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Worksheets1-3-3: Invoicing User Guide
Total questions: 15
Worksheet time: 45mins
What is the preferred method for sending an invoice copy to a customer?
Sending it from SOE
Sending it from SAP
Sending it from Salesforce
Call 743-8100, option 4
What is your first step to updating a PO?
Offer to Credit and Re-bill the Customer
Check Doc Flow to Look for an Accounting Document
Go into SAP and Change the PO
How can you tell if a customer is on paperless invoices?
In SOE look under the Account Overview Section to see if it states Paperless Invoicing
Have the Customer look on their Web Account
You cannot tell from our end
In Salesforce, look under the Additional Information field to see if the Electronic Invoice is checked or not
How can you tell if an invoice has been paid?
In SAP Doc Flow it would state cleared
In SOE it would state paid under status
We can't tell from our end
Transfer the call to collections
What is the company code that you need to input when a customer wants to pay an invoice with a credit card?
2900
0330
0300
2299
What transaction code do you use for a customer who wants to pay an invoice with a credit card?
ZZSDV05
ZZSDFIQ
ZZCCPAY
ZZFI_CCPAY
What do you do if the customer wants a single invoice?
Customers can't request a single invoice
Check the Single Invoice box on the Accounts page in SOE
Check the Complete Delivery box on the Accounts page in SOE
If the customer's order was two items coming from third party and five items coming from a DC, can the customer have a single invoice?
Yes, check the the single invoice box on the account overview screen.
No, a Hold Stock delivery block must be set instead and the item category needs to be amended.
Where do you go in SAP to see the customer's current billing indicator?
VA03
/PBS/VA03
ZZSDFIQ
XD03
What does a 001 billing indicator code mean?
Web Billing
Paper Invoice
Email Invoice
Summary Billing
When updating a PO and emailing Credit/Collections to request a reprinted invoice, what information needs to be in the email? (Select all that apply)
The Delivery number
The Order number
Name of the person the invoice is being sent to
Customer's fax number or email address
Can we update a billing address on an invoice?
Yes
No
If an invoice has been archived, where do you go to email it to the customer?
SOE/SAP
Salesforce
CRM
We can't email an archived invoice
Who do you send an email to when requesting a customer's invoice be mailed to them?
invoiceinquiry@grainger.com
customercare@grainger.com
financialservices@grainger.com
customerinquiry@grainger.com
Where do you go in SAP if the only information the customer has is the credit card number used to make the purchase?
VA02
ME51N
ZZSDXD02CC
ZZSDFIQ
