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Setup in Microsoft Dynamics 365 Business Central

Here you will find all the essential information for setting up Aptean Mobile Rental in Microsoft Dynamics 365 Business Central. This chapter is divided into the following sections:

Setting Up the Interface

To be able to use Aptean Mobile Rental, you must add the app as an interface in our ERP solution. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the External Processing Interface Setup for Delivery/Return page in our ERP solution.
  • In the Responsibility Center field, enter the responsibility center for which the interface should be set up.

Note

If you leave this field blank, the setup applies to all responsibility centers.

  • In the Selected Interface field, select the Mobile Rental 365 value to set up the interface.
  • In the Interface Option field, select the Automatic value.

You have successfully set up the interface. The next section describes how to make all necessary settings in the Rent Setup.

Rent Setup

In order to be able to create protocols in Aptean Mobile Rental that can later be converted into contracts, you must set this up in the Rent Setup. Additionally, you can activate the use of checkpoints in the Rent Setup. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Setup page in our ERP solution.
  • Navigate to the Logistic Settings FastTab.
  • Activate the Create Contract from Protocol toggle switch so that contracts can be created from protocols in Aptean Mobile Rental.
  • Activate the Use Checkpoints toggle switch so that you can use checkpoints in Aptean Mobile Rental.

You have made all necessary settings in the Rent Setup. More information on the general setup can be found on the Rent Setup page. The next section describes how to make all necessary settings in the TSRMR Mobile Rental Setup.

Mobile Rental Setup

In order to post protocols automatically in Aptean Mobile Rental, you must set this up in the TSRMR Mobile Rental Setup. Additionally, you can store an email address for sending emails in the TSRMR Mobile Rental Setup. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the TSRMR Mobile Rental Setup page in our ERP solution.
  • Enter an email address in the Backoffice Email field that is automatically added as CC when sending protocols via email in Aptean Mobile Rental.
  • Activate the Allow Posting Order toggle switch to post protocols automatically in Aptean Mobile Rental when completing a delivery or return.

You have made all necessary settings in the TSRMR Mobile Rental Setup. The next section describes how to make all necessary settings for reports.

Setting Up Reports

In order to send or download reports in the app, you must set up the layout for posted rent deliveries and posted rent returns. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Report Selection – Rental page in our ERP solution.
  • In the Usage field, select the Posted Rental Delivery value.
  • In the table, set up the report you want to store for posted rent deliveries.
  • Repeat the two previous steps for the Posted Rental Return value.

Then you can specify which information should be printed in the report when sending or downloading reports in the app. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the TRASER - Mobile Report Setup Overview page in our ERP solution.
  • In the Report ID field, enter the report numbers you have specified for posted rent deliveries and posted rent returns in the previous step.
  • The Report Name field is filled in automatically.
  • In the menu bar, click the selection field > Create Default Report Option. A dialog window is displayed.
  • In the dialog window, activate the toggle switches of the information that should be printed in the report.
  • Once you have set up all information, confirm the dialog window with OK.
  • The Has Report Option checkbox is selected automatically.

You have made all necessary report settings. The next section describes the email settings necessary in our ERP solution to send or download reports in the app.

Setting Up Email

In order to send protocols as emails in Aptean Mobile Rental, you have to add the subject, the name of the attachment and the layout to the Rental Email Templates for posted rent deliveries and posted rent returns. All relevant information regarding the email setup can be found under Storing Email Templates. The next section describes which settings are necessary in order to use checklists in Aptean Mobile Rental.

Setting Up Checklists

Aptean Mobile Rental uses the checklists from Microsoft Dynamics 365 Business Central in all processes at object level. To set up the use of checklists, proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Classes page in our ERP solution.
  • Open the rent class to which you want to assign a checklist.
  • In the menu bar of the rent class card, click Flow > Status Flow.
  • Navigate to the Preparation Checklist, Protocol Checklist and Finishing Checklist columns.
  • Select the line of the process status to which you want to assign the checklist. The checklist is used upon transition to the relevant status in Aptean Mobile Rental.
  • Select the desired checklist in the relevant column.

You have made all necessary settings for using checklists in Aptean Mobile Rental. More information on checklists in our ERP solution can be found on the Checklists for Rent Orders page.

Setting Up Checkpoints

If you want to use checkpoints in Aptean Mobile Rental, you must set this up on the service item card. Checkpoints are checklists for specific attribute values that are checked during the delivery/return process. To set up checkpoints, proceed as follows:

  • Activate the Use Checkpoints toggle switch in the Logistic Settings FastTab on the Rent Setup page.
  • Use the quick search (ALT+Q) to find the Service Items page in our ERP solution.
  • Open the service item for which you want to set up checkpoints.
  • Navigate to the Attribute Values FastTab.
  • Click Attribute Mapping in the menu bar of the FastTab.
  • Select the Checkpoint Protocol checkbox for the attributes that should be used as checkpoints in Aptean Mobile Rental.
  • Additionally, select the To Be Checked checkbox for the attributes that should be checked during the delivery/return process in Aptean Mobile Rental.

You have made all necessary settings for using checkpoints in Aptean Mobile Rental. More information on using checkpoints in delivery/return protocols can be found under Using Checkpoints in Deliveries/Returns.