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Vendor Insurance inquiry

Use this inquiry to review and monitor the insurance coverage of your consultants.

Using the inquiry

From the Inquiry menu, click Vendor > Vendor Insurance.

Audience

Accounting staff

Standard columns

Column Links to this inquiry Description Date range available

Vendor

Vendor

The vendor associated with the vendor invoice

 

Insurance Type

 

The type of policy, such as general liability

 

Proof Required

 

Indicates if you require proof of insurance coverage for this policy

 

Company Name

 

The name of the insurance company underwriting the policy

 

Policy Number

 

The policy number

 

Policy Limit

 

The maximum amount the insurance company pays out with this policy

 

Effective Date

 

The date when coverage under the policy begins

 

Expiration Date

 

The date when coverage under the policy ends

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Predefined columns

You can add predefined columns to this inquiry. These columns are available:

Column Links to this inquiry Description Date range available

Vendor Insurance Key

 

Database identifier of the vendor insurance

 

Vendor Key

Vendor

Database identifier of the vendor

 

Vendor Type

 

Database identifier of the vendor type

 

Vendor Status

 

Indicates if the vendor is active or inactive

 

Vendor Company Key

 

Multi-company only. The database identifier of the company associated with the vendor

 

Vendor Company Name

 

Multi-company only. The name of the company associated with the vendor

 

Insurance Expired

 

Indicates if the vendor insurance has expired when the expiration date is prior to the cutoff date

To print only insurance policies that have expired, set this condition for the inquiry: Insurance Expired Is True.

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See also

About key fields

About standard inquiries

Adding a predefined inquiry column

Creating a new inquiry column

Displaying inquiry data for a specific time period

 

 

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