Request New Cheque Book

Introduction

This screen lets the retail user to submit a cheque book request. User can select the account name for which he or she intends to get a cheque book along with the number of leaves in a cheque book. Address is default populated of the customer, however, user can change this details. This request is sent to the relationship manager for further processing.

Navigation

The following is the navigation for this option:

• Select the Request New Cheque Book in the More Actions drop-down and click OK in the View Transactional Accounts screen.

• The Request New Cheque Book screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Service Requests

Account

Select the account name from the drop-down list for which the cheque book has to be issued.

Note:

This list will display all the operative accounts of the user.

Addressee Name

Specify the name of the addressee for the cheques.

Address

Specify the address.

Note:

This is default populated, user can change this if required.

Number of Cheques

Select the number of leaves in the required cheque book from the drop-down.

Transaction Remarks

Remarks about the cheque book request, if any.

Debit Service Charge Account

Select the debit account id for service charge.

Note:

If user does not select debit service charge account id from the drop-down, then their primary account would be considered for the same purpose.