The Purchase of Service process is used to upload an application, perform a buyback estimate, generate an options letter, upload the member's returned options form, perform the final processing and provide access to the cheque receipt wizard to process the member's payments for service purchased. The individual process events in the Purchase of Service process are meant to be run in sequence.
Host Events |
Description |
Supporting Views |
|
Application Submission |
Launches the Document Upload wizard and uploads the application for purchase of service (buybacks). |
Demographic and Employer, Summary, Calculations, Contributions |
|
Purchase of Service Calculation |
Launches the Purchase of Service Calculation wizard, performs the calculation and saves it as 'Pending'. |
Tombstone and Employment History, Summary, Compensation, Contributions |
|
Cost of Purchase Letter |
Generates a Purchase of Service Statement |
|
|
Election of Purchase Option |
Launches the Document Upload wizard to upload the 'returned' purchase of service options form. |
|
|
Final Processing |
Launches a Payout Request to set instructions and saves the calculation as 'Process'. |
|
|
Cheque Processing |
Launches the Receipt wizard. |
Purchase Applications, Payment Details, Summary |
|
Account Summary |
Provides access to purchase of service information details. |
Details, Invoices, Payment Received, Purchase Applications |
For more information, see About Web Administrator Processes.
Build 1130