Task Codes and Task Lists can now be marked inactive at the "master" level while maintaining historical entity record integrity.
Inactivating a Task Code
- Task codes are inactivated at the master level in the Task Code Setup window (Setup >Service Management > Lookup Setup > Tasks > Task Codes).
- When a task code is marked inactive and already exists in a task list, the inactive task code is indicated with a red inactive indicator
. - Inactive task codes cannot be added to contracts, quotes, and/or service calls.
- If using hierarchy with task lists, if a parent task is inactive, child tasks are also inactive on the task list. (Hierarchy child tasks are not automatically inactivated at the master level.)
Inactivating .) a Task Lista Task List
- Task lists are inactivated at the master level in the Task List Setup window (Setup > Service Managementement > Lookup Setup > Tasks> Task Lists).
- An inactive task list cannot be added to contracts, quotes, and/or service calls.
