Service Invoice & Quoting SKUs

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1 Service Invoice & Quoting SKUs 2-Tier Partner Job Aid Last Updated: 9 September 2013 Page 1 of 14 Provide Feedback on this Training Resource

2 TABLE OF CONTENTS Introduction SKU Types SKU Type Availability SKUs on Invoice Fixed Dollar SKU Dollar Adjustable SKU Enterprise SKU SKU Behavior Setting Enterprise SKU Option for Invoicing Setting Enterprise SKU Option for Invoicing in Preferences Setting Enterprise SKU Option for Invoicing in Quick Quoting Setting Enterprise 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: 9 September 2013 Page 2 of 14 Provide Feedback on this Training Resource

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 2-Tier Partner 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. SKU Type Availability for Invoicing SKU TYPE CSCC SMS3 CCW Fixed Dollar Dollar Adjustable Enterprise Note: When invoicing, the 3 SKU types can be seen on the invoice depending on what SKU type is set in the preferences of the Distributor on the quote. Fixed Dollar Dollar Adjustable SKU Type Availability for Quoting SKU TYPE CSCC SMS3 CCW Enterprise 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. Last Updated: 9 September 2013 Page 3 of 14 Provide Feedback on this Training Resource

2 SKUs on Invoice When invoicing, the 3 SKU types can be seen on the invoice depending on what SKU type is set in the preferences of the Distributor on the quote. 2.

4 2 SKUs on Invoice When invoicing, the 3 SKU types can be seen on the invoice depending on what SKU type is set in the preferences of the Distributor on the quote. 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 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 CSCC Quoting Screen Product Table Last Updated: 9 September 2013 Page 4 of 14 Provide Feedback on this Training Resource

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.

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

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. 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 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). Last Updated: 9 September 2013 Page 5 of 14 Provide Feedback on this Training Resource

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.

6 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. 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: Last Updated: 9 September 2013 Page 6 of 14 Provide Feedback on this Training Resource

SKU Fixed Unit Price Variable Quantity Net Price (Service Amount) CON-SNT-W6509EOS 10237.60 1 10237.60 Pros: There is a direct 1:1 association between the SKU and the Product ID.

7 SKU Fixed Unit Price Variable Quantity Net Price (Service Amount) CON-SNT-W6509EOS 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: Limited 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 an error will appear (see error table for SCDAT1013 for more information), edit the line and correct the duration to match the price list duration and re-validate. Last Updated: 9 September 2013 Page 7 of 14 Provide Feedback on this Training Resource

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

8 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: 9 September 2013 Page 8 of 14 Provide Feedback on this Training Resource

4 Setting Enterprise SKU Option for Invoicing Enterprise SKU for invoicing can be set in your preferences to always use Enterprise SKU Invoicing.

9 4 Setting Enterprise SKU Option for Invoicing Enterprise SKU for invoicing can be set in your preferences to always use Enterprise SKU Invoicing. This will override the SKU preference that the Disti on the quote has set. SKU Options can also be selected in both Quick and Standard Quoting workflows. 4.1 Setting Enterprise SKU Option for Invoicing in Preferences You can choose set your SKU preference to always show Enterprise in your invoice by checking the Always use Enterprise Dollar SKU for Quoting box within the General tab. Last Updated: 9 September 2013 Page 9 of 14 Provide Feedback on this Training Resource

Step 1: Check the Always use Enterprise Dollar SKU for Quoting to select Enterprise SKU option.

Step 2: Select Save Preferences to save your selection.

Enterprise SKU Invoicing for the sample invoice to show Enterprise SKU.

10 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 is set in Preferences of the Disti on the quote 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. Preferences Setting Enterprise SKU & Re-login Popup Window Note: The Distributor selected on the quote must be enabled for Enterprise SKU Invoicing for the sample invoice to show Enterprise SKU. Otherwise, if the Distributor on the quote is NOT enabled for Enterprise SKU Invoicing you will see the SKU option that is set in their preferences. 4.2 Setting Enterprise 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 or not use it by unchecking the box. Note: You will need to select a Disti from the dropdown and if you check the Enterprise SKU Invoicing box, only Distis that are enabled for Enterprise SKU Invoicing will appear in the dropdown. 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: 9 September 2013 Page 10 of 14 Provide Feedback on this Training Resource

11 Quoting Screen Enterprise SKU Invoicing Checkbox 4.3 Setting Enterprise SKU Option for Invoicing in Standard Quoting Within the Quote Summary Details screen under the Settings section you can select Enterprise SKU Invoicing if the Disti on the quote is 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 the preferences of the Disti on the quote. 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 both the 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 2-Tier Partner User Guide Quick Quoting. Last Updated: 9 September 2013 Page 11 of 14 Provide Feedback on this Training Resource

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 Last Updated: 9 September 2013 Page 12 of 14 Provide Feedback on this Training Resource

13 under the Line Items and Pricing screen in the 2-Tier Partner User Guide Standard Quoting. Step 1: Enter Enterprise Service SKU. Step 2: Enter Site ID and select Add Line. Add Line Popup Enterprise Service SKU Last Updated: 9 September 2013 Page 13 of 14 Provide Feedback on this Training Resource

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: 9 September 2013 Page 14 of 14 Provide Feedback on this Training Resource

Service Invoice & Quoting SKUs

Service Invoice & Quoting SKUs Distributor Job Aid Last Updated: 11 September 2013 Page 1 of 14 Provide Feedback on this Training TABLE OF CONTENTS Introduction... 3 1 SKU Types... 3 1.1 SKU Type Availability...