Training:
G: All dead deals are coded to these codes.
Me: So all dead deals use these codes? So if someone indicates that this is a dead deal, I just use these codes every time?
G: Yes.
Today, reviewing my coding:
G: You used the wrong codes on these invoices.
Me: they're deal deals. I used the codes for Dead Deals.
G: Yes, these are dead, but they're Development.
Me: I took notes that say that all dead deals use the same codes.
G: They do. But this is Development.
Me: So all dead deals don't use the same codes.
G: Yeah, they do. Unless it's Development.
***
G: I see you used a Property Number. Are you sure the Pursuit Cost number is inactive?
Me: You said that a Property number supercedes a Pursuit Cost number.
G: It does. Unless the Pursuit Cost number is still active, in which case you use that.
Me: And how will I know that it's inactive?
G: It will be grayed out on that screen if it's inactive.
Me: OK. So if a Property number exists on this other spreadsheet, I need to check in this database to make sure that any Pursuit Cost number previously associated with this is inactive, which I can ascertain by seeing whether it's grayed out.
G: Exactly.
LATER. After contacting a regional accountant about an inactive Pursuit Cost number on a property that has no Property Number, and after being told that the Pursuit Cost number should be active, I emailed G to have her cross-check for me.
G: The Pursuit Cost Number is active.
Me: Where are you seeing this? Keep that screen open.
(I walk to her desk.)
Me: It's grayed out.
G: Where?
Me: HERE. (jabbing my finger at the screen.)
G: Oh, no that doesn't matter. You have to look here (points to another field) to see what the status reads. Being grayed out doesn't make a difference.
I thanked her and walked the perimeter of the floor three times to calm down.
2 comments:
My useless ex-assistant was just promoted to a senior position. You have nothing to complain about.
Well, then, why don't you quit a third time. Like my breakups, it's the charm.
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