Viewing All Items with Detail or Pending Item Status
Purpose: Use this document as a reference to view all items with detail, view pending items status, and/or review all items in ctcLink.
Audience: Accounts Receivable staff/supervisors
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.
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.
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.
Section 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 Viewing All Items with Detail. This link will open in a new tab/window.
ctcLink Receivables enables you to view the status of an unposted pending item for a selected customer.
In this topic, you will view the status of a pending item.
Navigation: Accounts Receivable > Pending Items > Review Items > Pending Item Status
- The Pending Item Status search page displays.
- Enter Business Unit.
- Enter Customer ID.
- Enter Item ID.
- Select Search.
- The Pending Item Status page displays. Use it to view the status of an unposted pending item.
Section 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.
View Tutorial via Panopto
View the external link to View Pending Item Status. This link will open in a new tab/window.
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.
Navigation: Accounts Receivable > Pending Items > Review Items > All Items
- The All Items search page displays.
- Enter the Business Unit and other criteria as needed.
- In the Posting Status box select All or as applicable.
From the search results, select the column name, such as Entered Date or Group ID and the results will sort the results as selected.
- Select the blue link to open the Item to review the details.
Section 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.
View Tutorial via Panopto
View the external link to Reviewing All Items. This link will open in a new tab/window.
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