse code and then serialize it back to send back to IFS.My question is where can I get the DsScheduleData schema/object from when we don’t have the Service Reference to pull it from?I have located the DsScheduleData.xsd in the install documentation folder and created a class file from it using xsd.exe but this does not replicate the reference file obtained via soap so our code can not use it the same way.I also found a Schema.dll in the Restful Gateway folder and tried to import this but I get dependency issues and cannot load it into code,I may be missing something very simple but I am hitting my head against a wall at the mome

1 hour ago

Pinmaya Kumar SinghDo Gooder (Partner)

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

FSM Mobile Script Not working

Hi All, I want to hide particular drop down value(Scrap) once the from part need checkbox is unchecked in mobile. Once I click on the from part need checkbox I should be able to hide the Scarp value only from the dropdown not the (Installed and Transfer To Vanstock values) Below is my code but its not working as expected kindly help. var IsChecked = getControlValue("custom","from_part_needs");if (IsChecked == 'N') { var conSump = stringFormat("SELECT description, code_value FROM global_code_table WHERE code_name = 'ELUX_CONSUMPTION_TYPES' AND code_value != 'Scrap'"); populateListFromQuery('part_usage','user_def16', conSump, false);}else{ var conSump = stringFormat("SELECT description,code_value FROM global_code_table WHERE code_name = 'ELUX_CONSUMPTION_TYPES'"); populateListFromQuery('part_usage','user_def16', conSump, true);} Regards,Pinmaya

152

3 hours ago

Aruni MunasingheDo Gooder (Partner)

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

maximum number of tasks that can be assigned to a mobile work list

May I know - What is the maximum number of tasks that can be assigned to a mobile work list without causing sync issues? Please note that the customer is in UPD 30

5 hours ago

anushakhSidekick (Customer)

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

Time report-automatic clock entry between work started to completed

HiFor a task, the time difference between work started & completed is automatically clocked & gets filled in time reports. I need to manually go to work task clockings & delete it. Is there a way to avoid getting entry for it?I need to show only the time which is manually filled by FSE.

1328

5 hours ago

Pinmaya Kumar SinghDo Gooder (Partner)

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

FSM WEB CLIENT Lookup Data Population

Hello Everyone, I want to fetch data based on the part id lookup of one miscellaneous adjustment screenbased on the From place(Place for Stock) selection.Means in part id lookup I want to populate the parts that is only available from that place.not all parts. When I am giving From PLACE as (TECH_39991021), I should only be able to see the part ids available in the TECH_399102(Place for stock) stock screen. Do I need to write client scripts or I can do this by lookup configuration in UI level.Please suggest. Regards,Pinmaya .

10 hours ago

wrprabashHero (Partner)

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

IFS Cloud - 24R1 - Skill Setup with 'In Use Cost' - Request management area

Hi Experts,I am trying to assign skills for my resources and use them in request tasks. My question is on field ‘In Use Cost’ (tool tip help : The cost to apply when the skill is available at the time and being used) in skill setup. I have set this value as 30 and did not use any other setups like skill levels.and then assign this skill to one of my resources. The first thing I noticed is that ‘in use cost’ in skill did not inherit. (Is this correct?)Then I created a request task with plan start and finish date within above date range and add above set skill as a demand. If I report time against this demand (with an assignment for the above resource or not) I always get the cost setup in resource group(which is 10).Can someone please explain if I should follow any other setups or my thinking about this functionality not correct?Thank you,Roshan..

10 hours ago

SJV1047Do Gooder (Customer)

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

MWM 8.1 Cursor Dropping/comment deleting

We are experiencing the cursor dropping out of a comment field and sometimes deleting any text in that field. Has anyone experienced this issue? Is there a fix?

12 hours ago

hmccabeSidekick (Customer)

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

Can a maintenance team be assigned to a work task without allocating resources?

In Cloud, is there a way to assign a maintenance team to a work task without having to allocate resources? Thank you.

808

19 hours ago

DurgaDo Gooder (Partner)

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

Not able to install FSM6 smart client after upgrade

Hi I have upgraded FSM625 V to FSM630 after upgrade i could not able to install smart client application i am getting below error during installation i did not see any error during upgrade and web client and mobile applications are working fine. Kindly suggest how to fix this issue.Error Message:ERROR SUMMARY Below is a summary of the errors, details of these errors are listed later in the log. * Activation of C:\Users\durgabhavani\Downloads\FSM6Test (16).application resulted in exception. Following failure messages were detected: + Exception reading manifest from file:///C:/Users/durgabhavani/Downloads/FSM6Test%20(16).application: the manifest may not be valid or the file could not be opened. + Manifest XML signature is not valid. + The digital signature of the object did not verify.COMPONENT STORE TRANSACTION FAILURE SUMMARY No transaction error was detected.WARNINGS There were no warnings during this operation.OPERATION PROGRESS STATUS * [25-11-2

8112

1 day ago

preethi.a05Sidekick (Partner)

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

File is not attached with email

Hi,Currently we are facing an issue, a schedule xml has been added to run on daily basis to send email notification, but the excel file is not attached in the email, only the content in the message body is getting printed in the mail.

466

1 day ago

AngeloPavDo Gooder (Customer)

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

FSM6u16 Mobile - Selecting Initialise Device from Mobile Dashboarc

In IFS FSM6u16 - From within Mobile Dashboard, when I right click on a user and select “Initialise Device”, how long does that initialise device request last for..i.e. If I have mobile users who are not on shift but select to “Intialise Device”, how long does that request last for? Does it time out? We may have a revision of the design and want to force an initialisation of the app for all users. Some users will be off shift or on annual leave. Will the request remain indefinately?Many thanks, Angelo

132

1 day ago

Firdosh MalesariaSidekick (Customer)

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

implement checklist for Nodes

Hello All,Currently we are using Astea Alliance Version 14 HF 29. Application is used across 6 countries but now we have requirement from 2 countries that they need checklist with one question and base on answer (Yes/No) we have 2 more question with text. We have implement the checklist for one country. We have mapped contracts for that checklist so that whenever any service order is created using that contract, checklist will be added to activity but now we have request from another country and they also need the same checklist but they want it base on Node. How can we configure it? We don’t have that option in Alliance.

1 day ago

etmshiySidekick (Customer)

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

SLA visibility in Resources screen

Hi Team,How can i identify SLA details on resources screen easily without clicking any options like activity screen.In activity screen we have options as below: So can you please check & Confirm. In legends its shows as we can easily identify like below, so where i need to do the configuration for this. Or is there any way in Resources screen i can easily find the SLA details without any click, please suggest. Regards,Shiyaz

343

1 day ago

RTTATOVARDo Gooder (Customer)

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

Big data synchronization issue to FSM Mobile

I'm facing some issues with the synchronization of FSM Mobile.Mobile Replication from Scheduled process is activated.I just reduced the time to make it easier to check. After solving this issue we will update it to 1 hour.Let's analyse first the Sync rule Attribute:The XML Poster result just to check if there is any problem with the XML: Converting XML to SQL: Total amount of rows from Attribute sync ruleThe Mobile should receive 217.691 attributes.After synching the Mobile database returns:Mobile database result from Table AttributeFrom server database: 217.691From the mobile database: 200.000Difference: 217.691-200.000 = 17.691 Sync Rules concept investigation:From the beginning, I thought by selecting Batch-Delta the system would divide the total amount of rows int packages of max_rows from XML initial query. But If I do it and limite the max_row = 50000 as the advice: Doing this the maximum of received amount of data became 50.000. The system was only updating the data from the IN

234

2 days ago

preethi.a05Sidekick (Partner)

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

HTML Editor in Notification Message

Hi,Currently I’m facing an issue with the below notification message, it should get the details from DB and print that in email as mentioned belowRecipient's Name - person.first_nameRole_Name - person_role.user_roleHow can we set the placeholder for Recipient's Name, Role_Name in html editor to fetch the data and print it in email.<!DOCTYPE html><html lang="en"><head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Email Template</title></head><body> <div class="container" style="width: 100%; max-width: 600px; margin: 0 auto; background-color: #000000; padding: 20px; border: 1px solid #dddddd;"> <div class="header" style="background-color: #1A2E61; color: #ffffff; padding: 10px 20px; display: flex; align-items: center;"> <h1>Welcome to IFS</h1> </div> <div class="content" style="padding: 20px; color: #333

111

2 days ago

MKNDANIELDo Gooder (Customer)

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

Validation Business rule acting on "logged in" user

Hello, I am need to build a validation business rule that acts based on who is preforming the action.I understand that in the I can place static values in the ‘expression’ area pointed at “user_login_id” but it appears that MUST be a static value validate against I would like to validate that against the view “direct_NPU_alter_auth_VW” that returns a list of person_id’s and a YorN field if they are authorized. But it appears this is non functional. I have tried : “user_log_in.person_id = direct_NPU_alter_auth_VW.person_id and direct_NPU_alter_auth_VW.Bill_NB = ‘N’” but it does not work.. Can you help me with this logic? Best regards,Dan

242

4 days ago

wrprabashHero (Partner)

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

IFS Cloud - 24R1 - Generate invoice preview - Request management area

Hi Experts,In work order functional area (before request management work stream), it is possible to generate invoice previews in bulk using ‘generate invoice preview’. It is not clear if this functionality available for request management area as well. If i check the navigator(24R1) i can see two entries, but none of them generate invoice previews for requests i have which are qualified and i can generate invoice previews for same records manually. Please advice.Best Regards,RoshanP.S : A related community post Request for a functionality similar to "Generate Invoice Preview" for Request Management | IFS Community..

162

5 days ago

graeme86Do Gooder (Customer)

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

Lobby lookup source not loading values

i have created a and element and added it to lobby screen, the element has variables on it. when i try and link the variable to a look up it shows the dropdown but does not show the valuesi tried using a SQL datasource and the Query Builder and neither are working any guidance would be appricated here is the datasource it has 4 valuesadd the lookup to the looby dropdown has 4 blank values listed in the dropdownselecting any of them does not filter the results

213

5 days ago

jantonioDo Gooder (Customer)

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

Change Task Size on the Scheduling Board

Is it possible to set a minimum width for a task on the scheduling board, even if the task has a shorter duration? The reason is that tasks shorter than 30 minutes become very small on the board, making it difficult to click on them and perform any consultation or modification.

224

5 days ago

Timmermans RoelHero (Partner)

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

Service Contract ID not visible for WO

Hi All, I am generating Wo’s from my Service Contract through PM actions. But I noticed that trhe field ‘Contract Id’, ‘Line No’ and ‘Customer No’ are not defined when creating the WO from that Service Contract. That strikes me as odd since that info is easily obtained. Adding the info after creatin is also not possible - IFS will give an error that the Contract ID cannot be edited for WO generated from PM actions. So somewhere in the background, IFS knows the WO was generated from a PM Action/Service Contract ID - but it does not provide the info. Is this a bug of an inconsistency from the application? It seems very strange and I can’t think of any good reason why this info should be missing. Best RegardsRoel Background info:Create Contract ID ‘3’Create PM plan for preventive maintenance for contract ID and generate WO ‘12’ from PM plan Check WO 12 - notice that Customer No, Contract ID and Line No are empty

404

5 days ago

SJV1047Do Gooder (Customer)

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

Utilizing PSO with a diverse workforce and unique Union rules

We are working on setting up PSO for short cycle work but have many different Job Types and Skills that we need PSO to handle. How are others handling the potentially hundreds of Job Type, Skill, and Resource combinations.

6 days ago

RTTATOVARDo Gooder (Customer)

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

FSM gotoscreen lossing current reference

Can anyone help me to understand why am I loosing the reference from the lastscreen controlkey ? I’m not sure which one I should use: getcurrentkey or getcontrolvalue. For me is not clear. Anyhow it is not fetching the selected Attribute from the list. Any ideas ?

342

6 days ago

nurtlkDo Gooder (Employee)

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

Parameter from a FSM lobby to a Cloud page

Hi, I need to implement a lobby in FSM which navigates to a cloud page and need to pass the place_id(stored in the database) as a parameter. please advise on how we can add a parameter to a URL in a lobby in FSM.The link to the cloud page that we need to access(parameter is highlighted): https://tracker-cfg.ifs.cloud/main/ifsapplications/web/page/CustomerInvoiceAnalysis/Form;$filter=%28Identity%20eq%20'CMWCUS001'%29 Thank you.

724

7 days ago

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

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