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

  • Order notes:
    In D365 F&SCM, on a work order header, an order note can be entered to instruct the driver on the transport to be done. This order note can give any relevant information on the transport task. Usually, you do not change the order notes in the Rental Mobile Operations - Transportation app. However, you can enter or change an order note.
  • Internal notes:
    You can enter any transport task note for internal purposes. For example, explain the specific activities that are done or enter remarks on the condition of the transported item.
  • Customer-related note:
    You can enter a note as expressed by the customer where you delivered or picked up items. The customer-related note is synchronized with the work order header Invoice note in D365 F&SCM.

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.


Standard procedure

1. On the Transport Booking page, open the General tab.
2.

You can enter notes in these fields:

  • Internal Note
  • Customer-related Note
  • Order Note
  Change or enter the desired notes.
3. Tap the floating action button > Save.
 

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

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