Setting Up Insurance Journal Batches

You can set up batches under an insurance journal template. The values in the journal batch are used as default values if the fields are not filled in on the journal lines.

To Set Up Insurance Journal Batches:

  1. Open the Insurance Journal Templates window.

  2. Select a insurance journal template, click Template, and then click Batches. The Insurance Journal Batches window appears.

  3. On the menu bar, click Edit, Insert New to create a new journal batch, or use one of the empty lines.

  4. Fill in the fields. For Help about a specific field, click the field and press F1.

Note

Numbers have a special function in journal names. If a journal template name or journal batch name contains a number, the number automatically advances by one each time the journal is posted. For example, if HH1 is entered in the Name field, the journal name will change to HH2 after the journal named HH1 has been posted.

Related Topics

Setting Up FA Journal Batches

Posting with Fixed Asset Journals

Insurance Information Setup

Linking Fixed Assets to Insurance Policies

Updating Insurance Information

Monitoring Insurance Coverage



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