Statement Test Batch and Proof
Before your Statement Go-Live, a Statement Test Batch must be created and uploaded to the Statement Department.
A Statement Test Batch should be created for each Statement Profile that has been created.
To create the Statement Test Batch, follow these instructions: Manually Batch Statements.
After the Batch has been created, we are notified, and we will upload the Batch. You will not be able to upload the Test Batch.
After the Statement Test Batch(es) is uploaded, it will take about 2 weeks to receive a proof for your approval and sign-off.
The Statement Department will create a User Name and Password to the eTactics website with access to the proof.
The main contact will receive an email with log in instructions to the website.
Once you are logged in, sign-off on the approval via email or fax.
When the Statement Department receives the final approval, they will update the Statement service from Test to Production.
If the proof approval is received before 3:00 PM, it will be sent to code review the same day and moved into production the next business day.
If the proof approval is sent after 3:00 PM, the code review will occur the next business day and moved into production the following business day.
After the Statement Service is changed to Production, live Statement Batches can be created and uploaded.
Before sending your first batch of Statements, delete the Statement Test Batch: Delete a Statement Batch
SOP: How to use the Job Scheduler to Batch Statements
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