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

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