Customization DS1248
Certificate of Insurance
Problem Definition:
ACME needs to track which vendors must have a Certificate of Insurance and the Expiration Date of the Certificate. Additionally, when the Certificate expires, they need to have the Vendor automatically put on hold.
Solution Overview:
A new “Additional” window will be added to Vendor Maintenance which will be used to enter/maintain the Certification of Insurance Information.
A login routine will fire when the first user logs-in for the day. The routine will check for expired Certificates and put those vendors on hold.
Design Features:
Certificate of Insurance
Navigation: Vendor Maintenance >> Additional >> Cert. of Insurance
This window is used to enter/maintain/update a Vendor’s Certificate of Insurance information.
|
Field |
Function |
|
Vendor ID |
Displays the Vendor ID from Vendor Maintenance. A Vendor must be displayed in Vendor Maintenance before the Certificate of Insurance window will open. |
|
Cert. of Insurance Req. |
Mark this box to indicate that the Vendor must have a Certificate of Insurance. |
|
Expiration Date |
Enter the expiration date of the Certificate of Insurance. |
Vendor Hold
The first user to log-in to GP each day will trigger a routine that puts Vendors on HOLD if they are required to have a COI and its Expiration Date has passed (i.e. Expiration Date < today).
Assumptions/Requirements:
- The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
- The functionality described above is intended for the GP Desktop client.
- Unless otherwise noted in this document, reporting is not included in this estimate.
- Unless otherwise noted in this document, Word Template functionality is not addressed.
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