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The Vendor Insurance window allows you to track, add, and update various insurance types, carriers, policies, and expiration dates for Vendors.
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- Ability to track and ensure vendors/subcontracts have valid insurance requirements to perform work on projects
- Using the PM: Subcontract Insurance Workbench panel, users can review upcoming or past due insurance information and update as needed
- Vendor Insurance Holds can be put in place by entering an expired date (Date prior to current date/today)
Roles:
- Accounts Payable Manager
- CFO/Controller
Location:
- Accounts Payable > Vendors > Vendor Insurance
- Also can use button on Vendor Information
Video: