Dock Mode
- Megan Stanage (Unlicensed)
- Megan Stanage
The Dock mode of the Deliver app assists with dock management and inventory movements.
Dock mode is used by a single facility to load and unload trucks and to move inventory to different positions within the facility.
Dock Options
Tap Activity or Demand from the Dock page.
- Activity: View inventory through the activities assigned to a worker. Use this activity to load or unload specific trucks.
- Demand: View inventory through order-based groupings of handling units. Use this option to look for work on a specific order.
Activity
Tap Activity on the Dock Options page to view a filtered list of activities for the home facility associated with your "worker" in Transport + Deliver.
If an activity is set to a facility that is not your home facility, it will not appear in this list. This filtering out of other facilities helps dock workers focus on their home facility.
This list displays several details for each activity:
- activity ID
- position
- number of logistics orders
- number of handling units
- weight
- volume
- activity status
To find an activity in the list:
- scroll through the list
- use the search field, which will filter down as you enter text or numbers
- tap the camera icon to scan a barcode
The bell icon will display a number if there are any incoming notifications from D365.
Tap to view.
Tap the pen icon to send a notification to D365.
Transfer
Tap an activity to navigate to the Transfer page.
This page displays:
- activity ID
- status
- summary information
- number of orders
- number of handling units
Tap the pen icon to capture notes. These notes become attachments on Activity Maintenance in D365 F&SCM.
See Notes Mapping for more information on how notes are mapped across the systems.
Tap Next if transfer confirmation is enabled.
Tap the pen icon to capture notes. These notes become attachments on the handling unit record in D365 F&SCM.
See Notes Mapping for more information on how notes are mapped across the systems.
Select an activity line and tap an options:
This option is used when a truck arrives with unknown inventory onboard.
It allows you to spin up an order and handling units based on details that you select.
Tap to select the desired logistics order type: Order or Return.
You can enter a license plate number or tap the camera icon to scan a license plate number off each handling unit coming off the truck.
You can also tap to select a handling unit type.
Click Complete to end the activity.
- You will see a green success banner if the activity ends successfully.
- You will see a blue information banner if the action is queued for processing in Transport + Deliver. Once processed, it is tied to the activity selected in app.
Select an activity line and tap Tasks to open a list of tasks for that activity.
Tap the checkmark to mark the task as completed.
A green banner indicates the task was completed successfully.
Tap Inspection to perform an inspection.
Scan a logistics order/handling unit barcode or select an inspection type.
Pre-Route Checks
Tap Pre-Route Checks to view options.
You also have the option of adding a comment for each inspection.
Click Next to move through the options.
Tap Finish on the final page to log your inspection notes.
Pallet Check
Tap Pallet Check to view options.
You also have the option of adding a comment for each inspection.
Click Next to move through the options.
Tap Finish on the final page to log your inspection notes.
Tap Collection Data to collect data on the activity.
For example, collection data can be utilized to ensure drivers record a trailer temperature at each stop.
Important
Collection data must be configured in Transport + Deliver to be utilized in the app. Without this configuration, users cannot add any data.
Tap Power Apps to open a configured Power Apps group.
This opens a selection of Power Apps you created.
Note
- The Deliver Application makes Power Apps available from within the platform, but does not have any influence on what the Power App does or how it functions.
- The actual execution and management of the Power App is entirely up to the organization.
Tap and hold a handling unit to open the Handling Unit Inquiry page.
This page displays detailed information about the handling unit, including child handling units, sibling handling units, and paired activities.
Demand
Tap Demand to open the Demand page.
You will not see a list of activities; orders come through constantly and the list would be too long. Instead, you can scan or search for an order.
Enter a number in the text box or tap the camera icon to scan a barcode.
You can search by order or license plate number.
Tap Next to open an overview of the order.
Handling Unit Details
Select a handling unit to open the Handling Unit Details page, which displays:
- customer information
- order information
- handling unit details
Tap the pen icon to capture notes. These notes become attachments on the handling unit record in D365 F&SCM.
See Notes Mapping for more information on how notes are mapped across the systems.
While viewing details, tap an option:
Tap Inspection to perform an inspection.
Scan a logistics order/handling unit barcode or select an inspection type.
Pre-Route Checks
Tap Pre-Route Checks to view options.
You also have the option of adding a comment for each inspection.
Click Next to move through the options.
Tap Finish on the final page to log your inspection notes.
Pallet Check
Tap Pallet Check to view options.
You also have the option of adding a comment for each inspection.
Click Next to move through the options.
Tap Finish on the final page to log your inspection notes.
Tap Tags to add a tag to an item.
Tap to select a tag from the menu.
Add a note to describe the tag and tap Ok.
The new tag appears with the handling unit details.
Tap Change Parent and enter or scan the barcode of the new parent.
Tap Load and to view order details:
- order number
- customer
- destination (the final delivery location)
- handling-unit details
Tap the pen icon to capture notes. These notes become attachments on the handling unit record in D365 F&SCM.
See Notes Mapping for more information on how notes are mapped across the systems.
Use the Scan Position field to determine what position to load inventory to. This is useful when you do not want to load straight into a truck but instead into another staging position.
You can tap and enter a position in the text box or tap the camera icon to scan a barcode.
Tap OK.
Tap Unload to view order details:
- order number
- customer
- destination (the final delivery location)
- handling-unit details
Tap the pen icon to capture notes. These notes become attachments on the handling unit record in D365 F&SCM.
See Notes Mapping for more information on how notes are mapped across the systems.
Use the Scan Position field to determine what position to unload inventory to.
This is useful when you do not want to unload straight into a warehouse position but instead into another staging position.
You can tap and enter a position in the text box or tap the camera icon to scan a barcode.
Tap OK.
Tap Transfer to view order details:
- order number
- customer
- destination (the final delivery location)
- handling-unit details
Tap the pen icon to capture notes. These notes become attachments on the handling unit record in D365 F&SCM.
See Notes Mapping for more information on how notes are mapped across the systems.
Enter (or tap the camera icon to scan) the position the handling unit will be transferred to in the Scan Position field.
Tap Ok.
Tap Power Apps to open a configured Power Apps group.
This opens a selection of Power Apps you created.
Note
- The Deliver Application makes Power Apps available from within the platform, but does not have any influence on what the Power App does or how it functions.
- The actual execution and management of the Power App is entirely up to the organization.
Logistics Order Details
Select a logistics order to open the Logistics Order Details page, which displays:
- customer information
- order information
- logistics order details
Tap the pen icon to capture notes. These notes become attachments on the logistics order record in D365 F&SCM.
See Notes Mapping for more information on how notes are mapped across the systems.
While viewing details, tap an option:
Tap Add Handling Unit to add a new handling unit to the current logistics order.
Tap Power Apps to open a configured Power Apps group.
This opens a selection of Power Apps you created.
Note
- The Deliver Application makes Power Apps available from within the platform, but does not have any influence on what the Power App does or how it functions.
- The actual execution and management of the Power App is entirely up to the organization.