Viewing Groups Set to Post
Purpose: View groups that are set to post 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 Groups Set to Post
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.
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