9.2 Viewing All Items with Detail
Purpose: Review Accounts Receivable pending items using ctcLink.
Audience: Accounts Receivable Staff
You can view items after they have been entered into ctcLink. You can also inquire on any item group regardless of posting status or post action.
You must have at least one of these local college managed security roles:
- ZC AR Customer Maintenance
- ZD AR Inquiry
- ZZ AR Customer Maintenance
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Viewing All Items with Detail
Navigation: NavBar > Navigator > Accounts Receivable > Pending Items > Review Items > All Items
- On the All Items search page, enter or look up the Group Unit.
- Enter or look up the Group ID.
- Select Search. The All Items page displays.
- Use the Group Control tab to view:
- control totals
- currency
- group type
- origin ID
- and the status of the items group
- Select the Pending Item 1 tab.
- The Pending Item 1 tab displays. Use it to view:
- item information
- payment terms
- discounts and
- any other additional reference information for each item in the group
- Select the Pending Item 2 tab.
- The Pending Item 2 tab displays. Use it to view any:
- correspondence
- personnel
- cash forecasting
- and draft information for each item in the group
- Select the Pending Item 3 tab.
- The Pending Item 3 tab displays. Use this tab to view consolidated invoices from ctcLink billing and the customized additional information fields for each item in the group.
- Process complete.
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