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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 choose 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.
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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
To make unique modifications to a task code for an individual service call, maintenance contract, or quote, you can access the Task Code Setup window through those task windows or anywhere the Task Code ID zoom is available.
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The Task Code setup window can be accessed through a variety of other windows. When you open the Task Code Setup window by zooming from a record such as a maintenance contract, quote, or service call, changes made to a task code will be unique to that record.
However, when task codes are created from the Task Code Setup window, 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.
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