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Setting Up a Default Task Status
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Setting Up a Default Task Status

Owned by Kimberly Onnen
Feb 01, 2024

Before a Call Status can be changed to COMPLETE, the status of all tasks attached to an appointment must be marked as COMPLETE, SKIPPED, or N/A. Use the Service Call Tasks window to update the task statuses. If any task status remains set to OPEN, a warning message will appear when you attempt to complete the call. 

In addition, a default Task Status must be selected in Service Options, to create MCC calls.

Select Microsoft Dynamics GP > Tools > Service Management > Module Setup > Service Options. Select a default Task Status. This status will be automatically selected for tasks when they are added to appointments.

Although setting the default task status to COMPLETE or N/A will save data entry time, it is recommended the default task status is OPEN to assure that all tasks have been completed before setting the call status to COMPLETE.