TCM1000322 - How to check for a new version of a claim after the original issue date of a payment

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu�

  • select ‘Householdâ€� on the toolbar
  • select ‘View Accountâ€� from the options available. You will be taken to the ‘Key Entry Dataâ€� screen
  • enter the customer’s NINO
  • select the ‘Allâ€� checkbox. You will be taken to the ‘Select Awardâ€� screen
  • select the relevant award
  • select ‘OKâ€�. You will be taken to the ‘View Award Period Summaryâ€� screen
  • select ‘Postingsâ€�. You will be taken to the ‘Postingsâ€� screen
  • in the ‘Descriptionâ€� field, select the posting ‘Cancelled Claimant BACS L2 Pyt Outâ€� with the date closest to the work list entry creation date

Note: If you have already checked the payment due date on an ‘Applicant Failed Payment� work list item and it was shown as �00/00/0000� there will be no ‘Cancelled Claimant BACS L2 Pyt Out� entry. In these cases, use the posting date of the latest ‘BACS Claimant Payment Out� entry as the original issue date of the payment.

  • select ‘OKâ€�. You will be taken to the ‘View BACS Detailsâ€� screen
  • note the date in the ‘Issued Dateâ€� field. This date will be the original issue date of the payment
  • go to Step 2.

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Step 2

Go to the ‘Function Menu�

  • select ‘Applicationâ€� on the toolbar
  • select ‘Viewâ€� from the options available. You will be taken to the ‘Key Entry Data - Applicantâ€� screen
  • enter the customer’s NINO
  • select the ‘Allâ€� checkbox
  • select ‘OKâ€�. You will taken to the ‘Select Application Versionâ€� screen
  • check the date in the ‘Received Dateâ€� column for the latest claim version.

If the date in the ‘Received Date� column is after the original issue date of the payment, there is a new version of the claim after the original issue date of the payment.

If the date in the ‘Received Date� column is before the original issue date of the payment, there is no new version of the claim after the original issue date of the payment.