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.
1. | Open to the Rental Mobile Operations - Transportation app. By default, the Bookings page is shown, with the 'Active Transport Bookings' view. |
2. | Subtask: Use Calendar view. |
2.1 | Tap the floating action button > Show As > Calendar. |
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Note: On a Windows device or browser, on the taskbar, click Show As > Calendar. |
2.2 | The Calendar view is shown per day, week, or month. You can change the shown time period. |
  | On the Active Transport Bookings view, select Day, Week, or Month. |
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Note: On a mobile phone, only the Day view is available. |
2.3 | By default, the Calendar view shows the day, week, or month with the current date selected. You can change the shown day, week, or month. |
  | On the Active Transport Bookings view, select another day, week, or month. |
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Note: To select the previous or next day, week, or month, tap the [<-] button or [->] button. |
2.4 | To open a transport task, tap the transport task, and on the pop-up, tap More Details. |
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Note: On a mobile phone, simply tap the work order to open it. |
3. | Subtask: Use Grid view. |
3.1 | Use the Grid view to show all assigned transport tasks in a grid. |
  | Tap the floating action button > Show As > Read Only Grid. |
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Note: On a Windows device or browser, on the taskbar, click Show As > Read Only Grid. |
3.2 | On the Grid view, you can use the field column headers to sort the transport tasks. |
  | Tap the desired field column header and select 'Sort A to Z' or 'Sort Z to A'. |
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Note: On a mobile phone, instead of a grid, a list is shown. You can only sort by name. |
3.3 | To open a transport task, double-tap the desired transport task. |
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Note: On a mobile phone, tap the list entry. |
4. | Subtask: Search for transport task. |
4.1 | On both the Calendar view and the Grid view, you can search for a transport task. |
  | In the 'Quick find' field, type the desired transport task name/number and tap the search icon. |
4.2 | On the Search results view, find the desired transport task. |
4.3 | To open a transport task, in the Name field, tap the desired transport task. |
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Note: On a mobile phone, tap the list entry. |
Related to | Notes |
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Transport scheduled delivery or pickup |
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