In order to use the insurance facilities, you must set up some general information, and you also need to set up one insurance card per policy.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Add general information to the Insurance Depr. Book, Automatic Insurance Posting, and Insurance Nos. fields to set up insurance for your assets. | |
Group your insurance policies into categories, such as insurance against theft or fire. | |
Accumulate information about each insurance policy on the insurance card. | |
Set up additional insurance journal templates. | |
Set up batches under an insurance journal template so that values in the journal batch are used as default values if the fields are not filled in on the journal lines. |