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Effect of Insurance Fields
Selections made in insurance-related fields can affect
your ability to add invoices.
The field Warn if vendors have expired
insurance appears on the global policy Vendor
Tab. This field works in conjunction with the field Insurance
Required, which appears on the vendor Required Documents Tab. Selections made for these fields and the expiration dates entered
on the vendor Required Documents Tab work
in combination with each other. The following lists provides details of
the combination of selections and entries you can make, and the results
of the combinations.
Warning Option Selected
Conditions
Warn if vendors
have expired insurance: The option is selected.
Insurance
Required: The option is selected.
Date:
The insurance date is entered but expired.
Results
Warning displays but you can still enter the invoice whether or not the
insurance is expired.
Conditions
Warn if vendors
have expired insurance: The option is selected.
Insurance
Required: The option is not selected.
Date:
The insurance date is entered and it is still in force, or it is expired.
Or, the date is blank.
Results
No warning displays and you can enter the invoice.
Conditions
Warn if vendors
have expired insurance: The option is selected.
Insurance
Required: The option is selected.
Date:
The insurance date is entered and still in force.
Results
No warning displays and you can enter the invoice.
Warning Option Not Selected
Conditions
Warn if vendors have expired
insurance: The option is not selected.
Insurance Required: The
option is selected.
Date: The insurance date
is entered and is expired.
Results
Warning displays and you cannot enter the invoice
because the insurance is expired.
Conditions
Warn if vendors have expired
insurance: The option is not selected.
Insurance Required: The
option is not selected.
Date: The insurance date
is entered and it is still in force, or it is expired. Or, the date is
blank.
Results
No warning displays and you can enter the invoice.
Conditions
Warn if vendors have expired
insurance: The option is not selected.
Insurance Required: The
option is selected.
Date: The insurance date
is entered and is still in force.
Results
No warning displays and you can enter the invoice.
See Also
Invoice
Concepts and Processes
Setup Sequence