The Back Page 
(for the back office)  

Job Information Report Update!.

Are you completing your Job Information Report electronically (in MS Excel©) yet?

For some time, Karen in the Credit Office has made available an Excel spreadsheet version of the Job Information Report. Many PCs have taken advantage of this convenient and effective tool when setting up new Job accounts. Well, our people in Westlake have put an electronic version on the Intranet site. We have further customized this for the NW Division Credit Office and emailed it to all our PC Managers. If your manager has not yet sent it on to you, be sure to ask.

Using this typed form can save you, the Credit Office and our lien service countless hours in unnecessary phone calls to verify job information, added fees for papers being served at the wrong job site, and expired lien rights resulting from such needless delays.  

This is an easy way to make sure all the data is legible and the form is complete!

Protect your PC with proper procedure.

When a COD customer makes a purchase, be sure to have them sign the original invoice before leaving. If the customer does not have an open account, they have not accepted our standard "terms and conditions" for purchases. By signing the invoice, they acknowledge that they have received a copy of the invoice and thereby accept the terms. Conversely, if the customer has not signed the invoice, and their check bounces, we cannot hold them to our terms, which includes collecting fees for recovering the funds from the bounced check.

Be sure to get all COD customers to sign their invoice before leaving! 

How can I set up CEDNet to send my Daily Sales Summary to the Division / District Office via e-fax? 

Answer...

This answer has two parts: First, set up the Division / District Office fax number in File Maintenance, then set the DSS report to AUTO SEND when you complete it daily.

To set up the Division / District Office to receive e-faxes, log on with a User ID that has the proper permissions set up (usually a manager), then go to File Maintenance, Maintain Email Address/Fax Number File (option 12). Use F10 and select the recipient type "Division" to enter or change the information to include the fax number for Division or District. (See CEDNet procedures on the Intranet site for more detailed steps.)

Then, when you are printing your Final Daily Sales Summary for your files, you will be prompted to AUTO SEND (Y/N) the billing day. Selecting Y will launch your email service, which forwards the fax to the fax provider and on to the Division or District Office.

Fraud Alert...
One of our PCs has reported that their FedEx account has been fraudulently used by another company to ship packages cross-country. They are now working with the Fraud department at FedEx to clear up their bill and correct this problem.

When you receive your statements from FedEx and UPS, be sure to go over them carefully. If you see any suspicious charges, contact the shipping company's Fraud Department immediately!

Don't be the next victim - guard your account numbers closely!