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Working with holiday standdowns involves the following:
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Step 1: Create
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Holiday IDs for
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Standdowns
- Select Microsoft Dynamics GP > Tools > Setup > Equipment > Rental > Holidays.
- Complete the following fields:
- Holiday ID
Select 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
Select a reason ID. - Filter Type
Select Agreement Type or Customer ID.- If you select Agreement Type, standdowns will be created only for agreements with that agreement type.
- If you select Customer ID, standdowns will apply only for the customer that you select.
- Agreement Type
If the filter type selected is agreement type, select an agreement type. - Customer ID
If the filter type selected is Customer ID, you must select a customer ID.
- Holiday ID
- Select Add. The standdown criteria you have selected appear in the lower portion of the window. You can continue to add additional criteria for the same holiday ID or select Clear to clear the window and create a new holiday ID.
Step 2: Enabling
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Holiday Standdowns per Agreement Type or Agreement
You can enable holiday standdowns by agreement type or individually per agreement.
Enabling
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Holiday Standdowns by Agreement Type
- Select Microsoft Dynamics GP > Tools > Setup > Equipment > Rental> Agreement Types.
- Select an agreement type.
- Mark the checkbox: Enable Holiday Standdowns.
- Select Save.
Enabling
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Holiday Standdowns per
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Agreement
- Select Transactions > Equipment > Rental Agreement Entry.
- Select an agreement.
- Select Details.
- Mark the checkbox: Enable Holiday Standdowns.
- Save the agreement.
Step 3: Create the
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Standdowns for
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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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