Create Insurance Premium File

Access

Use this routine to maintain insurance premium files (that is, information pertaining to insurance premiums that have been charged during a specified cycle period).

Insurance CodeEnter the code of the insurance for which to generate an insurance premium file.  If you click on the Arrow, a list of insurances appears from which you can choose one or more.  If you click on the Action button, a Multiple Selection Lookup Window appears from which you can choose one or more. If you leave the field blank, you select all insurances.

Cycle DateEnter the cycle date for which to create insurance premium file.  The cycle date you enter must fall within the statement history retention period specified in the Accounts Receivable Control Settings, and it may not be a future date. If you click on the Calendar Icon, a calendar appears from which you can select a date.

Send Output toThe output destination of the report displays.  Note that the only output destination for this routine is ASCII Export.

Export PathThe user’s default export path and file name displays.  If you update the File Name field, the file name in the Export Path updates accordingly.