Enter Title

Miscellaneous

100

A Customer is due a refund, this the CART request type we enter.

Type 4 — Refund

200

Team Members must invoice orders within this timeframe of all lines reaching 575 status in E1.

24 hours.

300

A C1 Hold is triggered when this happens.

Customer's outstanding balance has exceeded their credit limit. Note: If order being credited is over 90 days old, provide Service VP or Sales VP approval in writing OR written 3rd party authorization form.

400

The standard credit limit for CSTs is set to this

$15,000.

500

To suspend all collection activities for a specified invoice or group of invoices, this must be followed.  

Invoice Dispute Process. 

• If the customer reports an invoice dispute to Service or Sales, one email per CST to Collections is required.
  • Email must include:
    1. All relevant invoice numbers
    2. Invoice correction details — list of reasons and actions needed to correct invoice(s)
    3. Client contact or POC (point of contact) information

Random

100

All orders over $10,000 go on this type of hold.

MX

200

DS lines for COA filings must be zero-priced unless we are handling a COA filing of this type.

COA filing away from CT

300

If the CART at 120-status requires more than 72 hours for response, the owning team member should do this.

Close the CART and reopen a new one once ready to advance.

400

Once an invoice is created, the invoice cannot be changed. If the invoice needs to be edited due to pricing/service concerns, or the recipient needs to be updated, this must be created.

Credit memo/Redirect

500

When a customer has "Bad debt"; a customer's outstanding balance was written off, this hold is triggered.

C4. Provide proof of prepayment on current order AND payment of invoices previously written off/outstanding balance >90 days 

Could be any topic

100

Customer is bankrupt. This is the type of hold generated and this is what we need to have it released.

C2, Provide proof of prepayment on current order.

200

A request to increase the credit limit for a CST is initiated by this team.

Sales by emailing [e-mail]

300

Per the CART team's SLA, this is the turn-around time they have committed to respond to a CART request.

10 day response time

400

A customer asks for CT's wire information to send payment. This is the ESP you look up in CT Insight.

CT Wire, ACH and EFT Instructions 

500

A C3 hold is triggered by this.

Customer's outstanding balance has exceeded 90 days past due 

Note: C3 holds inactivate OrderCentral accounts. Orders cannot be built in OC until they are reactivated.

Provide proof of prepayment on current order AND payment of outstanding balance >90 days