...
Example You service two different air conditioning unit models, 101 and 202. Each model requires the same "Check Refrigerant" task to be performed. You may select to create two task codes, AC101-100 and AC202-100, where AC represents the equipment type (air conditioner), 101 and 202 represent the unit model numbers, and 100 represents the "Check Refrigerant" task. This way, all AC101 tasks and all AC 202 tasks are grouped together in lookups and can be easily selected for the specific model of each unit. This is only one example of how task codes can be organized. Likewise, you can also group task codes by task first, for example, 100-AC101 and 100-AC202. Find a method that works best for the way you want your task lists to be accessible.
| Table of Contents |
|---|
| Child pages (Children Display) |
|---|
...
To create or modify a task code throughout the system, use the Task Code Setup window in the Setup menu. Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Codes.
Using Task Code Setup
The Task Code Setup window is used to create new task codes or to edit existing task codes. This window can also be used to change task code information and add subtasks or task materials. You can also inactivate a task code from this window. The Task Code setup window can be accessed through a variety of other windows. When task codes are created, the new tasks appear throughout the system, regardless of how the window was opened. Modifications made to the task code from the setup menu will change the entire template, and the changes made to that task code will appear wherever it is used starting from the time it is modified.
| Scroll ignore |
|---|
Related topics: |
...