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

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