Researching a Single Item - 20b

Purpose:  To research a single item using ctcLink.

Audience:  Accounts Receivable staff.

There may be occasion to research a single item in ctcLink Receivables. A single item in Receivables is based on:

  • an invoice,
  • a debit memo,
  • or a credit memo.

Receivables enables you to research a significant amount of detail concerning a single item in a short amount of time by grouping the information.

In this topic, you will retrieve item information and record your conversation with a customer regarding the item.

Navigation:  Accounts Receivable > Customer Accounts > Customer Information > Outstanding Payments

  1. Select the Customer field and enter the desired information.
  2. Use the Payment State list to select the payments that you want to view for your customer.  
  3. Select the Search button.
  1. Use the Outstanding Customer Payments page to specify the customer payment information that you want to view. This page displays the payments that have been received but not posted.
  2. Select the Balance link.

NEED USABLE DATA FOR SCREENSHOT.

  1. Use the Item List page to build or view a list of items for a customer that matches your search criteria.
  2. Use the Level list to include items for the customer group to which your customer belongs.
  3. Use the Status list to select the status of the given item.
  4. Select the desired link in the Item column.
  1. Use the Detail 1 page to change discount, payment, or 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.
  2. You can use this page to set the revaluation flag and make an item available for AR/AP netting.
  3. Select the Item Activity tab.

NEED USABLE DATA FOR SCREENSHOT HERE.

  1. Use the Item Activity tab to review all activity records for an item.
  2. Notice that the payment for the selected item has not been received.
  3. Select the Add Conversation link.

NEED USABLE DATA FOR SCREENSHOT HERE.

  1. Use the View/Update Conversations search page to find an existing conversation or add a new conversation for the customer that you select.
  2. Select the Add button.

NEED USABLE DATA FOR SCREENSHOT HERE.

  1. Use the Conversations page to add a new conversation or update an existing conversation.
  2. Use the Status list to select the status of the conversation.
  3. Select the Description field to specify the purpose of a conversation.  Enter the desired information into the Description field.
  4. Select the Subject field and enter the desired information.
  5. Select the Sub-Topic field and enter the desired information.
  6. Select the Contact ID field and enter the desired information.
  7. Use the Customer Visible check box to control the visibility of the conversation you create. Select the Customer Visible option.
  8. Log conversation information into or type the message that you want to send to a customer in the Comments field.
  9. Select the Comments field and enter the desired information.

NEED USABLE DATA FOR SCREENSHOT HERE.

  1. Select the References tab.
  2. Use the References page to define new reference qualifiers for identifying items.
  3. The Qualifier links a conversation to any number of items, documents, or deductions.
  4. Select the Qualifier field and enter the desired information.

When you press Enter after entering a value in the Qualifier field, the Reference ID field becomes available. Use the Reference ID field to specify the Item ID to which you want to link the conversation.

  1. Select the Reference ID field and enter the desired information.
  2. Select back into the Conversations tab.

NEED USABLE DATA FOR SCREENSHOT HERE.

  1. Use the Review Days field to specify the number of days until the next scheduled review.
  2. Select the Review Days field and enter the appropriate number of days.
  3. Select the OK button.

You have successfully retrieved item information and recorded your conversation with the customer regarding an outstanding item payment.

End of Procedure.

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