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Accounts - Coggle Diagram
Accounts
XGL
Client
Billing
Invoicing
Historical
Future
Attributes
Discount
Default Revenue Type (
Commadity
Billing Preference
Profile
Credit Terms
On Hold
Name
CIA
Store Number
DNU - Do Not Use (Soft Delete)
Mismatch Report
Linx reports
Seek Reporting
If we move the profile to Ad Suite, how do we do Miss Match Report
Credit Terms Matched to Millennium based on Name
Report
Revenue
Row Forwards
aging
Billing
Payments
Duplicative?
Order and Invoice on account trafficked
Intentional Duplicates
Duplicative Agencie
Address
Invoices
Refunds
Context
Salesforce
Research for cash posting
Open Opportunity on Account
Notes
Prepayment Credit Card On Opp
Copy of Check
Emails
Credit
STatus
Approval
Terms
Collection
Address Updates
Opportunity
Credits
Agency Discounts
EDI?
Reporting
Discounts
New
Usually Coop
Owner
TIM
Setup
No Client ID (Eclipse ID)
Based on Agency/Advertiser
Create one in Eclipse
No Terms - Flagged as CIA (Checkbox)
Forces Review
EDI Checkbox
Terms
Credit Status
Order Review
CIA
Does it have Agency?
Repeat Offend
AE
CS
Billing Address
Comes from SFDC
Call Sales Rep
Prints on Contract
Profile
Commadity Code
How invoicing is wanted
Print
EDI
Batch
Strate
AdCore
NCC
Email
Name
Pre-fix with CIA
Push from SFDC?
P - Political
Do we need if it is an attribute in SFDC/Ad Suite
PR
PI
PD
Operative
Product Ordered
Sage