9.2 Generating a Statement

Purpose:  Use this document as a reference for generating a customer statement in ctcLink.

Audience:  Accounts Receivable Specialist

You must have at least one of these local college managed security roles:

  • ZZ AR Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Prior to generating customer statements in ctcLink, the Aging process should be run (see the QRG titled Running the Aging Process) and Receivables Update should be executed (see the QRG titled Processing Receivables Update).

Generating a Statement

Navigation:  Accounts Receivable > Customer Interactions > Statements > Create Customer Statements

  1. The Create Customer Statements search page displays.
  2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
    • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_CUSTOMER_STATEMENTS (College Process).
  3. The Statement Parameters page displays. Use the Report Request Parameters section to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.
    1. Enter or select your Business Unit, if not defaulted.
    2. Remove (unselect) the checkmark for the Balance Forward field.
    3. Enter or select the customer in the Customer field to generate a statement for a specific customer; otherwise leave blank to generate all of the customer statements.
    4. Select the Save button.
    5. Select the Run button.
  4. The Process Scheduler Request page displays. Use it to enter or update parameters, such as server name and process output format.
    1. Use the Server Name drop-down button to select the appropriate processing server for the request.  Note:  this field can be left blank.
    2. In the Process List section, select the PS/AR Statements checkbox.
    3. Use the Type dropdown button to select the ‘Web’ option.
    4. Use the Format dropdown button to select the ‘PDF’ option.
    5. Select the OK button.
  5. The Process Scheduler Request page disappears and the updated Statements Parameters page displays. Note the Process Instance number.
Statements Parameters page displaying the Process Instance Number and Report Manager and Process Monitor links
  1. Select Process Monitor link. Please refer to the Process Schedule Request steps for further instructions.
    1. Use the Process List page to view the status of submitted process requests.
    2. Select the Refresh button until the process has finished successfully when the Run Status column reads "Success" and the Distribution Status reads "Posted".
    3. Select the Go back to Create Customer Statements link.
  2. Once the Statements Parameters page displays, select the Report Manager link.
  3. After the Report Manager page displays, select the Administration tab.
  4. On the Administration tab, select Customer Statement (ARX3200S.pdf).
  5. Review the Customer Statement.
Administration tab
Statement example

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Generating a Statement. This link will open in a new tab/window.


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