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.


Standard procedure

1. Go to Work order project planning > Setup > Tasks.
2. In the list, find and select the desired task.
3. In the Task category field, select an option.
4. In the Task group field, enter or select a value.
5. 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.

6. In the Object available status field, select an option.
 

Note: If a Business object availability change of status is not required skip the step.

7. 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.

8. Select Yes in the Auto schedule linked resources field.
 

Note: If auto-schedule of linked resources is not required skip the step.

9. Select Yes in the Resource required field.
 

Note: If resources are not required skip the step.

10. Select Yes in the Synchronize quantity field.
 

Note: If quantity synchronization is not required skip the step.

11. Select Yes in the Auto generate hour journal field.
 

Note: If Auto generate of hour journal is not required skip the step.

12. Click Save.
Related to Notes

Create and maintain tasks

 

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