Page History: Task Entry Screen
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Page Revision: Thu, 23 Oct 2008 15:43
The
Task Entry Screen is used to add, edit, and delete tasks (service orders). There are two sections in this screen. The bottom section contains detailed information about the task entered in the top section. The icons, fields, buttons, and tabs in this screen are described below.
If this service order is to be billed as a $0 charge, check the NonBill box BEFORE you enter any information. Clicking it after you enter any information will erase everything you have entered.
Open/Completed Tasks - Left click to view all open/active tasks for the organization. Right click to view all completed tasks for the organization.
Customer (Sold To): The customer this task is being performed for. Click on the Customer link to go to the Organization Screen for the information regarding this organization. Only the organizations assigned with a Sold To attribute will be available for selection.
Bill To: This is where the invoice is sent. Click the Bill To link to go to the Organization Screen for the information regarding this organization. Only the organizations assigned with a Bill To attribute will be available for selection.
Location: The specific location the task will be performed. Click on the Location link to go to the Organization Screen for the information regarding this organization. Only the organizations assigned with a Ship To attribute will be available for selection.
Override this location by checking the box labeled MA (Manual Address). This will allow you to manually enter another address. This is useful for places that have no physical address. For example, you could enter the address as: The corner of Main St. and 5th Ave.You may also designate the work to be performed in-house by checking the box labeled IH (In-House Work). This labels the work to be performed in-house in the Schedule Screen.Dept: The department of work. Selecting a Dept will filter out the Standard Tasks/Trouble Codes that are not assigned to the selected department.
Departments may be added/edited/deleted in the Rules area of Adjutant by selecting Department from the drop-down menu.
Task/Trouble Code: The name of the task. Standard tasks are available in the drop-down menu. Standard tasks may be added/edited/deleted in the Standard Task Screen.
If you select a standard task, some of the fields will be automatically populated.Contract #: The applicable contract for this task. This is used to apply the correct billing rate. Click the hotlink to view the Contract Master for this contract.
Contact: The contact for this task. Contacts listed for the selected organization and your organization are available in the drop-down menu. Left-click the Contact link to go to the People Screen and add a contact. Right-click the Contact link to refresh the list of contacts in the drop-down menu.
Asset ID: The asset being worked on for this task. This ID is a specific item #, but not a specific serial # for the item. Click the Asset ID link to go to the
Asset Information Screen. Assets may be added/edited/deleted in the
Asset Information Screen.
Only the assets assigned to the organization listed in the Location field will appear in the drop-down menu.Project: If this task is part of a project, select the appropriate project from the drop-down menu. Projects are created in the
Project Control Screen under the Master tab.
Phase: If this task is part of a phase, select the appropriate phase from the drop-down menu. Phases are created in the
Project Control Screen under the Phases tab.
WO #: If this task is part of another work order, select the appropriate work order from the drop-down menu. If it is a new work order, click the
New icon or type an 'N' on your keyboardArea.
Priority: The priority of work to be performed.
Task Priorities may be added/edited/deleted in the Rules area of Adjutant by selecting Task Priority Codes from the drop-down menu. Click here for a screen shot.
Category: The category of work to be performed. This category is used to sort invoices/statements. Work Categories may be added/edited/deleted in the Rules area of Adjutant by selecting Task Work Type Categories from the drop-down menu.
Area: The zone/region/area the work will be performed in. Check the box next to the field to allow all areas. Zones may be added/edited/deleted in the Rules area of Adjutant by selecting Zones from the drop-down menu.
Private: Check this box if this is an internal, private task. All other users (except your supervisors) will see the task description as "BLOCKED."
Hold: Check this box to block any posting of time or materials to the service order.
PO #: If there is a purchase order associated with this task, enter it here. This is only a reference field, it does not affect anything inside the system.
Check the box labeled Hold (on the right side of the screen) to block the posting of time or materials to the task.Once you enter all of the correct task details in the top portion of the screen, click Save and move to the bottom portion of the screen.
