Save

Cancel

Choose Save to save your change to the database.

Choose Cancel to exit without saving the most recent changes made.

The respective function is deactivated when a status occurs that no longer permits changes or if you do not have the required processing authorization.

Approve

Reject

For Approval

You can use these functions to start the approval of a payment request. In accordance with your authorization level, you submit an application either for approval, or you can approve or reject it directly (see Approval).

The system displays the status of a payment request under General Data.

Assign Case

If the system cannot assign a case automatically, you can use this function to perform a manual case assignment.

Under General Data you can view information about the assigned case under Case Data, or can navigate to the case (see Case Assignment).

Assign Decision Flow

If the system cannot assign a decision flow automatically, you can use this function to perform a manual assignment.

Item Determination

You should always execute this function if changes (such as to the validity period) require the benefit items to be updated.

Check/Simulate Payments

You can use this function to display a simulation of the gross payment amounts for the benefit items before saving the payment request.

You can use the due date to access the individual amounts from the summarized simulation.

Reverse Payments

You can use this function to reverse a payment request that has already been approved and released.

Assignment Block

Use

General Data

Contains general information about the payment request, such as the processing status (In Process, Completed), the approval status and the period in which the benefit is requested.

Under Case Data, you can navigate to the assigned case and view information about its status.

Under Decision Flow, you can navigate to the assigned decision flow (see Decision Flow).

Under Business Partner Data, the system lists the applicant and the clerk responsible for them.

Payment Request Item

The items assigned to a payment request are listed in an overview or can be created by you.

From here, you can navigate to the detail screen for an item and perform additional processing here. You can do the following on the detail screen for a payment request item:

Application Form

Under Application Form, you have access to the Web request-based requester data for the respective payment request. You can change the application form data or have access to specific editing versions or the original version.

Under View, you can toggle between the various Web request category views (if these are supported for the respective Web request category) (see Web Requests).

Requested Gross Payment Amounts

Lists the periods and individual amounts for the gross payment amounts in a payment request.

You can use the validity date to navigate to the detail screen for an individual amount.

Parties Involved

You can display and edit the business partners stored in the social application, such as the applicant, beneficiary and the relevant caseworker here.

Scheduled Actions

You can start the actions supported for an application, such as successor processing.

Transaction History

The assigned decision (SSP with the requestable entitlement items) is displayed for navigation here.

Change History

You can access the change entries logged for the payment request.

Attachments

You can display the documents attached to a payment request, upload them as attachments or incorporate a URL link to them.

Dates

The key dates for a payment request are logged in this assignment block.

Cases

(This assignment block is hidden in the standard system).

This assignment block contains information about the social case to which a SSP is assigned (see also: Social Case).

Notes

(This assignment block is hidden in the standard system).

You can record information and notes about an SOA.