Creating, Changing and Displaying Insurance Data
Prerequisites
The equipment must exist in a master record.
Procedure
Creating Insurance Data
On the initial screen choose
Logistics
Equipment and Tools Management
Master Data
Equipment
Package
Create
.
The
Create Tax/Insurance Data: Initial Screen
appears.On the initial screen enter an equipment number, insurance type, and registration date and choose
Enter
.Enter the required data on the detail screen.
Choose
Recurring document
. You can then enter the appropriate recurring document for the transaction here. If you wish to display recurring documents in the financial accounting module (FI), choose Logistics
Financial Accounting
General Ledger
Document
Reference documents
Recurring document
Display
.
Save the master record.
A message appears at the bottom of the screen confirming that the data for equipment/equipment number has been saved.
Changing Insurance Data
On the initial screen choose
Logistics
Equipment and Tools Management
Master Data
Equipment
Insurance Data
Change
.
The
Change Tax/Insurance Data: Initial Screen
appears.Enter an equipment number, insurance type, and registration date and choose
Enter
.Make your changes.
Save your entry.
Displaying Insurance Data
On the initial screen choose
Logistics
Equipment and Tools Management
Master Data
Equipment
Insurance Data
Display
.
The
Display Tax/Insurance Data: Initial Screen
appears.Enter an equipment number and insurance type on the
Display Tax/Insurance Data: Initial Screen
and find the appropriate registration date using F4 help (matchcode).