Exl Week 1 Test

To go to the Customer Master Maintenance screen in RentalMan, the function key F10 is used.

The statement is false because if you change a phone number on an account in RentalMan, you would also need to change it in Getpaid. This implies that the phone number is shared between both systems and any changes made in one system should be reflected in the other system as well to ensure accurate and up-to-date information.

The account status code "P" indicates that the account is on delinquent credit hold. This means that the account holder has failed to make payments on time and their credit has been put on hold until the outstanding balance is cleared.

The correct answer is 2000.

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The average day to pay for customer #1006500 is 65,65 days. This means that on average, it takes this customer 65,65 days to pay their rental fees.

The given statement is true because when a customer wants to change their name, it is necessary to have a new signed credit application. This is because the credit application contains important information such as the customer's legal name, contact details, and financial information. By having a new signed credit application, the company can update their records and ensure that they have accurate and up-to-date information for the customer.

The correct answer is 10/2/14 because it is the most recent date listed among the options. Since the question asks for the date of the last payment received, the most recent date would be the correct answer.

The correct answer is 3. This implies that if customer #1123862 wants to receive their nightly invoices via email, the nightly invoicing field in RentalMan should be changed to the number 3.

ROA stands for "Received on Account" and can also be abbreviated as "Recvd on acct", "Recieved on account", or "Recvd on account". This term is commonly used in accounting to indicate that a payment or credit has been received and applied to a customer's account.

The correct answer is 94,875.03. This is the life to date total revenue of customer #1226837.

The correct answer is 8. This means that customer account #976308 currently has 8 open contracts out on rent.

PO stands for "Purchase Order". A purchase order is a document issued by a buyer to a seller, indicating the types, quantities, and agreed prices for products or services that the buyer wishes to purchase. It serves as a legally binding contract between the buyer and the seller, outlining the terms and conditions of the purchase. The purchase order is an essential part of the procurement process, ensuring that both parties are clear about the items being purchased and the agreed-upon terms of the transaction.

The customer rented a welder on invoice #119938354-005.

The given invoice number, #122747767-001, indicates that it is a sale invoice. The format of the invoice number does not match the typical numbering system used for rental invoices, work orders, or ROAs (Return on Assets). Therefore, the correct answer is sale.

In the GetPaid system, the STD strategy has a time gap of 7 days between each strategy step. This means that after completing one step, there is a 7-day wait before proceeding to the next step.

The Reminder Stage in GetPaid involves sending reminders to customers to pay their outstanding bills. S2 and S1 are the strategy steps that are part of this stage. S2 refers to sending a reminder email to the customer, while S1 refers to sending a reminder letter or physical mail. These steps aim to prompt the customer to take action and make the payment.

The Gateway icon is used for sending invoice copies and statements to customers. It allows users to easily send these documents to customers for their reference and record-keeping purposes. This feature helps in maintaining a transparent and efficient communication channel between the company and its customers regarding invoices and account statements.

The active contact for account #1102235 is Annie Hill. The name "Annie" is also mentioned, which could be a possible alternative name for the same contact.

On a call-only strategy account, the first contact with the customer occurs after 39 days. This implies that the account focuses solely on initiating contact with customers through phone calls rather than other means of communication such as emails or messages. The 39-day timeframe suggests that the account may prioritize building a relationship with potential customers before reaching out to them, allowing for more targeted and effective communication.

Option 2 in RentalMan is not used to access Accounts Receivable. Therefore, the correct answer is False.

The dollar amount promised for payment by Customer #1133231 is $12,320.86.

The S9 template is used to get approval from the credit manager to send a final demand letter or attorney demand letter. This suggests that the template is specifically designed for the purpose of obtaining authorization for sending these types of letters.

In GetPaid, if a customer emails back a promise to pay, the correct way to code it is by selecting the "dial incoming" option, then selecting "invoices and promise to pay" button, and finally entering detailed notes. This coding method allows for accurate tracking of the customer's promise to pay and provides a clear record of the interaction for future reference.

To display all transactions on one page in GetPaid, you would select the "Configure Display" button. This button allows you to customize how the transactions are displayed, including the number of transactions shown per page. By selecting this option, you can adjust the display settings to show all the transactions on a single page, making it easier to view and analyze the account activity.

The default number of days the system advances the account when using the leave message button in GetPaid is 3. This means that when a user leaves a message using this button, the system automatically advances the account by 3 days. The word "three" is also given as an alternative answer to reinforce the correct option.

Before sending a mass fax/email, it is important to check the first five accounts. This step ensures that the information being sent is accurate and up-to-date. By reviewing the first five accounts, any potential errors or issues can be identified and corrected before the mass communication is sent out. This helps to maintain professionalism and prevent any negative impact on the recipients.

To process the Mass Fax/Email in GetPaid, the box for "Confirm sending each" needs to be unchecked. This is because if this box is checked, GetPaid will prompt the user to confirm sending each fax or email individually, which can be time-consuming for a mass distribution. By unchecking this box, the user can streamline the process and send the faxes or emails without any confirmation prompts.

The transaction button in GetPaid is used for manually advancing the follow-up date and changing the strategy on an account. It allows users to update the follow-up date to ensure timely communication with customers and adjust the strategy based on their needs or account status. This feature helps in effectively managing customer interactions and optimizing account management strategies.

The answer is 30.00, 30, $30, $30.00 because all of these options represent the amount that was charged for sales tax on invoice #122977951-001. The question is asking for the specific amount charged for sales tax, and all of these options indicate the same value of $30.00.

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The last S1 was sent to customer #1208450 on September 24, 2014.

The correct answer is "Dial icon, Dial, Dial button." This answer is correct because the given statement mentions that the icon is used when making or receiving a call, and the options provided all refer to a dial icon or button. Therefore, any of these options can be selected depending on the action taken during a call.

The question is asking for the name of the three-page screen in RentalMan that displays customer account demographic details. The correct answer options are "Customer Master Maintenance," "Customer Master Maintenance Screen," "F10," "Cust Master Maint," and "Customer Master Maint." These options all refer to the same screen in RentalMan, which is used for maintaining and managing customer account information.

In order to create a process or problem dispute for the customer's concerns, the correct platform to use is GetPaid.

In order to record a promise to pay from a customer in GP (presumably referring to Microsoft Dynamics GP), you should click on the "Quick Promise" icon. This feature allows you to easily track and manage customer payment commitments.

The send icon, send, or send button is used to initiate the sending of a template communication to either a customer or someone within United Rentals. This feature allows users to easily send pre-designed messages or templates to recipients, saving time and ensuring consistent communication.

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The short payment on invoice #121679337-001 refers to the amount that was not fully paid. In this case, the correct answer is "Sales tax." This suggests that the sales tax portion of the invoice was not paid in full, resulting in a short payment.

The next follow-up date for account #1074841 is 10/21/14.