Cisco Service Contract Center Q4FY13

Transcription

1 Cisco Service Contract Center Q4FY13 Release Update Training for 2TNG Distributor May 19 th Cisco and/or its affiliates. All rights reserved. Cisco Public 1

2 General Enhancements Quoting & Ordering Enhancements Quick and Standard Quoting Quote Manager Advanced Search Contract Management 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2

3 General Enhancements Logout hyperlink added to CSCC header 2 Character Search Quoting & Ordering Enhancements Display Partner Discount Sample Invoice Available for Quotes Post Ordering Address Book Download New Naming Convention for Quick Price Multiple Quote Upload QVR Updated Multiple Quote Download Download Customized Quote Reports Automated Error Resolution for Service Availability and Target Contract Activity Log/Audit Log/History Report Contract Management Generate Quote from OCM to Quote and Order Search Filter Limitations 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 3

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

5 A Logout hyperlink will be added to the CSCC Header, which will allow the user to log out of CSCC NOTE: When changing Preferences in the Preferences window, user can use the Logout button instead of closing the browser to save Preferences changes. As soon as the user clicks the Logout link, he/she will be reminded to save any uncommitted changes before he/she will be logged out of the current session, as well as any other concurrent sessions opened. The user will then be presented with a CSCC Login screen Cisco and/or its affiliates. All rights reserved. Cisco Public 5

6 When searching CSCC, a minimum of 2 characters is needed for Customer Name, Install Site Name, and Bill-to Name The 2 character minimum applies when you: Enter 2 characters without a wildcard Example: CA Enter a wildcard (%) followed by 2 characters Example: %CA Enter 2 characters followed by a wildcard (%) Example: CA% NOTE: A minimum of three characters are required when conducting a wildcard search with a wildcard at the beginning and at the end of the search. Example: %CAL% 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 6

7 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7

8 Display Partner Discount Dropdowns in Preferences A When the Display Partner Discount (Quote UI) dropdown is set to Yes, the Partner Discount checkboxes on the Quoting screen in Quick and the Quote Summary Details screen in Standard will default to being checked. If No is selected, the checkboxes will default to being unchecked. Reseller users will NOT see the Display Partner Discount dropdowns in Preferences or the checkboxes in the UI. B When the Display Partner Discount (Quote Download/Export) dropdown is set to Yes the Partner Discount checkboxes will default to being checked for the Download, Notify, and Export actions. If No is selected, the Partner Discount checkboxes will default to being unchecked. NOTE: This applies to new quotes only. If the user opens an existing quote, it will show what was selected during the creation of that quote, it will NOT pull from the current user preferences settings. NOTE: 2T Resellers should never have visibility to the Display Partner Discount dropdowns, even if they ve been granted access to Disti quote or upon report downloads. A B NOTE: Users will need to select Save Preferences and log out or close the browser for Preferences changes to take effect Cisco and/or its affiliates. All rights reserved. Cisco Public 8

9 Display Partner Discount on the Quoting Screen in Quick Quoting Users will be able to set the visibility of partner discounts by selecting the checkbox on the Quoting screen. NOTE: The Display Partner Discount checkboxes with the UI in Quick and Standard Quoting will be removed for the 2T and 1T Reseller users Cisco and/or its affiliates. All rights reserved. Cisco Public 9

10 Display Partner Discount on the Quote Summary Details Screen in Standard Quoting Users will be able to set the visibility of partner discounts by selecting the checkbox on the Quote Summary Details screen. NOTE: The Display Partner Discount checkboxes with the UI in Quick and Standard Quoting will be removed for the 2T and 1T Reseller users Cisco and/or its affiliates. All rights reserved. Cisco Public 10

11 Partner Discount Display Popup for Quote Download in Quick When you select Download quote from the Quoting screen, a popup will appear asking if you d like to include and display the Partner Discount related data. NOTE: By selecting No in the popup or Preferences, columns in the downloaded reports containing partner discount pricing values will be shown as NULL. For 2T Partners, upon download, the Display Partner Discount value will be set to No and the Display Partner Discount checkbox field will be hidden Cisco and/or its affiliates. All rights reserved. Cisco Public 11

12 Partner Discount Display Checkbox for Quote Download in Standard When you select Download quote from the Quote Summary Details Action dropdown, a checkbox will appear on your Download the Quote Line Export popup to click if you d like to display the Partner Discount. NOTE: By selecting No in the popup or Preferences, columns in the downloaded reports containing partner discount pricing values will be shown as NULL. For 2T Partners, upon download, the Display Partner Discount value will be set to No and the Display Partner Discount checkbox field will be hidden Cisco and/or its affiliates. All rights reserved. Cisco Public 12

13 Partner Discount Display Checkbox for Quote in Quick When you select Notify from the Quoting screen Access dropdown, a checkbox will appear on your Notify popup to click if you d like to display the Partner Discount. NOTE: By selecting No in the popup or Preferences, columns in the downloaded reports containing partner discount pricing values will be shown as NULL. For 2T Partners, upon download, the Display Partner Discount value will be set to No and the Display Partner Discount checkbox field will be hidden Cisco and/or its affiliates. All rights reserved. Cisco Public 13

14 Partner Discount Display Checkbox for Quote in Standard When you select from the Actions dropdown on the Quote Summary Details or the Error Details screens, a checkbox will appear on your popup to click if you d like to display the Partner Discount. NOTE: By selecting No in the popup or Preferences, columns in the downloaded reports containing partner discount pricing values will be shown as NULL. For 2T Partners, upon download, the Display Partner Discount value will be set to No and the Display Partner Discount checkbox field will be hidden Cisco and/or its affiliates. All rights reserved. Cisco Public 14

15 Partner Discount Display Popup for Quote Export in Standard When you select Export Line Items from the Import/Export screen, a popup will appear asking if you d like to include and display the Partner Discount related data. NOTE: By selecting No in the popup or Preferences, columns in the downloaded reports containing partner discount pricing values will be shown as NULL. For 2T Partners, upon download, the Display Partner Discount value will be set to No and the Display Partner Discount checkbox field will be hidden Cisco and/or its affiliates. All rights reserved. Cisco Public 15

16 Partner Discount Display Checkbox for Multiple Quote Download in Quote Manager When you select Download from the Quote Actions dropdown on the Quote Manager screen, a checkbox will appear on your Multiple Quote Download popup to click if you d like to display the Partner Discount in your report. NOTE: By selecting No in the popup or Preferences, columns in the downloaded reports containing partner discount pricing values will be shown as NULL. For 2T Partners, upon download, the Display Partner Discount value will be set to No and the Display Partner Discount checkbox field will be hidden Cisco and/or its affiliates. All rights reserved. Cisco Public 16

17 Partner Discount Display Checkbox for Multiple Quote Download in Advanced Search When you select Download from the Quote Actions dropdown on the Advanced Search screen, a checkbox will appear on your Multiple Quote Download popup to click if you d like to display the Partner Discount in your report. NOTE: By selecting No in the popup or Preferences, columns in the downloaded reports containing partner discount pricing values will be shown as NULL. For 2T Partners, upon download, the Display Partner Discount value will be set to No and the Display Partner Discount checkbox field will be hidden Cisco and/or its affiliates. All rights reserved. Cisco Public 17

18 The current Sample Invoice that is available from the hyperlink on the Quoting screen in Quick, the Quote Summary Details screen in Standard or from the Quote Action dropdown in Quote Manager and Advanced Search now allow additional statuses: A Sample Invoice is available for the following statuses: Invalid Orderable Valid Order In-progress Order Failed Submission Order Revalidated Order Submitted Conversion In-Progress Order Complete 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 18

19 Users can download their Address Book from the Address Book popup from the Bill To or Install Site selector icons on the Quoting or Quote Summary Details screens A Click on the View Address Book: Bill To tab on the Address Book popup B Select Download My Address Book to download your address book into a modifiable excel file format. A B 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 19

20 Quick Price tab have been renamed to Quick Price/Quote A Roll over the Estimates/Quotes Tab to open the secondary menu. B The Quick Price tab has been renamed to Quick Price/Quote. C The Screen Title, Screen Trail, and Welcome Text Message have been updated as well. C B A C 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 20

21 Header level details will be included in attachment in the Quote Validation Report rather than the body Once you ve completed your Multiple Quote Upload, you will receive a Quote Validation Report with 2 attachments the MQU_QVR_Report and the MQU_Summary_Report. Information that was previously included in the body will now be included in the MQU_Summary_Report in order to de-clutter the body. New body Old body This section from the QVR body will be included in the MQU_Summary_Report 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 21

22 Multiple Quotes can be downloaded at once from the Quote Manager screen A Select two or more quotes from the quote table by checking the appropriate box. B Select Download from the Quote Actions dropdown and click Go. C A Multiple Quote Download popup will appear to download the quotes into the new Q3FY13 Download Template. B A 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 22

23 Multiple Quotes can be downloaded at once from the Advanced Search window A Select two or more quotes from the quote table by checking the appropriate box. B Select Download from the Actions dropdown and click Go. C A Multiple Quote Download popup will appear to download the quotes into the new Q3FY13 Download Template. B A 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 23

24 Multiple Quote Download Report will be delivered via NOTE: There is no limit to how many quotes can be downloaded at once Cisco and/or its affiliates. All rights reserved. Cisco Public 24

25 New Customized Quote Reports option is available from the Action dropdown menu in Quote Manager Select a quote(s) from the quote table by checking the appropriate box. A Select Download Customize Report from the Quote Actions dropdown and click Go. B B A 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 25

26 New Customized Quote Reports option is available from the Action dropdown menu in Quote Manager (cont d) A Customized Report popup will open where you can create a customized report by: Selecting specific columns to include in your report (similarly to the Column and Row selector) Changing the column order in your report Saving up to 25 report templates or 'configurations' at a time, which will be tied to your CCO user ID Deleting your configurations at any time Creating custom reports on the fly, i.e., without the use of a configuration Clicking on any column name to see its description Cisco and/or its affiliates. All rights reserved. Cisco Public 26

27 New Customized Quote Reports option is available from the Action dropdown menu in Advanced Search A Select a quote(s) from the quote table by checking the appropriate box. B Select Download Customize Report from the Quote Actions dropdown and click Go. B A 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 27

28 New Customized Quote Reports option is available from the Action dropdown menu in Advanced Search (cont d) A Customized Report popup will open where you can create a customized report by: Selecting specific columns to include in your report (similarly to the Column and Row selector) Changing the column order in your report Saving up to 25 report templates or 'configurations' at a time, which will be tied to your CCO user ID Deleting your configurations at any time Creating custom reports on the fly, i.e., without the use of a configuration Hovering over any column name to see its description 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 28

29 NOTE: There is no limit to how many quotes can be downloaded at once Cisco and/or its affiliates. All rights reserved. Cisco Public 29

30 Automated Error Resolution for Service Availability and Target Contract The Q3FY13 enhancement, Automated Error Resolution, has been expanded to apply preferred values to Service Availability and Target Contracts by determining available service locations and target contracts for each line that meets all of the various business requirements Service availability (SAM), contract, and date validations will be completed in a single validation to derive valid values for each line item selected, rather than fixing errors one validation at a time. Hard stop errors for target contract will automatically change the target contract to NEW and allow automation to continue. All Service Level errors must be resolved before the service availability errors can be automatically corrected Cisco and/or its affiliates. All rights reserved. Cisco Public 30

31 Automated Error Resolution for Service Availability and Target Contract CSCC will display the first occurring error for each validation group (SAM, contract and date) and apply the system generated value to the line with a status of Fixed on the Error Details tabs in both Quick and Standard in the Error Status column 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 31

32 Three actions from the Error Details actions menu: Auto Fix, Global Mass Delete, and Mass Correction actions have been combined into one option on the Error Details Actions menu. The new action is called Error Correction. Clicking on the Error Correction action opens a new popup window with the individual actions. The functionality of each of the actions has not changed Cisco and/or its affiliates. All rights reserved. Cisco Public 32

33 Expand the desired section by clicking on the arrow and select an option(s) and click the Apply button for that section. A If the option requires lines to be selected but the user has not selected any lines, a header level error message will appear. B B A 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 33

34 The Activity Log will capture the application or removal of the takeover agreement and changes to the taxability field For Resellers, only changes to the taxability field will be captured 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 34

35 The Audit Log on the History screen in Standard will display additional columns, filters and line information to better identify what line was changed and why. A New Audit Log filters include: Serial Number (s) Product Number(s) Mode of Change (Automated or Manual) B Additional columns added to the Audit Log screen and download report for: Serial number Product Number Instance ID Target Contract A Install Site ID Mode of Change B 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 35

36 The Change History Report on the History screen in Standard will allow users to see what has changed on the quote and why. Changes to the following quote/line attributes will be captured: Target Contract Target Bill-to ID Target service level Begin date End date Install site Item name Deleted lines Discount percentage 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 36

37 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 37

38 Selected contract Bill To will be populated when selecting Add Uncovered Products to Contract or Extend Service Coverage from the Contract Summary Details screen When user selects Add Uncovered Products to Contract or Extend Service Coverage from the Contract Summary Details screen, the selected contract Bill To will be populated as the Reseller on the quote. When selecting a Single Contract: Selected contract s Bill To will be used. When selecting Multiple Contracts: The first contract s Bill To will be used. NOTE: Bill to ID will also be populated when using Extend Service Coverage from the Actions dropdown in Advanced Search and Contract Manager Cisco and/or its affiliates. All rights reserved. Cisco Public 38

39 Selected contract Bill To will be populated when selecting Add Uncovered Products to Contract or Extend Service Coverage from the Contract Summary Details screen After you click Submit in the Generate Quote popup, the system will identify: Distributor quotes will always process automatically online. B For Resellers, a Disti must be selected from the dropdown and the quote will be processed automatically online. A For Resellers and Internal Users, Distributor Bill to Name will be a dropdown list which will be filtered to show only Disti s the selected contract s Bill To can transact with A B 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 39

40 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. After clicking Download Full Dataset a Request will be processed offline and a Request ID is displayed at the header level Cisco and/or its affiliates. All rights reserved. Cisco Public 40

41 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 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 41

42 When conducting a search in Advanced Search, the search will return up to 500 results on the UI. Results over 500 will be sent offline. A From the Advanced Search window, if the result exceeds 500 contracts, a popup will be displayed. B Enter a Request Name. At least 5 characters must be entered to enable the Continue button. C Clicking continue will generate a Request ID. When you click on the Request ID, the results will be generated online. B A C 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 42

43 When conducting a search in Quote Manager, the search will return up to 500 results on the UI. To see all results including the over 500 amount, a full report can be downloaded. When searching from Quote Manager, if the search results exceed 500 contracts, a message will be displayed at the header level with a button to download the full dataset. After clicking Download Full Dataset a Request will be processed offline and a Request ID is displayed at the header level Cisco and/or its affiliates. All rights reserved. Cisco Public 43

44 When conducting a search in Quote Manager, the search will return up to 500 results on the UI. To see all results including the over 500 amount, a full report can be downloaded (cont d). Navigate to Request Status screen and click on the Reference ID. Click on the output report hyperlink and Open or Save the file Cisco and/or its affiliates. All rights reserved. Cisco Public 44

45 Thank you.