In the Rental Mobile Operations 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 Rental Mobile Operations app. However, if you created the work order from the Rental Mobile Operations 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.


Standard procedure

1. On the Task details page, tap 'Task notes'.
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Note: At the right/top of the ´Task notes´ icon, an indicator shows the number of existing task notes.

2. Enter the desired task notes.
3. Tap 'Confirm'.

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