Information about insurance policies are used in the Asset file, where entries are made whenever assets are covered by an insurance policy. Note: You can link several assets to the same policy. However, a policy can be entered only to collect all policies in one place, without connecting it to any specific asset.
- Select the Work with insurance policies menu item.
- On the main panel, click Add to enter information for a new insurance policy.
- You access the detail panel. The following fields are relevant:
- Insurance policy
- Enter a unique code to identify the new record you are creating.
- Insurance company
- Mandatory entry. Enter the number of the insurance company.
- If DC1 Financials is installed, then the number must exist as a supplier number in the Business partner file. The system then automatically generates an entry for this company in Work with insurance companies.
- If DC1 Financials is not installed, then the company must already exist in Work with insurance companies.
- Description
- Mandatory entry. Enter a description for the insurance policy.
Click OK. You may continue to add new entries or you can go back to the previous panel to see all entries. Exit the routine.