9.2 Running the Automatic Maintenance Process

Purpose:  Use this document as a reference for running the Automatic Maintenance Process in ctcLink.

Audience:  Accounts Receivable staff.

You must have at least one of these local college managed security roles:

  • ZZ AR Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

The Automatic Maintenance process automatically matches debit and credit items based on the criteria in automatic maintenance methods. It places the matching items in match groups and either creates write-off items to balance the group or creates an adjustment item to resolve the remaining balance for a group.

Running the Automatic Maintenance Process

Navigation:  NavBar > Navigator > Accounts Receivable > Receivables Maintenance > Automatic Maintenance > Request Automatic Maintenance 

  1. On the Request Automatic Maintenance search page, select the Add a New Value tab.
  2. Enter Run Control ID
  3. Select Add.  The Automatic Maintenance page will display.
Request Automatic Maintenance search page
  1. On the Automatic Maintenance page, enter or select Override Method.
  2. Enter or select Anchor BU.
  3. Select Last Activity Date from the dropdown list.  
  4. Enter or select Business Unit.
  5. Select Process Frequency to specify the frequency at which the Receivables Update process is run.
  6. Select Run.  The Process Scheduler Request page will display.
  7. Please refer to the Process Scheduling QRG for further instructions.

Note: Field names preceded by an asterisk must be completed before running the process.

Automatic Maintenance Page
  1. Process complete.


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