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Working with holiday standdowns involves the following:

Table of Contents

Step 1: Create holiday IDs for standdowns

  1. Choose Microsoft Dynamics GP > Tools > Setup > Equipment > Rental > Holidays.
  2. Complete the following fields:
    • Holiday ID
      Choose the holiday ID for which you want to create standdowns.
    • Description
      Enter a short description of the holiday.
    • Starting Date
      Enter the start date of the holiday.
    • Ending Date
      Enter the end date of the holiday.
    • Standdown Percent
      The percentage of the rental rate that is charged for this standdown period.
    • Reason ID
      Choose a reason ID.
    • Filter Type
      Choose Agreement Type or Customer ID. If you choose agreement type, standdowns will be created only for agreements with that agreement type. If you choose customer ID, standdowns will apply only for the customer that you choose.
    • Agreement Type
      If the filter type selected is agreement type, choose an agreement type.
    • Customer ID
      If the filter type selected is Customer ID, you must choose a customer ID.
  3. Choose Add. The standdown criteria you have selected appears in the lower portion of the window.You can continue to add additional criteria for the same holiday ID or choose Clear to clear the window and create a new holiday ID.

Step 2: Enabling holiday standdowns per agreement type or agreement

You can enable holiday standdowns by agreement type or individually per agreement.

Enabling holiday standdowns by agreement type

  1. Choose Microsoft Dynamics GP > Tools > Setup > Equipment > Rental> Agreement Types.
  2. Choose an agreement type.
  3. Mark the check boxcheckbox: Enable Holiday Standdowns.
  4. Choose Save.

Enabling holiday standdowns per agreement

  1. Choose Transactions > Equipment > Rental Agreement Entry.
  2. Choose an agreement.
  3. Choose Details.
  4. Mark the check boxcheckbox: Enable Holiday Standdowns.
  5. Save the agreement.

Step 3: Create the standdowns for agreements

You use the Process Holiday Standdowns routine to automatically create the standdown records for the agreements, based on the holidays/criteria you specified in the preceding section.

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