Viewing Item Activity Summary - 20b

Purpose:  To view a summary of item activity using ctcLink.

Audience:  Accounts Receivable staff.

ctcLink enables you to view a single-line summary of each item-related activity. Each time you perform an action on an item, the Receivables Update process updates the Item Activity table. These actions can be transferring the item to another customer, applying a payment to the item, or unposting it. The system sorts the item activities by:

  • business unit,
  • customer ID,
  • accounting date,
  • and entry type.

Consider this scenario: You have received partial payment for an item from your customer.

In this topic, you will view the item activity summary.

Navigation:  Accounts Receivable > Customer Accounts > Item Information > Item Activity Summary

You are now on the Item Activity Summary search page. If the Business Unit information is not auto-populated, you will have to enter that before following the next steps.

  1. Select the Business Unit field and enter the desired information.
  2. Select the Customer ID  field and enter the desired information.
  3. Select the Item ID field and enter the desired information.
  4. Select the Search button.
Item Activity Summary

Use the Item Activity Summary page to view a single-line summary of each item-related activity.

Item Activity Summary

You have successfully viewed the item activity summary for your customer.

End of Procedure.

0 Comments

Add your comment

E-Mail me when someone replies to this comment