English
EspañolInsurance Policy
Overview
Insurance can help organization manage the risks of relatively rare, but expensive events, throughout their employee life such as car accident, theft or fire. Without the protection of an insurance policy, one is responsible for covering the loss one experienced.
Navigation
Assets and Inventories Common ► Insurance ► Insurance Policy
Insurance Policy screen Fields
Field | Description |
Id | Unique identification code for the Insurance Policy. |
Workflow Status | Workflow Status of the record is shown. |
| Fiscal year | By default current fiscal year, Selects fiscal year from the dropdown menu list. |
| Fiscal Period | By default current fiscal period, Selects fiscal period from the dropdown menu list. |
Institution Code | Institution Code is selected from lookup button. |
Insurance Company | Insurance company involved is selected from lookup button. |
Agent | Insurance Agent is selected from lookup button. |
Insurance Type | Type of insurance is selected from drop down box. |
Policy Number | Insurance Policy number is entered in this field. |
Issue Date | Issue date of the insurance is selected from calendar button. |
Effective Date | Effective date of the insurance is selected from calendar button. |
Expiration Date | Expire Date of the insurance is selected from calendar button. |
Days of Grace to Renew | Days of grace to renew is entered in this field. |
Renewable | Whether the policy is renewable, is mentioned in this field by checking or unchecking the check box. |
Renewal Date | Renewable Date is shown in this field. |
Employee | Employee for whom the policy is taken, is selected from lookup button. |
Purchase Order | Purchase Order is selected from lookup button. |
Currency | Currency use is selected from drop down box. |
Exchange Rate | Exchange Rate for the currency generated by the system. |
Premium Amount(Domestic) | Amount of insurance premium expressed in domestic currency. |
Premium Amount(Foreign) | Amount of insurance premium expressed in foreign currency. |
Coverage Amount(Domestic) | Coverage amount of the insurance policy expressed in domestic currency. |
Coverage Amount(Foreign) | Coverage amount of the insurance policy expressed in foreign currency. |
Deductible Amount(Domestic) | Deductible amount of the insurance policy expressed in domestic currency. |
Deductible Amount(Foreign) | Deductible amount of the insurance policy expressed in foreign currency. |
Language | Country specific language is selected from drop down box. |
Coverage Terms | Coverage Terms are mentioned in this field. |
Exclusions | Exclusions are mentioned in this field. |
| Renewal Terms | Renewal Terms of the Insurance Policy |
Insurance Policy Operational Status | Operational Status of the Insurance Policy is selected from the drop down box. |
Renewed Insurance Policy | If it is a renewed insurance policy, Name of the Insurance policy is mentioned renewed is mentioned in this field. |
Automatically Renewed Insurance Policy | Name of automatically renewed insurance policy is mentioned in this field. |
Created By | Users by whom Insurance Policy is created. |
Created Date | Date of creation of the Insurance policy. |
Approved By | Users by whom the Insurance Policy is approved. |
Approved Date | Date of approval of the Insurance Policy is emntioned in this field. |
Insurance Policy Warehouse Tab | Records of warehouse is added from this tab. |
Insurance Policy Asset Item Tab | Records of Asset item is added from this tab. |
Insurance Policy Employee Tab | Records of employee is added from this tab. |
Insurance Policy Payment Tab | Records of payment is added from this tab. |
Attachments Tab | Attachments required are added from this tab. |