Work Tasks |
The Work Tasks tab enables you to add and order work tasks for a work project type.
The field in the top section of this tab defines the data that displays.
Work project type ID
Identifier of the work project type currently selected in the grid or that you are inserting or editing. The application assigns the ID; this field is display only.
Data in the fields on the bottom section of this tab enable you to create a timeline for the work project. Unless otherwise indicated, these fields are optional.
Delete
If this field has a check, the entire row is deleted when you click Save.
Line number
Line number. Defaults to 0. This field is required.
Line description
Displays the description of the line from the Project Lines tab for more information while working with lines. This field is display only.
Task ID
Enter a task ID. Use this field to link a task to a project. This field has a list box. This field is required.
If an account ID is entered for the line, the task IDs that display are only those associated with the account. If there are no associated task IDs listed for the account, all active tasks that support that account will display. This does not include accounts that have the Enforce task restrictions for this account option enabled on the Tasks tab of the Accounts Primary Information screen.
Work accomplished code
Identifier of the work accomplished code. This field has a list box.
Work accomplished codes and their descriptions are defined on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen.
Repair reason
Identifier of the reason for the repair. This field has a list box.
Work class
Code that specifies a work class for the task. This field is optional. Work classes are defined on the Data -> Shop Activity -> Setup -> Work Classes screen. This field has a list box.
Account ID
The account used for the task. This field has a list box.
If a task ID is entered for the line, the account IDs that display are only those associated with the task. If there is no associated account ID listed for the task, all active accounts that support that task will display.
Financial project code
The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets.
Priority ID
The priority code used for the task. This field has a list box.
Task order
The order of the tasks to be completed. This entry must be greater than or equal to zero. This field is required.
Travel time
The amount of time for travel for the task.
Location ID
The location of the task. This field has a list box.
Update PM schedule
Select YES or NO to update the PM schedule when updates are saved or not. This field has a list box.
No parts needed
Check this checkbox if not parts are needed for the task.
Comments
Comments can be entered and viewed in this column.
Post standard parts to task
The action performed when you process information on this screen depends on whether there is a check in the Post standard parts to tasks generates part request field on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
If the field has a check, parts requests are automatically generated for the parts associated with each task in the standard job to the work order. The parts are automatically requested from the default parts issue location (determined by the first part of the work order ID).
If the field is blank, the part is issued to the work order without a parts request being generated.