Setting Up Tasks in Service Management

You can automatically update equipment records in Equipment Management upon completing a task in Service Management. To do this, you associate Service Management tasks with a unit of measure and then use that task on a service call. If a numeric task response is entered in the Service Call Tasks window and the service call is linked to an equipment record in Equipment Management, and the task assigned to the unit of measure and equipment record matches, an operating log will automatically be created. The operating log will automatically update the Usage Life to Date field in the Equipment Manager window. See Completing the service tab and Viewing the operating log tab in the Equipment Management User Manual. The task response feature is an optional feature in Service Management.

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

Assigning Tasks to a Unit of Measure

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Units of Measure.
2. Select a unit of measure.
3. Use the Tasks button to open the U of M Task Assignment window.
4. Use the lookup in the Task Code field to select a task code.
5. Enter the task response number (1-9).
6. Select OK.

Setting a Response Type on the Task Code

See Creating task codes in the Service Management documentation. The task code must have a response type of integer. Equipment Management uses the amount entered in the first field to create the operating log.