Customers are often required to pay a Damage Waiver, or to provide information on their insurance coverage to ensure that equipment and staff using the equipment will be covered against damage or loss liability.
A flag in the Company Security Parameters can be set to display the customer's insurance information on the screen when entering Counter Worksheet, Contracts, Reservations, Quotations, Convert Reservation To Contract, and Convert Quotations To Contracts.
The prompts to capture the insurance information for this customer are:
A reminder is triggered in document entry when the current policy expires.
When the Use Damage Waiver Per Item Value Limits feature is activated in the Company Standard Waiver Settings window of the Company Contract Parameters, customers can be required to have sufficient valid insurance to cover rentals outside of the Damage Waiver.
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