Running the Aging Process

Purpose: Use this document as a reference for running the Aging process in ctcLink.

Audience: Accounts Receivable Specialist

Run the Aging process to update and track overdue items.

Navigation: Main Menu > Accounts Receivable > Receivables Analysis > Aging > Request Aging Process

Running the Aging Process

  1. Enter an existing Run Control ID or click the Add a New Value tab on the Request Aging Process page to add a new value.
    1. Enter a meaningful Run Control ID for the accounting entry creation process in the Run Control ID field.

Note: A Run Control ID is an identifier that, when paired with a User ID, uniquely identifies the process that is running. The Run Control ID defines parameters that are used when a process is run. These parameters ensure that when a process runs in the background, the system does not prompt the user for additional values.

  1. Click the Add button.
Add a New Value tab
  1. UseAging Request Parameters section of the Aging page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.
    1. If it didn’t default, enter or select the business unit in the Business Unit field.
    2. Use the Process Frequency drop-down button to select the ‘Always’ option.
    3. Click the Save button.
    4. Click the Run button.
  1. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.
    1. Use the Server Name drop-down button to select the appropriate processing server for the request.

Note: This field can be left blank.

  1. Select the PS/AR Aging – Preprocessor checkbox.
  2. Use the Type dropdown button to select the ‘Web’ option.
  3. Use the Format dropdown button to select the ‘PDF’ option.
  4. Click the OK button.
Process Scheduler Request page

Note: A Process Instance number appears. This number helps identify the process that has been run.

  1. Click the Process Monitor link.
  1. Use the Process List page to view the status of submitted process requests.

Note: The process has finished successfully when the Run Status column indicates ‘Success.’

ctcLink enables the viewing of aging in six different buckets: by ChartField, by Reason, Detail by Tree, Detail by Unit, Summary by Tree, and Summary by Unit. This QRG will document running the Report for Aging Detail by Unit.

Navigation: Main Menu > Accounts Receivable > Receivables Analysis > Aging > Aging Detail by Unit Rpt

Running an Aging Report

  1. Enter an existing Run Control ID or click the Add a New Value tab on the Aging Detail by Unit Rpt page to add a new value.
    1. Enter a meaningful Run Control ID for the accounting entry creation process in the Run Control ID field.
    2. Click the Add button.
Add a New Value tab
  1. Use Report Request Parameters section of the Aging Detail by Unit page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.
    1. Enter and select the appropriate aging ID in the Aging ID field.
    2. To run the Aging Report for a specific customer, enter or select a specific customer in the Customer ID field; otherwise, leave the field blank to run for all customer open items in the business unit specified below.
    3. Enter or select the appropriate business unit in the Business Unit field.
    4. Click the Save button.
    5. Click the Run button.
  1. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.
    1. Use the Server Name drop-down button to select the appropriate processing server for the request.

Note: The field can be left blank.

  1. Click the OK button.
Process Scheduler Request page
  1. Click the Process Monitor link.
  2. Use the Process List page to view the status of submitted process requests.

Note: The process has finished successfully when the Run Status column indicates ‘Success.’

  1. Use the Process List page to view the status of submitted process requests.

Note: The process has finished successfully when the Run Status column indicates ‘Success.’

  1. Click the Go back to Aging Detail by Unit Rpt link.
  1. Click the Report Manager link.
  1. Click the Administration tab.
List tab
  1. Click the Aging Detail by Business Unit link in the Description column.
Admininstration tab
  1. Review the Aging Report.
Example report

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