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.
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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.
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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
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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
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Business Intelligence

Last modified 3yr ago

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.