TCM1000573 - How to finalise UY award

Step 1

On the Function Menu

  • select ‘IY Finalisation’ on the toolbar
  • select ‘Maintain In Year Finalisation’ from the options available. You will be taken to the ‘Key Entry Data screen
  • enter the customer’s NINO
  • select ‘OK’.

If you are taken to the ‘Select Individual’ screen

  • select the relevant individual that you need to work
  • select ‘OK’. You will be taken to function ‘Household Details’
  • go to Step 2.

If you are taken to the ‘Select Household’ screen

  • select the relevant household that you need to work
  • select ‘OK’. You will be taken to function ‘Household Details’
  • go to Step 2.

If you are taken straight to the ‘Household Details’ screen, go to Step 2.

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Step 2

On the ‘Household Details’ screen

  • select ‘continue’ until you get to the ‘Finalisation Details’ screen
  • select ‘Finalise’. The ‘finalise in year’ dialogue box will displayed
  • select ‘TCO’ from the ‘Action Authority’ field
  • select ‘As Agreed’ from the ‘Finalise’ field
  • select ‘OK’.