Printing the Scheduled Maintenance Report

One of the primary benefits of task lists is to help technicians execute all tasks and log their progress during a service call. The Scheduled Maintenance Report can be printed out and given to technicians before dispatching and scheduling their service calls. This will serve as a quick reference for service call information as well as the task list itself.

• Printing this report for a maintenance contract will show all MCC calls that are assigned for the contract. To print this report from the Maintenance Contract window, select Print > Tasking. This opens the Maintenance Tasking window. Select the month and year and select Print. Printing the report from here will automatically filter data so only MCC calls from that contract will display on the report.
• Open the Maintenance Tasking window directly to print the Scheduled Maintenance report. From here you can filter by date, customer, or technician ranges. You can also print the report for all MCC calls generated in a specific month. Select Microsoft Dynamics GP > Tools > Routines > Service Management > Maintenance Contract > Create MCC Calls. Select your filter data, then select Print. You can print this report for a single service call if it is an MCC call with attached tasks.
• From the Service Call window, select Print > Tasking Report. (If the call is not an MCC call, you will not see "Tasking" as a report that is available to print from the print menu. However, you can print the Work Order 4 to print a list of tasks and subtasks for non-MCC calls.)