cisco ccw change order adoption training for partners and distributors
TRANSCRIPT
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2013 -2014 Cisco and/or its affiliates. All rights reserved.
Change Order Adoption September 2014
Session Objectives
Overview and Benefits
Change Order Function
Submitting the Change R
Recap
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Learn
When to use CCW CO
Changes on the Items Tab
Viewing the Discounts Tab
Changes on the Shipping and
Install Tab
Changes on the Billing Tab
Reviewing and Submitting your
Change Request
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Change Order Adoption September 2014
Benefits
Using the CCW Change Order (CO) functionality, you can request changes and cancellationconverted and standalone orders without contacting Customer-Partner Experience (CPE).
The CCW CO functionality is similar to the Change Order Tool that is used for requesting cha
Ordering Tool orders. This functionality in CCW facilitates the retirement of Ordering Tool in Submitted orders are available for you to view in CCW View Status (VS). For orders that are
change requests, a Change Order | Cancel Entire Order button will be enabled on the CCW screen.
You can self-service change requests and eliminate the need to contact CPE to make changeorders.
CCW CO functionality mirrors the process you are familiar with for creating and placing an ordimproves user experience consistency throughout the quote to order process.
Overview
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Change Order Adoption September 2014
Viewing the Discounts Tab
Change Order Function
When to use CCW CO
Changes on the Shipping and Install Tab
Changes on the Billing Tab
Reviewing and Submitting the Change Request
Changes on the Items Tab
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Change Order Adoption September 2014
Viewing the Discounts Tab
Change Order Function
When to use CCW CO
Changes on the Shipping and Install Tab
Changes on the Billing Tab
Reviewing and Submitting the Change Request
Changes on the Items Tab
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Change Order Adoption September 2014
For submitted orders that are eligible for changes, Change Order | Cancel Entire Order button wthe CCW View Status screen.
The change order button will be disabled if:
The user is not eligible to submit change requests
Order cancellation request or change request is in progress and not yet submitted
There is already a submitted change order that has placed the order on an order hold
Another user is making a change
The order is a trade-in order, a government order with DPAS rating, or a TAA order
The order has one of the following payment types: DOC, PREPAYMENT, CASH AGAINST DOCUMENTS, or CASH ON
All lines / Ship Sets on the order are closed
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Change Order Adoption September 2014
Point of No Return
There is a single PONR for each line.
Product lines are eligible for change until the line reaches Production in Progremanufacturing has started, no more changes are allowed to any attributes relate
Service lines with entitlement status Awaiting Fulfillment will be eligible for cha
service contract gets created, users will no longer be allowed to make any chan
eDelivery lines with status eDispatch Eligible can be changed. Beyond this pomodify or cancel any part of the line.
When to use CCW CO
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Change Order Adoption September 2014
Part 1: Initiate a Change/Cancellation Request
Access a submitted order from the Order portlet or the view orders screen.
Click the Change Order | Cancel Entire Order button.
A confirmation dialog box displays, showing the two options.
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Change Order Adoption September 2014
Part 2: Cancel Entire Order
Click Cancel Entire Orderfrom the Change/Cancel Order dialog box.
Select a cancellation reason from the dropdown: Duplicate PO, Customer Cancelled Order,
Click Submit Request.
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Change Order Adoption September 2014
Part 3: Initiate Change Order
Select Change Order from the Change/Cancel Order dialog box.
Click Okto proceed to CCW Change Order.
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Change Order Adoption September 2014
When to use CCW CO
Viewing the Discounts Tab
Change Order Function
Changes on the Shipping and Install Tab
Changes on the Billing Tab
Reviewing and Submitting the Change Request
Changes on the Items Tab
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Change Order Adoption September 2014
Click the pencil icon to change the Purchase Order number.
Type to modify and then click Update.
The new Purchase Order number gets updated.
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Change Order Adoption September 2014
Part 1: Modify existing lines
Change PO line reference.
Adjust the quantity.
Click Modify Configuration to Select Options and / or Services.
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A product line cannot be changgoes to Production in Progressservice line cannot be changedgoes to eligible or beyond.
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Change Order Adoption September 2014
Part 2: Cancel existing lines
To cancel a line, select the checkboxes of line(s) that need to be removed from the order anLines.
Or, click the trash can icon for the line that you would like to remove.
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A line cannot be cancelled if the cycle s tatus gProgress or beyond and a service line cannot cycle status goes to eligible or beyond.
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Change Order Adoption September 2014
Part 3: Add a new line
New lines can be added in three ways:
Enter an entire SKU to add it directly.
Use Find Products to search for and add products.
Import a saved configuration.
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Standard contractual discounts lines unless the order is associahas approved non-standard dis
Newly added lines can be removed using Remove from Order.
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Change Order Adoption September 2014
Part 4: Modify Service Contract Number
Navigate to the service line and click the System Generatedlink.
Enter the required service contract number in the Contract Number dialog box.
Click Continue. The service contract number is updated.
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The default System Generated service contract number can bechanged to the user-specified service contract number.
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Change Order Adoption September 2014
Part 5: Modify Service Start Date on a Products order
Navigate to the service line and click the Service Start Datelink.
Click the required start date from the drop-down list.
Click Save. The delay in service start gets updated in the Order.
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For shipped products, service start date is flexible andcan be modified.
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Change Order Adoption September 2014
Part 5: Change the Service Start Date on a Services Only Order
Click Change Service Subscriptionlink.
In Change Service/Subscription page, click Edit Se rvices.
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Change Order Adoption September 2014
Part 5: Change the Service Start Date on a Services Only Order (Contd.)
Click the calendar icon on the Edit Services page.
Select the required date from the calendar.
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Change Order Adoption September 2014
When to use CCW CO
Viewing the Discounts Tab
Change Order Function
Changes on the Shipping and Install Tab
Changes on the Billing Tab
Reviewing and Submitting the Change Request
Changes on the Items Tab
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Change Order Adoption September 2014
Discounts are populated based on the linked Deal ID or as per the standard contractual disccannot be modified.
For new or existing lines that are linked to an RNSD, it may be possible to modify the discou
If the discount is modified, the system will re-validate the pricing of the order.
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2013 -2014 Cisco and/or its affiliates. All rights reserved.
Change Order Adoption September 2014
When to use CCW CO
Viewing the Discounts Tab
Change Order Function
Changes on the Shipping and Install Tab
Changes on the Billing Tab
Reviewing and Submitting the Change Request
Changes on the Items Tab
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Change Order Adoption September 2014
Part 1: Modify header level fields
The following changes can be made to the Order Shipping Options:
Add, remove, or edit billing e-mail addresses.
Change Early Shipment Accepted selection.
Add, remove, or edit shipping notes.
Add, remove, or edit carton notes.
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The Ship All Items Separately fieldcannot be modified using CCW CO.
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These attributes can beorder status reaches LWareHouse.
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Change Order Adoption September 2014
Part 2: Place new lines in Shipping Groups
Click Create New Shipping Groupand name the new group.
From the default shipping group, expand the line item(s) and click Move Line.
Select the newly created group that the item(s) should be moved to from the drop down menbox.
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When a line status rProgress, it cannot shipping group.
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Change Order Adoption September 2014
Part 3: Modify existing Shipping Groups
All fields can be modified for a specific shipping group.
Lines cannot be moved between two shipping groups. For any changes to lines already assiggroups can be done by creating a new shipping group.
No changes are allowed forshipping groups that have passedthe PONR.
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Change Order Adoption September 2014
When to use CCW CO
Change Order Function
Changes on the Shipping and Install Tab
Changes on the Billing Tab
Reviewing and Submitting the Change Request
Changes on the Items Tab
Viewing the Discounts Tab
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Change Order Adoption September 2014
Part 1: Tax Information and Purchase Orders
The following changes can be made on the billing tab:
Change the taxability (system validations performed for this change will mirror those that takeinitial order creation).
Attach a purchase order.
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Changing information on the billing tab may ipricing, and service configuration on the orde
The information cannot be changed once theLogistics WareHouse.
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Change Order Adoption September 2014
Part 2: Credit Card Orders (US and Canada customers ONLY)
If the original order was paid for by a credit card, the credit card selected for payment can becurrently selected card will be highlighted with an orange checkmark.
Select the preferred credit card.
If the preferred credit card is not available, add the credit card information in your user CCW WProfile and Preferences.
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https://apps.cisco.com/qtc/prfl/userprofilehttps://apps.cisco.com/qtc/prfl/userprofilehttps://apps.cisco.com/qtc/prfl/userprofilehttps://apps.cisco.com/qtc/prfl/userprofile -
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Change Order Adoption September 2014
Part 3: Modify Reseller Bill-to ID (BID) and Contact
Click the pencil icon to edit the address and contact details, or the trash can icon to remove t
In the Address Search dialog box, select the radio button next to the desired address or conta
Select Use Selected Addressto update the reseller BID.
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Change Order Adoption September 2014
Once the order is submitted, you cannot change:
Billing Address
Billing Contact
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Ch O d F i
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Change Order Adoption September 2014
When to use CCW CO
Change Order Function
Changes on the Shipping and Install Tab
Changes on the Billing Tab
Reviewing and Submitting the Change Request
Changes on the Items Tab
Viewing the Discounts Tab
Submitting the Change Request
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Change Order Adoption September 2014
A blue icon indicates that a section is valid. A red icon will appear for sections that are invalid Guiding messaging will direct users to correct or complete required information.
Once any needed changes have been made, click Submit. The change request will be routed success message confirms that the request has been submitted.
The change order hold will be removed from the order once the change request is processed
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Discarding Changes
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Change Order Adoption September 2014
If at any point you do not want to proceed with the changes, click the Discard Changes icon. dialog box displays.
Click Submit Request.
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Topics Review
Why use Change Order function?
When to use Change Order function?
How to make changes on the Items Tab?
How to view the Discounts?
How to make changes on the Shipping and
Install Tab?
How to make changes on the Billing Tab?
How to review and submit the change request?
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Change Order Adoption September 2014
Clickherefor country-specific contact phone numbers for Customer Service Ce
To open a support case, click the Open a Case link at the top of any CCW page Partner Central: Access self-paced e-Learning modules, demos, presentations,
quick reference guides.
For FAQs and other support resources, visit the CCW page on Operations Excha
Partner Help Line: Access pre-sales product support resources.
Partners may also join community discussion forums or log a case for technical
arise when using CCW by going to www.cisco.com/cisco/web/support/index.ht
http://www.cisco.com/web/siteassets/contacts/international.htmlhttp://www.cisco.com/cisco/psn/web/redirectworkspace?action=add&portletId=cep.wsrp.portlet.customerservicecentral&target=workspace&catalogpage=falsehttp://www.cisco.com/web/partners/events/commerce_workspace.htmlhttp://forums.cisco.com/ecom/web/operations-exchange/ccwhttp://www.cisco.com/go/phhttp://www.cisco.com/cisco/web/support/index.htmlhttp://www.cisco.com/cisco/web/support/index.htmlhttp://www.cisco.com/go/phhttp://forums.cisco.com/ecom/web/operations-exchange/ccwhttp://www.cisco.com/web/partners/events/commerce_workspace.htmlhttp://www.cisco.com/cisco/psn/web/redirectworkspace?action=add&portletId=cep.wsrp.portlet.customerservicecentral&target=workspace&catalogpage=falsehttp://www.cisco.com/web/siteassets/contacts/international.html -
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Thank you.