For the collection of debit orders, the end date on the payment details records may be updated and the effective date is enabled to be captured with a date earlier than the last payment date of the current record, to enable the system to collect the arrear payments where reversals have been processed for the incorrect payments.
Note:
This will only be enabled for users with a specific security access.
Select Payment Details on the sub-menu on the left. The JU4DB Annuitant Process screen will be displayed.
To enquire on annuity details, on the JU4DB Annuitant Process screen, highlight the required Update Type, then click either PROCESS UPDATE, CORRECT UPDATE or CLOSE UPDATE.
The screens that will be displayed when selecting any of these sub-menu options (with the exception of Annuity Payment History), are identical to those described under the annuity update section of this manual, but they are for enquiry only (i.e. they cannot be updated here).
For detailed information regarding these enquiries, refer to the corresponding annuity update types under
Processes
Regular Payments
Annuitant Update Types
To view a payment history, click the ANNUITY PAYMENT HISTORY button.
The JU4EG Annuity Payment History screen will be displayed.
Capture the appropriate dates in the FROM DATE and TO DATE fields.
Click the appropriate radio button to define whether the selection is to be based on TRANSACTION DATE, EFFECTIVE DATE, DUE DATE or DATE TIMESTAMP.
For more information refer to Dates and Times under
Accounting
Structure
Once the required selections have been made, click SEARCH.
The JU4EG Annuity Payment History screen will display the details.
