Viewing Payment Groups - 20b
Purpose: To view payment groups using ctcLink.
Audience: Accounts Receivable staff.
You can view payments after they have been posted. ctcLink enables you to view a payment group consisting of a single payment that has been posted or for which you have created accounting entries.
Viewing Payment Groups
Navigation: Accounts Receivable > Receivables Update > Posting Results-Payments > Payment Group-All Items
You are now on the Payment Group-All Items search page. Make sure the Deposit Unit data has auto-populated before going through the following steps.
- Select the Deposit ID field and enter the desired information.
- Select the Payment ID field and enter the desired information.
- Select the Search button.
Use the Payment Control page to review the control totals and group status for the group.
- Select the Payment 1 tab.
Use the Payment 1 page to view item information including amounts, entry type and reason, payment terms, and discount data.
- Select the Payment 2 tab.
Use the Payment 2 page to view assigned support personnel, correspondence information, cash forecasting information, and draft information.
- Select the Payment 3 tab.
Use the Payment 3 page to view consolidated invoice information and user-defined fields.
You have successfully viewed a payment group.
End of Procedure.