Adding a Task to a Part Number

Updated by Cheryl Wallace

  1. Look up the part number under Inventory > Part Numbers.
  2. Select the Tasks tab.
  3. Click  above the Task grid. The list of tasks with frequency and meters is displayed.
  4. Double-click the Task, or select a task and click Select, to add it to the service requirements.
  5. Click  in the edit tool bar to save the service task.
To remove a task, select it and click  in the grid. Removing a task from a Part Number removes it for all associated serialized items. Items' Service History will not be affected. Tasks cannot be removed if there is a pending open work order for the item.

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