You are able to link an insurance policy to one or more assets in the Asset file, and several assets may be linked to the same policy.
- Select the Work with assets menu item.
- On the main panel, select the asset to which you want to link an insurance policy and click Change.
- On the first detail panel, click OK until you reach the Service & insurance panel for the selected asset. The following fields are relevant:
- Insurance policy
- Enter the insurance policy for this asset. The policy must exist in Work with insurance policies.
- Insurance company
- Enter the insurance company for this asset. The company must exist in Work with insurance companies, and it must be the company defined for the insurance policy you have entered.
- Insurance value
- If the insurance and acquisition values differ, enter the insurance value for the asset in system currency.
- Index period
- Enter the index base period for insurance value revaluation.
- Insurance index
- Enter the index from Work with indexes that will be used when revaluating the insurance value for this asset.
- Comments
- You may enter comments regarding the insurance of the asset.
Tip: Click More comments – Insurance to access the extended comment entry function. Click OK and exit the routine.