Insurance Summary (Inquiry)

Additional Information

The Insurance Summary Inquiry allows you to query a list of Insurance instances and review their need for renewal. Various restrictions are available to limit the scope of the review. The inquiry results offer vendor and insurance information including key end and notification dates.

Restrictions

The inquiry includes the following default restrictions. None are required.

Restriction Description
 

From End Date

Enter or select a period end date. This is the first date in the date range to include all items.
  To End Date Enter or select a period end date. This is the last date in the date range to include all items.
  Insurance Type Enter or select an insurance type
  Vendor Enter or select a vendor.
  Project Enter or select a project code.
  Purchase Order Enter or select a purchase order number.
  Required for Payment Select to limit returned items to only those required for payment
  Status Enter or select a status code.

Results

The inquiry results include the following information: Vendor Code, Vendor Name, Type , Insurance End Date, and Last Notification Date, Project Code, and Project Name. By default, the results are sorted by the Vendor Code / Name. ClosedInsurance Summary Optional Columns are also available.

The following optional columns of information are available:

  • Carrier Name
  • Carrier ID
  • Comment
  • Insurance Begin Date
  • Last Receipt Date
  • Limits
  • Max Notification Years
  • Outstanding Vouchers
  • Policy Number
  • Project Client Code
  • Project Client Name
  • Project Fee Amount
  • Project Finish Date
  • Project Status
  • Purchase Order Date
  • Purchase Order Line Item
  • Purchase Order Number
  • Required Coverage Date
  • Vendor Currency Code