Research
We can use Maintain Business tile, sold to then PepsiCo classification or a Customer Master report pulled daily
How do you tell if locations are on chk/chg?
Re-occurring customer master
What is the BobJ tile
SLA of 7 days for application or escalation
When do we contact the Cash Team about unapplied payments?
How long we give a customer to respond after we provide rebill/open item statement
What is 2 days?
Viewing open/close Arctree cases under your name
What is one of things the search tool is for?
A customer master report for review and maintenance
What report do you do daily?
Company code and only the information we need updated
What information do we include in a MDG Masterfile request (what info is required depending on request)?
Sharepoint-Customer specifics
Where do we put DTP’s?
Steps to locate customer phone numbers
What is AT customer info or google used for?
Our goal for period 6
What is 5%
Netting manually
What is the assign open items tile for?
Every time we work an account whether internal or external
When do we notate the process receivable tile
One place to find sales contact
What is the zip code finder or parent account receivable tool?
The location to notate accounts
What is the process receivables tile
If not a net 0 balance or information is on 2 different BP’s
When do we use AT for netting?
Total amount for FOS’s and when will payment be issued
What should be included in the body of the email when sending rebills?
Go into the dispute tile and enter case ID and click search
How do you view notes in disputes or update status?
Viewing hierarchy and customer specific details
What is the Customer Master?
The Ad-loc was not created correctly and you must contact the NASM/Sales Rep to have this corrected
How can an account be created with a BP#, but no COF# and have invoices attached?
Deadline to submit time