iBoske | Account Pull Over

Rachel Rife

Do you have all of the necessary information? Yes. No.
Respond to the email requestor asking them to complete the Account Pullover Microsoft Form..
Check MARI - Does the customer have an account in the logon you are being asked to pull one into? Yes. No.
Does the customer have a balance over 90 days or is the account with the largest balance on "X" hold or on master "X" hold? Yes. No.
Do NOT pull the account over until a MCM provides their approval..
Is this account for HP or DIST? Yes. No.
Are we setting up a 5350 or 5351 branch or vice versa? Yes. No.
Set up the account and add a memo in Trilogie noting who submitted the request and your name..
Communicate with sales and let them know the account pullover request has been previously completed. Provide them with the DIST account number and inquire if they need the account pulled over again. If the answer is yes, follow the steps to complete the account pullover process..
Is this account for Pollard Water? Yes. No.
Check with sales and let them know the account is already in Pollard. Do they still need it pulled in again? If the answer is Yes, then follow the account pullover process steps, send email to tax.east@ferguson.com to review tax code and communicate once complete..
Set up the account and add memo in Trilogie and send email to tax.east@ferguson.com to review tax code. Include who submitted the request, your name. Go into CFM and remove the credit hold from the account..
Does the customer have a balance over 90 days or is the account with the largest balance on "X" hold? Yes. No.
Do NOT pull the account over until a MCM provides their approval..
Is this account for DIST or HP? Yes. No.
Are we setting up a 5350 or 5351 branch or vice versa? Yes. No.
Set up the account and add a memo in Trilogie noting who submitted the request and your name..
Communicate with sales and let them know the account pullover request has been previously completed. Provide them with the DIST account number and inquire if they need the account pulled over again. If the answer is yes, follow the steps to complete the account pullover process..
Is this a Pollard Water Account? Yes. No.
Check with sales and let them know the account is already in Pollard. Do they still need it pulled in again? If the answer is Yes, then follow the account pullover process steps, send to tax.east@ferguson.com to review tax code and communicate once complete. Send over.
Set up the account and add memo in Trilogie and send email to tax.east@ferguson.com to review tax code. Include who submitted the request and your name. Go into CFM and remove the credit hold from the account..