Updated: 08.11.2024

Setup in Microsoft Dynamics 365 Business Central

Here you’ll find all important information regarding settings necessary for TRASER Mobile Service 365 in TRASER DMS 365. This chapter is divided into the following sections:

TRASER Mobile Service 365 Setup

To use TRASER Mobile Service 365 efficiently, you must first complete the basic setup of the app in TRASER DMS 365.

To do so, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the TRASER Mobile Service 365 Setup page.
  • Make settings according to the requirements in the following table:

Note

You may need to enable edit mode to be able to make settings. It is enabled if the pen icon at the top of the screen is encircled. Click on the pen icon to enable edit mode or to disable it after completing the setup.

FastTab Option Description
Time Tracking General Drive Handling Specify if driving times should be invoiced by a Technician, a fixed Resource, or if No Invoicing shall occur.
Resource for Drive Optional: If you selected fixed Resource for Drive Handling, specify which resource shall be used for invoicing travel times.
Work Type for Drive Specify the work type that shall be used to invoice drive distances (e.g. FAHRT).
Distance Handling Specify if driving distance should be invoiced by a Technician, a fixed Resource, or if No Invoicing shall occur.
Resource for Distance Optional: If you selected fixed Resource for Distance Handling, specify which resource shall be used for invoicing travel distances.
Work Type for Distance Specify the work type that shall be used to invoice drive distances (e.g. FAHRT).
Work Type for Presence Specify the work type that shall be used for order-independent personnel time tracking (e.g. ANWESENHEIT).
Work Type for Break Specify the work type that shall be used for breaks (e.g. PAUSE).
General Modules Module Delete Items & Resources Activate the toggle switch to enable deleting spare parts and resources from service orders in the app. Otherwise, unused item and resource lines can only be set to the value '$0'.
Module Geo Location If you activate this toggle switch, GPS tracking will be activated in the app. That way, when you start time tracking, the current GPS coordinates of the mobile device are stored in the corresponding time record.
Sharepoint URL This module is not intended for use in TRASER Mobile Service 365.
Repair Status Work Done Select the repair status a service order will be set to once all related worksheets are finished.
Module Edit Time Tracking If you activate this toggle switch, recorded working and travel times may be edited in the app.
Release Time Records manually If you activate this toggle switch, time records must be released manually in the app before synchronization.
Module Create Service Orders Activate this toggle switch to enable creating new service orders in the app.
Work Type for creation Specify the order type for new service orders created in the app.

You have successfully completed the general setup for the TRASER Mobile Service 365 app.

Setting up Checklists in Service Orders

To e.g. optimize maintenance processes, you can store checklists on service orders for the TRASER Mobile Service 365 app.

To do so, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the Service Orders page.
  • Open the desired service order or create a new service order.
  • Navigate to the Lines FastTab.
  • Select Line > Worksheet from the menu bar.
  • The worksheet of the service order opens.
  • Click on Related > Checklists in the menu bar.
  • The Checklists page is displayed.
  • Click on New > New in the menu bar to store a checklist.
  • Select a Checklist Template and confirm your selection with OK.
  • Click on OK. Optionally, you can now display the checklist directly.

You have successfully stored a checklist on a service order for TRASER Mobile Service 365. More information on the general setup of checklists can be found under Checklists. More information on automatic checklists for service orders can be found here.

Repair Status Setup

In order to use repair statuses in TRASER Mobile Service 365, they must first be set up for the app during Repair Status Setup in TRASER DMS 365.

To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Repair Status Setup page in TRASER DMS 365.
  • Select the checkbox in the Relevant for Service column for a repair status that shall be visible and selectable in the app.
  • Repeat this step for all repair statuses relevant for service.
  • Select the checkbox in the Relevant for Servicesync column, if a service order with this repair status shall no longer be displayed in the app after the next synchronization.

Important!

Please consider that selecting both checkboxes can bypass the mandatory field check when Finishing Worksheets.

You have successfully made the necessary settings for using repair statuses relevant for service in TRASER Mobile Service 365. More information on the general setup of repair statuses can be found under Repair Status Setup.

Setting up Resources

In order to use resources in TRASER Mobile Service 365, they must first be defined as Relevant for Service in TRASER DMS 365. This applies to the resource types Person (e.g. technicians) as well as Machine (e.g. service vehicles, consumables or travel allowances).

To set up a resource for use in the app, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Resources page in TRASER DMS 365.
  • Open the resource you want to set up for use in the app.
  • In the General FastTab, activate the toggle switch Relevant for Service.
  • Repeat these steps for all relevant resources.

Note

If a resource has not been set up correctly in TRASER DMS 365, an error message is displayed when adding the resource to a service order in the TRASER Mobile Service 365 app.

You have successfully made the necessary settings for using resources relevant for service in TRASER Mobile Service 365.