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Work with insurance policies (AACD11801)

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)

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.

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)

Related topics

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.

Work with insurance policies, Deletion (AACD11808)

Related topics