Creating a new task code

Open the Task Code Setup window by choosing 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. Once you have opened and cleared the Task Code Setup window, you may enter the new Task Code information.
- Service Call Task Codes
  Choose Cards > Service Management > Service Manager. Select a customer, then choose History. Select a service call, then use the Tasks button to open the Service Call Tasks window. Use the Task button to open the Service Call Task Codes window. Choose Tasks and zoom on a task code to open Task Code Setup. Clear the window.
- Contract Task Maintenance
  Choose Cards > Service Management > Service Manager. Select a customer and choose Contract. Select a contract and use the Coverage button to open the Contract Coverage window. Use the Tasks button to open the Contract Task Maintenance window. Choose Tasks and zoom on a task code to open Task Code Setup. Clear the window.
- Quoted 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, then use the Coverage button to open the Quote Coverage window. Use the Tasks button to open the Quote Task Maintenance window. Choose Tasks and zoom on a task code to open Task Code Setup. Clear the window.
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.
- 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, choose the material kit/item and/or tool kit required to complete the task.
- Frequency
  You must use the lookup to choose an existing frequency for the task. The Standard Frequency list is built and maintained by Key2Act and cannot be edited.
- Suggested Schedule
  Use the lookup button to choose 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, choose the value that best describes this task code. This information is for reference and sorting. See About System, Major, Sub 1-4.
- Optional
  Mark this check box if the task is optional. This is for informational purposes only.
- Responses
  Choose 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.
Choose 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.