Tasks come into play with final-mile deliveries that include items and services.
Example
A customer orders a washing machine:
- The machine is an item.
- The installation of the machine is a service.
D365 Finance and Supply Chain Management allows you to enter both 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, you can view tasks, create new tasks, and mark tasks as complete.
You can also complete tasks from the Deliver Mobile App.
Activity Tasks
Logistics Execution > Common > Activities > Activity Maintenance > 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.
Note
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 the Activity Maintenance.
View all tasks 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 tasks tied to a logistics order.
Deliver App
When executing an activity from the 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.
