Adding Subtasks to a Task Code

Subtasks are a way to further define the steps of completing a task. For example, a task described as "Inspect Controls" may have subtasks such as "Inspect control wiring," "Check for proper operation," and "Record all readings." These subtasks represent the various steps that must be taken to complete the task. Subtasks can be added from the Task Code Setup window at Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Codes. If you wish to add subtasks to a task only for a specific call, contract, or quote, you can make changes by opening the task code setup window from the task maintenance window:

• Service Call Task Codes
  Select Cards > Service Management > Service Manager. Select a customer and select New Call. On the Service Call window, use the Tasks button to open the Service Call Tasks window.
• Contract Task Maintenance
  Select Cards > Service Management > Service Manager. Select a customer and select Contract. Select a contract and select Coverage. On the Contract Coverage window, use the Tasks button to open the Contract Task Maintenance window.
• Quote Task Maintenance
  If you are using the Maintenance Contract Quote module, select Cards > Service Management > Service Manager. Select a customer and select Quote. Select a quote and select Coverage. In the Quote Coverage window, use the Tasks button to open the Quote Task Maintenance window. For more information on adding tasks to maintenance quotes, see the section Generating a maintenance contract quote.

Adding and Deleting Subtasks from a Task Code

Subtasks are a quick way to further define and break down a task. In the example below, "Check and Test all Safety Devices" is a task with three subtasks. The subtasks represent the various smaller steps that make up this task. The task and its subtasks will print on a report for the technician to bring to his appointment.

Example:

Check & Test all Safety Devices

• Check the safety switch
• Replace safety switch
• Retest the safety switch

A subtask does not require estimated costs and billable amounts.

Adding a Subtask to a Task Code

1. Open the Task Code Setup window from the quote, contract, or service call, or select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Codes.
2. Select a task code and select Subtasks.
3. On the Subtasks window, select Add.
4. Select an existing Subtask ID, or enter a new one.
5. Enter a Description for the subtask up to 60 characters in length. If your description is longer than one line, you can use the Duplicate button to add a duplicate subtask ID and continue the description text. You can also add the subtask multiple times using the Duplicate button.
6. If desired, enter any user-defined information for the subtask.
7. Select Save.

The new subtask is added to the list on the Subtasks window. Once the subtask is added, you can add materials to the subtask or change the order in which a subtask displays.

• To add materials to the subtask, highlight the Subtask ID and select Task Material. Follow the steps for Assigning Materials to a Task.
• To change the display order of the subtasks in the Subtasks window, select a task and use the arrow buttons to move it up or down. When you have finished adding and editing subtasks, close the Sub tasks window. To save the changes, select Save on the Task Code Setup window.

Deleting a Subtask from a Task Code

1. On the Task Code Setup window, select the task code from which you are deleting a subtask.
2. Select Subtasks.
3. Highlight the subtask that you wish to delete, then select Delete. The subtask is removed from the list on the Subtasks window.
4. When you have finished removing subtasks from this list, close the window. To save the changes, select Save on the Task Code Setup window.