Viewing Groups Set to Post (or Not Set to Post)
Purpose: Use this as a reference to view group status, groups that are set to post, or groups not set to post in 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.
Navigation: Accounts Receivable > Pending Items > Review Items > Pending Items Group Status
- On the Group Status page, select a Group Option:
- All Item Groups.
- Saved Maintenance Worksheets.
- Enter or look up the Group Unit.
- Enter or look up the Group ID.
- Select the Search button. The Group Status page will redisplay with the search results.
Use the Group Status page to view control totals, Group Type and Origin ID of the items group or the maintenance worksheet.
Want to view other group IDs? Enter or lookup a different Group ID and re-select the Search button to view.
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 Group Status. This link will open in a new tab/window.
Navigation: Accounts Receivable > Pending Items > Review Items > Groups Set to Post
You view items after the Posting Action has been selected and before the Receivables Update process is run. To view items, you can search on groups that have been marked for Batch Priority, Batch Priority and Standard, or Batch Standard.
Your goal is to view all the groups that are set to post.
- The Group Set To Post search page displays. It may appear with your organization's default business unit and the user ID of the user performing the search. You can override either of these values.
- Use the Post Action field to select a posting action for searching groups. In this example, the post action runs the Receivables Update process the next time a priority job is scheduled, or the next time a standard batch job is scheduled, depending on which type of scheduling occurs first.
- Select Search.
- The Groups Set To Post page displays. Use it to view item groups that will post the next time you run the Receivables Update multi-process job.
- Use the Group Amount Switch field to view the groups that were set to post.
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 Groups Set to Post. This link will open in a new tab/window.
Navigation: Accounts Receivable > Pending Items > Review Items > Group Not Set to Post
Use the Groups Not Set To Post page to view groups whose posting action is Do Not Post.
- On the Groups Not Set to Post search page, enter or look up the Business Unit.
- Select the Posting Status to select a posting status for searching groups.
- Select the Balance Status to select a balance status for searching groups.
- Select Search.
- Notice that the Post Status value of the group in the video is Not Posted.
- You can also view various totals, such as the amounts to be posted.
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 Groups Not Set to Post. This link will open in a new tab/window.
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