Related topics
These entries are used in the Asset file, where entries are made whenever assets are covered by an insurance policy. Several assets may be linked to the same policy. A policy may, however, be entered here just to collect all policies in one place, and without connecting it to any specific asset.
Options
Selection fields
- Policy
- This column lists the existing insurance policies.
- Company
- Displays a code identifying the related insurance company.
- Description
- Displays a description of the related insurance policy.
- Contact person
- Displays the contact person at the insurance company.
- Telephone number
- Displays the telephone number of the insurance company.
- Telefax number
- Displays the telefax number of the insurance company.
- Insurance value
- Displays the total insurance value of the policy in system currency. The insurance value can revaluated on the insurance revaluation list according to a stated index and revaluation period.
- Ins premium/year
- Displays the total insurance premium in system currency that is paid each year for this insurance policy.
- Insurance excess
- Displays the insurance excess in system currency.
- Insurance index
- Displays the index from Work with indexes to which the policy is related.
- Index base period
- Displays the base period for the index for insurance valuation.
- Next due date
- Displays the due date for the next premium.
- No of premiums/year
- Displays the number of premiums that are due each year.
- Compensation amount
- Displays the amount in system currency that has been paid in compensation.
- Damages amount
- Displays the damages amount in system currency.
- Remarks
- Displays the notation that has been entered for the policy.
Work with insurance policies (AACD11804)
These entries are used in the Asset file, where entries are made whenever assets are covered by an insurance policy. Several assets may be linked to the same policy. A policy may, however, be entered here just to collect all policies in one place, and without connecting it to any specific asset.
Function keys
- Insurance policy
- Insurance company
- Enter the number of the insurance company. The number must be a supplier number in the Business partner file, if DC1 Financials is installed and activated. An entry for this company is then automatically generated in Work with insurance companies. If DC1 Financials is not installed, then the company must already exist in Work with insurance companies.
- Description
- Enter a description for the insurance policy.
- Contact person
- Enter the contact person at the insurance company.
- Telephone number
- Enter the telephone number of the insurance company.
- Telefax number
- Enter the telefax number of the insurance company.
- Insurance value
- Enter the total insurance value of the policy in system currency. The insurance value can revaluated on the insurance revaluation list according to a stated index and revaluation period.
- Ins premium/year
- Enter the total insurance premium in system currency that is paid each year for this insurance policy.
- Insurance excess
- Enter the insurance excess in system currency.
- Index base period
- Enter the base period for the index for insurance valuation.
- Insurance index
- Enter the index from Work with indexes to which the policy is related.
- Next due date
- Enter the due date for the next premium.
- No of premiums/year
- Enter the number of premiums that are due each year.
- Compensation amount
- Enter the amount in system currency that has been paid in compensation.
- Damages amount
- Enter the damages amount in system currency.
- Remarks
- In this field you can make a notation for the policy.
Work with insurance policies, Copy (AACD11805)
- Policy
- Displays the insurance policy(ies) you selected to copy.
- Company
- Displays the related insurance company.
- New policy
- Enter a code to identify the new insurance policy you are creating.
- New company
- Enter a code to identify the insurance company to which the new insurance policy should be related.