Transport scheduled delivery or pickup
Process flow

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:

• Calendar: You can find transport tasks based on a selected date, week, or month.
• Grid or list: You can scroll the assigned transport tasks in a grid or list view.
• Search: Type (a part of) the name of the transport task that you want to find.

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.

Before you start working on a transport task, start the transport task.

When you start a transport task, and the transport task status is 'Released', the transport 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 work order line status is not changed until you are back online.

In the Delivery Items list, you can find the items to be delivered for the transport task.

For each item set the delivery status:

• Delivered: The item is delivered.
• Skipped: The item delivery is skipped.

When you have changed and saved the delivery 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 delivery status is not synchronized until you are back online.

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.

To complete a transport task, get a sign-off from your contact at the customer site.

Before your contact signs off the transport task, you can review and show the:

• Transport task information.
• Delivered items.
• Notes and attachments of the transport task.

Note:

• You can complete a transport task with or without a signature provided.
• You can only complete a transport task if these conditions are met:
  • The transport task status is In Progress.
  • Each item to deliver is either Delivered or Skipped.

If you complete a transport task:

• In the Rental Mobile Operations - Transportation app, the transport task is moved to 'Inactive Transport Bookings'.
• In D365 F&SCM, the related work order line is set to 'Completed'.
• If a signature is provided, the signature is stored as an image in SharePoint.
• In D365 F&SCM, an attachment is added to the related work order line. This attachment is of type URL and its URL refers to the signature image as stored in SharePoint.

Note: If you are working offline, the actions for which an online connection is required are only done until you are back online.