Review DynaRent Mobile transactions and notifications in D365 FO

Several activities in the DynaRent Mobile app result in a work order line transaction in D365 FO. The work order line transactions are used as an intermediate step in the integration between the DynaRent Mobile app and D365 FO.

If, in the DynaRent Mobile app, a:

• Traveling time ticker is ended, a work order line transaction is created of registration type 'Hour'. The transaction description is 'Travel time'.
• Job time ticker is ended, a work order line transaction is created of registration type 'Hour'. The transaction description is 'Work time'.
• Break time ticker is ended, a work order line transaction is created of registration type 'Hour'. The transaction description is 'Break time'.
• Extra time tie ticker is ended, a work order line transaction is created of registration type 'Hour'. The transaction description is 'Extra time'.
• Mileage is entered, a work order line transaction is created of registration type 'Item'. The item of the transaction is the item that is used for fuel consumption.
• Time overview entry is changed, the related work order line transaction is changed accordingly.
• Time overview entry is added, a work order line transaction is created of registration type 'Hour'. The selected registration type defines the transaction description.
• Time overview entry is deleted, the related work order line transaction is deleted.
• Spare part is registered, a work order line transaction is created of registration type 'Item' or 'Item requirement'.
• Other cost is registered, a work order line transaction is created of registration type 'Fee'. The transaction description is the description as entered in the DynaRent Mobile app.

You can review the work order line transactions. If a transaction must not be processed, you can put it 'on hold'.

Several activities in the DynaRent Mobile app result in a work order line transaction in D365 FO. The work order line transactions are used as an intermediate step in the integration between the DynaRent Mobile app and D365 FO.

Process the work order line transactions to create journals based on the work order line transactions.

Only work order line transactions with the processing status 'New' are processed. When processing work order line transactions:

• If no open journal exists for a work order and registration type combination, the journal is created. The related work order line transactions are added as lines to the journal.
• If an open journal exists for a work order and registration type combination, the related work order line transactions are added as lines to the journal.

Work order line transactions of registration type:

• Hour are added to an hour journal.
• Item are added to an item journal.
• Fee are added to a fee journal.

The journal names that are used for the generated journals are defined in the Project management and accounting parameters, on the Journals tab, in the Default journal names group, in these fields: Hour, Item, Fee.

You can open the generated journals from the Work order project planning menu or from the applicable work order line.

When processing a work order line transaction, errors can occur. If you did process work order line transactions:

• In batch, you can view the errors in the batch job Infolog.
• Manually from the Work order line transactions page, the error message is shown.

Over time, quite some work order line transactions can be created. To prevent the database from growing too big, you can clean up the work order line transactions.

Work order line transactions are cleaned up based on these Work order parameters:

• Clean up transaction after number of days: Only work order line transactions are deleted that are older than the defined number of days.
• Clean up records with status 'New': If set to Yes, work order line transactions with the status 'New' are deleted.
• Clean up records with status 'On hold': If set to 'Yes', work order line transactions with the status 'On hold' are deleted.
• Clean up records with status 'Posted': If set to 'Yes', work order lines with the status 'Posted' are deleted.
• Clean up records with status 'Error': If set to 'Yes', work order lines with the status 'Error' are deleted.

Notifications can be generated in D365 FO and pushed to the DynaRent Mobile app.

A notification is generated if a:

• Work order location (delivery address) is changed. If the work order has several lines that are assigned to:
  • One DynaRent Mobile app user, the user gets only one notification.
  • Several DynaRent Mobile app users, each user gets one notification.
• Work order line planned date/time is changed.

Whether a change results in a notification depends on the work order line trigger status parameter in the Work order parameters. A notification is created only from the defined trigger status. If the trigger status is:

• Planned, notifications are created for both planned and released work order lines.
• Released, notifications are created only for released work order lines.

The notifications are generated and stored in the Notifications table in D365 FO. You can review the created notifications in D365 FO.

Notifications can be generated in D365 FO and pushed to the DynaRent Mobile app.

The notifications are generated and stored in the Notifications table in D365 FO.

Over time, quite some notifications can be created. To prevent the database from growing too big, you can clean up the notifications.

Notifications are cleaned up based on this Work order parameter: 'Clean up notifications after number of days'. Only notifications are deleted that are older than the defined number of days.