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 templates : Allow you to group and save account distributions by assigning a rental distribution ID.
• Account distribution 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 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 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 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 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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1. Choose Microsoft Dynamics GP > Tools > Setup > Equipment > Rental > Distributions.
2. Complete the following fields.
   • Rental Distribution ID
     Enter the rental distribution ID.
   • Description
     Enter the description.
   • View
     Using the drop-down menus, you can choose to view accounts by Equipment or Non-Equipment, and choose to display ALL rate types or only one of the following types: Rate, Overage, Insurance, or Markdown.
   • Account
     Choose a GL account.
   • Type
     Choose a rate type to be distributed to that account (Rate, Insurance, Overage, or Markdown), or choose ALL to enter distributions for all types at once.
   • Mask
     Mark this check box checkbox if you want the account to be masked.
   • Percentage
     Enter the percentage to apply to this account for this type. For each type (Rate, Insurance, Overage, and Markdown), the distributions must add up to 100% for both Equipment and Non-Equipment.
3. Choose Insert to insert this account distribution, which will appear in the list box.
4. Repeat steps for each distribution.
5. When you are finished, choose Save.

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

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Setting 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 choose an account distribution template (Rental Distribution ID) to fill in, or manually choose the accounts on the setup window.

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1. On the Rental Distribution Default Setup window, choose an Equipment ID, Category, Model or Item Number from which to copy.
2. Choose 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
     Choose a type from which to copy (Category, Model, Equipment ID, Item Number).
   • Copy From
     Choose a Category, Model, Equipment, or Item record from which to copy.
   • Filter Type
     Choose a type to which to copy (Category, Model, Equipment ID, Item Number).
   • Copy To
     Choose a Category, Model, Equipment, or Item record to which to copy.
4. Choose Copy.

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Setting 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 choose an account distribution template (Rental Distribution ID) to fill in, or manually choose the accounts on the setup window.

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

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Setting up global distribution account defaults by branch and/or division

You can set up account distributions by renting branch and renting division. You can choose to use an account distribution template (Rental Distribution ID), or manually choose the accounts on the setup window.
You may have already set up global distribution account defaults on the Rental Setup window during agreement setup. See Set up global rental parameters for more information on filling in the required fields on this window.

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