4.10 Check Book Status Update

This topic describes the systematic instructions to update the delivery status of a check book request.

1. Click Corporate Account Services under Corporate Account Services, and then click Check Book.
2. Under Check Book, click Request.
   The Status Update screen displays.

   Figure 4-59 Check Book Status Update

   
   

   
   Description of "Figure 4-59 Check Book Status Update"

   
   
3. Specify the account number containing a check book request in the Account Number field.
4. Click Search.
   The Check Book Selection section displays the matching account.
5. Click the tile and select the account and then click Initiate.
   The Checkbook Status Update Entry - Application Number screen displays the Check Book section.

   Figure 4-60 Initiate Check Status Update

   
   

   
   Description of "Figure 4-60 Initiate Check Status Update"

   
   

   Tip:

   Make a note of the Application Number. This is needed to identify the task at the entry, enrich, and approval stages in the matching process, on the Free Tasks page.
6. From the Check Book Status field, select the appropriate option. For more information on fields, refer to field description table.

   Table 4-33 Cheque Book - Field Description

   Field	Description
   Check Leaves	Displays the number of check leaves.
   Order Date	Displays the check order date.
   Order Details	Displays the check order details.
   Language Code	Displays the language code of the check.
   Check Book Status	Select the check book status from the list. The options are: Delivered Destroyed
   Delivery Mode	Displays the delivery mode set for the check.
   Delivery Address	This section displays the address for delivering the check.

7. Click Next.
   The Summary screen displays the Check Book tile.
8. Click Submit.
   The Stage Movement Submission dialog displays the Overrides stage.
9. To complete the Stage Movement Submission process, follow the steps the below:
   1. Accept any Overrides generated and click Proceed Next.
      The Checklist stage fetches and displays checklists mapped to this stage.
   2. Confirm the checklist items and then click Proceed Next.
      The Outcome stage displays.
   3. Select PROCEED from the drop-down list and click Submit.
      The Stage Movement Submission process creates the Approve Status Update of Check Book task.
10. To complete the Approve Status Update of Check Book task, follow the steps the below:
    1. Click Tasks under Tasks, and click Free Tasks.
       The Free Tasks page displays.
    2. Search the listed tasks with these column values. The Process Name column contains Checkbook Status Update, the Stage column contains Approve Status Update of Checkbook, and the Application Number column contains the number noted in Step 4.
    3. Click Acquire and Edit.
       The Approve Status Update of Check Book- <Application Number> page displays.
    4. Review the check book status details and click Submit from the Summary page.
       The check book status is updated.
11. To confirm that all stages of the Check Book Status Update process are complete, click Tasks under Tasks, and then click Completed Tasks.
    The Completed Tasks screen displays the Entry and Approve stages of the Check Book Status Update process.

To view the updated checkbook status, see Account Search - Check Details.

Note:

The Check book status should be Delivered before it can be used for any transactions.