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Register time spent on work order task

On a work order task, use the time recording buttons to record the:

  • Work time
  • Travel time
  • Break time
  • Overtime

You can also register spent time manually.


Field service engineer Field service engineer Start Start Record time or  register time  manually? Record time or  register time  manually? Register  travel time? Register  travel time? Record travel time Record travel time You can record the time you travel for a work order task. When you start recording the travel time, and the work order task status is 'Created', the status is set to 'In progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'. When you end recording the travel time: An entry is created on the Journals tab, in the Time Registrations section. The created time registration shows the recorded travel time. In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online. Procedure 1. When you start traveling for a work order task, on the Booking page, tap the floating action button > Start Travel. Note: On a Windows device or browser, on the taskbar, click Start Travel. 2. When you are finished traveling for the work order task, on the Booking page, tap the floating action button > End Travel. Note: On a Windows device or browser, on the task bar, click End Travel. Notes If no traveling is required, tap Start Work to start a work order task. You can also start a work order task by manually changing its status to 'In progress'. You can get directions using the Google Maps integration on the General tab. Start work on work order task Start work on work order task Usually, you record the time you work on a work order task. Start recording if you are at the work order task location and start working on the work order task. When you start a work order task, and the work order task status is 'Created', the work order task status is changed to 'In Progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'. Note: If you are working offline, the the work order line status is not changed until you are back online. Procedure 1. On the Booking page, review the work order task information and work to be done. 2. Tap the floating action button > Start Work. Note: On a Windows device or browser, on the taskbar, click Start Work. Notes You can also use 'Start Travel' to start a work order task. If you use the travel time to start a work order task, make sure to end it when you arrive at the work order task location. You cannot start work on a work order task before you end the travel time. You can also start a work order task by manually changing its status to 'In Progress'. Register  break time? Register  break time? Record break time Record break time You can record the time you use on a break. You can only record break time if you have started work on the work order task and work time is still being recorded. When you end your break: An entry is created on the Journals tab, in the Time Registrations section. The created time registration shows the recorded break time. In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online. Procedure 1. When you start a break, on the Booking page, tap the floating action button > Start Break. Note: On a Windows device or browser, on the taskbar, click Start Break. 2. When you finish a break, on the Booking page, tap the floating action button > End Break. Note: On a Windows device or browser, on the taskbar, click End Break. End work on work order task End work on work order task Usually, you record the time you work on a work order task. When work on a work order task is finished, end recording working time for the work order task. When you end work on a work order task: An entry is created on the Journals tab, in the Time Registrations section. This time registration entry shows the recorded working time. In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online. Procedure 1. On the Booking page, tap the floating action button > End Work. Note: On a Windows device or browser, on the taskbar, click End Work. Notes When you started work on a work order task, you can also record break time: tap Start Break. When you are recording break time, you cannot end work on the work order task. Register  overtime? Register  overtime? Record overtime Record overtime You can record any overtime you work on a work order task. When you end recording overtime: An entry is created on the Journals tab, in the Time Registrations section. The created time registration shows the recorded overtime. In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online. Procedure 1. When you start working overtime, on the Booking page, tap the floating action button > Start Overtime. Note: On a Windows device or browser, on the taskbar, click Start Overtime. 2. When you are finished working overtime, on the Booking page, tap the floating action button > End Overtime. Note: On a Windows device or browser, on the taskbar, click End Overtime. Register time manually Register time manually You can register spent time manually. When you : Save the manually created time registration, an entry is created on the Journals tab, in the Time Registrations section. Post the manually created time registration, in D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online. Procedure 1. On the Booking page, open the Journals tab. 2. In the Time Registrations section, tap New time Registration. 3. Fill in the fields as desired. 4. Save the manually created time registration. Tap Save an tap Go Back [<]. Note: On a Windows device or browser, tap Save & Close. 5. Post the manually created time registration. On the Journals tab, in the Time Registrations section, select the manually created time registration. Note: The Time Registrations section shows up to four time registrations. If there are more, tap See more to see all time registrations. 6. Usually, manually time registrations are posted automatically when you complete a work order task. If desired, you can post the manually entered time registration intermediately. On the Time Registrations section header, tap Post Journal. Note: On a mobile phone, tap the overflow menu [...] button of the time registration, and tap Post Journal.You can post several selected time registrations at once. Select the desired time registrations and, on the Time Registrations section header, tap Post Journal. Note: On a mobile phone, on the Time Registrations section header, tap the overflow menu [...] button, and tap Select. In the list select the desired time registrations. Again, on the Time Registrations section header, tap the overflow menu button and tap Post Journal. End End Record time Register time  manually

Activities

Name Responsible Description

Record travel time

Field service engineer

You can record the time you travel for a work order task.

When you start recording the travel time, and the work order task status is 'Created', the status is set to 'In progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'.

When you end recording the travel time:

  • An entry is created on the Journals tab, in the Time Registrations section. The created time registration shows the recorded travel time.
  • In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

Start work on work order task

Field service engineer

Usually, you record the time you work on a work order task. Start recording if you are at the work order task location and start working on the work order task.

When you start a work order task, and the work order task status is 'Created', the work order task status is changed to 'In Progress'. Also the related work order line status in D365 F&SCM is set to 'In progress'. Note: If you are working offline, the the work order line status is not changed until you are back online.

Record break time

Field service engineer

You can record the time you use on a break. You can only record break time if you have started work on the work order task and work time is still being recorded.

When you end your break:

  • An entry is created on the Journals tab, in the Time Registrations section. The created time registration shows the recorded break time.
  • In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

End work on work order task

Field service engineer

Usually, you record the time you work on a work order task. When work on a work order task is finished, end recording working time for the work order task.

When you end work on a work order task:

  • An entry is created on the Journals tab, in the Time Registrations section. This time registration entry shows the recorded working time.
  • In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

Record overtime

Field service engineer

You can record any overtime you work on a work order task.

When you end recording overtime:

  • An entry is created on the Journals tab, in the Time Registrations section. The created time registration shows the recorded overtime.
  • In D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

Register time manually

Field service engineer

You can register spent time manually.

When you :

  • Save the manually created time registration, an entry is created on the Journals tab, in the Time Registrations section.
  • Post the manually created time registration, in D365 F&SCM, in the Work order line transactions, a transaction of registration type 'Hour' is created. Note: If you are working offline, the transaction is not created until you are back online.

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