1. To-Increase Dynamics 365 for Finance & Operations
  2. DynaRent Mobile
  3. Use the DynaRent Mobile app
  4. Work on scheduled tasks

Register task-related information

You can register task-related information for a task.

You can:

  • Enter task-related notes.
  • Register task-related costs, also called fees. So, costs that are not hours or items.
  • Change the task status manually.


Field engineer Field engineer Start Start Enter task-related notes Enter task-related notes In the DynaRent Mobile app, you can view or enter these types of notes: Order notes: In D365 FO, on a work order line, an order note can be entered to instruct the field engineer on the task to be done. This order note can give any relevant information on the task. Usually, you do not change the order notes in the DynaRent Mobile app. However, if you created the work order from the DynaRent Mobile app and assigned it to yourself, you can enter an order note. Internal notes: You can enter any task-related note for internal purposes. For example, explain the maintenance activities that are done or mention defect parts that are repaired or replaced. Invoice note: You can enter an invoice note to explain the task done. When in D365 FO an invoice is created for the related work order line, the invoice note is added to the invoice. When you confirm the task notes, these are synchronized to the task notes of the related work order line in D365 FO. To view the task notes in D365 FO, on the Work order page, select a work order line, and click Additional notes, Line notes. Note: If you work offline, the task notes are only updated in D365 FO when you synchronize to D365 FO. Procedure 1. On the Task details page, tap 'Task notes'. Note: At the right/top of the ´Task notes´ icon, an indicator shows the number of existing task notes. 2. Enter the desired task notes. 3. Tap 'Confirm'. Register other task-related costs Register other task-related costs You can register task-related costs, also called fees. So, costs that are not hours or items. When you confirm a new costs entry: An entry is added to the 'Other costs' overview. In D365 FO, in the Work order line transactions, a transaction of registration type 'Fee' is created. The transaction description is the description as entered in the DynaRent Mobile app. Note: If you work offline, the transaction is only created when you synchronize to D365 FO. Procedure 1. On the Task details page, tap 'Other costs'. 2. To add an 'other costs' entry, on the action bar, tap '+'. 3. In the Entry section, fill in the fields as desired. 4. Tap 'Confirm'. 5. On the Other costs page, for the desired entry, tap the edit icon: 6. In the Entry section, make the desired changes. 7. On the Other costs page, for the desired entry, tap the delete icon: Notes You can only change or delete an 'other costs' entry if the related work order line transaction in D365 FO is not posted. Change status Change status You can manually change the status of a task in the DynaRent Mobile app. You can change the status to: Start a task. The status is changed from 'Released' to 'In progress'. Complete a task. The status is changed from 'In progress' to 'Completed'. If you do so, you are automatically guided to the Sign-off page. Note: If you work offline, the status is only updated to D365 FO when you synchronize to D365 FO. Procedure 1. On the Task details page, tap 'Change status'. 2. On the Change status page, tap 'Confirm'. Notes Usually, to:Start a task, you start the travel time ticker or job time ticker.To end a task, you directly go to the Sign-off page. End End

Activities

Name Responsible Description

Enter task-related notes

Field engineer

In the DynaRent Mobile app, you can view or enter these types of notes:

  • Order notes:
    In D365 FO, on a work order line, an order note can be entered to instruct the field engineer on the task to be done. This order note can give any relevant information on the task. Usually, you do not change the order notes in the DynaRent Mobile app. However, if you created the work order from the DynaRent Mobile app and assigned it to yourself, you can enter an order note.
  • Internal notes:
    You can enter any task-related note for internal purposes. For example, explain the maintenance activities that are done or mention defect parts that are repaired or replaced.
  • Invoice note:
    You can enter an invoice note to explain the task done. When in D365 FO an invoice is created for the related work order line, the invoice note is added to the invoice.

When you confirm the task notes, these are synchronized to the task notes of the related work order line in D365 FO. To view the task notes in D365 FO, on the Work order page, select a work order line, and click Additional notes, Line notes.

Note: If you work offline, the task notes are only updated in D365 FO when you synchronize to D365 FO.

Register other task-related costs

Field engineer

You can register task-related costs, also called fees. So, costs that are not hours or items.

When you confirm a new costs entry:

  • An entry is added to the 'Other costs' overview.
  • In D365 FO, in the Work order line transactions, a transaction of registration type 'Fee' is created. The transaction description is the description as entered in the DynaRent Mobile app. Note: If you work offline, the transaction is only created when you synchronize to D365 FO.

Change status

Field engineer

You can manually change the status of a task in the DynaRent Mobile app.

You can change the status to:

  • Start a task. The status is changed from 'Released' to 'In progress'.
  • Complete a task. The status is changed from 'In progress' to 'Completed'. If you do so, you are automatically guided to the Sign-off page.

Note: If you work offline, the status is only updated to D365 FO when you synchronize to D365 FO.

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