What's New

In Service Management, task codes and task lists can now be marked inactive at the setup level while maintaining historical entity record integrity. Task codes are inactivated at the setup level in the Task Code Setup window (Setup >Service Management > Lookup Setup > Tasks > Task Codes). Task lists are inactivated in the Task List Setup window (Setup > Service Management > Lookup Setup > Tasks> Task Lists).

This affects Equipment Management with the following:

• Inactive task codes and task lists are filtered out from displaying in any lookup.
• Existing scheduled maintenance that has task codes or task lists will not be affected by a task code or task list being marked inactive.
• When creating a service call from the On Rental Entry and/or the Rental Agreement Line Entry windows, only active task codes in the Equipment Model task list are added to the service call. (This task list is assigned to the equipment model in the Equipment Model Maintenance window.)
• When processing scheduled maintenance to create a service call, only active task codes assigned in the Scheduled Maintenance Type Setup window are added to the service call.