Driver
How to use Driver in Vehicles & Fleet Operations: access, working steps, fields, related records and troubleshooting.
Purpose and access
Register the vehicle and operating details, maintain assigned drivers, and capture fuel, service and expense activity. Review operational logs together with maintenance and logistics records for the same vehicle.
This page is a record page in Fleet Management → Vehicles & Fleet Operations. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Full Name, Status.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Driver from Fleet Management → Vehicles & Fleet Operations, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Full Namefull_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Statusstatus | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Transportertransporter | Link Optional | Applicable for external driver Linked record: Supplier |
Employeeemployee | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Cellphone Numbercell_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Addressaddress | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Useruser | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
License Numberlicense_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Issuing Dateissuing_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Expiry Dateexpiry_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Driving License Categorydriving_license_category | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Driving License Category |
Child tables
Driving License Category — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Driver licence classclass | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Descriptiondescription | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Issuing Dateissuing_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Expiry Dateexpiry_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.