Cisco CCW Change Order Adoption Training for Partners and Distributors

8/10/2019 Cisco CCW Change Order Adoption Training for Partners and Distributors

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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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2013-2014 Cisco and/or its affiliates. A ll rights reserved.

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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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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When to use CCW CO

Changes on the Shipping and Install Tab


Reviewing and Submitting the Change Request



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When to use CCW CO






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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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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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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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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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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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When to use CCW CO








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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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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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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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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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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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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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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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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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When to use CCW CO








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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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When to use CCW CO








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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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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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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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When to use CCW CO








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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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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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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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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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When to use CCW CO







Submitting the Change Request


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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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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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T i R i


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2013-2014 Cisco and/or its affiliates. A ll rights reserved.

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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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.

Cisco CCW Change Order Adoption Training for Partners and Distributors

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Transcript of Cisco CCW Change Order Adoption Training for Partners and Distributors