You can configure several fields in the task setup under the Setup tab. Select a task category:
Standard: General task setup with full configuration.
Maintenance task: Shows related work order lines in the maintenance history of the business object.
Internal task: Used for internal work. Only allows resource planning. Posting status and rental transaction setup are not available. Task type must be Service.
Additional setup options:
Task group: Identifier used when creating a task.
Business object availability status setup: Updates the business object status based on the linked work order line status. For example, if the work order status is Released, the object becomes unavailable.
Auto schedule linked resources: Automatically schedules resources when a business object is linked to a rental or work order.
Synchronize quantity: Keeps order quantity and resource quantity in sync.
Auto generate hour journal: Automatically creates hour journal lines when planning tasks.
Resource required: Requires at least one assigned resource when the work order line status changes to Planned.
You can assign a work order line to a resource in the following ways:
Use the service or transport plan board.
Go to the work order line and select Work order line > Resource planning.
Steps
Go to Work order project planning > Setup > Tasks.
In the list, find and select the desired task.
In the Task category field, select an option.
In the Task group field, enter or select a value.
In the Object not available status field, select an option.
Note
If a Business object availability change of status is not required skip the step.
In the Object available status field, select an option.
Note
If a Business object availability change of status is not required skip the step.
Select Yes in the Object assignment via service plan board field.
Note
If a Business object assignment via Service Plan Board or Transport Plan Board is not required skip the step.
Assignment of a Business object can only be set to Yes for tasks with the category Standard.
Select Yes in the Auto schedule linked resources field.
Note
If auto-schedule of linked resources is not required skip the step.
Select Yes in the Resource required field.
Note
If resources are not required skip the step.
Select Yes in the Synchronize quantity field.
Note
If quantity synchronization is not required skip the step.
Select Yes in the Auto generate hour journal field.
Note
If Auto generate of hour journal is not required skip the step.
Click Save.