Exl Week 1 Test
- 1.
In RentalMan, what function key is used to go to the Customer Master Maintenance screen?
- A.
F2
- B.
F9
- C.
F10
- D.
Shift F10
Correct Answer
C. F10Explanation
To go to the Customer Master Maintenance screen in RentalMan, the function key F10 is used.Rate this question:
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- 2.
If you change a phone number on an account in RentalMan, you DO NOT have to change it in Getpaid.
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
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.Rate this question:
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- 3.
Account status code "P" means what?
- A.
Account is active.
- B.
Account is paid.
- C.
Account is on delinquent credit hold.
- D.
Account is past due.
Correct Answer
C. Account is on delinquent credit hold.Explanation
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.Rate this question:
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- 4.
Select the correct year that account #525780 was opened below.
- A.
2014
- B.
2000
- C.
2001
- D.
1997
Correct Answer
B. 2000Explanation
The correct answer is 2000.Rate this question:
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- 5.
An account with Credit Code A will:
- A.
Will stay active.
- B.
Will go on hold after an invoice(s) reaches 60 day old and is over $500.
- C.
Will go on hold after an invoice(s) reaches 90 days and is over $1k.
- D.
Will go on hold after an invoice(s) reaches 30 days and is over $500.
Correct Answer
C. Will go on hold after an invoice(s) reaches 90 days and is over $1k. -
- 6.
Using RentalMan, what is the average day to pay for customer #1006500?
Correct Answer
65
65 daysExplanation
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.Rate this question:
- 7.
In order for customer #84579 Cox Air Systems to change their name to Cox Air Inc, we will require a new signed credit application.
- A.
True
- B.
False
Correct Answer
A. TrueExplanation
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.Rate this question:
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- 8.
Select the date the last payment was received on account #1101821 below.
- A.
6/17/10
- B.
9/12/14
- C.
10/2/14
- D.
9/20/14
Correct Answer
C. 10/2/14Explanation
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.Rate this question:
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- 9.
If customer #1123862 wants to receive their nightly invoices via email, we will change the nightly invoicing field in RentalMan to what number?
- A.
4
- B.
2
- C.
3
- D.
1
Correct Answer
C. 3Explanation
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.Rate this question:
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- 10.
ROA stands for? (Full text please)
Correct Answer
Received on Account
Recvd on acct
Recieved on account
Recvd on accountExplanation
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.Rate this question:
- 11.
What is the life to date total revenue of customer #1226837?
- A.
78,760.64
- B.
28,871.84
- C.
55,299.77
- D.
94,875.03
Correct Answer
D. 94,875.03Explanation
The correct answer is 94,875.03. This is the life to date total revenue of customer #1226837.Rate this question:
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- 12.
How many open contracts does customer account #976308 currently have out on rent?
- A.
12
- B.
11
- C.
7
- D.
8
Correct Answer
D. 8Explanation
The correct answer is 8. This means that customer account #976308 currently has 8 open contracts out on rent.Rate this question:
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- 13.
What does PO stand for?
Correct Answer
Purchase orderExplanation
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.Rate this question:
- 14.
What did the customer rent on invoice #119938354-005?
- A.
Forklift
- B.
Welder
- C.
Scissor lift
- D.
Boom
Correct Answer
B. WelderExplanation
The customer rented a welder on invoice #119938354-005.Rate this question:
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- 15.
What type of invoice is invoice #122747767-001?
- A.
Rental
- B.
Work Order
- C.
Sale
- D.
ROA
Correct Answer
C. SaleExplanation
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.Rate this question:
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- 16.
In GetPaid, how many days are there between strategy steps in a STD strategy?
- A.
5
- B.
6
- C.
7
- D.
3
Correct Answer
C. 7Explanation
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.Rate this question:
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- 17.
Which strategy steps are part of the Reminder Stage in GetPaid? Select all that apply.
- A.
S3
- B.
S2
- C.
S4
- D.
S1
Correct Answer(s)
B. S2
D. S1Explanation
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.Rate this question:
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- 18.
What is the Gateway icon used for? Select all that apply.
- A.
Sending strategic letters to customers.
- B.
Sending invoice copies to customers.
- C.
Coding a dispute in GetPaid.
- D.
Sending statements to customers.
Correct Answer(s)
B. Sending invoice copies to customers.
D. Sending statements to customers.Explanation
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.Rate this question:
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- 19.
Who is the active contact for account #1102235
Correct Answer(s)
Annie Hill
AnnieExplanation
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.Rate this question:
- 20.
On a call only strategy account, the first contact with the customer is at how many days?
- A.
25
- B.
32
- C.
39
- D.
46
Correct Answer
C. 39Explanation
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.Rate this question:
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- 21.
Option 2 in RentalMan is used to access Accounts Receivable.
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
Option 2 in RentalMan is not used to access Accounts Receivable. Therefore, the correct answer is False.Rate this question:
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- 22.
Customer #1133231 has what dollar amount promised for payment?
Correct Answer
12,320.86
$12,320.86
$12320.86
12320.86Explanation
The dollar amount promised for payment by Customer #1133231 is $12,320.86.Rate this question:
- 23.
What is the S9 template used for?
- A.
To notify the customer that we have a problem.
- B.
To get approval from credit manager to send a final demand letter or attorney demand letter.
- C.
To request that the branch pick up equipment.
- D.
To request job information from the branch.
Correct Answer
B. To get approval from credit manager to send a final demand letter or attorney demand letter.Explanation
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.Rate this question:
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- 24.
If a customer emails you back a promise to pay, how do you code it in GetPaid?
- A.
Add a history note entering the amount they promised to pay.
- B.
Select dial left message and note account.
- C.
Add a history note, select invoices and promise to pay button, then manually advance account.
- D.
Select dial incoming, select invoices and promise to pay button, then enter detailed notes.
Correct Answer
D. Select dial incoming, select invoices and promise to pay button, then enter detailed notes.Explanation
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.Rate this question:
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- 25.
Account #1016615 has more than 25 transactions. What button do you select to display all transactions on one page in GetPaid?
- A.
Gateway
- B.
Combine
- C.
Configure Display
- D.
Transaction Filters
Correct Answer
C. Configure DisplayExplanation
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.Rate this question:
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- 26.
When using the leave message button in GetPaid, what is the default number of days the system advances the account?
Correct Answer
3
threeExplanation
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.Rate this question:
- 27.
What should you do first before sending a mass fax / email?
- A.
Click the start button
- B.
Select applicable strategy
- C.
Check first five accounts
Correct Answer
C. Check first five accountsExplanation
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.Rate this question:
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- 28.
Before processing the Mass Fax/Email, which box in GetPaid do you have to uncheck?
- A.
Prompt for new contact information
- B.
Confirm sending each
- C.
Send faxes/emails
- D.
Reminder
Correct Answer
B. Confirm sending eachExplanation
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.Rate this question:
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- 29.
What is the transaction button in GetPaid used for? Check all that applies.
- A.
To notate an inbound call or email from a customer.
- B.
To manually advance the follow up date.
- C.
To send an as required document.
- D.
To change the strategy on an account.
Correct Answer(s)
B. To manually advance the follow up date.
D. To change the strategy on an account.Explanation
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.Rate this question:
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- 30.
How much was charged for sales tax on invoice #122977951-001?
Correct Answer(s)
30.00
30
$30
$30.00Explanation
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.Rate this question:
- 31.
What is the last payment amount received on account #1307008?
- A.
$1,181.34
- B.
$1,178.02
- C.
$2,765.30
- D.
$1056.99
Correct Answer
C. $2,765.30 -
- 32.
When was the last S1 sent to cust #1208450?
- A.
9/17/14
- B.
9/24/14
- C.
9/25/14
- D.
10/1/14
Correct Answer
B. 9/24/14Explanation
The last S1 was sent to customer #1208450 on September 24, 2014.Rate this question:
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- 33.
This icon is used when making or receiving a call. Depending on the action taken you will either select Connect, Incoming, No Answer, or Busy.
Correct Answer
Dial icon
Dial
Dial buttonExplanation
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.Rate this question:
- 34.
What do you call the three-page screen in RentalMan that displays the customer account demographic details, etc.?
Correct Answer
Customer Master Maintenance
Customer Master Maintenance Screen
F10
Cust Master Maint
Customer Master MaintExplanation
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.Rate this question:
- 35.
Where do you create a process or problem dispute for the customer's concerns?
- A.
RentalMan
- B.
GetPaid
- C.
Atlas
Correct Answer
B. GetPaidExplanation
In order to create a process or problem dispute for the customer's concerns, the correct platform to use is GetPaid.Rate this question:
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- 36.
What icon in GP should you click if your customer gives you a promise to pay?
- A.
Quick Promise
- B.
Payment Plan
- C.
Dial
Correct Answer
A. Quick PromiseExplanation
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.Rate this question:
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- 37.
This icon is used to send a template communication to either a customer or to someone within United Rentals.
Correct Answer
Send Icon
Send
Send ButtonExplanation
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.Rate this question:
- 38.
Team EXL are going to work on accounts under the AA, NA, SA & STD categories.
- A.
True
- B.
False
Correct Answer
B. False -
- 39.
What was short paid on invoice #121679337-001?
- A.
Misc charges
- B.
Rental amount
- C.
Sales tax
- D.
Environmental fee
Correct Answer
C. Sales taxExplanation
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.Rate this question:
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- 40.
What is the next follow date date for account #1074841?
- A.
9/26/14
- B.
10/1/14
- C.
10/21/14
- D.
9/15/14
Correct Answer
C. 10/21/14Explanation
The next follow-up date for account #1074841 is 10/21/14.Rate this question:
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