There are several ways you can set up account distributions. When any of the following are set up, distributions will default into the header and lines of your agreements:

• Account distribution templatesDistribution Templates: Allow you to group and save account distributions by assigning a rental distribution ID.
• Account distribution defaultsDistribution Defaults: Allow you to assign default account distributions or link a distribution template to an equipment ID, category, model, and/or item number.
• Distribution default groupsDefault Groups: Allow you to assign default account distributions or link a distribution template to an agreement type or a renting branch and renting division.

How

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Account Distributions Fill Into the Agreement

When an agreement is first created, account distributions fill from either the distribution default group assigned to the agreement type or, if distributions are not set up per agreement type, from the global rental parameter setup.
Once an agreement line is created, the system uses the distribution default for the equipment ID, category, model, or item number. If a default has not been assigned, the initial distributions (from either the agreement type or general rental setup) will be retained.

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Setting

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Up Account Distribution Templates

Account distribution templates allow you to group account distributions by assigning Rental Distribution IDs. These are handy if the account distributions you use are consistent across your organization and only require minor adjustments at the agreement type or agreement line level.
Once an account distribution template is set up, you can assign it in these other setup windows:

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The Rental Distribution window populates with the new Rental Distribution ID record.

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Setting

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Up Account Distribution Defaults

You can set up default distributions to be associated with an equipment ID, category, model, and/or item number. You can select an account distribution template (Rental Distribution ID) to fill in, or manually select the accounts on the setup window.

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Rental > Distribution Defaults.
2. Select a radio button and select the Category, Model, Equipment ID or Item Number to which you wish to assign distributions.
3. Select a Rental Distribution ID from the lookup, or enter account distributions manually (see steps 3-7 under Setting up account distribution templatesUp Account Distribution Templates).

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1.  If Equipment ID, Category, or Model is selected, only Equipment accounts will fill in from the Rental Distribution ID. If Item Number is selected, only Non-Equipment accounts will display. 
2. When you're finished assigning distribution defaults, select OK.

Copying

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Account Distributions From One Equipment Entity to Another

To save time, you can copy account distribution defaults from one equipment ID/category/model to another equipment ID/category/model, or from one item number to another. You cannot copy from a category, model, or equipment ID to an item number, or vice versa. You can only copy from an item number to another item number.

1. On the Rental Distribution Default Setup window, select an Equipment ID, Category, Model or Item Number from which to copy.
2. Select Copy to open the Copy Distribution Default Setup window. You could have also left the Rental Distribution Default Setup window blank BEFORE choosing the Copy button. In this case, you would have to enter a From and To entity on the window below.
3. Complete the following fields. An indicates a required field:
   • Filter Type
     Select a type from which to copy (Category, Model, Equipment ID, Item Number).
   • Copy From
     Select a Category, Model, Equipment, or Item record from which to copy.
   • Filter Type
     Select a type to which to copy (Category, Model, Equipment ID, Item Number).
   • Copy To
     Select a Category, Model, Equipment, or Item record to which to copy.
4. Select Copy.

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Setting

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Up Distribution Default Groups

Setting Up Distribution Default Groups by Agreement Type

You can set up distribution default groups by agreement type or renting branch and renting division. You can select an account distribution template (Rental Distribution ID) to fill in, or manually select the accounts on the setup window.

1. Select Microsoft Dynamics GP > Tools > Setup > Equipment Management> Rental > Agreement Types.
2. Select an agreement type and select Accounts to open the Rental Agreement Type Account Setup window.
3. Enter a Renting Branch and/or Renting Division.
4. Select a Rental Distribution ID from the lookup, or enter account distributions manually (see steps 3-7 under Setting up account distribution templatesUp Account Distribution Templates).
5. When you are finished assigning distribution default groups, select Save.

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Setting

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Up Global Distribution Account Defaults by Branch and/or

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Division

You can set up account distributions by renting branch and renting division. You can select to use an account distribution template (Rental Distribution ID), or manually select the accounts on the setup window.

You may have already set up global distribution account defaults on the Rental Setup window during the agreement setup. See Set up global rental parametersUp Global Rental Parameters for more information on filling in the required fields on this window.

1. Select Microsoft Dynamics GP > Tools >Setup > Equipment > Rental Setup.
2. Select Accounts to open the Rental Setup Accounts Setup window.
3. Enter Inventory Placeholder and COGS Placeholder accounts to be used in the SOP lines for rental invoices. Microsoft Dynamics GP SOP posting requires that you have Inventory and COGS accounts set up for every SOP line; you will receive an error when attempting to post an invoice if these lines are blank. Placeholder accounts fill into these lines, allowing you to post invoices without setting up these accounts in Posting Accounts Setup. These accounts are not actually used for rental invoices, as the Inventory Accounts setup determines which accounts are used for each equipment record.
4. Enter a Renting Branch and/or Renting Division.
5. Select a Rental Distribution ID template from the lookup, or enter account distributions manually (see steps 3-7 under Setting up account distribution templatesUp Account Distribution Templates).
6. When you are finished, select OK.