In the Rental Mobile Operations - Field Service app, you can view or enter these types of notes:

  • Order notes:
    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. Usually, you do not change the order notes in the Rental Mobile Operations - Field Service app. You can enter or change an order note.
  • Internal notes:
    You can enter any work order task 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 work done on the work order task. When in D365 F&SCM an invoice is created for the related work order line, the invoice note is added to the invoice.

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.


Standard procedure

1. On the Booking page, tap the floating action button > Update Notes.
 

Note: On a Windows device or browser, on the taskbar, click Update Notes.

2. On the Notes page, change or enter the desired notes.
3. Tap Save & Close.

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