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About Rental Account Distributions

When you create an agreement, default account distributions filter down to the agreement header and agreement lines based on how the following options have been set up:

  • Account distribution templates
    Account distributions have been grouped and assigned a Rental Distribution ID, which, when selected for use on the agreement, automatically fills in the distribution lines from the template.
  • Account distribution defaults
    Account distributions fill in automatically if assigned to the equipment ID, category, model and/or item number that is used on the agreement.
  • Distribution default groups
    Account distributions fill in automatically if assigned to the agreement type or branch and division used on the agreement.

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 general rental setup. Once an agreement line is created, the system uses the distribution default that is associated with the equipment ID, category, model, or item number. If no defaults are set up there, the initial distributions used in the agreement header will be retained.

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