TUG Tip-- Sage 300 CRE

TUG Tip - Sage 300 CRE

Job Setup 'Checklists' Track Insurance Certificates thru AP Vendors or JC Commitments 

The Sage 300 CRE allows you to track insurance certificates on two levels. You can track using the AP Vendor Record or the JC Commitment Record. When you setup the Vendor, on the Compliance/Insurance Tab under Insurance Certificates, you will see the six insurance types you can track. If the vendor is a subcontractor and you want to track them on the commitment level, next to each type of insurance you want to track check "Require per Commitment". You would then enter the insurance certificate information on the commitment record. If you only want to track the insurance information at the Vendor level, do not check "Require per Commitment", just enter the insurance certificate information on the Vendor Record.

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