Viewing Related Item Status - 20b
Purpose: To view related item status using ctcLink.
Audience: Accounts Receivable staff.
Viewing Related Item Status
Navigation: Accounts Receivable > Customer Accounts > Item Information > Item List
- Select the Customer field and enter the desired information.
Use the Level list to specify the items to include for the customer group to which your customer belongs.
- Select the Search button.
Use the Item List page to view a list of open items for the customer.
- Select the desired Item link.
Use the Detail 1 page to change discount, payment, and draft options for an item. This page enables you to put an item in dispute or collections, mark an item as a deduction, and assign item owners.
- Select the Detail 2 tab.
Use the Detail 2 page to update item references. This page also enables you to update contact, shipping, and product information.
- Select the Detail 3 tab.
Use the Detail 3 page to update user-defined fields.
- Select the Item Activity tab.
Use the Item Activity page to review all activity records for an item.
- Select the Item Accounting Entries tab.
Use the Item Accounting Entries page to view the accounting entries for each item activity.
- Select the Line Information tab.
The Line Information tab displays the detailed information for each accounting line.
In this case, it shows the credit amount and currency for the given item.
- Select the Document tab.
The Document tab displays the document sequencing information.
- Select the Item Audit History tab.
Use the Item Audit History page to view maintenance changes that have been performed on items. This page displays the changed field values and the source of change for the items.
The User ID field displays the ID of the individual who made the change.
You have successfully viewed an audit record of the selected item.
End of Procedure.