PowerPoint Presentation

Hello, welcome to Systems Maintenance Guide to Customer Master Set Ups.

GETTING STARTED. A person and person wearing safety vests and hard hats Description automatically generated with medium confidence.

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Things to know… Once the application opens, Use the drop-down option in order to Fill Out A New Form based on what it is you’re requesting. The 1 st section deals with identifying the “set up” or “Billing type or Address type” Identify your request Bill To Only, Ship to Only, Bill/Ship to type (Note: we do not set up strictly Bill To Only accounts). An X type (Bill to/Ship to) is considered both a bill to and ship to An S type (ship to) is also considered the “Project” needs to have the full address NO P.O. BOX Let’s take a look at the different options and what each one means….

Requesting a Bill To Account (X type). A screenshot of a computer Description automatically generated.

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Customer Master Set Up Tax Enhancement. A new RADIO button “Home Rule” has been added to the Exempt Tax section of the form (US Customers only) Users will still choose Yes for a fully exempt customer and complete normal exemption fields on the Form. No changes follow normal process Users will still choose No for a taxable ship to customer and the Tax area and tax rate is determined during customer load into JDE based on zip code, city and county. No changes follow normal process Users will still Home Rule for Colorado state exempt customers who are still responsible for paying the City or County Home Rule tax rate. Home Rule Exemption radio button will only appear when the address is in the state of Colorado. Home Rule Exemption Required entry fields: Users will be required to enter the Tax Rate Area code on the Form to assign the Home Rule tax rate. The tax geo code will validate to ensure it is setup in JDE and auto populate the tax rate on the FORM A hyperlink to the Colorado Home Rule Tax Rate list is available to lookup by city and find the home rule Geo code . Master Tax list is maintained by our Corporate Tax Department Users will be required to upload the State Exemption certificate and enter the Tax Exempt# and the exemption start / end dates..

Ship To Requests. If the address is different from the Bill to (X) type all information needs to be completed. Remember that ALL areas that appear in BLUE require your attention The ship to name can be catered to whatever helps to identify the project for the end user. There are only 40 characters allowed in the naming convention (please refrain from numbers only.

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Graph on document with pen. Customer Change Requests.

Tax Certification Updates. A screenshot of a computer Description automatically generated with medium confidence.

THAT’S IT! THAT’S ALL Please note that set ups may take up to 24 to 48 hours to complete In cases of emergencies, please send an email to arcustsetup@quikrete.com Completion emails are sent to the submitters email informing them of either a rejection or approval along with the newly generated account number Any other issues, please contact Systems Maintenance Supervisor Kim.Ganey@quikrete.com for assistance.