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1. Open the Task Code Setup window.
2. If you are defining materials for a task, use the Task Materials button to open the Contract Task Code Materials window. If you are defining materials for a subtask, select the Subtask tab, then use the Task Materials button to open the Task Code Materials window.

3. Under Filter by, select a filtering method to determine which items display for inclusion with this task code. You can filter by Item Number, Description or Type.

   Note
   When you select a filter, the Items Available area populates accordingly.

   Types include:

   • Sales Inventory
   • Discontinued
   • Kit
   • Misc charges
   • Services
   • Flat Fee
4. Filter the list by Site ID, if necessary, or include ALL sites (default).
5. After filtering, choose Redisplay. The list will refresh per the filters you selected.
6. To include an item, select an available item and choose Insert >>. The item moves to the Current Task Items area. Repeat this step for other items to include:
   • To change the quantity of an item needed for a task, select the Quantity field beside the item in the Current Task Items list. When the cursor appears, delete the current item quantity and enter a new value.
   • To mark an item as required for the task or subtask, mark the Required check box checkbox. Materials that are required will appear on the printed tasking report so that the technician can gather all materials before the appointment. An item that is not marked as required will appear on the list as a recommended item. The technician will know to bring the item to the appointment if it is available, but that the service could be performed even if the item is not available.
   • To include non-inventory items, choose the Insert Non-Inventory Item button, enter an item, then choose OK.
   • To remove all items from inclusion, choose << Remove All.
   If additional materials are needed for a service call, in addition to those inherently required by a task or subtask, you can add materials unique to the service call using the same process in the Service Call Tasks window.

Rolling down task code materials

Roll down task code materials if you would like equipment to remain assigned to a task code in all contracts, service calls, or quotes.

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