TCM1000017 - How to finalise PY and renew CY using Manage Finalise 

Version 1.0

Date published 01/05/2009

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

• select ‘Renewal’ on the toolbar
• select ‘Manage Finalisation’ from the options available
• enter the customer’s National Insurance number on the ‘Key Entry Data’ screen
• select the ‘OK’ button. You will be taken to the ‘Manage Finalisation’ screen
• select the ‘Process’ button. You will be taken to the ‘Process’ screen
• select ‘TCO’ from the ‘Action Authority’ options available
• select ‘Full Reply’ from the ‘Finalise and Renew’ field
• select ‘Finalise and Renew’
• where you are presented with a warning message, select the ‘OK’ or ‘Yes’ button as appropriate to continue your action
• where you find that the ‘finalise and renew’ button is greyed out

• • select the ‘Finalise’ button
  • select ‘Full Reply’ from the ‘Finalise’ field
  • select the ‘Finalise’ button
  • where you are then presented with a warning message, select the ‘Yes’ button to continue your action.