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1. Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Codes.
   You can also open Task Code Setup for an existing record from the following windows. If you've accessed the Task Code Setup window from another window, you will need to select Clear before you can create a new task code.
2. On the Task Code Setup window, complete the following fields, as necessary.
   • Task Code
     Enter a new task code. We recommend that you create a convention for naming your task codes. For example, if you plan to organize task lists by equipment type, you may name your task codes in a way that represents the equipment type, model, and task.

   • Inactive
     Mark to inactivate the task code. 

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     Setting up Maintenance Task Codes and Task Lists Setting up Maintenance Task Codes and Task Lists nopanel true

   • Task Description
     The Task Description describes the task and will appear on the printed task list for the technician. If you are using the tasking response module, you may want to enter the task description in the form of a question to elicit the correct response from the technician. For instance, instead of "Check Brakes," you might enter "Do brakes need repair or replacement?"If you are using the Yes/No response type for a task, note that the "Yes" response will be selected by default until the technician or other user changes it to "No."
   • Skill Level
     Tasks with a required skill level default to the technician assigned to that skill level at the location. See Creating location records.
   • Material Kit/Item and Tool Kit Required
     If applicable, select the material kit/item and/or tool kit required to complete the task.
   • Frequency
     You must use the lookup to select an existing frequency for the task. The Standard Frequency list is built and maintained by Key2Act WennSoft and cannot be edited.
   • Suggested Schedule
     Use the lookup button to select a schedule for the task. You can limit the schedules that appear in the lookup by specifying the task's frequency from the drop-down menu in the lookup window.
   • Estimated Costs, Estimated Billable
     Enter estimated costs and estimated billable amounts for each category. These are the expected costs and revenue per visit for performing the task.
   • Hours
     Enter the estimated hours per visit for each labor category. These estimates are used with the Maintenance Contract Quote module and the Service Call Quote module.
   • System, Major, Sub 1 - Sub 4
     In each field, select the value that best describes this task code. This information is for reference and sorting. See Setting up System, Major, Sub 1-4.
   • Optional
     Mark this checkbox if the task is optional. This is for informational purposes only.
   • Responses
     Select this button to open the Task Responses Setup window. See Assigning Responses and Response Types to a Task for detailed information on setting up responses.
3. Select Save. Your new task code appears in the list on the window you are working from, as well as all task code lists throughout the system.

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