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PLM Insurance

Use this page to add the insurance policy information for a lease. The data on this page is for information only.

Add an Insurance Policy

To add insurance policy information for a lease, follow these steps:

  1. From the PLM Lease, select Actions > Insurance.
  2. On the Insurance page, select New to add a line the insurance list.
  3. Specify the following information: 
    1. Insurance Policy No., Description, Certificate, and Insurance Provider
    2. Specify the amounts and dates for the policy.
  4. To attach documents to the insurance line, do the following: 
    1. Select to expand the FactBox pane.
    2. Select the number to open the details for the documents and attach the files you want.
    3. Select Close to return to the main page.

Fields

This page contains the following fields: 

Insurance Fields Table
Field Description
Insurance Policy No. Specify the insurance policy number. Required.
Description Specify the description of the insurance.
Certificate Specify the insurance certificate number, if applicable.
Insurance Provider Specify the name of the insurance provider.
Policy Amount

Specify the insurance policy amount.
Required Amount Specify the required amount for the insurance.
Policy Cost Specify the cost of the insurance policy
Start/End Date Insured Period Specify the start and end dates for the insured period.

FactBox

The FactBox shows the following information: 

  • Attachments: Displays the number of attachments for the insurance line. Adding an attachment is part of the standard Microsoft Dynamics 365 Business Central functionality.