Cisco Service Contract Center Q2FY14

Transcription

1 Cisco Service Contract Center Q2FY14 November 17 th 2013 Release Update Training for 2TNG Distributor 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 1

2 Quoting & Ordering Enhancements Quick Quoting and Standard Quoting General Enhancements General 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 2

3 Quoting & Ordering Enhancements Optional Install at Site Contact Info Multiple Quote Upload template to include columns for Reseller Contact Information and Duration Automatically Fix Quote Line Configuration Mismatch Error Correction Quote Mapped to Invalid Install Sites Automation of Serial Number Error Correction Service Duration Validations for RNSD (Reusable Non-Standard Discount) General Browser Support Portuguese Language Support New Character Support for Multiple Quote Upload Template Blank ENT SKU column in Multiple Quote Upload template will pull value from Preferences Business Entity Enablement Bill to Name Drop Down 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 3

4 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 4

5 The Line Items and Pricing Column Row Display (List of Available Columns), will allow filtering for the following: Install Site Contact First Name Install Site Contact Last Name Install Site Contact Install Site Contact Phone A Click on Line Items and Pricing. B Turn the Filters option to ON. C On the upper right, click on Column and Row Display. D A new window will pop up to allow you to select the Install Site columns to be visible. D A B C 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 5

6 Alternatively, you can pull out the List of Available Columns by using the Columns/Rows drop down and click on Show/Hide Cols Pricing Quoting 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 6

7 During the Standard Quote creation process, the Single Quote Upload Template will now include the following new columns: Install Site Contact First Name Install Site Contact Last Name Install Site Contact Install Site Contact Phone NOTE: Users may need to update macros for these reports to accommodate the additional columns Cisco and/or its affiliates. All rights reserved. Cisco Public 7

8 During the Standard Quote creation process, the Single Quote Upload Template will now include the following new columns: Install Site Contact First Name Install Site Contact Last Name Install Site Contact Install Site Contact Phone NOTE: Users may need to update macros for these reports to accommodate the additional columns Cisco and/or its affiliates. All rights reserved. Cisco Public 8

9 The Multiple Quote Upload Template from Import Multiple Quotes will now include the following new columns: Install Site Contact First Name Install Site Contact Last Name Install Site Contact Install Site Contact Phone NOTE: Users may need to update macros for these reports to accommodate the additional columns Cisco and/or its affiliates. All rights reserved. Cisco Public 9

10 The Install Site Contact Information will be included in the Single and Multiple Quote Upload Quote Validation Report and Summary Report. The Values will be populated if formatted correctly during upload. The user can refer to the error column to assist with any unexpected results. NOTE: Users may need to update macros for these reports to accommodate the additional columns Cisco and/or its affiliates. All rights reserved. Cisco Public 10

11 If you choose to add the Install Site Contact information, you must fill in the First Name, Last Name, and . Phone Number is optional. If the three required fields are not inputted completely, Install Site Contact Information for the Install Site will be ignored. If you have same Install Site but multiple contacts, the first contact name will take priority. You can only have 1 contact per Install Site. To edit the install site contact data, you can download the quote in reloadable format, edit the install site contact data, then re upload Any combination of alpha numerical characters are accepted. The only acceptable special characters are: apostrophes, spaces and hyphens for First/Last name. addresses may include any combination of alpha numerical but must include character and a period two characters after character Cisco and/or its affiliates. All rights reserved. Cisco Public 11

12 The Single and Multiple Quote Upload Template can be downloaded from the Action drop down in Advanced Search by following the steps below: A Check the Quotes you would like to download B From the Action drop down menu, select Download A B 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 12

13 In the Single or Multiple Quote download you will find the following new columns: Install Site Contact First Name Install Site Contact Last Name Install Site Contact Install Site Contact Phone NOTE: Users may need to update macros for these reports to accommodate the additional columns Cisco and/or its affiliates. All rights reserved. Cisco Public 13

14 The Multi Quote Upload template will now include the following new columns: Reseller CCO User ID Reseller Company Name Reseller Address 1 Reseller Address 2 Reseller Address 3 Reseller Address 4 Reseller City Reseller State/Province Reseller Postal Code Reseller Country Reseller Contact First Name Reseller Contact Last Name Reseller Contact Phone Reseller Contact NOTE: Users may need to update macros for these reports to accommodate the additional columns Cisco and/or its affiliates. All rights reserved. Cisco Public 14

15 The Multi Quote Upload template will now include the following new columns: Reseller CCO User ID Reseller Company Name Reseller Address 1 Reseller Address 2 Reseller Address 3 Reseller Address 4 Reseller City Reseller State/Province Reseller Postal Code Reseller Country Reseller Contact First Name Reseller Contact Last Name Reseller Contact Phone Reseller Contact NOTE: CSCC will drive the Reseller BID based on the user provided Reseller Company Name and Reseller Address. If the Reseller Company Name and Reseller Address does not exist, the system will create a new Reseller BID Cisco and/or its affiliates. All rights reserved. Cisco Public 15

16 The Multi Quote Upload template will now include the following new columns: Reseller CCO User ID Reseller Company Name Reseller Address 1 Reseller Address 2 Reseller Address 3 Reseller Address 4 Reseller City Reseller State/Province Reseller Postal Code Reseller Country Reseller Contact First Name Reseller Contact Last Name Reseller Contact Phone Reseller Contact NOTE: All four fields (First Name, Last Name, Phone, and ) are mandatory for processing. If the fields are incomplete/missing/blank/fails validation the entire Reseller Contact Information will be ignored and quote will not have any reseller contact information Cisco and/or its affiliates. All rights reserved. Cisco Public 16

17 If the user enters a Reseller BID, the system will use the Reseller BID field and ignore all other fields. If a Reseller BID is not provided, the system will look to the CCO Reseller User ID as the second priority and populate the Reseller BID. If no Reseller BID or CCO User ID is provided, the system will look for the Company Name and Address to select a BID. If the Reseller Contact Information fails any validation, an information message will be available to the user in the Multiple Quote Upload Summary Report Cisco and/or its affiliates. All rights reserved. Cisco Public 17

18 The Reseller CCO User ID, Reseller Contact Information, and address columns will be included in the Multiple Quote Upload Quote Validation Report, but the values will not populate after downloading the information from the quote manager Cisco and/or its affiliates. All rights reserved. Cisco Public 18

19 Duration is a new column in the Multiple Quote Upload Template. Users can enter the values 12, 24, 36 for Hardware and 12, 24, 36, 60 for Software. The line will set the start date as (End date +1) and end date as (X months from start date) If a non-standard duration is being considered (not the above values), the values will be ignored. Do not use the duration column. Instead, use the Begin/End Date Column in the Multiple Quote Upload Template instead. NOTE: Users may need to update macros for these reports to accommodate the additional columns. NOTE: If no start date is entered, the system will enter the following day as the start date and set the duration for 12 months 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 19

20 Previously, quotes were failing validation when quote lines were mismatched with current configuration records within CSCC Now, CSCC will automatically fix and sync lines on a quote to match actual configuration records in CSCC. A warning error will be displayed which enables user to verify correction and revalidate Cisco and/or its affiliates. All rights reserved. Cisco Public 20

21 This error is thrown if an Instance ID is reflected as both a major and a minor in the Install Base; CSCC will NOT automatically fix and sync. This error requires user to open a support case to match configuration Cisco and/or its affiliates. All rights reserved. Cisco Public 21

22 This error requires revalidation of quote if fix/sync operation is acceptable, otherwise user can use Link/Delink Template to adjust configuration in CSCC 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 22

23 To use the Link/Delink template, navigate to Contracts > Upload Manager A Select Link Standalone Minor Products or Delink Configured Minor Products from drop-down menu B Input information into the given fields (see below) Upload the file using the Upload Manager C A C B NOTE: All External Users who have the ability to quote will have access to the Link/Delink templates 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 23

24 In the event of a quote line / configuration mismatch, this warning error is thrown when full validation is run Cisco and/or its affiliates. All rights reserved. Cisco Public 24

25 This error can be resolved by either: Checking the lines relevant to the error to ensure that CSCC has reconfigured them properly and revalidating the quote Using the Link/Delink template to change the line back to its original configuration Cisco and/or its affiliates. All rights reserved. Cisco Public 25

26 In this example, a Minor line item s Parent instance number was changed in the quote. The Auto Deleted Items screen shows which record was deleted when CSCC auto fixed the configuration mismatch. To do so manually a user can utilize the Link/Delink template to reconfigure the line Using the Link template, the Minor line item s Parent Instance Number is changed back to the original Parent Instance Number and relinked with the Major Line Item 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 26

27 Use Upload Manager to upload the Link template into CSCC, which will reattach the Minor line item to the parent Major line item A confirmation will be received at the given address when the configuration change has been completed 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 27

28 Revalidate the quote to remove the configuration mismatch error 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 28

29 Previously, entering a Serial Number, Instance Number, or other identifier that is mapped to two or more Install Sites will throw an Oracle Hard Stop error Now, when this happens, CSCC will utilize filter logic and provide user with corrected Install Site IDs on accurate lines Cisco and/or its affiliates. All rights reserved. Cisco Public 29

30 User adds a line to a quote using 1) Add Line 2) Add/Upload Line 3) Cut and Paste 4) Upload Excel from Template 5) Import from Contract/Quote/Product Purchase Order/Product Sales Order When the line is added, CSCC determines which install site ID to use If there is an invalid Install Site ID associated with that line, this hard stop error is thrown, requiring a support case to be opened Cisco and/or its affiliates. All rights reserved. Cisco Public 30

31 User adds a line to a quote using: 1) Add Line 2) Add/Upload Line 3) Cut and Paste 4) Upload Excel from Template 5) Import from Contract/Quote/Product Purchase Order/Product Sales Order When the line is added, CSCC determines which install site ID to use If there is an invalid Install Site ID associated with that line, CSCC will go through a series of questions to determine whether it should use: 1) An existing Install Site ID 2) A new Install Site ID at the same location 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 31

32 CSCC correction of Install Site IDs will be reflected in Audit Log and Change History Report Cisco and/or its affiliates. All rights reserved. Cisco Public 32

33 CSCC will catch incorrect Install Site IDs, so no Install Site ID errors will no longer be reflected on the Error Type Cisco and/or its affiliates. All rights reserved. Cisco Public 33

34 Previously, incorrect entry of a Serial Number results in an error requiring manual correction Now, when Automate Error Resolution is selected, CSCC automatically fixes an incorrect Serial Number prior to attaching it to the line item 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 34

35 Automatic Error Resolution can be found within: Preferences > Quotes > Service Level & Co- Term 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 35

36 Automate Error Resolution for a single quote: Can be found within Estimates/Quotes > Quick Price / Quote 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 36

37 Automate Error Resolution for a single quote can be found within Import/Export > Import > Upload Excel from Template 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 37

38 When errors are corrected, they will be displayed in Fixed status on the Error Details screen. NOTE: Automatic Error Resolution can be found within: Preferences > Quotes > Service Level & Co-Term 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 38

39 Error Code SCSER1002 SCSER1004 SCSER1008 Description The Serial Number and Product Number combination was not found. A different Product Number was found for this Serial Number. The Serial Number and Product Number combination was not found. The product on this line is set to 'Do Not Renew' on the existing contract. XXCSS_QOT_Q_SF_INVLGTH The serial number on this line is formatted incorrectly. Its length is not valid. XXCCS_SCDC_SN_SF_1 The serial number is formatted incorrectly. It contains a disallowed keyword Cisco and/or its affiliates. All rights reserved. Cisco Public 39

40 Error Code XXCCS_SCDC_SN_SF_3 XXCSS_QOT_SER_NOT_FOUND XXCSS_QOT_SER_DUP_PRFY_DIF Description Sweeps Customer Primary Theater is invalid. The serial number / PAK number entered was not found in the Cisco database and may be invalid. Multiple instances of the serial number entered were found in the Cisco database. XXCSS_QOT_SER_SARA_MATCH The serial number entered is not listed on a contract associated with your user ID. However, similar serial numbers were found and are available for review Cisco and/or its affiliates. All rights reserved. Cisco Public 40

41 Previously, all non-standard duration lines have errors automatically overridden if attached to a Deal ID and within the non-standard duration range of months. System would allow a one-time below minimum duration exception (i.e. quote lines with less than one year duration) for RNSD discounts. Now, CSCC will only automatically override non-standard duration errors if the specific line that is non-standard duration meets the terms of the Reusable Non-Standard Discount (RNSD) deal. System will no longer allow a one-time below minimum duration exception for RNSD discounts Cisco and/or its affiliates. All rights reserved. Cisco Public 41

42 In Q1FY14 release, CSCC would automatically override an error being thrown if the duration of a quote was Non-standard (i.e. greater than 36 months and less than or equal to 60 months), providing that the quote has a Deal ID associated with it. In Q2, an additional check is being added to ensure that quote line items which have nonstandard duration are a part of the Reusable Non-Standard Discount deal, and are discounted appropriately. This is being done to bring parity to the way CSCC and CCW treat RNSD deals. As a result of this, quote lines with durations less than the RNSD deal minimum duration will not receive RNSD discounts. NOTE: This does not apply to One Time Deals, only RNSD. One Time Deals remain as-is from Q Cisco and/or its affiliates. All rights reserved. Cisco Public 42

43 Service SKU Service Level Line Type Service Duration Deal Discount Standard Disc. Service Level SNT % 23% Service SKU CON-SNT % 23% Service SKU CON-SNT % 23% Service SKU CON-SPAR % 23% Duration Discount Reason Orderable? CON-SPAR SNT <12 23% - SKU and SL match RNSD - Duration less than approved Deal duration - Duration is standard (36 months or fewer) - Note: quote lines with less than minimum duration exceptions will no longer receive an RNSD discount, only a standard discount CON-SNT-1802 SNT 36 23% + MYD - SKU and SL match RNSD - Duration within approved duration for SKU, but less than approved duration for SL - Duration is standard (36 months or fewer) - Duration qualifies for Multi-Year Discount CON-SNT-1802 SNT 48 60% - SKU and SL match RNSD - Duration within approved RNSD duration Yes Yes Yes CON-SNT-1802 SNT 60 60% - SKU and SL match RNSD - Duration within approved RNSD duration Yes CON-SNT-9401 SNT 42 52% - SKU does not match RNSD - SL does match RNSD - Duration within approved RNSD duration for SL, SL discount applies Yes 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 43

44 Service SKU Service Level Line Type Service Duration Deal Discount Standard Disc. Service Level SNT % 23% Service SKU CON-SNT % 23% Service SKU CON-SNT % 23% Service SKU CON-SPAR % 23% Duration Discount Reason Orderable? CON-SPAR SPAR % - SKU matches RNSD - SL does not match RNSD - Duration within approved RNSD duration for SKU, SKU discount applies CON-SNT-7301 SNT 72 48% - SKU and SL match RNSD - Duration exceeds max non-standard duration (greater than 60 months) - SCDAT 5033 error CON-SNT-1802 SNT 38 23% + MYD - SKU and SL match RNSD - Duration less than approved Deal duration - Duration is non-standard (exceeds 36 months) - SCDAT 5010 error Yes No No CON-SPAR SPAR 24 55% - SKU matches RNSD - SL does not match RNSD - Duration is standard (36 months or fewer) - Duration within approved RNSD duration for SKU, SKU discount applies CON-SNT-1802 SNT 42 23% - SKU and SL match RNSD - SL Duration within approved Deal duration - SKU Duration less than approved Deal duration - Duration is non-standard (exceeds 36 months) - SCDAT5010 error Yes No 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 44

45 SCDAT 5010 Description: Service end date is invalid. Check end date for the following conditions: 1. End date cannot exceed the maximum standard coverage period for this service level. 2. A non-standard Deal ID is required to exceed the maximum standard. 3. The Deal ID you provided may not be valid for this nonstandard quote. 4. The Service SKU/GSP and duration on your quote does not match the Service SKU on your deal and it exceeds standard duration. Instruction: 1. If applicable, accept the preferred value provided. 2. Add an approved non-standard Deal ID in order to create a quote which exceeds standard duration. 3. Contact your Account Manager or log a support case for assistance. 4. Add a SKU/GSP that is on your deal and meet the duration or lower your duration to make it standard duration. SCDAT 5033 Description: Service end date is invalid. The end date cannot exceed the maximum standard coverage period for this service level. Instruction: 1. If applicable, accept the preferred value provided. 2. Reduce the coverage duration by editing the line to adjust the end date. 3. Contact your Account Manager or log a support case for assistance. Note: if the status of this error is Internally Overridden, no further action is necessary and this error will not prevent the quote from becoming valid and orderable. Note: if the status of this error is Internally Overridden, no further action is necessary and this error will not prevent the quote from becoming valid and orderable. NOTE: SCDAT5010 will not be automatically overridden when line is not part of RNSD and duration is non-standard Cisco and/or its affiliates. All rights reserved. Cisco Public 45

46 NOTE: Deal ID provided, so Deal is non-standard Cisco and/or its affiliates. All rights reserved. Cisco Public 46

47 Duration is set to 48 months using Edit Line (can also use Add Line or one of the Import methods). This is greater than standard duration (36 months), but within the RNSD duration Cisco and/or its affiliates. All rights reserved. Cisco Public 47

48 After adding/editing the line and clicking Validate and Save, refresh the page On the Error Details screen, there is an Internally Overridden error (SCDAT5010). This is because the duration of the line item just added is greater than standard duration, but within the RNSD Deal duration 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 48

49 A The duration is 48 months, which is non-standard, but within the RNSD duration. B Because of this, the RNSD discount is applied to the line item. B A B 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 49

50 A Note that the duration has been changed to 39 months. This is non-standard, but not within the RNSD. B Because of this, the discount applied is the Service Level deal discount, plus the Multi-Year discount. B A B 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 50

51 C Since 39 months is a non-standard duration, and this line item does not match the RNSD duration, there is a new error that has to be corrected either by opening a support case for an internal override, or by entering a valid (i.e. standard or RNSD deal) duration. C 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 51

52 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 52

53 The following browsers are supported in Cisco Service Contract Center (CSCC). Operating Systems Browser Version Windows 7 Windows XP OS X Additional Information Internet Explorer 9.0 Supported Supported Supported Supported Supported - All functionality supported Latest Version Supported Supported Supported All functionality supported Firefox NOTE: Chrome and Safari are NOT supported in CSCC Cisco and/or its affiliates. All rights reserved. Cisco Public 53

54 In CSCC, users can change the language to Portuguese in the Preference section. CSCC will be fully enabled in Brazilian Portuguese 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 54

55 The system will validate the Install Site Contact and Reseller Contact to have and a '. character. The system will make sure that those characters are not at the beginning or the end of the submission and that no quotation marks are in the submission. The system will allow the Install Site Contact, Reseller Contact First Name and Reseller Contact Last Name to have any combination of letters, numbers, or spaces. Apostrophes and Hyphens are the only accepted special characters. Double names are also accepted. Examples: Reseller Contact First Name: John 3 Reseller Contact Last Name: Smith Inc. Reseller Contact First Name: Mary Mary Reseller Contact Last Name: Jane Reseller Contact First Name: Josh Reseller Contact Last Name: O Reily Reseller Contact First Name: Mary-Mary Reseller Contact Last Name: Doe NOTE: This is applicable to CSCC UI and Single/Multiple Quote Upload Template Cisco and/or its affiliates. All rights reserved. Cisco Public 55

56 If the ENT SKU column in the Multiple Quote Upload Template is blank, the system will pull the Y value from the user preferences if the Always use Enterprise Dollar SKU for Quoting option is checked. If not checked in the user preferences, the ENT SKU column field will be populated with the N value. B 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 56

57 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 57

58 Background In an effort to better serve our customers, partners, and distributors, Cisco is making enhancements to CSCC to enable full buy-sell opportunities in targeted high-growth countries. The first country whose transactions are being enabled with this new model is Brazil. Cisco Brazil is planned to go live on December 08, 2013, which will change the way you order, process, and sell with Cisco. The Brazil entity in CSCC will offer a subset of locally manufactured Cisco routers and switches. All remaining Cisco product lines remain available through Cisco Systems, Inc. Refer to the next slide for the list of business entities and how they map to CSCC drop downs 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 58

59 Below is a list of business entities and how they map to CSCC drop downs: Dropdown USA UKH NL AUSTRALIA BRAZIL CANADA JAPAN ITL Entity Cisco Systems, Inc. Cisco International, Ltd. Cisco Systems International BV Cisco Systems Australia PTY LTD Cisco Servicios do Brasil, Ltda Cisco Systems Canada Co. Cisco Systems GK Cisco Systems Italy For detailed Bill-to ID country to business entity mapping refer to the Mapping Country to Business Entity Tip Sheet Cisco and/or its affiliates. All rights reserved. Cisco Public 59

60 For global Partners and Customers currently doing business in Brazil: Change Notice: On December 8, Open Services quotes you currently have in the system that contain the Installed-At location in Brazil lines will not be eligible for submit with Brazilian Installed-At lines. If these quotes are not submitted and booked prior to December 8, you may receive an error message for the lines containing the Brazilian Installed-At location. Action Required: Since quotes will not be migrated into the new system, please either order or close your quotes for locally manufactured products and all services (associated with local and nonlocally manufactured products) as soon as possible. You will need to recreate any quote items related to Cisco Brazil (with Installed At-location in Brazil) with the appropriate Brazil Bill to ID in the Cisco quoting/ordering tools. As a reminder, in order to place orders with Cisco Brazil, you will require: Local presence in Brazil Local Legal Sales Agreement Internet Commerce Agreement (ICA) via Click to Accept Brazil Bill-to ID (BID) with all established local requirements (one BID per Brazilian state where product will be shipped) 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 60

61 Three key changes have been made to CSCC: 1. New system validations to support the business entities 2. Changes to search functions: new business entity drop downs 3. Create new Reseller Bill to IDs and Site IDs for specific business entities NOTE: A business entity is the legal entity that Cisco uses to sign contractual agreements in a particular country. The country that is correlated with a particular Bill-to ID must be associated with the proper business entity in order for Cisco to be able to process legal agreement with that partner. (e.g. the business entity that corresponds to the USA is Cisco Systems, Inc. ) 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 61

62 Change 1: New validations in CSCC to support the business entities Cisco and/or its affiliates. All rights reserved. Cisco Public 62

63 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 63

64 Situation Error Message Pre Dec 8 Error Message Post Dec 8 Recommended Action Software Subscription with Install Site Brazil Disti BID not USA, Reseller BID is USA Reseller BID is Invalid Selected Distributor is <<Distributor Business Entity>> and Reseller is in <<Reseller Business Entity>>. Please select Distributor Bill To and Reseller Bill To in the same Business Entity. Please follow recommended actions to proceed with your quote. Distributor Bill to ID needs to be USA Business Entity Software Subscription with Install Site Brazil Disti BID is USA, Reseller BID is not USA Reseller BID is Invalid Reseller BID is Invalid Search and Select a Reseller Bill-To in Distributor Bill-To s Business Entity. If you are unable to find the Bill-To, please create a Reseller Bill-To in the Distributor Bill to Business Entity by clicking on Create New from Bill-To picker Cisco and/or its affiliates. All rights reserved. Cisco Public 64

65 Situation Error Message Pre Dec 8 Error Message Post Dec 8 Recommended Action Technical Services with Install Site Brazil Disti BID not BR, Reseller BID is BR Reseller BID is Invalid Selected Distributor is <<Distributor Business Entity>> and Reseller is in <<Reseller Business Entity>>. Please select Distributor Bill To and Reseller Bill To in the same Business Entity. Please follow recommended actions to proceed with your quote. Distributor BID needs to be BR Business Entity Technical Services with Install Site Brazil Reseller BID is not BR, Disti BID is BR Reseller BID is Invalid Reseller BID is Invalid Search and Select a Reseller Bill-To in Distributor Bill-To s Business Entity. If you are unable to find the Bill-To, please create a Reseller Bill-To in the Distributor Bill to Business Entity by clicking on Create New from Bill-To picker Cisco and/or its affiliates. All rights reserved. Cisco Public 65

66 The Business Entity of the Reseller Bill to ID must match the Business Entity of the Distributor Bill to ID. Upon clicking Validate and Save in Quick Price/Quote and Quote Summary Details screens, the message shown below will appear if they are different. To resolve this error, select the Reseller Bill to ID picker and search for a valid Reseller Bill to ID that is in the same Business Entity as the Distributor Bill to ID. See Change 2: new search functions: business entity drop down section 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 66

67 On the Quick Price/Quote or Quote Summary Details screen, select Bill to Name The Distributor Bill to ID will populate Select a Reseller Bill to ID from the picker 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 67

68 If the Business Entity of the selected Reseller Bill to ID is not the same as the Business Entity of the Distributor Bill to ID, user will see a Reseller BID is invalid error message when clicking out of Reseller Bill to ID textbox. To resolve this error, select the Reseller Bill to ID picker and search for a valid Reseller Bill to ID in same Business Entity as the Distributor Bill to ID (See Change 2: new search functions: business entity drop down section) Cisco and/or its affiliates. All rights reserved. Cisco Public 68

69 Change 2: new search functions: business entity drop downs Cisco and/or its affiliates. All rights reserved. Cisco Public 69

70 A Click the Bill to ID picker on the Quick Price/Quote or Quote Summary Details screens. The Address book will appear. B In the Address Book, enter the Reseller Bill to Name and Country and click Search for Bill To C The results, including the Business Entity for each Bill to ID, will be displayed in the table. NOTE: Results displayed will be filtered only by Reseller Bill to Name and Country, if those are the only information input. A B C 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 70

71 A Business Entity has been added as an additional filter but is not mandatory when searching Bill to IDs To refine/narrow your search, use the Business Entity drop down B To resolve an error, select a Bill to ID in the same Business Entity as the Distributor Bill-to ID to add to your quote. If your desired Bill to ID does not exist, you can create a new Reseller Bill to ID (See Change 3: Create new Reseller and Site IDs for Specific Business Entities section) A 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 71 B B

72 If you enter a Bill to ID rather than the Bill to Name, the rest of the fields will be greyed out and you will be unable to select them as filters. The results, including the Business Entity for each Bill To ID, appear in the table below. Business Entity for each Bill to ID will appear here Cisco and/or its affiliates. All rights reserved. Cisco Public 72

73 A Business Entity has been added as an additional filter but is not mandatory when searching Site IDs To refine/narrow your search, use the Business Entity drop down B Select the desired Site ID If your desired Site ID does not exist, you can create a new Site ID (See Change 3: Create new Reseller and Site IDs for specific business entities section) A B 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 73

74 Change 3: Create new Reseller and Site IDs for specific business entities Cisco and/or its affiliates. All rights reserved. Cisco Public 74

75 A If you do not find the appropriate Reseller Bill to ID after performing a search in the Address Book, you can opt to Create New Reseller Bill to ID with the same Business Entity as the Distributor Bill to ID NOTE: Users can also create a new Reseller Bill to ID from Address Management, if the address does not come up in search result 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 75 A

76 Enter the required Reseller Bill-to details and select Create Bill To. The Business Entity is now a required field. Be sure to select a Business Entity for the Reseller Bill-to that matches the Business Entity of the Distributor Bill to ID. NOTE: To find the Business Entity for the Distributor Bill to ID, search for the Distributor Bill to ID from the Bill To selector screen. See slide Cisco and/or its affiliates. All rights reserved. Cisco Public 76

77 Once the new Bill to ID is created, add it to your quote and continue the quoting process 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 77

78 If you do not find the appropriate Site ID after performing a search, you can create a new Site ID and add it to your quote NOTE: If you do not know the Business Entity for a Bill to ID, search for the Bill to ID from the Bill to Selector. The Business Entity will appear in the search results. (See slide 72.) 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 78

79 Bill to Name Drop Down Cisco and/or its affiliates. All rights reserved. Cisco Public 79

80 The Bill to Name for the Quick Price/Quote screen and Quote Summary Detail screen will now have a drop down Bill To Name. The drop down option will allow the user to select a Bill To Name that is correct for the Business Entity. NOTE: This is only applicable to Brazil transacting users with multiple BIDs 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 80

81 You can add multiple Bill to IDs by going into Preferences > General > Manage Distributor Profile. NOTE: A maximum of 5 Bill to ID s may be added 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 81

82 Thank you.