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Task Codes and Task Lists can now be marked inactive at the "master" level while maintaining historical entity record integrity. Inactivating a Task Code

codes are inactivated at the master level in the Task Code Setup window (Setup >Service Management > Lookup Setup > Tasks > Task Codes). Task lists are inactivated at the master level in the Task List Setup window (Setup > Service Managementement > Lookup Setup > Tasks> Task Lists). 

• 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 and task lists 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 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 callsExisting contracts, quotes, calls, that have task codes or task lists, will not be affected by a task code being marked inactive.
• When renewing a contract (single, master, or mass), users can print a new Inactive Task or Task List report prior to renewing. If the contract has tasks that include inactive tasks and/or task lists, this report is automatically generated as well so that users can fix the data (reactivate the task code/task list or remove the inactive task codes or lists from the contract).

Reports

The Maintenance Task Codes report has been updated to include an Inactive column to indicate inactive task codes.

We've added a new refrigerant equipment type of Refrigeration Equipment Type 6 for mid-size appliances (5 to 50 pounds), which is an EPA tracking requirement that does not require leak rate analysis.