Transferring
The Department that handles setting up online account and website issues.
What is eCommerce
The button to click to see the payment forms saved to file
What is the payment button
The process to use when a customer is requesting more than 3 invoices
What is 126 Dispute
To see Open and Closed items for a Billing Account you will have to have this selected
What is All Items
What is the Branch Number
The person who removes Holds from the account
Who is the Account Specialist
You can tell an invoice/credit is included to be paid when it has a...
What is Green Highlight
The process to use when a customer is wanting to update the phone number on their account
What is email the Account Specialist
The portion of the FBL5N in which you can see a history of payments, applications and write offs.
What is the Clearing Transactions
Auto charge will pick up invoices up to this many days past due
What is 60 days
The department that answers in depth questions about eService and Support Club billings
What is FSS Billing
When selecting an invoice or credit for payment it cannot have this in the Pmnt Column
What is "b"
The process to use when a customer is requesting to have all of their invoices emailed to them every month
What is a 102 Dispute
When an invoice is showing a DZ document type and a positive dollar amount with a reference number of 000002354
What is a Residual
Before removing a Credit Card from file, you will first have to check this piece of information
What is associated with auto charge
The Department that handles crediting and creation of invoices for normal Supplies
What is the Branch
The person who handles Supply Deposits over $10K
Who is the Account Specialist
The process when the customer would like to have their Statements sent to them every month via email
What is a 102 Dispute
In the Clearing Transactions you have to do this in order to see the true amount of a payment.
What is double click the incoming payment line
In the XD03 this section will allow you to see if an account is a Bill to, Ship to or Both.
What is the Sales Area Data
A 3rd party company the invoices and pays their own Imaging invoices
What is Dolphin
When taking an equipment down payment from the procurement specialist or territory rep you will need this from them before ending the call.
What is the Sales Order Number
The process to use when the customer would like to change their statement due date
What is email the Account Specialist
The place where the original invoice number associated with a residual is kept
what is the Residual Ite
To see the account specialist for a Special Markets account, you will have to look here
What is Company Code Data - Correspondence tab