In the Certificates window, you can create a list of the certificates a vendor must supply. For example, you might list the Workers’ Compensation insurance certificate, liability insurance certificate, contractor’s license, and hazardous materials certificate.
Because you can generate expired certificate reports based on a specific line number, consider entering the certificates in a specific order for each vendor. For example, Row 1 is the Workers’ Compensation insurance certificate, Row 2 is the liability insurance certificate, and Row 3 is the contractor’s license.
Important! The 4-1-5-31 Vendor Worker's Comp Report requires that the Workers’ Compensation insurance certificate information be in Row 1 of the Certificates window grid. To verify that Workers’ Compensation insurance certificate information is in Row 1, follow this procedure to view the information in the Certificates window.
| 1 | Open 4-4 Vendors, and display the vendor. |
| 2 | On the Options menu, click Certificates. |
| 3 | In the Description text box, enter a brief statement about the certificate. |
| a | For example, type Workers’ Compensation. |
| 4 | In the Received text box, enter the date you received the certificate. |
| 5 | In the Expires text box, enter the date when the certificate has expired. |
| 6 | In the Warning text box, type Y if you want to receive a warning. Type N if you do not want to receive a warning even though the certificate has expired. |
| 7 | The Warning column lets you control whether you receive a warning when creating a subcontract for a vendor with an expired certificate. You must select Exclude Vendors with Overdue Certificates or Warn on Vendors with Overdue Certificates in the 4-3 Vendor Payments window. To activate these options, click the Selection button in 4-3 Vendor Payments. |
| 8 | In the Stop Pay text box, type Y to stop payments to the vendor when the certificate expires. Type N if you want to pay the vendor even though the certificate has expired. |
| 9 | The Stop Pay column lets you control payments to the vendor by accessing the Invoice Selection window from the 4-3 Vendor Payments window. In the Invoice Selection window, you must also select Exclude Vendors with Overdue Certificates in order to exclude those vendors who meet the expiration criteria from receiving payment. It does not affect payments through the 1-1 Checks/Bank Charges window. |
| 10 | Repeat steps 3–7 for each certificate. |
| 11 | On the File menu, click Save. |
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For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.