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

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

   Figure 4-38 Check Book Status Update

   
   

   
   Description of "Figure 4-38 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 and select the account tile, then click Initiate.
   The Checkbook Status Update Entry - <Application Number> page displays the Check Book screen.

   Figure 4-39 Initiate Check Status Update

   
   

   
   Description of "Figure 4-39 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. Update the Check Book Status field.
   You can select from the following:

   • Delivered
   • Destroyed
7. Click Next.
   The Summary screen displays the Check Book tile.
8. Click Submit.
   The Stage Movement Submission dialog displays the Overrides stage.
9. Complete the Stage Movement Submission process.
   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. Complete the Approve Status Update of Check Book task.
    1. Click Tasks, and under Tasks, 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. Confirm that all stages of the Check Book Status Update process are complete.
    1. Click Tasks, and under Tasks, click Completed Tasks.
    2. The Completed Tasks page should display the Entry and Approve stages of the Check Book Status Update process.