Copying a Quote Task List

You can create a quote task list by copying an existing one using the Copy Task List window. You can copy task lists, contract task lists, service call task lists, and quote task lists to create a new quote task list.

1. Choose Cards > Service Management > Service Manager.
2. Select a customer that has a contract quote and choose the Quote indicator.
3. Choose Coverage.
4. Choose Task List. The Copy Task List window opens.
5. Complete the following fields, as necessary.
   • Source
     Choose 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
     If the source is a contract task list, choose a Customer ID and Contract Number. If the source is a service call task list, choose a Service Call ID. It is not necessary to choose a Customer ID first unless you want to filter the service calls in the lookup data. If the source is a quote task list, choose a Customer ID and Quote Number. The Location ID and Equipment ID default from the records you choose.
   • Task List ID / Contract Task List ID / Service Call Task List ID / Quote Task List ID
     Choose the source task list that you are copying, depending on which source type you have selected.
   • Protected List
     This checkbox pertains to the task list you chose and is display-only on this window.
   • New
     The type of task list you are creating. Since we opened the Copy Task List window from the Quote Coverage window, Quote Task List ID defaults as the new task list type.
   • Customer ID, Location ID, Quote Number
     Customer, location, and service call information defaults for the new task list.
   • Equipment ID, Quote Task List ID, Description, Task List Type
     Complete these fields for the new quote task list.
   • Start Task Schedule based on first available service date
     Mark this checkbox if you want the maintenance tasks on a contract to be scheduled on the first available service call date, regardless of the task's schedule. This checkbox is enabled only for 2, 3, 4, or 6-month tasks.
   • Control Frequency and Schedule
     Choose 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.
6. Choose Copy.