Activity | Area | Description |
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Assemble asset |
Field service | As a field service engineer, assemble the asset, using the assembly components as defined on the assembly work order task. When a picker completed picking assembly components, you receive a message that picking is done and assembly can start. |
Change language |
General | You can change the language of a Rental Mobile Operations app. The Rental Mobile Operations apps are available in several languages. |
Contact customer via phone or email |
General | You can contact a customer directly from a Rental Mobile Operations app. You can contact a customer by:
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Create pickup request |
Transportation | When you deliver or pick up items at a customer site, you can also pick up previously delivered items. Even if the pickup was not scheduled in advance, you can pick up these items. For example, if the customer requests it. To initiate an unscheduled pickup, use a pickup request. You can add items to a pickup request in several ways:
When you have registered all items for the unscheduled pickup, send the pickup request to D365 F&SCM. As a result, a Return journal is created in Rental order management. Also, a pickup transport task is created and assigned to you. To pick up the items of the pickup request, do the pickup transport task in the usual way in the Rental Mobile Operations - Transportation app. |
Create work order in Field Service app |
Field service | In the Rental Mobile Operations - Field Service app, you can create work orders. |
Deliver items |
Transportation | In the Delivery Items list, you can find the items to be delivered for the transport task. For each item set the delivery status:
When you have changed and saved the delivery status of an item, it is synchronized to the related work order line in D365 F&SCM. Note: If you are working offline, the item delivery status is not synchronized until you are back online. |
Disassemble asset |
Field service | As a field service engineer, disassemble the asset, using the disassembly components as defined on the disassembly work order task. |
Do work order task based on checklist |
Field service | In the Checklist, you can find the work to be done for the work order task. In D365 F&SCM, for a work order line, a checklist can be defined. Usually, the checklist is added automatically based on the used work order template. A checklist instructs the field service engineer on the work to be done. If in D365 F&SCM a checklist is defined for the work order line, it is shown in the Rental Mobile Operations - Field service app on the Checklist page. For each task in the checklist, set the result. You can set these results:
When a checklist task is completed (passed, failed, or skipped), the task result is synchronized to the checklist of the related work order line in D365 F&SCM. Note: If you are working offline, the result of a checklist task is not synchronized until you are back online. |
Do work order task based on order note |
Field service | For a work order task without a checklist, you can find the work order task instructions in the Order Note. In D365 F&SCM, on a work order line, an order note can be entered to instruct the field service engineer on the work to be done. This order note can give any relevant information on the work order task. To enter an order note in D365 F&SCM, on the Work order page, select a work order line, and click Additional notes, Line notes. |
End work on work order task |
Field service | Usually, you record the time you work on a work order task. When work on a work order task is finished, end recording working time for the work order task. When you end work on a work order task:
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Enter transport task notes |
Transportation | In the Rental Mobile Operations - Transportation app, you can view or enter these types of notes:
When you save a note, it is synchronized to the related work order header notes in D365 F&SCM. To view the work order notes in D365 F&SCM, on the Work order page, select a work order line, and click Additional notes, Header notes. Note: If you are working offline, a saved note is not synchronized with the work order header notes in D365 F&SCM until you are back online. |
Enter work order task notes |
Field service | In the Rental Mobile Operations - Field Service app, you can view or enter these types of notes:
When you save a work order task note, it is synchronized to the related work order line notes in D365 F&SCM. To view the work order line notes in D365 F&SCM, on the Work order page, select a work order line, and click Additional notes, Line notes. Note: If you are working offline, a saved note is not synchronized with the work order line notes in D365 F&SCM until you are back online. |
Find transport task |
Transportation | In D365 F&SCM, transport tasks can be assigned to you. The transport tasks, which are assigned to you, are shown in your Rental Mobile Operations - Transportation app. To start a transport task, first find the desired transport task. You can find transport tasks in several ways:
Note: On the Active Transport Bookings view, only transport tasks are shown with status 'Released' or 'In progress'. To view 'Completed' transport tasks, open the Inactive Transport Bookings view. To change the view, tap the currently shown views title (for example, Active Transport Bookings) and select the desired view. |
Find work order task |
Field service | In D365 F&SCM, work order lines can be assigned to you. The work order lines, which are assigned to you, are shown as work order tasks in your Rental Mobile Operations - Field service app. To start work on a work order task, first find the work order tasks that are assigned to you. You can find work order tasks in several ways:
Note: Only work order tasks are shown with status 'Created' or 'In progress'. |
Finish transport task |
Transportation | 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:
Note:
If you complete a transport task:
Note: If you are working offline, the actions for which an online connection is required are only done until you are back online. |
Install Power Apps mobile app |
General | The Rental Mobile Operations apps are build to run in the Power Apps mobile app. To use a Rental Mobile Operations app on your:
Devices can be:
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Pick up items |
Transportation | In the Pickup Items list, you can find the items to be picked up for the transport task. For each item set the pickup status:
If a picked up item has a fuel tank or a meter, you can read and register the fuel or meter readings. When you have changed and saved the pickup status of an item, it is synchronized to the related work order line in D365 F&SCM. Note: If you are working offline, the item pickup status is not synchronized until you are back online. |
Reconfigure |
General | You can reconfigure a Rental Mobile Operations app. You do so to make sure you run the latest version of the app. For example, you can reconfigure an app, if a new version is available or updates are made to the app. |
Record break time |
Field service | You can record the time you use on a break. You can only record break time if you have started work on the work order task and work time is still being recorded. When you end your break:
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Record overtime |
Field service | You can record any overtime you work on a work order task. When you end recording overtime:
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Record travel time |
Field service | You can record the time you travel for a work order task. When you start recording the travel time, and the work order task status is 'Created', the status is set to 'In progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'. When you end recording the travel time:
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Register fuel transaction |
Field service | Fuel tanks are shown for a work order task asset if available. You can register fuel transactions for each fuel tank. |
Register meter readings |
Field service | Meters are shown for a work order task asset if available. You can register meter readings for each meter. |
Register mileage |
Field service | If you must travel for a work order task, you can register the mileage. For each work order task, you can register mileage several times. For example, to register the mileage of the outward journey and the return journey. When you:
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Register necessary item consumption |
Field service | When you do a work order task, you must register the consumption of necessary items. A necessary item is a (spare) part that is required to do the work order task. The necessary items for a work order task are defined in D365 F&SCM in the work order line transactions. When you consume or skip a necessary item, in D365 F&SCM, the related Work order line transactions are updated (consume) or deleted (skip). The work order line transaction is of type 'Required item'. Note: If you are working offline, the necessary item consumption registration is not synchronized with the Work order line transactions until you are back online. |
Register time manually |
Field service | You can register spent time manually. When you :
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Register used spare parts |
Field service | You can register the spare parts that you use doing a work order task. You can scan a barcode or manually enter the item number or serial number of the used spare part. When you:
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Register work order task costs (Fee, Expense) |
Field service | You can register work order task costs of type:
When you:
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Report 'gate closed' |
Transportation | Sometimes you cannot deliver or pick up the items for a transport task. For example, the site gate is closed and no one is available to open it. In this case, you can report 'Gate Closed' for the transport task. As a result, the transport task is completed automatically. You do not need to manually mark the delivery or pickup items as 'Skipped'. If you report a transport task as 'Gate Closed':
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Review settings |
General | You can review and change your personal settings for a Rental Mobile Operations app. You can, for example, change your time zone or calendar setup. |
Review work order task |
Field service | Before you sign off a work order task, review the work order task registrations. Use the Summary page to get an overview of the work and registrations done for a work order task. On the Summary page, you can review and update:
Updates on the Summary page are synchronized with D365 F&SCM. Note: If you are working offline, the updates are not synchronized until you are back online. |
Sign off work order task |
Field service | To complete a work order task, get a sign-off from your contact at the customer site. Before your contact signs off the work order task, you can show the:
If you confirm a work order task sign-off:
Note: If you are working offline, the actions for which an online connection is required are only done until you are back online. |
Sign out |
General | When you finish work, you can:
This topics explains how to sign out. |
Start a work order task manually |
Field service | You can manually start a work order task in the Rental Mobile Operations - Field Service app. Note: If you are working offline, the status change is not synchronized with the work order line status in D365 F&SCM until you are back online. |
Start Rental Mobile Operations app |
General | When you have installed the Power Apps mobile app on your device, you can open and sign in to the Power Apps mobile app. The Rental Mobile Operations apps that are assigned to you are shown in the list of available apps. For more information, refer to: |
Start transport task |
Transportation | Before you start working on a transport task, start the transport task. When you start a transport task, and the transport task status is 'Released', the transport task status is changed to 'In Progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'. Note: If you are working offline, the work order line status is not changed until you are back online. |
Start work on work order task |
Field service | Usually, you record the time you work on a work order task. Start recording if you are at the work order task location and start working on the work order task. When you start a work order task, and the work order task status is 'Created', the work order task status is changed to 'In Progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'. Note: If you are working offline, the the work order line status is not changed until you are back online. |
Use barcode scanner |
General | In the Rental Mobile Operations apps, in several places, you can use the barcode scanner. Where you can use the barcode scanner, the Scan barcode option For more information, refer to: Use the barcode scanner. |
View asset information |
Field service | In the Rental Mobile Operations - Field Service app, you can view asset information. For each asset, you can view its:
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View company setup |
General | For the Rental Mobile Operations - Field Service app, as a field service engineer, you can view the default company and warehouse to which you are assigned. |
View device status |
General | The Rental Mobile Operations apps support the offline-first mode. On the Device Status dialog, you can:
For more information, refer to: |
View or add transport task attachments |
Transportation | You can view the existing attachments for a transport task or add attachments to a transport task. You can add attachments of type:
When you save an attachment:
Note:
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View or add work order task attachments |
Field service | You can view the existing attachments for a work order task or add attachments to a work order task. You can add attachments of type:
When you save an attachment:
Note:
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View self-created work orders |
Field service | You can view the active work orders that you created from the Rental Mobile Operations - Field Service app. |