Service Invoice & Quoting SKUs

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1 Service Invoice & Quoting SKUs Distributor Job Aid Last Updated: 11 September 2013 Page 1 of 14 Provide Feedback on this Training

2 TABLE OF CONTENTS Introduction SKU Types SKU Type Availability SKUs on Invoice Fixed Dollar SKU Dollar Adjustable SKU Enterprise SKU SKU Behavior Setting SKU Options for Invoicing Setting SKU Option for Invoicing in Preferences Distributor Administrator Role Distributor Quoting and Purchasing/Ordering Roles Setting SKU Option for Invoicing in Quick Quoting Setting SKU Option for Invoicing in Standard Quoting Quoting by Enterprise Service SKU Quick Quoting Workflow Standard Quoting Workflow Error Messages linked to SKUs when Quoting SKU Usage by Region Last Updated: 11 September 2013 Page 2 of 14 Provide Feedback on this Training

3 Introduction This job aid will provide the necessary information regarding the different types of Service Invoice and Ordering SKUs in (CSCC). Important Note: To search for a word in this User Guide, press Ctrl F on your keyboard, enter the word into the Find what: field, and press Enter. Navigate through the document by clicking Find Next to locate additional instances of the word. *For more information on topics not found or covered in this Job Aid, please reference the CSCC Distributor User Guide. 1 SKU Types A stock-keeping unit or SKU is a number or code used to identify each unique product for sale. SKUs are used in CSCC for invoicing or ordering (determining a price on the line within a quote). When invoicing, there are 3 SKU choices and when ordering, there is 1 SKU choice. An Ordering SKU is a Product + Service Level combination that the system uses to derive the price. 3 types of Invoicing SKUs: o o o Fixed Dollar SKU (also called SMS SKU) Dollar Adjustable SKU (also called Variable Dollar SKU or Flexible Dollar SKU) Enterprise SKU (also called Mapped SKU or Direct SKU) Quoting SKU (used to determine price on the quote): o Enterprise Service SKU 1.1 SKU Type Availability The different types of SKUs are used in Cisco s Quoting and Ordering tools, below are tables that describe within which tool each SKU can be used. Note: Fixed or Dollar Adjustable SKUs are only for invoice purposes. When quoting within the tool (adding a line) by SKU, it can only be done by Enterprise SKU. SKU Type Availability for Invoicing SKU TYPE CSCC SMS3 CCW Fixed Dollar Dollar Adjustable Enterprise SKU Type Availability for Quoting SKU TYPE CSCC SMS3 CCW Fixed Dollar Dollar Adjustable Enterprise Last Updated: 11 September 2013 Page 3 of 14 Provide Feedback on this Training

4 2 SKUs on Invoice When invoicing, the 3 SKU types can be seen on the invoice depending on what is set in your preferences. For setting SKU choice in your preferences, see the Setting SKU in Preferences. 2.1 Fixed Dollar SKU Fixed Dollar SKU is an invoicing SKU that shows the fixed unit price and a variable quantity on the invoice. The total price is fixed and the quantity varies to support the fixed price. The price is derived from the Product ID, Service Level and the set Duration. Pros: Allows user to do any kind of duration. It is flexible in terms of duration and allows for Prorating and Co- Terming (i.e. End Dates can be set to ANY duration on the service being quoted). Cons: No 1:1 correlation between the SKU and the Product ID. No product details are given in the SKU. There is no way to tell what product is being covered by just looking at the SKU. CSCC only allows Fixed Dollar SKUs to have a maximum of 4 digits (i.e. SMS-9999); due to history that Disti ERP systems only allow 4 digits. A quote amount (Net Price) worth $10, will be broken down into 2 lines on the invoice. CSCC calculates your single dollar sku to a maximum quantity of 9999 or less and then the remainder is quoted as your quantity for your thousand dollar sku. SKU Fixed Unit Price Variable Quantity Net Price (Service Amount) CON-SNT-SMS CON-SNT-SMS Note: The Fixed Unit Price will always show the Distributor Discount, even when combined with other discounts. CSCC Quoting Screen Product Table Last Updated: 11 September 2013 Page 4 of 14 Provide Feedback on this Training

Note: Invoice Summary has been added to show Fixed Dollar SKU rollup.

This may result in the Invoice Service Amount differing from the Net Quote Amount on the user interface.

Fixed Dollar SKUs Discrepancy in Amount from Sample Invoice and UI based on rounding differences 2.

Pros: Allows user to do any kind of duration. It is flexible in terms of duration and allows for Prorating and Co- Terming (i.e. End Dates can be set to ANY duration on the service being quoted).

5 Note: Invoice Summary has been added to show Fixed Dollar SKU rollup. CSCC Sample Invoice Fixed Dollar SKU Note: Quantity needs to be calculated and rounded to a whole number. This may result in the Invoice Service Amount differing from the Net Quote Amount on the user interface. Note: The Display Partner Discount checkbox must be selected for the Quote Net Amount to match the Service Amount on the Sample Invoice. Fixed Dollar SKUs Discrepancy in Amount from Sample Invoice and UI based on rounding differences 2.2 Dollar Adjustable SKU Dollar Adjustable SKU is an invoicing SKU that shows the fixed quantity and a variable unit price on the invoice. Pros: Allows user to do any kind of duration. It is flexible in terms of duration and allows for Prorating and Co- Terming (i.e. End Dates can be set to ANY duration on the service being quoted). Cons: No 1:1 correlation between the SKU and the Product ID. No product details are given in the SKU. There is no way to tell what product is being covered by just looking at the SKU. Last Updated: 11 September 2013 Page 5 of 14 Provide Feedback on this Training

The total quantity is fixed and the unit price varies to support the fixed quantity. The price is derived from the Product ID, Service Level and the set Duration.

60 CSCC Quoting Screen Product Table CSCC Sample Invoice Flexible Dollar SKU 2.

6 The total quantity is fixed and the unit price varies to support the fixed quantity. The price is derived from the Product ID, Service Level and the set Duration. A quote amount (Net Price) worth $10, will be displayed as 1 line on the invoice: SKU Variable Unit Price Fixed Quantity Net Price (Service Amount) CON-SNT-OPS CSCC Quoting Screen Product Table CSCC Sample Invoice Flexible Dollar SKU 2.3 Enterprise SKU Enterprise SKU is an invoicing SKU that shows a fixed unit price and variable quantity for each product on the invoice. Product details are provided in the SKU. The quantity is derived from the lines or number of products being quoted and not the set duration. With a quote amount (Net Price) worth $10, will be broken down into 2 lines on the invoice: SKU Fixed Unit Price Variable Quantity Net Price (Service Amount) CON-SNT-W6509EOS Last Updated: 11 September 2013 Page 6 of 14 Provide Feedback on this Training

Note: When quoting IronPort using Enterprise SKU, limits are set to the duration on the price list for that product of 1yr, 3yrs or 5yrs.

7 Pros: There is a direct 1:1 association between the SKU and the Product ID. The product being covered is listed in the SKU. Cons: Limits user to the set duration on the price list for that product of 1yr or 3yrs. Note: When quoting IronPort using Enterprise SKU, limits are set to the duration on the price list for that product of 1yr, 3yrs or 5yrs. CSCC Quoting Screen Product Table Note: A quote line with Enterprise SKU Invoicing can only be ordered through Distribution at the coverage duration specified on the Cisco price list (12 months or 36 months or when quoting IronPort, 12 months, 36 months or 60 months). Ensure that the duration on the quote line matches the price list duration. If it does not, edit the line and correct the duration to match the price list duration and re-validate. CSCC Sample Invoice Enterprise SKU 3 SKU Behavior The purpose of this section is to summarize the behavior of Enterprise SKU, Fixed Dollar SKU and Dollar Adjustable SKU for invoicing in CSCC. A high level process flow is shown as follows: Last Updated: 11 September 2013 Page 7 of 14 Provide Feedback on this Training

4 Setting SKU Options for Invoicing SKU choices for invoicing can be set in your preferences depending on your distributor role with the additional abilities to always use Enterprise SKU Invoicing or

8 4 Setting SKU Options for Invoicing SKU choices for invoicing can be set in your preferences depending on your distributor role with the additional abilities to always use Enterprise SKU Invoicing or SKU Rounding. SKU Options can also be selected in both Quick and Standard Quoting workflows. 4.1 Setting SKU Option for Invoicing in Preferences Distributor Administrators can set their SKU preference within the General tab under Manage Distributor Profile. The Distributor Administrator can set Fixed Dollar or Dollar Adjustable by selecting from the Invoice Dollar SKU Option dropdown menu. Enterprise SKU can be selected by checking the Always use Enterprise Dollar SKU for Quoting box which overrides what is selected in the Invoice Dollar SKU Option dropdown menu. Last Updated: 11 September 2013 Page 8 of 14 Provide Feedback on this Training

4.1.1 Distributor Administrator Role Step 1: Select SKU option from the dropdown for Fixed or Dollar Adjustable or check the Always use

Note: Checking Always use Enterprise Dollar SKU for Quoting will override what is selected in the Invoice Dollar SKU Option dropdown.

Note: After you have saved your selection, you will need to close all browsers and re-login the tool for the changes to take effect (see pop

2 Distributor Quoting and Purchasing/Ordering Roles Step 1: Check the Always use Note: If the box is not checked, the SKU option that the

9 4.1.1 Distributor Administrator Role Step 1: Select SKU option from the dropdown for Fixed or Dollar Adjustable or check the Always use Enterprise Dollar SKU for Quoting to select Enterprise SKU option. Note: Checking Always use Enterprise Dollar SKU for Quoting will override what is selected in the Invoice Dollar SKU Option dropdown. Preferences Disti Admin Role Setting SKU Step 2: Select Save Preferences to save your selection. Note: After you have saved your selection, you will need to close all browsers and re-login the tool for the changes to take effect (see pop up). Click OK. Preferences Re-login Popup Window Note: You must be enabled for Enterprise SKU Invoicing to be able to see the Always use Enterprise Dollar SKU for Quoting checkbox. Otherwise, if you are NOT enabled for Enterprise SKU Invoicing you will NOT be able to see this box Distributor Quoting and Purchasing/Ordering Roles Step 1: Check the Always use Enterprise Dollar SKU for Quoting to select Enterprise SKU option. Note: If the box is not checked, the SKU option that the Disti Admin has set will be seen on the invoice. Step 2: Select Save Preferences to save your selection. Note: After you have saved your selection, you will need to close all browsers and re-login the tool for the changes to take effect (see pop up). Click OK. Last Updated: 11 September 2013 Page 9 of 14 Provide Feedback on this Training

Preferences Disti Quoting & Purchasing/Ordering Roles Setting Enterprise SKU & Re-login Pop Up Window Note: You must be enabled for Enterprise SKU Invoicing to be able to see the Always use

10 Preferences Disti Quoting & Purchasing/Ordering Roles Setting Enterprise SKU & Re-login Pop Up Window Note: You must be enabled for Enterprise SKU Invoicing to be able to see the Always use Enterprise Dollar SKU for Quoting checkbox. Otherwise, if you are NOT enabled for Enterprise SKU Invoicing you will NOT be able to see this box. 4.2 Setting SKU Option for Invoicing in Quick Quoting When moving from the Quick Price or Pricing screens to the Quoting screen, if you are Enterprise SKU Invoicing enabled, the following popup will appear with the option to use Enterprise SKU Invoicing by checking the box. Enterprise SKU Invoicing will not be used if the box is left unchecked. Confirm Quote options Popup Your selection choice on the Confirm Quote options popup can be seen at the header level of the Quoting screen which will be grayed out with what you chose in the popup. Last Updated: 11 September 2013 Page 10 of 14 Provide Feedback on this Training

11 Quoting Screen Enterprise SKU Invoicing Checkbox 4.3 Setting SKU Option for Invoicing in Standard Quoting Within the Quote Summary Details screen under the Settings section you can select Enterprise SKU Invoicing if you are enabled. If not enabled, the box will be grayed out and be uncheckable. Note: If the Enterprise SKU Invoicing box is checked, it will override the Default Invoicing SKU set in your preferences. Quote Summary Details Screen Enterprise SKU Invoicing Checkbox - Unchecked Quote Summary Details Screen Enterprise SKU Invoicing Checkbox - Checked 5 Quoting by Enterprise Service SKU When quoting in the both Quick and Standard quoting workflows of CSCC, you can add a line to a quote by providing an Enterprise Service SKU which will determine a price for that line. An Enterprise Service SKU is made up of a Product and the Service Level. Note: Quotes that contain service levels that require Enterprise SKU Invoicing must be ordered using Enterprise SKU Invoicing. The user must be Enterprise SKU Invoicing enabled. 5.1 Quick Quoting Workflow Within the Quick Price screen and/or the Add/Upload Lines popup in the Pricing and Quoting screens, an Enterprise Service SKU can be added. For full details on entering products or adding lines, see the section Building a New Quote & Obtaining a Quick Price in the Distributor User Guide Quick Quoting. Last Updated: 11 September 2013 Page 11 of 14 Provide Feedback on this Training

12 Step 1: Enter Enterprise Service SKU. Step 2: Select Request Price for a quick price or select Proceed To Quote to move directly to the quoting screen. Quick Price Screen Enterprise Service SKU Step 1: Enter Enterprise Service SKU. Step 2: Select OK to add line. Add/Upload Lines Popup Enterprise Service SKU 5.2 Standard Quoting Workflow Within the Line Items and Pricing screen, an Enterprise Service SKU can be added when using the Add Line option in the Action dropdown. For full details on entering products or adding lines, see the section Add Line under the Line Items and Pricing screen in the Distributor User Guide Standard Quoting. Last Updated: 11 September 2013 Page 12 of 14 Provide Feedback on this Training

13 Step 1: Enter Enterprise Service SKU. Step 2: Enter Site ID and select Add Line. Add Line Popup Enterprise Service SKU Last Updated: 11 September 2013 Page 13 of 14 Provide Feedback on this Training

14 6 Error Messages linked to SKUs when Quoting The following errors can occur while quoting by Enterprise Service SKU. See the descriptions and how to correct the errors below: Error Message Description Correction 1. MISSINGDATASUMSVL 2. XXCSS_QOT_PN_MISSING You can obtain a quick price for a quote based only on a Service SKU. To order lines with Service SKUs, you must have a serial number and/or product number attached to it. You cannot order service based on Service SKU alone. You must specify a product number and/or serial number for each line containing a Service SKU to complete the service order; otherwise you will receive this error. 1. XXCSS_QOT_SN_SER_SKU_PRD_REQD If you enter a Service SKU that is not mapped to the serial number or product number entered, you will receive this error. You must enter a Service SKU that is mapped to the serial number or product number on the quote. 1. XXCSS_QOT_SS_NOT_ENT_SKU_IV 2. XXCSS_QOT_DIST_NOT_ENT_ENABLED 3. XXCSS_QOT_NO_DIST_ENT_SKU_ENB 4. XXCSS_B2B_2T_SWSUB_INV_ENT If the quotes you are creating contain service levels that require Enterprise SKU Invoicing, they must be ordered using Enterprise SKU Invoicing and you must be Enterprise SKU Invoicing enabled to be able to quote and order with Enterprise SKU Invoicing. You must be enabled for Enterprise SKU Invoicing, once enabled; you must select Enterprise SKU Invoicing while quoting. 5. SCDAT1013 A quote line with Enterprise SKU Invoicing can only be ordered through Distribution at the coverage duration specified on the Cisco price list. Ensure that the duration on the quote line matches the price list duration. If it does not, edit the line and correct the duration to match the price list duration and re-validate. 7 SKU Usage by Region The different SKUs are used across ALL regions. The table below describes which SKUs are used in which regions: Region Fixed Dollar SKU Dollar Adjustable SKU Enterprise SKU US/CAN LATAM EMEAR APJC Last Updated: 11 September 2013 Page 14 of 14 Provide Feedback on this Training

Service Invoice & Quoting SKUs

Service Invoice & Quoting SKUs 2-Tier Partner Job Aid Last Updated: 9 September 2013 Page 1 of 14 Provide Feedback on this Training Resource TABLE OF CONTENTS Introduction... 3 1 SKU Types... 3 1.1 SKU