Raw Data
The program we use to gather raw data
Oracle
Macros are received via
Jordan, Supervisor
Wednesdays are for
Reserve
Credit Holds are placed through
Appian - AR Admin Request
TKE Motto
Move Beyond
The "As of Date" should be
The last date of the month
more than one excel file should be open when running the macro [Y/N]
NO
Correct title of an Aging Report
Branch- S&R AGING REPORT- Month Year
one time PO changes are done through
Appian - Invoice Modifications
SOE has _ total branches
13
The only two parameters that need to be filled out by clicking the "flashlight"
"Line of Business" and "Branch number"
Raw Data is added to Macro by
Copy and paste in Raw Data Tab
Summary tab is where you find
KPI table and AR Category distribution by dollar amount
Address changes have to be submitted to
The branch to submit a CR
Name of the 3 Building we have here in Atl
BHQ, CHQ, IQC
Under "Line of Business Number" sections, all options should be selected Y/N
NO
- 10 and 20 should not be selected, all others should
Previous aging report is necessary to complete Macro [T/F]
True
- need to transfer notes from previous month
To quickly find the lien date for a repair, look at
Lien Expiration Date Tab
Branch Manager approval is not needed prior to submitting a Credit in Appian T/F
True - exception View branches
TKE's previous name
Double points if you can spell it
Thyssenkrupp Elevator
Name of report that produces Raw Data
S&R RWB Report
New Aging report + Macro = Raw Data [T/F]
False
Raw Data + Macro = New monthly Aging Report
All yellow columns should be filled out [Y/N]
YES
To find out labor history, a _ report needs to be pulled in _
Customer Facing Report, Oracle
The two types of elevators
Hydraulic, Traction