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 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 > 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 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.

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