Using the Copy Task List window, you can create a new task list by copying an existing active task list. You can use task lists, contract task lists, service call task lists, or quote task lists to create any other type of task lists. You can use the Copy Task List utility at Microsoft Dynamics GP > Tools > Utilities > Service Manager > Copy Task List to copy task lists from one record to another. When it is more convenient, you can also copy the task list directly from the record.
Only active task lists can be copied. Task lists that have been marked inactive cannot be copied. If a task list has any inactive task codes, only the active task codes will be copied to the new task list.
Any task list can be copied over to create a new task list for a service call, quote, or maintenance contract.
To copy a task list:
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In the Copy Task List window, complete the following fields, as necessary.SourceSelect 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:The Location ID and Equipment ID default from the records you select. 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.
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Select Copy.