CustomerContactSmartsheetCustomerportals,contacts &more arestored here?Inventory,CustomerService,Customer, ARLead orManagerWho should wecontact whenwe receiveoverpays?(list 3 @ min)RMACheckWhat should yoube checkingbefore creating aninvoice relateddeduction?TeamworkWorkingtogether toaccomplishsomethinggreat!AR DailyDepositCalendarWhere tofind whichAR Rep is ondeposit?Exceedra-SettlementLinesIn Exceedra,where do weenter GST,UNE, Repay orDeniedinformation?PaymentTermsWhen acustomerpays & theirdiscount givenis called?FundTypeWhat youidentify & labela deduction ason your AFStemplate?ChargebacksWhat aredenieddeductionscalled?iReceivablesWhere to goto generatea customerstatementWhere doyou logdenied orrepayinvoices?ChargebackSmartsheet1.Check Copyor Wire &Remittance2. DetailBackupDocumentationWhat are themin. 2-3 itemswe shouldinclude in ourcheck zip file?OPMWhat's aclaim forpositivemonies calledin Oracle?OracleSystemwhere weentercustomerpayments?TransactionsWhere tofindinvoiceline itemsAccountDetailsDetails ofcustomersopen itemswithout runninga statement?CustomerSuccessTeam Grid -Freight ViewWhere to findthe freightallowancegive forcustomers?CustomerSuccessTeam Grid -CustomerViewWhere to findlist of AR Rep,CS Rep, SalesTeam Memberfor customer?Monday =REG,CADThursday =REG, MISC,MISC LOAWhat days &types ofdeposit arewe nowdoing?Freight/PU,Swell,SSA,WhseAllowance3 Types ofline leveldiscountsgiven?ReceiptWhere tolookup acustomerscheck inOracle?ARSharepointSiteWhere you find: ARCustomer Acct List,Weekly OpenDeduction Report,Customer SuccessGrid & More?Search = F11&Clear/ExitSearch= F4 or Esc.Oracle"Quick Keys"to do aSearch &Clear/Esc?List of items,Quantity andPrice / Item /QuantityWhat doesdetailedbackupdocumentationentail?CustomerContactSmartsheetCustomerportals,contacts &more arestored here?Inventory,CustomerService,Customer, ARLead orManagerWho should wecontact whenwe receiveoverpays?(list 3 @ min)RMACheckWhat should yoube checkingbefore creating aninvoice relateddeduction?TeamworkWorkingtogether toaccomplishsomethinggreat!AR DailyDepositCalendarWhere tofind whichAR Rep is ondeposit?Exceedra-SettlementLinesIn Exceedra,where do weenter GST,UNE, Repay orDeniedinformation?PaymentTermsWhen acustomerpays & theirdiscount givenis called?FundTypeWhat youidentify & labela deduction ason your AFStemplate?ChargebacksWhat aredenieddeductionscalled?iReceivablesWhere to goto generatea customerstatementWhere doyou logdenied orrepayinvoices?ChargebackSmartsheet1.Check Copyor Wire &Remittance2. DetailBackupDocumentationWhat are themin. 2-3 itemswe shouldinclude in ourcheck zip file?OPMWhat's aclaim forpositivemonies calledin Oracle?OracleSystemwhere weentercustomerpayments?TransactionsWhere tofindinvoiceline itemsAccountDetailsDetails ofcustomersopen itemswithout runninga statement?CustomerSuccessTeam Grid -Freight ViewWhere to findthe freightallowancegive forcustomers?CustomerSuccessTeam Grid -CustomerViewWhere to findlist of AR Rep,CS Rep, SalesTeam Memberfor customer?Monday =REG,CADThursday =REG, MISC,MISC LOAWhat days &types ofdeposit arewe nowdoing?Freight/PU,Swell,SSA,WhseAllowance3 Types ofline leveldiscountsgiven?ReceiptWhere tolookup acustomerscheck inOracle?ARSharepointSiteWhere you find: ARCustomer Acct List,Weekly OpenDeduction Report,Customer SuccessGrid & More?Search = F11&Clear/ExitSearch= F4 or Esc.Oracle"Quick Keys"to do aSearch &Clear/Esc?List of items,Quantity andPrice / Item /QuantityWhat doesdetailedbackupdocumentationentail?

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