1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Logistics
  5. Inbound logistics

Receive rental orders (including Field Service app)

This flow describes how you can receive business objects that are being returned after being rented out to a customer on a rental order.


Collections agent Collections agent Depot engineer Depot engineer Fleet management manager Fleet management manager Rental clerk Rental clerk Start Start Change rental order off-rent date Change rental order off-rent date You can enter the off-rent date at the header level to return a rental item.This updates all lines in the rental order automatically.You can only change the off-rent date from the header if none of the lines were changed. For example, changes in rental dates or price will disable the synchronization. Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, find and select the desired rental order. 3. On the Action Pane, click Manage. 4. Click Change date. 5. In the Off-rent date field, enter a date. 6. In the Contact field, enter or select a value. 7. Click OK and confirm. 8. Click OK. 9. If you get the question that you have selected a document without printing it, click OK. Change rental order line off-rent date Change rental order line off-rent date To return a rental item, enter the off-rent date on the rental order line. Procedure 1. Go to Rental order management > Rental orders > All rental orders. 2. In the list, find and select the desired rental order. 3. Select the desired rental order line. 4. Click Rental. 5. Click Change date. 6. In the Off-rent date field, enter a date. 7. In the Contact field, enter or select the desired contact. 8. Click OK and confirm. 9. Click OK. 10. If you get the question that you have selected a document without printing it, click OK. 11. Close the rental order. Collect the assets (Mobile app) Collect the assets (Mobile app) The driver or collector uses the Mobile app to return the assets to the depot. The Collection task includes the following checklist: Add notes. Add pictures. Procedure 1. Add notes 2. On the Task details page, tap 'Task notes'. 3. Enter the desired task notes. 4. Tap 'Confirm'. 5. Add pictures 6. On the Task details page, tap 'Pictures'. 7. To make sure all existing task pictures are shown, in the action bar, tap the 'refresh' icon: 8. To add a picture, on the action bar, tap '+'. 9. To take the picture, tap in the picture area. 10. Enter the picture title. 11. Tap 'Save picture'. 12. To open a picture, on the Picture page, tap the desired picture entry. Notes In the DynaRent Mobile app, you can view or enter these types of notes: · Order notes: In D365 FO, on a work order line, an order note can be entered to instruct the field engineer on the task to be done. This order note can give any relevant information on the task. Usually, you do not change the order notes in the DynaRent Mobile app. However, if you created the work order from the DynaRent Mobile app and assigned it to yourself, you can enter an order note. · Internal notes: You can enter any task-related note for internal purposes. For example, explain the maintenance activities that are done or mention defect parts that are repaired or replaced. · Invoice note: You can enter an invoice note to explain the task done. When in D365 FO an invoice is created for the related work order line, the invoice note is added to the invoice. When you confirm the task notes, these are synchronized to the task notes of the related work order line in D365 FO. To view the task notes in D365 FO, on the Work order page, select a work order line, and click Additional notes, Line notes. Note: If you work offline, the task notes are only updated in D365 FO when you synchronize to D365 FO.   Usually, to: · Start a task, you start the travel time ticker or job time ticker. · To end a task, you directly go to the Sign-off page. Close the Collection task (Mobile app) Close the Collection task (Mobile app) After completing the checklist tasks, the driver or collector closes the collection task. The return note document is generated automatically. Procedure 1. Complete the Collection task 2. On the Task details page, tap 'Change status'. 3. On the Change status page, tap 'Complete'. Notes The Return note document should be generated from the Mobile app (customisation). Close the Quality Check task (Mobile app) Close the Quality Check task (Mobile app) You complete a separate quality check task for each product. Each task includes a list of checks required for that product. The quality check task is part of the assigned work order template for that product. After completing the checklist, the driver or collector closes the Collection task. The Return note document is generated automatically. Procedure 1. Complete the Quality check tasks 2. On the Task details page, tap 'Change status'. 3. On the Change status page, tap 'Complete'. Quality Check Pass Quality Check Pass Manually create a 'Repair work order (Mobile app) Manually create a 'Repair work order (Mobile app) The driver can create a new repair work order in the mobile app by selecting the New work order option. The work order appears in the Work orders list and can be scheduled from the Service plan board. Procedure 1. Go to Work order project planning > Work orders > All work orders. 2. Click New. 3. In the Work order name field, type a value. 4. In the Business object field, enter or select a value. 5. In the Work order template ID field, enter or select a value. 6. In the Start date field, enter a date. 7. In the End date field, enter a date. 8. Click OK. Generate an Inspection list Generate an Inspection list End End Plan Collection task

Plan resources and locations

Assign operation resources to perform tasks in a work order.

A worker performs an activity alone or by using a tool or machine. You can link the worker to a resource.

A capability defines what a resource can do.

Assign resources manually to a task. The scheduling engine suggests resources based on capability.

Remove the capability filter in the Assign resource page to select any resource.

 Plan Quality check task

Plan resources and locations

Assign operation resources to perform tasks in a work order.

A worker performs an activity alone or by using a tool or machine. You can link the worker to a resource.

A capability defines what a resource can do.

Assign resources manually to a task. The scheduling engine suggests resources based on capability.

Remove the capability filter in the Assign resource page to select any resource.

 Full return Partial return Yes No

Activities

Name Responsible Description

Change rental order off-rent date

Rental clerk

You can enter the off-rent date at the header level to return a rental item.

This updates all lines in the rental order automatically.

You can only change the off-rent date from the header if none of the lines were changed. For example, changes in rental dates or price will disable the synchronization.

Change rental order line off-rent date

Rental clerk

To return a rental item, enter the off-rent date on the rental order line.

Collect the assets (Mobile app)

Collections agent

The driver or collector uses the Mobile app to return the assets to the depot.

The Collection task includes the following checklist:

  • Add notes.
  • Add pictures.

Close the Collection task (Mobile app)

Collections agent

After completing the checklist tasks, the driver or collector closes the collection task. The return note document is generated automatically.

Close the Quality Check task (Mobile app)

Depot engineer

You complete a separate quality check task for each product. Each task includes a list of checks required for that product.

The quality check task is part of the assigned work order template for that product.

After completing the checklist, the driver or collector closes the Collection task. The Return note document is generated automatically.

Manually create a 'Repair work order (Mobile app)

Depot engineer

The driver can create a new repair work order in the mobile app by selecting the New work order option.

The work order appears in the Work orders list and can be scheduled from the Service plan board.

Generate an Inspection list

Depot engineer

Plan Collection task

Fleet management manager

Assign operation resources to perform tasks in a work order.

A worker performs an activity alone or by using a tool or machine. You can link the worker to a resource.

A capability defines what a resource can do.

Assign resources manually to a task. The scheduling engine suggests resources based on capability.

Remove the capability filter in the Assign resource page to select any resource.

Plan Quality check task

Fleet management manager

Assign operation resources to perform tasks in a work order.

A worker performs an activity alone or by using a tool or machine. You can link the worker to a resource.

A capability defines what a resource can do.

Assign resources manually to a task. The scheduling engine suggests resources based on capability.

Remove the capability filter in the Assign resource page to select any resource.

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