Contract Management 2- Tier Partner Training

Transcription

1 Cisco Service Contract Center Contract Management 2- Tier Partner Training 2014 Cisco and/or its affiliates. ll rights reserved. Cisco Public 1

2 Contract Management allows you to filter, search and sort for your registered contracts. In addition, you can perform certain actions (listed below) on your existing contracts. Key Learning Points Extending Service Coverage dding Uncovered Products to your existing contracts Contract-to-Contract Merge Moving transactions using the Upload Manager functionality Search Filter Limits NOTE: Currently the only fully supported web browsers in CSCC are: Internet Explorer versions 7, 8 and 9 for Windows XP Internet Explorer version 8 and 9 for Windows 7 Firefox for Windows 7, XP, and MC OS X NOTE: Throughout the training presentations, 2-Tier Partner will be referred to as Reseller Cisco and/or its affiliates. ll rights reserved. Cisco Public 2

3 Cisco Confidential 3

4 Extend Service Coverage Cisco Public 4

5 KEY FUNCTION: You can extend service coverage and create a renewal quote right from contract management. This action allows you to initiate a quick quote, which saves you from having to re-enter information in the quoting interface. renewal quote will be created with all line items from contract(s) selected. Users can edit the quote and proceed to order. #11111 Note: The selected contract ill to ID will be populated as the Reseller on the quote. If selecting multiple contracts, the first contract s ID will be used. Cisco Public 5

6 You have the ability to Extend Service Coverage through five different Contract Management screens: Screen Contract Manager Contract Summary Details Global ction Items Extending Service Coverage You can select one or multiple contracts in this screen and extend service coverage for all lines on the contract. You can only extend coverage for one contract at a time on the contract summary details screen. Using the contract summary screen, you can extend service coverage for products or sites without having to view all line items of the contract. You can extend service coverage for products or sites on a contract without having to view all the line items of the contract. Products can be filtered based on all or specific sites or products. Line Item Details You can extend service coverage for products on Line Item Details Screen which displays all the products on the contract or a subset of the products located at specific installed-at site(s). dvanced Search You can extend service coverage for products on the dvanced Search screen. Cisco Public 6

7 C STEP 1: Extend Service Coverage from Contract Summary Details screen Select install site(s) by checking box(es). Select Extend Service Coverage from ction dropdown menu Click GO. NOTE: Only contracts that have entitled status ( ctive, Signed, Overdue ) are eligible to Extend Service Coverage C Cisco Public 7

8 C D STEP 2: Generate Quote Lines that are expiring can be imported onto quote by selecting the Import lines expiring box and entering number of days from which lines are expiring in the text box. n option to use Enterprise SKU Invoicing is available by checking the box. (Disti needs to be Enterprise SKU enable for the option to appear). Select coverage period radio button and select service level duration(s) or select Set ll End Dates To radio button and enter date in text box or use calendar icon to select date. Select Generate Quote. Distributor must be selected from the dropdown and the quote will be processed automatically online. D C Cisco Public 8

9 STEP 3: Edit and Order Quote C Edit quote by using the Lines dropdown menu and click Save to run validation checks and display prices & errors (if any). Click Save or Download. To order quote use the Notify option in the ccess dropdown to contact a Distributor or Internal user with ordering access to order the quote. C Cisco Public 9

10 C STEP 1: Extend Service Coverage from dvanced Search Select contract(s) by checking box(es). Select Extend Service Coverage from ction dropdown menu Click GO. C Cisco Public 10

11 STEP 2: Generate Quote Select or enter the necessary values in the Generate Quote popup window and select Generate Quote and a Processing Option popup window will appear. Distributor must be selected from the dropdown and the quote will be processed automatically online. Cisco Public 11

12 STEP 3: New Quote Generated fter processing the quote online, the Quote Summary Details screen will open. header level message will show the user that the online request was completed successfully. Cisco Public 12

13 Quick Quote Criteria check done when Extending Service Coverage on a Contract When the number of lines on contract are under 45 major/standalone lines and/or 5 install sites, you are taken automatically to Quick Quote Flow provided that the checkbox for 'lways Show in Standard Flow' is unchecked in your preferences. If unchecked and number of lines is over 45 major/standalone lines and/or 5 install sites, you will be directed to the Standard Quote Flow. Cisco Public 13

14 dd Uncovered Product(s) to Contract Cisco Public 14

15 KEY FUNCTION: The add products action allows you to modify your contracts in a simpler way, by initiating a quick quote for you, so you never have to re-enter information in the quoting interface. You can add uncovered products to an existing site on a contract from both the Contract Summary Details screen and Line Items screen. The products that you search for and select will either be added to the specified site directly from Contract Manager or sent to Quoting if your transaction is a price impacting change. Cisco Public 15

16 STEP 1: Navigate to either the Line Items or Contract Summary Details From Line Items Screen: Select a product that is currently existing on a particular site that you want to add a new product to. The system will take the site information from that line. C Select dd Uncovered Product to Contract from the action dropdown Click Go C From Contract Summary Details Screen: dd uncovered products to the selected installed-at site or new installed-at site on a contract. Select dd Uncovered Product to Contract from the action dropdown Click Go C C Cisco Public 16

17 STEP 2: dd Products on dd Uncovered Products to Contract Popup Window Search for uncovered products in the text box(es) by SO, PO, Serial/PK, or Instance numbers. Select desired Start Date radio button: Start service at the end of the warranty period or Select a common start date and enter date in text box or select date from calendar icon. NOTE: Service Level can be selected or changed by clicking on picker and choosing service level from a Service Level Selector popup window. C Select desired End Date radio button: Select a standard service duration select duration of years from dropdown, or Select a common start date and enter date in text box or select date from calendar icon. C NOTE: Distributor can be selected or changed by clicking on picker and searching and choosing a Distributor from the ill To Selector popup window. D D Click Search. Cisco Public 17

18 STEP 3: From Search to dd Products, you will be taken to the dd Uncovered Products Screen. There are three main tabs in the dd Uncovered Products screen: Tab Matching Uncovered Products Inactive Products Covered Products Description Products that are not covered will appear in this tab. Specific columns in this tab include Instance Number, Serial/PK Number, Qty, Product ID, SO Number, and PO Number Products that are inactive will appear in this tab. Specific columns in this tab include Instance Number, Serial/PK Number, Qty, Product ID, SO Number, and PO Number Products that are covered will appear in this tab. In addition to the columns listed in Inactive Products and Matching Uncovered Products Tab, contract # and service level columns will be added in the display. NOTE: If there no line items for inactive or covered products, then tabs will be grayed-out and non-functional. Cisco Public 18

19 STEP 3 (Continued): The products that match your search will populate in the tabs. Select line of uncovered products by checking box. Click Validate. Cisco Public 19

20 STEP 4: Select and submit Uncovered Products from Validation Results Popup Window Select line of uncovered products by checking box. Click Submit. NOTE: If there are severe errors then line validations failed and transactions cannot be done until validation issue has been resolved. Cisco Public 20

21 STEP 5: Select and submit Uncovered Products from Confirmation Popup Select line of uncovered products by checking box. Click Submit. NOTE: Revenue Impacting Products will appear in the Products-Send to Quoting Section. Non-Revenue Impacting Products will appear in the Products-To e Processed Offline Section. Cisco Public 21

22 C STEP 6: Generate Quote Select coverage period radio button and select service level duration(s) or Set ll End Dates To radio button and enter date in text box or use calendar icon to select date. Select Generate Quote. Distributor must be selected from the dropdown and the quote will be processed automatically online. C Cisco Public 22

23 STEP 7: Edit and Save Quote C Edit quote by using the Lines dropdown menu and click Save to run validation checks and display prices & errors (if any). Click Save or Download To order quote use the Notify option in the ccess dropdown to contact a Distributor or Internal user with ordering access to order the quote. C Cisco Public 23

24 Contract-to-Contract Merge Cisco Public 24

25 From Contract Summary Manager screen: Click the Contract # hyperlink for which you want to view details. Cisco Public 25

26 From Contract Summary Details screen: Select Merge entire Contract into nother Contract. Click GO. Cisco Public 26

27 From the Provide Target Contract popup window, you will have three options: CM 1. Enter your target contract number in the Target Contract textbox and click the Continue button. 2. Enter NEW in the Target Contract textbox to create a new contract and click the Continue button. Note: NEW contract is only created if there are no existing eligible target contracts. 3. Click Retrieve Target Contracts to retrieve a list of eligible contracts. Note: If the amount of eligible contracts does not exceed the threshold amount, a list of eligible contracts will be generated and you will need to select the target contract from the Contract to Contract Move: Select Target Contract popup window and click Submit (see slide 29). Note: If the amount of eligible contracts exceeds the threshold amount, a message will appear notifying you that The Target Contract Request you are about to perform has exceeded the maximum contract threshold. You will have the option to either continue your search offline or cancel the contract list request (see slide 30). Cisco Public 27

28 From the Select Target Contract popup window: CM Choose a target contract by selecting the appropriate radio button. Click the Submit button. Cisco Public 28

29 If exceeding the maximum contract threshold, in the Message and Submit Move Request popup windows: CM Click OK. Enter address(es), Notes and click Submit. Cisco Public 29

30 Confirmation Message CM The confirmation message appears and an will be sent to you once the merge has been made. The details what lines completed successfully, and whether any lines failed. If any of the configurations were not moved due to errors, the error details are sent in a CSV report as an attachment in the confirmation. NOTE: If any of the products you are trying to move has an unknown install site, the Filter Covered Product Lines by Ship-To popup window appears. You can use this window to assign a valid install site to the products that currently have unknown install sites. For more information, see following slides, Cisco Public 30

31 STEP 1: Populate the table of Covered Product Lines with Unknown Installed-t Sites CM. Choose one of the listed Ship to ddresses.. Click Set Filters. Cisco Public 31

32 STEP 2/Option 1: Use Ship To ID/ddress as Installed-t Site CM. Choose one or more covered product lines.. Check one or more Use Ship To checkboxes. C C. Click Continue. C Cisco Public 32

33 STEP 2/Option 2: Search for another site or create a new one to use as Installed- t Site OCM C Choose one or more covered product lines. Check one or more New Site checkboxes. Click Search/Create New Site. C Cisco Public 33

34 Changes to the Submit Move Request screen OCM Contains Go ack button if there was a new site created on the Filter Covered Product Lines y Ship-To page. This feature allows you to toggle between two screens, making it easier to correct unknown Installed-t Site info. Cisco Public 34

35 When conducting a search in Contract Manager, the search will return up to 500 results on the UI. Results over 500 will be sent offline. When searching from Contract Manager, if the search results exceed 500 contracts, a message will be displayed at the header with a button to download the result set offline. Request will be processed offline Request ID is generated Cisco Public 35

36 When conducting a search in Contract Manager, the search will return up to 500 results on the UI. Results over 500 will be sent offline (cont d). Navigate to request status page and click on the Reference ID The entire search results will be displayed Cisco Public 36

37 For all available Contract Management functionality, please reference the Contract Management 2 Tier Partner User Guide. Cisco Public 37

38 Cisco Confidential 38

39 Contract Upload Manager functionality allows you to perform contract, site and product level move transactions where: Upload Mgr. Move transactions involving multiple contracts at once can be done by using the available upload templates. Uncovered equipment can be moved between contracts. Ship to sites can be created or mass searched. No support case needs to opened to perform Move transactions. Cisco Public 39

40 You can conduct the following move transactions involving multiple contracts at once using specific templates for: Upload Mgr. 1. Contract-to-Contract and Site-to-Site at site-level move 2. Contract-to-Contract and Site-to-Site at product-level move 3. Contract-to-Contract at contract-level move 4. Contract-to-Contract at product-level move 5. Site-to-Site at site-level move 6. Contract-to-Contract at site-level move 7. Site-to-Site at product-level move Note - For step-by-step instructions on how to use the move transactions templates, reference the Upload Manager Job id. 8. Search and Create Ship To 9. Uncovered Equipment Move at Product Level Note: To view the sample templates in more detail, please see the following slides. Cisco Public 40

41 1. Contract-to-Contract and Site-to-Site at site-level move 2. Contract-to-Contract and Site-to-Site at product-level move Cisco Public 41

42 3. Contract-to-Contract at contract-level move 4. Contract-to-Contract at product-level move Cisco Public 42

43 Upload Mgr. 5. Site-to-Site at site-level move 6. Contract-to-Contract at site-level move Cisco Public 43

44 7. Site-to-Site at product-level move Cisco Public 44

45 8. Search and Create Ship To 9. Uncovered Equipment Move at Product Level Cisco Public 45

46 For step-by-step instructions on how to use the move transactions templates, reference the Upload Manager Job id. Cisco Public 46

47 Thank you.