1. Equipment Rental
  2. Rental Management
  3. Flows

Register object-related information 3
Activity Flow

You can register information about an object that is part of a task.

You can:

  • Take and attach pictures of the object.
  • Register the spare parts that you use to repair the object.

Field engineer Field engineer Start Start Add pictures Add pictures You can take pictures of the object related to the task. If you save a picture: It is uploaded to SharePoint. An attachment is added to the related work order line as a URL linking to the picture in SharePoint. A picture entry appears on the Pictures page in the Rental Management mobile app. Note: If you work offline, the upload and link to the work order happen after synchronization with D365 F&SCM. Procedure 1. On the Task details page, tap 'Pictures'. 2. To make sure all existing task pictures are shown, in the action bar, tap the 'refresh' icon: 3. To add a picture, on the action bar, tap '+'. 4. To take the picture, tap in the picture area. Note: To switch between the rear-facing and front-facing cameras of your mobile device, in the picture area, tap the 'camera' icon. 5. Enter the picture title. 6. Tap 'Save picture'. 7. To open a picture, on the Picture page, tap the desired picture entry. Register used spare parts Register used spare parts You can register items and spare parts used during a task. Scan a barcode or manually enter the item number or serial number of the spare part. When you confirm the entry: The item is added to the spare parts list. In D365 F&SCM, a transaction is created with registration type 'Item' or 'Item requirement'. If offline, it is created after synchronization. Procedure 1. On the Task details page, tap "Spare parts". 2. To register a spare part, on the action bar, tap '+'. 3. To scan a barcode of an item number or serial number, in the Entry section, tap the 'barcode' icon: 4. On the Scan page, indicate if you want to scan an item number barcode or a serial number barcode. 5. In the Scan pane, tap 'Scan' and point the camera of your device at the barcode. 6. If the barcode is scanned, tap 'Confirm'. 7. On the Spare part registration page, you can also manually enter an item number or serial number. 8. In the Quantity field, enter the number of items used. 9. In the Registration type field, indicate if you register a used item or an item requirement. 10. Define the site and warehouse from which the item is taken. Note: - The default site and warehouse are based on the Service warehouse as defined for your worker account in D365 FO.- If a site is selected, the warehouse dropdown only shows warehouses that are related to the selected site.- If no site is selected, and you select a warehouse, the related site is automatically selected.- If a site and warehouse are selected which are not the default site and warehouse, and you select the 'empty' value in the warehouse dropdown, the site is reset to the default site. 11. Tap 'Confirm'. Notes You can: Change a registered spare part. To do so, on the desired spare part entry, tap . In the Entry section, make the desired changes Delete a registered spare part. To do so, on the desired spare part entry, tap . Note: You can only change or delete a spare part entry if the related work order line transaction in D365 FO is not posted. To view if an item or spare part is available, you can use the item search function. To do so, tap . End End

Activities

Name Responsible Description

Add pictures

Field engineer

You can take pictures of the object related to the task.

If you save a picture:

  • It is uploaded to SharePoint.
  • An attachment is added to the related work order line as a URL linking to the picture in SharePoint.
  • A picture entry appears on the Pictures page in the Rental Management mobile app.

Note: If you work offline, the upload and link to the work order happen after synchronization with D365 F&SCM.

Register used spare parts

Field engineer

You can register items and spare parts used during a task.

Scan a barcode or manually enter the item number or serial number of the spare part.

When you confirm the entry:

  • The item is added to the spare parts list.
  • In D365 F&SCM, a transaction is created with registration type 'Item' or 'Item requirement'. If offline, it is created after synchronization.

Activities

Name Responsible Description

Add pictures

Field engineer

You can take pictures of the object related to the task.

If you save a picture:

  • It is uploaded to SharePoint.
  • An attachment is added to the related work order line as a URL linking to the picture in SharePoint.
  • A picture entry appears on the Pictures page in the Rental Management mobile app.

Note: If you work offline, the upload and link to the work order happen after synchronization with D365 F&SCM.

Register used spare parts

Field engineer

You can register items and spare parts used during a task.

Scan a barcode or manually enter the item number or serial number of the spare part.

When you confirm the entry:

  • The item is added to the spare parts list.
  • In D365 F&SCM, a transaction is created with registration type 'Item' or 'Item requirement'. If offline, it is created after synchronization.

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