Creating a Quote Task List

When you create a quote task list, it is assigned to the maintenance contract quote. It cannot be used anywhere else.

Inactive task codes and task lists are filtered out from displaying in any lookup and cannot be assigned to any new contract, equipment, or service call. If a task list has any inactive task codes, only the active task codes will be assigned.

1. Select Cards > Service Management > Service Manager.
2. Select a customer that has a contract quote and select the Quote indicator.
3. Select Coverage.
4. Select Tasks.
5. Select an equipment record and zoom on the Quote Task List ID field. The Quote Task List Maintenance window opens.
6. Complete the following fields, as necessary.
   • Quote Task List ID, Description
     Enter an ID and description for the task list.
   • Task List Type
     Select the task list type.
   • System, Major, Sub 1 - Sub 4
     These fields are used when assigning maintenance tasks to pieces of equipment. This information is for reference and sorting only.
   • Control Frequency and Schedule
     Select whether to control the frequency and schedule of the tasks assigned to this list.
   • Frequency, Schedule
     If you mark the Control Frequency and Schedule checkbox, enter a frequency and schedule. The frequency and schedule you enter will roll down to all tasks on the list.
7. Select the Tasks button to open the Quote Task Maintenance window where you can add tasks to the newly created quote task list.
8. Select Redisplay.
9. Select a task code in the left scrolling window and select Insert >>.

When a task list is entered in the Quote Task Maintenance window Quote Task List ID field, only the tasks and subtasks making up the list display in the right scrolling window. Stand-alone tasks appear in the right scrolling window when the Quote Task List ID field is blank.