Cisco Service Contract Center Contract …...Contract Management allows you to filter, search and...

Cisco Public © 2014 Cisco and/or its affiliates. All rights reserved. 1

Cisco Service Contract Center

Contract Management Distributor Training

Cisco Public © 2014 Cisco and/or its affiliates. All rights reserved. 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

Adding 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 MAC OS X

© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 4 © 2014 Cisco and/or its affiliates. All rights reserved.

Extend Service Coverage


#11111

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.

• A renewal quote will be created with all line items from contract(s) selected. Users can edit the quote and proceed to order.

• NOTE: The selected contract Bill to ID will be populated as the Reseller on the quote.

If selecting multiple contracts, the first contract’s BID will be used.


Screen Extending Service Coverage

Contract

Manager

You can select one or multiple contracts in this screen and extend service coverage for all lines on

the contract.

Contract

Summary

Details

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 .

Global Action

Items

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).

Advanced

Search

You can extend service coverage for products on the Advanced Search screen.

You have the ability to Extend Service Coverage through five different Contract Management screens:


STEP 1: Extend Service Coverage from Contract Summary Details screen

• Select install site(s) by checking box(es).

• Select ‘Extend Service Coverage’ from the Action dropdown menu.

• Click ‘GO’.

NOTE: Only contracts that have entitled status (‘Active Signed, Overdue’) are eligible to Extend Service Coverage

C

B

A

A

B

C


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. An option to use Enterprise SKU

Invoicing is available by checking the box. (Disti needs to be Enterprise SKU enabled for the option to

appear).

• Select coverage period radio button and select service level duration(s) or select ‘Set All End Dates To’

radio button and enter date in text box or use calendar icon to select date.

• Select ‘Generate Quote’.

• After you click ‘Submit’ in the ‘Generate Quote’ popup, the system will process automatically online.

C

B

A

A

B

C

D

D


Edit quote by using the Lines dropdown

menu and click ‘Save’ to run validation

checks and display prices and errors (if

any).

Click ‘Proceed to Order’. If ‘Proceed to Order’ is grayed out then

you will need to use the ‘Notify’ option in

the Access dropdown to contact a

Distributor or Internal user with ordering

access to order the quote.

STEP 3: Edit and Order Quote

B

C

A B C

A


STEP 1: Extend Service Coverage from Advanced Search

• Select contract(s) by checking box(es).

• Select ‘Extend Service Coverage’ from the Action dropdown menu.

• Click ‘GO’.

C

B

A

B

C

A


• Select or enter the necessary values in the Generate Quote popup window and select

‘Generate Quote’ and a Processing Option popup window will appear.

After you click ‘Submit’ in the ‘Generate Quote’ popup, the system will process automatically

online.


A

A


• After processing the quote online, the Quote Summary Details screen will open.

• A header level message will show the user that the online request was completed

successfully.

STEP 3: New Quote Generated

A

B

A

B


• When the number of lines on contract are under 45 major/standalone lines and/or 5

install sites, you are taken automatically to Quick Quoting workflow provided that the

checkbox for 'Always 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 Quoting workflow.

Quick Quote Criteria check done when Extending Service Coverage on a Contract


Add Uncovered Product(s) to Contract


• 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.

• NOTE: The selected contract Bill to ID will be populated as the Reseller on the quote.

If selecting multiple contracts, the first contract’s BID will be used.

KEY FUNCTION: The new 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.


A A

B B

C

C

STEP 1: Navigate to either the “Line Items” or “Contract Summary Details”

From Line Items Screen: From Contract Summary Details Screen:

• Add uncovered products to the selected

installed-at site or new installed-at site on

a contract.

• Select “Add Uncovered Product to

Contract” from the action dropdown

• Click Go

• 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.

• Select “Add Uncovered Product to

Contract” from the action dropdown

• Click Go

A A

B

B

C C


STEP 2: Add Products on ‘Add Uncovered Products to Contract’ Popup Window

• Search for uncovered products in the text box(es) by SO, PO, Serial/PAK, 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.

• 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.

• Click ‘Search’.

C

B

A

NOTE: Service Level can be selected or changed by

clicking on picker and choosing service level from a

Service Level Selector popup window.

NOTE: Distributor can be selected or

changed by clicking on picker and

searching and choosing a Distributor from

the ‘Bill To Selector’ popup window.

D

A

B

C

D


Tab Description

Matching Uncovered

Products

Products that are not covered will appear in this tab. Specific

columns in this tab include Instance Number, Serial/PAK Number,

Qty, Product ID, SO Number, and PO Number.

Inactive Products Products that are inactive will appear in this tab. Specific

columns in this tab include Instance Number, Serial/PAK Number,

Qty, Product ID, SO Number, and PO Number.

Covered Products 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.

STEP 3: From Search to Add Products, you will be taken to the Add Uncovered Products Screen.

There are three main tabs in the Add Uncovered Products screen:

NOTE: If there are no line items for inactive or covered products, then tabs will be grayed out and

non-functional.


• Select line of

uncovered products by

checking box.

• Click ‘Validate’.

B

A

STEP 3 (Continued): The products that match your search will populate in the tabs.

A

B


STEP 4: Select and submit Uncovered Products from Validation Results Popup Window

• Select line of

uncovered products by

checking box.

• Click ‘Submit’.

B

A

NOTE: If there are severe

errors then line validations

failed and transactions

cannot be done until

validation issue has been

resolved.

A

B


STEP 5: Select and submit Uncovered Products from Confirmation Popup Window

• Select line of uncovered

products by checking box.

• Click ‘Submit’.

B A

NOTE: Revenue Impacting

Products will appear in the

“Products-Send to Quoting”

Section.

Non-Revenue Impacting

Products will appear in the

“Products-To Be Processed

Offline” Section.

A

B



• Select coverage period radio button and select service level duration(s) or ‘Set All End Dates To’

radio button and enter date in text box or use calendar icon to select date.

• Select ‘Generate Quote’.

• After you click ‘Submit’ in the ‘Generate Quote’ popup, the system will process automatically

online.

B

A

A

B

C


Edit quote by using the ‘Lines’

dropdown menu and click ‘Save’ to run

validation checks and display prices and

errors (if any).

Click ‘Proceed to Order’. If ‘Proceed to Order’ is grayed out then

user will need to use the ‘Notify’ option in

the Access dropdown to contact a

Distributor or Internal user with ordering

access to order the quote.

STEP 7: Edit and Order Quote A B C

B

C

A


Contract-to-Contract Merge


From Contract Summary Manager screen:

• Click the ‘Contract #’ hyperlink for which you want to view details.


From Contract Summary Details screen:

• Select ‘Merge entire Contract into Another Contract’.

• Click ‘GO’.

A

B

A

B


CM

From the Provide Target Contract popup window, you will have three options:

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).


CM

From the Select Target Contract popup window:

• Choose a target contract by selecting the appropriate radio button.

• Click the ‘Submit’ button.

A B

B

A


CM

If exceeding the maximum contract threshold, in the Message and Submit Move Request popup windows:

• Click ‘OK’.

• Enter email address(es), Notes and click ‘Submit’.

A

B

B

A


CM

Confirmation Message

• The confirmation message appears and an email will be sent to you once the merge has been made. The email 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 email 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, 32-

35.


CM

STEP 1: Populate the table of Covered Product Lines with Unknown Installed-At Sites

• Choose one of the listed Ship to Addresses.

• Click ‘Set Filters’.

A

B

A

B


CM

STEP 2/Option 1: Use Ship To ID/Address as Installed-At Site

• Choose one or more covered product lines.

• Check one or more ‘Use Ship To’ checkboxes.

• Click ‘Continue’.

B

C

A

B

C

A


OC

M

Choose one or more covered product lines.

Check one or more ‘New Site’ checkboxes.

Click ‘Search/Create New Site’.

A B

C

STEP 2/Option 2: Search for another site or create a new one to use as Installed-At

Site

A

B

C

A

A

B

C


• Contains ‘Go Back’ button if there was a new site created on the ‘Filter Covered Product Lines By Ship-To’ page. This feature allows you to toggle between two screens, making it easier to correct unknown Installed-At Site info.

OC

M Changes to the ‘Submit Move Request’ screen


• 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

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.


• Navigate to request status page and click on the Reference ID

• The entire search results will be displayed

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).


For all available Contract Management functionality, please reference the Contract

Management Distributor user guide.

http://www.cisco.com/web/partners/support/cpe/cscc_d/en/user_guides/CSCC_Distributor_User_Guide.pdf

http://www.cisco.com/web/partners/support/cpe/cscc_d/en/user_guides/CSCC_Distributor_User_Guide.pdf


• Contract Upload Manager functionality allows you to perform contract, site and product level move transactions where:

• 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.

Uplo

ad

Mgr.


• You can conduct the following move transactions involving multiple contracts at once using specific templates for:

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

8. Search and Create Ship To

9. Uncovered Equipment Move at Product Level

Uplo

ad

Mgr.

NOTE: To view the sample templates in more detail, please see the following slides.

NOTE: For step-by-step

instructions on how to use

the move transactions

templates, reference the

Upload Manager Job Aid.

http://www.cisco.com/web/partners/support/cpe/cscc_c/en/CSCC_Upload_Manager_Job_Aid.pdf


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

Uplo

ad

Mgr.


7. Site-to-Site at product-level move


8. Search and Create Ship To

9. Uncovered Equipment Move at Product Level


For step-by-step instructions on how to use the move transactions templates, reference the

Upload Manager Job Aid.

http://www.cisco.com/web/partners/support/cpe/cscc_c/en/CSCC_Upload_Manager_Job_Aid.pdf

Thank you.

Cisco Service Contract Center Contract …...Contract Management allows you to filter, search and...

Documents

Transcript of Cisco Service Contract Center Contract …...Contract Management allows you to filter, search and...