Taxes
Escalations
Invoices
National Accounts
Finished Planner/Queues
100

Tax from here isn't entered into pricing, AP does it later

Canada

100

an invoice may get rejected as an estimate if

not final invoice/didn't fully load when it was sent to ap

100

We do not pay these fees sometimes found on an invoice.

credit card fees

100

This NA claims repairs are covered under warranty but that is not always the case. 

Ford Fleetcare

100

you should do this everytime you touch a case on the finished planner

Log a call 

200

Tax from here IS entered into pricing breakdown as  misc 

Hawaii GET (General Excise Tax)

200

invoice will get rejected for this reason if pricing doesn't match case pricing

Pricing OOT

out of tolerance

200

A French invoice is called this 

facture

200

what type of NA doc do we need to enter the job costs and review case.

any document with costs

200

This is the best way to filter queues when you work them.

sort by date oldest to newest/sort by vendor 

300

We pay a tow tax from this state 

Nebraska

300

Job in case without pricing/pricing not in at all yet will cause this escalation 

Job Costs Not Broken Down  

300

The bill to line on the invoice has to say this 

Penske Fleet Management/Penske Truck Leasing

300

This person on the Finance Team handles tire and Firestone NA accounts

Mike Miller 

300

These cases or docs end up in SC Doc Review

anything not an invoice that AP doesn't know where to put 

400

We do pay this tire tax for new tires 

FET Federal Excise Tax 

should be entered under misc

400

statements in the escalation queue should be moved here

Inbound document queue

400

These three things should be on the invoice for AP to accept it 

unit number/job costs/INVOICE

400

This person on the finance team handles GM, FleetPride and international NA accounts.

Katrina Murphy

400

This is the format an invoice should be in for AP to accept 

PDF. Any other format and it gets sent to RS DOC queue. 

500

We pay the CAT recovery fees in this state

Oregon

500

These numbers will cause the invoice to reject or bounce via email as encrypted. 

Tax ID/routing number/account number 

500

This is the only time we can accept a work order or proforma for payment

if the SP cannot provide a final invoice until after payment and it is noted in the quick notes. 

500

This is the answer to the question "Are we allowed to review NA cases that have invoices attached?" 

YES 

500

This is the dashboard we should look at to see which queue needs working on 


PFM Afterhours + weekends 

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