FundTypeWhat youidentify & labela deduction ason your AFStemplate?Exceedra-SettlementLinesIn Exceedra,where do weenter GST,UNE, Repay orDeniedinformation?CustomerSuccessTeam Grid -CustomerViewWhere to findlist of AR Rep,CS Rep, SalesTeam Memberfor customer?TeamworkWorkingtogether toaccomplishsomethinggreat!1.Check Copyor Wire &Remittance2. DetailBackupDocumentationWhat are themin. 2-3 itemswe shouldinclude in ourcheck zip file?AccountDetailsDetails ofcustomersopen itemswithout runninga statement?PaymentTermsWhen acustomerpays & theirdiscount givenis called?iReceivablesWhere to goto generatea customerstatementAR DailyDepositCalendarWhere tofind whichAR Rep is ondeposit?CustomerSuccessTeam Grid -Freight ViewWhere to findthe freightallowancegive forcustomers?ChargebacksWhat aredenieddeductionscalled?CustomerContactSmartsheetCustomerportals,contacts &more arestored here?OPMWhat's aclaim forpositivemonies calledin Oracle?TransactionsWhere tofindinvoiceline itemsList of items,Quantity andPrice / Item /QuantityWhat doesdetailedbackupdocumentationentail?OracleSystemwhere weentercustomerpayments?Monday =REG,CADThursday =REG, MISC,MISC LOAWhat days &types ofdeposit arewe nowdoing?RMACheckWhat should yoube checkingbefore creating aninvoice relateddeduction?Search = F11&Clear/ExitSearch= F4 or Esc.Oracle"Quick Keys"to do aSearch &Clear/Esc?ARSharepointSiteWhere you find: ARCustomer Acct List,Weekly OpenDeduction Report,Customer SuccessGrid & More?Where doyou logdenied orrepayinvoices?ChargebackSmartsheetReceiptWhere tolookup acustomerscheck inOracle?Inventory,CustomerService,Customer, ARLead orManagerWho should wecontact whenwe receiveoverpays?(list 3 @ min)Freight/PU,Swell,SSA,WhseAllowance3 Types ofline leveldiscountsgiven?FundTypeWhat youidentify & labela deduction ason your AFStemplate?Exceedra-SettlementLinesIn Exceedra,where do weenter GST,UNE, Repay orDeniedinformation?CustomerSuccessTeam Grid -CustomerViewWhere to findlist of AR Rep,CS Rep, SalesTeam Memberfor customer?TeamworkWorkingtogether toaccomplishsomethinggreat!1.Check Copyor Wire &Remittance2. DetailBackupDocumentationWhat are themin. 2-3 itemswe shouldinclude in ourcheck zip file?AccountDetailsDetails ofcustomersopen itemswithout runninga statement?PaymentTermsWhen acustomerpays & theirdiscount givenis called?iReceivablesWhere to goto generatea customerstatementAR DailyDepositCalendarWhere tofind whichAR Rep is ondeposit?CustomerSuccessTeam Grid -Freight ViewWhere to findthe freightallowancegive forcustomers?ChargebacksWhat aredenieddeductionscalled?CustomerContactSmartsheetCustomerportals,contacts &more arestored here?OPMWhat's aclaim forpositivemonies calledin Oracle?TransactionsWhere tofindinvoiceline itemsList of items,Quantity andPrice / Item /QuantityWhat doesdetailedbackupdocumentationentail?OracleSystemwhere weentercustomerpayments?Monday =REG,CADThursday =REG, MISC,MISC LOAWhat days &types ofdeposit arewe nowdoing?RMACheckWhat should yoube checkingbefore creating aninvoice relateddeduction?Search = F11&Clear/ExitSearch= F4 or Esc.Oracle"Quick Keys"to do aSearch &Clear/Esc?ARSharepointSiteWhere you find: ARCustomer Acct List,Weekly OpenDeduction Report,Customer SuccessGrid & More?Where doyou logdenied orrepayinvoices?ChargebackSmartsheetReceiptWhere tolookup acustomerscheck inOracle?Inventory,CustomerService,Customer, ARLead orManagerWho should wecontact whenwe receiveoverpays?(list 3 @ min)Freight/PU,Swell,SSA,WhseAllowance3 Types ofline leveldiscountsgiven?

Amy's AR Team Bingo! - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. What you identify & label a deduction as on your AFS template?
    Fund Type
  2. In Exceedra, where do we enter GST, UNE, Repay or Denied information?
    Exceedra-Settlement Lines
  3. Where to find list of AR Rep, CS Rep, Sales Team Member for customer?
    Customer Success Team Grid - Customer View
  4. Working together to accomplish something great!
    Teamwork
  5. What are the min. 2-3 items we should include in our check zip file?
    1.Check Copy or Wire & Remittance 2. Detail Backup Documentation
  6. Details of customers open items without running a statement?
    Account Details
  7. When a customer pays & their discount given is called?
    Payment Terms
  8. Where to go to generate a customer statement
    iReceivables
  9. Where to find which AR Rep is on deposit?
    AR Daily Deposit Calendar
  10. Where to find the freight allowance give for customers?
    Customer Success Team Grid - Freight View
  11. What are denied deductions called?
    Chargebacks
  12. Customer portals, contacts & more are stored here?
    Customer Contact Smartsheet
  13. What's a claim for positive monies called in Oracle?
    OPM
  14. Where to find invoice line items
    Transactions
  15. What does detailed backup documentation entail?
    List of items, Quantity and Price / Item / Quantity
  16. System where we enter customer payments?
    Oracle
  17. What days & types of deposit are we now doing?
    Monday = REG,CAD Thursday = REG, MISC, MISC LOA
  18. What should you be checking before creating an invoice related deduction?
    RMA Check
  19. Oracle "Quick Keys" to do a Search & Clear/Esc?
    Search = F11 & Clear/Exit Search = F4 or Esc.
  20. Where you find: AR Customer Acct List, Weekly Open Deduction Report, Customer Success Grid & More?
    AR Sharepoint Site
  21. Chargeback Smartsheet
    Where do you log denied or repay invoices?
  22. Where to lookup a customers check in Oracle?
    Receipt
  23. Who should we contact when we receive overpays? (list 3 @ min)
    Inventory, Customer Service, Customer, AR Lead or Manager
  24. 3 Types of line level discounts given?
    Freight/PU, Swell,SSA, Whse Allowance