Forms Used to Set Up Credit Insurance Policies

Form Name	Form ID	Navigation	Usage
Work with Credit Insurance	W03B2901A	Credit & Collections Setup (G03B411), Work With Credit Insurance	Locate credit insurance policies and select them for review.
Credit Insurance Definition	W03B2901B	Click Add on the Work with Credit Insurance form. Select a policy and click Select or select Policy from the Row menu on the Work with Credit Insurance form.	Create a new credit insurance policy or review an existing credit insurance policy.
Supplier Master Revision	W04012A	Select a policy and select Supplier from the Row menu on the Work with Credit Insurance form.	Review the Supplier Master record for the insurance company.
Work With Customer Master	W03013A	Select a policy and select Customer from the Row menu on the Work with Credit Insurance form.	Review the Customer Master record for the customer that is associated with the policy.
Work with Customer Ledger Inquiry	W03B2002A	Select a policy and select Ledger from the Row menu on the Work with Credit Insurance form.	Review ledger information for the customer that is associated with the policy to determine why a customer is being considered for insurance.
Account Balance Inquiry	W03B218B	Select a policy and select Balance from the Row menu on the Work with Credit Insurance form.	Review account balance information for the customer that is associated with the policy to determine why a customer is being considered for insurance.