Viewing Groups Set to Post - 20b

Purpose:  View groups that are set to post using ctcLink.

Audience:  Accounts Receivable staff.

You view items after the Posting Action has been selected and before the Receivables Update process is run. To view items, you can search on groups that have been marked for Batch Priority, Batch Priority and Standard, or Batch Standard.

Your goal is to view all the groups that are set to post.

Viewing Groups Set to Post

Navigation:  Accounts Receivable > Pending Items > Review Items > Groups Set to Post

The Group Set To Post search page may appear with your organization's default business unit and the user ID of the user performing the search. You can override either of these values.  

Use the Post Action field to select a posting action for searching groups. In this example, the post action runs the Receivables Update process the next time a priority job is scheduled, or the next time a standard batch job is scheduled, depending on which type of scheduling occurs first.

  1. Select the Search button.

Use the Groups Set To Post page to view item groups that will post the next time you run the Receivables Update multi-process job.

Use the Group Amount Switch field to view the groups that were set to post.

Notice that this group has Batch Standard as the Action value. This value will run the Receivables Update process the next time that a standard batch job is scheduled. This may occur once a day depending on how often your organization schedules standard jobs. 

You have successfully viewed a group that is set to post.

End of Procedure.

0 Comments

Add your comment

E-Mail me when someone replies to this comment