Taxes
Tax from here isn't entered into pricing, AP does it later
Canada
an invoice may get rejected as an estimate if
not final invoice/didn't fully load when it was sent to ap
We do not pay these fees sometimes found on an invoice.
credit card fees
This NA claims repairs are covered under warranty but that is not always the case.
Ford Fleetcare
you should do this everytime you touch a case on the finished planner
Log a call
Tax from here IS entered into pricing breakdown as misc
Hawaii GET (General Excise Tax)
invoice will get rejected for this reason if pricing doesn't match case pricing
Pricing OOT
out of tolerance
A French invoice is called this
facture
what type of NA doc do we need to enter the job costs and review case.
any document with costs
This is the best way to filter queues when you work them.
sort by date oldest to newest/sort by vendor
We pay a tow tax from this state
Nebraska
Job in case without pricing/pricing not in at all yet will cause this escalation
Job Costs Not Broken Down
The bill to line on the invoice has to say this
Penske Fleet Management/Penske Truck Leasing
This person on the Finance Team handles tire and Firestone NA accounts
Mike Miller
These cases or docs end up in SC Doc Review
anything not an invoice that AP doesn't know where to put
We do pay this tire tax for new tires
FET Federal Excise Tax
should be entered under misc
statements in the escalation queue should be moved here
Inbound document queue
These three things should be on the invoice for AP to accept it
unit number/job costs/INVOICE
This person on the finance team handles GM, FleetPride and international NA accounts.
Katrina Murphy
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.
We pay the CAT recovery fees in this state
Oregon
These numbers will cause the invoice to reject or bounce via email as encrypted.
Tax ID/routing number/account number
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.
This is the answer to the question "Are we allowed to review NA cases that have invoices attached?"
YES
This is the dashboard we should look at to see which queue needs working on
PFM Afterhours + weekends