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1. Select Cards > Financial > Analysis Defaults.
2. Complete the following fields:
   • Account
     Enter an account number.
   • Analysis Group ID
     Select an analysis group. To ensure that the alternate Equipment Management window displays for account analysis allocation when you choose select the account analysis Account Analysis button from a transaction entry or inquiry window, one of the analysis groups must be the group for equipment. You may choose select an additional group if the account is relevant to rental or maintenance revenue/expenses. One account would not be relevant to both.
   • Quantities
     If you need to include quantities in account analysis, mark this checkbox. Generally, quantity is not relevant to equipment and rental analysis. You should include quantity (labor hours) for maintenance analysis.
   • Decimal Places
     Select the required number of decimal places from the drop-down.

   • Analysis Type
     Specify whether entering amounts against the analysis codes in this group during transaction entry is optional or required, and, if required, whether the amounts can be changed. The available analysis types are Optional, Required, Fixed, or None. Choosing Required is recommended to ensure that values relevant to the Profitability Analysis module are recorded appropriately. Analysis types of Fixed and None are not specifically relevant to Equipment Management; however, you may use None to prevent equipment posting from being directed to a specific account. 

     Note
     Every Equipment Management account must be set up for account analysis. This likely includes asset accounts for the cost of assets, depreciation, and loss or gain from sales.

3. Do not complete the bottom portion of the window.
4. Select Save.

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1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Profitability > Profitability Maintenance
2. Complete the following fields:
   • Cost Group
     Enter a Cost Group.
   • Cost Group Type
     Select a Cost Group Type from the drop-down. You should set up at least one cost group for each of the cost group types relevant to the modules you are using. You can only set up one cost group for each type. The cost group type determines which financial tab the cost categories appear on. Rental Income and Rental Expenses appear on the Rental Financial tab. Sales Income and Sales Expenses appear on the Sales Financial tab. Work Order Expenses appear on the Work Order Costs tab. Total Income and Total Expenses appear on the Total Financial tab. Work Order Income and Miscellaneous cost group types will appear on tabs in future releases.

   • Cost Category
     Enter cost categories. These are the labels that will appear on the financial tabs of the Equipment Manager. You can use the buttons to the right of the category descriptions to change the order in which the cost categories appear. The order here will determine the order in which the cost categories appear on the financial tabs of the Equipment Manager. 

     Note
     Cost category names must be unique across the system. You cannot use the same cost category name for two different cost groups. Category descriptions can be the same.

   • Category Description
     Enter a description for of the cost category.
   • Account Number
     With the cost category selected, use the lookup to choose select one or more accounts for the cost category. An account cannot appear twice within a cost group because this would lead to duplicate posted values.
   • Account Description
     The account description for the account number will display.
   • Cost Code
     For each account number, choose select one or more cost codes. Indicate the default cost code.
3. Select Save. You will be prompted to run a reconcile procedure.