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1. Choose Microsoft Dynamics GP > Tools > Setup > Equipment > Rental > Agreement Types.
2. Complete the following fields.
   • Agreement Type ID
     Enter an agreement type ID.
   • Description
     Enter a description.
   • Next Agreement Number
     Enter the next agreement number for this agreement type.
   • Re-Use Agreement Numbers
     Mark this check box if you want to reuse unused document numbers.
   • Rent To Type
     Choose whether you want to associate this agreement type with a job or with a customer.
   • Invoice Type ID
     Choose the type of invoice this agreement will use.
   • On Rental Default Service Call Type
     Choose one rental service call type to be associated with the agreement type. Service call types are set up in Service Management.
   • On Rental Default Service Division
     Choose an on rental service call division to be associated with the agreement type.
   • Off Rental Default Service Call Type
     Choose an off rental service call type to be associated with the agreement type. Service call types are set up in Service Management.
   • Off Rental Default Service Division
     Choose an off rental service call division to be associated with the agreement type.
   • Branch
     Enter the default branch for this agreement type.
   • Default Price Level
     Enter the default price level for this agreement type.
   • Default Payment Terms
     Enter a default payment terms category associated with this type of agreement. Payment terms are set up in Microsoft Dynamics GP.
   • Default Job Category (transport)
     Enter a default job category for transporting equipment associated with this type of agreement. Job categories are set up on the Transport Job Category Setup window.
   • Default Pricing Template
     Enter a price template to default for this agreement type. Price templates are set up on the Rental Price Template Setup window.
   • Default Invoicing Frequency
     Enter an invoicing frequency to associate with this agreement type. Invoicing frequencies are set up on the Rental Invoicing Frequency Setup window.
   • Originating Site ID
     Enter an originating site for equipment associated with this type of agreement. These sites are set up on the Site Maintenance window and used primarily if you want to track what is in inventory.
   • Rental Site ID
     Enter a rental site for equipment associated with this type of agreement. These sites are set up on the Site Maintenance window and used primarily if you want to track what is on rent.
   • Allow Roll Forward
     Mark this check box to let the system automatically adjust the invoicing frequency if the rental period lasts longer than expected. When you mark this check box, additional invoicing frequency fields are enabled, which allow you to view and/or adjust the frequencies. The following check box is also enabled:
   • Auto Adjust Rates
     Mark this check box if you do not want to credit back the customer if the new rate is cheaper than the cost of the rental at the previous rate.
3. Choose Save.

For information on setting up default accounts, see Setting up distribution default groups.

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Setting up global rental parameters

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