Entering Multi-Item Update - 20b

Purpose:  Entering multi-item updates using ctclink.

Audience:  Accounts Receivables staff.

ctcLink Receivables provides two methods for simultaneously changing field values of multiple items:

Automatically by using the Mass Change Application Engine process (AR_MASSCHG).

Manually by changing the field values for selected items on the Item List page.

Updating multiple items is useful, for example, when an AR specialist leaves the organization or moves to a new position within the organization, and you need to reassign all of the AR specialist's deductions and disputed items to another person.

Entering Multi-Item Update

Navigation:  Accounts Receivable > Customer Accounts > Item Information > Item List

  1. Click in the Customer field and enter the desired information.

Use the Level list to specify the items that you want to include for the customer group to which your customer belongs. In this case, retain the default value. 

  1. Click the Search button.

Use the Item List page to view a list of open items for the customer.

  1. Click the Select option.

Note the due dates for the selected items.

Use the Item Action list to select the action that you want to perform on the selected items.

  1. Click the Item Action list.  
  2. Click the Multi-item Update list item.
  3. Click the GO button.

Use the Multi-item Update page to select the fields whose values you want to change. You can also use it to enter the new values.

  1. Click the Collector option.  Use the To field to specify the collector whom you want to manage this item.
  2. Click in the To field and enter the desired information.  
  3. Click the Dispute Reason option. Use the To field to specify the individual responsible for managing deductions and items in dispute.
  4. Click in the To field and enter the desired information.
  5. Click the Due Date option. Use the To field to specify the date on which the item is due.
  6. Click in the To field and enter the desired information.
  7. Click the OK button.
Multi-item Update Page

Notice that the due date for the selected items has changed.

You have successfully updated the due date for selected items.

End of the Procedure.

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