Processing an Aging Request - 20b
Purpose: How to process an aging request using ctcLink.
Audience: Accounts receivables staff.
Processing an aging request enables you to update the age of your outstanding accounts receivable items. When the Aging process is run, the accounting date or due date of and item is compared to the system date. This helps you manage your accounts receivable.
The Aging process should be run at predefined intervals. For example, the process can be run daily, weekly, or bi-weekly.
Processing an Aging Request
Navigation: Accounts Receivable > Receivables Analysis > Aging > Request Aging Process
You can run the Aging process by searching for an existing Run Control ID or you can add a new value.
- Select the Add a New Value tab.
A Run Control ID is an identifier that, when paired with your user ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.
Creating a Run Control ID that is relevant to the process may help you remember it for future use.
- Enter the desired information into the Run Control ID field.
- Select the Add button.
Use 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.
- Select the Unit field and enter the desired information.
Use the Process Frequency field to specify the frequency of running the Aging process.
- Select the Process Frequency list and select the Always list item.
Select the Process Sub Customer option to update aging and history at sub customer levels for all customers in the business unit for which sub customer history is enabled.
- Select the Process Sub Customer option.
- Select the Run button.
Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.
You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field.
- Select the Server Name list and select desired list item.
Note: Please leave as it is if you are not able to select the server name.
- Select the OK button.
Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.
- Select the Process Monitor link.
Use the Process List page to view the status of submitted process requests.
The initial status of the process is Processing. The process is finished when the status is Success. Continue to select the Refresh button until the status is Success.
- Select the Refresh button. The Run Status is now Success.
In summary, the Aging process enables you to update the age of your outstanding receivable items and to properly manage accounts receivable.
You have successfully processed an aging request.
End of the Procedure.