Cisco Partner Sales Reporting Template and Web Portal
Submission Process WSCA-NASPO #AR-233 (14-19) June 2014 Cisco U.S.
Public Sector Contracts Management Office
Slide 2
Cisco Confidential 2 2013-2014 Cisco and/or its affiliates. All
rights reserved. Report Cisco Public Sector Contract Sales
Reporting Web Portal Common Reporting Errors & FAQs Audits,
Contract Termination & Contacts Agenda
Slide 3
Cisco Confidential 3 2013-2014 Cisco and/or its affiliates. All
rights reserved.
Slide 4
Cisco Confidential 4 2013-2014 Cisco and/or its affiliates. All
rights reserved. Select the applicable options (ie. drop-down
lists) in the Reporting Template for the Contract you are
reporting. Not all options are available for every Contract. The
specific training that is provided for each Contract will address
the applicable options available to you. REMINDER
Slide 5
Cisco Confidential 5 2013-2014 Cisco and/or its affiliates. All
rights reserved. Report Template Example Fully Completed
Slide 6
Cisco Confidential 6 2013-2014 Cisco and/or its affiliates. All
rights reserved. Report Template Header Section Macro Buttons Auto
Format Rows Button: Will wrap text and adjust column width and row
height Add 10 Blank Rows Button: This adds 10 additional rows to
the bottom of your spreadsheet to add more sales data Note: Allow
Excel to enable macros if security warning appears
Slide 7
Cisco Confidential 7 2013-2014 Cisco and/or its affiliates. All
rights reserved. Report Template Header Section Partner Name: (Row
1): Enter your Full Legal Company Name. State/Contract ID: (Row 2):
Select from the drop-down list, choose the relevant US state and
Contract ID. For example, UT-AR-233 (14-19). Reporting Period
Ending Date: (Row 3): Select from the drop-down list, choose the
quarter/month (whichever is applicable) end date of the sales data
that is being reported. Contact Name: (Row 4): Partner POCs name
who will be available to remediate or discuss any reporting issues.
Contact Phone: (Row 5): Partner POCs phone number. Contact Email:
(Row 6): Partner POCs email address. Partner PO# for Admin Fee
Invoicing: (Row 7): Enter a Purchase Order (PO) number that is
generated out of the Partners system for us to use on the Cisco
Contract Administrative Fee Invoice. Enter placeholder PO# if not
available. (ex. APWSCAUTQ3CY14). Header Section: (Rows 1- 7):
Complete these rows before beginning to fill out the body of the
report. Fill in the blue highlighted rows with your Partner
information as seen below.
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Cisco Confidential 8 2013-2014 Cisco and/or its affiliates. All
rights reserved. Report Template Detail Section Spreadsheet
Message: (Column A): If any detail section cell is blank or is
identified to have a problem, a descriptive error message will
appear in the Spreadsheet Message column for the applicable row.
Overall Report Errors : (Row 8): If there are any errors, this row
will alert you how many rows have errors.
Slide 9
Cisco Confidential 9 2013-2014 Cisco and/or its affiliates. All
rights reserved. Report Template Detail Section Column B & C
Cisco Sales Order or Disti Transaction ID: (Column B): Ciscos Sales
Order Number if the order went direct -OR- the Transaction ID if
the order went through distribution. Valid Exception Entries:
MP######## (MarketPlace number) - If a Cisco SO has not yet been
generated, enter the MarketPlace number assigned to the order. N/R
(Not Retained) allowed if you are a Cisco Certified National Direct
Integrator only.(ie. CDW or GovConnection) N/A (Not Applicable)
Does not apply for Basic Install & Config orders being reported
Partner PO Number (to Cisco or Disti): (Column C): Partners
Purchase Order Number associated with the order submitted to
Cisco/Distributor. Valid Exception Entries : N/A (Not Applicable)
Does not apply for Basic Install & Config orders being reported
Begin at row 10 and work your way right to complete each detail
row. One row for each SKU, it is not necessary to report $0
configured minor line items if it is part of a major line priced
SKU. Do not skip any rows.
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Cisco Confidential 10 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Column D &
E Partner PO Date (To Cisco or Disti): (Column D): Date of Partners
Purchase Order associated with the order submitted to
Cisco/Distributor. Must be in MM/DD/YYYY format. Exceptions: None.
Customer Name: (Column E): Public Sector Customer name as shown on
order placed with Partner Exceptions: None.
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Cisco Confidential 11 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Column F &
G Partner Assigned Customer ID: (Column F): For WSCA-NASPO, if your
Company uses a unique # for your Customers, enter it here.
Otherwise, enter N/A. Exceptions: None. Customer Type: (Column G):
Select from Drop-Down List the type of Public Sector Customer
associated to the order: Gov-State Gov-County Gov-Local (Township)
Edu-K-12 Edu-HE 2 yr Edu-HE 4 yr Edu-Private Non-Profit American
Indian Tribes Note: You must select a category from the drop down
list. You will not be allowed to type in this field.
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Cisco Confidential 12 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Column H &
I Partner to Customer Invoice Date for Transaction: (Column I):
Date of Partner's invoice number to the Public Sector Customer
associated with the order. Must be in MM/DD/YYYY format. Valid
Exception Entries: Last date of the reporting period (ie. 6/30/2014
for an order being reported in Q2CY14) - If the order has been
submitted to Cisco/Disti but the Public Sector Customer has not yet
been invoiced. Partner to Customer Invoice Number for Transaction:
(Column H): Partner's invoice number to the Public Sector Customer
associated to the order. Valid Exception Entries: TBD (To Be
Determined) - If the order has been submitted to Cisco/Disti but
the Public Sector Customer has not yet been invoiced.
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Cisco Confidential 13 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Column J &
K Customer PO Number: (Column J): Public Sector Customers purchase
order number placed with the Partner. Valid Exception Entries:
Signed SOW Signed Quote P-Card/Credit Card Purchase must include
the confirmation number Customer PO Date: (Column K): Date of
Public Sector Customers purchase order number placed with the
Partner. Must be in MM/DD/YYYY format. Exceptions: None.
Slide 14
Cisco Confidential 14 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Column L &
M Customer Ship To Date: (Column L): Date Public Sector Customers
order shipped. Must be in MM/DD/YYYY format. Note: If the order has
not yet shipped, go into the Cisco or Disti ordering system to
retrieve the ship date. Customer Ship To Name: (Column M): Contact
name that was listed on the Public Sector Customers shipping label
or ordering documentation. Exceptions: None.
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Cisco Confidential 15 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Columns N - Q
Customer Ship To Address - Street: (Column N): Number and full
street name that was listed on the Public Sector Customers shipping
label or ordering documentation. Customer Ship To Address - City:
(Column O): Full City name that was listed on the Public Sector
Customers shipping label or ordering documentation. Customer Ship
To Address - State: (Column P): State that was listed on the Public
Sector Customers shipping label or ordering documentation. Customer
Ship To Address - Zip: (Column Q): Full zip code that was listed on
the Public Sector Customers shipping label or ordering
documentation. Exceptions: None.
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Cisco Confidential 16 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Columns R - V
Customer Bill-To Name: (Column R): Name that was listed on the
Public Sector Customers purchase order as the actual Bill-To.
Customer Bill-To Address - Street: (Column S): Number and full
street name that was listed on the Public Sector Customers purchase
order as the actual Bill-To. Customer Bill-To Address - City:
(Column T): Full City name that was listed on the Public Sector
Customers purchase order as the actual Bill-To. Customer Bill-To
Address - State: (Column U): State that was listed on the Public
Sector Customers purchase order as the actual Bill-To. Customer
Bill-To Address - Zip: (Column V): Full zip code that was listed on
the Public Sector Customers purchase order as the actual Bill-To.
Exceptions: None.
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Cisco Confidential 17 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Columns W &
X Type of Sale: (Column W): Select from Drop-Down List the type of
sale: Product: New Product: Refurb (CCRE Only) Product: Software
License(s) Services: 1-YR SMARTnet Services: 2-YR SMARTnet
Services: 3-YR SMARTnet Services: 4-YR SMARTnet Services: 5-YR
SMARTnet Services: 1-YR SMARTnet Education Services: 2-YR SMARTnet
Education Services: 3-YR SMARTnet Education Services: 4-YR SMARTnet
Education Services: 5-YR SMARTnet Education Services:
Advanced/Combined Svc Services: Other Technical Services Services:
Training/Learning Credits Credits: Order Cancellation Credits:
Return (Incl RMA# in col Y) Credits: Try and Buy/Demo Credits:
Trade-In (Incl CTMP# in col Y) Credits: Incorrect Charge Basic
Install and Config Note: If Type of Sale does not correlate to the
SKU being entered in Column X, an error message will appear in
Column A. Not all drop-down items are applicable or available to
each States Participating Addendum. Product/Service SKU or Basic
Install & Config: (Column X): Enter the EXACT SKU for
Product/Service per the published pricelist on the Cisco State
Website Valid Exception Entries: Basic Install & Config - For
Authorized Partner Services
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Cisco Confidential 18 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Columns Y &
Z Product/Service Description OR Basic Install & Config:
(Column Y): Enter the EXACT Description for Product/Service per the
published Pricelist on the Cisco State Website. Valid Exception
Entries: Credits: Return (Column Y): Type in as a prefix to the
pricelist description RMA(must include the RMA number) Credits:
Trade-In (Column Y): Type in as a prefix to the pricelist
description Trade-In(must include the CTMP number) for those items
that require it. Prod/Srvc Qty OR BI&C Hours: (Column Z):
Actual quantity for each Product/Service SKU or hours billed for
Basic Install & Config. Exceptions: None.
Slide 19
Cisco Confidential 19 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Columns AA
& AB Product/Service Unit List Price OR BI&C Hourly Rate:
(Column AA): Current Unit List Price for each Product/Service SKU
per the published Pricelist on the applicable Contract Webpage at
Cisco.com BI&C Hourly Rate must not exceed published rates on
the applicable Contract Webpage at Cisco.com Note: If you are
processing a RMA or Trade-In, this list price would be negative.
Product/Service Unit Net Price OR BI&C Hourly Rate: (Column
AB): Actual Unit Net Price quoted/invoiced for each Product/Service
SKU per the published Pricelist on the applicable Contract Webpage
at Cisco.com. Note: If you are processing a RMA or Trade-In, this
unit price would be negative.
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Cisco Confidential 20 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template Detail Section Columns AC - AF
All of these fields will automatically calculate, no input is
required. Product/Service Discount %: (Column AC): The total
discount provided to the Public Sector Customer off the List Price.
This is required to be equivalent to or greater than the Contract
minimum guaranteed discount. Product/Service/BI&C Total Net
Amount: (Column AD): Total net amount of sales for the quantity and
unit net price (should match the invoice to the Public Sector
Customer). Contract Admin Fee Amount: (Column AE): The Contract
mandated percentage Admin Fee (if applicable) calculated from
Column AD. State Admin Fee Amount: (Column AF): The State Admin Fee
is calculated. *(if applicable) Exceptions: None.
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Cisco Confidential 21 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Template SUMMARY If you are reporting
$0 Sales for the quarter: Do NOT complete a report template. You
still MUST log into the reporting tool and submit a $0 NO Sales for
the quarter. Complete the Header Section (rows 1 to 7) first.
Manual entry for the Detail Section (columns B-AB) begins at row
10. Each row in the Detail Section MUST be populated with data for
columns B to AB. Each row in the Detail Section MUST include sales
volume data for only one (1) SKU. Each Product/Service SKU (column
X) entry must match the Type of Sale (column W) indicated. For
example, when reporting Services: 1-YR SMARTnet in column W for a
Service, Product/Service SKU in column X must begin with a Service
prefix such as CON- or SP-. Use the Auto Format Rows macro button
to resize columns/rows and wrap text within a cell. Use the Add 10
Blank Rows macro button to add additional rows to the bottom of the
spreadsheet.
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Cisco Confidential 22 2013-2014 Cisco and/or its affiliates.
All rights reserved.
Slide 23
Cisco Confidential 23 2013-2014 Cisco and/or its affiliates.
All rights reserved. Report Submission Process Cisco Public Sector
Contract Sales Reporting Web Portal URL:
https://pos.immixgroup.com/IGCISCO/https://pos.immixgroup.com/IGCISCO/
If you are reporting $0 No Sales for the quarter, You do NOT need
to complete a report template. However, you MUST log into the Web
Portal to submit $0 Sales for the quarter. If you are reporting
sales volume for the quarter, review the report for accuracy and
save your completed report file. Proceed to the Web Portal to
upload and submit your report file. For any Reporting Web Portal
related questions, including to request a login be created, please
email [email protected].
[email protected] Web Portal Functionality: Log-In
User Profile Partner Profile Contract Partner Profile Download
Reporting Template $0 No Sales Report Quarterly Sales Volume Report
Submission Partner Submission Status Report
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Cisco Confidential 24 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal Training Materials & FAQs (no
login req) Click the [Log In] link on top right corner Enter
Username & Password Click Log In If you forget your
username/password, enter the email address associated with your
log-in information then click either Send me my Username or Reset
my Password button. If you need to get a log-in, send email to
[email protected]@cisco.com
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Cisco Confidential 25 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: User Profile Click your Username
link to update profile
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Cisco Confidential 26 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: User Profile Update any User
Profile information, except Username Change Password Click Save
once changes are input
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Cisco Confidential 27 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: Partner Profile To view and/or
edit your Partner Profile, click Partner Profiles on the left
navigation column Update any Partner Profile information, except
Partner Name or Status. You are contractually obligated to keep
this information current.
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Cisco Confidential 28 2013-2014 Cisco and/or its affiliates.
All rights reserved. Only Contracts and Manufacturers (Cisco
acquisitions under a separate pricelist) specific to the Partner
will be displayed on this screen. Some Partners may see only one
option, whereas other Partners who are authorized on several
Contracts will see multiple options as exemplified above. Web
Portal: Contract Partner Profile To view Contract Partner Profile,
click Contract Partner Profiles on the left navigation column.
Click on the pencil icon to view and/or edit that specific Contract
Partner profile.
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Cisco Confidential 29 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: Contract Partner Profile ALL
Partner Contacts Must Be Updated With CURRENT Information: Use the
tabs to select the appropriate contact to update. You are
contractually obligated to keep this information current within 10
days of any effective changes. Read-only section. No information
can be changed.
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Cisco Confidential 30 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: Download Reporting Template To
download a copy of the Reporting Template, click Download Reporting
Templates on the left navigation column. Click on the Spreadsheet
Icon image to download the template file. Version and date is
indicated below template link. Current version MUST BE used, old
versions will be rejected by Web Portal. Save the file to your
computer.
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Cisco Confidential 31 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: Upload POS Data NO SALES Verify
the confirmation message below is received. If not, the report was
NOT submitted successfully. To upload No Sales, click Upload POS
Data on the left navigation column. Select appropriate Contract
number. Complete all fields and Click the checkbox for No Sales
before clicking Submit Click Confirm to officially submit a No
Sales Report. Failure to confirm will result in NO submission.
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Cisco Confidential 32 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: Upload POS Data SALES Prior to
submitting your report ensure: The most recent version template is
used. Rows 1-7 are completed filled out ACCURATELY There are NO
blank cells that are required fields and NO skipped rows All Date
related cells contains a valid date in the required date format The
Customer Type accurately corresponds to the Customer The Customer
Ship To & Bill-To Address contains a FULL address incl. City,
State & Zip Code Type of Sale accurately corresponds to the SKU
Total Amounts are accurately calculated SKU & Description MATCH
EXACTLY to the posted contract Price List Files on Contract Webpage
at Cisco.com. To upload Sales, click Upload POS Data on the left
navigation column. Select appropriate Contract number. Browse and
select the completed report file saved on your computers hard
drive
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Cisco Confidential 33 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: Data Validation The Web Portal
performs several data validation checks and will prevent upload and
submission of the report file if errors are found. Detailed
descriptions of the errors will be identified either at the top of
the screen in a red banner or below the submit button. Errors below
the submit button will indicate the specific row and description of
the error. Errors must be fixed in order to submit file
successfully. For assistance with these errors, please email
[email protected][email protected]
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Cisco Confidential 34 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: Upload POS Data SALES You MUST
click Confirm to officially submit the Sales Report. Failure to
confirm will result in NO submission After correcting any errors
detected by the Data Validation check and successfully submitting a
reporting file, a summary of the report will appear. This will
include the number of data records, summary of product, service and
basic install totals, and grand total amounts. Verify the
confirmation message below is received. If not, the report was NOT
submitted successfully.
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Cisco Confidential 35 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: Upload POS Data SALES To view
status of a submitted report, click Partner Submission Status on
the left navigation column. Status will be either Submitted,
Rejected, or Approved. Cisco will notify Partners if a report is
rejected due to errors or issues. Partners are REQUIRED to correct
the errors before the report due date, otherwise the report will be
considered late and the delinquency will be noted for Partner
performance reviews.
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Cisco Confidential 36 2013-2014 Cisco and/or its affiliates.
All rights reserved. Web Portal: Email Confirmation An Email
confirmation is sent to the user when the report is successfully
submitted in the web portal. If you do NOT receive an email
confirmation, the report was not successfully submitted and
confirmed. Reach out to the Web Portal help desk for any
issues.
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Cisco Confidential 37 2013-2014 Cisco and/or its affiliates.
All rights reserved. Inaccurate Report Process Quarterly/monthly
reports must be submitted accurately and timely per the Subcontract
agreement the Partner executed with Cisco. There is only one
Partner Submission allowed per Contract for each reporting period.
Once your quarterly/monthly report is submitted, if Cisco and/or
the State find errors, you have a 24 hour deadline to resubmit your
corrected report. If a Partner needs to resubmit a report for any
reason BEFORE the report deadline, you MUST perform the following
steps: 1. Email [email protected] to request approval
to resubmit the report. Partner MUST provide a justification for
the requested resubmission and contact information of the person
who can answer questions that Cisco & State may have regarding
Partners request. 2. WSCA-NASPO and/or Participating State will
review the email request and advise Partner if the request is
approved. 3. If approved, Cisco will grant Partner the ability to
resubmit the report. 4. Resubmitted report will be reviewed by
Cisco & State and may be rejected if any issues are found. If a
Partner needs to resubmit a report for any reason AFTER the report
deadline, the Partner is subject to the following: 1. Cisco &
State will jointly determine a correction process. 2. Partner may
be required to correct inaccurate sales data in the NEXT quarters
sales volume report submission: (examples of possible errors) 1.
Missing sales add to next quarter/months report as a normal
transaction. 2. Unauthorized Contract sales Please contact us at
[email protected].
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Cisco Confidential 38 2013-2014 Cisco and/or its affiliates.
All rights reserved.
Slide 39
Cisco Confidential 39 2013-2014 Cisco and/or its affiliates.
All rights reserved. Common Reporting Errors Incorrect
State/Contract ID (row 2): Select from Drop-Down List the CORRECT
US State and Contract ID for the sales data being reported.
Incorrect Report Period Ending Date (row 3): Select from Drop-Down
List the CORRECT Report Period Ending Date for the sales data being
reported. BLANK Partner PO# for Cisco Fee Invoicing (row 7): Enter
a valid PO# in this field if you will be invoiced an Admin Fee,
otherwise you are required to enter N/A. Enter placeholder PO# if
not available. INVALID Cisco Sales Order or Disti Transaction ID
(column B): Enter a VALID Cisco Sales Order Number if the order was
placed directly with Cisco -OR- the Transaction ID if the order was
placed with distribution. MP######## (MarketPlace number) - If a
Cisco SO has not yet been generated, enter the MarketPlace number
assigned to the order. N/R (Not Retained) If you are a Cisco
Certified National Direct Integrator only.(ie. CDW or
GovConnection) N/A (Not Applicable) If you are reporting Basic
Install & Config ONLY in Column B. In event of an audit, you
will be required to provide this information. Only a valid SO,
valid transaction ID, MP########, N/R, or N/A will be accepted in
this field, per previously listed exceptions. INVALID Customer PO
Number (column J): Enter a VALID Public Sector Customer purchase
order number placed with Partner or Signed SOW, Signed Quote or
P-Card/Credit Card with Confirmation #. Failure to include a
confirmation # with a P-Card or Credit Card entry will result in
the report being rejected.
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Cisco Confidential 40 2013-2014 Cisco and/or its affiliates.
All rights reserved. Common Reporting Errors - Continued INCOMPLETE
Customer Ship To /Bill-To Address (column M - V): Customers FULL
Ship To or Bill-To address: Contact Name MUST be as reflected on
the shipping label or or ordering documentation. Address Line 1,
City, State and Zip Code Invalid Product or Service SKU (column X):
Enter the EXACT Product or Service SKU per the published contract
Pricelist: See your Contract Reference Page at end of this
presentation. Invalid Product or Service Description (column Y):
Enter the EXACT Description associated to the Product or Service
SKU per the published contract Pricelist: See your Contract
Reference Page at end of this presentation. Errors on Report (Row 8
& Column A): Ensure that Row 8 and Column A do not contain any
error messages. If row 8 has an error message, details of the error
of the applicable row can be found in column A. Only LIMITED error
checking is performed in Column A. Excel File error checking does
NOT include errors mentioned above. TBD in Date Fields: Values in
the date field must be in date format (MM/DD/YYYY). Partner PO Date
(To Cisco or Disti) (column D) Partner to Customers Invoice Date
for Transaction (column I) Customers PO Date (column K) Out of
Scope Sales: Reporting sales not in the scope of contract (ie. the
product category was not awarded and/or the SKU was not listed on
approved posted pricelist on the Contract Webpage at Cisco.com
places a Partner at risk for removal from the Contract).
Appropriate Contract: Ensure sales transactions listed on the
reporting template are being submitted for the correct Contract.
Auto fill: Using auto fill when copying down rows may inadvertently
result in ascending numerical values. This is commonly done on Ship
To or Bill-To Address (zip code) & PO Number columns.
Slide 41
Cisco Confidential 41 2013-2014 Cisco and/or its affiliates.
All rights reserved. Reporting FAQs Q: What types of sales
transactions should be reported? A: 1) All sales under the Prime
Contract for which a) a purchase order has been received and
accepted, b) an order has already been placed with Cisco and/or
Distributor, during the reporting interval. 2) Any order placed as
a result of Partner being awarded the deal based on a mini bid
(i.e. solicitation for quotes) or mini RFP. 3) Any order(s) placed
as result of Partner being awarded the opportunity based on a full
blown RFP that leverages the terms and conditions of the contract
and piggybacks off of it. It is the Partners responsibility to
verify with the Authorized Customer if the order does NOT clearly
state that the order is being placed through this contracting
vehicle. Under reporting is grounds for removal from the Contract.
4) Any order that used a channel program (ie. SIP, OIP, VIP, etc.),
DSA or Cisco Promotion that used the contract as a purchasing
vehicle must be reported. Q: What if I cant find the SKU on the
posted contract Price List? A: 1) The SKU may be out of scope of
the contract. Example: Partner branded services (i.e. cobranded
services and Partner branded). 2) If you are certain a SKU(s) is in
scope and are not able to locate it on the contract pricelist,
please email the SKU(s) to the appropriate contract alias.contract
alias Q: What if the Invoice to customer has not been generated
yet? A: Report the transaction/order in the reporting period where
the order is placed with Cisco or Distribution. Q: What is the
Transaction ID and what if I dont have a Transaction ID from
distribution? A: A transaction ID is the order confirmation number
if the order went through distribution. If you do not have a Disti
Transaction ID, Cisco will accept any type of identification number
that will enable the tracking of the order through the distributor.
This may include a Disti invoice number, sales order number, order
confirmation number, order identification number, etc. Q: What do I
put in the Partner PO# for invoicing cell in the header section
(row 7)? A: Enter a Purchase Order (PO) number that is generated
out of the Partners system for us to use on the Cisco Contract
Administrative Fee Invoice. Enter placeholder PO# if not available.
(ex. APWSCAUTQ3CY14)
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Cisco Confidential 42 2013-2014 Cisco and/or its affiliates.
All rights reserved. Reporting FAQs - Continued Q: What is a
Customer? A: The Customer is an Authorized Purchaser, as defined by
the contract, who placed the order with the Partner. Refer to the
contract website or the contract specific training for a detailed
definition of Authorized Purchasers. Q: Can I copy and paste data?
A: Yes, but please make sure to Paste Values, otherwise errors and
formatting issues will occur on the template. Use caution when
using copy and paste as you are contractually obligated to submit
accurate reports which may be subject to audit by Cisco or the
State. Q: What if I cant update the cell contents after I enter
data? A: You may be using an old template version. Go to the Web
Portal and ensure you have downloaded the most recent version of
the reporting template. If you have verified your template version
and are still having issues contact your General Reporting
Questions contact.General Reporting Questions Q: Why arent the
macro buttons working? A: Please make sure macros are enabled.
Excel by default disables macros. Please visit Microsoft.comfor
detailed instructions on how to enable macros. Q: I filled in all
the rows, but have more sales to enter. How do I add additional
rows? A: Click the Add Ten Blank Rows button at the top of the
file. Please make sure Macros are enabled. Q: I cannot see all the
data I entered in the cell. How can I expand the cell width? A: Use
the Auto Format Rows button to reformat the entire sheet so all
data is visible. Please make sure Macros are enabled on the
spreadsheet. Q: I am no longer the reporting contact. How do I
update for the new reporting contact? A: Email your designated
Contract Administrator at Cisco for a Partner Info Form to update
your reporting contact information.
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Cisco Confidential 43 2013-2014 Cisco and/or its affiliates.
All rights reserved.
Slide 44
Cisco Confidential 44 2013-2014 Cisco and/or its affiliates.
All rights reserved. Audits Cisco will be performing
monthly/quarterly AUDITS of previously submitted and future Partner
Reports, which will include, but are not limited to, verifying the
following: SKUs submitted in sales reports must EXACTLY match SKUs
published on the approved Pricelists as posted on the Contract
webpage. List prices submitted in sales reports must EXACTLY match
the list prices on the corresponding posted Pricelists per the date
of the Customers PO. Product scope includes only Cisco Branded
Products and Related Services The discounts reported for the sales
must, AT A MINIMUM, match your contract discounts or be
greater/deeper (ie. 38% vs 35%) than the contract minimum discount
stated in your contract specific detail section. Compare booking
reports to the reported sales volumes. We will contact you if there
are any issues identified. Under-reporting is grounds for removal
from any Public Sector Contract.
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Cisco Confidential 45 2013-2014 Cisco and/or its affiliates.
All rights reserved. Partner Review - Contract Termination FAILURE
TO REPORT ACCURATELY AND TIMELY: Partners who fail to submit their
reports by the deadline stated on the contract specific training,
including a $0 No Sales Report, will have their contract terminated
immediately after the deadline. FAILURE TO MEET MINIMUM
REQUIREMENTS: Per the minimum requirement details (set forth in the
application the Partner completed) Partners are required to meet or
exceed the minimum requirements and will be terminated pending a
joint decision between the State Administrator and Cisco. This will
be strictly enforced.
Slide 46
Cisco Confidential 46 2013-2014 Cisco and/or its affiliates.
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