Viewing Customer History

Purpose:  View AR Customer history using ctcLink.

Audience:  Accounts Receivable staff

ctcLink Receivables enables you to view a customer's history for reviewing the customer's past credit issues and for determining potential future credit issues.

The history figures displayed are based on the last run of the Aging and the Receivables Update processes. History is recorded by fiscal years and periods defined by a company's detail calendar.

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.

Viewing Customer History

Navigation: Accounts Receivable > Customer Accounts > Customer Information > Customer History

  1. The Customer History search page displays.
  2. Enter Customer.
  3. You can use the History ID field to select either a system-defined or user-defined history ID.  Use the percent sign (%) to group the IDs that begin or end with the same fragment. Or optional to leave Blank to pull all values.
  4. You can use the History list to select the periods to display.  Values are:
    • All: Displays all available periods
    • Most Recent: Displays only the most recent period
  5. Select Search.
  6. The History page displays.  Use it to view both user-defined history and system-defined history.  The system stores customer history based on the fiscal years and periods that you define on the Detail Calendar page.
  7. The Aging process and the Receivables Update Application Engine process (ARUPDATE) update the customer history elements.  If you have not run these processes recently, the history figures that you see do not reflect up-to-date activity.
Customer History page
  1. Optional to select the History Chart tab to view a chart that has customer history information. You can override the values as needed.
    1. Select or lookup a History ID.
    2. Enter the Fiscal Year for which you want to see the customer history.  You can view history for only one year at a time.
    3. Select the Chart Type list to select the type of chart to display.
    4. Select Draw Chart.  The chart displays the customer history of customer ID.
  2. 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.

Video Tutorial Via Panopto

View the external link to Viewing Customer History. This link will open in a new tab/window.


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