Copy task list

You can create a new task list by copying an existing one using the Copy Task List utility.

1. Choose Microsoft Dynamics GP > Tools > Utilities > Service Management > Copy Task List.
2. Complete the following fields:
   • Source
     Choose Task List ID, Contract Task List ID, Service Call Task List ID, or Quote Task List ID for the source task list.
   • Customer ID, Location ID, contract Number / Service Call ID / Quote Number, Equipment ID
     If the source is a contract task list, choose a Customer ID and Contract Number. If the source is a service call task list, choose a Service Call ID. It is not necessary to choose a Customer ID first unless you want to filter the service calls in the lookup data. If the source is a quote task list, choose a Customer ID and Quote Number. The Location ID and Equipment ID default from the records you choose.
   • Task List ID / Contract Task List ID / Service Call Task List ID / Quote Task List ID
     Choose the source task list that you are copying, depending on which source type you have selected.
   • Protected List
     This check box pertains to the task list you chose and is display-only on this window.
   • New
     Choose the task list type of the new task list.
   • Customer ID, Location ID, contract Number / Service Call ID / Quote Number, Equipment ID
     If you chose to create a new contract task list, service call task list, or quote task list, complete this information, as necessary.
   • Task List ID / Contract Task List ID / Service Call Task List ID / Quote Task List ID
     Enter an ID for the new task list. The field that appears depends on the task list type you chose in the New field.
   • Description
     Describe the new task list.
   • Task List Type
     Use this field to add additional information about a new contract task list or quote task list.
   • Start Task Schedule based on first available service date
     Mark this check box if you want the maintenance tasks on a contract to be scheduled on the first available service call date, regardless of the task's schedule. This check box is enabled only for 2, 3, 4, or 6-month tasks.
   • Control Frequency and Schedule
     Mark this check box to control the frequency and schedule of a contract or quote task list.
   • Frequency, Schedule
     If the above check box is marked, use the look ups to choose a frequency and schedule that will roll down to all tasks and subtasks associated with the new contract or quote task list.
3. Choose Copy.