9.2 AR Transaction View and Drill Down Process

Purpose:  Use this document as a reference on how to inquire on linked sets of related Accounts Receivable data 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.

AR Transaction View and Drill Down Process

Navigation:   NavBar > Navigator > Accounts Receivable > Customer Accounts > Customer Information > Customer Activity

  1. The Customer Activity search page displays.  You will enter the desired information to enable a drilldown of Item Activity.
  2. Enter Customer.
  3. Select Search.
Customer Activity search page
  1. The Item Activity section of the page populates.  Notice the list of Item IDs.  
  2. Select an Item ID.
Item Activity page
  1. The Item Maintenance page displays, initially on the Detail 1 tab. On this page, one can also select any of the following tabs:
    • Detail 2
    • Detail 3
    • Item Activity
    • Item Accounting Entries
    • Item Audit History
  2. Of particular interest are the Item Activity and Item Accounting Entries tabs.  Select the Item Activity tab.
Item Maintenance page
  1. The Item Activity tab displays.  Review the results.
  2. Select the Item Accounting Entries tab.
Item Activity page
  1. The Item Accounting Entries tab displays.  Review the results.
  2. Select Cancel to return to the Item Activity tab to select another Item ID to review.
Item Accounting Entries page
  1. The Item Activity tab displays.
Item Activity page
  1. Process complete.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.