Credit & AR
The screen in SPS that displays running balance totals for a customer.
What is the Outstanding Balances Screen?
The tool that can be leveraged to review invoices and credits received from our partners.
What is ApplicationXTendor?
If this document is obtained from the customer, we should not move forward with a Pre-Order.
What is a Customer PO?
The tool that can be used to submit/approve Timing Adjustments & Skate Adjustments in ICM.
What is WebForms?
Two reasons why a Manual Bid adjustment may be required.
What is Void/Rebills, incorrectly approved bid, QTY Mis-Match, Bill Only Orders?
Two things that must be reviewed on an order or customer PO before releasing/escalating an EX Order.
What is Billing/Ship To Address, $$, EDC, Signatures, Terms on PO/Account, etc?
The time that should be allowed for invoices received via EDI to process, if there is a three way match.
What is 72 hours?
The tool that can be utilized to view system and manual ETAs for an order.
What is the Order ETA Tracker PowerApp?
The SharePoint page where all Commissions forms, policies and procedures are housed.
What is the Commissions Communications site?
The status front-end bids must be in, for an order to be released from GM.
What is GP Status?
The two statuses a PO must be in for Credit to review them.
What is Submitted or Resubmitted Status?
The format invoices should be sent in to the DS Invoices inbox.
What is PDF?
The internal process that can be used to move product from one warehouse to another to fulfill an open order. This option should only be used as a last resort.
What is Backorder Transfer?
The deadline to submit product adjustment requests via the Coworker Success Portal?
What is Business Day 1?
The Business Day Back-end bids must be in ER status by, in order to process for the prior months commissions.
What is Business Day 2?
The first step in escalating a PO for Credit Review.
What is Setting PO to High Priority in Search Archives Screen?
The person you should reach out to if an invoiced received does not match and can not be processed.
Who is the AP Resolution Specialist for that brand/distributor?
The process to have a customer number added to an existing customer specific EDC
What is engage the purchaser?
The GP threshold that requires Director Approval for any Standard GP Adjustment.
What is $5,000-$49,999?
The screen that can be leveraged in SPS to review GP adjustments received by sales per order/invoice/EDC.
What is the Bid GP Adjustment Screen?
The place were notes from AR can be reviewed on collection efforts.
What is the AR and CR Global Notes Screen?
Process where invoicing to CDW is triggered after the invoice from the vendor is processed by a bank (Cisco Capital, Wells Fargo, etc). Top 3 partners that use this process are Cisco, Dell and EMC.
What is Flooring or Flooring Vendor?
The process that allows Drop Ship Only items to be brought into the warehouse for services/configurations.
What is the DSIH process?
The adjustment types you do not need Sales Leadership approval for prior to submitting the request in the Coworker Success Portal for Commissions.
What is Freight Adjustments and Sim Cost Disputes?
Two things that need to be reviewed prior to escalating a Bid within ServiceCentral.
What is expiration date, part numbers, price, qty, customer information, quote archived properly, bid status (already in AP, DE, or WT) etc?