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

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