Processing an Aging Request

Purpose:   How to process an aging request using ctcLink.

Audience:  Accounts receivables staff.

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.

Processing an Aging Request enables you to update the age of your outstanding accounts receivable items. When the Aging process is run, the accounting date or due date of an item is compared to the system date.  This helps you manage your accounts receivable.

The Aging process should be run at predefined intervals. For example, the process can be run daily, weekly, or bi-weekly.

Processing an Aging Request

Navigation: Accounts Receivable > Receivables Analysis > Aging > Request Aging Process

  1. The Request Aging Process run control ID 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., WA020_AGING_REQUEST (College, Process).
  3. The Aging page displays.  Use it 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.
  4. Enter or select Business Unit.
  5. Use the Process Frequency field to specify the frequency of running the Aging process.  Select 'Always'.
  6. Select the Process Sub Customer option to update aging and history at sub customer levels for all customers in the business unit for which sub customer history is enabled.  
  7. Select Run.
Aging page
  1. The Process Scheduler Request page displays.
  2. Select OK. Please refer to the Process Schedule Request steps for further instructions.
  3. The process is finished when the Run Status = Success.  and Distribution Status = Posted.

In summary, the Aging Process enables you to update the age of your outstanding receivable items and to properly manage accounts receivable.

  1. Process complete.

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 Processing an Aging Request. This link will open in a new tab/window.


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