9.2 Updating a Customer

Purpose:  Use this document as a reference for updating a customer in ctcLink.

Audience:  Accounts Receivable

Updating a Customer

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

  • ZC 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.

Navigation:   NavBar > Navigator > Customers > Customer Information > General Information

  1. The General Information search page displays.
  2. Enter SetID.
  3. Enter Customer ID.
  4. Select Search.
General Information search page
  1. The General Info tab displays.  Use it to add or review customer names, roles, federal attributes, and support teams. You can also enter one or more addresses for customers and assign descriptions to each location.
  2. Select the Bill To Options tab.
General Info tab
  1. The Bill To Options tab displays.  Use it to enter additional billing and purchasing options for bill to customers. You can also enter customer payment options, payment terms, and default write-off tolerances for customer account maintenance in Receivables.
  2. Select the Ship To Options tab.
Bill To Options tab
  1. The Ship To Options tab displays.  Use it to enter delivery and shipping parameters.  You can also enter domestic and export shipping options.
  2. Select the Sold To Options tab.
Ship To Options tab
  1. The Sold To Options tab displays.  Use it to enter pricing and product information.
  2. Select the Miscellaneous General Info tab.
Sold To Options tab
  1. The Miscellaneous General Info tab displays.  Use it to enter web addresses, stock symbols, currency codes, rate types, support team codes, and subcustomer codes.
  2. Select Save.
Miscellaneous General Info tab
  1. Process complete.


Add your comment

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