Copy Task List

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

Select Microsoft Dynamics GP > Tools > Utilities > Service Management > Copy Task List.
Complete the following fields:
- Source
  Select 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, select a Customer ID and Contract Number. If the source is a service call task list, select a Service Call ID. It is not necessary to select a Customer ID first unless you want to filter the service calls in the lookup data. If the source is a quote task list, select a Customer ID and Quote Number. The Location ID and Equipment ID default from the records you select.
- Task List ID / Contract Task List ID / Service Call Task List ID / Quote Task List ID
  Select the source task list that you are copying, depending on which source type you have selected.
- Protected List
  This checkbox pertains to the task list you chose and is display-only on this window.
- New
  Select 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 checkbox 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 checkbox is enabled only for 2, 3, 4, or 6-month tasks.
- Control Frequency and Schedule
  Mark this checkbox to control the frequency and schedule of a contract or quote task list.
- Frequency, Schedule
  If the above checkbox is marked, use the lookups to select a frequency and schedule that will roll down to all tasks and subtasks associated with the new contract or quote task list.
Select Copy.