Viewing Pending Item Status
Purpose: View pending item status using ctcLink.
Audience: Accounts Receivable staff
You must have at least one of these local college managed security roles:
- ZD AR Inquiry
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Viewing Pending Item Status
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.
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.
View Tutorial via Panopto
View the external link to View Pending Item Status. This link will open in a new tab/window.
Reviewing All Items
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 the example below sets the Posting Status as 'in' and then select multiple statuses, such as Errors and Not Posted.
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.
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.
View Tutorial via Panopto
View the external link to Reviewing All Items. This link will open in a new tab/window.
0 Comments
Add your comment