Actions
- Megan Stanage (Unlicensed)
- Meg Stanage
Logistics Execution > Setup > Activities & Actions > Actions
Actions assist you in processing logistics orders and activities from start to finish.
Similar to other setups, actions are fully customizable to the client's operation.
Header Section
| FIELD | DESCRIPTION |
|---|---|
| Action ID | Name of the action. |
| Description | Description of what the action accomplishes. |
| Action Type | Defines the basic function of the action. See Action Types for a list of the available options. |
| Hours of Service Task | The task performed for these hours of service:
|
| Activity to Status | The status the activity will be changed to. |
FastTabs
Displays a list of permissible activity statuses.
Set up criteria for when an action may be executed based on the statuses of involved objects.
If criteria are not set, all statuses are permitted; otherwise the object's status must be of one of the permitted statuses.
Displays a list of successful status results.
Displays a list of failure status results.
Allows temporary assets (e.g., pallet jacks, forklifts) to be released or reserved because of the action.
To process activities more efficiently, you can set actions to automatically trigger in association with each other.
Example
- When a driver departs a shipping location, the trailer is considered loaded. An automated action can mark the trailer as loaded once the Depart macro is processed.
- An automated action can check whether proof of delivery is required once the Depart macro is processed. If no proof of delivery has been captured, the app can alert the driver that they must capture an image or signature before leaving the location.
Automated actions are created as normal actions but are then associated as a child action through the parent action's form.
Automated actions can be scheduled to be executed before or after their parent action.
Specify constraint IDs that apply to the action.
The Constraint Restriction field controls whether validation fails (Prevent) or a warning is issued (Warn).
These constraints are checked during activity validation.
Turn on this toggle to process Inbound Process Queue records generated via the Deliver Mobile App as part of the Inbound Process Queue Cleanup job.
This allows you to send action processing to D365 F&SCM to free up app functionality.
If the toggle is turned off, these records are processed as soon as they are sent.
Important
You should only turn this feature on if you are processing a large amount of data while running action execution.
