uniWIKI - User contributions [en]

Accounting Finance:Equifax and Trade Reference Checks

2023-08-17T19:03:16Z

Ravindera: /* Single Item Report */

==Overview==
Our data assets, technology and analytics transform knowledge into insights that power better decisions. This knowledge enables our customers to make better business decisions and consumers to progress towards a better life.

We serve as a consumer advocate, steward of financial literacy, and champion of economic advancement. As an innovative global information solutions company that enables access to credit, we’re part of breakthrough collaborations and innovations that address complex social challenges such as social welfare, community relations and financial education for underprivileged youth. We establish relationships that create economically healthy communities. We help individuals gain financial independence by increasing access to capital and micro-lending for small businesses. And we provide young adults entering college or university with financial education tools.

==Turn around period==
*No account should be set up without prior approval by management (look for the authorized signature on customer application)
*All credit checks should be completed with 2 business days '''(48 hours)''' unless there are special circumstances such as waiting for a trade reference to be returned.

===Credit Report Requirements===
*Shareholders → all checks are required (consumer, business, bank, and trade references)
*Customer/Associate Member:
**'''Equifax score (0-20)''' → only consumer and business credit reports are required
**'''Equifax score (21-30)''' → all checks are required
**'''Equifax score (>31)''' → applicant rejected unless approved by management
**'''No Equifax report''' → bank and references checks are required
*GA & GSA → all accounts ''less than'' 1 year in business are required to submit a GA & GSA. This is required before we set up and generate a customer number

===Reports & Services Available===
*Consumer Credit Report $9.50 (credit reporting on principals of company). Report is available via Equifax internet and downloaded by user. Billed at the price per report
*Commercial Credit Report $29.90 (credit reporting on company). Report is available via Equifax internet and downloaded by user. Purchased as a block of 50 reports annually
*Single Item Report $14 (verification of a single trade reference, bank reference or other information). Guaranteed 72 hour service and is billed at the price per report
*Full Investigative Report $50 (one bank, three trade supplier experiences, principal interview or a corporate search and the contents of any credit report that may already be available on the database). Guaranteed 72 hour service and is billed at the price per report

===Easy Access to Equifax===
*1.877.254.3263 (bank verification and investigation)
*1.800.567.2370 (new bank verification and investigation)
*1.877.227.8800 (customer service)
*1.514.493.2401 (fax number)
*1.877.257.2090 or [mailto:cast.ca@equifax.com Equifax] (general inquiries)
**''Note: ask for a reference number when calling in case you need to follow up later''
**Be ready with our uniPHARM Equifax member number: '''201WD00143'''

==Logging on to Equifax==
#Go to [https://www.equifax.ca/credit/ https://www.equifax.ca/credit/]
#Enter Client ID → '''UNIPHARM'''
#Enter User ID (if you do not know, contact Manager, Finance)
#Enter Password
#Click '''Sign-on'''
#Click '''Continue'''

==Consumer Report==
A consumer report is used to check into the credit history of an owner of a company.
#Click '''Report''' under the '''Consumer''' Header in the left column.
#Fill in all the required fields and any additional information
#Click '''Submit'''
#Print and review the report. Under the Trade Information header, check the rating
*If the rating is '''R1 ''' → proceed to do the '''commercial report'''
*If the rating is '''greater than R4''' → proceed to do a '''bank verification''' and 2 trade references'' (done independent of Equifax)''.
*If this is for a '''shareholder''' → do a '''commercial report''' as well as a '''bank verification''' and 2 trade references''

[[File:ConsumerReport2.png|500px]]

==Business Credit Report==
A Business Credit Report is used to check into the credit history of the company. It is best to check the legal name rather than the operating name.

#Click '''Business Credit Report''' under the '''Commercial''' Header in the left column.
#Fill in all the required fields and any additional information
#Click '''Submit'''
#Double-click the correct company. Check addresses to confirm company.

[[File:BusinessReport1.png|500px]]
[[File:BusinessReport3.png|500px]]

*If the business credit report score is:
**'''0-20''' (low to average risk) → '''no credit checks are required'''
**'''21-30''' (above average risk) → '''a bank reference and 2 trade references are required and must be sent out immediately. Follow-up is required until we receive them back.'''
**'''≥ 31''' (high to highest risk) → '''the applicant is automatically rejected unless approved by management'''
**'''No Equifax report''' → '''a bank reference and 2 trade references are required'''
**''Fairly new customers or shareholders may not show up on the system''

==Single Item Report==
The single item report is used to obtain a bank reference.

#Click '''Guides''' under the '''Documentations''' Header in the last left column.
#Under member information center click '''Commercial Investigation Service - Form
#Fill out all required information on form highlighted in yellow ''(no need to fill out the principal suppliers section)''
#Click to Attach check Sp and Click to Attach to client Application.
#'''Can we call the company''→ '''No'''
#''Can we call mention your name?''→ '''No'''
#Amount request: $10,000 (for new account set-up)
#Other reason: to open an account.
#Enter required information
#Click '''Submit'''

*Normally you should be receiving a response within 2 business days, if not contact 1-877-254-3263 or 1-800-567-2370 to follow-up. Our member number is 201WD00143.
*Sometimes they may reply back saying that the bank needs the client’s signed authorization. At this point you may email them page 2 of the customer application which shows the customer agreeing to our terms and conditions.

[[File:Nancy49.PNG|400px]]
[[File:Nancy51.PNG|400px]]

==Trade References==
In order for new customers to open an account with uniPHARM we require 2 trade (credit) references from them (on the application form).

#Click to Trade Reference Form{{unc|\\superserver.unipharm.local\Accounting\common\AR\New Account\Trade Reference}}
#Fill out the necessary information and at the bottom of the form tick the appropriate box whether this is a first, second or third request.
#Once completed you may either click File and choose to attach it to your email or click on the Submit Form by Email button at the bottom of the document.
#Should you choose to click on the button. The email will be sent via accountsreceivable@unipharm.com. Make sure you have access to this common email before you click the button.
#Remember to follow up the request with the respective suppliers within the week you sent in the form!

[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]

Accounting Finance:Equifax and Trade Reference Checks

2023-08-17T18:44:07Z

Ravindera: /* Single Item Report */

==Overview==
Our data assets, technology and analytics transform knowledge into insights that power better decisions. This knowledge enables our customers to make better business decisions and consumers to progress towards a better life.

We serve as a consumer advocate, steward of financial literacy, and champion of economic advancement. As an innovative global information solutions company that enables access to credit, we’re part of breakthrough collaborations and innovations that address complex social challenges such as social welfare, community relations and financial education for underprivileged youth. We establish relationships that create economically healthy communities. We help individuals gain financial independence by increasing access to capital and micro-lending for small businesses. And we provide young adults entering college or university with financial education tools.

==Turn around period==
*No account should be set up without prior approval by management (look for the authorized signature on customer application)
*All credit checks should be completed with 2 business days '''(48 hours)''' unless there are special circumstances such as waiting for a trade reference to be returned.

===Credit Report Requirements===
*Shareholders → all checks are required (consumer, business, bank, and trade references)
*Customer/Associate Member:
**'''Equifax score (0-20)''' → only consumer and business credit reports are required
**'''Equifax score (21-30)''' → all checks are required
**'''Equifax score (>31)''' → applicant rejected unless approved by management
**'''No Equifax report''' → bank and references checks are required
*GA & GSA → all accounts ''less than'' 1 year in business are required to submit a GA & GSA. This is required before we set up and generate a customer number

===Reports & Services Available===
*Consumer Credit Report $9.50 (credit reporting on principals of company). Report is available via Equifax internet and downloaded by user. Billed at the price per report
*Commercial Credit Report $29.90 (credit reporting on company). Report is available via Equifax internet and downloaded by user. Purchased as a block of 50 reports annually
*Single Item Report $14 (verification of a single trade reference, bank reference or other information). Guaranteed 72 hour service and is billed at the price per report
*Full Investigative Report $50 (one bank, three trade supplier experiences, principal interview or a corporate search and the contents of any credit report that may already be available on the database). Guaranteed 72 hour service and is billed at the price per report

===Easy Access to Equifax===
*1.877.254.3263 (bank verification and investigation)
*1.800.567.2370 (new bank verification and investigation)
*1.877.227.8800 (customer service)
*1.514.493.2401 (fax number)
*1.877.257.2090 or [mailto:cast.ca@equifax.com Equifax] (general inquiries)
**''Note: ask for a reference number when calling in case you need to follow up later''
**Be ready with our uniPHARM Equifax member number: '''201WD00143'''

==Logging on to Equifax==
#Go to [https://www.equifax.ca/credit/ https://www.equifax.ca/credit/]
#Enter Client ID → '''UNIPHARM'''
#Enter User ID (if you do not know, contact Manager, Finance)
#Enter Password
#Click '''Sign-on'''
#Click '''Continue'''

==Consumer Report==
A consumer report is used to check into the credit history of an owner of a company.
#Click '''Report''' under the '''Consumer''' Header in the left column.
#Fill in all the required fields and any additional information
#Click '''Submit'''
#Print and review the report. Under the Trade Information header, check the rating
*If the rating is '''R1 ''' → proceed to do the '''commercial report'''
*If the rating is '''greater than R4''' → proceed to do a '''bank verification''' and 2 trade references'' (done independent of Equifax)''.
*If this is for a '''shareholder''' → do a '''commercial report''' as well as a '''bank verification''' and 2 trade references''

[[File:ConsumerReport2.png|500px]]

==Business Credit Report==
A Business Credit Report is used to check into the credit history of the company. It is best to check the legal name rather than the operating name.

#Click '''Business Credit Report''' under the '''Commercial''' Header in the left column.
#Fill in all the required fields and any additional information
#Click '''Submit'''
#Double-click the correct company. Check addresses to confirm company.

[[File:BusinessReport1.png|500px]]
[[File:BusinessReport3.png|500px]]

*If the business credit report score is:
**'''0-20''' (low to average risk) → '''no credit checks are required'''
**'''21-30''' (above average risk) → '''a bank reference and 2 trade references are required and must be sent out immediately. Follow-up is required until we receive them back.'''
**'''≥ 31''' (high to highest risk) → '''the applicant is automatically rejected unless approved by management'''
**'''No Equifax report''' → '''a bank reference and 2 trade references are required'''
**''Fairly new customers or shareholders may not show up on the system''

==Single Item Report==
The single item report is used to obtain a bank reference.

#Click '''Guides''' under the '''Documentations''' Header in the left last column.
#Under member information center click '''Commercial Investigation Service - Form
#Fill out all required information on form highlighted in yellow ''(no need to fill out the principal suppliers section)''
#Click to Attach check Sp and Click to Attach to client Application.
#'''Can we call the company''→ '''No'''
#''Can we call mention your name?''→ '''No'''
#Amount request: $10,000 (for new account set-up)
#Other reason: to open an account.
#Enter required information
#Click '''Submit'''

*Normally you should be receiving a response within 2 business days, if not contact 1-877-254-3263 or 1-800-567-2370 to follow-up. Our member number is 201WD00143.
*Sometimes they may reply back saying that the bank needs the client’s signed authorization. At this point you may email them page 2 of the customer application which shows the customer agreeing to our terms and conditions.

[[File:Nancy49.PNG|400px]]
[[File:Nancy51.PNG|400px]]

==Trade References==
In order for new customers to open an account with uniPHARM we require 2 trade (credit) references from them (on the application form).

#Click to Trade Reference Form{{unc|\\superserver.unipharm.local\Accounting\common\AR\New Account\Trade Reference}}
#Fill out the necessary information and at the bottom of the form tick the appropriate box whether this is a first, second or third request.
#Once completed you may either click File and choose to attach it to your email or click on the Submit Form by Email button at the bottom of the document.
#Should you choose to click on the button. The email will be sent via accountsreceivable@unipharm.com. Make sure you have access to this common email before you click the button.
#Remember to follow up the request with the respective suppliers within the week you sent in the form!

[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]

Accounting Finance:Equifax and Trade Reference Checks

2023-08-17T18:01:24Z

Ravindera: /* Easy Access to Equifax */

==Overview==
Our data assets, technology and analytics transform knowledge into insights that power better decisions. This knowledge enables our customers to make better business decisions and consumers to progress towards a better life.

We serve as a consumer advocate, steward of financial literacy, and champion of economic advancement. As an innovative global information solutions company that enables access to credit, we’re part of breakthrough collaborations and innovations that address complex social challenges such as social welfare, community relations and financial education for underprivileged youth. We establish relationships that create economically healthy communities. We help individuals gain financial independence by increasing access to capital and micro-lending for small businesses. And we provide young adults entering college or university with financial education tools.

==Turn around period==
*No account should be set up without prior approval by management (look for the authorized signature on customer application)
*All credit checks should be completed with 2 business days '''(48 hours)''' unless there are special circumstances such as waiting for a trade reference to be returned.

===Credit Report Requirements===
*Shareholders → all checks are required (consumer, business, bank, and trade references)
*Customer/Associate Member:
**'''Equifax score (0-20)''' → only consumer and business credit reports are required
**'''Equifax score (21-30)''' → all checks are required
**'''Equifax score (>31)''' → applicant rejected unless approved by management
**'''No Equifax report''' → bank and references checks are required
*GA & GSA → all accounts ''less than'' 1 year in business are required to submit a GA & GSA. This is required before we set up and generate a customer number

===Reports & Services Available===
*Consumer Credit Report $9.50 (credit reporting on principals of company). Report is available via Equifax internet and downloaded by user. Billed at the price per report
*Commercial Credit Report $29.90 (credit reporting on company). Report is available via Equifax internet and downloaded by user. Purchased as a block of 50 reports annually
*Single Item Report $14 (verification of a single trade reference, bank reference or other information). Guaranteed 72 hour service and is billed at the price per report
*Full Investigative Report $50 (one bank, three trade supplier experiences, principal interview or a corporate search and the contents of any credit report that may already be available on the database). Guaranteed 72 hour service and is billed at the price per report

===Easy Access to Equifax===
*1.877.254.3263 (bank verification and investigation)
*1.800.567.2370 (new bank verification and investigation)
*1.877.227.8800 (customer service)
*1.514.493.2401 (fax number)
*1.877.257.2090 or [mailto:cast.ca@equifax.com Equifax] (general inquiries)
**''Note: ask for a reference number when calling in case you need to follow up later''
**Be ready with our uniPHARM Equifax member number: '''201WD00143'''

==Logging on to Equifax==
#Go to [https://www.equifax.ca/credit/ https://www.equifax.ca/credit/]
#Enter Client ID → '''UNIPHARM'''
#Enter User ID (if you do not know, contact Manager, Finance)
#Enter Password
#Click '''Sign-on'''
#Click '''Continue'''

==Consumer Report==
A consumer report is used to check into the credit history of an owner of a company.
#Click '''Report''' under the '''Consumer''' Header in the left column.
#Fill in all the required fields and any additional information
#Click '''Submit'''
#Print and review the report. Under the Trade Information header, check the rating
*If the rating is '''R1 ''' → proceed to do the '''commercial report'''
*If the rating is '''greater than R4''' → proceed to do a '''bank verification''' and 2 trade references'' (done independent of Equifax)''.
*If this is for a '''shareholder''' → do a '''commercial report''' as well as a '''bank verification''' and 2 trade references''

[[File:ConsumerReport2.png|500px]]

==Business Credit Report==
A Business Credit Report is used to check into the credit history of the company. It is best to check the legal name rather than the operating name.

#Click '''Business Credit Report''' under the '''Commercial''' Header in the left column.
#Fill in all the required fields and any additional information
#Click '''Submit'''
#Double-click the correct company. Check addresses to confirm company.

[[File:BusinessReport1.png|500px]]
[[File:BusinessReport3.png|500px]]

*If the business credit report score is:
**'''0-20''' (low to average risk) → '''no credit checks are required'''
**'''21-30''' (above average risk) → '''a bank reference and 2 trade references are required and must be sent out immediately. Follow-up is required until we receive them back.'''
**'''≥ 31''' (high to highest risk) → '''the applicant is automatically rejected unless approved by management'''
**'''No Equifax report''' → '''a bank reference and 2 trade references are required'''
**''Fairly new customers or shareholders may not show up on the system''

==Single Item Report==
The single item report is used to obtain a bank reference.

#Click '''Investigation''' under the '''Commercial''' Header in the left column.
#Fill out all required information ''(no need to fill out the principal suppliers section)''
#'''Can we call the company''→ '''No'''
#''Can we call mention your name?''→ '''No'''
#Amount request: $10,000 (for new account set-up)
#Other reason: to open an account.
#Enter required information
#Click '''Submit'''

*Normally you should be receiving a response within 2 business days, if not contact 1-877-254-3263 to follow-up. Our member number is 201WD00143.
*Sometimes they may reply back saying that the bank needs the client’s signed authorization. At this point you may email them page 2 of the customer application which shows the customer agreeing to our terms and conditions.

[[File:Nancy49.PNG|400px]]
[[File:Nancy51.PNG|400px]]

==Trade References==
In order for new customers to open an account with uniPHARM we require 2 trade (credit) references from them (on the application form).

#Click to Trade Reference Form{{unc|\\superserver.unipharm.local\Accounting\common\AR\New Account\Trade Reference}}
#Fill out the necessary information and at the bottom of the form tick the appropriate box whether this is a first, second or third request.
#Once completed you may either click File and choose to attach it to your email or click on the Submit Form by Email button at the bottom of the document.
#Should you choose to click on the button. The email will be sent via accountsreceivable@unipharm.com. Make sure you have access to this common email before you click the button.
#Remember to follow up the request with the respective suppliers within the week you sent in the form!

[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]

Customer Service:CNS - Duplicate Management

2020-03-09T18:48:56Z

Ravindera: /* Steps to Delete Records */

==Entering CNS Main Info Contact==
*An effective CNS Management system will ensure that there are no duplicates and if there are duplicates identified, all links must be checked prior to the deletion.
*Every 3 months, the CNS Management Coordinator will check for duplicate records.

==Steps to Delete Records==

#Select '''3 CNS -- Contacts'''
#Select '''3 Show list of names'''
#Enter Store name to ensure you do not enter a duplicate entry

#Press '''Enter'''

===Entering Roles===
#Enter '''Account number''' under Customer/Vendor
#Enter '''REMADEM''' under Role Code
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''
#Press '''F12''' to move back until you reach the CNS - Enter/Update Contact Names screen

[[File:Nancy46.PNG|400px]]

===Entering Addresses===
#Press '''F8''' (Phone/Email)
#Press '''F6''' to add a record
#Enter Effective Dates (ending date should be Dec 31 50)
#Enter each Type (WORKPH, WORKFX, WORKEM, ORDCON & RMADEM)
#Enter Phone/Email or Fax dialing string
#Enter '''AC''' under Status
#Press '''Enter'''
#Press '''F12'''

[[File:Nancy47.PNG|400px]]

==Entering CNS Individual Contact==
You do not have to enter the main telephone or fax numbers if they have been entered in '''MAIN INFO'''.

#Select '''3 CNS -- Contacts'''
#Select '''3 Show list of names'''
#Enter Individual name to ensure you do not enter a duplicate entry
#Press '''F6''' to add a new record
#Enter Salutation
#Enter First Name
#Enter Surname
#Enter '''Y''' for Publish to Lotus Notes
#Enter '''MANUAL''' under Source Code for Name
#Enter '''Y''' under Allowed on Web
#Press '''Enter'''

===Entering Cust/Links===
#Press '''F11''' to link to Customer Account
#Press '''F6''' to add new record
#Enter '''account number''' under link to Customer/Vendor
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''

===Entering Roles===
#Press '''F8''' to enter Contact role (note Main Info often does not have a role but could have the REMAD role which is the remittance advice email for EFT payments)
#Press '''F6''' to add record
#Enter '''Account number''' under Customer/Vendor
#Enter Role Code (STORE OWN, PHARMACIST, MANAGER, RMADEM (if contact is the remittance advice contact)
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''
#Press '''F12''' to move back until you reach the CNS - Enter/Update Contact Names screen

[[File:Nancy46.PNG|400px]]

===Entering Addresses===
#Press '''F8''' (Phone/Email)
#Press '''F6''' to add a record
#Enter Effective Dates (ending date should be Dec 31 50)
#Enter each Type (CELLPH & RMADEM)
#Enter Phone/Email or Fax dialing string
#Enter '''AC''' under Status
#Press '''Enter'''
#Press '''F12'''

[[File:Nancy47.PNG|400px]]

==Entering Documents List==
You must enter the main email and fax addresses to documents list which will be the default for any invoice/credit notes sent to the customer

#Select '''3 CNS -- Contacts'''
#Select '''5 Show documents list'''
#Press '''Enter'''
#Enter '''DS''' next to INVOICE
#Press '''Enter'''
#Enter '''Customer number''' under Cust/Vendor
#Press '''Enter'''
#Press '''F6''' to add a new record
#Enter '''?''' under Related to Customer/Vendor
#Press '''Enter'''
#Enter '''Customer number''' under Code
#Press '''Enter'''
#Enter '''1''' next to Cust number and press '''enter'''
#Enter '''?''' under Contact to Customer Vendor Link
#Press '''Enter'''
#Enter '''Customer number''' under Cust Link
#Press '''Enter'''
#Enter '''1''' next to Main INFO contact and press '''enter''
#Enter '''Email''' under Mode and '''WORKEM''' under Dist Type
#Press '''Enter'''
#Press '''F12'''
#Press '''F6''' to add a new record
#Enter '''?''' under Related to Customer/Vendor
#Press '''Enter'''
#Enter '''Customer number''' under Code
#Press '''Enter'''
#Enter '''1''' next to Cust number and press '''enter'''
#Enter '''?''' under Contact to Customer Vendor Link
#Press '''Enter'''
#Enter '''Customer number''' under Cust Link
#Press '''Enter'''
#Enter '''1''' next to Main INFO contact and press '''enter''
#Enter '''Fax''' under Mode and '''WORKFX''' under Dist Type
#Press '''Enter'''
#Press '''F12'''

[[Category:Workflows-Customer Service]]
[[Category:CNS]]

Customer Service:CNS - Duplicate Management

2020-03-05T18:08:13Z

Ravindera: /* Steps to Delete Records */

==Entering CNS Main Info Contact==
*An effective CNS Management system will ensure that there are no duplicates and if there are duplicates identified, all links must be checked prior to the deletion.
*Every 3 months, the CNS Management Coordinator will check for duplicate records.

==Steps to Delete Records==

#Select '''3 CNS -- Contacts'''
#Select '''3 Show list of names'''
#Enter Store name to ensure you do not enter a duplicate entry

date should be Dec 31 50)
#Press '''Enter'''

===Entering Roles===
#Press '''F8''' to enter Contact role (note Main Info often does not have a role but could have the REMAD role which is the remittance advice email for EFT payments)
#Press '''F6''' to add record
#Enter '''Account number''' under Customer/Vendor
#Enter '''REMADEM''' under Role Code
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''
#Press '''F12''' to move back until you reach the CNS - Enter/Update Contact Names screen

[[File:Nancy46.PNG|400px]]

===Entering Addresses===
#Press '''F8''' (Phone/Email)
#Press '''F6''' to add a record
#Enter Effective Dates (ending date should be Dec 31 50)
#Enter each Type (WORKPH, WORKFX, WORKEM, ORDCON & RMADEM)
#Enter Phone/Email or Fax dialing string
#Enter '''AC''' under Status
#Press '''Enter'''
#Press '''F12'''

[[File:Nancy47.PNG|400px]]

==Entering CNS Individual Contact==
You do not have to enter the main telephone or fax numbers if they have been entered in '''MAIN INFO'''.

#Select '''3 CNS -- Contacts'''
#Select '''3 Show list of names'''
#Enter Individual name to ensure you do not enter a duplicate entry
#Press '''F6''' to add a new record
#Enter Salutation
#Enter First Name
#Enter Surname
#Enter '''Y''' for Publish to Lotus Notes
#Enter '''MANUAL''' under Source Code for Name
#Enter '''Y''' under Allowed on Web
#Press '''Enter'''

===Entering Cust/Links===
#Press '''F11''' to link to Customer Account
#Press '''F6''' to add new record
#Enter '''account number''' under link to Customer/Vendor
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''

===Entering Roles===
#Press '''F8''' to enter Contact role (note Main Info often does not have a role but could have the REMAD role which is the remittance advice email for EFT payments)
#Press '''F6''' to add record
#Enter '''Account number''' under Customer/Vendor
#Enter Role Code (STORE OWN, PHARMACIST, MANAGER, RMADEM (if contact is the remittance advice contact)
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''
#Press '''F12''' to move back until you reach the CNS - Enter/Update Contact Names screen

[[File:Nancy46.PNG|400px]]

===Entering Addresses===
#Press '''F8''' (Phone/Email)
#Press '''F6''' to add a record
#Enter Effective Dates (ending date should be Dec 31 50)
#Enter each Type (CELLPH & RMADEM)
#Enter Phone/Email or Fax dialing string
#Enter '''AC''' under Status
#Press '''Enter'''
#Press '''F12'''

[[File:Nancy47.PNG|400px]]

==Entering Documents List==
You must enter the main email and fax addresses to documents list which will be the default for any invoice/credit notes sent to the customer

#Select '''3 CNS -- Contacts'''
#Select '''5 Show documents list'''
#Press '''Enter'''
#Enter '''DS''' next to INVOICE
#Press '''Enter'''
#Enter '''Customer number''' under Cust/Vendor
#Press '''Enter'''
#Press '''F6''' to add a new record
#Enter '''?''' under Related to Customer/Vendor
#Press '''Enter'''
#Enter '''Customer number''' under Code
#Press '''Enter'''
#Enter '''1''' next to Cust number and press '''enter'''
#Enter '''?''' under Contact to Customer Vendor Link
#Press '''Enter'''
#Enter '''Customer number''' under Cust Link
#Press '''Enter'''
#Enter '''1''' next to Main INFO contact and press '''enter''
#Enter '''Email''' under Mode and '''WORKEM''' under Dist Type
#Press '''Enter'''
#Press '''F12'''
#Press '''F6''' to add a new record
#Enter '''?''' under Related to Customer/Vendor
#Press '''Enter'''
#Enter '''Customer number''' under Code
#Press '''Enter'''
#Enter '''1''' next to Cust number and press '''enter'''
#Enter '''?''' under Contact to Customer Vendor Link
#Press '''Enter'''
#Enter '''Customer number''' under Cust Link
#Press '''Enter'''
#Enter '''1''' next to Main INFO contact and press '''enter''
#Enter '''Fax''' under Mode and '''WORKFX''' under Dist Type
#Press '''Enter'''
#Press '''F12'''

[[Category:Workflows-Customer Service]]
[[Category:CNS]]

Customer Service:Customer Service/Accounting Area Power

2019-07-25T18:50:50Z

Ravindera:

==Customer Service/Accounting Area Power==

*When we next have an unplanned power failure, Harman, Christine, Siony, Ravinder, Natalie, Donna & Nancy will be able to continue working because the battery backups under their desks will keep the computers on during the short time period between Hydro failing and the generator turning on.

* Ravinder and Matt will be able to work for 60-90 minutes using the larger battery underneath Ravinder's desk.

*The other names above can continue to work as long as the generator is running

*Cheryl does not have any battery backup and is not connected to the generator during a Hydro failure, however her computer can be powered by a long extension cord if needed, which Gerald has purchased.
[[Category:Workflows-Customer Service]]
[[Category:Customer Service]]

==Check with IS Deparment==

* If you have any questions, please ask and we will be happy to clarify anything.

Customer Service Talk:CNS - Duplicate Management

2019-06-28T18:57:27Z

Ravindera:

Entering Documents List[edit]
Entering Roles[edit]

1.Select 3 CNS -- Contacts
2.Select 3 Show list of name
3.Press Enter
4.Enter than see is any duplicate contact roles
5.Press page down to see all the way down
6.Enter if see any duplicate contact
7.Type PU purge from of the name
8.Enter twice to confirm delete for duplicate contact roles
9.If any question see Nancy

Customer Service Talk:CNS - Duplicate Management

2019-06-28T18:27:41Z

Ravindera: Created page with "Entering Documents List[edit] Entering Roles[edit] 1.Select 3 CNS -- Contacts 2.Select 3 Show list of name 3.Press Enter 4.Enter than see is any duplicate contact roles 5.Pr..."

Entering Documents List[edit]
Entering Roles[edit]

1.Select 3 CNS -- Contacts
2.Select 3 Show list of name
3.Press Enter
4.Enter than see is any duplicate contact roles
5.Press page down to see all the way down
6.Enter if see any duplicate contact
6/28/19 11:25:34 uniPHARM -- PRODUCTION CNRIQ100/LISTCTL
List of Contact Names PRODUCTION 1.00
Display Order Field Test Values
SURNAM By Contact Surname ·········· ···· ···············
AND ·········· ···· ···············
Limit to AND ·········· ···· ···············
Search Start at (or use search) CUST/VEND# Source St Lot Web Added by
······ ························· ··········· ·········· ·· · · ··········

MA=Main Info GR=Groups AD=Phone/Email CV=Cust/Vend Links AU=Audit
UD=User Data PU=Purge CP=Copy UC=User Classes
Surname WORKPH PHARM·#··· STATUS···· ADDED·BY··
·· (FUTURO) RETURNS, 3M CANA AC RAYMONDU
·· A CATERED AFFAIR, MAIN IN 604-681-1198 AC CHRISTINET
·· A DESIGN UNIQUE, MAIN INF 1-360-281-5154 AC FORVE001
·· A ONE SAFETY, MAIN INFO 1-250-748-4232 AC WEBCU001
·· A. LASSONDE, MAIN INFO 1-450-469-0856 AC CHRISTINET
·· A.C.E. COURIER, MAIN INFO 1-250-741-1401 AC FORVE001
·· A.S.R. OF CANADA, ORDER D 1-905-853-1600 AC VNRUP010
·· A&A CONTACT, MAIN INFO 604-538-1042 AC FORVE001
·· A&F PRINTING, MAIN INFO 604-430-9211 AC FORVE001 +
SCREEN VALUES RETRIEVED FROM LAST SAVE. F21=Scrn Reset
F3=Exit F5=Refresh F6=Add a contact name F12=Previous F24=Scrn Save

7.Type PU purge from of the name
8.Enter twice to confirm delete for duplicate contact roles
9.If any question see Nancy

Customer Service:Customer Service/Accounting Area Power

2018-06-08T18:23:40Z

Ravindera: /* Customer Service/Accounting Area Power */

==Customer Service/Accounting Area Power==

*When we next have an unplanned power failure, Harman, Christine, Siony, Ravinder, Natalie, Donna & Nancy will be able to continue working because the battery backups under their desks will keep the computers on during the short time period between Hydro failing and the generator turning on.

* Ravinder and Natalie will be able to work for 60-90 minutes using the larger battery underneath Ravinder's desk.

*The other names above can continue to work as long as the generator is running

*Cheryl does not have any battery backup and is not connected to the generator during a Hydro failure, however her computer can be powered by a long extension cord if needed, which Gerald has purchased.
[[Category:Workflows-Customer Service]]
[[Category:Customer Service]]

==Check with IS Deparment==

* If you have any questions, please ask and we will be happy to clarify anything.

Customer Service:Customer Service/Accounting Area Power

2018-06-06T18:12:47Z

Ravindera: /* Customer Service/Accounting Area Power */

==Customer Service/Accounting Area Power==

*When we next have an unplanned power failure, Harman, Christine, Siony, Ravinder, Natalie and Donna & Nancy will be able to continue working because the battery backups under their desks will keep the computers on during the short time period between Hydro failing and the generator turning on.

* Ravinder and Natalie will be able to work for 60-90 minutes using the larger battery underneath Ravinder's desk.

*The other names above can continue to work as long as the generator is running

*Cheryl does not have any battery backup and is not connected to the generator during a Hydro failure, however her computer can be powered by a long extension cord if needed, which Gerald has purchased.
[[Category:Workflows-Customer Service]]
[[Category:Customer Service]]

==Check with IS Deparment==

* If you have any questions, please ask and we will be happy to clarify anything.

Category talk:Customer Service

2018-06-06T18:00:22Z

Ravindera: Blanked the page

Customer Service:Customer Service/Accounting Area Power

2018-06-06T17:59:32Z

Ravindera: Created page with "==Customer Service/Accounting Area Power== *When we next have an unplanned power failure, Harman, Christine, Siony, Ravinder, Natalie and Donna plus yourself will be able t..."

==Customer Service/Accounting Area Power==

*When we next have an unplanned power failure, Harman, Christine, Siony, Ravinder, Natalie and Donna plus yourself will be able to continue working because the battery backups under their desks will keep the computers on during the short time period between Hydro failing and the generator turning on.

* Ravinder and Natalie will be able to work for 60-90 minutes using the larger battery underneath Ravinder's desk.

*The other names above can continue to work as long as the generator is running

*Cheryl does not have any battery backup and is not connected to the generator during a Hydro failure, however her computer can be powered by a long extension cord if needed, which Gerald has purchased.
[[Category:Workflows-Customer Service]]
[[Category:Customer Service]]

==Check with IS Deparment==

* If you have any questions, please ask and we will be happy to clarify anything.

Ravindera: /* Overview */

==Overview==
:* When a store calls about closing on Saturday, we have to notify the warehouse supervisor or leadhand.
:* If you receive calls on Friday about the store being closed on Saturday:
:* Phone the warehouse supervisor or leadhand and also send an email to the Distribution Centre group.
:* Change the pick list shipping date from Saturday to Monday and status from 7:45am to 8:01am

[[Category:Workflows-Customer Service]]
[[Category:Saturday Store Closures]]

Ravindera:

2017-10-30T22:48:01Z

Ravindera:

==Overview==
*The quality of the music is not great through the phone speaker but it no longer has static or interference.
*It might be a good idea to check it every once in a while to make sure it's still playing.
*If you find it's not just let the IT Group. [mailto:itgroup.com itgroup.com]

==Accessing Background Music==
You can access the background music on your phone with the following commands:

*'''#49001''' - Background Music On
*'''#491'''- Background Music Off

== Adjust Music Volume==
To adjust the music volume on your desk phone press the speaker button and hold the volume button up or down to the desired volume. Press the speaker button again to get back to the music. Alternatively you can just call someone in the building and have them put you on hold to test this out.
[[Category:Workflows-Customer Service]]
[[Category:Telephone]]