You can review and manage the D365 FO:
Name | Responsible | Description |
---|---|---|
Review work order line transactions |
Rental service coordinator |
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:
You can review the work order line transactions. If a transaction must not be processed, you can put it 'on hold'. |
Process work order line transactions |
Rental service coordinator |
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:
Work order line transactions of registration type:
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:
|
Clean up work order line transactions |
Rental service coordinator |
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:
|
Review notifications |
Rental service coordinator |
Notifications can be generated in D365 FO and pushed to the DynaRent Mobile app. A notification is generated if a:
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:
The notifications are generated and stored in the Notifications table in D365 FO. You can review the created notifications in D365 FO. |
Clean up notifications |
Rental service coordinator |
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. |