Invoice setup

If “TCS” appears in the Context Value, which additional role must be added?

• Invoice Print

• IREC Primary User

• Credit Memo

• TAP Coordinator

When should you send an email to the TAP Team?

• When the customer mentions credit issues

• When “Trimble Positioning Services” appears in Context Value or Divisions

• If no invoice setup is found

• When contact details are incomplete

Which of the following is a correct TAP contact email?

• [e-mail] & [e-mail]

• [e-mail]

• [e-mail] & [e-mail]

• [e-mail]

The Communication tab in oracle is used to verify or create invoice contacts?

• True

• False

A Non American SketchUp customer in profile class must have the “INVOICE PRINT” role.

• True

• False

Where should the invoice contact be updated during the invoice setup process?

• Only in Oracle

• Only in DX

• In both Oracle and DX

• In customer email only

Which role should be updated for the invoice contact in DX?

• Account Owner

• Renewal Notice Recipient
  

• Invoice Recipient

• Signatory

If “[e-mail]” is listed as the Collector Name, which additional role should be added?

• Bill To / Ship To

• Credit Collection

• Renewal

• Credit Memos

Which Transmission Types are valid for invoice setup in Oracle?

• P

• Q

• E

What actions should be taken when closing an invoice setup case?

• Mark the case as closed

• Send a closure email only

• Update the attachment in Oracle and send a closure email to the requester

• Updating the attachment in Oracle is enough