Page Comparison

...

1. Choose Microsoft Dynamics GP > Tools > Setup > Equipment > Rental > Rental Setup.
2. Complete the following fields.
   • Next Booking Number
     Enter the next booking document number to default on your agreements. Mark the Re-use check box to re-use any unused document numbers.
   • Next Agreement Number
     Enter the next agreement document number to default on your agreements. Mark the Re-use check box to re-use any unused document numbers.

   • Next Invoice Number
     Enter the next invoice document number to default on your agreements. Mark the Re-use check box to re-use any unused document numbers. 

     Note
     If you are using grouped invoicing, you must limit the Next Invoice Number to 10 characters due to the grouped invoice number utilizing 5 characters.  For example, a grouped invoice number would consist of the first 10 characters that you have determined "1234567890" with the addition of "-XXXXX". The X's represent sub-invoicing numbering.

     
     

   • Next Standdown Number
     Enter the next standdown document number to default on your agreements. Mark the Re-use check box to re-use any unused document numbers.
   • Next Off Rental Number
     Enter the next off rental document number to default on your agreements. Mark the Re-use check box to re-use any unused document numbers.
   • Next SOP Batch Number
     Enter the next SOP batch number to default on your agreements. Mark the Re-use check box to re-use any unused document numbers.
   • Next GL Batch Number
     Enter the next general ledger batch number to default on your agreements. Mark the Re-use check box to re-use any unused document numbers.
   • Default Booking Type
     Enter the booking type to default into your documents. Leave this blank if you want to enter this manually.
   • Default Agreement Type
     Enter the agreement type to default into your documents. Leave this blank if you want to enter this manually.
   • Default Invoicing Frequency
     Enter the invoicing frequency to default into your documents. Leave this blank if you want to enter this manually.
   • Default Price Level
     Enter the default price level.
   • Equipment - Multiple Reservations
     Choose whether to allow or not allow a piece of equipment to be on multiple agreements at the same time. You can also choose to receive a warning message if the equipment is already booked.
   • On Rental Default Service Call Type
     This field apply only to Service Management users.
   • On Rental Default Service Division
     This field apply only to Service Management users.
   • Off Rental Default Service Call Type
     This field apply only to Service Management users.
   • Off Rental Default Service Division
     This field apply only to Service Management users.
   • Action Taken Upon Booking Deletion
     Choose the action when a booking is deleted.
   • Action Taken Upon Agreement Deletion
     Choose the action when an agreement is deleted.
   • Action Taken Upon Invoice Deletion
     Choose the action when an invoice is deleted.
   • Tax Source
     Enter the tax source for rental rates, insurance rates, overages, and markdowns. These are used to calculate taxes on agreements.
   • Tax Schedule ID
     Enter the tax schedule ID for rental rates, insurance rates, overages, and markdowns. These are used to calculate taxes on agreements.
   • Use Receivables Management Posting
     Mark this check box to post rental invoices through Receivables Management (RM) instead of Sales Order Processing (SOP). Unchecked, the batch will be in the Rental Invoice Batch Entry.
   • Use Time Entry Fields
     Mark this check box if you want to be able to enter times in addition to dates on your agreements. Because the smallest rental U of M is a Day, entering times does not affect the rental. This feature is mostly reserved for future use.
   • Use Invoicing Date as the Invoice To Date
     Mark this check box to use the invoicing date as the next Invoice Date (Rental Invoice Entry window). Leave it blank, and the system will first check to see if invoicing frequency has been set to invoice in advance; if so, the date will be calculated accordingly; if not, the invoicing date will be used anyway.
   • Override Rolldown on Roll Forward
     Mark this check box if you want to enable the roll forward feature but not issue credits for past invoices that use the original billing rate.
   • Only Invoice Off Rental Agreement Lines
     Mark this check box to invoice only agreement lines that are not currently on rent.
   • Post Through GL for Rent To Job Invoices
     This check box is used only for "rent to job" agreement types. See Renting equipment to a job.
   • Weekend Days
     Mark the days to be considered weekend days. For information on setting up default accounts, see Setting up global distribution account defaults by branch and/or division.
3. Choose OK.

...