Working with Holiday Standdowns

You can create holiday standdowns for dates on which equipment would not be available. This feature is handy because you do not have to assign a standdown reason for that holiday on every agreement; you simply create a holiday standdown, assign it to any agreement type, and then run a special routine that automatically creates the standdown records for each affected agreement.

Working with holiday standdowns involves the following:

Step 1: Create holiday IDs for standdowns

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

Enabling holiday standdowns per agreement

1. Select Transactions > Equipment > Rental Agreement Entry.
2. Select an agreement.
3. Select Details.
4. Mark the checkbox: 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.

1. Select Microsoft Dynamics GP > Tools > Routines > Equipment > Process Holiday Standdowns.
2. Select to run this routine by Holiday ID or by Date. 
   • If you select Holiday ID, standdowns will be created for all agreements associated with that ID. 
   • If you select Date, standdowns will be created for holidays that fall before or on the specified date.
3. Enter a Holiday ID or Standdown End Date.
4. Select Process. When the routine has finished, you can print a report that shows which standdowns were created, along with the total savings (costs) from the standdowns.