Kamar: Created page with "NOTOC ===Setup Options & Definitions=== '''ALLOWOVERLAP''' - Disables the schedule conflict message received when assigning/scheduling a task that will overlap with an ex..."

2024-09-30T20:50:20Z

Created page with "__NOTOC__ ===Setup Options & Definitions=== '''ALLOWOVERLAP''' - Disables the schedule conflict message received when assigning/scheduling a task that will overlap with an ex..."

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__NOTOC__
===Setup Options & Definitions===

'''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
[[Category:Task Management]]

Task Management Setup Options - Revision history

Kamar: Created page with "__NOTOC__ ===Setup Options & Definitions=== '''ALLOWOVERLAP''' - Disables the schedule conflict message received when assigning/scheduling a task that will overlap with an ex..."

Kamar: Created page with "NOTOC ===Setup Options & Definitions=== '''ALLOWOVERLAP''' - Disables the schedule conflict message received when assigning/scheduling a task that will overlap with an ex..."