Create Report with Payers with Insurance and Open Invoices

This document explains how you print a report that includes all payers that have open invoices and who you have signed a special insurance for.

Outcome

A report is printed with the current insurance status for all insured payers with open invoices. The content of the reports depends on the report layout selected:

Layout 1: Payer, name, company's own number at the insurance company, insurance net amount, insurance limit, amount not used (alternatively amount exceeding the insurance limit), change date, unapproved limit and the change date for the unapproved limit
Layout 2: As for layout 1 except that the insurance gross amount (VAT included) is used instead of net amount (VAT not included).

Send the report to the insurance company, according to the insurance terms and conditions.

Before you start

An insurance must be registered for the payer on 'Customer. Open' (CRS610/K).
There must be open invoices for the customer(s) connected to the payer.

Note:

Insurance information registered as a local exception for the payer on 'Customer. Open Local Exceptions' (MFS610/H) is not considered for this report.

Follow these steps

Start 'Customer Insurance. Print Amount' (RMS535/E).
Specify the accounting date for which the report should be valid (required).
Specify ranges of insurance companies and/or insurance numbers (optional).
If you wish to limit the report to insurance over a certain amount, specify the lowest amount to be considered.
Select a report layout. Refer to Outcome for a description of layouts.
Specify any text needed for the report (optional).
Press Enter.