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You can add tasks and task lists from the Service Management task database to the maintenance type. If you don't have Service Management installed on your client, the Tasks button will be disabled.

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Scheduled Maintenance > Maintenance Types.
2. Select a maintenance type and select the Tasks button.

3. In the Task View window, you can use the lookup to select a task group ID. Once a task group is added to a maintenance type, you can add and remove tasks and task lists from the maintenance type. Changes do not roll down to other maintenance types using the same task group ID.

   • You can add more than one task group to a maintenance type. If you do, the system will ask how the additional tasks should be handled.

     • If you select Replace, all tasks and task lists are replaced with the new tasks and task lists.

     • If you select Add, all stand-alone tasks will be added. Stand-alone tasks can be added more than once.

   • If a task list

   doesn

   • :

     • Doesn't exist, it will be added.

   If it does

   • • Does exist, the system will compare the two lists and add only those tasks that don't appear on the existing list. The same task will not appear more than once on a task list.

     NoteIf you add a task list that doesn

   • • Doesn't have tasks, the task list will not appear in the Task View window.

4. Select OK.
5. You use the Copy button in the Scheduled Maintenance Type Setup window to create a new maintenance type based on an existing one. In the Copy Maintenance Type window, enter a new maintenance type ID and description. Select Copy.
6. Select Save in the Scheduled Maintenance Type Setup window.