Maintaining Vendor Insurance

The Insurance tab on the Vendor General Summary component contains an accordion list of all the recorded insurance policies for the vendor. Each row represents one insurance policy and displays the insurance sequence number, type, effective and expiration dates, and an Actions button. To maintain the insurance, click anywhere in the row to expand the row and display all the available information. You can add and change information in these fields:

• Insurance Sequence Number

• Insurance Type

• Insurance Status

• Insurance Begin Date

• Expiration Date

• Policy Number

• Insurance Company Code

• Agent

• Phone Number

• Comments

• Proposal ID

Click in a field and add, change or delete information as needed.

To add a new insurance policy for this vendor, click the New button. The system adds a new blank row at the bottom of the list. To create new insurance, you must enter information in the Insurance Sequence Number and Insurance Type fields. Enter information in other fields as needed.

To delete a newly added row, click the Delete button at the end of the row. The system deletes the row immediately.

To delete a saved insurance policy, select Delete from the Actions menu on the insurance row. To reverse the delete action, click the Undo button.

• Note: You cannot delete an insurance policy that is associated with an active contract.

When you are finished, click the Save button. The system displays a message to confirm that your changes were saved in the database.

Related topics:

Maintaining Vendor Information