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

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