9.2 Researching a Group of Items

Purpose:   Research a group of items using ctcLink.

Audience: Accounts Receivable staff

Researching receivables is the process of gathering detailed information about an account and/or items. During customer analysis, questionable accounts and/or items may be found.  In order to resolve these questions, you must research detailed information.

In business, there are single documents that can have multiple items attached to them.  For example, one check can pay many invoices, one purchase order can be attached to several bills of lading and invoices, or one sales order can have multiple shipments and invoices.  You may need to research groups of items that relate to one another.

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.

Researching a Group of Items

Navigation: Accounts Receivable > Customer Accounts > Item Information > Item Activity From a Group

  1. The Item Activity From a Group search page displays.
  2. Enter Group Unit.
  3. Enter Group ID.
  4. Enter Business Unit
  5. Select Search.
Item Activity From a Group search page
  1. The Item Activity From A Group page displays.  Use it to view the activity for all items in a selected group
  2. Use the Display Customer Switch field to specify whether you want to view the Customer Name or the Customer ID.
  3. Use the Display Amount Switch field to select the amount that you want to view, Base or Entry.
  4. Select the Return to Search to enter the next Group of Items you wish to view.
Item Activity From A Group page
  1. Process complete.


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