Settings

Field Sales Application Settings

Dynamics Mobile Field Sales Application has a number of server-side settings, which allows the system administrator to tailor the behaviour of the mobile app in order for it to meet the organization's requirements.

Server-side Settings

Name

Value

Description

isSignatureRequired

true | false default: false

Displays the POD button on the Order, Invoice and Delivery Confirm Screen

isSnapshotAllowed

true | false default: false

Displays the POD button on the Order, Invoice and Delivery Confirm Screen

requireSignature

true | false default: false

Requires the user to provide signature on the Order, Invoice and Delivery Confirm Screen

requireSignature

true | false default: false

Requires the user to provide image on the Order, Invoice and Delivery Confirm Screen

isGeoFenceEnabled

true | false default: false

The mobile app will check if the customer is too far away during Visit Start. Works with setting geoFenceDistance

geoFenceDistance

number

default: 0

Defines the maximum distance in meters allowed from the customer address during Visit Start. Works when geoFenceDistance setting is true

itemSuggestionsCount

number

default: 5

Defines the maximum number of the suggested items list.

customerHistoryDocumentsCount

number

default: 30

Defines the maximum number of days to keep document history on the device. Affects the performance and the storage size of the device.

orderCreditLimitCheckDisabled

true | false

default: false

Value of true will disable the Credit Limit Check during New Order -e.g. the user will be able to create New Order regardless of the actual balance of the customer.

invoiceCreditLimitCheckDisabled

true | false

default: false

Value of true will disable the Credit Limit Check during New Sale - e.g. the user will be able to create New Sale regardless of the actual balance of the customer.

deliveryCreditLimitCheckDisabled

true | false

default: false

Value of true will disable the Credit Limit Check during Delivery -e.g. the user will be able to create Delivery regardless of the actual balance of the customer.

refreshInvOnStartRouteDisabled

true | false

default: false

Value of true will disable the automatic inventory refresh during Route Start. Consider setting checkInvOnStartRouteDisabled to true to skip the available inventory check, too.

checkInvOnStartRouteDisabled

true | false

default: false

Value of true will disable the check if here is inventory available in the app and will allow the user to Start the route without available inventory.

DeviceSetup Settings

Name

Value

Description

BackEndType

nav | ax | dms

determines the type of the backend

nav - the backend is Microsoft Dynamics NAV/BC

ax - the backend is Microsoft Dynamics AX2012/D365F&O dms - the backend is Dynamic Mobile Fleet/BizEs

VehicleNo

string

The vehicle number used for printing and displaying purposes

Currency

string

Default currency code used for printing and displaying purposes

SalespersonCode

string

The salesperson username in the backend used for printing and displaying purposes

SalespersonName

string

The salesperson full name used for printing and displaying purposes

SalespersonPhone

string

The salesperson phone number used for printing and displaying purposes

SupportPersonName

string

The full name of the support personnel used for printing and displaying purposes

InventSiteId

string

The unique identifier of the vehicle's inventory physical site according to the backend

InventLocationId

string

The unique identifier of the vehicle's inventory physical location according to the backend

InventWarehouseId

string

The unique identifier of the vehicle's inventory physical warehouse according to the backend

LoadSiteId

string

The unique identifier of the physical site according to the backend from which the vehicle loads inventory by default. Used in the LOAD feature

LoadLocationId

string

The unique identifier of the physical location according to the backend from which the vehicle loads inventory by default. Used in the LOAD feature

LoadWarehouseId

string

The unique identifier of the physical warehouse according to the backend from which the vehicle loads inventory by default. Used in the LOAD feature

UnloadSiteId

string

The unique identifier of the physical site according to the backend from which the vehicle unloads inventory by default. Used in the UNLOAD feature

UnloadLocationId

string

The unique identifier of the physical location according to the backend from which the vehicle unloads inventory by default. Used in the UNLOAD feature

UnloadWarehouseId

string

The unique identifier of the physical warehouse according to the backend from which the vehicle unloads inventory by default. Used in the UNLOAD feature