When a record is successfully linked, the insurance information will be sent to Sage Intacct, and you will see their different policies with their expiration dates and limits inside the Insurance Setup of each commitment.

Here are the steps you have to follow to check project-specific insurance:

1. Select the entity where the project commitments are stored. For this example, we’ll use the one we have called “Tesla Entity”:

2. Using the Applications menu, navigate to Purchasing > Orders > Purchase Order / Subcontracts

1. Open a Purchase Order/Subcontract by clicking on View

1. Once inside the Purchase Order / Subcontract, go to the Commitment Compliance tab:

1. In the Commitment Compliance tab, you’ll see 2 sections. The top section, Insurance, includes the policies that were submitted by the subcontractor to Jones. The bottom section, Miscellaneous, includes a row labeled as OA, which we use in Jones to indicate if a sub is fully compliant or not.

To see more details about a policy, you can click on the pencil icon next to it. To check more details about the overall compliance of a sub, you can click on the pencil icon next to the OA row:

1. Once the Compliance Record Information window opens, you can read more details like the policy’s limits and expiration date. To confirm if it’s compliant or not, just scroll down to see the “Final Compliance” checkbox:

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If the box is checked, it means that the policy is compliant with your requirements. If the box is checked for the OA line, it means that the subcontractor is fully compliant with all the requirements in Jones.

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The checkboxes are updated for each policy individually. If you just need to know if the subcontractor is approved or not, you can just check the OA line.

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