MISC
To become a charge terms, the customer reaches out to their ________ to complete a __________
Local office/FSR to complete a credit application.
Which (12 pack) 20OZ Products were purchased on invoice#
74829001 dated: 06/28/2024?
Propel Grape, Propel Peach, Propel Strawberry Kiwi
If the customer is on a dunning level 4, final demand, the customer owes their ________ within a ______ window.
BIF (Balance in full) within 10 days.
What is the customer master report?
An excel spreadsheet that includes all of the accounts in each hierarchy.
Is COF#3810314 an MCO, Top Parent, Child, Or Independent account?
Child
The customer for COF#3467902 is stating that want to start using MPV again, are they able to sign up today?
No, their webflag is disabled.
How many accounts are tied into the group under top payer BP#2000223293?
What is the current billing address for COF#6154299?
PO BOX 783076 / WICHITA KS 67278-3076
If the customer signs onto their bank website to initiate payment this method is known as:
ACH
What account status/payment terms is COF#3408617 currently on?
CHECK/NT00
What is the phone# on file for COF#9732942?
No Phone
Invoice#86896661, $324.64, Dated: 12/05/2023
Based on the invoice what is the address payment should be remitted to?
Pepsi-Cola
75 Remittance Dr, Suite 1884
Chicago, IL 60675.
If the customer is on a dunning level 3, the customer owes their ______
Past Due Amount
How many dunning levels are there?
Customers that are check term customers are given the option of an auto-draft that drafts 3 days after each individual delivery date. This auto-draft is known as __________
E-check/Electronic Check
ESM are services done on _______
While ESA are services done on_________
ESM: Service on Pepsi owned equipment
ESA: Service done on non-Pepsi owned equipment
Invoice#30998065, $225.38, Dated: 1/18/2024
Which 2L products were purchased?
Pepsi, Mt. Dew, Pepsi W. Cherry
To see all of the accounts in the hierarchy on MPV the customer must register through their _______ account
Payer
Does the customer’s CHECK#1631, $1008.80, Dated: 7/15/2024 include full remit? If so, which account#/Invoice#s should this payment be applied to?
Yes. for Account#426796/Invoice#48299160
Does COF#3742104 have a credit application on file?
No.
For COF#3846282 the customer is requesting to update the phone# to: 615-778-0002, the billing address to: 2009 MERIDIAN BLVD / FRANKLIN TN,37067-6343 & the email to: tinaanthony@thisisitbbq.com. Complete the MDG form to update the information. Show the form once completed.
N/A
The Customer is stating that BP#2003942951 is linked to the wrong group. They are requesting to link it to BP#2000250170. If Linked wrong, take the steps to complete the MDG template to move the account. Show the form once complete.
Account is linked to BP#2000250170. No Need for MDG.
Customer is stating that COF#3720007 was incorrectly linked to their hierarchy under payer BP#2000940126. If the account is linked, take the steps on the MDG template. Show the form once complete.
N/A
The customer paid the balance in full on their account. At this time the accounts need to be updated to NET30/Charge terms for the hierarchy under top payer BP#2000223293. Using the MDG template, update the hierarchy and show your MDG template once complete.
N/A.
What is the account status/payment terms for COF#9705895?
Charge/ME15