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

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