Viewing Outstanding Customer Items
Purpose: To view outstanding customer items using ctcLink.
Audience: Accounts Receivable 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.
You review customer account information to determine which:
- maintenance,
- billing,
- finance charge, or
- transfer items are not yet posted.
This helps you to efficiently manage the collection of accounts receivable.
In this topic, you will view all pending items for a customer.
Viewing Outstanding Customer Items
Navigation: Accounts Receivable > Customer Accounts > Customer Information > Customer Pending Items
- The Outstanding Customer Items page displays. The SetID default to WACTC for Customers are Global.
- Enter or lookup your local Business Unit.
- Enter or lookup the Customer.
- Select the Search button.
- The Outstanding Customer Items page displays. Use it to view information about all pending items.
Various links available to drill down to amounts Balance, Past Due, Last Posted Amount/Item or Add a Conversation.
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 Outstanding Customer Items. This link will open in a new tab/window.
0 Comments
Add your comment