Great American Insurance Integration
See the attached document for complete details.
The attached document outlines the setup and processing of Great American Insurance.
Attached Document - Table of Contents
2. Export Settings (CDT File)
3. Import Settings
Administration
> Codes and Types – Equipment Type
1. Equipment Type
Contract
Explorer > Insurance Tracking
1. Insurance Tab
Tasks
> Insurance
1. Export (CDT File)
2. Insurance Type
2. Equipment
3. Insurance Status updates and information
2. Import (BDT file) – Product Roadmap
(IDT)
3. Contract
Explorer > Billing > Scheduled Billables
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