Tasks come into play with final-mile deliveries that include items and services.
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A customer orders a washing machine:
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D365 Finance and Supply Chain Management allows you to enter items (e.g., lumber, washer, dryer, bicycle) and services (e.g., on-site installation or construction) on a sales order.
When that sales order crosses into Transport + Deliver as a logistics order, those service items become tasks that you can view, create, and mark as complete.
You can also complete tasks from the Legacy Deliver Mobile App.
Activity Tasks
Logistics Execution > Common > Activities > Activity Maintenance >
Although there is an 26445597 form, you can access activity maintenance for a specific activity by clicking the Activity ID on other forms.
The Activity Maintenance form functions as the dispatch status board or interactive trip sheet. It allows you to process an order using actions created during Activity Master setup.
Activity Tasks
This form can be accessed from the ribbon on Activity Maintenance, Activity Workbenches, Load Building Workbench, and Activity Scheduling.
The Activity Tasks form displays all tasks for orders paired to the activity.
Click Complete Task to complete the task and capture the activity, worker, date, and time, and record it on the task.
Logistics Orders
Logistics Execution > Common > All Logistics Orders > select a logistics order
View all tasks tied to a logistics order in the Tasks section.
Click New to manually create a task.
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This section is only available in Header view. |
Activity Manifest Form and Report
Logistics Execution > Common > Activities > Activity Maintenance > Activity Manifest
The form can be accessed from the ribbon on Activity Maintenance, Activity Workbenches, Load Building Workbench, and Activity Scheduling.
The report can be accessed from the ribbon on Activity Maintenance.
View completed tasks that are tied to an activity in the Tasks section on both the form and the report.
Logistics Order Manifest Report
Logistics Execution > Common > All Logistics Orders > Logistics Order Manifest
Displays all completed tasks tied to a logistics order.
Deliver App
When executing an activity from the Legacy Deliver Mobile App, tap Tasks in the menu to view a list of associated tasks.
You have the option to complete them from the app.
