1. Equipment Rental
  2. Rental Mobile Operations
  3. Activities

Pick up items
Application task

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:

  • Picked: The item is picked up.
  • Skipped: The item pickup is skipped.

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.


Standard procedure

1. On the Transport Booking page, open the Pickup Items tab.
2. Do the pickup and set each item status accordingly.
 

If you have:

  • Picked up the item, select the item and tap Mark as Picked.
  • Not picked up the item, select the item and tap Mark as Skipped.
 

Note:

  • On a mobile phone, tap the overflow menu [...] button of the item, and tap the desired option.
  • You can mark several selected items as picked up or skipped at once. Select the desired items and, on the Pickup Items section header, tap the desired option. Note: On a mobile phone, on the Pickup Items section header, tap the overflow menu [...] button, and tap Select. In the list select the desired items. Again, on the Pickup Items section header, tap the overflow menu button and tap the desired option.
3. Subtask: Enter quantity picked up.
  3.1 In the Pickup Items section, double-tap the item.
  3.2 You can change the quantity picked up of an item. For example, the quantity to be picked up is 3. However, on pickup one item is still in use. You leave it at the customer site. In this case, change the quantity picked up to 2.
  In the Quantity Collected field, change the quantity.
 

Note:

The meaning of the values in the other quantity fields:

  • Quantity (Available For Return): Total quantity of the item at the customer site. This is the maximum quantity you can pick up.
  • Quantity To Collect: The scheduled quantity to be picked up.
4. Subtask: Add reason.
  4.1 If you, for example, marked a pickup as skipped or you changed the quantity picked up, you can enter the reason that explains it.
  Tap the Reason field.
  4.2 Search for the applicable reason. You can only use predefined reason codes.
 

In the Look for Reason field, to find the desired reason code, you can:

  • Type the reason code. The matching reason codes are shown.
  • Tap the search icon. All available reason codes are shown.
  4.3 Select the desired reason code.
5.

You can indicate that picked up items must be counted at the warehouse. Use this for items that are difficult or impractical to count accurately during pickup.

Example: You pick up a crate with approximately 50 extension cables. Counting each cable individually at pickup is not practical. You leave the quantity unverified and select the Count At Warehouse check box.
  Select the Count At Warehouse check box.
6. Tap Save.
7. Subtask: Register fuel or meter readings.
  7.1 If a picked up item has a fuel tank or a meter, you can read and register the fuel or meter readings.
  Open the Fuel/Meter Readings tab.
 

Note: The tab shows up to four registered fuel/meter readings. If there are more, tap See more to see all registered fuel/meter readings.
  7.2 On the grid header, tap New Fuel/Meter Note.
  7.3 In the Type field, select the reading type to register: Fuel or Meter.
  7.4 Fill in the fields.
  7.5 Tap Save and tap Go Back (<).
 

Note: On a Windows device or browser, tap Save & Close.
8. Tap Go Back (<).
Related to Notes

Transport scheduled delivery or pickup

 		 

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