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: Accounts Receivable > Pending Items > Review Items > Review 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. 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. Use it to view any:
- correspondence
- personnel
- cash forecasting
- and draft information for each item in the group
- Select the Pending Item 3 tab. Use this tab to view consolidated invoices from ctcLink billing and the customized additional information fields for each item in the group.
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.
Video Tutorial via Panopto
View the external link to Viewing All Items with Detail. This link will open in a new tab/window.
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