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• Service Call Task Codes
  Choose Cards > Service Management > Service Manager. Select a customer and choose New Call. On the Service Call window, use the Tasks button to open the Service Call Tasks window.
• Contract Task Maintenance
  Choose Cards > Service Management > Service Manager. Select a customer and choose Contract. Select a contract and choose Coverage. On the Contract Coverage window, use the Tasks button to open the Contract Task Maintenance window.
• Quote Task Maintenance
  If you are using the Maintenance Contract Quote module, choose Cards > Service Management > Service Manager. Select a customer and choose Quote. Select a quote and choose Coverage. In the Quote Coverage window, use the Tasks button to open the Quote Task Maintenance window. For more information on adding tasks to maintenance quotes, see the section Generating a maintenance contract quote.

Adding and deleting subtasks from a task code

Subtasks are a quick way to further define and breakdown a task. In the example below, "Check and Test all Safety Devices" is a task with three subtasks. The subtasks represent the various smaller steps that make up this task. The task and its subtasks will print on a report for the technician to bring to his appointment.
 
A subtask does not require estimated costs and billable amounts.

Adding a subtask to a task code

1. Open the Task Code Setup window from the quote, contract, or service call, or choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Codes.
2. Select a task code and choose Subtasks.
3. On the Subtasks window, choose Add.
4. Select an existing Subtask ID, or enter a new one.
5. Enter a Description for the subtask up to 60 characters in length. If your description is longer than one line, you can use the Duplicate button to add a duplicate subtask ID and continue the description text. You can also add the subtask multiple times using the Duplicate button.
6. If desired, enter any user-defined information for the subtask.
7. Choose Save.

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• To add materials to the subtask, highlight the Subtask ID and choose Task Material. Follow the steps for Assigning materials Materials to a taskTask.
• To change the display order of the subtasks in the Subtasks window, select a task and use the arrow buttons to move it up or down. When you have finished adding and editing subtasks, close the Sub tasks window. To save the changes, choose Save on the Task Code Setup window.

Deleting a subtask from a task code

1. On the Task Code Setup window, select the task code from which you are deleting a subtask.
2. Choose Subtasks.
3. Highlight the subtask that you wish to delete, then choose Delete. The subtask is removed from the list on the Subtasks window.
4. When you have finished removing subtasks from this list, close the window. To save the changes, choose Save on the Task Code Setup window.