9.2 Entering Multi-Item Update

Purpose:  Entering multi-item updates using ctclink.

Audience:  Accounts Receivables staff

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.

ctcLink Receivables provides two methods for simultaneously changing field values of multiple items:

  • Automatically by using the Mass Change Application Engine process (AR_MASSCHG); and
  • Manually by changing the field values for selected items on the Item List page (this QRG).

Updating multiple items is useful, for example, when an AR specialist leaves the organization or moves to a new position within the organization, and you need to reassign all of the AR specialist's deductions and disputed items to another person.

Entering Multi-Item Update

Navigation:  NavBar > Navigator > Accounts Receivable > Customer Accounts > Item Information > Item List

  1. The Item List page displays.
  2. Enter Customer.
  3. Use the Level list to specify the items that you want to include for the customer group to which your customer belongs.  In this case, retain the default value of 'No Relationship'.
  4. Select Search.
Item List page
  1. The Item List page displays.  The Item List section of the Item List page populates.  Use it to view a list of open items for the customer.
  2. Select the Select checkbox for the item(s) you wish to update.
  3. Note the Due date for the selected item(s).
  4. Use the Item Action list to select the action that you want to perform on the selected items.  Select the Multi-item Update list item.
  5. Select GO.
Item List page
  1. The Multi-item Update page displays.  Use it to select the fields whose values you want to change.  You can also use it to enter the new values.
  2. Select the Collector checkbox.  Use its To field's dropdown menu to specify the collector whom you want to manage this item.   
  3. Select the Dispute Reason checkbox.  Use its To field's dropdown menu to specify the individual responsible for managing deductions and items in dispute.
  4. Select the Due Date checkbox.  Use its To field's dropdown menu to specify the date on which the item is due.
  5. Select OK.
Multi item Update page
  1. The updated Item List page displays.
  2. Notice that the Due date for the selected items has changed.
updated Item List page
  1. Process complete.


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