Task Management Setup Options
Modified on Wed, 10 Aug 2016 08:46 by tpaeglis — Categorized as: Setup Options, Task Management
Setup Options & Definitions
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ALLOWOVERLAP
- Disables the schedule conflict message received when assigning/scheduling a task that will overlap with an existing scheduled task.
ALLOWTASKQUOTE
- ALLOWTASKQUOTE
ALTPROBCODE
- Allows the user to edit the description of the Standard Task used in the Task Entry Screen.
CHTSKPOLNK
- Checks for Linked Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task.
COLORBYDEPT
- Color codes tasks by Department instead of by Priority. The Department Color Picker (Maintain >> Task Management >> Dept Color Picker) may be used to determine the color coding.
EDITPROJNOTE
- If enabled, then the project note can be edited from the grid. The project is updated on lost focus on the note field in the grid.
HIDECOMP
- Hide Completed option on Schedule screen also hides the completed tasks for today.
MILTIME
- Uses Military Time throughout the system.
NEWLOOKUP
- NEWLOOKUP
NEWMSNNUM
- If set, then map project drop folders to Project Number instead of Project ID.
QSUPHIDE1
- If enabled, hide contact, contract and status fields from Quick Task screen.
QSUPNOTASKPFIX
- Option to exclude Standard Task code from Task title when created from Quick Support screen.
QTNOSHOWCOMP
- Option to suppress task complete popup. Don't blank out date after save. Refresh Daily View Screen if active.
QTREQPROJ
- Option to Make Project Required. Quick Time Entry already has option (QTREQPROJ). Added to Quick Support II
QTYONTASK
- If enbabled, then display quantity fields on Task Entry screen. Otherwise, hide quantity fields and remove from tab order.
REQCOMPSVRORD
- Require completed Service Order to Bill.
REQCONTRACT
- Require Contract on Task Entry.
REQDEPT
- Require Department for Task Entry.
REQPROBCODE
- Require Standard Task on Task Entry.
REQRESOURCE
- When enabled, requires a resource to be specfied in Task Assignment area before the Task can be saved.
REQWORKCAT
- Require Work Category on Task.
RTGRIDMATERIAL
- Adds a 'Has Material' checkbox to the Task Grid which displays a check if material has been added to the service order.
RTGRIDPOLIST
- If set, populate new POLIST column with linked PO Numbers on Task Grid.
RTGRIDTOTAL
- Adds Labor Time, Equipment Time, and Total Time (Lab+Equip) columns to the Task Grid.
RTGRIDTOTALDUR
- Add TotalDur Column to Task Grid. Sum of all durations for a given task. Filled Out if RTGRIDTOTALDUR is enabled (CID option).
SCHEDCONFMOVE
- SCHEDCONFMOVE
SCHEDMONTHLY
- Opens schedule screen in monthly view.
SCHEDMULTI
- Opens schedule screen in multi-stack view.
SCHEDPROFESSION
- Show vcontact.profession underneath Resource Name on Schedule screen. If set, append profession from contact screen to end of current resource name, hours string.
SCHEDPROJID
- Displays ProjID as first characters on task bar (instead of shortcust). Option to set bartext to projjid instead of shortcust.
SCHEDSHOWSHIP
- Option to show ShipTo Company Name in time bars instead of SoldTo names.
SCHEDSTARTFIRST
- SCHEDSTARTFIRST
SCHEDWEEKLY
- Opens schedule screen in weekly view.
SCHNOW
- Schedule Task at Current Time.
SCHSHOWDT
- Shows estimated drive time on Schedule screen.
SHOWHOURBAR
- SHOWHOURBAR
SHOWWARNING
- Automatically displays any warning notes attached to the organization when entering SO/PO/TASK/etc.
SOLDTOZONE
- When enabled, Zone is pulled from the SoldTo (District) record rather than the ShipTo (Location) in the Task Entry screen, Reinspection screen, tapping screen, and the Work Order Generator.
TASKBLANKPO
- Clears out Customer PO field on original task when using the Recurring Task Generator.
TASKCHECKADUP
- TASKCHECKADUP
TASKCHECKCOMP
- If there is no time entry(labor,material,equip), give warning to user.
TASKDEFWORKING
- Prints the Working Form of a Task by default.
TASKDUEAT5
- If set, duedate will be set to 5pm for route generated tasks.
TASKHIDEECRB
- If set, then hide the ECR button.
TASKIGNOREZONE
- Ignores the Zone Resource attribute restriction (this requires the resource to have the same zone as the task).
TASKLOCKTASK
- If set then task field is locked during edit. When enabled, do not allow editing of the Task field after task has been saved.
TASKMATCHSHIP
- If set, and one of the allowed billto's matches the shipto, then use that billto
TASKNEWSEQ
- Uses the TASK counter in CID Maintenance instead of the SONO counter.
TASKNEWWO
- Option to disable Select WO combo box and button (Always create a new one) CID option is TASKNEWWO
TASKNODEPTLINK
- Any Department can perform any Standard Task; there is no required link between the two.
TASKOLDMA
- Option to make task screen work in old simple mode (3 fields for manual address, no special shipto needed).
TASKPLOCK
- Enables the Lock checkbox on the Material tab of the Task Entry screen. The Lock checkbox is used to bypass the pricing program in Adjutant.
TASKPRICE
- Enables the Price field on the Material tab of the Task Entry screen. Users can edit this field when this setup option is selected.
TASKQUESTBIG
- User Defined Questions on tasks are popped up in new window when task is entered.
TASKREQZONE
- Requires the Zone field to be filled out before saving task.
TASKSKIPCPO
- Disables the Customer PO# field on the Task Entry Screen.
TASKSKIPDAYS
- When creating a new assignment for a task, the day after the last assignment is used as the default schedule date.
TASKTASKCR
- If set and the standard task is changed during edit, generate a new CR event.
TASTMETERREAD
- TASTMETERREAD
TGSOLCODE
- TGSOLCODE
TSFORCESPELL
- Forces a spell checks on time entries.
TSLOCK
- If enabled, and REQCOMPSVRORD (Complete Required before billing) is enabled, once task is billed, it cannot be unlocked.
UPDATEDUE
- Ask to Update Due Date on Task.
VERBROSE
- Turns on the Verbose Checker on Time entry.
VTIMECLOCK
- Virtual Timeclock on Schedule if Resource name is double