Customer Insurance Information


Counter Menu -> Contract / Counter Worksheet / Reservations / Quotations / Convert Reservation to Contract ->

This window is generated if the document is for an On Account customer and the Display Insurance Information feature has been activated in the Company Security Parameters .

Review the comments and confirm that the insurance information is correct before proceeding.

A warning is triggered when the Insurance plan has expired, but this does not stop the customer from doing business.
If the insurance has expired, the operator must acknowledge this by clicking OK to exit the window.

The Insurance information can be updated in Customer Information.


Topic Keyword: ARCF15
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