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

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