To complete a transport task, get a sign-off from your contact at the customer site.
Before your contact signs off the transport task, you can review and show the:
Transport task information.
Delivered items.
Notes and attachments of the transport task.
Note:
You can complete a transport task with or without a signature provided.
You can only complete a transport task if these conditions are met:
The transport task status is In Progress.
Each item to deliver is either Delivered or Skipped.
If you complete a transport task:
In the Rental Mobile Operations - Transportation app, the transport task is moved to 'Inactive Transport Bookings'.
In D365 F&SCM, the related work order line is set to 'Completed'.
If a signature is provided, the signature is stored as an image in SharePoint.
In D365 F&SCM, an attachment is added to the related work order line. This attachment is of type URL and its URL refers to the signature image as stored in SharePoint.
Note
If you are working offline, the actions for which an online connection is required are only done until you are back online.
Steps
On the Transport Bookings page, tap the floating action button > Summary.
Note
On a Windows device or browser, on the taskbar, click Summary.
Review the information on the summary and show it your customer contact for sign off.
Subtask: Sign off with a signature.
Let the customer contact provide a signature.
Note
f the signature isn't right, tap Clean, and redo it.
Tap Confirm.
Note
As a result, the transport task is completed.
Subtask: Sign off without a signature.
Select the Skip Signature check box.
Note
As a result, the transport task is completed.