The LMV Salesforce Guide

Transcription

1 LMV Salesforce Guidelines The LMV Salesforce Guide Purchase Order Portal Reference Document Contents Introduction Roles & Terminology Definitions... 2 Submitting a PO... 3 Confirmation... 6

2 Introduction Roles & Terminology Definitions Acronyms: LAE = Lead Application Engineer SAE = Support Application Engineer BC = Bid Coordinator RFQ = Request for Quotation BU = Business Unit PO = Purchase Order BDM = Business Development Manager SF = Salesforce Roles: Lead Application Engineer: The project Lead Application Engineer (LAE) who has the responsibility of consolidating all project proposals into a single proposal and delivering it to field sales, which is the Lead AE s direct customer. There is only one lead LAE per project. Support Application Engineer: The project AE(s) who have the responsibility of quoting specific products or services to be included in the consolidated proposal by the Lead AE. The Lead AE is the Support AE s direct customer. There can be multiple Support AEs.. Bid Coordinator: Has the responsibility of reviewing incoming RFQ s and generating opportunities for those Siemens can provide a valid offer. The bid coordinator will identify the business units who will participate in preparing product offers to support the quotation as well as the lead business unit which will have the responsibility of sending the complete Siemens proposal. The bid coordinator will monitor the AE work load and assign new work to the correct resources. Business Development Manager: The owner of opportunities that fall into their market and region. It is the BDM s responsibility to assist customers and field sales in getting RFQ s into the RFQ portal and after quotations, to engage the customer in order to provide accurate feedback in Salesforce on project status. The BDM is shown as the BU Contact in Salesforce.com Opportunities. 2

3 Submitting a PO STEP 1 - Navigate to the PO Portal: (Link Below) (RFQ Portal) (Direct link - Proceed to Step 3) STEP 2 Click the box that reads Submit a PO on portal homepage to begin submission process. STEP 3 Once the box has been clicked, the portal will navigate to the LMV MS PO Receipt Portal. Here it will request the SF number corresponding to the PO. Complete this step by clicking the box that reads Next. 3

4 STEP 4 If the SF number related to the PO is not available, contact the BDM or LAE. If it is known, proceed to Step 5. Note: If this is a blanket opportunity, use the master SF number if the blanket release number is unknown. STEP 5 The PO Receipt Portal will require a confirmation of the opportunity name. Please verify that this is the correct opportunity and continue by clicking the box that reads Confirm. STEP 6 The portal will require the Date on PO and Submitter . The Date on PO can be found on the PO itself. The BDM and LAE will also have access to this information. Neither the BDM nor the LAE will see the PO prior to the on line order entry if this is going to work as it should. The submitter will be used to direct a confirmation to the user. To complete this step click the box that reads Confirm. 4

5 STEP 7 Attach both the PO file and Sales Order Entry file by clicking the box that reads Browse and navigating to the desired document. To complete this step and PO submittal, click the box that reads upload. Note: File format must be in.doc,.docx, or.pdf. 5

6 Confirmation Once the PO has been submitted, the portal will proceed to the confirmation of submission page. If more PO submissions are required click the box that reads MVRFQ Home and repeat from Step 1. A confirmation will be sent to the submitter that was entered to validate the entry. 6