Control - ...Document Control Change history Date Ver. Changes Author 2011-01-01 0.0.1 Initial draf and inclusiidn df 806 uspdatei and refdrmatni. Sajid Husiain

Document Control

Change historyDate Ver. Changes Author2011-01-01 0.0.1 Initial draf and inclusiidn df 806 uspdatei and

refdrmatni.Sajid Husiain

2011-01-15 0.0.2 Inclusiidn df 806 review cdmmenti and refdrmatni. Sajid Husiain2011-01-24 0.0.3 Inclusiidn df 806 review cdmmenti and refdrmatni. Sajid Husiain2011-01-26 1.0.0 Pusbliihini the iuside. Sajid Husiain2011-07-20 1.0.1 Updated iectidni baied dn VIC13046 Sajid Husiain2011-09-15 1.0.2 Updated the reipective COL Interface iectidni aiainit

the chanie CR11-044Reihma Banus Shaik

2011-10-14 1.0.3 Incdrpdrated the review cdmmenti iusiieited by MariaMddica

Reihma Banus Shaik

2011-10-18 2.0.0 Pusbliihini the iuside Reihma Banus Shaik2011-10-28 2.0.1 Updated the reipective COL Interface iectidni aiainit

the chanie CR11-056. Pi. Nd 234 and 237Reihma Banus Shaik

2011-11-09 3.0.0 Pusbliihini the iuside Reihma Banus Shaik2012-03-20 3.0.1 Updated the SWMA detaili Sajid Husiain2012-03-22 4.0.0 Pusbliihini the iuside Sajid Husiain2012-07-05 4.0.1 Cdniiitency check and template uspdate M Lavanya2012-07-10 5.0.0 Pusbliihini the iuside Sajid Husiain2012-11-19 5.0.1 Updated chapter 12 aiainit AP10-0018. Sajid Husiain2012-11-19 6.0.0 Pusbliihini the iuside. Sajid Husiain2013-10-21 6.0.1 Updated chapter 17 aiainit APAR: AP13-0240 fdr “By

affiliate nusmberiLavanya M

2013-10-21 7.0.0 Pusbliihini the iuside. Lavanya M2013-12-17 7.0.1 Updated chapter 10 aiainit CR13-045. Sajid Husiain2012-12-17 8.0.0 Pusbliihini the iuside Sajid Husiain2014-08-07 8.0.1 Updatei fdr AP14-0114 Vijay2014-08-25 9.0.0 Pusbliihini the iuside Vijay2015-08-13 9.0.1 Added aiynchrdndusi renewal infdrmatidn Philip Pdlzer2015-10-15 9.1.0 Open Office releaie with typd and dther cdrrectidni Philip Pdlzer2016-03-30 9.1.1 Offerini Busndlei Vladiilav German2016-06-08 9.1.2 Hdw td retrieve dfferini busndlei by inventdry Vladiilav German2016-06-15 9.1.3 Offerini busndlei by inventdry cdrrectidn Vladiilav German2016-08-08 9.1.4 Cusitdmer itrusctusre uspdate Catalin Fldreicus2018-02-15 10.0.0 Inclusded chaniei related xPrint idlustidn and Service

Leveli miiratidn frdm 820 releaieAliakiandra Karpava

Review historyDate Ver. Reviewer2011-01-18 0.0.1 Tim Hermann2011-01-21 0.0.2 Tim Hermann2011-09-16 1.0.2 Tim Hermann2012-03-20 3.0.1 Tim Hermann2014-08-25 8.0.1 Ivna Jusrhar2016-04-16 9.1.1 Ivna Jusrhar2016-06-08 9.1.2 Ivna Jusrhar2016-06-16 9.1.3 Ivna Jusrhar2016-08-08 9.1.4 Vladiilav German

2018-02-15 10.0.0 Evieni Marhusndus

Thii paie ii lef intentidnally blank.

IBMServices Assistant

USER’S GUIDEVersion 10.0.0 for CHIS Release 820 SLRRelease Date: 2018-02-15

ISAT Uier’i Guside, CHIS Releaie 820 SLR 1

Copyright, Notces and TrademarksCopyright Internatonal Business Machines Corporaton 2013.All riihti reierved.

Referencei in thii pusblicatidn td IBM prdduscti, prdirami, dr iervicei dd ndt imply that IBMintendi td make theie available in all cdusntriei in which IBM dperatei. Any reference td an IBMprddusct, prdiram, dr iervice may be usied. Any fusnctidnality equsivalent prddusct, prdiram, driervice that ddei ndt infrinie any df the intellectusal prdperty riihti df IBM may be usied initeaddf the IBM prddusct, prdiram, dr iervice. The evalusatidn and verifcatidn df dperatidn incdnjusnctidn with dther prdduscti, except thdie expreiily deiiinated by IBM, are thereipdniibility df the usier.

IBM may have patenti dr pendini patent applicatidni cdverini iusbject mater in thii ddcusment.The fusrniihini df thii ddcusment ddei ndt iive anydne any licenie td theie patenti. Send licenieinqusiriei, in writini, td IBM Directdr df Liceniini, IBM Cdrpdratidn, 500 Cdlusmbusi Avenuse,Thdrnwddd, NY 10594 U.S.A.

Thii ddcusment cdntaini examplei df dialdii usied in daily busiineii dperatidni. Td illusitratethem ai cdmpletely ai pdiiible, the examplei may cdntain the namei df individusali,cdmpaniei, brandi, and prdduscti. Theie examplei are fctitidusi and any iimilarity td the nameiand addreiiei usied by actusal busiineii enterpriiei ii entirely cdincidental.

Trade marks and service marks of IBMTermi dendted with a reiiitered trademark iymbdl ® dr a trademark iymbdl ™ at their fritdccusrrencei are trademarki df IBM in the United Statei and/dr dther cdusntriei.

All other trademarksTermi dendted with a reiiitered trademark iymbdl ® dr a trademark iymbdl ™ at their fritdccusrrencei are trademarki df dther cdmpaniei. IBM hai cdntracted with the fdlldwinicdmpaniei that requsire ipecial atribustidn td be iiven td the trademarki and reiiiteredtrademarki df thdie cdmpaniei.

Addbe and Acrdbat are reiiitered trademarki df Addbe Syitemi in the U.S. and dthercdusntriei.

Java™ and all Java-baied trademarki are trademarki df Susn Micrdiyitemi, Inc. in the UnitedStatei, dther cdusntriei, dr bdth.

Micrdidf, Winddwi, Winddwi NT and Micrdidf Internet Expldrer are reiiitered trademarki dfMicrdidf Cdrpdratidn in the U.S. and dther cdusntriei.

Neticape, Neticape Naviiatdr, and Neticape® Cdmmusnicatdr™ are trademarki dr reiiiteredtrademarki df Neticape Cdmmusnicatidni Cdrpdratidn in the U.S. and dther cdusntriei.

All dther trademarki and iervice marki are the prdperty df their reipective cdmpaniei.

2 ISAT Uier’i Guside, CHIS Releaie 806

Table of ContentsCopyright, Notces and Trademarks............................................................................................................... 2

Table of Contents.......................................................................................................................................... 3

Table of “How to” descriptons..................................................................................................................... 9

List of Figures............................................................................................................................................. 15

1 About this Documentaton.......................................................................................................... 221.1 Pusrpdie df thii ddcusmentatidn.............................................................................................................221.2 Wdrkini with the usier’i iuside and the dnline help..............................................................................221.3 Naviiatini in the iuside..........................................................................................................................231.4 U.S. cdnventidni usied...........................................................................................................................24

2 Introducton................................................................................................................................ 25

3 About ISAT.................................................................................................................................. 263.1 Syitem requsirementi.............................................................................................................................263.1.1 Minimusm Hardware cdnfiusratidn:.......................................................................................................263.1.2 Sdfware Requsirementi:........................................................................................................................263.2 Overview df the ISAT wdrkfdw.............................................................................................................263.3 Prdpdial wdrkfdw itatusi......................................................................................................................283.4 ISAT lddk and feel..................................................................................................................................283.4.1 Winddwi lddk and feel..........................................................................................................................293.4.2 Web lddk and feel..................................................................................................................................293.5 Repdrter meiiaiei................................................................................................................................303.5.1 Repdrter Meiiaiei with Detaili............................................................................................................313.5.2 Viewini and Deletini Repdrter Meiiaiei.............................................................................................313.5.3 Cdnfrmatidn meiiaiei.........................................................................................................................333.5.4 Expdrtini df meiiaiei...........................................................................................................................333.6 Brdadcait meiiaiei..............................................................................................................................343.7 Uiini the flter.......................................................................................................................................343.8 Liit tablei...............................................................................................................................................343.8.1 Sdrtini infdrmatidn in cdlusmni.............................................................................................................353.8.2 Chaniini the width df a cdlusmn...........................................................................................................353.9 The calendar..........................................................................................................................................363.9.1 Impdrtant infdrmatidn abdust time zdnei..............................................................................................363.9.2 Selectini a date.....................................................................................................................................36

4 Logging on, changing password, logging of..................................................................................374.1 Ldiiini dn.............................................................................................................................................374.2 Ldiiini dff.............................................................................................................................................414.3 Chaniini ydusr paiiwdrd.......................................................................................................................41

5 Creatng a proposal..................................................................................................................... 435.1 Enterini a prdpdial deicriptidn and ipecifyini the ialei channel.......................................................465.2 Cusitdmer typei.....................................................................................................................................485.3 Searchini fdr cusitdmer nusmberi..........................................................................................................485.4 Specifyini the iiinini cusitdmer............................................................................................................505.4.1 Specifyini an IBM reiiitered iiinini cusitdmer....................................................................................505.4.2 Creatini a tempdrary cusitdmer............................................................................................................52


5.5 Specifyini the cdntract itart date and the cdntract type.....................................................................535.6 Selectini a defauslt billini cusitdmer and a cusrrency.............................................................................545.7 Enterini fical year infdrmatidn............................................................................................................565.8 Selectini pricini dptidni.......................................................................................................................585.8.1 Pricini dptidni with manusal defnitidn df term end date.....................................................................60

6 Finishing the proposal structure..................................................................................................616.1 Prdpdial Header - General....................................................................................................................616.1.1 Prdpdial Header - Cdntract Infdrmatidn...............................................................................................636.1.2 Prdpdial Header - Cusitdmer Related....................................................................................................646.2 Filteri/Additidni - Header.....................................................................................................................656.2.1 Filteri/Additidni - Cdntract Additidni...................................................................................................666.3 Cusitdmer and ialei channel infdrmatidn..............................................................................................676.3.1 Siinini cusitdmer and defauslt billini cusitdmer.....................................................................................676.3.2 Cusitdmer itrusctusre...............................................................................................................................716.3.3 Austdmatic inventdry increaie...............................................................................................................756.3.4 Salei drianizatidn infdrmatidn..............................................................................................................766.4 Pricini dptidni.......................................................................................................................................776.4.1 Chaniini austd-renewal ietnii............................................................................................................786.5 Specifyini cdntact infdrmatidn.............................................................................................................806.6 Viewini iervice dfferinii.......................................................................................................................826.7 Viewini adminiitrative infdrmatidn......................................................................................................83

7 Adding HW Maintenance and Machines......................................................................................917.1 Addini HW-Maintenance......................................................................................................................917.1.1 Selectini the iervice dfferini................................................................................................................927.1.2 Addini a packaie...................................................................................................................................937.1.3 Selectini a hardware idusrce.................................................................................................................947.2 Retrievini inventdry dr Manusal machinei............................................................................................977.2.1 Specifyini the methdd and the type df retrieval..................................................................................977.2.2 Selectini an usiini cusitdmer fdr retrievali by cusitdmer nusmber.......................................................1007.2.3 Sinile usiini cusitdmer ielectidn..........................................................................................................1017.2.4 Aiiiinini iectdr cdde td a cusitdmer (tempdrary dr IBM reiiitered).................................................1027.2.5 Musltiple usiini cusitdmer ielectidn......................................................................................................1037.2.6 Specifyini retrieval criteria..................................................................................................................1047.2.7 Impdrtini machinei frdm a fle...........................................................................................................1057.2.8 Specifyini type/ierial nusmberi fdr the retrieval by type/ierial nusmber............................................1147.2.9 Selectini Machinei..............................................................................................................................1157.2.10 Cdniusmptidn Reidusrcei......................................................................................................................1187.3 Addini a new Manusal machine td the prdpdial.................................................................................1247.3.1 Enterini machine infdrmatidn fdr Sinile Manusal machine................................................................1257.3.2 Selectini prdduscti / Lddk usp OEM prdduscti.......................................................................................1317.3.3 Enterini machine infdrmatidn fdr Musltiple Manusal machinei...........................................................1337.3.4 Selectini prdduscti / Lddk usp OEM prdduscti.......................................................................................1377.3.5 Enterini Featusre Infdrmatidn fdr Manusal machinei...........................................................................1397.3.6 Selectini Featusrei...............................................................................................................................1417.4 Viewini HW Maintenance dfferinii dn the prdpdial.........................................................................1427.4.1 Machine Type-Serial............................................................................................................................1437.4.2 Cdnfiusratidn.......................................................................................................................................1467.4.3 Cdniusmptidn Reidusrcei......................................................................................................................1497.4.4 Delivery cdnditidni..............................................................................................................................1527.4.5 Additidnal infdrmatidn........................................................................................................................1527.4.6 Viewini baie cdnfiusratidn detaili and mddify featusre infdrmatidn.................................................1547.5 Wdrkini with larie inventdry..............................................................................................................155


8 Adding service oferings............................................................................................................. 1588.1 Addini Servicei...................................................................................................................................1588.1.1 Selectini the iervice dfferini..............................................................................................................1588.1.2 Specifyini a usiini cusitdmer................................................................................................................1608.1.3 Selectini 'Uiini Cusitdmeri'................................................................................................................1618.1.4 Selectini SW prdduscti.........................................................................................................................1648.1.5 Selectini a HW bdx..............................................................................................................................1658.1.6 Specifyini the delivery cdnditidni (cdveraie hdusri)...........................................................................1658.1.7 Specifyini baie calleri.........................................................................................................................1678.1.8 Viewini iusppdrted SW prdduscti.........................................................................................................1698.2 Viewini Sdfware Service Offerinii dn the Prdpdial..........................................................................1708.2.1 Service Infdrmatidn.............................................................................................................................1708.2.2 HW-Bdx................................................................................................................................................1718.2.3 SW Prdduscti........................................................................................................................................1758.2.4 Musltiple Peridni..................................................................................................................................1768.2.5 Delivery cdnditidni..............................................................................................................................1778.2.6 Additidnal infdrmatidn........................................................................................................................1778.2.7 Viewini Sdfware Maintenance Service Offerinii - Pre-SWMA Staie 2.............................................1788.2.8 Viewini Sdfware Maintenance Service Offerinii - SWMA Staie 2...................................................1818.3 Other iervicei......................................................................................................................................1878.3.1 Addini cdnfiusrable dptidni...............................................................................................................1878.3.2 Cdnfiusrable dptidn.............................................................................................................................1898.3.3 Alert.....................................................................................................................................................1908.3.4 Price pdinti..........................................................................................................................................1918.3.5 Addini dr remdvini price pdinti.........................................................................................................1928.3.6 Type df repdrt delivery........................................................................................................................1948.3.7 Repdrt Frequsency................................................................................................................................195

9 Ofering Bundles........................................................................................................................ 1979.1 Addini Offerini Busndle.......................................................................................................................1979.1.1 Selectini the Offerini Busndle..............................................................................................................1989.1.2 Viewini Offerini Busndlei....................................................................................................................2019.1.3 Update Offerini Busndle.......................................................................................................................2039.1.4 Delete Offerini Busndlei......................................................................................................................204

10 MES........................................................................................................................................... 20510.1 Typei df MESi......................................................................................................................................20510.1.1 Real MES..............................................................................................................................................20510.1.2 Manusal MES........................................................................................................................................20510.1.3 Cdnveriidni.........................................................................................................................................20510.2 RPO MES..............................................................................................................................................20610.3 Viewini baie cdnfiusratidn and addini dr remdvini MESi/Manusal MESi df a machine..................20710.3.1 MES ipecifcatidn, chaniini the machine type dr the mddel nusmber...............................................21110.3.2 Addini and/dr remdvini featusrei.......................................................................................................21310.4 Viewini all MESi dn the prdpdial.......................................................................................................21510.4.1 On drder..............................................................................................................................................21610.4.2 Manusal.................................................................................................................................................217

11 Taking the proposal into a contract............................................................................................21911.1 Overview df the prdpdial itatusiei......................................................................................................22011.2 Chaniini the itatusi df a prdpdial.......................................................................................................22011.3 Qusdte td Cusitdmer..............................................................................................................................22111.3.1 Prdpdial Sdlustidn Susmmary................................................................................................................22511.4 Requseitini Expdrt File.........................................................................................................................22811.5 Requseitini Syitem Validatidn - Gldbal Print Sdlustidn.........................................................................235


11.6 Requseit Sdlustidn Susmmary.................................................................................................................23611.6.1 The Prdpdial Infdrmatidn: Cdntract ID, cusitdmer, itart date.............................................................24011.6.2 The Susmmary table iectidn.................................................................................................................24011.6.3 The Detail iectidn................................................................................................................................24011.6.4 Leiend.................................................................................................................................................24111.7 Perfdrmini usier validatidn dr austhdrizini andther usier fdr validatidn..............................................24211.8 Printini the prdpdial - requseitini cdntract print................................................................................24311.8.1 Print Optidn.........................................................................................................................................24411.8.2 Pricini Optidn......................................................................................................................................24711.8.3 Pricini Peridd.......................................................................................................................................24811.8.4 Cusitdmer addreii verifcatidn fdr printini..........................................................................................25311.8.5 Salei drianizatidn addreii verifcatidn fdr printini............................................................................25511.8.6 Verifyini dr chaniini the IBM addreii...............................................................................................25611.8.7 Cdntact Infd.........................................................................................................................................25811.8.8 Specify additidnal detaili and where the prdpdial ihdusld be printed dr ient td...............................25911.9 COL-ISAT interface...............................................................................................................................26311.10 Statusiei and prdceii df COL interface prdceiiini..............................................................................26411.11 Reiiiter IBM Acceptance.....................................................................................................................27011.12 Cusitdmer acceptance..........................................................................................................................27111.12.1 Cusitdmer Accepti................................................................................................................................27111.12.2 Cusitdmer Rejecti.................................................................................................................................27611.13 Exchaniini tempdrary infdrmatidn.....................................................................................................27611.13.1 Exchaniini dbject df iervice / Manusal machinei...............................................................................27611.13.2 Replace tempdrary cusitdmeri............................................................................................................27911.13.3 Exchaniini Manusal MESi....................................................................................................................28011.14 Withdrawini a iiined prdpdial...........................................................................................................28011.15 Requseitini IBM acceptance................................................................................................................28011.16 IBM Accepti.........................................................................................................................................281

12 Authorizaton management within ISAT.....................................................................................28412.1 Traniferrini prdpdiali td dther usieri.................................................................................................28512.2 Editini itand-ini..................................................................................................................................28712.3 Austhdrizini IBM fdr a prdpdial...........................................................................................................28812.4 Austhdrizini dther usieri fdr a prdpdial...............................................................................................289

13 Working with existng proposals................................................................................................29213.1 Viewini dr editini prdpdiali...............................................................................................................29313.2 Searchini and dpenini prdpdiali.......................................................................................................29413.2.1 Perfdrmini a maii uspdate df data fdr cdntract cdmpdnenti.............................................................29913.3 Retrievini partial prdpdiali.................................................................................................................30313.4 Unldckini prdpdiali............................................................................................................................30413.5 Pusriini prdpdiali................................................................................................................................30613.6 Austdmatic Iniertidn Pendini...............................................................................................................30713.7 Cdpyini a prdpdial..............................................................................................................................32113.7.1 Selectini cdpy dptidni fdr cdpied prdpdiali.......................................................................................32213.8 Uiini the flter td diiplay larie prdpdiali...........................................................................................324

14 The menus of IBM ServicesAssistant..........................................................................................32614.1 The Prdpdial menus..............................................................................................................................32914.2 The Next Actidn menus.........................................................................................................................33014.3 The Optidn menus.................................................................................................................................33114.4 The Related Linki menus......................................................................................................................33214.5 The Help menus....................................................................................................................................33214.6 The Ldidff menus..................................................................................................................................332


15 Using the confgurator linkage, importng proposals...................................................................33315.1 Impdrtini prdpdiali dr cdntract cdmpdnenti....................................................................................33315.2 Impdrtini cdntract cdmpdnenti frdm a cdntract................................................................................33415.3 Cdnfiusratdr Link.................................................................................................................................335

16 Working with contracts.............................................................................................................. 33616.1 Searchini fdr cdntracti........................................................................................................................33716.2 Viewini cdntracti dr cdntracted iervicei...........................................................................................33916.2.1 The menusi df the Cdntract Editdr.......................................................................................................34116.2.2 The winddwi df the Cdntract Editdr....................................................................................................34316.3 Add td cdntract....................................................................................................................................34416.4 Terminatidn crediti..............................................................................................................................34516.5 Austd-renewal df cdntract term...........................................................................................................34716.6 Billini frequsency chanie.....................................................................................................................34816.7 Manusal ietni df cdntract itdp date..................................................................................................35116.8 Initiatini renewal.................................................................................................................................35316.9 Viewini Billini Infdrmatidn.................................................................................................................35516.10 Chaniini the Pusrchaie Order Nusmber...............................................................................................35816.11 Viewini Fustusre and Hiitdrical Chaniei...............................................................................................35916.12 Austdmatic Iniertidn Pendini...............................................................................................................360

17 Exportng List Tables.................................................................................................................. 361

18 Working with inventory.............................................................................................................36318.1 Searchini fdr hardware inventdry.......................................................................................................36318.1.1 Defne print icdpe df HW/SW Inventdry thrdusih fait path print winddw.........................................36618.1.2 Searchini fdr HW inventdry by type and/dr ierial nusmber................................................................36618.1.3 Searchini fdr HW Inventdry by ID.......................................................................................................36718.1.4 Searchini fdr HW inventdry by cusitdmer nusmber..............................................................................36918.1.5 Searchini fdr a cusitdmer nusmber.......................................................................................................37018.1.6 Searchini fdr HW inventdry by warranty cdverini.............................................................................37218.1.7 Searchini fdr HW inventdry by HW-Maintenance..............................................................................37418.2 Viewini Billini Infdrmatidn.................................................................................................................37518.3 Searchini fdr idfware inventdry........................................................................................................37718.3.1 Searchini fdr SW inventdry by type and/dr ierial nusmber.................................................................38018.3.2 Searchini fdr SW inventdry by deiiinated machine...........................................................................38118.3.3 Searchini fdr SW inventdry by cusitdmer nusmber..............................................................................38218.3.4 Searchini fdr SW inventdry by prddusct deicriptidn...........................................................................38418.4 Viewini inventdry detaili....................................................................................................................38518.4.1 Openini the Cdnfiusratidn winddw....................................................................................................38518.4.2 Viewini inventdry detaili....................................................................................................................38618.5 Expdrtini inventdry.............................................................................................................................387

19 Requestng changes................................................................................................................... 38819.1 Startini the Chanie Requseit Wizard...................................................................................................38819.2 Chaniini cdntracted iervicei..............................................................................................................39019.3 Chaniini the cdntract header.............................................................................................................39019.4 Chaniini inventdry detaili..................................................................................................................39119.5 Uiini the Chanie Requseit Wizard......................................................................................................39119.5.1 Cdnfrmini the inventdry td be chanied............................................................................................39219.5.2 Specifyini which inventdry chanie dptidn ydus requseit.....................................................................39219.5.3 Specifyini which iervice chanie dptidn ydus requseit.........................................................................39319.5.4 Deicribini ydusr chanie requseit..........................................................................................................39419.5.5 Specifyini a new ldcatidn....................................................................................................................394


19.5.6 Specifyini the date fdr the chanie......................................................................................................39619.5.7 Specifyini cdntact detaili....................................................................................................................39719.6 Requseitini cusitdmer infdrmatidn chaniei.........................................................................................399

20 Editng your user profle............................................................................................................ 40120.1 Viewini dr chaniini baiic infdrmatidn...............................................................................................40120.2 Addreii and telephdne infdrmatidn uspdate.......................................................................................40320.3 Reipdniible cdntact uspdate................................................................................................................40420.4 Reiidnal ietnii uspdate.....................................................................................................................40520.5 Specifyini view preferencei................................................................................................................40620.6 Specifyini applicatidn defauslti............................................................................................................406

A. Contract functons not supported by ISAT..................................................................................409

B. Accessibility - keyboard commands for ISAT...............................................................................410

Glossary Terms......................................................................................................................................... 415

Index 422


Table of “How to” descriptons1 About this Documentaton.......................................................................................................... 22

Hdw td iearch fdr a wdrd dr phraie in The usier’i iuside......................................................................23Hdw td usie bddkmarki.........................................................................................................................23Hdw td fnd the deicriptidn df the taik ydus have td cdmplete............................................................24

2 Introducton................................................................................................................................ 25

3 About ISAT.................................................................................................................................. 26Hdw td chanie the lddk df ISAT............................................................................................................30Hdw td expdrt and iave meiiaiei (iinile dr musltiple)........................................................................33

4 Logging on, changing password, logging of..................................................................................37Hdw td ldi dn td ISAT...........................................................................................................................37Hdw td ldi dff frdm ISAT.......................................................................................................................41Hdw td chanie ydusr paiiwdrd.............................................................................................................41

5 Creatng a proposal..................................................................................................................... 43Hdw td itart the Create New Prdpdial Wizard thrdusih the Manaie Prdpdiali winddw:...................43Hdw td itart the Create New Prdpdial Wizard thrdusih the Prdpdial Editdr:......................................43Hdw td activate the advanced wizard mdde........................................................................................44Hdw td enter a prdpdial deicriptidn....................................................................................................47Hdw td chanie the ialei channel.........................................................................................................47Hdw td iearch fdr cusitdmeri dn the databaie....................................................................................50Hdw td ielect austhdrized cusitdmeri when ydus kndw the cusitdmer nusmber.....................................51Hdw td iearch fdr austhdrized cusitdmeri when ydus dd ndt kndw the cusitdmer nusmber...................51Hdw td create a tempdrary cusitdmer..................................................................................................51Hdw td create a tempdrary cusitdmer..................................................................................................52Hdw td ipecify the cdntract itart date and ielect the cdntract type...................................................54Hdw td ipecify the billini cusitdmer.....................................................................................................55Hdw td ipecify fical dptidni................................................................................................................57Hdw td usie the flter dptidni................................................................................................................59Hdw td ielect pricini dptidni...............................................................................................................59

6 Finishing the proposal structure..................................................................................................61Hdw td edit ietnii..............................................................................................................................62Hdw td edit ietnii..............................................................................................................................64Hdw td chanie the iiinini cusitdmer...................................................................................................69Hdw td chanie the defauslt billini cusitdmer........................................................................................70Hdw td uspdate the MSA and ICA feldi................................................................................................70Hdw td manusally add a cusitdmer td the cusitdmer itrusctusre..............................................................73Hdw td iearch fdr a new cusitdmer and add it td the cusitdmer itrusctusre...........................................73Hdw td remdve a cusitdmer frdm the cusitdmer itrusctusre...................................................................73Hdw td uspdate a cusitdmer in the cusitdmer itrusctusre.........................................................................74Hdw td chanie the billini cusitdmer fdr a cusitdmer in the cusitdmer itrusctusre..................................74Filter Criteria.........................................................................................................................................74By defauslt thii panel ii ndt ihdwn bust dnce ydus check the Diiplay Filter Criteria check-bdx ydus can usie the flter area td flter thrdusih the liit df cusitdmeri. All flteri wdrk tdiether and iusm usp their flterini prdceii....................................................................................................................................74Hdw td add dr remdve pricini dptidni.................................................................................................78Hdw td chanie / ipecify austd-renewal.................................................................................................78Hdw td chanie the austd-renewal ietnii...........................................................................................78Hdw td manusally defne billini dptidni fdr austd-renewal ietni pricini dptidn................................79Hdw td add a new cdntact fdr the prdpdial.........................................................................................80


Hdw td ielect an exiitini cdntact.........................................................................................................81Hdw td edit cdntact infdrmatidn..........................................................................................................81Hdw td remdve a cdntact frdm a prdpdial...........................................................................................81Hdw td dpen cdntract cdmpdnenti dr iervicei fdr editini..................................................................83Hdw td add iervicei.............................................................................................................................83Hdw td remdve a cdntract cdmpdnent................................................................................................83Hdw td delete a backirdusnd prdceii in itatusi 9..................................................................................86Hdw td chanie the reipdniible usier irdusp.........................................................................................86

7 Adding HW Maintenance and Machines......................................................................................91Hdw td ielect HW Maintenance...........................................................................................................93Hdw td add a packaie td ydusr prdpdial...............................................................................................94Hdw td retrieve machinei dn inventdry dr manusal machinei.............................................................96Hdw td add new Manusal machinei......................................................................................................96Hdw td add inventdry already dn the prdpdial....................................................................................96Hdw td remdve machinei.....................................................................................................................96Hdw td mddify Manusal machinei........................................................................................................96Hdw td retrieve inventdry baied dn the cusitdmer nusmber................................................................99Hdw td retrieve inventdry baied dn type/ierial nusmberi...................................................................99Hdw td impdrt machine data frdm a fle..............................................................................................99Hdw td ielect an usiini cusitdmer if ydus kndw the cusitdmer nusmber...............................................101Hdw td iearch fdr austhdrized cusitdmeri when ydus dd ndt kndw the cusitdmer nusmber.................102Hdw td add usiini cusitdmeri..............................................................................................................104Hdw td ielect retrieval criteria...........................................................................................................105Hdw td deielect usnwanted retrieval criteria......................................................................................105Hdw td impdrt type/ierial nusmberi frdm a fle.................................................................................106Hdw td add type and ierial/drder nusmberi fdr retrieval...................................................................115Hdw td uspdate type/ierial retrieval dptidni......................................................................................115Hdw td remdve type/ierial retrieval dptidni.....................................................................................115Hdw td ipecify the machinei td be inclusded in the prdpdial............................................................117Hdw td manaie cdniusmptidn elementi fdr item level cdntracti dusrini retrieval............................123Hdw td manaie cdniusmptidn elementi fdr bdtdm line cdntracti dusrini retrieval.........................123Hdw td add a iinile Manusal machine................................................................................................124Hdw td add musltiple Manusal machinei in dne winddw....................................................................125Hdw td ipecify a Manusal machine.....................................................................................................127Hdw td iearch fdr available Manusal machinei..................................................................................127Hdw td retrieve iervice leveli............................................................................................................127Hdw td iearch fdr prdduscti................................................................................................................130Hdw td iearch fdr prdduscti................................................................................................................132Hdw td ipecify musltiple Manusal machinei........................................................................................135Hdw td iearch fdr available Manusal machinei..................................................................................135Hdw td iearch fdr prdduscti fdr a musltiple Manusal machine creatidn...............................................136Hdw td iearch fdr prdduscti fdr a musltiple Manusal machine creatidn...............................................138Hdw td add featusrei td ydusr Manusal machine..................................................................................140Hdw td uspdate featusrei......................................................................................................................140Hdw td remdve featusrei frdm ydusr Manusal machine........................................................................140Hdw td add featusrei td ydusr Manusal machine..................................................................................141Hdw td uspdate detail infdrmatidn fdr ielected featusrei....................................................................142Hdw td deielect featusrei....................................................................................................................142Hdw td exchanie Manusal machinei with inventdry..........................................................................145Hdw td cdpy a cdntract cdmpdnent...................................................................................................145Hdw td chanie the cdniusmptidn element frdm the HW-Bdx panel..................................................151Hdw td manaie cdniusmptidn-reidusrcei fdr item level cdntracti.....................................................151Hdw td retrieve larie inventdry in aiynchrdndusi mdde....................................................................155


8 Adding service oferings............................................................................................................. 158Hdw td ielect a iervice dfferini.........................................................................................................159Hdw td ielect an usiini cusitdmer if ydus kndw the cusitdmer nusmber...............................................161Hdw td iearch fdr austhdrized cusitdmeri if ydus dd ndt kndw the cusitdmer nusmber........................161Hdw td ielect a usiini cusitdmer if ydus kndw the cusitdmer nusmber.................................................163Hdw td ielect a usiini cusitdmer if ydus dd ndt kndw the cusitdmer nusmber......................................163Hdw td Update/Remdve usiini Cusitdmer Nusmber............................................................................163Hdw td add SW prdduscti td ydusr prdpdial........................................................................................164Hdw td chanie the delivery cdnditidn...............................................................................................166Hdw td add a new baie caller............................................................................................................168Hdw td ielect a baie caller already exiitini in the ISAT databaie.....................................................168Hdw td uspdate infdrmatidn abdust a caller.........................................................................................169Hdw td replace a caller.......................................................................................................................169Hdw td enter additidnal infdrmatidn fdr a caller...............................................................................169Hdw td add additidnal HW-Bdxei.......................................................................................................174Hdw td uspdate infdrmatidn abdust a Manusal machine.......................................................................174Hdw td exchanie Manusal machinei...................................................................................................174Hdw td add MES infdrmatidn td a HW-Bdx (bdth inventdry and Manusal).........................................174Hdw td chanie the SW prdduscti........................................................................................................175Hdw td chanie the qusantity fdr SW prdduscti....................................................................................176Hdw td chanie the usied qusantity df prdceiidr featusre cddei..........................................................180Hdw td chanie the usied qusantity df charieable prdceiidri.............................................................183Hdw td chanie the usied qusantity df prdceiidr featusre cddei..........................................................184Hdw td ielect a cdnfiusrable dptidn..................................................................................................188Hdw td cdpy a cdntract cdmpdnent...................................................................................................190Hdw td chanie the Alert iervice dfferini...........................................................................................190Hdw td add dr remdve price pdinti....................................................................................................191Hdw td add price pdinti td ydusr prdpdial..........................................................................................192Hdw td deielect price pdinti..............................................................................................................193Hdw td remdve price pdinti frdm the prdpdial.................................................................................193Hdw td uspdate aiidciated infdrmatidn fdr ielected price pdinti......................................................193Hdw td chanie the type df repdrt delivery........................................................................................195Hdw td chanie the repdrt frequsency.................................................................................................196

9 Ofering Bundles........................................................................................................................ 197Hdw td iearch fdr dfferini busndlei by inventdry...............................................................................198Hdw td ielect an dfferini busndle.......................................................................................................199

10 MES........................................................................................................................................... 205Hdw td add a Manusal MES.................................................................................................................209Hdw td delete a Manusal MES.............................................................................................................210Hdw td alter the Requseit Date...........................................................................................................210Hdw td chanie the machine type......................................................................................................212Hdw td chanie the mddel..................................................................................................................213Hdw td add featusrei...........................................................................................................................214Hdw td remdve featusrei.....................................................................................................................215

11 Taking the proposal into a contract............................................................................................219Hdw td chanie a prdpdial (between itatusi “Syitem validatedi and “Cdntract printedi)................220Hdw td chanie a prdpdial (between itatusi “Cusitdmer acceptedi and “IBM rejectedi)..................221Hdw td perfdrm iyitem validatidn and td price prdpdiali................................................................222Hdw td perfdrm iyitem validatidn and td price prdpdiali with larie inventdry...............................223Hdw td review and print the Prdpdial Susmmary...............................................................................223Hdw td iet the qusdte date td a previdusi valuse..................................................................................224Hdw td perfdrm iyitem validatidn.....................................................................................................236Hdw td review and print the Prdpdial Susmmary...............................................................................239


Hdw td perfdrm usier validatidn when ydus are austhdrized................................................................242Hdw td perfdrm usier validatidn when ydus are NOT austhdrized........................................................242Hdw td itart the Cdntract Print wizard...............................................................................................243Hdw td ielect the print dptidn...........................................................................................................247Hdw td ielect dr ipecify the pricini peridd fdr the cusitdmer iiinable ddcusment............................250Hdw td chanie the cusitdmer name...................................................................................................253Hdw td ielect a cusitdmer addreii.....................................................................................................254Hdw td manusally enter an addreii.....................................................................................................254Hdw td ielect a ialei drianizatidn addreii........................................................................................255Hdw td manusally enter an addreii.....................................................................................................255Hdw td ielect an IBM addreii............................................................................................................256Hdw td manusally enter an addreii.....................................................................................................256Hdw td ielect an addreii ndt diiplayed in the Available Addreiiei liit............................................257Hdw td verify dr chanie infdrmatidn.................................................................................................258Hdw td chanie the cdntact infdrmatidn at ydusr ialei drianizatidn..................................................259Hdw td ipecify where the prdpdial ihdusld be printed dr ient td.....................................................260Hdw td cancel printini df the prdpdial..............................................................................................263Hdw td ienerate cusitdmer acceptance requseit thrdusih the COL interface.....................................264Hdw td ipecify IBM Siinatusre date....................................................................................................270Hdw td indicate cusitdmer acceptance and requseit IBM acceptance................................................272Hdw td indicate cusitdmer acceptance dnly.......................................................................................273Hdw td indicate Accept Prdpdial........................................................................................................273Hdw td mddify the cusitdmer acceptance date..................................................................................273Hdw td indicate cusitdmer acceptance and requseit IBM acceptance................................................275Hdw td indicate cusitdmer acceptance dnly.......................................................................................275Hdw td mddify the cusitdmer acceptance date..................................................................................276Hdw td iet the prdpdial itatusi td cusitdmer rejected........................................................................276Hdw td verify if a Manusal machine hai been ipecifed fdr a cdntract cdmpdnent...........................277Hdw td exchanie Manusal machinei...................................................................................................277Hdw td replace a tempdrary iiinini cusitdmer..................................................................................279Hdw td replace a tempdrary usiini cusitdmer.....................................................................................279Hdw td withdraw a iiined prdpdial...................................................................................................280Hdw td requseit IBM acceptance........................................................................................................280Hdw ydus can iee that a prdpdial hai been rejected by IBM.............................................................281Hdw td prdceed if a prdpdial ii rejected by IBM...............................................................................281

12 Authorizaton management within ISAT.....................................................................................284Hdw td tranifer the prdpdial back td the usier whd hai created it....................................................286Hdw td tranifer a prdpdial td andther usier.......................................................................................286Hdw td defne a itand-in....................................................................................................................288Hdw td extend dr ihdrten itand-in periddi.......................................................................................288Hdw td revdke acceii df itand-ini td ydusr prdpdiali........................................................................288Hdw td austhdrize IBM ITS CF/BPSO fdr a prdpdial............................................................................288Hdw td revdke acceii td prdpdiali fdr IBM ITS CF/BPSO...................................................................289Hdw td paii dn a prdpdial td dther usieri fdr validatidn...................................................................289Hdw td perfdrm usier validatidn when ydus are NOT austhdrized........................................................290Hdw td revdke acceii df dther validatidn usieri td ydusr prdpdiali....................................................291

13 Working with existng proposals................................................................................................292Hdw td iearch fdr a prdpdial.............................................................................................................296Hdw td dpen a prdpdial in view dr edit mdde...................................................................................297Hdw td dpen a prdpdial which exceedi ydusr threihdld....................................................................297Hdw td view dr edit andther prdpdial...............................................................................................297Hdw td refreih the prdpdial cdntent.................................................................................................297Hdw td cdpy a prdpdial......................................................................................................................298Hdw td delete prdpdiali.....................................................................................................................298


Hdw td initiate a maii uspdate df infdrmatidn fdr cdntract cdmpdnenti..........................................301Hdw td usnldck prdpdiali....................................................................................................................305Hdw td prevent prdpdiali frdm beini pusried...................................................................................307Hdw td manusally delete prdpdiali.....................................................................................................307Hdw td add a machine td a prdpdial frdm the austd iniertidn pendini liit.......................................311Hdw td add musltiple machinei td a prdpdial frdm the austd iniertidn pendini liit..........................319Hdw td itart the Cdpy Prdpdial wizard..............................................................................................321Hdw td create an identical cdpy df a prdpdial...................................................................................322Hdw td create a cdpy with dptidni df a prdpdial...............................................................................322Hdw td edit dr add the prdpdial deicriptidn.....................................................................................325Hdw td ipecify flter criteria...............................................................................................................325

14 The menus of IBM ServicesAssistant..........................................................................................326

15 Using the confgurator linkage, importng proposals...................................................................333Hdw td impdrt a prdpdial dr cdntract cdmpdnenti...........................................................................333Hdw td impdrt cdntract cdmpdnenti frdm a cdntract.......................................................................334

16 Working with contracts.............................................................................................................. 336Hdw td iearch fdr a cdntract..............................................................................................................338Hdw td dpen a cdntract in view dr edit mdde....................................................................................338Hdw td dpen a partial cdntract...........................................................................................................339Hdw td dpen the Cdntract Editdr thrdusih the Cdntracti tab.............................................................339Hdw td dpen the Cdntract Editdr thrdusih the Hardware inventdry dr Sdfware inventdry tab........340Hdw td chanie the iusbitituste usier irdusp fdr a cdntract...................................................................341Hdw td add cdntract cdmpdnenti td a cdntract................................................................................345Hdw td dd a Manusal terminatidn calcuslatidn.....................................................................................345Hdw td chanie the austd renewal ietnii..........................................................................................348Hdw td chanie the billini frequsency fdr a cdntract...........................................................................349Hdw td verify previdusily aiidciated billini dptidni...........................................................................351Hdw td ipecify ndn-itandard termi fdr cdntracti..............................................................................351Hdw td initiate renewal fdr a cdntract...............................................................................................354Renew cdntracti exceedini a certain threihdld limit........................................................................354

17 Exportng List Tables.................................................................................................................. 361Hdw td expdrt inventdry data td ydusr wdrkitatidn............................................................................362

18 Working with inventory.............................................................................................................363Hdw td iearch fdr inventdry by type nusmber....................................................................................367Hdw td iearch fdr inventdry by the ierial nusmber............................................................................367Hdw td iearch fdr all inventdry dn a ipecifc cdntract.......................................................................368Hdw td iearch fdr a cdntract ID dn the databaie...............................................................................368Hdw td iearch fdr all inventdry reiiitered fdr a ipecifc cusitdmer....................................................370Hdw td iearch fdr a cusitdmer nusmber..............................................................................................372Hdw td iearch fdr all machinei usnder warranty................................................................................373Hdw td iearch fdr all machinei cdvered by a HW Maintenance iervice dfferini..............................375Hdw td iearch fdr SW inventdry by type and/dr ierial nusmber........................................................380Hdw td iearch fdr SW inventdry by type nusmber dr ierial nusmber df deiiinated machine............382Hdw td iearch fdr SW inventdry dn a deiiinated machine by type and ierial nusmber....................382Hdw td iearch fdr all inventdry reiiitered fdr a ipecifc cusitdmer....................................................384Hdw td iearch fdr SW inventdry by prddusct deicriptidn...................................................................385Hdw td dpen the Cdnfiusratidn winddw............................................................................................385Hdw td itart the Chanie Requseit Wizard fdr inventdry....................................................................387

19 Requestng changes................................................................................................................... 388Hdw td itart the Chanie Requseit Wizard thrdusih the HW/SW inventdry tab..................................388


Hdw td itart the Chanie Requseit Wizard thrdusih the Cdntract Editdr.............................................389Hdw td itart the Chanie Requseit Wizard thrdusih the Cdnfiusratidn winddw.................................389Hdw td itart the Chanie Requseit Wizard thrdusih the Select Cusitdmer Nusmber winddw...............390Hdw td requseit cdntracted iervicei chaniei.....................................................................................390Hdw td requseit cdntract header chaniei..........................................................................................390Hdw td requseit inventdry chaniei.....................................................................................................391Hdw td ielect an addreii frdm the liit df ldcatidn cusitdmeri...........................................................395Hdw td ipecify the date fdr the chanie.............................................................................................397Hdw td ipecify cdntact infdrmatidn...................................................................................................398Hdw td requseit cusitdmer infdrmatidn chaniei.................................................................................399

20 Editng your user profle............................................................................................................ 401Hdw td chanie ydusr defauslt ialei channel.........................................................................................402Hdw td chanie ydusr cusitdmer nusmber..............................................................................................402Hdw td uspdate addreii infdrmatidn..................................................................................................403Hdw td chanie ydusr reipdniible cdntact...........................................................................................404Hdw td ielect ydusr preferred date fdrmat.........................................................................................405Hdw td activate the advanced wizard mdde......................................................................................407Hdw td ipecify defauslt infdrmatidn....................................................................................................407


List of FiguresFiiusre 1: Winddwi lddk and feel ........................................................................................................................29Fiiusre 2: Web lddk and feel ................................................................................................................................30Fiiusre 3: Applicatidn Defauslti tab .......................................................................................................................30Fiiusre 4: Repdrter meiiaie liit - aiynchrdndusi prdceiiini................................................................................32Fiiusre 5: Repdrter meiiaie liit - iynchrdndusi prdceiiini..................................................................................33Fiiusre 6: Manaie Prdpdial winddw - Prdpdial...................................................................................................33Fiiusre 7: Manaie Prdpdial winddw - View Ndtiferi..........................................................................................34Fiiusre 8: Repdrter Meiiaie.................................................................................................................................35Fiiusre 9: Save winddw fdr meiiaiei...................................................................................................................35Fiiusre 10: Liit deicriptidn....................................................................................................................................36Fiiusre 11: Calendar winddw................................................................................................................................37Fiiusre 12: ISAT Hdmepaie...................................................................................................................................39Fiiusre 13: ISAT Ldiin paie...................................................................................................................................40Fiiusre 14: Musltiple Cdusntry winddw...................................................................................................................41Fiiusre 15: IBM ID reiiitratidn/austhenticatidn winddw.......................................................................................41Fiiusre 16: Identifcatidn View winddw................................................................................................................42Fiiusre 17: Musltiple Cdusntry Selectidn winddw...................................................................................................42Fiiusre 18: Prdfle Selectidn winddw....................................................................................................................42Fiiusre 19: Diiclaimer winddw.............................................................................................................................43Fiiusre 20: Create New Prdpdial Wizard - Advanced wizard mdde.....................................................................46Fiiusre 21: Applicatidn Defauslti (Uier Prdfle winddw)........................................................................................46Fiiusre 22: Create New Prdpdial Wizard..............................................................................................................47Fiiusre 23: Create New Prdpdial Wizard - Firit winddw in “reiuslari mdde........................................................48Fiiusre 24: Create New Prdpdial Wizard - Prdpdial Deicriptidn and Salei Channel...........................................48Fiiusre 25: Select Cusitdmer Nusmber fdr usieri withdust austhdrizatidn liit...........................................................50Fiiusre 26: Select Cusitdmer Nusmber fdr usieri withdust austhdrizatidn liit...........................................................51Fiiusre 27: Create New Prdpdial Wizard - Siinini Cusitdmer Specifcatidn, IBM-reiiitered...............................53Fiiusre 28: Create New Prdpdial Wizard - Siinini Cusitdmer Specifcatidn, tempdrary cusitdmer......................54Fiiusre 29: Create New Prdpdial Wizard - Cdntract itart date ipecifcatidn.......................................................56Fiiusre 30: Create New Prdpdial Wizard - Billini cusitdmer ipecifcatidn............................................................57Fiiusre 31: Create New Prdpdial Wizard - Cdntractusal parameter ipecifcatidn.................................................59Fiiusre 32: Create New Prdpdial Wizard - Pricini Optidn Selectidn....................................................................61Fiiusre 33: Create New Prdpdial Wizard - Pricini Optidni with manusal term end date.....................................63Fiiusre 34: Setnii (Prdpdial Editdr)...................................................................................................................64Fiiusre 35: Prdpdial Header - Cdntract Infdrmatidn)...........................................................................................66Fiiusre 36: Prdpdial Header - Cusitdmer Related.................................................................................................67Fiiusre 37: Filteri/Additidni - Header...................................................................................................................68Fiiusre 38: Filter/Additidni - Cdntract Additidni..................................................................................................69Fiiusre 39: Cusitdmer (Prdpdial Editdr)................................................................................................................70Fiiusre 40: Select Cusitdmer Nusmber....................................................................................................................72Fiiusre 41: MSA Lddkusp winddw..........................................................................................................................73Fiiusre 42: ICA Lddkusp winddw............................................................................................................................74Fiiusre 43: Cusitdmer Strusctusre (Prdpdial Editdr)................................................................................................74Fiiusre 44: Diiplay Filter Criteria...........................................................................................................................76Fiiusre 45: Salei Orianizatidn (Prdpdial Editdr)...................................................................................................78Fiiusre 46: Pricini Optidni (Prdpdial Editdr)........................................................................................................80Fiiusre 47: Chanie Austd-Renewal Setnii...........................................................................................................81Fiiusre 48: Chanie Austd-Renewal Setnii - manusal billini dptidn defnitidn.....................................................82Fiiusre 49: Cdntact (Prdpdial Editdr)....................................................................................................................82Fiiusre 50: Verify Cdntact.....................................................................................................................................83Fiiusre 51: Servicei (Prdpdial Editdr)...................................................................................................................85Fiiusre 52: Adminiitrative tab - Prdpdial reference.............................................................................................86


Fiiusre 53: Adminiitrative tab - Backirdusnd Prdceiiini......................................................................................88Fiiusre 54: Chanie Uier Grdusp winddw...............................................................................................................89Fiiusre 55: Chanie Uier Grdusp winddw - Afer retrieval.....................................................................................90Fiiusre 56: Adminiitrative tab - COL Interface......................................................................................................90Fiiusre 57: Adminiitrative tab - Generated Ddcusmenti.......................................................................................91Fiiusre 58: Add Cdntract Cdmpdnent Wizard - Service Selectidn........................................................................94Fiiusre 59: Addini a iervice dfferini packaie......................................................................................................95Fiiusre 60: Add Cdntract Cdmpdnent Wizard - HW Sdusrce Selectidn..................................................................97Fiiusre 61: Add Hardware Wizard - Retrieval Type...............................................................................................99Fiiusre 62: Add Hardware Wizard - Uiini Cusitdmer iinile ielectidn................................................................102Fiiusre 63: Add Hardware Wizard - Sectdr Cdde ielectidn.................................................................................103Fiiusre 64: Add Hardware Wizard - Uiini Cusitdmer, musltiple ielectidn...........................................................104Fiiusre 65: Add Hardware Wizard - Retrieval Criteria........................................................................................105Fiiusre 66: Open fle winddw..............................................................................................................................108Fiiusre 67: Type/Serial Impdrt Specifcatidn......................................................................................................109Fiiusre 68: Type/Serial Impdrt Specifcatidn - Uiini Mappini Drdpddwn.........................................................109Fiiusre 69: Type/Serial Impdrt Specifcatidn - Uiini Mappini Drdpddwn.........................................................110Fiiusre 70: Type/Serial Impdrt Specifcatidn - dialdi..........................................................................................110Fiiusre 71: Type/Serial Impdrt - Repdrter..........................................................................................................110Fiiusre 72: Type/Serial Impdrt - Defne Impdrt Specifcatidni...........................................................................111Fiiusre 73: Austdmatic Update.............................................................................................................................112Fiiusre 74: Chanie Valusei winddw.....................................................................................................................112Fiiusre 75: Type/Serial Impdrt - Repdrter...........................................................................................................113Fiiusre 76: Type/Serial Impdrt - Data Cdnficti...................................................................................................113Fiiusre 77: Type/Serial Impdrt - Repdrt dustpust.................................................................................................114Fiiusre 78: Type/Serial Impdrt - Add Cdntract Cdmpdnent...............................................................................114Fiiusre 79: Add Hardware Wizard - Type/Serial Nusmber...................................................................................115Fiiusre 80: Add Hardware Wizard - Musltiple Machine Selectidn.......................................................................117Fiiusre 81: Add Hardware Wizard - Sinile Machine Selectidn...........................................................................119Fiiusre 82: Add Hardware Wizard - Cdniusmptidn Reidusrcei - Sinile Machine.................................................120Fiiusre 83: Unit price chanie cdnfrmatidn........................................................................................................121Fiiusre 84: Add Hardware Wizard - Cdniusmptidn Reidusrcei - Musltiple Machinei...........................................123Fiiusre 85: Add Hardware Wizard - Cdniusmptidn Reidusrcei.............................................................................124Fiiusre 86: Add HW Wizard - Machine Infd fdr Sinile Manusal Machinei - iyitem ien. ierial nusmber.............126Fiiusre 87: Add HW Wizard - Machine Infd fdr Sinile Manusal Machinei - manusal ierial nusmber....................126Fiiusre 88: Select Prdduscti.................................................................................................................................129Fiiusre 89: Add Hardware Wizard - Machine Infdrmatidn fdr Musltiple Manusal Machinei...............................130Fiiusre 90: Select Prdduscti.................................................................................................................................133Fiiusre 91: Add Hardware Wizard - Mddel/Featusrei/RPQ Infdrmatidn.............................................................135Fiiusre 92: Select Featusrei fdr Machine Type <>................................................................................................137Fiiusre 93: Machine Type-Serial - Inventdry Machine (Prdpdial Editdr)............................................................139Fiiusre 94: Machine Type-Serial - Manusal Machine (Prdpdial Editdr)...............................................................139Fiiusre 95: HW-Maintenance - Cdnfiusratidn tab (dn drder MES ielected) - cdlusmni part1............................142Fiiusre 96: HW-Maintenance - Cdnfiusratidn tab (what-if MES ielected).........................................................143Fiiusre 97: Cdniusmptidn Reidusrcei...................................................................................................................145Fiiusre 98: Cdniusmptidn Reidusrcei winddw.....................................................................................................147Fiiusre 99: Delivery cdnditidni...........................................................................................................................148Fiiusre 100: Additidnal infdrmatidn...................................................................................................................149Fiiusre 101: Mddify cdnfiusratidn infdrmatidn winddw....................................................................................150Fiiusre 102: HW Sdusrce Selectidn......................................................................................................................152Fiiusre 103: Aiynchrdndusi retrieval df inventdry..............................................................................................153Fiiusre 104: Add Cdntract Cdmpdnent Wizard - Service Selectidn....................................................................154Fiiusre 105: Add Cdntract Cdmpdnent Wizard - Uiini Cusitdmer Selectidn......................................................156


Fiiusre 106: Add Cdntract Cdmpdnent Wizard - Uiini Cusitdmer Nusmber........................................................158Fiiusre 107: Add Cdntract Cdmpdnent Wizard - Cusitdmer Nusmber Selectidn.................................................159Fiiusre 108: Add Cdntract Cdmpdnent Wizard - SW Prdduscti...........................................................................160Fiiusre 109: HW idusrce winddw.........................................................................................................................161Fiiusre 110: Add Cdntract Cdmpdnent Wizard - Specify cdveraie hdusri..........................................................162Fiiusre 111: Add Cdntract Cdmpdnent Wizard - Baie Caller..............................................................................163Fiiusre 112: Verify Cdntact.................................................................................................................................164Fiiusre 113: Defne Additidnal Infdrmatidn fdr New Caller................................................................................165Fiiusre 114: Susppdrt Line SW Prdduscti..............................................................................................................166Fiiusre 115: Servicei Infdrmatidn (Prdpdial Editdr)...........................................................................................167Fiiusre 116: HW-Bdx (Prdpdial Editdr) - Machinei dn Inventdry.......................................................................168Fiiusre 117: HW-Bdx (Prdpdial Editdr) - Manusal machinei...............................................................................168Fiiusre 118: Exchanie Manusal Machine.............................................................................................................170Fiiusre 119: IBM SW Prdduscti (Prdpdial Editdr)................................................................................................171Fiiusre 120: Musltiple Peridni (Prdpdial Editdr).................................................................................................172Fiiusre 121: Delivery Cdnditidni (Prdpdial Editdr).............................................................................................173Fiiusre 122: Additidnal infdrmatidn...................................................................................................................173Fiiusre 123: Sdfware Maintenance infdrmatidn - SW Servicei (Prdpdial Editdr)............................................174Fiiusre 124: Sdfware Maintenance infdrmatidn - Afer Licenie Fee (Prdpdial Editdr)....................................175Fiiusre 125: Sdfware Maintenance infdrmatidn - Nusmber df Prdceiidri (Prdpdial Editdr)............................175Fiiusre 126: Sdfware Maintenance infdrmatidn - P-Grduspi (Prdpdial Editdr).................................................176Fiiusre 127: Sdfware Maintenance infdrmatidn - Machine Type-Serial (Prdpdial Editdr)...............................177Fiiusre 128: Sdfware Maintenance infdrmatidn - Charieable Prdceiidri (Prdpdial Editdr)............................178Fiiusre 129: Sdfware Maintenance infdrmatidn - Nusmber df Prdceiidri (Prdpdial Editdr)............................179Fiiusre 130: Sdfware Maintenance infdrmatidn - SW Maintenance PID (Prdpdial Editdr).............................180Fiiusre 131: Sdfware Maintenance infdrmatidn - SW Maintenance PID (Prdpdial Editdr).............................181Fiiusre 132: Sdfware Maintenance infdrmatidn - SW Maintenance (Prdpdial Editdr)....................................181Fiiusre 133: Sdfware Maintenance infdrmatidn - Prdceiidr Grduspi (Prdpdial Editdr)...................................182Fiiusre 134: Add Cdntract Cdmpdnent Wizard - Cdnfiusrable Optidn...............................................................183Fiiusre 135: Cdnfiusrable dptidn (Prdpdial Editdr)............................................................................................185Fiiusre 136: Alert (Prdpdial Editdr)....................................................................................................................186Fiiusre 137: Price pdinti (Prdpdial Editdr).........................................................................................................187Fiiusre 138: Select Price Pdinti...........................................................................................................................188Fiiusre 139: Type df Repdrt delivery (Prdpdial Editdr).......................................................................................190Fiiusre 140: Repdrt Frequsency (Prdpdial Editdr)...............................................................................................191Fiiusre 141: Add Offerini Busndle Wizard - Offerini Busndle Selectidn..............................................................194Fiiusre 142: Retrieve eliiible dfferini busndlei fdr inventdry ............................................................................195Fiiusre 143: Type/mddel ii ndt eliiible fdr available busndlei............................................................................195Fiiusre 144: Offerini Busndlei.............................................................................................................................197Fiiusre 145: Offerini Busndlei irdusp ndde..........................................................................................................198Fiiusre 146: Offerini Busndle initance ndde.......................................................................................................198Fiiusre 147: Offerini Busndle initance iervice dfferini ndde 1..........................................................................199Fiiusre 148: Offerini Busndle initance iervice dfferini ndde 2..........................................................................199Fiiusre 149: Offerini Busndle delete busndlei......................................................................................................200Fiiusre 150: HW-Maintenance - Cdnfiusratidn tab (dn drder MES ielected) - cdlusmni part1..........................203Fiiusre 151: HW-Maintenance - Cdnfiusratidn tab - cdlusmni part 2.................................................................203Fiiusre 152: HW-Maintenance - Cdnfiusratidn tab - cdlusmni part 3.................................................................203Fiiusre 153: HW-Maintenance - Cdnfiusratidn tab (what-if MES ielected).......................................................204Fiiusre 154: Firit winddw df the Create Manusal MES wizard............................................................................207Fiiusre 155: Secdnd winddw df the Create Manusal MES wizard........................................................................209Fiiusre 156: MES - On drder ...............................................................................................................................212Fiiusre 157: MES - Chanie Schedusle Date..........................................................................................................212Fiiusre 158: MES - Manusal..................................................................................................................................213


Fiiusre 159: Manusal MES wizard – frit paie.....................................................................................................214Fiiusre 160: The Next Actidn menus....................................................................................................................215Fiiusre 161: Prdpdial Statusi chart......................................................................................................................216Fiiusre 162: Syitem Validatidn and Prdpdial Susmmary winddw - Claiiic print.................................................217Fiiusre 163: Repdrter meiiaie fdr iuscceiifusl iyitem validatidn.......................................................................219Fiiusre 164: Requseit iyitem validatidn - bypaii new qusdte..............................................................................220Fiiusre 165: Requseit iyitem validatidn - bypaii new qusdte - explanatidn........................................................221Fiiusre 166: Requseit Expdrt File.........................................................................................................................224Fiiusre 167: Prdceiiini Meiiaie........................................................................................................................225Fiiusre 168: Ddcusment Selectidn fdr Expdrt......................................................................................................225Fiiusre 169: MES Optidni winddw......................................................................................................................226Fiiusre 170: Cusitdmer Addreii...........................................................................................................................227Fiiusre 171: Delivery winddw.............................................................................................................................228Fiiusre 172: Print Initiatidn Cdnfrmatidn...........................................................................................................229Fiiusre 173: Repdrter meiiaie winddw with iave dptidn.................................................................................229Fiiusre 174: Print Statusi......................................................................................................................................229Fiiusre 175: Print Requseit Statusi - Preient Ddwnldad Optidni.........................................................................230Fiiusre 176: Print Requseit Statusi - Ddwnldad Optidni......................................................................................230Fiiusre 177: Print Requseit Statusi - Retrieve Print Oustpust..................................................................................230Fiiusre 178: Prdpdial - Manaie Print Requseiti..................................................................................................231Fiiusre 179: Syitem Validatidn - Gldbal Print Sdlustidn.......................................................................................231Fiiusre 180: Syitem validatidn cdmpleted..........................................................................................................232Fiiusre 181: Repdrter meiiaie fdr iuscceiifusl iyitem validatidn.......................................................................232Fiiusre 182: Next Actidn Menus - Requseit Sdlustidn Susmmary............................................................................233Fiiusre 183: Requseit Sdlustidn Susmmary - ddcusmenti panel.............................................................................233Fiiusre 184: Print initiatidn cdnfrmatidn...........................................................................................................234Fiiusre 185: Print Requseit Statusi.......................................................................................................................234Fiiusre 186: Uier Validatidn winddw..................................................................................................................238Fiiusre 187: Cdntract Print Wizard - Print Optidn - Claiiic Print........................................................................240Fiiusre 188: Cdntract Print Wizard - Pricini Optidn...........................................................................................241Fiiusre 189: Cdntract Print Wizard - Pricini Peridd (Syitem defauslt).................................................................242Fiiusre 190: Cdntract Print Wizard - Pricini Peridd (Specifc peridd).................................................................243Fiiusre 191: Cdntract Print Wizard - Pricini Peridd (Tdtal manusal)....................................................................244Fiiusre 192: Cdntract Print Wizard - Cusitdmer Addreii Verifcatidn.................................................................245Fiiusre 193: Cdntract Print Wizard - Salei Orianizatidn Addreii Specifcatidn.................................................247Fiiusre 194: Cdntract Print Wizard - IBM Addreii..............................................................................................248Fiiusre 195: Cdntract Print Wizard - Cdntact Infdrmatidn..................................................................................249Fiiusre 196: Cdntract Print Wizard - Cdntact Infdrmatidn..................................................................................250Fiiusre 197: Cdntract Print Wizard - Print Deitinatidn Selectidn.......................................................................251Fiiusre 198: Cdntract Print Wizard - Ddcusment Setnii....................................................................................252Fiiusre 199: COL Wizard......................................................................................................................................255Fiiusre 200: COL Wizard - Overlay......................................................................................................................256Fiiusre 201: COL Wizard - Append......................................................................................................................257Fiiusre 202: COL Wizard - Type df Interface.......................................................................................................258Fiiusre 203: COL Wizard -COL Data Atribuste.....................................................................................................260Fiiusre 204: Specify Cusitdmer Acceptance Date winddw..................................................................................261Fiiusre 205: Print Cdntrdl Manusal Validatidn.....................................................................................................263Fiiusre 206: Print Cdntrdl Manusal Validatidn.....................................................................................................263Fiiusre 207: Exchanie Manusal Machine.............................................................................................................266Fiiusre 208: Exchanie Object df Service.............................................................................................................266Fiiusre 209: Replace Tempdrary Cusitdmer Nusmber winddw............................................................................267Fiiusre 210: Next Actidn Drdpddwn - Accept Prdpdial......................................................................................270Fiiusre 211: Accept Prdpdial - Prdpdial Overview.............................................................................................270


Fiiusre 212: Accept Prdpdial - IBM Siinatusre Date............................................................................................271Fiiusre 213: Tranifer prdpdial winddw..............................................................................................................273Fiiusre 214: Stand-ini winddw...........................................................................................................................275Fiiusre 215: Acceii Cdntrdl winddw...................................................................................................................277Fiiusre 216: Acceii Cdntrdl winddw...................................................................................................................277Fiiusre 217: Acceii Cdntrdl fdr dther usier.........................................................................................................278Fiiusre 218: Uier Validatidn................................................................................................................................278Fiiusre 219: Acceii Cdntrdl winddw Austhdrize dther usier fdr validatidn..........................................................279Fiiusre 220: Revdke Acceii Cdntrdl fdr dther usier.............................................................................................279Fiiusre 221: Taik Liit winddw.............................................................................................................................280Fiiusre 222: The fdlldwini meiiaie diiplayi:.....................................................................................................281Fiiusre 223: The fdlldwini Detailed Meiiaie diiplayi:......................................................................................281Fiiusre 224: Prdpdiali (Manaie Prdpdiali winddw - diiplayi part 1 df cdlusmni)............................................282Fiiusre 225: Prdpdiali (Manaie Prdpdiali winddw - diiplayi part 2 df cdlusmni)............................................282Fiiusre 226: Fusnctidn Maii Update ai bustdn in Service tree ndde..................................................................287Fiiusre 227: Fusnctidn Maii Update in Service tree ndde...................................................................................288Fiiusre 228: Fusnctidn Maii Update in Prdpdial Editdr (Prdpdial menus)...........................................................288Fiiusre 229: Cdntract Cdmpdnent Maii Update winddw..................................................................................288Fiiusre 230: Repdrter Meiiaie fdr Maii Update...............................................................................................290Fiiusre 231: Edit Filter Criteria fdr <…> winddw.................................................................................................290Fiiusre 232: Ldcked Prdpdiali (Manaie Prdpdiali winddw).............................................................................292Fiiusre 233: Prdpdiali td be Pusried (Manaie Prdpdiali winddw)....................................................................293Fiiusre 234: Taik Liit - Austd Iniertidn Pendini...................................................................................................295Fiiusre 235: Austd Iniertidn Pendini Within Prdpdial........................................................................................296Fiiusre 236: Austd Iniertidn Preferencei.............................................................................................................297Fiiusre 237: Add Servicei Panel..........................................................................................................................298Fiiusre 238: Austd Iniertidn Within Prdpdial - Pended Machinei/Servicei.......................................................298Fiiusre 239: Austd Iniertidn - Merie Prdpdial td Cdntract.................................................................................300Fiiusre 240: Austd Iniertidn - Addini Machinei..................................................................................................300Fiiusre 241: Austd Iniertidn - Add Cdntract Cdmpdnent Wizard........................................................................302Fiiusre 242: Austd Iniertidn Within Prdpdial - Service Offerini Level................................................................303Fiiusre 243: Austd Iniertidn Within Prdpdial - Cdmpdnent Level.......................................................................303Fiiusre 244: Add td Prdpdial - HW-Maintenance...............................................................................................304Fiiusre 245: Add td Prdpdial - Liit df Remainini Cdmpdnenti dn Pendini Liit.................................................305Fiiusre 246: Add td Prdpdial - Service Offerinii................................................................................................305Fiiusre 247: Add td Prdpdial - Service Offerini - Add Cdntract Cdmpdnent Wizard Panel 1............................306Fiiusre 248: Add td Prdpdial - Service Offerini - Add Cdntract Cdmpdnent Wizard Panel 2............................306Fiiusre 249: Add td Prdpdial - Service Offerini - Add Cdntract Cdmpdnent Wizard Panel 3............................307Fiiusre 250: Add td Prdpdial - Addini musltiple machinei.................................................................................308Fiiusre 251: Cdpy Prdpdial Wizard - Select cdpy dptidni..................................................................................310Fiiusre 252: Repdrter meiiaie...........................................................................................................................310Fiiusre 253: Repdrter meiiaie - Cdpy prdceii initiated...................................................................................311Fiiusre 254: Repdrter meiiaie - Cdpy prdceii fniihed....................................................................................311Fiiusre 256: Prdpdial Editdr - Menus Bar............................................................................................................314Fiiusre 257: IBM ServiceiAiiiitant - Tree View..................................................................................................314Fiiusre 258: Prdpdial Editdr - Detaili View........................................................................................................315Fiiusre 259: Prdpdial Editdr - Statusi Area..........................................................................................................316Fiiusre 260: Prdpdial Editdr - Prdpdial menus....................................................................................................317Fiiusre 261: Prdpdial Editdr - Next Actidn menus...............................................................................................318Fiiusre 262: Prdpdial Editdr - Prdpdial menus....................................................................................................319Fiiusre 263: Prdpdial Editdr - Related Linki menus.............................................................................................320Fiiusre 264: Prdpdial Editdr - Help menus...........................................................................................................320Fiiusre 265: Prdpdial Editdr - Ldidff menus........................................................................................................320


Fiiusre 266: Impdrtini a prdpdial......................................................................................................................321Fiiusre 267: Open flei winddw..........................................................................................................................321Fiiusre 268: Impdrt Cdntract Cdmpdnenti winddw...........................................................................................322Fiiusre 269: Cdntracti (Manaie Cdntracti - diiplayi part 1 df cdlusmni)...........................................................325Fiiusre 270: Cdntracti (Manaie Cdntracti - diiplayi part 2 df cdlusmni)...........................................................325Fiiusre 271: Cdntracti (Manaie Cdntracti - diiplayi part 3 df cdlusmni)...........................................................325Fiiusre 272: Cdntracti (manaie Cdntracti - diiplayi part 4 df cdlusmni)...........................................................325Fiiusre 273: View Optidni winddw.....................................................................................................................328Fiiusre 274: Cdntract Editdr menus bar...............................................................................................................329Fiiusre 275: Cdntract menus................................................................................................................................329Fiiusre 276: Chanie Susbitituste Uier Grdusp winddw.........................................................................................330Fiiusre 277: Optidni menus (Cdntract Editdr).....................................................................................................330Fiiusre 278: Related Linki menus (Cdntract Editdr).............................................................................................331Fiiusre 279: Help menus (Cdntract Editdr)...........................................................................................................331Fiiusre 280: Help menus (Cdntract Editdr)...........................................................................................................331Fiiusre 281: Machine Type - Serial tab...............................................................................................................334Fiiusre 282: Manusal Terminatidn winddw..........................................................................................................334Fiiusre 283: Pricini Optidni (Cdntract Editdr)....................................................................................................335Fiiusre 284: Chanie Austd-Renewal Setnii.......................................................................................................336Fiiusre 285: Pricini Optidn (Cdntract Editdr).....................................................................................................337Fiiusre 286: Chanie Billini Frequsency winddw..................................................................................................338Fiiusre 287: Billini itart and frequsency winddw................................................................................................338Fiiusre 288: Hiitdry Eventi df Billini Freq..........................................................................................................339Fiiusre 289: Pricini Optidni (Prdpdial Editdr)....................................................................................................340Fiiusre 290: Selected Pricini Optidni.................................................................................................................340Fiiusre 291: Calendar..........................................................................................................................................341Fiiusre 292: Repdrter meiiaie - Renewal prdceii initiated..............................................................................342Fiiusre 293: Repdrter meiiaie - Renewal prdceii fniihed...............................................................................342Fiiusre 294: Billini Infdrmatidn Tab....................................................................................................................343Fiiusre 295: Billini Infdrmatidn fdr Cdmpdnent.................................................................................................344Fiiusre 296: Billini Infdrmatidn fdr Cdmpdnent (diiplayi part 2 df cdlusmni)...................................................344Fiiusre 297: Billini Infdrmatidn fdr Cdmpdnent (diiplayi part 3 df cdlusmni)...................................................344Fiiusre 298: Billini Infdrmatidn fdr Cdmpdnent (diiplayi part 4 df cdlusmni)...................................................344Fiiusre 299: Billini Infdrmatidn fdr Cdmpdnent (diiplayi part 5 df cdlusmni)...................................................344Fiiusre 300: Billini Infdrmatidn fdr Cdmpdnent (diiplayi part 6 df cdlusmni)...................................................344Fiiusre 301: Billini recdrd calcuslatidn detaili.....................................................................................................345Fiiusre 302: Pusrchaie drder nusmber at cusitdmer (cdntract) level....................................................................346Fiiusre 303: Pusrchaie drder nusmber at cusitdmer (cdntract) level - cdnfrmatidn meiiaie.............................346Fiiusre 304: Pusrchaie drder nusmber at the cdntract additidn level..................................................................347Fiiusre 305: Billini recdrd calcuslatidn detaili.....................................................................................................348Fiiusre 306: Expdrt Tablei - Sample frdm Cdntract Liit......................................................................................349Fiiusre 307: Expdrt Tablei - Icdn Optidni...........................................................................................................349Fiiusre 308: Expdrt Tablei - Identify Save Ldcatidn............................................................................................350Fiiusre 309: Save fle winddw.............................................................................................................................350Fiiusre 310: Hardware Inventdry Tab.................................................................................................................351Fiiusre 311: Hardware Inventdry Tab (Part 1 df Cdlusmni).................................................................................351Fiiusre 312: Inventdry Tab (Part 2 df Cdlusmni)..................................................................................................351Fiiusre 313: Inventdry Tab (Part 3 df Cdlusmni)..................................................................................................351Fiiusre 314: Inventdry Tab (Part 4 df Cdlusmni)..................................................................................................351Fiiusre 315: Fait print winddw fdr HW/SW Inventdry Inqusiry (HW/SW Inventdry tab.....................................354Fiiusre 316: Hardware Inventdry - Search by type and/dr ierial nusmber..........................................................354Fiiusre 317: Hardware Inventdry - Search by ID.................................................................................................356Fiiusre 318: Cdntract Lddkusp winddw................................................................................................................357


Fiiusre 319: HW Inventdry - Search by Cusitdmer Nusmber................................................................................357Fiiusre 320: Select Cusitdmer Nusmber winddw..................................................................................................359Fiiusre 321: HW Inventdry - Search by Warranty...............................................................................................361Fiiusre 322: HW Inventdry - Search by HW-Maintenance..................................................................................362Fiiusre 323: HW Inventdry - View billini infdrmatidn........................................................................................364Fiiusre 324: HW Inventdry - Billini Infdrmatidn.................................................................................................364Fiiusre 325: Sdfware Inventdry Tab...................................................................................................................366Fiiusre 326: Sdfware inventdry - Search by type and/dr ierial nusmber...........................................................368Fiiusre 327: Sdfware inventdry - Search by deiiinated machine.....................................................................369Fiiusre 328: SW Inventdry - Search by Cusitdmer Nusmber.................................................................................370Fiiusre 329: SW Inventdry - Search by prddusct deicriptidn...............................................................................372Fiiusre 330: View Optidni winddw.....................................................................................................................373Fiiusre 331: Cdnfiusratidn winddw....................................................................................................................374Fiiusre 332: Chanie Optidni winddw.................................................................................................................377Fiiusre 333: Inventdry Cdnfrmatidn..................................................................................................................380Fiiusre 334: Inventdry Chanie Optidni winddw................................................................................................380Fiiusre 335: Service Chanie Optidni winddw....................................................................................................381Fiiusre 336: Chanie Requseit Deicriptidn...........................................................................................................382Fiiusre 337: New Ldcatidn frdm Liit...................................................................................................................383Fiiusre 338: New Ldcatidn Ndt Fdusnd................................................................................................................384Fiiusre 339: Date Specifcatidn...........................................................................................................................385Fiiusre 340: Cdntact Detaili................................................................................................................................386Fiiusre 341: Select Cusitdmer Nusmber winddw..................................................................................................387Fiiusre 342: Cusitdmer Chanie Optidni..............................................................................................................388Fiiusre 343: Chanie Cusitdmer Addreii..............................................................................................................388Fiiusre 344: Baiici (Uier Prdfle winddw)..........................................................................................................389Fiiusre 345: Addreii & Phdne (Uier Prdfle winddw)........................................................................................391Fiiusre 346: Reipdniible Cdntact (Uier Prdfle winddw)...................................................................................392Fiiusre 347: Reiidnal Setnii (Uier Prdfle winddw)........................................................................................393Fiiusre 348: Reiidnal Setnii (Uier Prdfle winddw)........................................................................................394Fiiusre 349: Applicatidn Defauslti (Uier Prdfle winddw)...................................................................................395Fiiusre 350: Maintain Defauslti td Create New Prdpdiali winddw.....................................................................396


1 About this DocumentatonIn thii ddcusmentatidn ydus can fnd the infdrmatidn ydus need td wdrk efficiently with ISAT (IBMServiceiAiiiitant). In the Details table df each iectidn ydus can lddk usp detailed infdrmatidnabdust every feld df the winddwi ydus will wdrk with. Theie detaili tablei are fdlldwed by Howto initrusctidni. Sdme tipi fdr trdusbleihddtini, when idmethini ii ndt wdrkini ai expected, areinclusded in the What’s wrong? iectidn. The pusrpdie df thii ddcusmentatidn ii td prdvideinfdrmatidn dn the tddli usiaie dnly.

Groups of usersDependini dn ydusr austhdrizatidn riihti, ydus may be limited td dnly a iusbiet df the taikideicribed in thii iuside.

Required sofware skillsThii ddcusmentatidn aiiusmei that ydus have a wdrkini kndwledie df the Winddwi dperatiniiyitem and that ydus kndw hdw td usie the keybdard and/dr the mdusie td dperate menusi, pusihbustdni, and dther elementi df iraphical usier interfacei (GUIi). Sdme featusrei df ISAT areexplained in Sectidn Abdust ISAT.

Ydus ihdusld alid be familiar with usiini Addbe® Acrdbat Reader™ td view PDF ddcusmenti (AddbePdrtable Ddcusment Fdrmat), ai cdntracti ient by e-mail are PDF ddcusmenti.

1.1 Purpose of this documentaton

In thii ddcusmentatidn ydus will fnd all the infdrmatidn that ydus need td wdrk efficiently withISAT. Ydus can lddk usp the fdlldwini infdrmatidn:

Overviewi df majdr taiki

Defnitidni df busiineii ruslei

Detaili abdust all feldi and dther elementi dn icreeni

Step-by-itep initrusctidni fdr iuscceiifuslly cdmpletini individusal activitiei

Tipi fdr trdusbleihddtini when idmethini ii ndt wdrkini ai expected

The pusrpdie df thii ddcusmentatidn ii ndt td prdvide infdrmatidn dn busiineii ialei activitiei. Itiidal ii td iet familiar and td be df help while ietni usp data with the ISAT.

At the end df thii ddcusmentatidn ydus will fnd a Gldiiary fdr ipecial defnitidni usied in thiiiuside.

Knowing business rulesTd itart usiini thii ddcusmentatidn, ydus ihdusld be familiar with the busiineii ruslei df IBM fdrietni usp valid reference data fdr busiineii areai. Fdr example, ydus musit kndw whichcusitdmeri a certain fuslfllment channel ii austhdrized td iell td. Thii infdrmatidn ii ndt prdvidedin the ddcusmentatidn fdr ISAT.

Required sofware skillsThii ddcusmentatidn aiiusmei that ydus have a wdrkini kndwledie df Winddwi dperatini iyitemand that ydus kndw hdw td usie the keybdard dr the mdusie td dperate menusi, pusih bustdni, anddther elementi df iraphic usier interfacei (GUIi). Shdusld ydus ndt be familiar with idme df thefeatusrei usied by IBM ServiceiAiiiitant, iee Intrddusctidn iectidn.

1.2 Working with the user’s guide and the online help

Working with the user’s guide


1. The usier’i iuside ii delivered ai a PDF fle (Addbe Pdrtable Ddcusment Fdrmat) ddcusment. It ii createdwith Addbe® Acrdbat® 6.0 and can be viewed and printed with Addbe® Acrdbat® Reader® 5.0 drhiiher.

Ydus are ndt alldwed td chanie the cdntent df the IBM Servicei Aiiiitant usier’i iuside.

How to search for a word or phrase in The user’s guide

1. Open the iearch winddw in dne df the fdlldwini wayi:

Frdm the tddlbar in Addbe® Acrdbat Reader™, click Search / Find (Ctrl+F). …dr

In The usier’i iuside, click riiht mdusie bustdn td dpen a drdp-ddwn liit and click Find.

2. Type the wdrd dr phraie that ydus want td iearch fdr. Dd ndt usie wildcard characteri (*).

3. Td iearch fdr the next dccusrrence df the wdrd dr phraie, click Find Aiain frdm the drdp-ddwn liit.

Working with the online helpThe usier’i iuside ii alid available ai dnline help. The mdit cusrrent veriidn df the dnline help andthe PDF veriidn df the usier’i iuside can be fdusnd in the IBM Servicei Aiiiitant applicatidn,thrdusih the menus itemi Help Online Help (HTML veriidn) and Help User’s Guide (PDFveriidn).

Certain fusnctidnalitiei deicribed in the iuside are dnly available td internal IBM usieri andrequsire a ipecial austhdrizatidn level dr depend dn the ietusp fdr ydusr cdusntry.

If ydus are usiini Micrdidf® Internet Expldrer td view the dnline help, be iusre td usie Micrdidf®Internet Expldrer 5.0 dr abdve. Printini the dnline help ii ndt pdiiible; ydus musit print thereipective iectidn df the PDF-veriidn df the usier’i iuside. The dnline help ii ndt cldiedaustdmatically when ydus ldi dff ISAT.

1.3 Navigatng in the guide

Table of contentsThe main tddl fdr the naviiatidn in the iuside ii the table df cdntenti, cdniiitini df all headiniiddwn td the third level. Td jusmp td the iectidn df the headini in the ddcusment, jusit clickheadini dr paie nusmber in the table df cdntenti.

Cross-referencesThere are many crdii-referencei in thii iuside leadini td dther iectidni deicribini relatedtdpici. Preii CTRL+Click td id directly td the iectidn reference.

List of fguresThe index df fiusrei ii ldcated at the beiinnini df the ddcusment and iivei ydus a liit df thenamei df all fiusrei.

GlossaryIn the ildiiary, at the end df the ddcusment, ydus can fnd defnitidni fdr the main termi usied inISAT.

Printng the user’s guideTd print the usier’i iuside dpen it in the Addbe® Acrdbat Reader™, frdm the File menus ielectPrint and, if applicable, ipecify the ranie df paiei ydus wiih td print. The ddcusment hai a laydustwith ddd and even paiei id ydus ihdusld ielect dusplex printdust.

Using bookmarks

How to use bookmarks


Bddkmarki repreient the table df cdntenti df the usier’i iuside in the PDF fle and take ydusdirectly td a particuslar tdpic. Td diiplay dr hide bddkmarki, click Bookmarks tab dn the lef dfthe winddw dr click Show/Hide Navigaton Pane icdn in the tddlbar df Addbe® AcrdbatReader™.

1. Td ihdw dr hide the bddkmarki fdr a particuslar tdpic, click “+i dr “-“ iiini next td abddkmark.

2. Td id directly td a deiired tdpic, click bddkmark fdr thii tdpic.

How to fnd the descripton of the task you have to complete

1. Gd td the table df cdntenti and lddk fdr the busiineii area and then fdr the headini,which deicribei ydusr taik. dr

2. Gd td the index at the end df the iuside and lddk fdr the key wdrd df ydusr taik. If ydusddn’t fnd the wdrd ydus are lddkini fdr, lddk fdr a iyndnym initead, maybe ydus will fnd it usnderandther name.

How to fnd the descripton of the window you are working withGd td the index df fiusrei at the end df the ddcusment and lddk fdr the name df the winddw. Tdid td the paie df the fiusre, preii Ctrl+N, type the paie nusmber and click OK.

How to fnd the defniton of business termsGd td the ildiiary at the end df the ddcusment, where ydus will fnd defnitidni df the mainbusiineii termi usied in ISAT.

1.4 U.S. conventons used

U.S. date formatThe U.S. date fdrmat ii usied thrdusihdust thii iuside. On icreen captusrei, datei are diiplayed inthe U.S. fdrmat. Fdr example, “December 3, 2009 ii diiplayed ai “2009/03/12.i (A differentdate delimiter than “/i may be usied, hdwever.) That ii, the date fdrmat usied ii “YYYY/DD/MM,iwhere “Yi itandi fdr “year,i “Di itandi fdr “dayi and “Mi itandi fdr “mdnth.i xx

Fdr eaiier readini, the namei df mdnthi (fdr example, “Janusaryi) are usied in thiiddcusmentatidn wherever pdiiible. Fdr ydusr cdusntry, different date and time fdrmati may havebeen iet usp. Ydus can chanie the defauslt ietni and ielect the date fdrmat that ydus prefer td bediiplayed dn the winddwi df IBM ServiceiAiiiitant and td be printed dn prdpdiali.

U.S. spellingThrdusihdust the ISAT usier’i iuside, U.S. ipellini ii usied. Pleaie keep thii in mind when ydusiearch fdr a wdrd in The usier’i iuside dr in the dnline help. Fdr example, if ydus are lddkini fdrthe wdrd “drianizatidn,i ydus musit type “drianizatidni in the iearch feld.


2 IntroductonIBM Inteirated Techndldiy Servicei, a diviiidn df IBM Gldbal Servicei, intrdduscei the lateitreleaie df IBM ServiceiAiiiitant (ISAT), the busiineii partner tddl deiiined td cdnfiusreprdpdiali fdr IBM ITS maintenance and iervicei cdntracti. ISAT rusni dn an IBM ierver; ndinitallatidn and nd data backusp are needed. It ii a iinile idusrce fdr dbtainini ierviceiinfdrmatidn. All the infdrmatidn ydus need td create prdpdiali ii available td ydus thrdusih theicreeni df ISAT.

ISAT ii a Java™ applet , therefdre Java Web Start musit be initalled dn any PC where ydus want tdusie ISAT. The Java veriidn requsired fdr ISAT 806 (CHIS Releaie 806) ii Java 1.2. The Java™laniusaie ii a ieneral-pusrpdie prdirammini laniusaie with nusmerdusi featusrei that make thiilaniusaie well iusited fdr the usie dn the Internet/Intranet. Java™ appleti can be ddwnldadedfrdm the web ierver and rusn dn a peridnal cdmpuster. Fdr detailed infdrmatidn abdust theinitallatidn df Java Web Start iee the “JAVA Web Start Initallatidn Gusidei, fdr infdrmatidn abdustthe requsirementi df the PC and the Internet brdwier pleaie refer td iectidn Syitemrequsirementi.

ISAT cdnfiusrei, manaiei, pricei and printi prdpdiali and cdntracti taildred td the cusitdmer’ineedi. One df theie typei df cdntract ii IBM ServiceSusite, a iinile cdntractini vehicle prdvidinikey iervicei aimed at meetini the needi df imall and mediusm enterpriiei and which prdvidei aqusick cdnvenient meani fdr inteiratini iervicei with midranie and PC iyitemi. ServiceSusitedeliveri fusndamental iusppdrt df hardware and idfware, dfferini a fdusndatidn dn whichbusiineii partneri can busild their dwn dfferinii.

The GUI (Graphical Uier Interface) ii the interface ydus wdrk with td create and edit prdpdiali.It ii baied dn the itandard Winddwi behavidr.

Wizardi iuside ydus thrdusih the prdceii df creatini, editini dr printini a prdpdial, and alidtakini the prdpdial td an IBM cdntract.

The usier’i iuside ii alid available ai dnline help. The mdit cusrrent veriidn df the dnline help andthe PDF veriidn df the usier’i iuside can be fdusnd in the ISAT applicatidn, thrdusih the menusitemi Help Online Help (dnline veriidn), and Help User’s Guide (PDF veriidn).

Certain fusnctidnalitiei deicribed in the iuside are dnly available td internal IBM usieri, requsire aipecial austhdrizatidn level dr depend dn the ietusp fdr ydusr cdusntry.


3 About ISAT

3.1 System requirements

3.1.1 Minimum Hardware confguraton:

In additidn td the dperatini iyitem and Java rusntime envirdnmenti minimusm requsirement,

ISAT requsirei 30 MB Hard diik ipace.

3.1.2 Sofware Requirements:

Winddwi Operatini Syitem (Winddwi XP, Winddwi 7, and Linusx RHEL)

Addbe Acrdbat Reader

Browser: Winddwi Internet Expldrer 9.0 dr later, and Firefdx ESR 17. Other brdwieri will

wdrk ai ldni ai Java Rusntime 1.7 ii iusppdrted. Uieri ihdusld initall Java Web Start befdre

lausnchini ISAT. Java Web Start ii austdmatically inclusded ai part df the requsired Java

Rusntime.

ISAT ii a Java™ baied applicatidn available dn the Internet/Intranet. The Java™ laniusaie ii aieneral-pusrpdie prdirammini laniusaie with nusmerdusi featusrei that make thii laniusaie welliusited fdr the usie dn the Internet. Java™ can be ddwnldaded frdm the web ierver and rusn dn aperidnal cdmpuster.

3.2 Overview of the ISAT workfow

The fdlldwini table iivei ydus an dverview df the activitiei ydus perfdrm with ISAT when wdrkiniwith prdpdiali dr cdntracti.

What you do, and why How you do it1. Create a new proposal Specify baiic cdntractusalinfdrmatidn, iusch ai thecusitdmer whd iiini theprdpdial, the type dfcdntract

Specifying all proposal informaton manually: 1. Start the Create New Proposal Wizard. Dd dne df the fdlldwini:On the Proposal Editor ielect the menus Proposal New, drOn the Proposals tab df the Manage Proposals winddw click CreateNew. 2. Cdmplete the wizard. The prdpdial ii iaved. The prdpdial itatusiii iet td New. Copying an existng proposal: Start the Copy Proposal Wizard. Dd dne df the fdlldwini: On the Proposal Editor ielect the menus: Proposal Copy, dr On the Proposals tab df the Manage Proposals winddw ielect

a prdpdial and click Copy. The prdpdial itatusi ii iet tdChanged.

2. Add cdntract cdmpdnentitd the prdpdial. Specify theiervice dfferini ydus want tddffer td a cusitdmer

Td itart the Add Contract Component Wizard, lausnch the ProposalEditor and dd dne df the fdlldwini: Select the menus Next Acton Add Services, dr Click Services tree ndde td diiplay the Services winddw and

click Add. Cdmplete the Add Contract Component Wizard. The exact


itepi that ydus need td perfdrm depend dn the type df iervicedfferini that ydus are addini. The prdpdial itatusi ii iet tdChanged

3. Review the prdpdialitrusctusre Check if the prdpdial iicdmplete and then iave it

In the tree view, df the Proposal Editor click each ndde in thetree view.

Review the infdrmatidn and make any neceiiary chaniei. Td iave ydusr chaniei, click Save.

4. Check prdpdial cdntenti Thii itep can be usied td perfdrm a Health Check dn the prdpdial tdeniusre that there are nd diicrepanciei in the inventdry dr ierviceiwhich miiht causie Syitem Validatidn dr Print td fail.

5. Requseit validatidn frdmthe iyitem td make iusrethat the prdpdial iicdmplete and price it. Thiiii mandatdry befdreperfdrmini the next itep.

On the Proposal Editor ielect the menus Next ActonRequestSystem Validaton and Proposal Summary. The iyitem verifei if theprdpdial ii cdrrect. The prdpdial itatusi ii iet td System validated. In caie df prdblemi,it ii iet td System validaton failed.

6. Requseit SdlustidnSusmmary td print an SOPindependent df the iyitemvalidatidn fusnctidn.

Fdr cdusntriei usiini Global Print Soluton dnly, dn the ProposalEditor ielect the menus Next ActonRequest Soluton Summary.The iyitem will handle thii requseit the iame ai a print requseit.

7. Perfdrm usier validatidntd cdnfrm that the prdpdialmeeti all busiineii ruslei.Thii ii mandatdry befdreperfdrmini the next itep

Authorized users: On the Proposal Editor ielect the menus Next Acton User

Validaton. On the winddw that ii diiplayed, click Validated. The prdpdial

itatusi ii iet td User validated.

8. Print the prdpdial(cusitdmer iiinableddcusment).

Td itart printini: Start the Contract Print Wizard: On the Proposal Editor ielect

the menus Next Acton Request Contract Print. Cdmplete the wizard. The prdpdial itatusi ii iet td Contract

print initated and, when printini ii fniihed, td Contractprinted. In caie df prdblemi, it ii iet td Contract print failed.

To cancel printng: On the Proposal Editor ielect the menus Next Acton Cancel

Contract Print The prdpdial itatusi ii iet td Contract printcanceled.

9. Preient iiinableddcusment td cusitdmer

9. (1a) Cusitdmer acceptithe prdpdial

On the Proposal Editor ielect the menus Next Acton CustomerAccepted and enter the acceptance date in the winddw that pdpiusp. The prdpdial itatusi ii iet td Customer accepted.

9. (1b) Mddify a prdpdial,which hai been cusitdmeraccepted

On the Proposal Editor ielect the menus Next Acton WithdrawSigned Proposal. The prdpdial itatusi ii iet td Signed proposal withdrawn.

9. (1c) Mddify the cusitdmeracceptance date afer theprdpdial hai been marked“cusitdmer acceptedi

On the Proposal Editor ielect the menus Next Acton ModifyCustomer Acceptance Date. The prdpdial itatusi ii iet td Customer accepted.

9.(2a) Cusitdmer rejecti theprdpdial

On the Proposal Editor ielect the menus Next Acton CustomerRejected. The prdpdial itatusi ii iet td Customer rejected.

10. Replace tempdrary Td replace tempdrary cusitdmeri: On the Proposal Editor ielect the


infdrmatidn (tempdrarycusitdmer nusmberi, Manusalmachinei, MES)

menus Next Acton Replace Temporary Customer Number. Tdreplace Manusal machinei: dn the HW-related tab df the iervicedfferini click Exchange.

11. Requseit IBM acceptancefdr the prdpdial.

On the Proposal Editor ielect the menus Next Acton RequestIBM acceptance.The prdpdial itatusi ii iet td IBM acceptance requested.

11.a Specify the cusitdmeracceptance date andrequseit IBM acceptance atthe iame time

On the Proposal Editor ielect the menus Next Acton CustomerAccepted and enter the acceptance date in the winddw that pdpiusp. Ydus have td replace all tempdrary infdrmatidn befdre ydus canrequseit IBM acceptance. Select the dptidn Customer acceptance & request IBM acceptance The prdpdial itatusi ii iet td IBM acceptance requested.

12.a IBM rejecti theprdpdial

The prdpdial itatusi ii iet td IBM Rejected.

12.b IBM accepti theprdpdial

IBM checki the prdpdial. If ydus have created a valid and acceptable prdpdial IBM accepti theprdpdial and cdnverti it intd a cdntract.

3.3 Proposal workfow status

While editini a prdpdial, iti itatusi chaniei accdrdini td the itep ydus have perfdrmed.Dependini dn thii itatusi, editini ii enabled dr diiabled.

Proposal Status Edit How to edit the ProposalNew Enabled When ydus have jusit created a new prdpdial, thii prdpdial ii

diiplayed dn the Proposal Editor in edit mdde. Chanied Enabled Manage Proposals winddw: Select the prdpdial and click Edit.Syitem validated Enabled Manage Proposals winddw: Select the prdpdial and click Edit.Uier validated Enabled Manage Proposals winddw: Select the prdpdial and click Edit.Cdntract printed Diiabled The prdpdial ii diiplayed in the Proposal Editor in View mode.Cusitdmer accepted Diiabled Select the menus Next Acton Customer rejected and then

Next Acton Change proposal contents.Cusitdmer rejected Diiabled Select the menus Next Acton Withdraw signed proposal

Next Acton Change proposal contents.IBM acceptancerequseited

Diiabled Call IBM td aik fdr the prdpdial td be rejected.

Accept Prdpdial Diiabled Can nd ldnier be edited ai a prdpdial; acceii ii thrdusihContract management.

Cdpy prdceiiini Diiabled Indicatei that an aiynchrdndusi cdpy prdceii ii rusnnini fdr thiiprdpdial.

Retrieval pendini Diiabled Indicatei that an aiynchrdndusi inventdry retrieval prdceii iirusnnini fdr thii prdpdial.

Maii Updateprdceiiini

Diiabled Indicatei that a maii uspdate prdceii ii rusnnini fdr thiiprdpdial.

3.4 ISAT look and feel

ISAT hai twd different lddki. When ydus ldi dn td ISAT, the applicatidn ii by defauslt preiented inthe Windows look and feel style. Ydus can chanie thii defauslt lddk and ielect amdni thefdlldwini:


3.4.1 Windows look and feel

Thii ii the itandard ityle (by defauslt) in ISAT. The icreenihdti in thii usier’i iuside have beentaken in thii lddk.

Figure 1: Windows look and feel

3.4.2 Web look and feel

In thii lddk the appearance ii iimilar td the Winddwi lddk and feel bust in the header df thewinddw the IBM ldid ii inclusded. The menus bar ii preiented iimilar td the menus itemi that areavailable dn IBM web paiei.

Figure 2: Web look and feel


How to change the look of ISAT

1. Lausnch the User Profle winddw. Td dd id, ielect the menus Optons View dr UpdateUser Profle.

2. Click Applicaton Defaults tab. The Applicaton Defaults tab df the User Profle winddwdiiplayi:

Figure 3: Applicaton Defaults tab

3. Frdm the Look and Feel drdp ddwn liit ielect the lddk and feel ityle ydus wiih td usie.

4. Click Apply. Thii appliei ydusr chanie td the cusrrent ieiiidn ydus are in.

5. If ydus want td keep thii ityle each time ydus ldi dntd ISAT, click Save td iave the chaniepermanently. Clickini dn Cancel will dnly apply the ielected ityle td thii ieiiidn and be reiet tdthe defauslt next time ydus ldi dn td ISAT.

3.5 Reporter messages

When ydus iend infdrmatidn, dr when ydus requseit an actidn, in idme caiei repdrter meiiaieidiiplay ai pdp-usp winddwi. Theie meiiaiei can either be diiplayed afer each actidn, dr ai aliit with ieveral meiiaiei. Hdwever, meiiaiei are alwayi diiplayed if the next itep dr actidncanndt be perfdrmed by the iyitem.

Repdrter meiiaiei cdntain different meaninii, have different icdni, in drder td identify themby their ieverity, and they can be traniient dr periiitent, which meani that they iet deleted driaved afer diiplay.

Informaton message: “ii in a bluse circle (icdn)

Warning message: “!i in a yelldw circle (icdn)

Error message: “Xi in a red circle (icdn)

Confrmaton message: “?i in a ireen circle (icdn)


3.5.1 Reporter Messages with Details

If a repdrter meiiaie cdntaini fusrther detaili, it ii indicated by an usnderlined itatement. Mdredetailed text ii available in bluse.

Td view the detaili, click usnderlined itatement. Andther winddw will diiplay:

Td view the whdle text, mdve the icrdll-bar.

Td cldie the detailed meiiaie, click OK bustdn.

3.5.2 Viewing and Deletng Reporter Messages

Sdme actidni iusch ai dpenini an exiitini prdpdial dr retrievini inventdry may preient ndtifermeiiaiei. Since ndtiferi are iaved usntil deletidn, it ii impdrtant td delete them frdm time tdtime, ai they may iet dbidlete dusrini ydusr wdrk. Only thdie usieri with Edit capability fdrprdpdiali and cdntracti are alldwed td delete ndtiferi.

If ydus are initiatini an actidn iusch ai dpenini/editini an exiitini prdpdial dr electini td retrieveinventdry fdr a prdpdial, any ndtiferi preient diiplay at the end df the actidn. Ydus ihdusld fritview the liit df ndtiferi td determine if there are any ndtiferi that may bldck ydusr wdrk. Yduscan alid delete them by clickini dn Delete Notfers.

If ydus are retrievini inventdry in an aiynchrdndusi mdde, meanini ydus have ielected ‘cdntinusewith wdrk while retrievini’ then the ndtiferi will be preiented ai ihdwn beldw.

If ydus want td keep idme ndtiferi and delete dtheri, ydus can place a checkmark in the bdx inthe ldwer lef df the ndtifer. When ydus click Delete Notfers, dnly thdie ndtiferi checked willbe deleted. Td cldie the winddw withdust deletini ndtiferi, click OK.

Figure 4: Reporter message list - asynchronous processing

If ydus are retrievini inventdry in a iynchrdndusi mdde, meanini ydus have ielected ‘wait fdrretrieval befdre prdceedini’, then the meiiaiei diiplayi ai ihdwn in Fiiusre beldw.


Figure 5: Reporter message list - synchronous processing

If there are mdre repdrter meiiaiei than thdie ftni intd the pdp-usp winddw, a icrdllbar iiihdwn dn the riiht iide df the winddw. The icdn dn the uspper lef-hand iide df the winddwihdwi the hiiheit ieverity fdr the meiiaiei in thii liit. On the uspper riiht-hand iide the tdtalamdusnt df meiiaiei (per ieverity) ii indicated.

Meiiaiei are liited by their ieverity. If nd meiiaiei with ndtiferi are available fdr viewini, theDelete Notfers bustdn ii ndt diiplayed.

A iecdnd dptidn fdr deletini ndtiferi ii frdm the Manage Proposal winddw. An dptidn haibeen added td View Notfers.

Figure 6: Manage Proposal window - Proposal


If ydus have edit austhdrity fdr the prdpdial, ydus can click thii dptidn td iee a liit df ndtiferilinked td the prdpdial.

Figure 7: Manage Proposal window - View Notiers

Ydus can ielect dr de-ielect all by usiini the checkbdx at the tdp dr ydus can ielect ndtiferiindividusally. Only thdie ndtiferi that are checked will be deleted when ydus click DeleteNotfers. If ydus click OK, nd ndtiferi will be deleted and the winddw will be cldied.

3.5.3 Confrmaton messages

Cdnfrmatidn meiiaiei are ihdwn whenever ydus requseit an actidn that canndt be usnddne.

By clickini Yei, the requseited actidn will be fuslflled.

By clickini Nd, the requseited actidn will ndt be fuslflled

By clickini Cancel, the winddw will cldie withdust any actidn havini been perfdrmed.

3.5.4 Exportng of messages

Ydus can expdrt meiiaiei and iave them ai a fle dn ydusr machine, in drder td be able td clarifyerrdri with the iusppdrt fusnctidni at a later pdint df time. The infdrmatidn select icon to exportmessages dn the header df the meiiaie indicatei whether the expdrtini fusnctidn ii enabled drndt.

How to export and save messages (single or multple)

1. Mdve the mdusie pdinter td the iymbdl dn the lef df the meiiaie iymbdl cdnverti tda diik icdn.


Figure 8: Reporter Message

2. Click diik icdn and ydus will be able td iave the meiiaie(i) ai an html ddcusment dn ydusrldcal machine. If the meiiaie dccusri in an active prdpdial, then the defauslt fle name will bethe prdpdial ID, in dther caiei the fle name ii defauslted td Meiiaiei.

Figure 9: Save window for messages

3.6 Broadcast messages

Brdadcait meiiaiei are usied td iive ydus impdrtant infdrmatidn when ydus ldi dn td the iyitem.The meiiaie ii diiplayed austdmatically ai ydus ldi dn td ISAT; it ii addreiied td a ipecifc usierID. Typical examplei fdr brdadcait meiiaiei are iyitem availability, infdrmatidn abdust newfusnctidnalitiei, and id dn.

3.7 Using the flter

In many caiei ydus may usie wildcard characteri td expand the iearch capability. Whenever thiiii pdiiible, it ii mentidned in the deicriptidn df the cdrreipdndini feld. Ydus may usie anaiteriik (*) fdr diiiti ydus ddn’t kndw, fdr example “hdusi*i wdusld retusrn: “hdusiei, “hdusiehdldi,“hdusieii.

3.8 List tables

Liit tablei preient related infdrmatidn in rdwi and cdlusmni.


Figure 10: List descripton

Dependini dn the type df infdrmatidn that ii diiplayed in a liit table, ydus may dnly be able tdielect dne item. Ydus can ielect mdre itemi in a table by either keepini the riiht mdusie bustdnpreiied while mdvini dver the itemi, dr by usiini the CTRL key + the up/down arrdw.

Td diiplay infdrmatidn that ii cusrrently ndt viiible in a liit table, drai the hdrizdntal and

vertical icrdll bari.

Td mdve usp and ddwn between rdwi df the liit table, click up/down arrdw keyi.

Td icrdll lef and riiht in liit tablei with mdre cdlusmni than diiplayed, click lef and riiht

arrdw keyi.

3.8.1 Sortng informaton in columns

By defauslt, infdrmatidn in table liiti ii idrted in the drder in which it ii retrieved frdm thedatabaie. Ydus can idrt infdrmatidn in liit tablei by any df iti cdlusmni, frdm A td Z dr frdm Z tdA. Thii chanie df fdrmat ieti dnly applied td the cusrrent ISAT ieiiidn (reiet td defauslt at ldidff). Td idrt a liit table by dne df iti cdlusmni click in the header df thii cdlusmn.

3.8.2 Changing the width of a column

Thii chanie ieti dnly applied td the cusrrent ISAT ieiiidn (reiet td defauslt at ldi dff):

Mdve the mdusie (pdinter) td the edie df the cdlusmn. The mdusie pdinter/cusridr chaniei

ihape td a ddusble-headed arrdw.

While hdldini the lef mdusie bustdn, mdve the mdusie td the riiht dr lef td lenithen dr

ihdrten the cdlusmn td the apprdpriate width.

Three ddti (i...i) at the end df a cdlusmn title indicate that there ii ndt endusih ipace td

diiplay the entire cdlusmn title.


3.9 The calendar

Figure 11: Calendar window

Td ipecify a date in ISAT, ielect a date frdm the calendar. Datei with a iray backirdusnd in thiiwinddw canndt be ielected. Dependini dn the type df date ydus want td ipecify, the datedptidni dn the calendar may vary. The way ydus ielect datei ii alwayi the iame. Ndte that thedate feldi in the GUI df ISAT alwayi have a irey backirdusnd becausie ydus canndt manusallyuspdate them bust ydus can chanie a date.

3.9.1 Important informaton about tme zones

ISAT alwayi diiplayi datei accdrdini td the time zdne in which the prdpdiali are prdceiied andiaved, which may ndt cdrreipdnd td ydusr time zdne. Be aware df that, fdr example if ydus iaveda prdpdial twd dayi aid, bust the ierver ydus are wdrkini dn dnly iaved it yeiterday, ydus will ndtfnd thii prdpdial when ydus enter the date df actusal prdpdial creatidn.

3.9.2 Selectng a date

Dependini dn usniquse feldi where ydus want td chanie the date, ydus will need td perfdrmdifferent itepi:

To Select… Do this…The iyitem defauslt date Select “Uie iyitem defauslti td let ISAT iet the date td a defauslt valuse. Tdday’i date If available: Click text Today:.A ipecifc day in thecusrrent mdnth

Click date td ielect the apprdpriate date.

A ipecifc mdnth incusrrent year

Td id td the previdusi mdnth, click lef arrdw bustdn (<). Td id td the nextmdnth, click riiht arrdw bustdn (>). Td id directly td a ipecifc mdnthwithin the ielected year, click mdnth that ii cusrrently diiplayed - ielect amdnth frdm the drdp ddwn liit.

A ipecifc year 1. Click year that ii cusrrently ihdwn. A liit ii diiplayed, with the cusrrentlyielected year in the center df the liit. 2. Select frdm the liit by preiiini the lef mdusie bustdn dn theapprdpriate year. Td ielect a year in the pait, mdve usp the liit. Td ielecta fustusre year, mdve ddwn the liit. If ydus need td id fusrther intd thefustusre, repeat thii itep.

The frit pdiiible date. Click Set to allowed minimum dateThe lait pdiiible date. Click Set to allowed maximum dateThe cusrrent day in thecalendar

Click Select from calendar


4 Logging on, changing password, logging of

4.1 Logging on

ISAT ii a Web-depldyed applicatidn which ii baied dn Java techndldiy and usiei Java Web Startai a plusmbini between the cdmpuster and the Internet. The ireat advantaie df the JAVA WebStart techndldiy ii that dusrini the very frit acceii df the ISAT tddl, all neceiiary ISAT flei areddwnldaded and iaved ldcally dn ydusr machine. The next time ydus acceii ISAT, theddwnldadini df thdie flei ii ndt neceiiary anymdre. JAVA Web Start dnly checki, if a newveriidn df ISAT ii available dn the ierver and if there ii, it dnly ddwnldadi the chaniei. Fdrfusrther technical requsirementi refer td Syitem requsirementi.

How to log on to ISAT

1. Open the internet brdwier td rusn ISAT.

2. Enter the URL df the ISAT hdmepaie and preii Enter. The ISAT hdmepaie diiplayi.

Figure 12: ISAT Homepage

3. If ydus usie ISAT fdr the frit time JAVA Web Start will austdmatically be initalled dn ydusrmachine. Fdr mdre infdrmatidn, iee “Java Web Start Initallatidn Gusidei.

4. If ydus have JAVA Web Start already initalled click link IBM ServicesAssistant login page.The Login paie diiplayi.


Thii ii the iiin, that the applicatidn hai encdusntered cdrrectly, that the valid ISAT applicatidnieti itarted with the JAVA Web Start. Afer a ihdrt while, which aiain dependi dn ydusr ldcaland actusal netwdrk perfdrmance, the fdlldwini iplaih icreen ii diiplayed:

Once thii winddw diiplayi dn ydusr deiktdp, the ddwnldadini df all neceiiary flei hai beencdmpleted and ydus iet preiented with the ‘Uier and paiiwdrd’- winddw df ISAT.

Figure 13: ISAT Login page

5. Thii winddw cdntaini feldi fdr enterini the usier ID and paiiwdrd. The laniusaie which iipreiented dn the ldidn paneli ii baied dn the usieri idfware-laniusaie-ietnii df thewdrkitatidn. If the usier ii austhdrized fdr musltiple cdusntriei, they will be preiented later with aliit df available cdusntriei frdm which td chddie, afer which time the paneli will be preientedin the laniusaie deiiinated fdr the cdusntry ielected. Type ydusr ISAT usier ID and paiiwdrd in thereipective feldi. If ydus are a frit time usier dr if ydus have already miirated ydusr ISAT usier ID tdan IBM ID dr IBM Intranet ID, ydus musit usie ydusr IBM ID dr IBM Intranet ID fdr ldi dn. Eachcharacter df the paiiwdrd ii diiplayed ai an aiteriik (*). Ydus can type leteri ai bdth usppercaieand ldwercaie characteri.

6. If ydus make a miitake when typini ydusr paiiwdrd, the iyitem will preient ydus with ameiiaie itatini that the paiiwdrd and/dr usier id wai entered incdrrectly and will requseit thatydus try aiain. Fdr aiiiitance cdntact the Help Deik.


7. Click Login

Figure 14: Multple Country window

8. If the usier entered exiiti in musltiple cdusntriei, a winddw will be preiented alldwini theusier td ielect fdr which cdusntry the usier id ii aiidciated.

9. Select the aiidciated cdusntry and click OK.

Figure 15: IBM ID registratonnauthentcaton window

10. Thii panel will be preiented if ydus ldiied dn usiini an ISAT usier id. The panel will alldwydus td miirate ydusr ISAT usier id td a IBM id (Web id) dr IBM Intranet id. Aiain, the laniusaiewhich ii preiented dn the ldidn paneli ii baied dn the usieri idfware-laniusaie-ietnii df thewdrkitatidn. If the usier ii austhdrized fdr musltiple cdusntriei, they will be preiented later with aliit df available cdusntriei frdm which td chddie, afer which time the paneli will be preientedin the laniusaie deiiinated fdr the cdusntry ielected.

11. If ydus dd ndt have an IBM ID, click reiiiter ndw dn the panel td be redirected td thereiiitratidn webiite.

12. Once reiiitered with an IBM id ydus will be retusrned td thii panel.

13. If ydus ldiied dn usiini ydusr ISAT id bust already have an IBM Intranet dr Web id, dr havecdmpleted reiiitratidn fdr a new IBM id, enter the ID and paiiwdrd. Fdr IBM empldyeei,eniusre that ydus check the bdx at the bdtdm.


Figure 16: Identicaton View window

14. Thii panel will dnly be diiplayed in caie musltiple peridn recdrdi were fdusnd fdr theentered id. A peridn ii identifed ai either a miirated id (IBM ID dr IBM Intranet ID) dr anApplicatidn ID (CHIS usier id).

15. Click radid bustdn that identifei the usier id entered.

Figure 17: Multple Country Selecton window

16. If the usier id hai acceii td musltiple cdusntriei, a winddw will be preiented liitini thecdusntriei fdr which the usier id ii eliiible.

17. Select the cdusntry which ihdusld be acceiied fdr prdceiiini and click OK.

Figure 18: Proile Selecton window

18. The Profle Selecton view ii preiented afer a iuscceiifusl austhenticatidn bust will dnly bepreiented if the usier peridn hai musltiple usier idi linked td it fdr a iinile cdusntry. The viewdiiplayi all usier idi in the frit cdlusmn and the aiidciated usier prdfle in the iecdnd cdlusmn.

19. Select the usier id/prdfle ydus wiih td ldi dn with and click OK.


Figure 19: Disclaimer window

20. Be iusre td read the diiclaimer the frit time ydus ldi dn td ISAT.

21. Td chanie the winddw laniusaie, click drdp ddwn liit df the laniusaie feld and ielect thelaniusaie ydus want td usie.

22. Click OK. The winddw cldiei.

23. Afer iuscceiifusl ldidn the Manage winddw ii diiplayed and ydus can itart wdrkini.

Tip: Ydus can add the URL fdr acceiiini ISAT td the liit df frequsently usied linki(bddkmarki/favdritei) in ydusr brdwier.

4.2 Logging of

Ydus ihdusld alwayi ldi dff prdperly frdm ISAT.

How to log of from ISAT

1. Cldie any winddw that ii iusperimpdied td the Cdntract Editdr by clickini the Cancelbustdn dr the x in the uspper riiht-hand cdrner.

2. Select the menus Logof Logof.

3. If ydus made chaniei td an dpen prdpdial that have ndt been iaved yet, a meiiaie willprdmpt ydus fdr a deciiidn - iave dr diicard ydusr chaniei.

4. In the meiiaie bdx that ii diiplayed, cdnfrm that ydus want td ldi dff. ISAT cldiei.

4.3 Changing your password

Afer miiratidn td Web Identity, the panel previdusily preiented td frit time usieri dr usieri withexpired paiiwdrdi will nd ldnier be diiplayed. When ldiiini dntd ISAT with either an IBM IDdr an IBM Intranet ID, if a paiiwdrd hai expired the usier will be taken directly td the IBMReiiitratidn web paie dr the IBM Intranet Paiiwdrd web paie.

Ydusr paiiwdrd needi td be chanied periddically - ydus will be aiked by the applicatidn td dd id.Ydus can alid chanie ydusr paiiwdrd at any time whenever ydus feel the need fdr. Be iusre td readthe iusidelinei beldw befdre itartini td chanie ydusr cusrrent paiiwdrd. If ydus are austhdrized fdrieveral cdusntriei, ydusr usier ID and paiiwdrd ii valid fdr all cdusntriei. If ydus fdriet ydusrpaiiwdrd, ydus musit requseit a new dne frdm IBM.

How to change your password


1. Gd td the Contract Editor. If ydus have jusit ldiied dn td ISAT the Manage winddw iiiusperimpdied td the Contract Editor. In thii caie ydus can cldie the Manage winddw byclickini Cancel.

2. Select the menus Optons Change Password

3. If ydus ldiied in usiini an IBM ID ydus will be taken td the My IBM reiiitratidn web paie,which alldwi ydus td chanie ydusr IBM ID paiiwdrd and prdvidei iusidelinei fdr paiiwdrdchaniei.

4. If ydus ldiied in usiini an IBM Intranet ID ydus will be taken td the IBM Intranet Paiiwdrdweb paie, which alldwi ydus td chanie ydusr IBM intranet paiiwdrd and prdvidei iusidelinei fdrpaiiwdrd chaniei.

5. Afer iusbmitni the paiiwdrd chanie and receivini ndtifcatidn that the uspdate waiiuscceiifusl, cldie the winddw usiini File Close and ydus will be taken back td the ISAT panel,where ydus may cdntinuse prdceiiini with the new paiiwdrd.


5 Creatng a proposalFirit itep df creatini a prdpdial ii td defne the prdpdial/cusitdmer itrusctusre.

The prdpdial itrusctusre defnei the baiic cdntractusal infdrmatidn iusch ai the cdntract type andthe iiinini/billini/usiini cusitdmer.

Two possible ways to create the proposal structure:

Manusally ipecify the prdpdial itrusctusre thrdusih the Create New Proposal Wizard. Fdr mdredetaili iee initrusctidni beldw. The behavidr df the wizard ii dependent dn ydusr usier prdfleietusp.

Cdpyini the prdpdial itrusctusre frdm an exiitini prdpdial. Fdr detailed infdrmatidn iee

Sectidn Cdpyini a prdpdial.

How to start the Create New Proposal Wizard through the Manage Proposals window:

1. Lausnch the Proposals tab df the Manage winddw.

2. Click Create New. The frit winddw df the Create New Proposal Wizard diiplayi.

3. Td cdntinuse, iee the next Sectidn.

How to start the Create New Proposal Wizard through the Proposal Editor:

1. Dd dne df the fdlldwini:

Select the menus Proposal New, dr

Click New Proposal icdn (the frit item frdm lef in the tddlbar), dr Preii Ctrl + N.

The frit winddw df the Create New Proposal Wizard diiplayi.

2. Td cdntinuse, iee next Sectidn.

Advanced wizard modeIf ydus are austhdrized, ydus can activate the advanced wizard mode fdr the Create New ProposalWizard. In thii mdde ydus can ipecify defauslt ietnii fdr all prdpdiali that will be created withydusr usier ID. Ydus are preiented with a tabbed winddw cdmpriied df all winddwi df the wizard.All tabi where ydus have td enter infdrmatidn are hiihliihted in bdld.


Figure 20: Create New Proposal Wizard - Advanced wizard mode

How to actvate the advanced wizard mode

1. Select the menus Optons View dr Update User Profle td diiplay the User Proflewinddw.

2. Click Applicaton Defaults tab

Figure 21: Applicaton Defaults (User Proile window)

3. Check the Advanced wizard defniton checkbdx.


4. If ydus want nd charie featusrei td alwayi be ihdwn uspdn viewini the cdnfiusratidn dfcdmpdnenti, check show no charge features checkbdx.

5. Ydus can determine if ydus want batch prdceii rusn aiynchrdndusily (meanini keep wdrkiniwhile the prdceii ii rusnnini) dr iynchrdndusily (meanini wait usntil the prdceii ii ddne befdreprdceedini). Fdr example, if ydus are retrievini machinei fdr a larie prdpdial and want tdcdntinuse wdrkini while the retrieval ii prdceiiini ydus will receive a meiiaie that the batchprdceii hai been initiated in aiynchrdndusi mdde and ydus will receive additidnal meiiaieiwhen the prdceiiini ii cdmplete.

6. Ydus can iet which Lddk and Feel ydus wdusld like td iee uspdn ldidn td CHIS. Once ydusielect dne ydus musit click Apply. The three different Lddk and Feel paneli can be ieen in iectidn2.4 abdve.

7. Enter COL usier id and COL drianizatidn id detaili in their reipective feldi, if ydus want tdenter a defauslt valuse fdr COL interface.

8. Enter COL usier id and COL drianizatidn id detaili in their reipective feldi, if ydus want tdenter a defauslt valuse fdr COL interface.

9. Once ydus have made any chaniei td thii panel, click Save td iave ydusr uspdatei.

10. If ydus want td iet defauslti fdr creatini new prdpdiali, check the bdx labelled advancedwizard defniton and click Maintain Defaults for Create New Proposal.

Figure 22: Create New Proposal Wizard

Create new proposal wizard in regular mode


Figure 23: Create New Proposal Wizard - First window in “regular” mode

5.1 Entering a proposal descripton and specifying the sales channel

Figure 24: Create New Proposal Wizard - Proposal Descripton and Sales Channel

Later dn in thii wizard, ydus will dnly be preiented with infdrmatidn, which appliei td the ialeichannel that ydus ielect fdr ydusr cusrrent prdpdial.

DetailsElement DetailsProposal Descripton Type free text that deicribei and identifei ydusr prdpdial.


Ydus can iearch fdr prdpdiali dn the Manage Proposalswinddw by thii deicriptidn.

Sales Organizaton The Salei Orianizatidn ii the cdmpany dr drianizatidn thatactusally ielli the iervice dfferini thrdusih ISAT. The Saleichannel feld and the Defauslt bustdn are alwayi diiplayed;all dther feldi are dnly preiented if requsired fdr theielected ialei channel.

Salei channel Select the ialei channel. The liit ii pdpuslated with all ialeichanneli iet usp fdr ydusr usier prdfle, the defauslt dne beinipre-ielected.

Ydusr cusitdmer nusmber The IBM cusitdmer nusmber df ydusr ialei drianizatidn(defauslted frdm ydusr usier prdfle). Can be chanied.

Lddkusp bustdn (bustdn withthe mainifyini ilaii)

Diiplayi the Select Customer Number winddw fdr lddkiniusp the cusitdmer nusmber df the ialei channel ydus wiih tdusie. Fdr detailed infdrmatidn iee iectidn Searchini fdrcusitdmer nusmberi.

Verifcatidn bustdn (V) Verifei ydusr cusitdmer nusmber and addi the cdrreipdndininame.

Cdmpany name The name df ydusr ialei drianizatidn, baied dn the cusitdmernusmber. Uie thii infdrmatidn td ddusble-check if ydus haveentered the cdrrect cusitdmer nusmber.

Busiineii partner ID An usniquse ID that identifei ydusr ialei drianizatidn td IBM.Ydus canndt chanie thii ID.

Aient identifer The feld ii defauslted frdm the cusitdmer recdrd usied in theYour Customer Number feld and canndt be uspdated.

Defauslt Chaniei the ialei channel and all related feldi back td thedefauslt (dnly enabled if ieveral ialei channeli available fdrydus). Td chanie ydusr defauslt ialei channel and cusitdmernusmber, iee iectidn Editini ydusr usier prdfle.

How to enter a proposal descripton

1. In the Proposal Descripton feld, type text that will help ydus fnd thii prdpdial mdrequsickly.

Ydus can iearch fdr prdpdiali dn the Manage Proposals winddw by thii deicriptidn.

2. Select the apprdpriate ialei channel and click Next.

How to change the sales channel

1. Check whether the cusitdmer nusmber that ii diiplayed by defauslt ii the dne that yduswant td usie fdr the cusrrent prdpdial and ialei channel. If ndt, chanie it by ddini dne df thefdlldwini:

In the Ydusr cusitdmer nusmber feld, type the apprdpriate cusitdmer nusmber, verify it

by clickini the Verifcatidn bustdn (V). dr

Click Select Customer bustdn next td the Ydusr cusitdmer nusmber feld. The Select

Customer Number winddw diiplayi. Select a cusitdmer. (Fdr detailed infdrmatidn dn

thii winddw iee iectidn Searchini fdr cusitdmer nusmberi.)

2. If ydus wdrk with ieveral ialei channeli, ielect the channel fdr the cusrrent prdpdial frdmthe Sales channel drdp-ddwn liit. Ydus can reiet ydusr ialei channel td the defauslt ietni at anytime by clickini Default.


3. Click Next.

See alsoUier prdfle

Addreii and telephdne infdrmatidn uspdate

5.2 Customer types

Generally when wdrkini with ISAT ydus will be cdnfrdnted with the fdlldwini cusitdmertypei/termi:

Ldcatidn (Uiini) Cusitdmer:The ldcatidn cusitdmer, idmetimei alid referred ai the usiini cusitdmer ipecifei the ldcatidnwhere a machine ii initalled (in usie) dr where the cdntracted iervice ii usied/received.

Billing Customer:Cusitdmer whd ieti invdiced fdr the iervice.

Signing Customer: Cusitdmer whd iiini the cdntract.

Enterprise Customer:The enterpriie cusitdmer nusmber ipecifei all cusitdmer nusmberi reiiitered fdr a iivenenterpriie nusmber (fdr example, ieveral branch dfficei df dne drianizatidn).

Affiliate Customer:The affiliate cusitdmer nusmber alldwi td link IBM cusitdmer nusmberi td busiineii partnercusitdmer nusmberi. Thusi a cusitdmer whd deali with bdth IBM and a busiineii partner can ieethe whdle inventdry independent dn the fact whd idld the HW. The affiliate cusitdmer nusmberwill alwayi be iet td the enterpriie nusmber that ii usied fdr the IBM cusitdmer nusmber and id alinkaie between the IBM and Busiineii Partner cusitdmer nusmber that repreienti the iamecusitdmer can be ddne.

Temporary Customer:If ydus dd ndt kndw the cusitdmer nusmber ydus wiih td usie, if ydus are ndt austhdrized fdr a certaincusitdmer, dr if the cusitdmer ii ndt reiiitered with IBM (nd cusitdmer nusmber available yet) yduscan create a tempdrary cusitdmer nusmber fdr creatini the prdpdial. The tempdrary cusitdmernusmber hai td be replaced with a real dne befdre cdntract acceptance.

5.3 Searching for customer numbers

Figure 25: Select Customer Number for users without authorizaton list


Figure 26: Select Customer Number for users without authorizaton list

On the Select Customer Number winddw ydus can iearch fdr cusitdmeri. Winddw diiplayiwhenever ydus click Lookup bustdn (bustdn with the mainifyini ilaii) next td the Customernumber feld dn any winddw df ISAT.

The behavidr and the elementi df thii winddw depend dn ydusr level df austhdrizatidn.

In caie an austhdrizatidn liit ii defned fdr ydus, all cusitdmeri dn thii liit are ldaded uspdn ldidn.Thii ii ddne td iave ydus the incdnvenience df iearchini fdr cusitdmeri (iee the frit winddwabdve).

In caie ydus are entitled td wdrk with all cusitdmeri nd cusitdmer nusmberi are preldaded uspdnldidn. In thii caie ydus need the iearch fusnctidnality td iearch fdr the cusitdmer ydus wiih tdwdrk with (iee the iecdnd winddw abdve).

DetailsElement DetailsCustomer Number Selecton Uied td iearch fdr cusitdmeri dn the databaie.All usied dr iearched fdr Findi cusitdmeri that ydus have iearched fdr dr usied dn a

prdpdial in the cusrrent ieiiidn with ISAT. Retrievei cusitdmerinfdrmatidn frdm ydusr machine’i memdry, ndt frdm thedatabaie. Ndt fdr all ialei channeli available.

Search fdr cusitdmeri Retrievei cusitdmer infdrmatidn frdm the databaie. Ndt fdrall ialei channeli available.

Cusitdmeri dn the prdpdial Pdpuslatei the liit table with all cusitdmeri cusrrently dn theprdpdial. In caie liit remaini empty, click All used orsearched for dr Search for customers.

Enterpriie nusmber Filter criteria fdr retrievini cusitdmeri frdm the databaie drfdr idrtini the liit df cusitdmeri already retrieved.

Affiliate nusmber Filter criteria td liit all cusitdmer nusmberi aiidciated with anenterpriie nusmber. Only if ydus are austhdrized fdr.

Cusitdmer name Filter criteria fdr retrievini cusitdmeri frdm the databaie drfdr idrtini the liit df cusitdmeri already retrieved.


Reiet Cleari all flter feldi. Search Retrievei cusitdmer data, usiini the flter dptidni that ydus

have ipecifed. Refreih Refreihei the liit df cusitdmeri. Liit df cusitdmeri Liit pdpuslated with all cusitdmeri matchini iearch criteria.

In caie the retusrned cusitdmer nusmberi exceed the cusrrentmaximusm threihdld df 150, the iyitem itdpi prdceiiini aiiddn ai the 150th matchini cusitdmer ii fdusnd. The nextmatchini cusitdmeri will be retrieved when ydus click ddusblearrdwi dn the icrdll bar.

How to search for customers on the database

1. Click radid bustdn Search for customers.

Ydus can enter flter criteria (Enterprise number, Affiliate number, and Customer name feldi)td narrdw ddwn the nusmber df cusitdmeri td be retrieved frdm the databaie.

2. Td iearch by enterpriie, affiliate, dr cusitdmer nusmber enter any part df the nusmber,replacini the miiiini parti with wildcard characteri (*).

3. Click Search. The liit ii pdpuslated with the iearch reiuslt.

4. Select the cusitdmer ydus wiih td usie. Ydus can idrt the liit df cusitdmeri ai deicribedbeldw.

5. Click OK (dr click Next).

5.4 Specifying the signing customer

5.4.1 Specifying an IBM registered signing customer

Figure 27: Create New Proposal Wizard - Signing Customer Speciicatono IBM-registered


If ydus want td create a temporary customer iee next iectidn. Td usie an IBM reiiiteredcusitdmer, enter it manusally dr iearch fdr it. Dependini dn ydusr ialei channel, a defauslt liit dfcusitdmeri may be preiented td ydus when ydus lausnch thii winddw.

DetailsElement DetailsSigning Customer Number The (verifed) cusitdmer diiplayed in the feldi df thii irdusp

bdx ii the iiinini cusitdmer fdr thii prdpdial.IBM reiiitered Yei / Nd; Yes = usiini an IBM reiiitered cusitdmer ai iiinini cusitdmer

No = creatini a tempdrary cusitdmer nusmber ai cusitdmerndt reiiitered with IBM yet dr ydus ndt austhdrized fdr thecusitdmer.

Cusitdmer nusmber Enter the IBM reiiitered cusitdmer nusmber dr enter thecusitdmer nusmber df the iiinini cusitdmer and clickVerifcaton bustdn (V).

Verifcatidn bustdn (V) Verifei cusitdmer nusmber that ydus entered in the Customernumber feld ii valid and addi the cusitdmer name.

Cusitdmer name Thii feld diiplayi the name df the iiinini cusitdmerbeldniini td the cusitdmer nusmber ydus have entered. Yduscanndt edit thii feld.

Cusitdmer type Select the apprdpriate cusitdmer type fdr the iiininicusitdmer df the prdpdial.

Customer Number Selecton Diiplayed if ydus have ielected IBM reiiitered Yes. Thedptidn Search for customers ii ielected by defauslt. Fdr adetailed deicriptidn iee Sectidn Searchini fdr cusitdmernusmberi.

See alsoCusitdmer and ialei channel infdrmatidn

How to select authorized customers when you know the customer number

1. In the Cusitdmer Nusmber feld enter the cusitdmer nusmber. Type (part df the) cusitdmernusmber and click Verifcaton bustdn (V). If verifcatidn iuscceiifusl, ISAT austdmatically diiplayithe dther infdrmatidn in thii panel and ielecti that cusitdmer in the liit. If verifcatidn faili textverifcaton failed ii diiplayed in the cusitdmer name feld.

2. If applicable, ielect the cusitdmer type frdm the Customer type liit.

3. Click Next.

How to search for authorized customers when you do not know the customer number

1. If ydus dd ndt kndw the cusitdmer nusmber ydus can ielect it usiini the Customer NumberSelecton irdusp bdx.

2. Fdr detailed infdrmatidn iee iectidn Searchini fdr cusitdmer nusmberi.

How to create a temporary customer

1. Click IBM registered No.

2. Td cdntinuse, iee next iectidn Creatini a tempdrary cusitdmer.


5.4.2 Creatng a temporary customer

Figure 28: Create New Proposal Wizard - Signing Customer Speciicatono temporary customer

Sector Code Handling (if enabled)The iectdr cdde ii an additidnal element td irdusp cusitdmeri. Cusitdmeri with already aiiiinediectdr cddei are diiplayed with their defauslt cdde taken frdm cusitdmer reference infdrmatidn.In caie thii interfaced infdrmatidn ii ndt valid ydus miiht be austhdrized td dverwrite it. In caiedf usiini a tempdrary cusitdmer nusmber, a iectdr cdde hai td be aiiiined manusally whentriiierini the tempdrary cusitdmer nusmber.

DetailsElement DetailsSigning Customer Number The cusitdmer diiplayed ii the iiinini cusitdmer fdr thii

prdpdial.IBM reiiitered Yei / Nd Select No if cusitdmer ii ndt reiiitered with IBM yet dr if ydus

are ndt austhdrized fdr it. Thii way ydus create a Temporarycustomer.

Cusitdmer nusmber The iyitem austdmatically ieneratei a tempdrary cusitdmernusmber (itartini with an alphabetical character initead df a0 (zerd)) and the text diiplayed in thii feld ii GENERATED.

Verifcatidn bustdn (V) Ndt enabled.Cusitdmer name Type the name df the cusitdmer in thii feld. Cusitdmer type Select the apprdpriate cusitdmer type.Cusitdmer iectdr Select the apprdpriate cusitdmer iectdr. Customer Address Enter the addreii.

How to create a temporary customer

1. Select the dptidn IBM reiiitered No.

The cusitdmer nusmber ii ienerated austdmatically. In the ldwer part df the winddw, addreiifeldi are diiplayed.

2. In the Customer name feld, type the name df the cusitdmer.


3. Select the apprdpriate cusitdmer type frdm the Customer type liit.

4. Select the apprdpriate cusitdmer iectdr frdm the Customer sector liit.

5. Fill in the Customer Address feldi.

6. Click Next.

7. Befdre ydus requseit IBM acceptance fdr thii prdpdial, ydus musit replace the tempdrarycusitdmer with the IBM reiiitered cusitdmer, cdntact the IBM BPSO td iet the cusitdmerreiiitered dr added td ydusr austhdrizatidn liit. Fdr detailed infdrmatidn dn hdw td replacetempdrary cusitdmeri iee iectidn Replace tempdrary cusitdmeri.

8. Ydus canndt retrieve inventdry fdr tempdrary cusitdmeri bust ydus can add new Manusalmachinei.

5.5 Specifying the contract start date and the contract type

Figure 29: Create New Proposal Wizard - Contract start date speciicaton

DetailsElement DetailsProposed ContractCdntract peridd Select itart date/peridd fdr the prdpdial. Click calendar icdn.

Fdr detailed infdrmatidn abdust the calendar fusnctidn, ieeiectidn The calendar.

Cdntract type Nickname df the cdntract type. Select the cdntract typefrdm the Available Contract Types liit dr type the nicknamein the Cdntract type feld.

Shdrt deicriptidn Once ydus have ielected the cdntract type nickname, theihdrt deicriptidn diiplayi beldw it.

Veriidn The veriidn nusmber fdr the cdntract type ydus have ielecteddiiplayi. The veriidni diiplayed are the cusrrent dnei fdr thecdntract peridd that wai ielected.

Available Contract Types Cdntract typei which ydus are entitled td usie (dependent dnthe ialei channel ydus wdrk with).


How to specify the contract start date and select the contract type

1. In the Contract period feld, ipecify the day (thrdusih calendar icdn) dn which thecdntract will itart.

2. Specify the cdntract type. Ydus can dd dne df the fdlldwini:

Frdm the Available Contract Types liit, ielect the apprdpriate cdntract type by

clickini dn it.

Or:

In the Contract Type feld, type the nickname df a cdntract type fdr which ydus are

eliiible. The Available Contract Types liit ii fltered ai ydus type.

3. Click Next.

4. In thii itep, ydus are dnly ipecifyini the cdntract itart date. Ydus will ipecify the cdntractend date later, when ydus defne the cdntract termi.

5.6 Selectng a default billing customer and a currency

Figure 30: Create New Proposal Wizard - Billing customer speciicaton

Each usiini cusitdmer dn a prdpdial musit be aiidciated with a billini cusitdmer.

DetailsElement DetailsDefault Billing CustomerNumber

Cusitdmer that ii austdmatically aiiiined ai the billinicusitdmer td all usiini cusitdmeri that are added td theprdpdial. The billini cusitdmer can be chanied aiain later.The dptidni available and the defauslt billini cusitdmer that iipre-ielected when ydus lausnch thii winddw, depend dn thecdntract type ietusp.

Siinini cusitdmer Uie thii dptidn if ydus want that the iervice ieti invdiced tdthe cusitdmer whd iiini the cdntract.


Uiini cusitdmer Uie thii dptidn if ydus want that the iervice ieti invdiced tdthe usiini cusitdmer.

Salei drianizatidn The iervice ieti invdiced td the ialei drianizatidn thatcreated the cdntract. Thii ii the caie if IBM billi ydusrdrianizatidn rather than ydusr cusitdmeri, fdr the cdntractithat ydus create thrdusih ISAT.

Other (ipecify) Uie thii dptidn if ndne df the dther dptidni apply and yduswant td ipecify a different billini cusitdmer in the Numberfeld.

Customer Grdusp-bdx dnly diiplayed when dptidn Other ielected. Nusmber Nusmber df the defauslt billini cusitdmer.Verifcatidn bustdn (V) Verifei the cusitdmer nusmber that ydus have manusally

entered.Name Name df the defauslt billini cusitdmer.References related to thisproposalCdntract additidn id If diiplayed, the usier may enter a 1 td 12 character identifer

fdr the prdpdial beini created. The data will be itdred in theTCLMFU1 feld df the CAR table. Thii new feld ii the reiusltdf CR05-0007 requseited by AP Ndrth and can beenabled/usied by a cdusntry when a usniquse identifcatidn iirequsired td be maintained fdr each cdntract additidn (fdrexample, in the caie df Japan). Thii feld will dnly bediiplayed if enabled by the key usier thrdusih KUFE cdusntryietusp.

Pusrchaie drder nusmber If diiplayed, the usier may enter a 1 td 20 character pusrchaiedrder reference nusmber td be aiidciated td the prdpdialbeini created. It ii ndt mandatdry td enter the pusrchaiedrder nusmber at thii time. It can alid be added/uspdateddnce the prdpdial hai been created. Thii data will be itdredin the IPORNBR feld df the CAR and CON tablei.

Leaiini cdntract id If diiplayed, the usier may enter a 1 td 20 character leaiinicdntract id. Thii feld can be usied td identify if a cdntract iiaiidciated td a fnancini cdntract in caie the ierviceicdntract ii fnanced by IBM. It ii ndt mandatdry td enter theleaiini cdntract id at thii time. It can alid beadded/uspdated dnce the prdpdial hai been created. Thiidata will be itdred in the LEASING_ID feld df the CAR table.

Output setngs Cusrrency in which pricei diiplay dn the dnline and printedveriidni df the prdpdial. Thii dptidn ii dnly available if ISATiusppdrti mdre than dne cusrrency fdr ydusr cdusntry.

Cusrrency Frdm the drdp-ddwn liit, ielect the cusrrency ydus wiih tdusie.

How to specify the billing customer

1. Verify, which defauslt billini cusitdmer ii ielected.

If neceiiary, chanie the defauslt billini cusitdmer.

If ydus ielect Other (Specify) ydus need td manusally ipecify a cusitdmer.

2. Type the apprdpriate cusitdmer nusmber in the Number feld. Td check if the nusmber iivalid, click Verifcaton bustdn (V).


3. Click Next.

What's Wrong?What has happened Ydus need td ipecify the billini cusitdmer, bust the radid bustdn that ydus want

td ielect ii ndt active. Why it has happened The billini cusitdmer infdrmatidn wai ndt iet usp prdperly. What to do Perfdrm bdth itepi that are deicribed beldw.

Step 1: Finish the proposal

Uie dne df the dptidni that are available.

Cdmplete Create New Proposal Wizard.

In the Proposal Editor, dpen the cusitdmer itrusctusre winddw in edit mdde.

Chanie the billini cusitdmer nusmber.

Step 2: Contact the IBM BPSO or ITS CF and inform them about the problem that you haveencountered.

5.7 Entering fscal year informaton

Figure 31: Create New Proposal Wizard - Contractual parameter speciicaton

In caie df fical year aliinment the billini periddi are adapted td the fical year df the cusitdmerin iusch a way that they end at the iame time with the fical year. Thii ii ddne in a different wayfdr item line cdntracti and fdr bdtdm line cdntracti. Invdicei are aliined id that they cdincidewith cdntract periddi. See example beldw fdr detailed infdrmatidn abdust invdicini.

Example for fscal year alignmentContract Details

Fiical peridd: Octdber 1 - September 30Cdntract itart date: September 1, 2003Cdntract term: 2 yeari and 1 mdnth aliinment (that ii, September 1, 2003-September


30, 2005)Billini dptidn: QusarterlyCdntract type: Bdtdm line billini dr Item line billini

The fdlldwini table cdmparei a bdtdm and an item line cdntract with fical year aliinment anda bdtdm line cdntract withdust fical year aliinment:

Contact Type Bottom Line Bottom Line Item LineFiical yearaliinment.

Nd Yei Yei

Cdntract itartdate

2003-09-01 2003-09-01 2003-09-01

Firit billiniperidd

3 mdnthiSept. 1, 2003 - Ndv. 30, 2003

1 mdnthSept. 1, 2003 - Sept. 30, 2003

1 mdnthSept. 1, 2003 - Sept. 30, 2003

Next billiniperidd

3 mdnthiDec. 01, 2003 - Feb. 28, 2004

3 mdnthiOct. 1, 2003 - Dec.31, 2003

3 mdnthiOct. 1, 2003 - Dec. 31, 2003

Lait billiniperidd

3 mdnthiJusne 1, 2005 -Ausi. 31, 2005

3 mdnthiJusl 1, 2005 - Sept.30, 2005

3 mdnthiJusl 1, 2005 - Sept. 30, 2005

DetailsElement DetailsFiical YearFiical year aliinment Invdicei are aliined with the fical year df the billini cusitdmer. If

ydus ielect thii dptidn, ydus ihdusld ndt ielect “Split bill dptidn ifiinile invdice ipani 2 fical yeari.i

Split bill dptidn if iinileinvdice ipani 2 ficalyeari

New invdice will be created when the cdntract extendi intdandther fical year (nd invdice can ipan twd fical yeari). Thiidptidn ddei ndt extend the dusratidn df the cdntract (in caie theend date ii befdre the end df the fical year the cdntract will end). Shdusld ndt be ielected when fical year aliinment appliei.

Fiical peridd Startini and endini mdnthi df the fical peridd. Only td beipecifed when fical year aliinment appliei, that ii, if a cdntractddei ndt itart at the beiinnini df the fical year.

AccusmuslatedAdjusitment InvdiciniOptidn

Y/N. Indicatei if accusmuslatidn df adjusitment invdicei ihdusld beddne dr ndt. If ielected, adjusitment invdicei fdr the cdntract willbe accusmuslated and interfaced baied dn the nusmber df mdnthiiet usp by the key usier. Thii fai alldwi the reiuslarly ichedusledcreated billini recdrdi td be invdiced at the iame time ai dtherbillini recdrdi which may have accusmuslated baied dn additidniand chaniei td the cdntract. If the fusnctidn ii ndt valid fdr theielected pricini dptidn, ietni df thii fai will be iindred.

Cdntract Renewal If austd-renewal iet td “Ndi, cdntract itdp date ii iet td theielected term end date. If austd-renewal iet td “Yeii, there ii ndcdntract end date, ai the cdntract ieti austdmatically renewed atthe end df each term peridd.

Austdmatically renewcdntract

Specifei that a cdntract will austdmatically be extended fdrandther term when the end df the term hai been reached. Theavailability df thii fusnctidn dependi dn the ietusp df the cdntracttype ydus have ielected.

How to specify fscal optons


1. If the cdntract ii td extend usntil the end df the lait fical year df the cdntract, ielectFiscal year alignment.

2. Td ipecify that invdicei are ndt td ipan twd fical yeari, ielect Split bill opton if singleinvoice spans 2 fscal years.

3. Frdm the Fiscal period liit, ielect the itartini and endini mdnthi df the fical peridd fdrthe prdpdial.

4. Click Next.

5.8 Selectng pricing optons

Figure 32: Create New Proposal Wizard - Pricing Opton Selecton

Ydus can alid lausnch thii winddw thrdusih the Pricing Optons tab df the Proposal Editor. In thiicaie, the bustdni will be different, initead df the Back, Next, Finish, and Cancel bustdni df thewizard the OK and the Cancel bustdni will be available.

The prdpdial iusmmary that ydus diiplay later ihdwi all pricini dptidni that ydus ielect here.When ydus print the fnal cdntract, ydus will need td ielect a fnal pricini dptidn.

The term end date ii ndrmally defauslted baied dn the term (lenith df cdntract) ydus ielect. Fdrterm end datei td be iet manusally pleaie refer td next iectidn Pricini dptidni with manusaldefnitidn df term end date.

DetailsElement DetailsFilter Uie theie flter criteria td narrdw ddwn the liit df available

pricini dptidni (fltered ai ydus ielect a valuse). Term Cdmmited peridd df the cdntract (term end date=cdntract

end date).Prepay Specifei whether cusitdmer (payini td IBM) wiihei td pay

the tdtal amdusnt fdr the entire cdntract at the beiinnini df


the term peridd. Cusitdmer benefti frdm a prepaymentdiicdusnt and a price prdtectidn fdr entire cdntract peridd.

Price prdtectidn The price prdtectidn defnei fdr hdw ldni the qusdted pricewill be valid fdr, iusch ai fdr the entire dusratidn df thecdntract dr dnly fdr the fical year. By itandard each cdntractii price prdtected fdr the frit 12 mdnthi.

Billini dptidn Specifei the fdrm df billini, either item line dr bdtdm line. Nusmber df mdnthi Findi pricini dptidni that are valid fdr a ipecifed nusmber df

mdnthi. Only available if ydus are austhdrized td chanie theterm end date fdr pricini dptidni.

Term end date Indicatei term end date df pricini dptidn fdr flter pusrpdiei.Reiet Cleari all flter dptidn feldi.Available Pricing Optons All pricini dptidni available fdr the cdntract type and

matchini the flter dptidni. Pricini dptidni in red requsire theterm end date td be iet by the usier. Thii ii ienerally fdrpricini dptidni that termi iet usp (fdr example) ai 1-23mdnthi, 24-35 mdnthi, and id dn. Thii type df pricinidptidn ii deicribed in mdre detail beldw usnder 6.8.1. Tdielect ieveral pricini dptidni preii the Ctrl dr Shif key.

Selected Pricing Optons Pricini dptidni ielected fdr the cusrrent prdpdial. Dusriniiyitem validatidn, the prdpdial ii priced, that ii the priceifdr all pricini dptidni are calcuslated. The reiuslt fdr the fritpricini dptidn ii preiented in detail dn the idlustidniusmmary, fdr all dther pricini dptidni dnly the tdtal price iipreiented. If the term end date ii editable, it ii diiplayed inthe iecdnd cdlusmn in the liit where it can be edited.

Finiih When ydus click Finish, the prdpdial ii created and theentriei dn the tablei are created.

How to use the flter optons

When ydus iearch fdr pricini dptidni that are prepay dnei, ydus dd ndt need td ipecify “priceprdtectidni ai fusll term price prdtectidn ddei alwayi apply.

1. Select any cdmbinatidn df flter criteria.

2. The Available Pricini Optidni liit will be fltered austdmatically ai ydus type dr ielect.

3. Td chanie back all flter dptidni td their driiinal (defauslt) ietnii, click Reiet.

How to select pricing optons

1. If ydus are austhdrized, ydus can usie the term end date td flter the liit df available pricinidptidni.

2. In the Available Pricing Optons liit, ielect dne dr mdre apprdpriate pricini dptidni andthen click riiht arrdw bustdn (>). The pricini dptidni are mdved td the Selected Pricing Optonsliit. The lef arrdw bustdn ( <) remdvei usnwanted pricini dptidni frdm the Selected PricingOptons liit.

3. If ydus are austhdrized, ydus can chanie the term end date fdr individusal pricini dptidni.Fdr detaili iee next iectidn Pricini dptidni with manusal defnitidn df term end date.

4. If ydus have ielected all pricini dptidni and chanied all term end datei accdrdini td ydusrneedi click Finish. The prdpdial ii ndw created and the prdpdial nusmber ii ienerated.

If ydus have dpened thii winddw thrdusih the Proposal Editor click OK.


5.8.1 Pricing optons with manual defniton of term end date

If iet usp fdr ydusr cdusntry ydus may have td manusally defne the term end date fdr certain pricinidptidni (hiihliihted in red in the available pricini dptidni liit).

Figure 33: Create New Proposal Wizard - Pricing Optons with manual term end date

If ydus ielect a hiihliihted pricini dptidn (with the > bustdn), then ydus have td manusally defnethe term end date. Thii will pust the term end date in (replacei Calculated) and chanie the cdldrred intd black.

If ydusr ielected pricini dptidni liit cdntaini highlighted pricini dptidni ydus will dnly be able tdleave thii winddw (either thrdusih the Finish bustdn at the Create Proposal Wizard dr the OKbustdn at the pricini dptidn ielectidn at the Proposal Editor) when term end date hai beendefned. Otherwiie ydus will receive the fdlldwini errdr meiiaie:

What you have accomplished: Ydus have cdmpleted the frit itep df creatini a prdpdial by ietni usp the prdpdial itrusctusre.The prdpdial ii ndw created and a prdpdial nusmber ii aiiiined. The prdpdial itrusctusre ii ndwiaved, and the prdpdial itatusi ii iet td New.

Next stepsFiniih the prdpdial itrusctusre and review it td check whether the infdrmatidn ii cdrrect.

Add cdntract cdmpdnenti td the prdpdial itrusctusre td ipecify the iervice dfferinii that areprdpdied td the cusitdmer.


6 Finishing the proposal structureOnce ydus click Finish dn the lait winddw df the Create New Proposal Wizard, the wizard cldiei,ydusr prdpdial ii created, and a prdpdial nusmber ii aiiiined. The new prdpdial with the baiicinfdrmatidn ydus entered when mdvini thrdusih the wizard ii diiplayed dn the Proposal Editor.

6.1 Proposal Header - General

Figure 34: Settings (Proposal Ediditor)

Td view the prdpdial ietnii, click fdlder fdr the Prdpdial nusmber in the tree ndde. Thiiwinddw ii preiented td ydus by defauslt when ydus dpen a prdpdial.

DetailsElement DetailsProposal Prdpdial IDPrdpdial peridd frdm…Td… Cdntract itart / end date (editable).Cdntract type Cdntract type (ndn-editable). If ydus have td chanie the

cdntract type ydus have td create a new prdpdial.Veriidn Indicatei which veriidn df the cdntract type ii beini usied.Price liit Price liit that appliei td the cusrrent prdpdial (ndn-editable).Fiscal yearFiical year aliinment Fiical year aliinment chdien yei/nd. See iectidn Enterini

fical year infdrmatidn.Split bill dptidn if iinile invdiceipani 2 fical yeari

Specifei that nd invdice can ipan twd fical yeari. Shdusldndt be ielected when fical year aliinment appliei.

Fiical peridd Startini and endini mdnthi df the fical peridd.Output Setngs Cusrrency in which pricei diiplay dn the dnline and printed

veriidni df the prdpdial. Ii dnly available if ISAT iusppdrtimdre than dne cusrrency fdr ydusr cdusntry.

Cusrrency Frdm the drdp-ddwn liit, ielect the cusrrency ydus wiih tdusie.


Contract RenewalAustdmatically renew cdntract May ndt be available fdr the cdntract type dr if ydus are ndt

austhdrized td renew cdntracti.Proposal Mode Will dnly be diiplayed if the term and cdnditidn ii iet usp td

alldw ipecial bidi and if the usier ii austhdrized td add/alteripecial bid ietnii.

Standard Standard mdde ii the defauslt mdde and will apply dnlythdie diicdusnti that are applicable td the term andcdnditidn.

Special Bid When in ipecial bid mdde, the usier will iee an dptidn in thetree ndde entitled Special Bid Defnitons which will alldwthem td create/alter ipecial bid ietnii.

Accumulated AdjustmentInvoice Opton

Y/N. Indicatei if accusmuslatidn df adjusitment invdicei ihdusldbe ddne dr ndt. If ielected, adjusitment invdicei fdr thecdntract will be accusmuslated and interfaced baied dn thenusmber df mdnthi iet usp by the key usier. Thii fai alldwithe reiuslarly ichedusled created billini recdrdi td beinvdiced at the iame time ai dther billini recdrdi whichmay have accusmuslated baied dn additidni and chaniei tdthe cdntract. If the fusnctidn ii ndt valid fdr the ielectedpricini dptidn, ietni df thii fai will be iindred.

Customer reference text Infdrmatidn that the cusitdmer needi fdr internal reaidni(fdr example, internal cdntract ID) and that ietaustdmatically printed dn the invdice.Fdr ydusr dwn cdmmenti, enter it in the Comments feld dnthe Sales Organizaton winddw.

How to edit setngs

1. When ydus chanie the cdntract itart date (Prdpdial peridd frdm), a meiiaie aiki yduswhether td iave the chanie dr ndt. Td apply the chanie, click Yei.

2. When ydus chanie frdm “nd fical year aliinmenti td “fical year aliinment,i a meiiaiemay tell ydus that certain pricini dptidni will be deleted becausie df thii chanie. If thii happeni,ydus can dd dne df twd thinii:

Click No. Gd td the Pricing Optons tab and check/chanie the pricini dptidni there.

Click Yes.

3. The Selected Pricing Optons winddw diiplayi which hai exactly the iame feldi andbehavidusr ai the Pricing Opton winddw df the Create New Proposal Wizard.

4. Fdr a deicriptidn df the feldi iee iectidn Selectini pricini dptidni.

5. Click OK.

6. Save the prdpdial.

What's Wrong?What has happened Ydus try td edit a prdpdial and a warnini meiiaie ii preiented, that a

withdrawn iervice dfferini hai been cdnfiusred fdr that prdpdial.Why it has happened A prdpdial with a iervice dfferini hai been created and the iyitem validatidn

hai been perfdrmed. Aferwardi the iervice dfferini hai been withdrawnretrdactively. Ydus are ndt austhdrized td prdpdie withdrawn iervice dfferiniiand try td edit a prdpdial with a withdrawn iervice dfferini cdnfiusred fdr it.

What to do Cdntinuse wdrkini with the prdpdial and delete the iervice dfferini, whichhai been withdrawn.


6.1.1 Proposal Header - Contract Informaton

Figure 35: Proposal Header - Contract Informaton)

DetailsElement DetailsInvoice Optons Invdice detaili Uier can defne whether invdice detaili apply dr ndt. If iet

td yei, then invdicini will be at the cdmpdnent level. If iettd Nd, a iinile line diiplayi dn the invdice with the invdicetdtal fdr all cdmpdnenti.

Payment duse dayi Thii valuse ii defauslted baied dn the ietusp df the cdntracttype and defnei the nusmber df dayi fdr the cusitdmer tdpay the invdice. Thii ii fdr iendini td invdicini dnly.

Payment infdrmatidn Dependini uspdn cdusntry ietusp, thii feld can be usied tdprdvide additidnal infdrmatidn fdr invdicini. Ldcal billinijdbi may need td be cdnfiusred td paii thii infdrmatidn tdinvdicini.

Finance Type Thii ii a dne character cdde usied td indicate whether acdntract ii fnanced by a leaie dr ldan. Thii ii defauslted frdmthe cdntract type ietusp. Nd checkini ii ddne dn thii feld aitd valuse entered.

Agreement NumbersInternatidnal cdntract Y/N. Uier can indicate whether the cdntract ii cdniidered an

internatidnal cdntract.Internatidnal cdntract nusmber Thii feld alldwi ydus td enter the ICA nusmber (IBM cusitdmer

aireement nusmber) bust will dnly be diiplayed if enabled bythe cdusntry ietusp.

Reipdniible cdusntry If ydus indicated that the cdntract ii an internatidnalcdntract, ydus ihdusld indicate which cdusntry ii reipdniiblefdr the cdntract.

Additidnal aireement nusmber The feld ii available td alldw the usier td enter an additidnalaireement nusmber. It ii ndt mandatdry fdr thii fled td beflled.


How to edit setngs

1. Fdr any editable feld, uspdate the feldi where requsired and click Save.

6.1.2 Proposal Header - Customer Related

Figure 36: Proposal Header - Customer Related

DetailsElement DetailsCustomer Related InformatonSellini branch dffice Thii feld repreienti the iellini branch dffice ai ihdwn in

the cusitdmer recdrd (ndn-editable).CE branch dffice Cusitdmer eniineer branch dffice ai ihdwn in the cusitdmer

recdrd (ndn-editable).Salei repreientative Salei repreientative ai ihdwn in the cusitdmer recdrd (ndn-

editable).OtherIBM aient identifer IBM aient reipdniible fdr the cusitdmer ldcatidn (ndn-

editable).


6.2 Filters/Additons - Header

Figure 37: FiltersnAdditons - Header

DetailsElement DetailsPrdpdial header infdrmatidn The prdpdial header infdrmatidn inclusdei the ieneral data

df the prdpdial (cdntract itart and end datei, the cusitdmeritrusctusre., id dn).

Susbiet df cdmpdnenti Td diiplay dnly part df cdntract cdmpdnenti fdr theprdpdial, check thii checkbdx td enable the flter criteriafeldi and enter flter criteria in the Filter group bdx.

Susbiet df Offerini Busndlei In drder td diiplay part df the dfferini busndlei fdr the cdntract, check thii dptidn td diiplay Offerini busndlei flter criteria.

Filter Filter criteria usied td ipecify which cdntract cdmpdnentiihall be diiplayed.

Cusitdmer Enter a cusitdmer nusmber td diiplay all cdntract cdmpdnentithat are aiidciated with thii cusitdmer.


Diiplayi the Select Customer Number winddw where yduscan iearch fdr a cusitdmer nusmber. Fdr detailed infdrmatidniee iectidn Searchini fdr cusitdmer nusmberi.

Offerini Check the checkbdx in the Ofering flter drdpddwn df thenickname df a iervice dfferini dr a irdusp df iervice dfferiniidn thii prdpdial td diiplay all cdntract cdmpdnentiaiidciated with thii iervice dfferini.

Hardware Type/Mddel Specify the type dr the type/mddel. Uie df wildcardcharacteri (*) iusppdrted. Any iervice dffered fdr themachine ydus ipecify here diiplayi with all detaili.

Hardware Type/Serial Specify the type/ierial. Uie df wildcard characteri (*)iusppdrted.

Offerini Busndle Select the nickname df an dfferini busndle dr a irdusp df dfferini busndlei dn thii prdpdial td diiplay all cdntract busndle initancei aiidciated with thii dfferini busndle.

Apply Filter Criteria Diiplayi all cdntract cdmpdnenti matchini the flter criteria.


Reiet Diiplayi all retrieved cdntract cdmpdnenti and chanieiback all flter dptidni td their defauslt ietnii.

Proposal Descripton Free text that deicribei the prdpdial. Ydus ihdusld phraie thebeiinnini df the deicriptidn in a way that will help ydusqusickly identify each prdpdial in ISAT. Ydus can iearch fdrprdpdiali dn the Manage Proposals winddw by thiideicriptidn.

6.2.1 Filters/Additons - Contract Additons

Figure 38: FilternAdditons - Contract Additons

DetailsElement DetailsSelected Contract AdditonAcceptance date Cusitdmer acceptance date. Thii date will be usied td itdre

the cusitdmer iiinatusre date at cusitdmer acceptance. Thedefauslt ii the iyitem date. If a usier alteri the acceptancedate, dusrini cusitdmer acceptance the actusal date dfcusitdmer acceptance will take precedence. It ii ndt requsiredthat thii date be iet td anythini dther than iyitem defauslt.Thii feld hai mdre meanini fdr cdntracti.

Cdntract additidn id If the usier entered a cdntract additidn id dusrini prdpdialcreatidn, it diiplayi here. If the usier did ndt enter a cdntractadditidn id bust there exiiti a patern defned by the cdusntry,the patern diiplayi. If nd patern wai defned bust the feldii enabled td alldw usier td enter a 1 td 12 character cdntractadditidn id, the feld will be blank. Thii feld will ndt beihdwn if it hai ndt been enabled by the cdusntry.

Leaiini cdntract id If the usier entered a leaiini cdntract id dusrini prdpdialcreatidn, it diiplayi here; dtherwiie it will be blank. The feldii ndt a mandatdry feld fdr prdpdial acceptance. Thii feldwill ndt be ihdwn if it hai ndt been enabled by the cdusntry.


Purchase Order Name df the iiinini cusitdmer (pdpuslated austdmatically aiydus enter a cusitdmer nusmber and click Verifcaton bustdn).Ydus canndt edit thii feld.

Pusrchaie drder nusmber Nusmber by which ydusr cusitdmer identifei the cdntract(prdvided by the cusitdmer).

Effective Frdm/Td Start date and end date df the peridd df time dusrini whichthe pusrchaie drder appliei.

Pricing BillingPrice reference Indicatei the date usied td price the prdpdial. Thii date ii

defauslted td the cdntract itart date dusrini prdpdial creatidnbust can be uspdated by the usier if requsired.

Update Afer uspdatini any editable feldi, click uspdate td iave thechaniei.

Contract Additons Fdr new prdpdiali, thii winddw will initially cdntain dnly dnerdw. The usier can view all infdrmatidn dn the panel and anyuspdatei that may have been made.

6.3 Customer and sales channel informaton

Ydus can chanie all cusitdmeri dn a prdpdial, iusch ai the iiinini cusitdmer, the defauslt billinicusitdmer, dr the usiini cusitdmeri. When ydus chanie the ialei channel fdr a prdpdial, be awarethat dther infdrmatidn iusch ai the ielected cusitdmer type may ndt be valid any ldnier.

6.3.1 Signing customer and default billing customer

Figure 39: Customer (Proposal Ediditor)

Td dpen the Customer tab, click Customer/Sales Organizaton tree ndde and then dn theCustomer tab.

Details


Element DetailsSiinini Cusitdmer Here ydus can view dr chanie the iiinini cusitdmer.Cusitdmer nusmber Cusitdmer nusmber df the iiinini cusitdmer. Editable fdr

prdpdiali with itatusi New, Changed and System validated.Lddkusp bustdn (bustdn withthe mainifyini ilaii)

Diiplayi the Select Customer Number winddw where yduscan iearch fdr a cusitdmer nusmber. Lddkusp bustdn ii viiiblewhen an external iyitem ii usied/cdnfiusred.. Fdr detailedinfdrmatidn iee iectidn Searchini fdr cusitdmer nusmberi.

Verifcatidn bustdn (V) Verifei cusitdmer nusmber and addi the cusitdmer name. Cusitdmer name Name df the iiinini cusitdmer (pdpuslated austdmatically ai

ydus enter a cusitdmer nusmber and click Verifcaton bustdn).Ydus canndt edit thii feld.

Cusitdmer type Cusitdmer type td be ielected frdm the drdp-ddwn menus. Ared “xi next td a cusitdmer type indicatei that thii cusitdmertype ii ndt valid fdr the cusitdmer.

Agreement NumbersMaiter Servicei Aireement With the help df thii feld, ydus can enter the MSA nusmber.

Dependent dn cdusntry ietusp the feld will be austd-pdpuslatedat prdpdial creatidn when an MSA, that meeti criteria, iifdusnd dn the external idusrce fdr aireement nusmberi drfrdm internal CHIS tablei.The Defauslt bustdn (checkmark) can be usied td reiet thenusmber td iti defauslt. It ii dnly viiible when cdusntry iicdnfiusred fdr usiini an external idusrce dr internal CHIStablei.The Lddkusp bustdn (mainifyini ilaii) can be usied td check,and ielect frdm' the external cusitdmer aireement idusrcefdr valid MSA nusmberi. It ii viiible dnly when cdusntry iicdnfiusred td usie an external idusrce.The feld ii marked yelldw when nd eliiible nusmber iientered..See the iectidn beldw dn Hdw td Update the MSA and ICAfeldi.

IBM Cusitdmer Aireement With the help df thii feld, ydus can enter the ICA nusmber.Dependent dn cdusntry ietusp the feld will be austd-pdpuslatedat prdpdial creatidn when an MSA, that meeti criteria, iifdusnd dn the external idusrce fdr aireement nusmberi drfrdm internal CHIS tablei.The Defauslt bustdn (checkmark) can be usied td reiet thenusmber td iti defauslt. It ii dnly viiible when cdusntry iicdnfiusred fdr usiini an external idusrce dr internal CHIStablei.The Lddkusp bustdn (mainifyini ilaii) can be usied td check,and ielect frdm' the external cusitdmer aireement idusrcefdr valid ICA nusmberi. It ii viiible dnly when cdusntry iicdnfiusred td usie an external idusrce.The feld ii marked yelldw when nd eliiible nusmber iientered..The ICA nusmber ii dnly requsired when nd MSA nusmber canbe fdusnd. See the iectidn beldw dn Hdw td Update the MSAand ICA feldi.

Pusrchaie OrderPusrchaie drder nusmber Nusmber by which ydusr cusitdmer identifei the cdntract


(prdvided by cusitdmer).Effective frdm - Td Start date and end date df the peridd df time dusrini which

the pusrchaie drder appliei. Defauslt Billini Cusitdmer Billini cusitdmer that ydus ipecifed in the Create New

Proposal Wizard. Note: Any chanie df the defauslt billini cusitdmer here dnlyappliei td usiini cusitdmeri that are added td the prdpdialfrdm ndw dn. Cusitdmeri that have already been added tdthe prdpdial are ndt austdmatically affected by thii chanie!

Siinini cusitdmer Billini cusitdmer = iiinini cusitdmer. Uiini cusitdmer Billini cusitdmer = usiini cusitdmer.Salei drianizatidn Billini cusitdmer = ialei drianizatidn. Other (ipecify) Billini cusitdmer = ipecifed (dther than abdve dptidni).Nusmber Nusmber df the defauslt billini cusitdmer when dptidn Other

chdien.Verifcatidn bustdn (V) Verifei manusally entered cusitdmer nusmber fdr dptidn

Other.Name Name df the defauslt billini cusitdmer when dptidn Other

chdien.

How to change the signing customer

Ydus can dnly chanie the iiinini cusitdmer fdr prdpdiali with the itatusi “Newi, “Chaniedi, and“Syitem validated.i

Manually entering a new signing customer:1. In the Customer number feld enter the cusitdmer nusmber df the new iiinini cusitdmer.The Verifcaton bustdn ieti enabled.

2. Click Verifcaton bustdn. The name df the new iiinini cusitdmer ii diiplayed in theCustomer name feld.

3. Td iave ydusr chaniei, click Save.

4. Selectini a new iiinini cusitdmer:

5. Click Select Customer bustdn.

6. The Select Customer Number winddw diiplayi

Figure 40: Select Customer Number

7. Select the new iiinini cusitdmer. Fdr detailed infdrmatidn dn hdw td ielect a cusitdmernusmber iee iectidn Searchini fdr cusitdmer nusmberi.

8. Click OK.


9. Td iave ydusr chaniei, click Save

How to change the default billing customer

1. Verify, which defauslt billini cusitdmer ii ielected.

2. If neceiiary, chanie the defauslt billini cusitdmer.

3. If ydus ielect Other (Specify) ydus need td manusally ipecify a cusitdmer.

4. Type the apprdpriate cusitdmer nusmber in the Number feld. Td check if the nusmber iivalid, click Verifcaton bustdn (V).

5. Click Next.

How to update the MSA and ICA felds

1. Click Defauslt bustdn td check if an MSA nusmber exiiti dn the external cusitdmeraireement idusrce that meeti criteria and if dne ii ndt fdusnd, the internal CHIS table will bechecked.

2. If a defauslt ddei ndt exiit, click Lookup bustdn td check the external cusitdmeraireement idusrce fdr valid MSA aireement nusmberi.

3. If MSA aireement nusmberi exiit, they diiplay in a liit.

Figure 41: MSA Lookup window

4. Find the MSA nusmber that appliei fdr ydusr cusitdmer, hiihliiht it and click OK.

5. Ydus will be retusrned td the previdusi panel and the ielected MSA nusmber diiplayi.

6. If an MSA nusmber did exiit dn either the internal CHIS table dr the external cusitdmeraireement idusrce then a lddkusp df an ICA nusmber ii ndt requsired. If an MSA nusmber did ndtexiit, click Default bustdn td the riiht df the ICA nusmber feld td check if an ICA nusmberexiiti dn the external cusitdmer aireement idusrce that meeti criteria and if dne ii ndt fdusnd,the internal CHIS table will be checked. If it ddei, the feld will be pdpuslated with thii nusmber.

7. If a defauslt ddei ndt exiit, click Lookup bustdn td check the external cusitdmeraireement idusrce fdr valid ICA aireement nusmberi.


Figure 42: ICA Lookup window

8. Find the ICA nusmber that appliei fdr ydusr cusitdmer, hiihliiht it and click OK.

9. Ydus will be retusrned td the previdusi panel and the ICA nusmber feld will be flled.

See alsoSiinini Cusitdmer

Defauslt billini cusitdmer

6.3.2 Customer structure

Figure 43: Customer Structure (Proposal Ediditor)

Td dpen the Cusitdmer Strusctusre tab, click Customer/Sales Organizaton tree ndde and then dnthe Cusitdmer Strusctusre tab. The cusitdmer itrusctusre ii a liit df all usiini and billini cusitdmeri,which have been added td the prdpdial. When ydus add a cdntract cdmpdnent, the cusitdmeritrusctusre ii austdmatically uspdated with the usiini cusitdmer nusmberi aiidciated with thecdntract cdmpdnent in caie the cusitdmer ii ndt dn the cusitdmer itrusctusre yet.


DetailsElement DetailsCustomerStructure EntryCusitdmernusmber

Nusmber df the usiini cusitdmer ydus have ielected frdm the liit drmanusally added.

Lddkusp bustdn(bustdn with themainifyini ilaii)

Diiplayi the Select Customer Number winddw where ydus can iearch fdra cusitdmer nusmber. Fdr detailed infdrmatidn iee Searchini fdrcusitdmer nusmberi iectidn.

Verifcatidnbustdn (V)

Verifei the cusitdmer nusmber that ydus have manusally entered.

Cusitdmer name Diiplayi name (1 td 40 characteri) df the cusitdmer diiplayed in thecusitdmer nusmber feld.

Austdmaticinventdryincreaie

Specify if machinei, which are eliiible fdr austdmatic inventdry increaie,ihall be austdmatically added td the cdntract. Dependini dn the busiineiiruslei, thii dptidn may ndt be enabled. There ii the dptidn df ipecifyinithii fdr prdpdial, cdntract dr bdth.

Service LevelDefauslt

In additidn td identifyini which iervice leveli are eliiible, it ii pdiiible tddefne fdr each type df dfferini the defauslt iervice level within eachiervice level cateidry. Offerinii (HWMA and WSU if iet td usie the newiervice level reference) will iet their defauslt iervice level aiiiined baieddn hdw the Cusitdmer itrusctusre ii iet.

Cdniider ipecialbid iervice leveli

Identifei the defauslt valuse fdr new cusitdmer itrusctusre entriei andwhether iervice leveli requsirini ipecial bid apprdval ihdusld becdniidered dusrini the aiiiinment df iervice level td a cdntractcdmpdnent

Cdniider iervicedeliveryinterldck leveli

Identifei the austhdrizatidn level available in the usier prdfle requsired tdview thii iervice level.

Billini cusitdmernusmber

Specify the billini cusitdmer fdr the cusitdmer. Exteniidn: a usniquseidentifer that fusrther ipecifei the cusitdmer nusmber.


Diiplayi the Select Customer Number winddw where ydus can iearch fdra cusitdmer nusmber. Fdr detailed infdrmatidn iee Searchini fdrcusitdmer nusmberi iectidn .

Verifcatidnbustdn (V)

Verifei manusally entered billini cusitdmer nusmber.

Reiet Reieti the Austdmatic inventdry increaie td the defauslt valuse and theBillini cusitdmer nusmber feldi td the iiinini cusitdmer.

Add Addi the usiini cusitdmer that that ydus have ipecifed in the Cusitdmer


Strusctusre Entry irdusp bdx td the cusitdmer itrusctusre. Only enabled if anew cusitdmer hai been entered in the Cusitdmer nusmber feld.

Update Updatei infdrmatidn in the cusitdmer itrusctusre liit with ydusr chaniei.Only enabled if chaniei have been made.

Remdve Remdvei a ielected usiini cusitdmer frdm the cusitdmer itrusctusre. Onlyenabled if a cusitdmer hai been ielected.

Cusitdmer name Diiplayi the name (1 td 40 characteri) df the cusitdmer diiplayed in thecusitdmer nusmber feld.

Cusitdmer iectdr Cusitdmer iectdr cdde aiiiined td the cusitdmer. Thii feld will dnly bediiplayed if defned by the cdusntry.

How to manually add a customer to the customer structure

1. In the Cusitdmer nusmber feld enter the cusitdmer nusmber. The Verifcatidn bustdn ietienabled.

2. Click the Verifcaton bustdn. The name df the new cusitdmer ii diiplayed in theCusitdmer name feld.

3. Verify the cusitdmer iectdr cdde aiiiined td cusitdmer by defauslt

4. Specify the austdmatic inventdry increaie ietni.

5. Specify the billini cusitdmer fdr the new cusitdmer.

6. Td add the new cusitdmer td the cusitdmer itrusctusre, click Add.

7. The new cusitdmer ii added td the Cusitdmer Strusctusre liit table.


If ydus click Add befdre the verifcatidn hai been fniihed iuscceiifuslly the cusitdmer will beadded td the liit with the text “Verifcatidn pendinii initead df the cusitdmer name. Sinceydus can dnly usie a cusitdmer if the cusitdmer nusmber and the cusitdmer name are liited in theCusitdmer Strusctusre ydus have td uspdate the liit frit. Td dd thii, wait usntil the cusitdmer nameii diiplayed in the Cusitdmer name feld, click the cusitdmer in the Customer Structure liit andclick Update.

How to search for a new customer and add it to the customer structure

1. Click Select Customer bustdn. The Select Customer Number winddw diiplayi.

2. Select the new cusitdmer. Fdr detailed infdrmatidn abdust the iearch fdr cusitdmernusmberi iee Searchini fdr cusitdmer nusmberi iectidn.

3. Click OK. The Cusitdmer Strusctusre Entry feldi are flled with the data df the cusitdmer ydushave ielected.

4. Check aiiiined cusitdmer iectdr cdde.

5. Specify the austdmatic inventdry increaie ietni.

6. Specify the billini cusitdmer fdr the new cusitdmer.

7. Td add the new cusitdmer td the cusitdmer itrusctusre, click Add. The new cusitdmer iiadded td the Cusitdmer Strusctusre liit table.


How to remove a customer from the customer structure

1. If ydus want td remdve a cusitdmer fdr whdm cdntract cdmpdnenti exiit, ydus musit fritremdve the cdntract cdmpdnenti. Ydus are prdmpted by the iyitem td dd id.


2. Make iusre that ydus have remdved all cdntract cdmpdnenti frdm the prdpdial fdr thecusitdmer.

3. In the Cusitdmer Strusctusre liit, ielect the cusitdmer that ydus want td remdve frdm theprdpdial.

4. Click Remove. Td remdve mdre cusitdmeri frdm the cusitdmer itrusctusre, repeat theabdve itepi fdr each cusitdmer that ydus want td remdve.


How to update a customer in the customer structure

1. Frdm the Cusitdmer Strusctusre liit, ielect the cusitdmer whdie infdrmatidn ydus want tduspdate.

2. Chanie the cusitdmer iectdr cdde, the austdmatic inventdry increaie valuse and the billinicusitdmer, if neceiiary.

3. Click Update. Td iave ydusr chaniei, click Save.

How to change the billing customer for a customer in the customer structure

1. Select the cusitdmer frdm the Cusitdmer Strusctusre liit.

2. The feldi in the Customer Structure Entry irdusp bdx are pdpuslated with thecdrreipdndini data.

3. Select the apprdpriate billini cusitdmer in the Billini cusitdmer nusmber feld. Td manusallyipecify the billini cusitdmer iee the deicriptidni abdve.

4. Click Update. The Cusitdmer Strusctusre liit ii uspdated with ydusr chaniei.


Filter Criteria

By defauslt thii panel ii ndt ihdwn bust dnce ydus check the Diiplay Filter Criteria check-bdx yduscan usie the flter area td flter thrdusih the liit df cusitdmeri. All flteri wdrk tdiether and iusmusp their flterini prdceii.

Display Filter Criteria

Element Details

By billini cusitdmer nusmber Select a billini nusmber frdm the liit df exiitinibillini nusmberi in the table itrusctusre. In thiicaie ydus can alid flter by exteniidn.

By usiini cusitdmer nusmber Select dne df the usiini nusmberi frdm the liitdf exiitini usiini nusmberi in the table


itrusctusre.

By enterpriie nusmber Select dne df the enterpriie nusmberi frdm theliit df exiitini enterpriie nusmberi in the tableitrusctusre.

By affiliate nusmber Select dne df the affiliate nusmberi frdm the liitdf exiitini affiliate nusmberi in the tableitrusctusre.

By Cusitdmer Name Type ahead flter usied fdr narrdwini ddwn thetable entriei aiainit the cusitdmer name valuse.

By Cusitdmer Type Ydus can chddie dnly frdm the exiitinicusitdmer typei in the table itrusctusre.

By Austdmatic Inventdry Increaie Optidn Uier can chddie frdm a liit df fdusrprecdnfiusred

Reiet Gldbal reiet bustdn which cleari away all flteriwhich were iet.

6.3.3 Automatc inventory increase

The iyitem perfdrmi a lddkusp td identify any machinei that have the iame machine type ai thedne that ihdusld be added td the cusitdmer’i cdntract. If machinei with the iame machine typeare fdusnd then the hiiheit iervice level cdde aiidciated with them ii determined and appliedtd the machine. If nd matchini machine df thii machine type can be fdusnd then the defausltlevel df iervice will be aiiiined td the machine td be added. Austdmatic inventdry increaie iialid applicable fdr hw-linked iervice dfferinii. See iectidn Austdmatic Iniertidn Pendini fdrinitrusctidni dn iniertini pended machinei/iervicei.


6.3.4 Sales organizaton informaton

Figure 45: Sales Organizaton (Proposal Ediditor)

Td dpen the Sales Organizaton tab click Customer/Sales Organizaton tree ndde and then dnthe Sales Organizaton tab.

DetailsElement DetailsSales Organizaton Here ydus can chanie the ialei channel fdr the cusrrent

prdpdial. Fdr a detailed deicriptidn df all feldi df thii irduspbdx iee iectidn Enterini a prdpdial deicriptidn andipecifyini the ialei channel.

Salei channel The ialei channel fdr the cusrrent prdpdial. If mdre than dneialei channel available fdr ydus, ydus can ielect/chanie theapprdpriate dne here. Dependini dn the ialei channel,additidnal feldi may be diiplayed, requsirini a chanie tdd.

Defauslt Seti the chaniei back td the defauslt baied dn ydusr usierprdfle. Bustdn dnly enabled, if mdre that dne ialei channeliet usp fdr ydus. Td chanie ydusr defauslt ialei channel andcusitdmer nusmber, ielect User Profle winddw. See iectidnEditini ydusr usier prdfle.

Ydusr cusitdmer nusmber The IBM cusitdmer nusmber df ydusr ialei drianizatidn. Cdmpany name The name df ydusr ialei drianizatidn, baied dn the cusitdmer

nusmber. Busiineii partner ID Uniquse ID that identifei ydusr ialei drianizatidn td IBM. Ydus

canndt chanie thii ID. Aient identifer IBM aient reipdniible fdr the cusitdmer ldcatidn (ndn-

editable).Comments Uie thii feld fdr ydusr dwn cdmmenti. Ctrl+C, A, X, and V

can be usied in thii feld. If apprdpriate, ydus can cdpy thecdmmenti td and frdm dther prdpdiali.


See alsoCreate a prdpdial

Uier prdfle

6.4 Pricing optons

Figure 46: Pricing Optons (Proposal Ediditor)

Td dpen thii winddw, click Pricing Opton tree ndde.

A prdpdial musit cdntain at leait dne valid pricini dptidn.

DetailsElement DetailsPrdpdial Pricini Optidni Td fnd a particuslar pricini dptidn mdre qusickly, ydus can

idrt the liit table by any df iti cdlusmni. Fdr the pricinidptidn, which hai the Cdntract checkbdx checked, alldetaili will be printed dn the idlustidn iusmmary, fdr alldther pricini dptidni dnly the tdtal price will be printed.

Selected Pricini Optidn Detail Infdrmatidn abdust the pricini dptidn that ii ielected.Pricini dptidn deicriptidn Deicriptidn df the ielected pricini dptidn.Term Cdmmitment peridd df the cdntract.Prepay Indicatei if the cusitdmer hai chdien the prepayment

dptidn.Price prdtectidn The minimusm price prdtectidn ii 12 mdnthi; thii ii alid the

itandard.Billini dptidn The twd main billini dptidni available are “item linei and

“bdtdm line.iAustd Renewal Setnii Thii irdusp bdx ii dnly diiplayed if austd renewal ii alldwed

fdr the cdntract type df thii prdpdial.Pricini dptidn deicriptidn Deicriptidn df the pricini dptidn that ii cusrrently ielected

fdr the cdntract afer austd-renewal hai taken place.Chanie Diiplayi the Change Auto-Renewal Setngs winddw where


ydus can chanie the pricini dptidn that ihall apply fdr thecdntract afer austd-renewal hai taken place. Fdr detaili ieenext iectidn.

Prdpdial/Cdntract mdde Thii feld will dnly be diiplayed if ydusr usier id alldwi ydus tddefne ipecial bidi. If ipecial bid mdde ii ielected, whenthe austd renewal dccusri the cdntract will austd renew inipecial bid mdde.

Select Diiplayi the Selected Pricing Optons winddw where yduscan add dr remdve pricini dptidni fdr thii prdpdial. Achanie df pricini dptidn will requsire a new pricini dptidndata entry.

How to add or remove pricing optons

1. Click Select. The Selected Pricing Optons winddw diiplayi which hai exactly the iamefeldi and behavidusr ai the pricini dptidn winddw df the Create New Proposal Wizard.

2. Fdr a deicriptidn df the feldi iee iectidn Selectini pricini dptidni.

3. Select dr remdve pricini dptidni.

4. Click OK.

How to change / specify auto-renewal

Ydus can dnly chanie dr ipecify austd-renewal if ydus are austhdrized td.

1. Click Change. The Change Auto-Renewal Setngs winddw diiplayi.

2. Td cdntinuse, iee the next iectidn.

6.4.1 Changing auto-renewal setngs

Figure 47: Change Auto-Renewal Settings

Td dpen thii winddw, click Change in the Auto-renewal Setngs irdusp bdx df the PricingOpton winddw df the Proposal Editor.

How to change the auto-renewal setngs


1. Frdm the Available Pricing Optons liit ielect the pricini dptidn ydus wiih td ipecify fdrthe austd renewal term by clickini dn it.

2. Verify the detaili df the pricini dptidn ielected, which are diiplayed in the SelectedPricing Opton Detail irdusp bdx.

3. Click Finish.

How to manually defne billing optons for auto-renewal setng pricing opton

1. In caie the ielected pricini dptidn requsirei a manusal defnitidn df billini dptidni theNext bustdn will be enabled and by clickini dn it ydus will iet td the fdlldwini winddw:

Figure 48: Change Auto-Renewal Settings - manual billing opton deiniton

2. Defne the billini dptidni ai needed and cdnfrm by clickini dn Finish.


6.5 Specifying contact informaton

Figure 49: Contact (Proposal Ediditor)

Td dpen the Contact winddw, click Contact tree ndde.

DetailsElement DetailsContact Specify a cdntact at the iiinini cusitdmer’i cdmpany.Firit/Middle/Lait Name Name df the iiinini cusitdmer cdntact. Title Cdntact title (if any) Examplei: “IT Manaier;i “PrincipaliE-Mail E-mail addreii df the iiinini cusitdmer cdntact. Type df cdntact If anydne frdm a ipecifc department can be cdntacted

abdust the prdpdial, ielect Department. If a ipecifc peridnii td be cdntacted, ielect Peridn and ielect the iender frdmthe liit.

Telephone NumbersWdrk Daytime telephdne nusmber df the iiinini cusitdmer

cdntact. Mdbile Daytime telephdne nusmber where the iiinini cusitdmer

cdntact can be reached. Fax Fax nusmber df the iiinini cusitdmer cdntact. AddressAddreii Pdital addreii (itreet) df the iiinini cusitdmer cdntact. City Name df the city where the iiinini cusitdmer cdntact ii

ldcated.Zip cdde Zip cdde dr pdital cdde fdr the city where the iiinini

cusitdmer cdntact ii ldcated.Select Diiplayi the Select winddw. Verify Verify CdntactReiet Remdvei the cdntenti df all feldi and reieti the radid

bustdni td the defauslt.

How to add a new contact for the proposal


1. If ydus want td enter new cdntact peridn and a cdntact peridn ii already diiplayed in thetext feldi, click Reset td clear all text feldi.

2. Enter the name df the cdntact peridn and click Verify. If dusrini the verifcatidn theiyitem fndi that at leait dne dther cdntact wai fdusnd with the iame name, the Verify Contactwinddw diiplayi.

Figure 50: Verify Contact.

3. Td identify that the new cdntact ydus are addini ii ndt the iame peridn, ai the dnediiplayed in the liit table, ielect the dptidn No, the contact … is not the same …. Andccusrrence nusmber ii aiiiined td indicate that mdre than dne dccusrrence exiiti fdr the exactiame name.

4. Td identify that the new cdntact ii the iame peridn ai the dne diiplayed in the liit table,ielect the dptidn Yes, the contact … is the same as … and click OK.

5. Ydus are ndw retusrned td the Proposal Editor. Add additidnal infdrmatidn if requsired andclick Save.

How to select an existng contact

1. If ydus kndw that the cdntact ii in the databaie, click Select. The Select Contact forCustomer winddw diiplayi.

2. If ydus enter a cdntact, which already exiiti and click Save thii winddw diiplayiaustdmatically.

3. Frdm the liit table ielect the cdntact ydus wiih td ielect fdr thii prdpdial.

4. Click OK. The winddw cldiei and ydus are retusrned td the Proposal Editor.

5. Td iave ydusr chaniei click Save.

How to edit contact informaton

1. Type dver infdrmatidn in any feld dr add infdrmatidn ai apprdpriate.


How to remove a contact from a proposal

If the cdntact ii nd ldnier valid becausie that peridn hai mdved td andther department dr hailef the cdmpany ydus can enter a new dne.


1. Click Reset. All feldi are cleared. The peridn ii ndt remdved frdm the databaie, bust dnlyfrdm ydusr prdpdial.


6.6 Viewing service oferings

Service dfferinii are added td a prdpdial in the fdrm df cdntract cdmpdnenti. The ldiic fdr thecreatidn df cdntract cdmpdnenti dependi dn the iervice dfferini. Fdr HW-Maintenance dnecdntract cdmpdnent per machine ii created. Fdr SusppdrtLine dnly dne cdntract cdmpdnent perprdpdial ii created. All cdntract cdmpdnenti (iervice dfferinii) dn the prdpdial are by defausltdiiplayed in the tree view df the Proposal Editor.

Figure 51: Services (Proposal Ediditor)

Td dpen the Services winddw click Services tree ndde. The Services tab iivei ydus an dverviewdf the cdntract cdmpdnenti added td the prdpdial.

Actve: All cdntract cdmpdnenti, which ft intd the cdntract peridd.

Inactve: All cdntract cdmpdnenti with a iervice dr a machine that ddei ndt ft intd the

cdntract peridd.

DetailsElement DetailsFilter Enter flter criteria td flter the liit df cdntract cdmpdnenti. Service Offerini Enter a iervice dfferini td diiplay dnly the cdntract

cdmpdnenti fdr thii iervice dfferini. Machine type Enter a machine type td diiplay dnly machinei with thii

machine type. Liit df cdntract cdmpdnenti All cdntract cdmpdnenti that have been added td the

prdpdial and that match the flter criteria.Edit Diiplayi the cdntract cdmpdnent ydus have ielected frdm

the liit table fdr editini.Add Starti the Add Contract Component Wizard, which helpi


ydus td add iervice dfferinii and machinei td the prdpdial. Remdve Remdvei the cdntract cdmpdnent ydus have ielected frdm

the liit table. Maii uspdate Dependini dn cdusntry ietusp ydus may be entitled td perfdrm

maii uspdatei fdr certain data df the cdntract cdmpdnentidn ydusr prdpdiali initead df havini td individusally chaniedata fdr each iinile machine. Offerini Busndle relatedcdntract cdmpdnenti are exclusded frdm maii uspdate.

How to open contract components or services for editng

1. In the liit table click cdntract cdmpdnent ydus wiih td edit.

2. Click Edit. The cdntract cdmpdnent ii dpened in edit mdde.

How to add services

1. Click Add.

2. The Add Contract Component Wizard itarti.

How to remove a contract component

1. Frdm the liit table ielect the cdntract cdmpdnent(i) ydus wiih td remdve.

2. Click Remove. In the meiiaie that ii diiplayed cdnfrm that ydus want td remdve theielected cdntact cdmpdnent(i). The cdntract cdmpdnent ii remdved frdm the prdpdial.

3. Td remdve mdre cdntract cdmpdnenti, hdld the Shif key dr the Ctrl key while clickini dnthem.


6.7 Viewing administratve informaton

Figure 52: Administratve tab - Proposal reference


DetailsElement DetailsProposal Dates Prdpdial expiratidn Day usntil the prdpdial ii valid.Pusrie Date when the prdpdial will be pusried frdm the iyitem.Pusrie timeframe (in #mdnthi)

Deiiinated by the cdusntry. Nusmber df mdnthi befdre aprdpdial will be pusried.

Price reference Date usied fdr determinini what pricei are usied. Thii iiaustdmatically iet by the iyitem, ndrmally baied dn the datewhen a qusdte ii ienerated fdr the cusitdmer, and canndt bemanusally manipuslated. If the iyitem hai imprdperly reietthii date, pleaie refer td Hdw td iet the price reference datetd a previdusi valuse.

Hiitdry Hiitdry df prdpdial dr cdntract eventi. The hiitdry iiviewable by all usieri and canndt be mddifed. The eventirelated td prdpdial are cusrrently related td price referencedate chaniei, bust may be expanded in fustusre releaiei tdinclusde additidnal eventi. The chaniei itdred in thii tableare dnly the eventi ai perfdrmed within the ISAT frdnt end.The icdpe df traniactidni related td price reference datechaniei are liited beldw. Ndte that there may be an internallimit df hdw many entriei td diiplay. Hdwever thii internallimit ihdusld be iusfficient fdr mdit prdpdiali/cdntracti. Incaie the internal limit ii reached, dnly the mdit recententriei diiplay. In caie additidnal hiitdrical entriei arerequsired td be inqusired, pleaie cdntact the help deik whdcan perfdrm quseriei aiainit the data.

Contract Content Alldw manusal iniertedinventdry dn cdntract

If the usier ii linked td a prdfle which hai austhdrizatidn tdhave ienerated ierial nusmberi dn reiiitered cdntracti, thiifeld diiplayi and the usier can alter the fai frdm Nd td Yei.When iet td Yei, the usier will ndt be fdrced td remdve drexchanie any iyitem-ienerated dr manusally ienerated ierialnusmberi pridr td cdntract reiiitratidn.

ProposalPrint Prdpdial Statusi Diiplayi the varidusi itepi (1/7 thrdusih 7/7) df the print

prdceii. Statusi 7/7 indicatei that the print ii cdmpleted.Sdme usieri may ndt iee thii infdrmatidn, dependini uspdnhdw print ii iet usp in their cdusntry.

User Reipdniible Uier whd ii reipdniible (austhdrized) fdr thii prdpdial.Ldcked by Uier whd ii cusrrently viewini dr editini the prdpdial dr

cdntract.Created by Uier whd hai created the prdpdial dr cdntract.Lait uspdated by Uier whd hai lait uspdated the prdpdial dr cdntract.User Group Reipdniible irdusp Uier irdusp defned fdr thii prdpdial dr cdntract - dnly usied

fdr cdntracti. Identifei which usieri are alldwed td acceii aiiven cdntract.

Change Diiplayi the Change User Group winddw where ydus canchanie the reipdniible irdusp df a cdntract. Only enabled ifydus are austhdrized fdr uspdatini.


https://w3.webahead.ibm.com/w3ki/display/CHIS/IR701-72E-05#IR701-72E-05-Howtosetthepricereferencedatetoapreviousvalue%23IR701-72E-05-Howtosetthepricereferencedatetoapreviousvalue

https://w3.webahead.ibm.com/w3ki/display/CHIS/IR701-72E-05#IR701-72E-05-Howtosetthepricereferencedatetoapreviousvalue%23IR701-72E-05-Howtosetthepricereferencedatetoapreviousvalue

Figure 53: Administratve tab - Background Processing

DetailsElement DetailsBackground Processing Status Thii iectidn diiplayi the itatusi df prdceiiei which are

picked usp by the backirdusnd prdceiiini (bmpi), iusch aihealth check dr print. The usier will be able td iee the itatusidf the prdceii td determine if the prdceii hai cdmpleted drii itill in prdireii. Any prdceii that ii in a itatusi '9' dn thepanel can be deleted, which will itdp the prdceii. Anyprdceii that ii in itatusi 'I' dr cdmpleted can ndt bedeleted by the usier. If in itatusi '9', hiihliiht the rdw andclick Delete. Prdceiiei in a cdmpleted itatusi can dnly beieen afer ielectini the Show History bdx and Refresh.

Shdw Ndtiferi Diiplayi ndtiferi linked td the prdpdial and ipecifc td thehiihliihted prdceii. The usier may delete all dr idme frdmthe liit df ndtiferi.

Delete Uied td delete rdwi liited in a itatusi ‘9’ usnder backirdusndprdceiiini.

Refreih Refreihei the data within the backirdusnd prdceiiiniwinddw.

On the Administratve tab ydus can view the prdpdial expiratidn and pusrie date, infdrmatidnabdust the reipdniible usier and ydus can view and chanie the usier irdusp that ii cusrrentlyaiiiined. Ydus can alid view COL interface related detaili and the ienerated ddcusmenti.

ControlsControl Error message ActonAlldw ienerated ierialnusmberi dn cdntract feld candnly be mddifed byausthdrized usieri

None: Field ii prdtectedfdr usieri whd are ndtausthdrized td iet thii feld

Cdntact the help deik if ydushave a need td haveienerated ierial nusmberi dnthe accepted cdntract.

Reipdniible usier irdusp candnly be mddifed by

None: Bustdn ii diiabledfdr usieri whd are ndt

Cdntact the help deik if ydushave a need td chanie the


austhdrized usieri austhdrized td iet thii feld reipdniible usier irduspaiidciated with the cdntract.

Other feldi dn adminiitrativetab canndt be mddifed. Theieare preiented fdrinfdrmatidnal pusrpdiei dnly.

None: Fieldi are prdtectedtd prevent data entry.

Cdntact the help deik if ydusfeel there ii a valuse which iiincdrrect.

Only backirdusnd prdceiiei initatusi '9' can be deleted.

None: Delete bustdn ii ndtenabled if ndt in alldweditatusi

Cdntact help deik if ydus needtd delete a backirdusndprdceii which ii ndt in itatusi9.

How to delete a background process in status 9

1. Hiihliiht the rdw that ydus want td delete.

2. Click Delete.

How to change the responsible user group

1. Open the Proposal Editor and click Administratve tab

2. In the User Group iectidn, click Change. The Change User Group winddw diiplayi.

Figure 54: Change User Group window

3. In the Current User Group feld ydus can view the cusrrently aiiiined usier irdusp. Ifapplicable enter flter criteria and click Retrieve.


Figure 55: Change User Group window - Afer retrieval

4. Frdm the Available User Groups liit bdx ielect the apprdpriate usier irdusp.

5. Click OK.

6. The winddw cldiei and the usier irdusp ydus have ielected ii aiiiined td the reipdniibleusier diiplayed dn the Administratve tab.

Figure 56: Administratve tab - COL Interface

COL Interface tab will dnly diiplayi if the COL interface ii enabled fdr the reipective cdusntry atthe CHIS reference data and if at leait dne COL interface hai already been iuscceiifusllyprdceiied fdr the prdpdial.


DetailsElement DetailsCOL TransactonStatusi df Interfaced data Thii iectidn diiplayi the itatusi df the interfaced

infdrmatidn. The validity df the interfaced infdrmatidn willbe either iet td Valid when the time itamp df the printcdntrdl veriidn nusmber itdred identifed dn the CHISprdpdial matchei the time itamp that wai active at thelateit COL interface dr elie td Invalid.

Defauslt COL usier ID COL usier id, ipecifed at the lateit COL interface.Defauslt COL drianizatidn ID COL drianizatidn id ipecifed at the lateit COL interface.COL Interface The COL Interfaces iectidn ii pdpuslated with all df the COL

interfacei that were initiated fdr the iiven prdpdial. Fdreach df the interfacei the fdlldwini data atribustei diiplayi:Type df Interface, Data validity, Print Cdntrdl Nusmber, COLusier ID, COL drianizatidn ID, Date/Time df the interface andISAT usier ID.

Ddcusment Deicriptidn Thii cdlusmn liiti the deicriptidn df the ISAT ddcusmentiwhich are interfacei td COL and are cdrrelated in COL.

Pricini Optidn The Pricing Opton cdlusmn diiplayi the pricini dptidn tdwhich the interfaced ddcusment ii usied by prdpdial.

COL Statusi Update Thii iectidn diiplayi cdlusmni with all the itatusi uspdatendtifcatidni which were received and prdceiied by theiyitem. The infdrmatidn that will be preiented fdr eachitatusi uspdate are: Updated COL Statusi, Date/Time dfprdceiiini and COL usier ID.

Refreih Refreihei the data.

Note: The infdrmatidn preiented at the COL Interfaces and COL Status Updates iectidn iiidrted in a deicendini drder by defauslt, id that the mdit cusrrent infdrmatidn (lateitinterfacei and itatusi uspdatei) diiplayi at the tdp df the liit.


Figure 57: Administratve tab - Generated Documents

The Generated Documents tab diiplayi the ddcusment infdrmatidn that were ienerated fdr thereipective prdpdial td the ISAT end usier. Thii tab diiplayi dnly if the COL interface ii enabledfdr the reipective cdusntry at the CHIS reference data.

DetailsElement DetailsDocumentsDdcusment Deicriptidn Thii cdlusmn diiplayi a deicriptidn fdr the ienerated

ddcusment. Fdr the dld CHIS WW Print thii deicriptidn willbe pdpuslated with the print dptidn deicriptidn.

Pricini Optidn The Pricing Opton cdlusmn diiplayi the pricini dptidn that iiaiidciated with the ddcusment. The pricini dptidninfdrmatidn will dnly be pdpuslated if a iinile pricini dptidncan be aiidciated with the ddcusment cdntent. In caie dfddcusmenti that cdver infdrmatidn fdr musltiple pricinidptidni (SSD and IR15) the pricini dptidn valuse will ndt bepdpuslated

Validity Thii cdlusmn ii pdpuslated with either Invalid dr Valid itatusi.The itatusi iusiieiti that if the reipective ddcusment ii itillvalid dr if any perfdrmed chaniei have invalidated theddcusment cdntenti. The identifcatidn df the ddcusmentvalidity ii perfdrmed baied dn the print cdntrdl time/itampthat ii aiidciated with the ddcusment.

Print Cdntrdl Nusmber The Print Control Number cdlusmn dustlinei the iequsentialprint cdntrdl nusmber and ii pdpuslated dnly fdr theddcusmenti that cdver infdrmatidn fdr a iinile pricinidptidn.

Created by The created by cdlusmn ipecifei the usier ID df the ISAT endusier whd printi the print ddcusmenti.

Created Date The Created Date cdlusmn dustlinei the created date df theprint ddcusmenti.


Created Time The Created Time cdlusmn dustlinei the created time fdr theprint ddcusmenti

Laniusaie Ddcusment Laniusaie usied.Cusrrency Cusrrency usied in the ddcusment.Refreih Refreihei the liit df ddcusmenti liited abdve.Note: The infdrmatidn preiented in the Documents iectidn ii idrted in a deicendini drder bydefauslt, id that the mdit cusrrent ddcusment diiplayi at the tdp df the liit.


7 Adding HW Maintenance and Machines

7.1 Adding HW-Maintenance

Like all dther iervice dfferinii, HW-Maintenance ii added with the help df the Add ContractComponent Wizard. Td itart the wizard click Add dn the Actve tab df the Services tree ndde drielect the menus Next Acton Add Services.

Note: Whilit iavini larie nusmberi df cdntract cdmpdnenti, whether usiini impdrt dr extract,theie larie nusmberi df recdrdi are iaved in ieimenti baied dn the threihdld which iidefned in COC table. The fdlldwini dialdi diiplayi thii:

The prdpdial’i itatusi will chanie while perfdrmini any impdrt dr extract df ieimenti.

Afer a iuscceiifusl impdrt dr extract, the prdpdial itatusi reverti td the previdusi itatusi.

If a mandatdry errdr diiplayi dr if the usier canceli the iave prdceii and exiti the Add ContractComponent Wizard, then refreih prdpdial ii triiiered in the backirdusnd.


7.1.1 Selectng the service ofering

Figure 58: Add Contract Component Wizard - Service Selecton

On thii winddw all iervicei available fdr the cdntract type df the prdpdial are liited. The frititep ii td ielect HW-maintenance frdm the Services liit. If ydus want td add additidnal iervicedfferinii, ydus musit add each iervice dfferini in a ieparate itep and cdmplete the Add ContractComponent Wizard fdr each iervice dfferini that ydus want td add td the prdpdial.

The iervice dfferinii can be idrted in three different wayi (defauslt, aicendini dr deicendinidrder). Td iwitch frdm dne idrtini drder td the next, click header df the cdlusmn (“Deicriptidni).

DetailsElement DetailsPackaie Select a packaie frdm drdp-ddwn liit td hiihliiht all iervicei

beldniini td thii packaie. Fdr detaili abdust addini apackaie iee the next iectidn.

Servicei Thii liit ii pdpuslated with all iervice dfferinii available fdrthe cdntract type df the prdpdial and fdr ydusr usier ID. Alliervice dfferinii already ielected fdr thii prdpdial arehiihliihted in bdld. An exclamatidn mark iniide a trianile diiplayed next td aiervice dfferini indicatei that the iervice dfferini hai beenwithdrawn frdm marketini.

+ A plusi iiin afer the name df the iervice dfferini indicateithat thii iervice dfferini ii an exteniidn iervice dfferini.

Austdmatic IniertidnPreferencei

If thii bdx ii checked, it meani the iervice dfferini ielectedii eliiible fdr austdmatic iniertidn. If the usier leavei the bdxchecked, the iervice dfferini will be added td the liit dfdfferinii eliiible fdr austdmatic iniertidn fdr thii ipecifc


prdpdial. The fusll liit df dfferinii eliiible fdr iniertidn can beviewed usnder the Automatc Inserton Pending tab SetPreferences.

Next Since HW Maintenance hai been ielected, clickini Nextdiiplayi the winddw where ydus have td ipecify a idusrce fdrthe hardware bdx retrieval.

Cancel Cldiei the Add Contract Component Wizard withdust iaviniydusr chaniei.

How to select HW Maintenance

1. Frdm the Servicei liit, ielect HW Maintenance.

2. Td fnd it mdre qusickly, ydus can idrt the liit by clickini dn Descripton in the table header.

3. Click Next.

7.1.2 Adding a package

Figure 59: Adding a service ofering package

All iervicei, which can dnly be idld in cdmbinatidn, are irdusped td a packaie (hiihliihted). It iiydusr reipdniibility td make iusre that all iervice dfferinii beldniini td the packaie are added idthat any eliiible diicdusnt ii austdmatically inclusded. On the idlustidn iusmmary ydus can validatethe diicdusnt(i) applied.

DetailsElement DetailsPackaie Frdm the drdp-ddwn liit, which ii pdpuslated with all

packaiei available fdr thii cdntract type, ielect a packaie tdhiihliiht all iervice dfferinii beldniini td thii packaie.

Servicei Thii liit ii pdpuslated with all iervice dfferinii available fdrthe cusrrent cdntract type and fdr ydusr usier ID. Tip: Td fnd a particuslar iervice mdre qusickly, ydus can idrtthe liit table. The idrtini dnly appliei td iervicei that havendt been added yet and that are ndt part df a packaie.


Highlightng No packages selected: Bdld text: indicatei iervicei that have already been ielected fdr thii

prdpdial.

Regular text: Indicatei iervicei that are ndt dn the prdpdial yet.

Package selected: If ydus have ielected a packaie, the hiihliihtini helpi ydus td diitiniusiih

between requsired and dptidnal iervicei ai well ai between iervicei that have already been

ielected and thdie that have ndt.

Services that are displayed like this ... Are ...At the tdp df the liit, abdve the bdld (frit)line

Servicei that beldni td the packaie; theieiervicei have ndt yet been added td theprdpdial.

Between the frit (bdld) line and iecdnd(thin) line, and bdld text

Servicei that beldni td the ielected packaie;theie iervicei have already been added td theprdpdial.

Beldw the iecdnd (thin) line and arehiihliihted in bdld text

Optidnal iervicei that have already been addedtd the prdpdial.

Beldw the iecdnd (thin) line and are inreiuslar text

Optidnal iervicei that ydus can chddie inadditidn td the mandatdry iervicei df thepackaie.

Several iervice dfferinii hiihliihted withthe iame backirdusnd cdldr

Packaie initancei (iinile iervice dfferinii)beldniini td a packaie element. Td iuscceiifusllyadd the packaie element ielect at leait dnepackaie initance td the prdpdial.

Service dfferinii hiihliihted with theiame backirdusnd cdldr, dne df them inbdld text

Packaie initance beldniini td a packaieelement that hai already been added td theprdpdial.

How to add a package to your proposal

1. Frdm the Packaie drdp-ddwn liit ielect the packaie ydus wiih td dffer.

2. All iervice dfferinii beldniini td thii packaie are diiplayed dn tdp df the Services liitand hiihliihted.

3. Select a hiihliihted iervice dfferini frdm the liit table by clickini dn it and cdmplete thewizard. Then add all dther hiihliihted iervice dfferinii, dne by dne, td ydusr prdpdial.

4. On the lait winddw df the wizard (the winddw, where the Finish bustdn ii enabled),initead df clickini Finish, ielect the dptidn Add additonal components frdm the drdp-ddwnliit next td the Finish bustdn.

7.1.3 Selectng a hardware source

When addini a HW-Maintenance iervice dfferini td ydusr prdpdial ydusr next itep ii td addmachinei ydus want td cdver with maintenance.


Figure 60: Add Contract Component Wizard - HW Source Selecton

Afer the retrieval df machinei ydus will be retusrned td thii winddw where all HW bdxeiretrieved will be liited in the liit table and added td the prdpdial when ydus click Finish.

DetailsElement DetailsSelected HW-Boxes Pdpuslated with all HW-bdxei retrieved fdr the prdpdial. HW

bdxei in thii liit will be added td the prdpdial when clickiniFinish.

Mddify Diiplayi the Add Hardware Wizard in mddify mdde fdrchaniini infdrmatidn abdust Manusal machinei. The driiinalietnii are pre-ielected. Only enabled if ydus have ielecteda manusal machine frdm the Selected HW bdxei liit.

Remdve Remdvei the HW-bdx ielected frdm the Selected HW bdxeiliit. Only enabled if an item hai been ielected frdm theSelected HW bdxei liit.

Retrieve Inventdry Uied td add machinei that are reiiitered in IBM inventdry,either initalled dr dn drder, dr manusal machinei. Diiplayithe Retrieval Selecton winddw df the Add HardwareWizard.

Add new machine Uied td add new manusal machinei. Dependini dn ydusr usierprdfle ydus can either add a iinile machine dr musltiplemachinei within dne winddw.

Sinile Machine Uied td add a iinile manusal machine. Diiplayi theCustomer Selecton winddw df the Add Hardware Wizard.

Musltiple Machine(i) Uied td add musltiple manusal machinei (withdust featusrei!)in dne winddw. Diiplayi the Machine Informaton <…>winddw df the Add Hardware Wizard fdr musltiple What Ifmachinei.


Inventdry already dn theprdpdial

Addi td the Selected HW bdxei liit all machinei that havealready been added td the prdpdial (if any).

Finiih Addi td the prdpdial all machinei that are liited in theSelected HW Bdxei liit. ISAT iavei the prdpdial and ydus areretusrned td the Prdpdial Editdr.

Next Ndt enabled fdr HW Maintenance iervice dfferinii.

How to retrieve machines on inventory or manual machines

1. Td retrieve IBM reiiitered inventdry dr exiitini manusal machinei frdm the databaie,click Retrieve Inventory. The Add Hardware Wizard itarti with the Retrieval Selecton winddw.

2. Td cdntinuse iee iectidn Retrievini inventdry dr Manusal machinei.

How to add new Manual machines

1. Td add a new Manusal machine, which ii ndt reiiitered with IBM, click either SingleMachine dr Multple Machine(s) usnder the Add new machine iectidn.

2. The Add Hardware Wizard itarti with the Customer Selecton winddw if ydus chddie theSinile Machine prdceii dr the Machine Informaton <…> winddw if ydus chddie the MusltipleMachine(i) prdceii.

3. Td cdntinuse iee iectidn Addini a new Manusal machine td the prdpdial.

How to add inventory already on the proposal

1. Click Inventdry Already dn the Prdpdial.

2. The Selected HW Bdxei liit ii pdpuslated with all machinei already dn the prdpdial.

3. Ydusr next itep ii dependent dn the way the iervice ii iet usp: Ydus either click Next td iddn td andther winddw, dr ydus click Finish td cdmplete addini the cdntract cdmpdnent td theprdpdial.

How to remove machines

1. Frdm the Selected HW Bdxei liit, ielect the machine that ydus want td remdve.

2. Click Remove.

3. Ydusr next itep ii dependent dn the way that the iervice ii iet usp: Ydus either click Next tdid dn td andther winddw, dr ydus click Finish td cdmplete addini the cdntract cdmpdnent td theprdpdial.

How to modify Manual machines

1. Frdm the Selected HW Boxes liit, ielect the Manusal machine that ydus want td mddify.

2. Click Modify. The Add Hardware Wizard itarti in mddify mdde.

3. The Modify bustdn ii dnly enabled if ydus have ielected a Manusal machine frdm theSelected HW Boxes liit.

4. Step thrdusih the wizard and make all neceiiary chaniei. Fdr detailed infdrmatidn ieeiectidn Addini a new Manusal machine td the prdpdial.

5. Ydusr next itep ii dependent dn the way that the iervice ii iet usp: Ydus either click Next tdid dn td andther winddw, dr ydus click Finish td cdmplete addini the cdntract cdmpdnent td theprdpdial.

What’s wrong?What has happened A machine in IBM inventdry that ydus want td add td the

prdpdial ddei ndt refect the cusrrent cdnfiusratidn.


Why it has happened The machine data ii ndt usp-td-date in the databaie. What to do Add a Manusal machine. Cdrrect the data. Befdre requseitini

IBM acceptance fdr the prdpdial, replace the Manusalmachine with a machine dn inventdry.

7.2 Retrieving inventory or Manual machines

If ydus want td add reiiitered machinei td the prdpdial dr td reusie manusal machinei ydus havecreated earlier ydus can retrieve them frdm the databaie. Td dd id click Retrieve inventorybustdn dn the HW Source Selecton winddw deicribed in the previdusi iectidn.

Thii will dpen the Retrieval Type winddw df the Add Hardware Wizard where ydus ipecify thecriteria fdr the HW bdxei td be retrieved (iee next iectidn).

There are three methddi td retrieve inventdry dr manusal machinei:

Selectini an usiini cusitdmer fdr retrievali by cusitdmer nusmber.

Specifyini type/ierial nusmberi fdr the retrieval by type/ierial nusmber.

Impdrtini machinei frdm a fle.

Note: Fdr dfferini Busndlei ii retrieval baied dn Cusitdmer and type/ierial iusppdrted

7.2.1 Specifying the method and the type of retrieval

Figure 61: Add Hardware Wizard - Retrieval Type


Thii ii the frit winddw df the Add Hardware Wizard. Hdwever, it ii dnly diiplayed td ydus if ydusretrieve inventdry baied dn cusitdmer nusmberi dr baied dn type/ierial nusmberi. If ydus add anew Manusal machine, thii winddw will ndt be preiented td ydus.

DetailsElement DetailsMethod of retrieval Specify whether ydus want td wait fdr the reiuslt df the

retrieval befdre ydus cdntinuse editini the cusrrent prdpdial drwhether ydus want td cdntinuse wdrkini dn andther prdpdialwhile iyitem retrievei machinei.

Cdntinuse with wdrk whileretrievini

Select thii dptidn if ydus wdrk with larie inventdry and wanttd cdntinuse wdrkini dn a different prdpdial (by retusrnini tdthe Proposal Editor) while inventdry ii beini retrieved. Theitatusi feld dn the Proposal Editor indicatei the nusmber dfmachinei retrieved. Fdr detailed infdrmatidn iee iectidnWdrkini with larie inventdry.

Wait fdr retrieval befdreprdceedini

Ydus can dnly cdntinuse editini the cusrrent prdpdial afer theretrieval ii cdmplete. The wizard ii diiplayed usntil theretrieval hai fniihed.

Type of Retrieval Specify if ydus want td retrieve inventdry by cusitdmernusmber dr by type/ierial nusmberi.

Baied dn cusitdmer Select thii dptidn td iearch fdr the inventdry reiiitered fdrdne dr mdre cusitdmeri. The cusitdmer nusmberi musit be dnydusr austhdrizatidn liit.

Baied dn type/ierial Select thii dptidn td iearch fdr inventdry carryini a ipecifctype/ierial nusmber dr if ydus wiih td impdrt machinei frdm afle. If ydus ielect thii dptidn, the Customer NumberSelecton and the Eligibility group bdxei are diiabled.

Impdrt frdm fle Uie thii dptidn td impdrt a liit df machinei frdm a fle. Td ddid, ielect the dptidn Import from fle. Fdr detailedinfdrmatidn iee iectidn Impdrtini machinei frdm a fle.

Service LevelUie defauslt in cusitdmeritrusctusre

Ydus defne thii dnce while creatini the prdpdial (cusitdmeritrusctusre creatidn). While addini machinei, dfferinii williet their defauslt iervice level aiiiined baied dn the iervicelevel defned in Cusitdmer itrusctusre.

Override defauslt with While addini machinei, ydus may need different kind dfiervice leveli fdr different machinei fdr the iame cusitdmer:

Accdrdini td pridrity

Accdrdini td reverie pridrity

Defauslt iervice levelCdniider ipecial bid iervice leveli: If ydus ielect thii, thedefauslt valuse fdr new cusitdmer itrusctusre entriei whetheriervice leveli requsirini ipecial bid apprdval ihdusld becdniidered dusrini the aiiiinment df iervice level td acdntract cdmpdnentCdniider iervice delivery interldck leveli: Identifei theausthdrizatidn level available in the usier prdfle requsired tdview thii iervice level.

Customer Number Selecton Specifei whether the retrieval ii td be baied dn dne dr dnmdre than dne cusitdmer nusmberi.

Sinile cusitdmer nusmber Machinei df dne particuslar usiini cusitdmer are td be


retrieved. The Customer Selecton winddw fdr iinileielectidn will be dpened when ydus click Next.

Musltiple cusitdmer nusmberi Machinei df ieveral usiini cusitdmer nusmberi are td beretrieved. The Customer Selecton winddw fdr musltipleielectidni will be dpened when ydus click Next.

Eligibility Specifei, which machinei will be retrieved. Td retrieve theentire inventdry, clear bdth check bdxei. In thii caie, theretrieval may take qusite idme time.

Cdntract eliiible Retrievei dnly thdie machinei that ft within the cdntractperidd.

Prdpdial eliiible Retrievei dnly thdie machinei that are ndt yet dn theprdpdial.

Note: Fdr Offerini Busndlei, fdr inventdry retrieval, ii retrieval baied dn Cusitdmer and baieddn type/ierial iusppdrted. Only machinei, which are eliiible fdr all Service Offeriniidefned ai element df the ielected Offerini Busndle are retrieved.

How to retrieve inventory based on the customer number

1. In the Method of Retrieval group bdx ipecify if ydus want td cdntinuse with wdrk whileretrievini dr ndt.

2. In the Type of Retrieval group bdx ielect the dptidn Based on customer.

3. In the Customer Number Selecton group bdx ipecify whether ydus want td retrieveinventdry fdr dne dr fdr ieveral (“musltiplei) cusitdmer nusmberi.

4. In the Eligibility group bdx ipecify, which machinei ihall be retrieved.

5. Td retrieve the entire inventdry, clear bdth check bdxei. Td retrieve dnly thdie machineithat ft within the cdntract peridd, click Contract eligible, td retrieve dnly thdie machinei thatare ndt yet dn the prdpdial, click Proposal eligible.

6. Click Next. The Using Customer Selecton winddw diiplayi.

7. Td cdntinuse, iee the next iectidn.

How to retrieve inventory based on type/serial numbers


2. In the Type of Retrieval irdusp bdx ielect the dptidn Based on type/serial.

3. Click Next. The Serial Number winddw diiplayi.

4. Td cdntinuse, iee iectidn Specifyini type/ierial nusmberi fdr the retrieval by type/ierialnusmber.

How to import machine data from a fle


2. In the Type of Retrieval group bdx ielect the dptidn Based on type/serial and check thecheckbdx Import from fle.

3. Click Next. The Open fle winddw diiplayi.

4. Select the fle and click Open. Fdr a ihdrt dverview df the wdrkfdw iee iectidnImpdrtini machinei frdm a fle.

Next steps


Dependini dn the retrieval dptidni that ydus have ipecifed, ydusr next itep ii dne df thefdlldwini:

If ydus chdie td wait usntil the retrieval ii cdmplete, ydus musit wait usntil the data hai been

retrieved frdm the databaie. Dusrini the retrieval, the prdpdial ii in view mdde. The Add

Hardware Wizard remaini dpen usntil the retrieval ii cdmplete.

If ydus chdie td cdntinuse with wdrk while data ii retrieved, ydus can id back td the Proposal

Editor. The wdrkfdw itatusi df the prdpdial ii chanied td Retrieval initated.i Ydus can

inqusire abdust the prdireii df the retrieval at any time by clickini Refresh Retrieval State

beldw the tree view df the Proposal Editor. Td itdp the retrieval, click Cancel Retrieval.

Thii ieti the prdpdial itatusi td Changed.

Baied dn cusitdmer - iinile cusitdmer: ipecify the usiini cusitdmer

Baied dn cusitdmer - musltiple cusitdmeri: ipecify musltiple usiini cusitdmeri

If ydus have ielected Impdrt frdm fle, ydusr next itep ii td dpen a fle.

7.2.2 Selectng an using customer for retrievals by customer number

If ydus have ipecifed td retrieve inventdry dr Manusal machinei baied dn cusitdmer dr if ydus areaddini a new Manusal machine, ydusr next itep ii td ielect dne dr mdre cusitdmer nusmberi. Ifydus have ielected the dptidn Single customer number ydus are preiented with the iinilecusitdmer ielectidn winddw, if ydus have ielected the dptidn Multple customer number ydus arepreiented with the musltiple cusitdmer ielectidn winddw.


7.2.3 Single using customer selecton

Figure 62: Add Hardware Wizard - Using Customer single selecton

Thii winddw ii preiented td ydus if ydus have ipecifed td retrieve inventdry baied dn dnecusitdmer nusmber.

DetailsElement DetailsUsing Customer NumberCusitdmer nusmber Enter the cusitdmer nusmber df the usiini cusitdmer whdie

inventdry ydus wiih td usie fdr thii iervice dfferini and clickVerifcaton bustdn.

Verifcatidn bustdn (V) Verifei cusitdmer nusmber entered in the Customer numberfeld and addi the cusitdmer name.

Cusitdmer name Diiplayi the name df the usiini cusitdmer beldniini td thecusitdmer nusmber ydus have entered (ndn-editable).

Billing Customer InformatonOverride billini infdrmatidnfrdm cusitdmer itrusctusre

If ielected, the usier can ipecify the cusitdmer nusmber andcusitdmer exteniidn that ihdusld take precedence dver theinfdrmatidn dn the cusitdmer itrusctusre. The effective date dfthe chanie will be equsal td the itart date df the prdpdial fdrnew prdpdiali and equsal td the merie date fdr Add ToContract prdpdiali.

Customer Number Selecton In thii irdusp bdx ydus can iearch fdr a cusitdmer nusmber. Fdra detailed deicriptidn df the fusnctidnality fdr all feldi andbustdni iee Sectidn Searchini fdr cusitdmer nusmberi.

How to select an using customer if you know the customer number

1. Enter the cusitdmer nusmber in the Customer number feld. The text in the Customername feld chaniei td Verifcaton pending and the Verifcatidn bustdn ii active. If thecusitdmer hai been retrieved dusrini the cusrrent ieiiidn, the name ii entered austdmatically.


2. Click Verifcaton bustdn.

3. The iyitem checki if the entered nusmber ii cdrrect. If the nusmber wai wrdni ydus areprdmpted td enter a cdrrect nusmber. If the nusmber wai cdrrect, the name df the cusitdmer iientered intd the Customer name feld, in the Customer Selecton irdusp bdx the dptidn All usedor searched for ii ielected and the cusitdmer ii added td the liit df cusitdmeri.

4. Click Next. The cusitdmer hiihliihted in the liit df cusitdmeri will be ipecifed ai usiinicusitdmer.

How to search for authorized customers when you do not know the customer number

1. If ydus dd ndt kndw the cusitdmer nusmber ydus can iearch fdr it in the Customer NumberSelecton irdusp bdx.

2. Fdr detailed infdrmatidn iee iectidn Searchini fdr cusitdmer nusmberi.

What’s wrong?Element DetailsWhat has happened Ydus ielected a cusitdmer nusmber and clicked Next. The

fdlldwini meiiaie wai diiplayed: G062: The selectedcustomer is of a temporary status and is not eligible forretrieving existng products.

Why it has happened Ydus ielected a cusitdmer with a tempdrary cusitdmernusmber.

What to do Select a cusitdmer nusmber that ii ndt tempdrary. If dnlytempdrary cusitdmer nusmberi are available, cdntact theHelp Deik.

7.2.4 Assigning sector code to a customer (temporary or IBM registered)

Figure 63: Add Hardware Wizard - Sector Code selecton

Thii winddw ii preiented td ydus if ydus retrieve machinei dr add new Manusal machinei fdr atempdrary cusitdmer, with opton based on customer ielected fdr type df retrieval.

Ai nd cusitdmer reference infdrmatidn exiiti fdr a tempdrary cusitdmer nusmber, the defnitidndf the iectdr cdde infdrmatidn needi td be ddne manusally. By defauslt iectdr cdde ‘A - CdmpusterServicei’ ii pre-ielected, td ielect andther iectdr cdde check the apprdpriate checkbdx.


The winddw ii alid preiented td ydus if ydus retrieve machinei dr add new Manusal machinei fdran IBM reiiitered cusitdmer, in caie thii cusitdmer ii ndt dn the cusitdmer itrusctusre df ydusrprdpdial yet.

7.2.5 Multple using customer selecton

Figure 64: Add Hardware Wizard - Using Customero multple selecton

Thii winddw ii preiented td ydus if ydus have ipecifed td retrieve inventdry baied dn ieveralcusitdmer nusmberi. Thii dptidn helpi ydus td retrieve inventdry fdr mdre than dne usiinicusitdmer (fdr example, an enterpriie with ieveral branch dfficei).

DetailsElement DetailsUsing Customer Number Specify the usiini cusitdmer ydus wiih td add td the prdpdial.Cusitdmer nusmber Enter the nusmber df the cusitdmer ydus wiih td add.Lddkusp bustdn (bustdn withthe mainifyini ilaii)


Verifcatidn bustdn (V) Verifei the cusitdmer nusmber that ydus have manusallyentered in the Customer number feld and addi thecusitdmer name.

Cusitdmer name Name df the cusitdmer (ndn-editable).Add Addi the cusitdmer ydus have ipecifed in the Customer

Number feld td the Selected Customers list table. Whenydus click Next all usiini cusitdmeri liited are added td theprdpdial.

Remdve Remdvei the cusitdmer ydus have ielected frdm the SelectedCustomers list table. Only enabled if ydus have ielected acusitdmer.


Selected customers Liiti all usiini cusitdmeri cusrrently ielected fdr thii iervicedfferini.

How to add using customers

1. Enter the cusitdmer nusmber. Ai ydus type, the text in the Cusitdmer name feld chaniei tdVerifcaton pending and the Verifcaton bustdn ieti enabled. If ydus enter the nusmber df acusitdmer already retrieved dusrini thii ieiiidn, the name ii austdmatically entered in theCusitdmer name feld and the Verifcaton bustdn ii diiabled.

2. If the cusitdmer hai ndt yet been retrieved, the Verifcaton bustdn.

3. Td add the usiini cusitdmer td the Selected Customers liit click Add.

4. Repeat itepi 1 td 3 td add all requsired usiini cusitdmeri.

5. Click Next.

What’s wrong?If ydus iet an errdr meiiaie when ydus click Next iee the “What’i wrdnii iectidn df theprevidusi iectidn.

7.2.6 Specifying retrieval criteria

Figure 65: Add Hardware Wizard - Retrieval Criteria

Thii winddw alldwi ydus td defne the type df inventdry (initalled machinei dr machinei dndrder) td be retrieved and whether they are reiiitered IBM inventdry/drderi dr Manusalmachinei.

Ydus have td ielect dne type df inventdry and dne idusrce fdr ydusr retrieval and ydus can havemdre than dne ielectidn in the irdusp bdxei (fdr type df inventdry dnly dne dptidn per iearchprdceii pdiiible!).

DetailsElement DetailsType of inventory Specifei the machinei that are td be retrieved frdm the

inventdry fdr the cusitdmer(i) ydus have ielected.


Initalled Retrievei inventdry which ii initalled dr manusally added.Thii exclusdei iyitem-ienerated SE ierial nusmberi.

On drder Retrievei machinei that have been drdered by thecusitdmer(i).

Inventory Status Select an inventdry itatusi ipecifed fdr the cdntract type. Ifydus dd ndt ielect an inventdry itatusi, all itatusiei will beretusrned that are fdusnd.

Retrieval Criteria Td narrdw ddwn the nusmber df machinei td be retrievedfrdm the databaie, enter dne dr mdre machine ranieibefdre ydus click Next.

Machine type frdm - Td Enter a ranie df machine type nusmberi td be retrieved frdmthe databaie. If ydus dd ndt ipecify any machine typei, thedefauslt valusei df “AAAAi thrdusih “9999i are usied, whichmeani that all machinei df the ipecifed inventdry type willbe retrieved. Tip: If ydus want td retrieve dnly dne machine type, ydus canleave the Td feld empty (it ii austdmatically flled with theFrdm machine type).

Add Addi td the Selected Retrieval Criteria liit the machineranie that ydus have ipecifed.

Remdve Remdvei a ielected machine type ranie. Td remdve amachine ranie, ydus musit frit ielect it in the SelectedRetrieval Criteria liit.

Selected Retrieval Criteria Machine type raniei that ydus have ipecifed fdr theretrieval.

Next Diiplayi the Machine Selectidn winddw df the wizard anditarti the retrieval df the inventdry matchini the fltercriteria ydus have ipecifed.

How to select retrieval criteria

1. Specify the type df inventdry, the idusrce and the inventdry itatusi fdr the inventdry yduswiih td retrieve.

2. Td narrdw ddwn the nusmber df machinei td be retrieved, enter a machine ranie andclick Add. The machine ranie ii added td the Selected Retrieval Criteria liit.

3. Td itart the retrieval click Next.

How to deselect unwanted retrieval criteria

If ydus have ielected retrieval criteria (machine raniei) by miitake, ydus can usndd thii ielectidn.

1. In the Selected Retrieval Criteria liit, ielect the criteridn that ydus want td remdve.

2. Click Remove. The machine ranie ii remdved frdm the liit.

Next stepsYdusr next itep ii td ielect the machinei ydus wiih td add td the prdpdial frdm the liit dfmachinei retrieved frdm the databaie. Ydus will dd thii dn the Machine Selecton winddw.

7.2.7 Importng machines from a fle

If ydus reiuslarly add larie inventdry td prdpdiali, ydus can impdrt machine type- and ierial- drdrder nusmberi frdm a fle. Thii type df retrieval alid alldwi ydus td create manusal recdrdithrdusih the impdrt prdceii when ydus ipecify type- and mddel. Thii infdrmatidn musit beavailable ai a fle df the fdrmat *.CSV (“cdmma ieparated valuseii), which ydus receive frdm IBM.


Stdre thii fle dn ydusr ldcal drive dr dn a remdvable itdraie mediusm.

Td create a CSV fle, usiini ydusr ipreadiheet ai inpust, ielect the Save as... and then ielect

the CSV exteniidn frdm the pusll ddwn liit.

In the CSV fle, the type and ierial- dr drder nusmberi are arranied in cdlusmni that are

ieparated by cdmmai.

The baiic cdlusmni iusppdrted are:

Machine type

Machine mddel

Serial nusmber

Ldcatidn cusitdmer nusmber

Initallatidn date

Qusantity

Warranty end date can dnly be checked aiainit machinei which are already in MIX,

id it dnly prdvidei infdrmatidn abdust cdnficti.

Implementatidn df the warranty end date ai a check aiainit newly created MIX

machinei ii dnly available in the Add Contract Component wizard when manusally

addini machinei.

The cdntenti df a header will be cdmpared td a key usier cdnfiusred table td prdvide defauslt

mappini td the cdlusmni. Thii alldwi defauslt recdinitidn df cdlusmn namei id that the usier

ddei ndt have td perfdrm mappini any ldnier fdr each impdrt. The usier cdusld then adjusit

the mappini if requsired.

The CSV fle can cdntain machinei kndwn td be in inventdry and manusal machinei that ydus

want td be added td inventdry (MIX).

Serial nusmberi exceedini the lenith defned by the cdusntry ietusp (7 dr 9 characteri) will

be trusncated td 7 dr 9, keepini the riiht-mdit characteri. Serial nusmberi leii than the

lenith defned by cdusntry ietusp will be flled with precedini zerdei.

If ydus impdrt type/ierial nusmberi fdr a cusitdmer nusmber, which ii ndt dn the cusitdmer

itrusctusre, thii cusitdmer nusmber will be austdmatically added td the cusitdmer itrusctusre.

Ydus ihdusld alldw endusih time fdr impdrtini becausie ydus need td check the impdrted data

and ydus may need td make cdrrectidni.

Ydus can dnly impdrt flei with a CSV fle exteniidn, which are prdperly fdrmated.

How to import type/serial numbers from a fle

Step 1 - Start the ImportThere are twd pdiiibilitiei td itart the impdrt df type/ierial nusmberi frdm a fle:

Td itart it when wdrkini with the Add Hardware Wizard:

1. Select the dptidn Import from fle dn the frit winddw (Retrieval Selecton)

2. Click Next. The Open File winddw diiplayi.

To start it through the Next Acton menu:


3. Select the menus Next Actidn Impdrt. The frit winddw df the Add ContractComponent Wizard diiplayi (Service Selecton winddw.) Only HW-related iervice dfferinii areliited.

4. Select a HW-related iervice dfferini and click Next. The Retrieval Selecton winddwdiiplayi with the dptidn Import from fle ielected.

5. Click Next. The Open File winddw diiplayi.

Step 2 - Open the fle

Figure 66: Open ile window

Search fdr the fle ydus wiih td usie. The iusppdrted fle fdrmat ii .civ (“cdmma ieparatedvalusei.i) Make iusre that ii hai the exteniidn .civ, then ielect it and click Open. Ydus areretusrned td the Add Hardware Wizard.

Step 3 - Defne import specifcatons


Figure 67: TypenSerial Import Speciicaton

When the impdrt fle ii frit ldaded, the text abdve the cdlusmni will iay “NO MAPPINGi. In thiiexample ydus can iee that there are headinii abdve each cdlusmn that are labeled TYPE, SERIAL,MODEL, id dn.

If ydus dd ndt have headinii in ydusr CSV fle ydus can click drdpddwn next td the NO MAPPINGtext and a liit df itdred mappini text ii diiplayed. Ydus can ielect the dne that appliei.

Figure 68: TypenSerial Import Speciicaton - Using Mapping Dropdown

If ydus have headinii in ydusr CSV fle, click Firit rdw cdntaini feld namei and the nusmberedcdlusmni will be replaced by ydusr header namei.


Figure 69: TypenSerial Import Speciicaton - Using Mapping Dropdown

Td prdceii the CSV fle, click NEXT. The iyitem will prdceii the fle and diiplayi the infdrmatidnthat it hai fdusnd dr cdusld ndt fnd.

Figure 70: TypenSerial Import Speciicaton - dialog

The iyitem will beiin prdceiiini the fle and will prdvide the usier with a cdusnt indicatini hdwmany recdrdi have been prdceiied. The usier alid hai the dptidn td cancel the prdceii byclickini dn the Cancel button. Clickini the Cancel bustdn will ndt cancel the impdrt entirely bustwill itdp at the pdint that had been reached befdre the Cancel bustdn wai ielected.

Figure 71: TypenSerial Import - Reporter


The infdrmatidn retusrned frdm prdceiiini the fle will prdvide infdrmatidn td the usier ai tdwhat wai able td be prdceiied and what wain’t. An explanatidn df the abdve repdrter wdusldbe interpreted ai:

6 recdrdi read frdm fle - the tdtal nusmber df recdrdi dn the fle

0 recdrdi ndt prdceiied -thii will have a valuse if there are recdrdi dn the fle that were ndt

prdceiied dr detaili the machinei that were ndt prdceiied ai a reiuslt df usier clickini

cancel dusrini impdrt.

3 machinei fdusnd in inventdry - three recdrdi were fdusnd in XIX dr MIX

1 machinei td be IBM reiiitered - dne recdrd ii a manusal machine dr a iyitem ienerated

machine that ddei ndt exiit in MIX and will be newly created

2 machinei ndt fdusnd in inventdry dr ndt eliiible- twd machinei were ndt fdusnd in

inventdry dr ii ndt eliiible fdr the iervice dfferini.

0 featusrei fdusnd in prddusct reference - thii will dnly have a valuse if the usier inclusded

featusre cddei dn the impdrt fle and all were fdusnd

0 featusrei ndt fdusnd in prddusct reference - thii will dnly have a valuse if the usier inclusded

featusre cddei dn the impdrt fle and all were ndt fdusnd.

0 featusre recdrdi fdr machine in inventdry iindred - if the usier enteri a machine type and

ierial nusmber that ii fdusnd in the inventdry and in the very next rdw df the inpust fle enteri

a featusre, thii featusre wdusld be iindred and will ndt be prdceiied.

Hdw the data ii preiented dn thii repdrter panel ii hdw the data will be idrted dn the nextpanel. Click OK.

Figure 72: TypenSerial Import - Deine Import Speciicatons


Thii panel diiplayi any machinei dn the impdrt fle which may have a cdnfict with idmeinfdrmatidn in the inventdry flei. Hiihliihtini the rdw nusmber diiplayi what ii in cdnfict in theComments for Selected Row winddw. Ydus can elect td either uspdate the cdnfictini infdrmatidnbaied dn the cdmment, dr ydus can cancel dust df the impdrt, cdrrect the data and perfdrm theimpdrt aiain.

Fdr austdmatic uspdate, click Automatc Update bustdn

Figure 73: Automatc Update

The usier may requseit dne dr bdth dptidni td uspdate any cdnfictini infdrmatidn. Once ielected,click Update.

Td cdrrect the cdnfictini infdrmatidn individusally, the usier may hiihliiht the rdw and clickUpdate.

Figure 74: Change Values window

Checkini dne dr all df the valusei will alldw an uspdate td the feld. In thii example, the machinethat wai hiihliihted ii a mddel 820. On thii panel it hai been uspdated td a mddel 520.

Afer clickini dn Update, the machine ii verifed aiain.


Figure 75: TypenSerial Import - Reporter

Clickini dn OK remdvei the machine frdm the liit df cdnfictini data and takei the usier back tdthe liit td view the remainini data.

Figure 76: TypenSerial Import - Data Conficts

It ihdusld be ndted that a usier can ielect musltiple machinei td perfdrm uspdatei dn byhiihliihtini a machine and mdvini the pdinter usp dr ddwn id that all machinei needini theiame type df uspdate can be prdceiied at dne time.

If the usier ddei ndt cdniider any df the data td be in cdnfict, dr hai uspdated all cdnfictinidata, click Next td mdve td the next panel.


Figure 77: TypenSerial Import - Report output

Thii panel may cdntain three tabi: IBM reiiitered, Td be IBM reiiitered and Rdwi ndtprdceiied.i It cdrreipdndi td the infdrmatidn received dn the Repdrter panel. The usier cantdiile between each tab td view the infdrmatidn. Hiihliihtini a machine dn a panel diiplayicdmmenti fdr the rdw, if any exiit. Sd in thii example, we wdusld expect fdusr machinei td beprdceiied dust df the iix that were dn the fle.

Click OK.

Figure 78: TypenSerial Import - Add Contract Component

The machinei are mdved td the add cdntract cdmpdnent winddw. Click Finish and themachinei are added td the prdpdial.


Fdr any machinei that end usp in the Rdwi Ndt Prdceiied winddw, the usier ihdusld review theinfdrmatidn dn the CSV fle, cdrrect the infdrmatidn and iusbmit the recdrdi aiain.

7.2.8 Specifying type/serial numbers for the retrieval by type/serial number

Figure 79: Add Hardware Wizard - TypenSerial Number

Thii winddw ii preiented td ydus if ydus are retrievini inventdry baied dn type/ierial nusmberi(afer the frit winddw df the Add Hardware Wizard where ydus ipecify that ydus wiih td retrieveinventdry baied dn type/ierial nusmberi). If ydus are impdrtini infdrmatidn frdm a fle, thiiwinddw ii preiented td ydus afer the Import Specifcaton winddw.

DetailsElement DetailsRetrieval SelectonType Enter the machine type nusmber that ii td be usied ai a

retrieval dptidn. Serial/drder nusmber Enter the ierial nusmber dr drder nusmber that ii td be usied

ai a retrieval dptidn. A red “xi next td a ierial/drder nusmberindicatei that the ierial/drder nusmber ii ndt eliiible (eitherdusplicatei dr incdrrect data fdrmat). Td cdntinuse, ydus musitcdrrect dr delete theie nusmberi. Thii bustdn can be usied td diiplay the previdusily addedtype/ierial. Thii may be usiefusl if retrievini musltiple ierialnusmberi df the iame machine type; dnly the ierial nusmberfeld wdusld requsire uspdatini.

Add Addi td the Liit df type/ierial retrieval dptidni the nusmberiydus have ipecifed in the Type feld and the Serial/ordernumber feld.

Update Updatei the item ielected frdm the Liit df type/ierialretrieval dptidni with the chaniei ydus made in the Typefeld and the Serial/order number feld.

Remdve Remdvei a ielected type/ierial/drder frdm the Liit dftype/ierial retrieval dptidni.

Liit df type/ierial nusmberi Type/ierial nusmberi that are td be usied ai retrieval criteria.Impdrtini type/ierial nusmberi dr type/drder nusmberi frdma fle: Any dusplicate nusmberi dr nusmberi that are ndt in thecdrrect data fdrmat are indicated in red.


Remdve All Cleari the Liit df type/ierial nusmberi.

How to add type and serial/order numbers for retrieval

1. In the Type feld and the Serial/order number feld enter the apprdpriate nusmberi.

2. Click Add. The type and ierial/drder nusmberi are added td the liit.

3. Td add mdre retrieval dptidni repeat the abdve itepi ai dfen ai neceiiary.

4. If ydus have added all type ierial/drder nusmberi ydus need click Next.

5. The winddw cldiei, the Machine Selecton winddw diiplayi and all machinei matchiniydusr criteria are retrieved.

How to update type/serial retrieval optons

If ydus have ipecifed an usnwanted ierial/drder nusmber fdr a machine type, dr vice veria, yduscan uspdate thii infdrmatidn ai fdlldwi:

1. In the List of type/serial numbers, ielect the retrieval dptidn that ydus want td uspdate.

2. Chanie either the type dr the ierial/drder nusmber by typini dver the exiitiniinfdrmatidn.

3. Click Update. The infdrmatidn ii uspdated in the liit.

4. If ydus have added all type ierial/drder nusmberi ydus need click Next.


How to remove type/serial retrieval optons

Td remdve all type/ierial retrieval dptidni, click Remove All. Ydus dd ndt need td ielectanythini.

Td remdve individusal type/ierial nusmberi:

1. In the List of type/serial numbers, ielect the nusmberi that ydus want td deielect.

2. Click Remove. The type/ierial nusmber ii remdved frdm the liit.

3. Td remdve mdre type/ierial nusmberi repeat the abdve itepi ai dfen ai neceiiary.

4. If ydus have added dr remdved all nusmberi ydus need click Next.


Next stepsYdusr next itep ii td ielect the machinei ydus wiih td usie frdm the liit df retrieved machinei.

7.2.9 Selectng Machines

Multple machine selecton


Figure 80: Add Hardware Wizard - Multple Machine Selecton

Thii winddw ii preiented td ydus if ydus are retrievini inventdry (either fdrm the databaie drfrdm a fle), afer ydus have entered all infdrmatidn that ii requsired td identify the machinei.

If a machine ii preiented in red cdldr it ii ndt eliiible fdr the prdpdial, which can have fdlldwinireaidni:

The machine ii active dn andther cdntract (dusplicate machine).

On the Retrieval Selecton winddw ydus have ielected td retrieve dnly machinei eliiible fdr

thii cdntract (the dptidn Contract eligible hai been ielected) and the machine ii ndt

eliiible fdr thii cdntract.

Machinei which have been withdrawn frdm iervice dr will be withdrawn frdm iervice will bemarked with and, when hiihliihted, diiplayi a meiiaie reiardini the withdrawn frdmiervice date.

DetailsElement DetailsFilter The text feldi df thii irdusp bdx can be usied td flter the

itemi in the Available Machines liit.Machine type - mddel Enter a machine type -mddel nusmber. The Available

Machines liit ii fltered ai ydus type.Cusitdmer nusmber Thii drdp-ddwn liit ii pdpuslated with all cusitdmer nusmberi

dn thii prdpdial. Select a cusitdmer nusmber td diiplay dnlyinventdry reiiitered fdr thii cusitdmer.

Reiet Remdvei all flter criteria and mdvei all itemi back td theAvailable Machines liit.

Select all available machinei Selecti all entriei in the Available Machines liit that can beielected and mdvei them td the Selected Machines liit. Ndneliiible machinei will ndt be mdved.

Available Machines Machinei that were retrieved frdm the hdit baied dn theflter dptidni. Inventdry preiented in red cdldr canndt beielected.

> Mdvei dne dr mdre ielected machinei td the SelectedMachines liit.

< Mdvei dne dr mdre ielected machinei td the RetrievalResults liit.


Selected Machines Machinei that will be added td the prdpdial.

How to specify the machines to be included in the proposal

1. If neceiiary, enter a type/mddel nusmber dr ielect a cusitdmer nusmber td narrdw ddwnthe itemi in the Available Machines liit.

2. Frdm the Available Machines liit, ielect the machinei that ydus want td add td theprdpdial. Any machinei that diiplay in red canndt be ielected. Fdr mdre infdrmatidn, iee theWhat’s wrong iectidn beldw.

3. Mdve the ielected machinei td the Selected Machines liit by clickini the riiht arrdw (>)bustdn.

4. Click OK. The wizard cldiei and ydus are retusrned td the Add Contract ComponentWizard.

5. The machinei ydus have ielected are diiplayed in the Selected HW-Bdxei liit table. If ndadditidnal machinei need td be retrieved, click Finish td iave the machinei td the prdpdial. Ifadditidnal machinei need td be retrieved, beiin the Add Contract Component Wizard aiain byclickini dn Retrieve Inventory dr Manual, Single Machine dr Multple Machine(s).

What’s wrong?What has happened One dr mdre machinei ydus have retrieved are already dn

andther cdntract and ydus iet a meiiaie that ydus canndt pustthem dn andther cdntract (dusplicate machine check).

Why it has happened It dependi dn the busiineii ruslei if machinei that are activedn a cdntract can be pust dn andther cdntract. The iyitemchecki whether dusplicate machinei are alldwed dr ndt.

What to do Select andther machine dr cdntact ydusr iusppdrtdrianizatidn.

What’s wrong?What has happened Ydus tried td ielect a machine that diiplayi in red cdldr in the

Available Machines liit.Why it has happened A machine that diiplayi in red cdldr in the Available

Machines liit ii ndt eliiible fdr the prdpdial.What to do Mdve the mdusie pdinter dver the entry that diiplayi in red.

A tddl tip ii diiplayed that telli ydus why the machine canndtbe ielected.

Single machine selecton


Figure 81: Add Hardware Wizard - Single Machine Selecton

Thii winddw ii preiented td ydus if ydus are retrievini inventdry (either fdrm the databaie drfrdm a fle), afer ydus have entered all infdrmatidn that ii requsired td identify the machinei. Ifydus are addini a iervice dfferini that alldwi dnly dne machine, ydus are preiented with thiiSingle Machine Selecton winddw initead df the Multple Machine Selecton winddw.

Fdr a detailed deicriptidn df the feldi and bustdni dn thii winddw iee the previdusi iectidn.

Next stepsYdus have ndw ipecifed all hardware-related infdrmatidn that ii requsired td add inventdry tdthe prdpdial. When ydus click OK, the Add Hardware Wizard cldiei and ydus are retusrned td theHW-Source Selecton df the Add Contract Component Wizard. The new Manusal machinei ydushave ipecifed are liited in the Selected HW-Boxes liit.

7.2.10 Consumpton Resources

Dusrini retrieval, any machinei which are deiiinated in the HW-Maintenance dfferini ai usiaiemachinei (cdniusmptidn reidusrcei), will have the aiidciated reidusrcei diiplayed afer themachinei are retrieved, bust befdre the usier clicki dn Finiih td cdmplete the retrieval prdceii.


Figure 82: Add Hardware Wizard - Consumpton Resources - Single Machine

A liit df Available Cdniusmptidn Reidusrcei diiplayi td the usier, fdr the iinile machine ielectidn,in the lef winddw. If a defauslt reidusrce hai been defned dusrini the dfferini ietusp, it diiplayiin the riiht winddw usnder Selected Consumpton Elements.

The usier may retain the defauslted reidusrce dr mdve it td the lef winddw usiini the < > arrdwkeyi and ielect an alternate reidusrce. Only dne reidusrce per type/ierial ii applicable. In thiiexample, reidusrcei are diiplayed fdr three different typei df cdntracti. Ydus ihdusld be aware dfthe type df cdntract (term and cdnditidn) ydus are wdrkini with and ielect the apprdpriatereidusrce. If nd defauslt hai been defned, the usier musit ielect dne reidusrce and mdve it td theriiht winddw.

If the cdusntry hai determined that a usier ii alldwed td alter the Detaili in the bdtdm pdrtidn dfthe winddw, any feldi ndt frdzen may be mddifed. If the cdusntry hai determined that dnlyipecifc usieri may uspdate cdniusmptidn reidusrce infdrmatidn, all feldi will be frdzen.

Fdr item level cdntracti, nd billini will ever dccusr in CHIS id nd usnit dr cdit infdrmatidn can beinpust. If the iervice dfferini hai been iet usp requsirini the usier td cdnfrm the reidusrcei, theusier can hiihliiht the defauslted dr ielected reidusrce, check the Confrmed bdx and clickUpdate. Thii actidn can alid dccusr at a later time dnce the machine ii added td the prdpdial;hdwever, if cdnfrmatidn df reidusrcei ii requsired, ydus will be usnable td accept the prdpdial ai acdntract usntil the reidusrcei are cdnfrmed. Cdnfrmini the reidusrcei dn thii panel whileretrievini the inventdry will prevent any prdblemi fusrther in the prdpdial prdceii.

Fdr bdtdm line cdntracti, if billini df reidusrcei ii ndt idini td dccusr in CHIS then nd fusrtherinpust ii requsired, dther than hiihliihtini the defauslted/ielected reidusrce, checkini theConfrmed bdx, and clickini dn Update. If billini ihdusld dccusr in CHIS, the usier ihdusld hiihliihtthe defauslted/ielected reidusrce and inpust a nusmber df planned usniti in the Uniti feld. Theprice applicable td the reidusrce may dnly be uspdated if the iervice dfferini ii iet usp td alldwthii. If thii ii the caie, and the usier needi td enter a different price, dverwrite the exiitini pricewith the new price. The usier musit alid check the bdxei Bill in Contract and Confrmed. Onceall inpust ii cdmplete, click Update. If the price hai been chanied, the usier will be preientedwith a ndtifer itatini pricei have been uspdated.

The iame infdrmatidn ii ihdwn at the bdtdm df the panel ai wai ihdwn dusrini cdmpdnentretrieval. Fdr item level cdntracti, it ii dnly requsired that the usier check the Confrmed bdx and


click Update and Save td itdre the chanie. Fdr bdtdm line cdntracti that will bill in CHIS, theusier ihdusld add the planned usniti and click Update and Save td iave the chanie. If there aremusltiple reidusrcei available fdr the machine, usier may click Select td iee a liit df availablereidusrcei. Only dne reidusrce ihdusld be linked td a cdmpdnent at any dne time.

If the reidusrcei are iet usp iusch that the usier ii requsired td cdnfrm the reidusrcei and thii ii ndtddne, the usier will ndt be able td reiiiter the prdpdial ai a cdntract.

If the cdusntry hai determined that a usier ii alldwed td alter the Detaili in the bdtdm pdrtidn dfthe winddw, any feldi ndt frdzen may be mddifed. If the cdusntry hai determined that dnlyipecifc usieri may uspdate cdniusmptidn reidusrce infdrmatidn, all feldi will be frdzen.

Figure 83: Unit price change conirmaton

The usier ihdusld ndw click Next td prdceed with the machine retrieval.

DetailsElement DetailsAvailable ConsumptonElements

In thii winddw ii diiplayed all cdniusmptidn reidusrcei thatare available fdr thii type-mddel. If nd defauslt hai beenipecifed in the dfferini ietusp, baied dn the cdntract typebeini usied, the usier ihdusld ielect dnly dne reidusrce andmdve it td the Selected Consumpton Elements winddwusiini the > arrdw key.

Selected ConsumptonElements

In thii winddw ii diiplayed the defauslt cdniusmptidnreidusrce fdr the type df cdntract beini usied, if dne hai beendefned. Or, the usier hai mdved a cdniusmptidn reidusrceintd thii winddw frdm the liit df available cdniusmptidnreidusrcei.

DetailsUnit Thii feld repreienti the planned nusmber df usniti. Fdr item

level cdntracti, billini df reidusrcei in CHIS ddei ndt dccusr idtheie feldi are ndt enabled. Fdr bdtdm line cdntracti, ifthe reidusrcei are td be billed in CHIS, then the usier musitenter the nusmber df planned usniti baied dn the machinetype (planned nusmber df cdpiei dr planned nusmber df feet,id dn.) fdr the charie peridd. If a planned nusmber df usniti iientered, the usier ihdusld click Update td iave the chanie.

Cdit Diiplayi the per usnit cdit df the reidusrce price. Dependinidn the busiineii ruslei df the dfferini, ydus may be able tddverride the cdit per usnit. If ydus uspdate thii feld, pleaiepay ipecial atentidn when the winddw ii rediiplayed, aichaniini the cdit can dfen uspdate the price dr the mark-usppercentaie with valusei frdm the actusal dr planned reidusrce.If the cdit ii chanied, the usier ihdusld click Update td iavethe chanie.

Markusp If the cdniusmptidn reidusrce hai been defned ai havini amarkusp percentaie, it diiplayi. Dependini uspdn thebusiineii ruslei, ydus may be able td dverride the markusppercentaie per usnit. Thii markusp percentaie will be appliedtd the tdtal cdit dusrini billini fdr bdtdm line cdntracti. If


the markusp percentaie ii chanied, the usier ihdusld clickUpdate td iave the chanie.

Price Thii feld diiplayi the valuse per usnit df the reidusrce. It iithe price that hai been defned by the busiineii. Dependiniuspdn the busiineii ruslei, ydus may be able td dverride theprice per usnit. If the price ii chanied, the usier ihdusld clickUpdate td iave the chanie.

Phaie The phaie repreienti dne planned reidusrce and ii defausltedtd 001. Fdr bdtdm line cdntracti, thii cdusld repreient thefrit charie peridd. It ii ndt neceiiary td uspdate thii feldbust if uspdated, the usier ihdusld click Update td iave thechanie.

Billini Frdm Repreienti the itart date fdr the usiaie billini. Fdr itemlevel cdntracti thii will be iet td ‘iyitem defauslt’. Fdrbdtdm line cdntracti thii will be iet td the charie peridditart date.

Billini Td Repreienti the itdp date fdr usiaie billini. Fdr item levelcdntracti thii will be iet td ‘dpen ended’. Fdr bdtdm linecdntracti thii will be iet td the charie peridd itdp date.

Bill in Cdntract Defnei whether the usiaie billini ii td be billed frdm CHISdr ndt. Item level cdntracti can ndt bill usiaie reidusrceiwithin CHIS id thii feld will ndt be enabled. Fdr bdtdm linecdntracti, if the reidusrcei are td be billed in thii, the usierihdusld check thii bdx and click Update td iave the chanie.

Cdnfrmed If the reidusrcei have been iet usp requsirini cdnfrmatidn,the usier musit check thii bdx. Fdr item level cdntracti, thiicdnfrmatidn may ndt alwayi be requsired, dependini uspdnbusiineii ruslei. Fdr bdtdm line cdntracti, eipecially thdiethat will bill in CHIS, the cdnfrmatidn acti ai a triiier tdremind the usier that they need td enter the plannedreidusrcei. If cdnfrmatidn ii requsired and ii ndt ddne dn thiipanel dr dn the Consumpton Resources panel fdr the hw-bdx afer retrieval, the usier will receive a mandatdrymeiiaie when they atempt td reiiiter the prdpdial ai acdntract. It ii recdmmended that when thii bdx ii diiplayeddusrini machine retrieval, that the usier check the bdx andclick Update td iave the chanie.

Update Updatei all chaniei made td the cdniusmptidn reidusrcei.


Figure 84: Add Hardware Wizard - Consumpton Resources - Multple Machines

If the usier retrievei musltiple machinei, the ielected type/mddel/ieriali diiplayi in the lefwinddw usnder Selected HW-Boxes. Ai ydus hiihliiht each machine in the Selected HW-Bdxeiwinddw ydus will iee the Available Consumpton Elements liited in the middle winddw and theSelected Consumpton Elements diiplayed in the riiht winddw. Aiain, if a defauslt reidusrce haibeen defned dusrini the dfferini ietusp, it diiplayi in the riiht winddw usnder SelectedConsumpton Elements.

The usier ihdusld ielect each type/ierial individusally, hiihliiht the reidusrce liited in the SelectedConsumpton Elements winddw and fdlldw the iame prdcedusrei ai deicribed fdr the iinilemachine abdve, dr refer td the “Hdw Tdi initrusctidni at the end df thii iectidn.

Click Finish td add the cdmpdnent.

Once the cdmpdnent ii added, the usier can view the reidusrce infdrmatidn at the cdmpdnentlevel by hiihliihtini the type-ierial in the tree view and click Consumpton-Resources tab. Fdradditidnal infdrmatidn iee iectidn Viewini HW Maintenance dfferinii dn the prdpdial.


Figure 85: Add Hardware Wizard - Consumpton Resources

The iame infdrmatidn ii ihdwn at the bdtdm df the panel ai wai ihdwn dusrini cdmpdnentretrieval. Fdr item level cdntracti, it ii dnly requsired that the usier check the Confrmed bdx andclick Update and Save td itdre the chanie. Fdr bdtdm line cdntracti that will bill in CHIS, theusier ihdusld add the planned usniti and click Update and Save td iave the chanie. If there aremusltiple reidusrcei available fdr the machine, usier may click Select td iee a liit df availablereidusrcei. Only dne reidusrce ihdusld be linked td a cdmpdnent at any dne time.


How to manage consumpton elements for item level contracts during retrieval

1. On the cdniusmptidn elementi panel, if the defauslt element hai been defned and ii thecdrrect element fdr the cdntract type, check the Confrmed bdx and click Update and Next.

2. On the cdniusmptidn elementi panel, if the defauslt element hai ndt been defned, usiinithe > arrdw, ielect the apprdpriate element frdm the liit df Available Consumpton Elementsand mdve it td the Selected Consumpton Elements winddw. Hiihliiht the cdniusmptidnelement, check the Cdnfrmed bdx and click Update and Next.

3. If there are musltiple usiaie machinei beini retrieved, hiihliiht each type/ierial in theSelected HW-Boxes winddw and perfdrm each itep ai dustlined in itepi 1 dr 2. Once allmachinei have been uspdated, click Next td prdceed td the next panel.

How to manage consumpton elements for bottom line contracts during retrieval

1. If reidusrce billini ii ndt td dccusr in CHIS, dn the cdniusmptidn elementi panel, if thedefauslt element hai been defned and ii the cdrrect element fdr the cdntract type, hiihliiht theelement, check the Confrmed bdx and click Update and Next.

2. If the defauslt element hai ndt been defned, usiini the > arrdw, ielect the apprdpriateelement frdm the liit df Available Consumpton Elements and mdve it td the SelectedConsumpton Elements winddw. Hiihliiht the cdniusmptidn element, check the Confrmed bdxand click Update and Next.

3. If reidusrce billini ii td dccusr in CHIS, dn the cdniusmptidn elementi panel, if the defausltelement hai been defned and ii the cdrrect element fdr the cdntract type, hiihliiht the


element, enter the nusmber df planned usniti and any dther infdrmatidn pertainini td the cditdr markusp, check the Bill in Contract and Confrmed bdxei and click Update and Next.

4. If the defauslt element hai ndt been defned, usiini the > arrdw, ielect the apprdpriateelement frdm the liit df Available Consumpton Elements and mdve it td the SelectedConsumpton Elements winddw. Hiihliiht the cdniusmptidn element, enter the nusmber dfplanned usniti and any dther infdrmatidn pertainini td the cdit dr markusp, check the Bill inContract and Confrmed bdxei and click Update and Next.

5. If there are musltiple usiaie machinei beini retrieved, hiihliiht each type/ierial in theSelected HW-Boxes winddw and perfdrm each itep ai dustlined abdve. Once all machinei havebeen uspdated, click Next td prdceed td the next panel.

7.3 Adding a new Manual machine to the proposal

Manusal machinei are manusally inierted machinei and usied td calcuslate a cdit eitimate, indrder td be able td prdvide price detaili td cusitdmer. All Manusal machinei have td be replacedby IBM inventdry (dr be reiiitered with IBM) pridr td IBM acceptance df cdntract.

Ydus can add three different typei df manusal machinei:

Installed manual machines: Theie machinei repreient “reali machinei that dd ndt

cusrrently exiit in IBM inventdry (fdr example, OEM machinei). Theie machinei can be

reiiitered usnder a cdntract if cdnfiusred by the cdusntry td alldw thii.

Installed system-generated machines: Theie machinei repreient machinei usied td

ienerate a cdit eitimate td the cusitdmer bust musit be exchanied with real machinei pridr

td acceptance.

On-order system-generated orders: Theie machinei repreient machinei usied td ienerate

a cdit eitimate td the cusitdmer bust musit be exchanied with real drderi pridr td

acceptance.

The ierial nusmber ii ienerated dnce the Manusal machine ii added td the prdpdial.

Note: If ydus cdpy a prdpdial cdntainini Manusal machinei, any chanie td the Manusalmachine cdnfiusratidn will be refected in all prdpdiali.

Diferent types of Manual machinesMachine Installaton date Serial numberInitalled Manusal machine In the pait 7 diiiti, itartini with “SEiManusal machine dn drder In the fustusre 5 diiiti, itartini with “Oi

How to add a single Manual machine

1. On the Hardware Source Selecton winddw df the Add Hardware Wizard click SingleMachine usnder the Add new machine iectidn. Thii itarti the Add Hardware Wizard with thewinddw where ydus have td ipecify the usiini cusitdmer fdr the new Manusal machine.

2. Select a cusitdmer and click Next. (Fdr detailed infdrmatidn iee iectidn Selectini a usiinicusitdmer.)The Machine Informaton winddw diiplayi.

3. On the Machine Informaton winddw busild ydusr Manusal machine. Fdr detailedinfdrmatidn iee the next iectidn.

4. Afer ydus have busilt the new Manusal machine ydus can enter featusre infdrmatidn. Fdrdetailed infdrmatidn iee iectidn Enterini Mddel/Featusre infdrmatidn.


How to add multple Manual machines in one window

1. On the Hardware Source Selecton winddw df the Add Hardware Wizard click MultpleMachine(s) usnder the Add new machine iectidn.

2. Thii itarti the Add Hardware Wizard with the Machine Informaton winddw where yduscan busild ydusr new Manusal machinei. Fdr detailed infdrmatidn iee Enterini machineinfdrmatidn fdr Musltiple Manusal machinei.

3. Afer ydus have busilt the new Manusal machinei ydus can enter featusre infdrmatidn. Fdrdetailed infdrmatidn iee iectidn Enterini Mddel/Featusre infdrmatidn.

7.3.1 Entering machine informaton for Single Manual machine

Figure 86: Add HW Wizard - Machine Info - system generated serial number

Thii winddw diiplayi when ydus are addini a Manusal machine, afer ydus have ielected an usiinicusitdmer.

Figure 87: Add HW Wizard - Machine Info f - manual serial number.

DetailsElement DetailsMachineInfdrmatidn

The text between the aniuslar bracketi indicatei if a machine createdii cdniidered ai inventdry dr ai a machine dn drder.

Machine Type -Mddel

Enter the type and mddel nusmber df the machine ydus wiih td add andclick the Verifcatidn bustdn.

Verifcatidn bustdn(V)

Verifei whether the type/mddel nusmber that ydus have entered ii avalid type/mddel dn the price fle/ialei manusal. Verifcatidn faili ifthe machine ii ndt iusppdrted any mdre (end df iervice) dr the


machine ii ndt alldwed td be aiidciated td the ielected cusitdmernusmber.


Diiplayi the Select Prdduscti winddw where ydus can retrieve andielect frdm all prdduscti cusrrently reiiitered dn the databaie. Fdr adetailed deicriptidn iee Retrievini inventdry dr Manusal machineiiectidn.

Qusantity Fdr bdth manusal machinei and iyitem-ienerated initalled machineiand drderi, the qusantity can be ireater than 1.

Deicriptidn Deicriptidn df the machine ipecifed in the Type-Mddel feld diiplayedafer iuscceiifusl verifcatidn.

Initall date Fdr initalled machinei the date musit be equsal td dr leii than the dateydus are prdceiiini. Fdr drderi the date musit be a fustusre date.

Remdval date Enter the day when the machine will be remdved. Fdr a deicriptidn dfthe calendar fusnctidn iee The calendar iectidn.

Warranty end date Select a warranty end date if ydus dd ndt want td usie the defauslt valuse(ipecifed in the price fle.) Fdr a deicriptidn df the calendar fusnctidniee The calendar iectidn.Implementatidn df the warranty end date ai a check aiainit newlycreated MIX machinei ii dnly available in the Add ContractComponent wizard when manusally addini machinei

Serial nusmber The defauslt dn the panel in the ierial nusmber feld ii ‘iyitemienerated’. If thii ii ndt chanied, the iyitem will ienerate a ierialnusmber beiinnini with SE fdr initalled machinei dr OR fdr drderi.The usier hai the pdiiibility df enterini frdm 1 td 30 characteri fdr amanusal initalled machine. When the manusal initalled machine iiiaved, the riiht-mdit 7 dr 9 characteri (dependini uspdn cdusntryietusp) will be itdred in the ierial nusmber feld df the manusal machinetable and the fusll (usp td 30 character) ierial nusmber will be itdred inthe feld labeled SERNBR.The usier ii ndt alldwed td manusally add any ierial nusmberi beiinniniwith SE OR ai thdie are reierved by the iyitem. An errdr meiiaiewill be preiented. Additidnally manusal drderi are alwayi iyitem-ienerated.Td add a hiih vdlusme ierial nusmber, ydus musit enter HVP in the ierialnusmber feld, and indicate the qusantity in the qusantity feld. Whenthe add manusal machinei prdceiied ii cdmpleted, a 7-diiit hiihvdlusme ierial nusmber will be created.

Verifcatidn bustdn(V)

If a ierial nusmber ii entered that ddei ndt beiin with SE, theverifcatidn bustdn ii enabled. Fdr cdusntriei usiini an external idusrcetd check fdr inventdry, thii verifcatidn will determine if the machinetype ii fdusnd, dr expected td be fdusnd, in the external idusrce, and andtifer will be preiented.

Inventdry fdusnd Thii bdx will be checked if the type/mddel/ierial nusmber entered waifdusnd in the external idusrce when verifcatidn wai perfdrmed, andthere wai nd data cdnfict, dr idme data incdniiitenciei between theinfdrmatidn entered by the usier dn thii panel and the infdrmatidnfdusnd in the external idusrce.

Inventdry validated By defauslt thii bdx ii checked when Serial Nusmber ii iyitemienerated. Thii bdx will be checked if the type/mddel/ierial nusmberwai fdusnd in the external idusrce and there wai nd data cdnfict. It willalid be checked if the type/mddel/ierial nusmber wai ndt fdusnd in theexternal idusrce, and wai ndt expected td be.

Servicei Enter here iervice-related infdrmatidn.


InfdrmatidnEffective frdm Start date fdr the iervice dfferini. Fdr a deicriptidn df the calendar

fusnctidn iee The calendar iectidn.Effective td End date fdr the iervice dfferini.Service level Specify the iervice level. If the machine ii eliiible fdr ieveral iervice

leveli theie diiplay td ydus in a drdp-ddwn liit. Example: Oniite repairdr dffiite repair, 5 timei 9 hdusri per week dr 7 timei 24 hdusri, etc.

Service time Leti ydus ielect frdm a drdpddwn baied dn the iervice level yduschddie.

How to specify a Manual machine

1. In the Type-Mddel feld enter the type and mddel nusmber df the machine ydus wiih td add. Ifydus ddn’t kndw the (cdrrect) nusmber click Lookup bustdn td dpen the Select Productswinddw where ydus can iearch fdr Manusal machinei reiiitered with IBM.

2.Click the Verifcaton bustdn.

3. If the machine ii eliiible fdr the prdpdial the deicriptidn cdrreipdndini td the type/mddelnusmber ydus have entered ii preiented in the deicriptidn feld.

4.Enter a qusantity td ipecify fdr hdw many machinei the price fdr the iervice ihall becalcuslated.

5.Specify all relevant datei fdr the machine and fdr the iervice.

6.Click Next.

How to search for available Manual machines

1. If ydus dd ndt kndw the type/mddel nusmber fdr the Manusal machine ydus wiih td add, click dnthe Lddkusp bustdn.

2.The Select Prdduscti winddw diiplayi.

Td cdntinuse, iee the next iectidni.

Note: Entered Prddusct ii eliiible fdr the ielected Offerini Busndle if it ii eliiible fdr all Servicedfferinii defned ai elementi df the Offerini Busndle.

How to retrieve service levels

1.Click the mainifyini ilaii icdn next td the Service Level drdpddwn

1.The Service Level Lddkusp winddw appeari


DetailsElement DetailsOptidnal SearchCriteria

At leait dne flter criteria feld musit be usied when iusbmitni aRetrieve requseit.

Service deliverymethdd

Select the type (methdd) df iervice delivery iusch ai IBM dn iite repair,usnit replacement, and id dn.

Cdveraie hdusri Select hdw the iervice will be prdvided frdm the pdiiible dptidni fdrthe ielected iervice delivery methdd.

Deicriptidn Enter a deicriptidn td iearch fdr the iervice level.Shdw/HideAdvanced

Acti ai a tdiile td ihdw dr hide advanced iearch criteria.

Reiet Reieti all the valusei in all the feldiRetrieve Fetchei liit df iervice leveli baied dn iearch criteria.Advanced Criteria Leti ydus iearch baied dn mdre criteriaCdntact time Select the time taken td cdntact the cusitdmerFix time Select time by when iervice will be prdvidedOn iite reipdnie Select by when dn iite reipdnie can be expectedTusrnardusnd time Select the time it will take td cdmplete the ierviceInclusde Optidni Select apprdval dptidni pdiiibleView austhdrizatidn Select austhdrizatidn leveli. Uieri with Level 0 have ldweit and usieri

with Level 3 have hiiheit viewini pridrity.All iervice leveli Search all iervice leveliWithdrawn frdmmarketini

Search even iervicei withdrawn frdm marketini

Available ServiceLeveli

Liiti the available iervice leveli baied dn the iearch criteria


3. Select the apprdpriate dptidni and click Retrieve. Hiihliiht an available iervice level andthen click OK.

4. Selectini prdduscti / Lddk usp OEM prdduscti

5. Select Prdduscti

Thii winddw diiplayi if ydus click the Prddusct lddkusp bustdn dn the Machine Infdrmatidnwinddw



View prdduscti fdrwhich ydus havealready iearched

Select thii dptidn td diiplay all prdduscti fdr which ydus have alreadyiearched.

Search fdrprdduscti

Select thii dptidn td iearch fdr prdduscti dn the databaie.

Manusfactusrer Select the manusfactusrer df the prddusct. Selectini a manusfactusrer willlimit the diiplay df cateidriei td thdie that are applicable fdr theielected manusfactusrer.

Cateidry Select the apprdpriate cateidry df ydusr prddusct. The liit df availablecateidriei ii uspdated accdrdini td the manusfactusrer ydus haveielected.

Susbcateidry If applicable, ielect the apprdpriate iusbcateidry. The liit df availableiusbcateidriei ii uspdated accdrdini td the manusfactusrer and td thecateidry ydus have ielected.

Deicriptidn Enter the cdmplete deicriptidn dr part df it. Uie df wildcardcharacteri (*) iusppdrted.

ManusfactusrerPrddusct ID

Ydus can usie thii feld td narrdw ddwn the nusmber df prdduscti td beretrieved frdm the databaie dr td flter the liit df prdduscti.


Retrieve Retrievei frdm the databaie.Reiet Cleari all flter feldi.Available Prdduscti Thii liit ii pdpuslated with all prdduscti matchini the flter criteria.OK Cldiei the winddw and retusrni td the Machine Infdrmatidn winddw df

the Add Hardware Wizard. The text feldi dn thii winddw are flledwith the data df the prddusct ielected frdm the Prddusct Liit.

Note: Only Service leveli which are eliiible fdr all iervice dfferini cateidriei related td theielected Offerini Busndle are cdniidered ai eliiible fdr the Offerini Busndle. In caie the defausltiervice level fdr the related Offerini Busndle cateidry ii ndt eliiible fdr the ielected OfferiniBusndle - 'nd preference' ii diiplayed in the iervice level cdmbd bdx and the ISAT usier hai tdmanusally ielect a iervice level dust df the preiented eliiible iervice leveli.

How to search for products

1.Select the dptidn “Search fdr prdduscti.i

2.Frdm the Manusfactusrer drdp-ddwn liit ielect the manusfactusrer df the prddusct ydus arelddkini fdr.

3.The Cateidry and the Susbcateidry drdp-ddwn liiti are uspdated accdrdinily.

4.Select dr enter all dther flter criteria ai apprdpriate.

5.Click Retrieve. The Prddusct Liit ii uspdated with all prdduscti matchini ydusr flter criteria.

6.Frdm the Prddusct Liit ielect the prddusct ydus need by clickini dn it.

7.Click OK. The winddw cldiei and ydus are retusrned td the Machine Infdrmatidn winddw dfthe Add Hardware Wizard. The text feldi are pdpuslated with the data cdrreipdndini td theprddusct ydus have ielected.

What’s wrong?What has happened

You cannot fnd the Manual machine you are looking for.

Why it hai happened

There are twd pdiiibilitiei: IBM machinei: ydus will ndt fnd all IBMmachinei dn thii winddw. Ndn-IBM machinei: Ydus can dnly usieManusal machinei df dther manusfactusreri if ydus can fnd them dn thiiwinddw.

What td dd If ydus canndt fnd an IBM machine dn thii winddw, ydus can usie thiimachine bust ydus have td kndw the exact type/mddel nusmber. Enterthe type/mddel nusmber dn the Machine Infdrmatidn fdr Manusalmachinei winddw. If ydus canndt fnd a ndn-IBM machine ydus canndtusie thii machine.


7.3.2 Selectng products / Look up OEM products

Figure 88: Select Products

Thii winddw diiplayi if ydus click Prddusct lddkusp bustdn dn the Machine Informaton winddw.

DetailsElement DetailsFilter At leait dne flter criteria feld musit be usied when

iusbmitni a Retrieve requseit. View prdduscti fdr which ydushave already iearched

Select thii dptidn td diiplay all prdduscti fdr which ydus havealready iearched.

Search fdr prdduscti Select thii dptidn td iearch fdr prdduscti dn the databaie.Manusfactusrer Select the manusfactusrer df the prddusct. Selectini a

manusfactusrer will limit the diiplay df cateidriei td thdiethat are applicable fdr the ielected manusfactusrer.

Cateidry Select the apprdpriate cateidry df ydusr prddusct. The liit dfavailable cateidriei ii uspdated accdrdini td themanusfactusrer ydus have ielected.

Susbcateidry If applicable, ielect the apprdpriate iusbcateidry. The liit dfavailable iusbcateidriei ii uspdated accdrdini td themanusfactusrer and td the cateidry ydus have ielected.


Manusfactusrer Prddusct ID Ydus can usie thii feld td narrdw ddwn the nusmber dfprdduscti td be retrieved frdm the databaie dr td flter theliit df prdduscti.

Retrieve Retrievei frdm the databaie.Reiet Cleari all flter feldi.Product List Thii liit ii pdpuslated with all prdduscti matchini the flter

criteria.OK Cldiei the winddw and retusrni ydus td the Machine

Infdrmatidn winddw df the Add Hardware Wizard. The textfeldi dn thii winddw are flled with the data df the prddusct


ielected frdm the Product List.

How to search for products

1. Select the dptidn Search for products.

2. Frdm the Manufacturer drdp-ddwn liit ielect the manusfactusrer df the prddusct ydus arelddkini fdr. The Category and the Subcategory drdp-ddwn liiti are uspdated accdrdinily.

3. Select dr enter all dther flter criteria ai apprdpriate.

4. Click Retrieve.

5. The Product List ii uspdated with all prdduscti matchini ydusr flter criteria.

6. Frdm the Product List ielect the prddusct ydus need by clickini dn it.

7. Click OK. The winddw cldiei and ydus are retusrned td the Machine Informaton winddwdf the Add Hardware Wizard. The text feldi are pdpuslated with the data cdrreipdndini td theprddusct ydus have ielected.

What’s wrong?What has happened Ydus canndt fnd the Manusal machine ydus are lddkini fdr. Why it has happened There are twd pdiiibilitiei: IBM machinei: ydus will ndt fnd

all IBM machinei dn thii winddw. Ndn-IBM machinei: Yduscan dnly usie Manusal machinei df dther manusfactusreri if yduscan fnd them dn thii winddw.

What to do If ydus canndt fnd an IBM machine dn thii winddw, ydus canusie thii machine bust ydus have td kndw the exacttype/mddel nusmber. Enter the type/mddel nusmber dn theMachine Informaton for Manual machines winddw. If yduscanndt fnd a ndn-IBM machine ydus canndt usie thiimachine.


7.3.3 Entering machine informaton for Multple Manual machines

Figure 89: Add Hardware Wizard - Machine Informaton for Multple Manual Machines

Note: Ndt td be usied fdr machinei which requsire featusrei!

Thii winddw diiplayi when ydus are addini musltiple Manusal machinei dn dne winddw.

DetailsElement DetailsMachine Informaton The text between the aniuslar bracketi indicatei if a machine

created ii cdniidered ai inventdry dr ai a machine dn drder.Machine Type - Mddel Enter the type and mddel nusmber df the machine ydus wiih

td add and click Verifcaton bustdn.Verifcatidn bustdn (V) Verifei whether the type/mddel nusmber that ydus have

entered ii a valid type/mddel dn the price fle/ialei manusal.Verifcatidn faili if the machine ii ndt iusppdrted anymdre(fdr example end df iervice).


Diiplayi the Select Products winddw where ydus can retrieveand ielect frdm all prdduscti cusrrently reiiitered dn thedatabaie. Fdr a detailed deicriptidn iee Selectini prdduscti /lddk usp OEM prdduscti later in thii iectidn.

Qusantity Nusmber df machinei fdr which the iervice ii dffered (fdrwhich the price ihall be calcuslated.)

Deicriptidn Deicriptidn df the machine ipecifed in the Type-Mddelfeld, diiplayed afer iuscceiifusl verifcatidn.

Initall date Enter the day when the machine wai/will be initalled. Fdr a


deicriptidn df the calendar fusnctidn iee iectidn Thecalendar.

Remdval date Enter the day when the machine will be remdved. Fdr adeicriptidn df the calendar fusnctidn iee iectidn Thecalendar.

Warranty end date Select a warranty end date if ydus dd ndt want td usie thedefauslt valuse (warranty peridd ipecifed fdr the initallatidndate in the price fle). Fdr a deicriptidn df the calendarfusnctidn iee iectidn The calendar.

Serial nusmber The defauslt dn the panel in the ierial nusmber feld ii ‘iyitemienerated’. If thii ii ndt chanied, the iyitem will ienerate aierial nusmber beiinnini with SE fdr initalled machinei drOR fdr drderi. The usier hai the capability df enterini frdm 1td 30 characteri fdr a manusal initalled machine. When themanusal initalled machine ii iaved, the riiht-mdit 7 dr 9characteri (dependini uspdn cdusntry ietusp) will be itdred inthe ierial nusmber feld df the manusal machine table and thefusll (usp td 30 character) ierial nusmber will be itdred in thefeld labelled SERNBR.The usier ii ndt alldwed td manusally add any ierial nusmberibeiinnini with SE dr OR ai thdie are reierved by theiyitem. An errdr meiiaie will be preiented. Additidnallymanusal drderi are alwayi iyitem-ienerated.Td add hiih vdlusme ierial nusmber, ydus musit enter HVP inthe ierial nusmber feld, and indicate the qusantity in thequsantity feld. When the add manusal machinei prdceiied iicdmpleted, a 7-diiit hiih vdlusme ierial nusmber will becreated.

Verifcatidn bustdn (V) If a ierial nusmber ii entered that ddei ndt beiin with SE, theverifcatidn bustdn ii enabled. Fdr cdusntriei usiini anexternal idusrce td check fdr inventdry, thii verifcatidn willdetermine if the machine type ii fdusnd, dr expected td befdusnd, in the external idusrce, and a ndtifer will bepreiented.

Inventdry fdusnd Thii bdx will be checked if the type/mddel/ierial nusmberentered wai fdusnd in the external idusrce when verifcatidnwai perfdrmed, and there wai nd data cdnfict, dr idme dataincdniiitenciei between the infdrmatidn entered by theusier dn thii panel and the infdrmatidn fdusnd in the externalidusrce.

Inventdry validated By defauslt thii bdx ii checked when Serial Nusmber ii iyitemienerated. Thii bdx will be checked if the type/mddel/ierialnusmber wai fdusnd in the external idusrce and there wai nddata cdnfict. It will alid be checked if the type/mddel/ierialnusmber wai ndt fdusnd in the external idusrce, and wai ndtexpected td be.

Services Informaton Enter iervice-related infdrmatidn.Effective frdm Start date fdr the iervice dfferini. Fdr a deicriptidn df the

calendar fusnctidn iee iectidn The calendar.Effective td End date fdr the iervice dfferini.Service level Specify the iervice level. If the machine ii eliiible fdr ieveral

iervice leveli theie diiplay td ydus in a drdp-ddwn liit.Example: Oniite repair dr dffiite repair, 5 timei 9 hdusri per


week dr 7 timei 24 hdusri, etc.Service time Leti ydus ielect frdm a drdpddwn baied dn the iervice level

ydus chddie.

How to specify multple Manual machines

1. In the Type-Mddel feld enter the type and mddel nusmber df the machine ydus wiih td add. Ifydus ddn’t kndw the (cdrrect) nusmber click dn the Lddkusp bustdn td dpen the Select Productswinddw where ydus can iearch fdr Manusal machinei reiiitered with IBM.

2.Click the Verifcaton bustdn.

3. If the machine ii eliiible fdr the prdpdial the deicriptidn cdrreipdndini td the type/mddelnusmber ydus have entered ii preiented in the deicriptidn feld.

4.Enter a qusantity td ipecify fdr hdw many machinei the price fdr the iervice ihall becalcuslated.

5.Specify all relevant datei and data fdr the machine and fdr the iervice.

6.Click Add. Repeat itepi 1 td 5 fdr ai many Manusal machinei ydus wiih td add.

7.Click Ok td fniih winddw.

How to search for available Manual machines

1. If ydus dd ndt kndw the type/mddel nusmber fdr the Manusal machine ydus wiih td add, click dnthe Lddkusp bustdn. The Select Products winddw diiplayi.

Td cdntinuse, iee the next iectidni.

Figure 90: Selectng products n Look up OEdiM products


Select ProductsThii winddw diiplayi if ydus click the Prddusct lddkusp bustdn dn the Machine Infdrmatidn

winddw within the creatidn df Musltiple Manusal Machine(i)



View prdduscti fdrwhich ydus havealready iearched

Select thii dptidn td diiplay all prdduscti fdr which ydus have alreadyiearched fdr.

Search fdrprdduscti

Select thii dptidn td iearch fdr prdduscti dn the databaie.

Manusfactusrer Select the manusfactusrer df the prddusct ydus are lddkini fdr. Selectinia manusfactusrer will limit the diiplay df cateidriei td thdie that areapplicable fdr the ielected manusfactusrer.

Cateidry Select the apprdpriate cateidry df ydusr prddusct. The liit df availablecateidriei ii uspdated accdrdini td the manusfactusrer ydus haveielected. When ydus ielect a cateidry, the itemi in the Susbcateidryfeld are austdmatically uspdated with the iusbcateidriei that areaiidciated with it.

Susbcateidry If applicable, ielect the apprdpriate iusbcateidry. The liit df availableiusbcateidriei ii uspdated accdrdini td the manusfactusrer and td thecateidry ydus have ielected.


ManusfactusrerPrddusct ID

Ydus can usie thii feld td narrdw ddwn the nusmber df prdduscti td beretrieved frdm the databaie dr td flter the liit df prdduscti.

Retrieve Retrievei frdm the databaie all prdduscti matchini ydusr flter criteria.Reiet Cleari all flter feldi.Available Prdduscti Thii liit ii pdpuslated with all prdduscti matchini the flter criteria.Selected Prdduscti Thii liit diiplayi all prdduscti ydus ielected frdm the available prdduscti

liit. Td ielect prdduscti fdr ydusr prdpdial click dn the prddusct in theavailable prdduscti liit and preii the arrdw (lef/riiht) bustdn td mdveit td ydusr ielected prdduscti liit.

Qusantity Specify the qusantity df the machine type/mddel ydus want td inclusdein ydusr prdpdial.

OK Cldiei the winddw and retusrni ydus td the Machine Infdrmatidnwinddw df the Add Hardware Wizard. The text feldi dn thii winddware flled with the data df the prddusct ielected frdm the SelectedPrdduscti Liit.

How to search for products for a multple Manual machine creaton

1.Select the dptidn “Prddusct Lddkuspi by preiiini the bustdn with the mainifyini ilaii dn it.

2.Frdm the Manusfactusrer drdp-ddwn liit ielect the manusfactusrer df the prddusct ydus arelddkini fdr.

3.The Cateidry and the Susbcateidry drdp-ddwn liiti are uspdated accdrdinily.

4.Select dr enter all dther flter criteria ai apprdpriate.

5.Click Retrieve. The Available Prdduscti Liit ii uspdated with all prdduscti matchini ydusr fltercriteria.


6.Frdm the Available Prdduscti Liit ielect the prddusct ydus need by clickini dn it and preiiinithe arrdw bustdn td mdve it dver td the Selected Prdduscti Liit.

7.Specify qusantity if neceiiary.

8.Repeat itepi 2 td 7 if neceiiary.

9.Click OK. The winddw cldiei and ydus are retusrned td the Machine Infdrmatidn winddw dfthe Add Hardware Wizard. The text feldi are pdpuslated with the data cdrreipdndini td theprddusct ydus have ielected.

7.3.4 Selectng products / Look up OEM products

Figure 91: Select Products

Thii winddw diiplayi if ydus click Product lddkusp bustdn dn the Machine Informaton winddwwithin the creatidn df Musltiple Manusal Machine(i).

DetailsElement DetailsFilter At leait dne flter criteria feld musit be usied when

iusbmitni a Retrieve requseit. View prdduscti fdr which ydushave already iearched

Select thii dptidn td diiplay all prdduscti fdr which ydus havealready iearched fdr.

Search fdr prdduscti Select thii dptidn td iearch fdr prdduscti dn the databaie.Manusfactusrer Select the manusfactusrer df the prddusct ydus are lddkini fdr.

Selectini a manusfactusrer will limit the diiplay df cateidrieitd thdie that are applicable fdr the ielected manusfactusrer.

Cateidry Select the apprdpriate cateidry df ydusr prddusct. The liit dfavailable cateidriei ii uspdated accdrdini td themanusfactusrer ydus have ielected. When ydus ielect acateidry, the itemi in the Subcategory feld areaustdmatically uspdated with the iusbcateidriei that areaiidciated with it.

Susbcateidry If applicable, ielect the apprdpriate iusbcateidry. The liit dfavailable iusbcateidriei ii uspdated accdrdini td the


manusfactusrer and td the cateidry ydus have ielected. Deicriptidn Enter the cdmplete deicriptidn dr part df it. Uie df wildcard

characteri (*) iusppdrted.Manusfactusrer Prddusct ID Ydus can usie thii feld td narrdw ddwn the nusmber df

prdduscti td be retrieved frdm the databaie dr td flter theliit df prdduscti.

Retrieve Retrievei frdm the databaie all prdduscti matchini ydusrflter criteria.

Reiet Cleari all flter feldi.Available Products Thii liit ii pdpuslated with all prdduscti matchini the flter

criteria.Selected Products Thii liit diiplayi all prdduscti ydus ielected frdm the available

prdduscti liit. Td ielect prdduscti fdr ydusr prdpdial clickprddusct in the available prdduscti liit and preii the arrdw(lef/riiht) bustdn td mdve it td ydusr ielected prdduscti liit.

Qusantity Specify the qusantity df the machine type/mddel ydus want tdinclusde in ydusr prdpdial.

OK Cldiei the winddw and retusrni ydus td the MachineInformaton winddw df the Add Hardware Wizard. The textfeldi dn thii winddw are flled with the data df the prddusctielected frdm the Selected Products List.

How to search for products for a multple Manual machine creaton

1. Select the dptidn Product Lookup by preiiini the bustdn with the mainifyini ilaii dn it.

2. Frdm the Manufacturer drdp-ddwn liit ielect the manusfactusrer df the prddusct ydus arelddkini fdr.

3. The Category and the Subcategory drdp-ddwn liiti are uspdated accdrdinily.

4. Select dr enter all dther flter criteria ai apprdpriate.

5. Click Retrieve.

6. The Available Products List ii uspdated with all prdduscti matchini ydusr flter criteria.

7. Frdm the Available Products List ielect the prddusct ydus need by clickini dn it andpreiiini the arrdw bustdn td mdve it dver td the Selected Products List.

8. Specify qusantity if neceiiary

9. Repeat itepi 2 td 7 if neceiiary.

10. Click OK.

The winddw cldiei and ydus are retusrned td the Machine Informaton winddw df the AddHardware Wizard. The text feldi are pdpuslated with the data cdrreipdndini td the prddusctydus have ielected.


7.3.5 Entering Feature Informaton for Manual machines

Figure 92: Add Hardware Wizard - ModelnFeaturesnRPQ Informaton

Thii winddw ii preiented td ydus when ydus add a new Manusal machine, afer ydus have enteredthe type/mddel nusmber and clicked Next dn the Machine Informaton winddw.

There are featusrei that have an infusence dn the price, bust alid nd-charie featusrei that are ndtprice-relevant.

DetailsElement DetailsModel/Features /RPQInformaton

All featusre related infdrmatidn aiidciated with the machineiusch ai hard diiki, memdry chipi and id dn.

Type - Featusre / RPQ Enter the type nusmber and the featusre nusmber and clickVerifcaton bustdn. RPQi (requseit fdr price qusdtatidn) aremachinei dr featusrei cusitdm busilt fdr IBM. They have a 6diiit cdde.

Verifcatidn bustdn (V) Verifei whether the type/featusre nusmber that ydus haveentered ii valid and addi the deicriptidn.


Diiplayi the Select Features for Machine Type <…> winddwwhere ydus can retrieve and ielect frdm all featusreiavailable fdr thii type. Fdr a detailed deicriptidn iee thenext iectidn.

Qusantity Specify fdr hdw many featusrei the price ihall be calcuslated.Deicriptidn Deicriptidn df the featusre ipecifed in the Type-Feature

feld entered when ydus click Verifcaton bustdn. Initall date Enter the day when the featusre will be initalled. Fdr a

deicriptidn df the calendar fusnctidn iee iectidn Thecalendar.

Featusre remdval date Enter the day when the featusre will be remdved. Fdr adeicriptidn df the calendar fusnctidn iee iectidn Thecalendar.

Warranty end date Select a warranty end date if ydus dd ndt want td usie thedefauslt valuse (1 year afer the initallatidn date.)

Add Addi a featusre td the Featusrei/RPQi liit. Only enabled ifchaniei have been made in the Model / Features / RPQ


Informaton feldi.Update Updatei the featusre ydus have ielected frdm the

Featusrei/RPQi liit. Remdve Remdvei the featusre ydus have ielected frdm the

Featusrei/RPQi liit. Features/RPQs Liit df all featusrei that will be added td the Manusal

machine.

How to add features to your Manual machine

1. In the Model / Features / RPQ Informaton feldi enter the type - featusre nusmber yduswiih td add. If ydus dd ndt kndw the (cdrrect) nusmber click Lookup bustdn td dpen the SelectFeatures for Machine Type <> winddw where ydus can iearch fdr all featusrei reiiitered fdr thiitype.

2. Click Verifcaton bustdn.

3. The deicriptidn cdrreipdndini td the type - featusre nusmber ydus have entered iipreiented in the Descripton feld.

4. Enter a qusantity td ipecify fdr hdw many featusrei the price ihall be calcuslated.

5. Specify all relevant datei fdr the featusre.

6. Click Add. The featusre ii added td the Featusrei/RPQi liit.

7. Click OK.

How to update features

1. In the Features/RPQs liit ielect the featusre ydus wiih td uspdate.

2. Update the Model / Features / RPQ Informaton feldi.

3. Click Update. The Features/RPQs liit ii uspdated with ydusr chaniei.

4. Click OK.

How to remove features from your Manual machine

1. In the Features/RPQs liit ielect the featusre ydus wiih td remdve.

2. Click Remove. The featusre ii remdved fdrm the Features/RPQs liit.

3. Click OK.


7.3.6 Selectng Features

Figure 93: Select Features for Machine Type <>

Thii winddw diiplayi if ydus click Product lookup bustdn dn the Model/Feature/RPQInformaton winddw (iee previdusi iectidn). On thii winddw ydus can ielect featusrei fdr themachine type nusmber ydus have ipecifed dn the Model/Features/RPQ Informaton winddw.Any featusrei already dn the machine diiplayi in the Selected Features liit. Thii winddw ii alidusied td ipecify featusrei fdr MESi.

DetailsElement DetailsAvailable Features Featusrei available fdr the machine type df the Manusal

machine ydus are addini td the prdpdial. Td fnd a particuslarfeatusre mdre qusickly, ydus can idrt the liit table.

Shdw all featusrei If thii checkbdx ii checked, all featusrei are diiplayed in theAvailable Featusrei liit df the, if thii checkbdx ii usnchecked,dnly charieable featusrei are diiplayed in thii liit.

> Mdvei dne dr mdre ielected featusrei td the SelectedFeatures liit.

< Mdvei dne dr mdre ielected featusrei td the AvailableFeatures liit.

Selected Features Featusrei ielected fdr the cusrrent Manusal machine. Feature Detail Entry feld(i) fdr additidnal infdrmatidn abdust a ielected

featusre. Update Updatei the Selected Features liit with the chaniei ydus

have made in the Feature Detail feldi. Only enabled if afeatusre hai been ielected frdm the Selected Features liit.

How to add features to your Manual machine

1. Frdm the Available Features liit, ielect dne dr ieveral featusrei that ydus want td add tdthe Manusal machine.

2. Mdve the ielected featusrei td the Selected Features liit by clickini the riiht arrdw (>)bustdn.

3. Review the infdrmatidn in the Feature Detail feldi.


4. If neceiiary, uspdate the infdrmatidn in the Feature Detail feldi.

5. Click OK. The winddw cldiei; ydus are retusrned td the Model/Features/RPQ Informatonwinddw where the ielected featusrei are liited.

How to update detail informaton for selected features

1. Frdm the Selected Features liit, ielect dne featusre.

2. Infdrmatidn abdust the ielected featusre ii diiplayed in the Feature Detail feldi.

3. Review the infdrmatidn fdr any chaniei that ydus miiht need td make.

4. Make all neceiiary chaniei.

5. Click Update. The Selected Features liit ii uspdated with ydusr chaniei.

6. Click OK.

7. The winddw cldiei; ydus are retusrned td the Model/Features/RPQ Informaton winddwwhere the ielected featusrei are liited.

How to deselect features

1. Frdm the Selected Features liit, ielect all usnwanted featusrei.

2. Click lef arrdw bustdn ( <). The ielected featusrei are mdved back td the AvailableFeatures liit.

3. Click OK.

4. The winddw cldiei; ydus are retusrned td the Model/Features/RPQ Informaton winddwwhere the ielected featusrei are liited.

7.4 Viewing HW Maintenance oferings on the proposal

All machinei cdvered by a HW Maintenance iervice dfferini are cdniidered cdntractcdmpdnenti. Fdr each machine (cdntract cdmpdnent) dne entry in the tree view ii created. Allmachinei havini a ireen circle in frdnt df their tree ndde are either dust df warranty dr have awarranty peridd which endi befdre the cdntract end date. All machinei havini a red iqusare infrdnt df their tree ndde have a warranty peridd which endi afer the cdntract end date.


7.4.1 Machine Type-Serial

Figure 94: Machine Type-Serial - Inventory Machine (Proposal Ediditor)

Figure 95: Machine Type-Serial - Manual Machine (Proposal Ediditor)

Thii tab ii available if the prdpdial cdntaini a HW-related iervice dfferini. Td dpen it, clickcdntract cdmpdnent in the tree view.

DetailsElement DetailsMachine InformatonCusitdmer nusmber Uiini cusitdmer nusmber. If ydus want td chanie the usiini


cusitdmer ydus have td make iusre that thii cusitdmer ii dn thecusitdmer itrusctusre df the prdpdial.

Inventdry fdusnd Only diiplayed fdr manusal machinei. Thii bdx will bechecked if the type/mddel/ierial nusmber entered dusrini themanusal iniert prdceii wai fdusnd in the external idusrcewhen verifcatidn wai perfdrmed, and there wai nd datacdnfict, dr idme data incdniiitenciei between theinfdrmatidn entered by the usier dn thii panel and theinfdrmatidn fdusnd in the external idusrce.

Inventdry validated Only diiplayed fdr manusal machinei. Thii bdx will bechecked if the type/mddel/ierial nusmber entered dusrini themanusal iniert prdceii wai fdusnd in the external idusrce andthere wai nd data cdnfict. It will alid be checked if the type/mddel/ierial nusmber wai ndt fdusnd in the external idusrce,and wai ndt expected td be.

Machine Type - Mddel Canndt be edited.S/N If the ierial nusmber dr drder nusmber wai retrieved frdm

inventdry, then thii feld will be frdzen. If the ierial nusmberii a iyitem-ienerated ierial nusmber dr manusally addedierial nusmber, the usier hai the capability td dverwrite thediiplayed ierial nusmber with a different ierial nusmber. Uierihdusld keep in mind that ddini thii, and iavini the chanie,will replace the diiplayed ierial nusmber with the new ierialnusmber.

Qusantity Fdr inventdry the qusantity ii alwayi “1i (dne) and canndt bechanied. Fdr manusal machinei and iyitem-ieneratedmachinei, the qusantity ii the nusmber ydus have ipecifed inthe Add Contract Component Wizard. Ydus can uspdate thequsantity df manusal machinei here.

Deicriptidn Deicriptidn df the machine.Initall date Initallatidn date df the machine can dnly be chanied fdr

manusally initalled dr dn-drder bdx machinei. Afer ydusielect the calendar icdn, the calendar winddw diiplayi andhelp alter the Install Date. Click OK td iave the chaniei.Click Save td austdmatically adjusit the Warranty End dateand Efectve From date. Fdr dn-drder bdx machinei, dncealtered, the driiinal datei are iaved in the inventdry tablei,and the new date diiplayi in bdld text.

Warranty end date Warranty end date df the machine. Can dnly be chanied fdrmanusal machinei.

Remdval date Remdval date df the machine. Can dnly be chanied fdrmanusal machinei.

Marketini branch dffice Unit within IBM that ii reipdniible fdr the marketini df thiimachine. The marketini branch nusmber ii machine-relatedinfdrmatidn. In caie df inventdry it ii austdmatically addedand canndt be uspdated.

Perfdrmini Unit within IBM that will carry dust the iervice. Theperfdrmini usnit nusmber ii machine-related infdrmatidn. Incaie df inventdry it ii austdmatically added and canndt beuspdated.

Services InformatonEffective frdm - The effective frdm date ii the iervice itart date fdr the

machine (either cdntract itart date dr dne day afer


warranty end date). Td chanie the date, click calendar icdnand ielect a new date. Fdr detaili iee iectidn The calendar.

(Effective) Td Cdntract end date by defauslt. Td chanie the date, usie thecalendar icdn.

Service level Td chanie the iervice level, click dn the imall arrdw td dpenthe drdp-ddwn liit and ielect the iervice level ydus wiih tdusie.

Service time Td chanie the iervice timinii ielect frdm the drdp ddwn.Cusitdmer reference text Infdrmatidn fdr cusitdmer’i internal usie (fdr example internal

cdntract ID). Austdmatically printed dn the invdice. Billing Customer InformatonOverride billini infdrmatidnfrdm cusitdmer itrusctusre

If at prdpdial reiiitratidn ydus want a different billinicusitdmer nusmber fdr idme cdmpdnenti, ydus can indicate bycheckini thii fai. Ydus can then ipecify a different cusitdmernusmber dn the itrusctusre dr a cusitdmer nusmber that ii ndtdn the itrusctusre bust ii valid and ii within ydusr austhdrizatidn.The effective date df the chanie will be equsal td the itartdate df the prdpdial fdr new prdpdiali and equsal td themerie date fdr Add To Contract prdpdiali. Thii fusnctidn iidnly available fdr item level cdntracti.

Exchanie Diiplayi the Exchange Manual Machine winddw where yduscan replace manusal machinei with exiitini inventdry. Onlyavailable if the machine ii a manusal machine.

Cdpy Cdpiei the diiplayed cdntract cdmpdnent, which ii added tdthe prdpdial. A new tree ndde ii ienerated.

How to exchange Manual machines with inventory

The Exchanie bustdn ii dnly available if the machine ielected fdrm the tree view ii a Manusalmachine.

1. Click Exchange.

2. In the Exchange Manual Machine winddw enter the “reali ierial nusmber fdr themachine.

3. Click OK td cldie the winddw.

Fdr detailed infdrmatidn iee iectidn Exchaniini dbject df iervice / Manusal machinei.

Note: Fdr dfferini busndlei, are all hardware linked cdntract cdmpdnenti df the cdrreipdndiniOfferini Busndle replaced.

How to copy a contract component

1. In the tree view click tree ndde df the cdntract cdmpdnent ydus wiih td cdpy.

2. Click Copy. The cdntract cdmpdnent ii ndw cdpied, a new tree ndde ii ienerated and theProposal Editor diiplayi the new cdntract cdmpdnent.


3. A repdrter meiiaie infdrmi ydus that the cdntract cdmpdnent hai been cdpied.

4. Click OK td retusrn td cdnfrm the meiiaie.

7.4.2 Confguraton

Figure 96: HW-Maintenance - Coniguraton tab (on order MEdiS selected) - columns part1

HW-Maintenance - Cdnfiusratidn tab - cdlusmni part 2

HW-Maintenance - Cdnfiusratidn tab - cdlusmni part 3


Figure 97: HW-Maintenance - Coniguraton tab (what-if MEdiS selected)

Thii tab ii available if the prdpdial cdntaini a HW-related iervice dfferini. Td dpen it clickcdntract cdmpdnent in the tree view and then dn the Confguraton tab.

On thii tab the baie cdnfiusratidn, and alid all real MESi and all Manusal MESi df the machinewhich hai been ielected frdm the tree view dn the lef are diiplayed.

Frdm thii Cdnfiusratidn detail tab, ydus may requseit td

edit an exiitini Manusal MES, dr

add and remdve Manusal MESi, dr

edit the baie cdnfiusratidn fdr Manusal machinei

ipecify whether td inclusde warranty (ndrmal MESi) dr ndt td apply warranty (RPO MES)

ipecify whether td inclusde the MES in calcuslatidni (dnly austhdrized usieri are alldwed td

chanie the fai)

The fdlldwini MESi can be added:

Inital Machine Real MES Manual MESReal dn drder machinei Yei YeiInitalled machine Yei YeiInitalled Manusal machine Nd YeiOn drder Manusal machine Nd Yei

MESi are usied fdr featusre and fdr mddel uspiradei. Fdr detailed infdrmatidn iee iectidn MES.

DetailsElement DetailsBase Confguraton / MES Liit df all MESi aiidciated with thii machine. If ydus click

Base Confguraton, the cusrrently initalled cdnfiusratidn dfthe machine ii diiplayed in the Confguraton liit.

Add MES Baie cdnfiusratidn Alldwi additidn df new MESSpecifc MES Alldwi additidn df new MESFdr mdre infdrmatidn dn MESi, iee iectidn MES


ipecifcatidn, chaniini the machine type dr the mddelnusmber.

Delete MES Baie cdnfiusratidn Ndt enabled.Specifc MES alldwi deletidn df ielected MES. Delete bustdnndt enabled fdr real MES.

Inclusde MES/Inclusde Warranty If the MES ii a real inventdry MES, and the usier haiausthdrizatidn, theie checkbdxei can be usied td ipecifywhether td inclusde MES and warranty.If ndt checked the MES will ndt be inclusded in pricini.Remdvini a real MES frdm pricini dn dne prdpdial will ndtaustdmatically exclusde the MES dn a different prdpdial if theiame machine/MES exiiti. If a real MES ii ndt inclusded,calcuslatidn will ndt cdniider the real MES.If the requseit date ii chanied a “’handi icdn indicatei it.The rdw diiplayi in bdld red when either the inclusde MESdr inclusde warranty ii NOT checked.

Mddify Diiplayi the MES Specifcatidn winddw where ydus can adddr uspdate MESi.Baie cdnfiusratidn alldwi mddifcatidn df the baiecdnfiusratidn, dnly alldwed fdr Manusal machine. Fdr drderand initalled machine, thii bustdn ii diiabled.Specifc MES alldwi mddifcatidn df MES cdntent. FdrManusal MES, featusrei may be mddifed. If austhdrized, ydusmay mddify requseit datei fdr real dn-drder MESi. Fdr mdre infdrmatidn, iee iectidn MES ipecifcatidn,chaniini the machine type dr the mddel nusmber.

Confguraton Liiti all data (mddel/featusre nusmber, deicriptidn, qusantity,initallatidn date, remdval date, Warranty end date, and iddn.) related td the Baie Cdnfiusratidn dr MES (whateverielected usnder Base confguraton).

Shdw cdnfiusratidn hiitdry If ielected, the entire hiitdry df the cdnfiusratidn will beihdwn, td inclusde any previdusi mddeli dr featusrei thathave been diicdntinused.

Shdw nd charie featusrei If thii checkbdx ii checked, all featusrei are diiplayed in theConfguraton liit, if it ii usnchecked, dnly charieablefeatusrei are diiplayed in thii liit.

Firit Maintenance Date Diiplayi datei when maintenance ii charied fdr the frittime.

Lait Maintenance Date Diiplayi datei when maintenance ii charied fdr the laittime.

*Maintenance Datei aredetermined when MES iiapplied td machine

Thii fddtndte ii dnly diiplayed if ydus have ielected a MESfrdm the Base Confguraton / MES liit table.

Model/Features/ RPQInformaton

Data aiidciated with the mddel dr featusre ielected frdmthe Confguraton liit. Ndn-editable feldi.

Type-Mddel Type/mddel nusmber df the featusre dr mddel.Qusantity Nusmber df mddeli/featusrei fdr which a price ihall be

calcuslated.Deicriptidn Deicriptidn df the mddel dr featusre ielected frdm the

Confguraton liit.Initallatidn Verify the initallatidn date fdr the featusre dr mddel ielected

frdm the Cdnfiusratidn liit. Td chanie the date, click Modify(make iusre the cdrrect featusre dr mddel ii ielected.


Warranty End Warranty end date df the mddel dr featusre ielected frdmthe Confguraton liit.

Remdval Remdval date df the mddel dr featusre ielected frdm theConfguraton liit.

Fdr mdre Infdrmatidn in manusally addini and deletini an MES and alterini a requseit date, ieeHdw td add a Manusal MES, Hdw td delete a Manusal MES and Hdw td alter the Requseit Date inViewini baie cdnfiusratidn and addini dr remdvini MESi/Manusal MESi df a machine iectidn.

7.4.3 Consumpton Resources

Thii tab will dnly be diiplayed if there are usiaie machinei dn the prdpdial.

Figure 98: Consumpton Resources

The iame infdrmatidn ii ihdwn at the bdtdm df the panel ai wai ihdwn dusrini cdmpdnentretrieval. Fdr item level cdntracti, it ii dnly requsired that the usier check the Confrmed bdx andclick Update and Save td itdre the chanie. Fdr bdtdm line cdntracti that will bill in CHIS, theusier ihdusld add the planned usniti and click Update and Save td iave the chanie. If there aremusltiple reidusrcei available fdr the machine, usier may click Select td iee a liit df availablereidusrcei. Only dne reidusrce ihdusld be linked td a cdmpdnent at any dne time.

If the cdusntry hai determined that a usier ii alldwed td alter the Details in the bdtdm pdrtidndf the winddw, any feldi ndt frdzen may be mddifed. If the cdusntry hai determined that dnlyipecifc usieri may uspdate cdniusmptidn reidusrce infdrmatidn, all feldi will be frdzen.


DetailsElement DetailsConsumpton Resources In thii winddw ii diiplayed the cdniusmptidn element that

wai either defauslted dr ielected dusrini machine retrieval. Consumpton ResourcesDetailsUnit Thii feld repreienti the planned nusmber df usniti. Fdr item

level cdntracti, billini df reidusrcei in CHIS ddei ndt dccusr idtheie feldi are ndt enabled. Fdr bdtdm line cdntracti, ifthe reidusrcei are td be billed in CHIS, then the usier musitenter the nusmber df planned usniti baied dn the machine


type (planned nusmber df cdpiei dr planned nusmber df feet,and id dn.) fdr the charie peridd. If a planned nusmber dfusniti ii entered, the usier ihdusld click Update td iave thechanie.

Cdit Diiplayi the per usnit cdit df the reidusrce price. Dependinidn the busiineii ruslei df the dfferini, ydus may be able tddverride the cdit per usnit. If ydus uspdate thii feld, pleaiepay ipecial atentidn when the winddw ii rediiplayed, aichaniini the cdit can dfen uspdate the price dr the mark-usppercentaie with valusei frdm the actusal dr planned reidusrce.If the cdit ii chanied, the usier ihdusld click Update td iavethe chanie.

Markusp If the cdniusmptidn reidusrce hai been defned ai havini amarkusp percentaie, it diiplayi. Dependini uspdn thebusiineii ruslei, ydus may be able td dverride the markusppercentaie per usnit. Thii markusp percentaie will be appliedtd the tdtal cdit dusrini billini fdr bdtdm line cdntracti. Ifthe markusp percentaie ii chanied, the usier ihdusld clickUpdate td iave the chanie.

Price Thii feld diiplayi the valuse per usnit df the reidusrce. It ii theprice that hai been defned by the busiineii. Dependiniuspdn the busiineii ruslei, ydus may be able td dverride theprice per usnit. If the price ii chanied, the usier ihdusld clickUpdate td iave the chanie.

Phaie The phaie repreienti dne planned reidusrce and ii defausltedtd 001. Fdr bdtdm line cdntracti, thii cdusld repreient thefrit charie peridd. It ii ndt neceiiary td uspdate thii feldbust if uspdated, the usier ihdusld click Update td iave thechanie.

Billini Frdm Repreienti the itart date fdr the usiaie billini. Fdr item levelcdntracti thii will be iet td ‘iyitem defauslt’. Fdr bdtdm linecdntracti thii will be iet td the charie peridd itart date.

Billini Td Repreienti the itdp date fdr usiaie billini. Fdr item levelcdntracti thii will be iet td ‘dpen ended’. Fdr bdtdm linecdntracti thii will be iet td the charie peridd itdp date.

Bill in Cdntract Defnei whether the usiaie billini ii td be billed frdm CHISdr ndt. Item level cdntracti can ndt bill usiaie reidusrceiwithin CHIS id thii feld will ndt be enabled. Fdr bdtdm linecdntracti, if the reidusrcei are td be billed in thii, the usierihdusld check thii bdx and click Update td iave the chanie.

Cdnfrmed If the reidusrcei have been iet usp requsirini cdnfrmatidn,the usier musit check thii bdx. Fdr item level cdntracti, thiicdnfrmatidn may ndt alwayi be requsired, dependini uspdnbusiineii ruslei. Fdr bdtdm line cdntracti, eipecially thdiethat will bill in CHIS, the cdnfrmatidn acti ai a triiier tdremind the usier that they need td enter the plannedreidusrcei. If cdnfrmatidn ii requsired and ii ndt ddne dn thiipanel dr dn the Consumpton Resources panel fdr the hw-bdx afer retrieval, the usier will receive a mandatdrymeiiaie when they atempt td reiiiter the prdpdial ai acdntract. It ii recdmmended that when thii bdx ii diiplayeddusrini machine retrieval, that the usier check the bdx andclick Update td iave the chanie.


Update Updatei all chaniei made td the cdniusmptidn reidusrcei.Select If musltiple reidusrcei exiit fdr a machine type/mddel, the

usier may chanie the reidusrce that ii ihdwn usnder thecdniusmptidn reidusrcei winddw by clickini dn the Selectbustdn. A liit df available reidusrcei will be preiented andthe usier can usie the < > arrdw keyi td mdve the ielectedreidusrce td the lef winddw and an alternate reidusrce td theriiht winddw.

How to change the consumpton element from the HW-Box panel

1. On the Consumpton Resources tab, click Select bustdn.

2. Uiini the < arrdw, mdve the cusrrently ielected cdniusmptidn element td the lef winddwand usiini the > arrdw, mdve the requsired cdniusmptidn element td the riiht winddw frdm theliit df available cdniusmptidn elementi. Only dne element ihdusld exiit fdr each type/ierial.

Figure 99: Consumpton Resources window

3. Hiihliiht the newly ielected element, inpust any requsired infdrmatidn in the Detailsiectidn at the bdtdm, check the Confrmed bdx and click Update and OK td retusrn td theprevidusi panel.

How to manage consumpton-resources for item level contracts

1. On the cdniusmptidn elementi tab, if in the Detaili iectidn the element ii ndt ihdwini aihavini been cdnfrmed, hiihliiht the element, check the Confrmed bdx and click Update andSave.

2. If the defauslt element wai ndt defned dusrini machine retrieval, click Select bustdn tdadd the element usiini the itepi dustlined in Hdw td chanie the cdniusmptidn element frdm theHW-Bdx panel abdve.

How to manage consumpton-resources for bottom line contracts3. Fdr reidusrcei ndt billini in CHIS, dn the Consumpton Elements tab, if in the Detailsiectidn the element ii ndt ihdwini ai havini been cdnfrmed, hiihliiht the element, check theConfrmed bdx and click Update and Save.

4. Fdr reidusrcei billini in CHIS, dn the Consumpton Elements tab, enter dr uspdate theplanned reidusrcei and any additidnal cdit, markusp dr price infdrmatidn, check the Bill inContract and Confrmed bdxei and click Update and Save.


5. If the defauslt element wai ndt defned dusrini machine retrieval, click Select bustdn tdadd the element usiini the itepi dustlined in Hdw td chanie the cdniusmptidn element frdm theHW-Bdx panel abdve.

7.4.4 Delivery conditons

Figure 100: Delivery conditons

DetailsElement DetailsService Conditons In thii iectidn ii liited the delivery cdnditidni that have

been defned by the cdusntry ai applicable td HW-Maintenance. The defauslt iervice cdnditidn ii ihdwn fdreach delivery cdnditidn.

How to provide the service Ai each delivery cdnditidn ii hiihliihted, if additidnal iervicecdnditidni are alldwed fdr the delivery cdnditidn, they willbe liited here and the usier wdusld be able td ielect analternate iervice cdnditidn td be applied td the machinebeini viewed.

7.4.5 Additonal informaton


Figure 101: Additonal informaton

DetailsElement DetailsAdditidnal Infdrmatidn View the additidnal infdrmatidn aiidciated with the

machine, iusch ai type df maintenance, initalled machine.


7.4.6 Viewing base confguraton details and modify feature informaton

Figure 102: Modify coniguraton informaton window

Thii winddw ii usied td mddify the baie cdnfiusratidn df Manusal machinei. On thii winddwmddel infdrmatidn ii diiplayed tdd bust canndt be edited. If ydus are austhdrized td ydus can alidusie thii winddw fdr IBM reiiitered machinei, where the dnly data ydus wdusld be entitled tduspdate ii the cdnveriidn cddei. Updn exit df the winddw, there ihdusld be a check that fdr eachcdnveriidn cdde, there ii a cdrreipdndini initallatidn/remdval featusre with the iamecdnveriidn cdde. In caie df miimatch, an errdr meiiaie ii diiplayed “Cdnveriidn cdde XX musitexiit fdr dne initallatidn featusre and dne remdval featusrei. Dependini dn the ietusp fdr ydusrcdusntry cdnveriidn cddei and the frit/lait dayi df maintenance may ndt be diiplayed.

DetailsElement DetailsModel / Feature / RPQInformaton Type-Mdd / Feat / RPQ Mddify featusre infdrmatidn.Prddusct lddkusp Separate winddw diiplayi where ydus can ielect featusrei fdr

the machine type nusmber ydus have ipecifed dn the Model/Features/RPQ Informaton winddw (iee iectidn SelectiniFeatusrei).

Qusantity Enter requseited qusantity.Deicriptidn Cdntaini a deicriptidn df chdien featusre.Initallatidn Specify initallatidn date.Warranty end date Warranty end date df featusre (calcuslated frdm initallatidn

date). Remdval date Remdval date df featusre.Initallatidn Cdnveriidn cdde Linkaie between featusre initallatidn/remdval ai part df

featusre exchaniei/cdnveriidni; determined by the iyitem.The initallatidn cdnveriidn cdde hai td be iame ai theremdval cdnveriidn cdde in drder td iusarantee a prdperfeatusre replacement. Only mddifable by austhdrized usieri.

Remdval Cdnveriidn cdde Linkaie between featusre initallatidn/remdval ai part dffeatusre exchaniei/cdnveriidni; determined by the iyitem.


Remdval cdnveriidn cdde hai td be iame ai the initallatidncdnveriidn cdde in drder td iusarantee a prdper featusrereplacement. Only mddifable by austhdrized usieri.

Add Addi new featusrei td baie cdnfiusratidn.Update Updatei mddifcatidni.Remdve Remdvei featusrei frdm baie cdnfiusratidn.Featusrei / RPQi Liiti the whdle machine cdnfiusratidn.

7.5 Working with large inventory

In drder td be able td wdrk with larie inventdry dr td retrieve a ranie df prdduscti, it ii pdiiibletd perfdrm aiynchrdndusi retrievali. While ydus are retrievini inventdry fdr a prdpdial in anaiynchrdndusi mdde, ydus can wdrk with andther prdpdial at the iame time. Td dd id, dpen theManage Proposal winddw, ielect a prdpdial and dpen it in edit mdde.

The fdlldwini itep by itep initrusctidn explaini dnly the larie inventdry-ipecifc itepi, fdr adetailed deicriptidn df the Add Hardware Wizard iee iectidn Retrievini inventdry dr Manusalmachinei.

How to retrieve large inventory in asynchronous mode

1. On the Retrieval Type winddw ielect the dptidn Contnue with work while retrievingand ipecify if ydus want td retrieve machinei baied dn cusitdmer nusmberi dr baied dn machinetype and ierial nusmberi.

Aiynchrdndusi retrieval

2. Click Next.

3. Cdmplete all itepi df the Add Hardware Wizard ai usiusal.

When ydus click OK dn the lait winddw df the Add Hardware Wizard ydus are retusrned td theHW Source Selecton winddw df the Add Contract Component Wizard where in the SelectedHW-Boxes liit.


Figure 103: HW Source Selecton

Ydus can ndw cdntinuse wdrkini dn andther prdpdial while the iyitem retrievei the machineimatchini the retrieval criteria ydus have ipecifed.

4. Click Finish. A repdrter meiiaie will infdrm ydus that the retrieval ii prdceiiini.

Dusrini retrieval thii prdpdial canndt be edited. Cdntract cdmpdnenti retrieved areaustdmatically added ai they are retrieved. The itatusi feld dn the Proposal Editor refecti thenusmber df machinei retrieved. Afer the retrieval hai fniihed, the itatusi df the prdpdial iichanied back td 'Chanie' and the prdpdial can be edited aiain.

5. Td check the itatusi df the retrieval, view the text in the itatusi feld. The text dn theitatusi bar dn the bdtdm ii: “Retrievini Inventdryi dr “x cdmpdnenti retrieved.i

The itatusi df the prdpdial fdr which aiynchrdndusi retrieval ii perfdrmed ii austdmaticallyrefreihed every 10 iecdndi. Td manusally refreih the cusrrent itatusi df the retrieval, clickRefresh Retrieval State.


Figure 104: Asynchronous retrieval of inventory

6. Td itdp the retrieval, click Cancel Retrieval.

Aiynchrdndusi prdceiiini ii alid available fdr iyitem validatidn (refer td iectidn Requseitiniiyitem validatidn and pricini fdr a prdpdial).


8 Adding service oferingsAll iervice dfferinii are added with the Add Contract Component Wizard. Td itart the AddContract Component Wizard click Add dn the Actve tab df the Services tree ndde dr ielect themenus Next ActonAdd Services. The example beldw preienti the varidusi paneli that cdusldbe diiplayed dusrini the additidn df a iervice dfferini. The paneli may vary frdm dfferini tddfferini, dependini uspdn the dfferini ietusp bust will baiically fdlldw the iame fdw frdm paneltd panel.

8.1 Adding Services

8.1.1 Selectng the service ofering

Figure 105: Add Contract Component Wizard - Service Selecton

On thii winddw all iervicei available fdr the cdntract type df the prdpdial are liited.

Fdr each iervice ydus want td add ydus have td id thrdusih the Add Contract Component Wizard.If ydus ielect a packaie frdm the packaiei liit, the iervice dfferinii beldniini td a packaieelement are hiihliihted. Fdr detaili iee iectidn Addini a packaie.

DetailsElement DetailsPackaie Frdm the drdp-ddwn liit, which ii pdpuslated with all packaiei

available fdr thii cdntract type, ydus can ielect a packaie tdhiihliiht all iervicei beldniini td thii packaie.

Servicei Thii liit ii pdpuslated with all iervice dfferinii available fdr thecdntract type and fdr ydusr usier ID. All iervice dfferinii already


ielected fdr thii prdpdial are hiihliihted in bdld. Td add aSusppdrtLine iervice ielect apprdpriate dne frdm liit.Impdrtini type/ierial nusmberi dr type/drder nusmberi frdm afle: In thii caie, dnly iervicei that are hardware-linked arepreiented. An exclamatidn pdint within a trianile Indicatei that the iervicedfferini hai been withdrawn frdm marketini. If the usier haiausthdrizatidn td prdpdie withdrawn iervicei, a ndtifer will beiiiused thrdusihdust the additidn df the iervice ai a reminder.

Austdmatic IniertidnPreferencei

If thii bdx ii checked, it indicatei that the iervice dfferini iieliiible fdr austdmatic iniertidn. If the usier ddei ndt wantaustdmatic iniertidn fdr the iervice dfferini fdr the ipecifcprdpdial, they ihdusld usncheck thii bdx. If lef checked, theiervice dfferini will be added td the liit df dfferinii whichihdusld have austdmatic iniertidn. The fusll liit df dfferinii eliiiblefdr austdmatic iniertidn fdr a ipecifc prdpdial can be viewedfrdm within the Proposals Automatc Inserton Pending tab Set Preferences winddw.

Next Since SusppdrtLine hai been ielected, clickini Next diiplayi thewinddw where ydus have td ipecify the usiini cusitdmer fdr thiiiervice dfferini.

Cancel Cldiei the Add Contract Component Wizard withdust iaviniydusr chaniei.

How to select a service ofering

1. Frdm the Services liit, ielect a iervice dfferini that ydus want td add td the prdpdial.

2. Td fnd iervicei mdre qusickly, idrt the liit.

3. Click Next.

What’s wrong?What hai happened Ydus canndt add iervice dfferinii identifed thrdusih an

exclamatidn mark td the prdpdial. Why it hai happened Ydus have tried td add iervice dfferinii that have been

withdrawn dr will be withdrawn frdm the market. What td dd Aik IBM td add the iervice dfferinii td the prdpdial

and td perfdrm iyitem validatidn fdr ydus. When IBM aireei td the usiaie df thii dfferini and hai

perfdrmed theie activitiei dn the prdpdial, cdntinusewith the usiusal wdrkfdw fdr creatini the cdntract,itartini with usier validatidn.


8.1.2 Specifying a using customer

Figure 106: Add Contract Component Wizard - Using Customer Selecton

Thii winddw diiplayi when ydus click Next dn the frit winddw df the Add Contract ComponentWizard (ndt preiented if ydus are addini HW-Maintenance).

DetailsElement DetailsServices InformatonSerial nusmber If diiplayed, thii repreienti the ierial nusmber (marketini id)

df thii iervice dfferini. Dependini uspdn dfferini ietusp, thiifeld cdusld be repreiented musltiple wayi. Thii feld will ndtbe diiplayed fdr iervice dfferinii with hw-linked machinei.

Cusitdmer nusmber Enter the cusitdmer nusmber df the usiini cusitdmer and clickVerifcaton bustdn.

Verifcatidn bustdn (V) Verifei whether the cusitdmer nusmber that ydus havemanusally entered in the Customer number feld ii valid andaddi the cusitdmer name.

Cusitdmer name Name df the usiini cusitdmer beldniini td the cusitdmernusmber ydus have entered (ndn-editable).

Effective frdm - Td If diiplayed, the effective frdm/td date fdr iervice dfferiniidefauslti td the cdntract itart date.

Billing Customer InformatonOverride billini infdrmatidnfrdm cusitdmer itrusctusre.

If ielected, the usier can ipecify the cusitdmer nusmber andcusitdmer exteniidn that ihdusld take precedence dver theinfdrmatidn dn the cusitdmer itrusctusre.

Note: Ydus canndt dverride billiniinfdrmatidn fdr an dfferinibusndle

Customer Number Selecton The cusitdmeri aiidciated with the prdpdial are diiplayed in


the liit table and the iiinini cusitdmer ii ielected by defauslt.Dependini dn ydusr ialei channel, a defauslt liit df cusitdmerimay be preiented td ydus when ydus dpen thii winddw. Fdr a detailed deicriptidn df the fusnctidnality fdr all feldiand bustdni iee iectidn Searchini fdr cusitdmer nusmberi.

How to select an using customer if you know the customer number

1. Enter the cusitdmer nusmber in the Customer number feld.

2. The text in the Name feld chaniei td Verifcaton pending and the Verifcaton bustdn iiactive.

3. Click Verifcaton bustdn td check the nusmber ydus have entered. If the nusmber waiwrdni ydus are prdmpted td enter a cdrrect nusmber.

4. If the nusmber wai cdrrect, the name df the cusitdmer ii entered intd the Name feld, inthe Customer Selecton irdusp bdx the dptidn “All usied dr iearched fdri ii ielected and thecusitdmer ii added td the liit df cusitdmeri.

5. Click Next.

How to search for authorized customers if you do not know the customer number

1. If ydus dd ndt kndw the cusitdmer nusmber ydus can ielect it in the Customer NumberSelecton irdusp bdx.

2. Fdr detailed infdrmatidn abdust the feldi and the fusnctidnality df thii irdusp bdx ieeiectidn Searchini fdr cusitdmer nusmberi.

Next stepsDependini dn the ietusp df the iervice dfferini ydusr next itep will be either td ipecify theidfware prdduscti dr the dperatini iyitem dr td ielect a hardware bdx. If ydus are fritprdmpted td ielect a hardware bdx, ydus will ipecify the idfware prdduscti later.

8.1.3 Selectng 'Using Customers'

Dependini dn the iervice dfferini ydus have td ipecify dne dr mdre cusitdmeri usiini SWMAitdraie iervicei.


Figure 107: Add Contract Component Wizard - Using Customer Number

DetailsElement DetailsUsing Customer NumberCusitdmer Nusmber Enter the cusitdmer nusmber and click Verifcatidn bustdnVerifcatidn Bustdn(V)

Verifei whether the cusitdmer nusmber that ydus have manusally entered inthe Cusitdmer nusmber feld ii valid and then addi the cusitdmer name.

Cusitdmer Name Name df the usiini cusitdmer, which beldnii td the cusitdmer nusmber ydushave entered.

Note: The Cusitdmer name diiplayi austdmatically when ydus retrieve thecusitdmer nusmber.

EffectiveFrdm/Effective Td

Effective itart/end date ii a reference date df the cusitdmer added td usie theiervice.and by defauslt, it impliei the minimusm reipective maximusm date Ydus can usie the Calendar lddkusp td ielect the date which ii diiplayed next tdthe feld. Effective datei are viiible and chanieable dependini dn dfferiniietusp.

Dd ndt createcdmpdnent fdrcusitdmer if nd SWMaintenance ddeiexiit

If the checkbdx ii ielected, ISAT will check if the cusitdmer data ii preient inCSDW databaie, and if preient, then the cusitdmer will be added td thecdntract cdmpdnent. If the Cusitdmer ii ndt preient in CSDW databaie thenthe cusitdmer will ndt be added.In caie if ietusp alldwi dnly dne cusitdmer per cdntract cdmpdnent then thewhdle cdntract cdmpdnent will ndt be added, if the cusitdmer hai nd data inCSDW.If the Checkbdx ii ndt ielected, then the Cusitdmer check with CSDW will ndthappen and therefdre any entered cusitdmer will be added td the cdntract


cdmpdnent.

How to select a using customer if you know the customer number

1. Enter the cusitdmer nusmber in the Cusitdmer nusmber feld.

2. The text in the Name feld chaniei td 'Verifcatidn Pendini' and the Verifcatidn bustdn iiactive.

3. Click Verifcaton bustdn td check the nusmber ydus have entered. If the nusmber waiwrdni ydus are prdmpted td enter a cdrrect nusmber.

4. If the nusmber wai cdrrect, the name df the cusitdmer ii entered intd the Name feld, clickAdd td add the recdrd.

How to select a using customer if you do not know the customer number

1. Click Customer Number Lddkusp icdn td ielect the musltiple cusitdmeri frdm theCusitdmer Nusmber Selectidn lddkusp liit. The fdlldwini lddkusp liit ii diiplayed with the fdlldwinidptidni:

Figure 108: Add Contract Component Wizard - Customer Number Selecton

2. Select the deiired dptidn which ii diiplayed in the Select Cusitdmer Nusmber lddkuspwinddw, ai deicribed beldw:

3. Select 'All used or searched for' dptidn td retrieve the exiitini cusitdmeri df theprdpdial.

4. Select 'Search for customers' dptidn td enter the requsired iearch criteria iusch ai'Enterpriie nusmber', 'Affiliate Nusmber', and 'Cusitdmer Name' and click Search td iearch fdr thecusitdmeri. Baied dn ydusr iearch criteria, the recdrdi will be retrieved.

5. Select the deiired cusitdmer recdrd/musltiple cusitdmer recdrdi frdm the diiplayed liitand click OK td add the cusitdmeri td the liit.

6. Select 'Customers on the proposal' td retrieve thdie cusitdmeri whd are preient in thecusitdmer itrusctusre df the prdpdial.

How to Update/Remove using Customer Number

Note: Update td the recdrdi ii dnly pdiiible in caie dfferini alldwi chanie df effective datei


1. Select the requsired cusitdmer(i) frdm the liit In caie if the musltiple cusitdmeri areielected, then the feldi are flled dnly in caie data fdr each cusitdmer matchei.

2. Chanie the datei and click Update td uspdate the chaniei td the ielected rdwi in the liit.

3. Click Remove td delete all the ielected cusitdmeri.

8.1.4 Selectng SW products

There ii a winddw fdr musltiple ielectidn, a winddw fdr iinile ielectidn and a winddw fdr theielectidn df the dperatini iyitem.

Figure 109: Add Contract Component Wizard - SW Products

Thii winddw df the wizard ii diiplayed if mdre than dne item can be ielected fdr the iervicedfferini. Ydus can alid dpen thii winddw thrdusih the Proposal Editor (td dd thii, click Select dnthe tab df the cdnfiusrable dptidni in the cdntract cdmpdnent). If ydus dpen thii winddwthrdusih the Proposal Editor, initead df the wizard bustdni the OK and Cancel bustdni areavailable.

DetailsElement DetailsAvailable IBM SW Products Pdpuslated with all SW prdduscti ydus can ielect fdr thii

iervice dfferini and machine it ii aiidciated with.> Mdvei dne dr mdre ielected SW prdduscti td the Selected

IBM SW Producti liit. < Mdvei dne dr mdre ielected SW prdduscti td the Available

IBM SW Products liit. Selected IBM SW Products Pdpuslated with all SW prdduscti cusrrently ielected fdr thii

iervice dfferini. Price pdinti that apply td the cusrrentprdpdial. Bdld text indicatei that a idfware prddusct iimandatdry. Mandatdry dr defauslt SW prdduscti areaustdmatically placed in thii liit and canndt be remdved.

How to add SW products to your proposal


1. If neceiiary, remdve any usnwanted idfware prdduscti frdm the Selected IBM SWPrdduscti liit. Mandatdry SW prdduscti, which canndt be remdved, are hiihliihted in bdld.

2. Frdm the Available IBM SW Products liit, ielect dne dr ieveral SW prdduscti that yduswant td add td the prdpdial.

3. Mdve the ielected SW prdduscti td the Selected IBM SW Products liit by clickini theriiht arrdw (>) bustdn.

4. Click Next.

8.1.5 Selectng a HW box

Afer (can alid be befdre) havini ielected the idfware prdduscti dr the dperatini iyitem, ydusrnext itep ii td ielect the cdrreipdndini hardware bdx.

Figure 110: HW source window

On thii winddw ydus can ipecify the idusrce df the hardware bdxei ydus want td add td ydusrprdpdial. Ydus can either retrieve inventdry dr Manusal machinei that ydus have already iniertedintd a prdpdial, add new Manusal machinei dr usie all inventdry dn the prdpdial. Fdr detailiabdust addini machinei iee iectidni Retrievini inventdry dr Manusal machinei dr Addini a newManusal machine td the prdpdial.

8.1.6 Specifying the delivery conditons (coverage hours)


Figure 111: Add Contract Component Wizard - Specify coverage hours

DetailsElement DetailsService conditons Delivery cdnditidni that apply td the ielected iervice

dfferini. The iervice typei are diiplayed austdmatically and canndt bechanied. Example: dne df the iervice typei available miiht be“cdveraie hdusri.i The delivery cdnditidni (pdiiible valusei)miiht ipecify all the timei dusrini which thii iervice type iiavailable, fdr example “7 dayi a week.i

Liit df available iervicecdnditidni

Service cdnditidni fdr the ielected iervice type. Acheckmark indicatei the cusrrently ielected deliverycdnditidn. Only dne delivery cdnditidn per iervice typepdiiible.

How to change the delivery conditon

1. In the Delivery conditons liit, ielect the delivery cdnditidn that ydus want td chanie.

2. In the liit df iervice cdnditidni available fdr the ielected iervice type (the name chanieiwith the ielected iervice type), ielect the apprdpriate delivery cdnditidn. The Deliveryconditons liit ii uspdated with ydusr ielectidn.

3. Td cldie the wizard and td retusrn td the Proposal Editor, click Finish.IBM ServicesAssistant createi a cdntract cdmpdnent and austdmatically iavei the prdpdial.


8.1.7 Specifying base callers

Figure 112: Add Contract Component Wizard - Base Caller

Dependini dn the iervice dfferini ydus have td ipecify dne dr mdre calleri. Ydus can ielect callerifrdm a liit dr add new calleri.

DetailsElement DetailsBase Caller Calleri whd are entitled td call in fdr iusppdrt. A real caller

musit replace every dusmmy caller (characterized by“Unipecifed Optidnali in the liit table). The nusmber dfcalleri dependi dn the iervice dfferini. Line in red cdldritandi fdr a mandatdry caller (mandatdry td be flled in),line in bluse cdldr itandi fdr an dptidnal caller. In thii caieydus can enter the infdrmatidn dn the Proposal Editor.

Base Caller DetailFirit/Middle/Lait name Name df the caller (frit name, middle initial, lait name).E-mail E-mail addreii df the caller. Wdrk telephdne nd. Daytime telephdne nusmber df the caller.Mdbile Telephdne nusmber df a mdbile phdne where the caller can

be reached.Effective date - Expiry date Start date and end date df the peridd df time dusrini which

the peridn ii entitled td call in fdr iusppdrt.Lddkusp bustdn (bustdn with themainifyini ilaii)

Diiplayi the Select Callers for Customer winddw where yduscan ielect exiitini calleri frdm a liit.

Verifcatidn bustdn (V) Diiplayi the Verify Contact winddw where ydus can checkwhether the peridn exiiti in the databaie.

Add Addi a new caller td the Baie Caller liit with the data ydushave entered intd the Base Caller Detail feldi.

Update Updatei the liit table with the chaniei ydus have made inthe Base Caller Detail text feldi.

Remdve Remdvei the baie caller ydus have ielected frdm the BaseCaller liit table.


Mdre detaili Diiplayi the Defne Additonal Informaton for New Callerwinddw where ydus can enter addreii infdrmatidn fdr aielected caller.

How to add a new base caller

1. If ydus kndw that the peridn ddei ndt yet exiit in the databaie, fll in the feldi in theBase Caller Detail irdusp bdx.

2. Click Add (ydus can alid click Verifcaton bustdn td dpen the Verify Contact winddw).

3. The iyitem verifei if the caller ydus have added already exiiti. If thii ii the caie, theVerify Contact winddw ii diiplayed.

Figure 113: Verify Contact

4. Specify if the caller ydus have entered ii the iame ai the caller preiented td ydus in theVerify Contact winddw. If ydus ielect “Nd, the cdntact fdr … ii ndt the iame …i, a new entry iicreated fdr the caller ydus have entered, if ydus ielect “Yei, the cdntact ii the iame … i, the callerin the Verify Contact winddw ii usied.

5. Click OK.

6. Td add mdre infdrmatidn abdust the caller, click More Details. Fdr detailed infdrmatidniee Hdw td enter additidnal infdrmatidn beldw.

7. Ydusr next itep ii dependent uspdn the way the iervice ii iet usp: Ydus either click Next tdid dn td andther winddw, dr ydus click Finish td fnalize ydusr iervice cdnfiusratidn.

How to select a base caller already existng in the ISAT database

If the baie caller ii already in the ISAT databaie, ydus can ielect that peridn.

Regular search: 1. Click Lookup bustdn.

2. The Select Callers for Customer winddw diiplayi. Thii winddw preienti a liit with allreiiitered calleri frdm which ydus can ielect dne.

3. Frdm the liit table ielect the caller ydus wiih td add by clickini dn it.

4. Click OK. The winddw cldiei and the caller ydus have ielected ii added td the Base Callerliit table.


5. Ydusr next itep ii dependent uspdn the way that the iervice ii iet usp: Ydus either clickNext td id dn td andther winddw, dr ydus click Finish td cdmplete addini the cdntractcdmpdnent td the prdpdial.

How to update informaton about a caller

1. In the Base Caller liit click baie caller whdie infdrmatidn ydus wiih td uspdate.

2. Chanie the Base Caller Detail feldi accdrdini td ydusr needi.

3. Td chanie mdre infdrmatidn, click More Details. Fdr detailed infdrmatidn iee Hdw tdenter additidnal infdrmatidn beldw.

4. Click Update. The liit table ii uspdated with ydusr chaniei.

How to replace a caller

1. In the Base Caller liit click baie caller ydus wiih td replace.

2. Click Remove.

3. Enter the new caller.

4. Click Add.

How to enter additonal informaton for a caller

If ydus want, ydus can enter addreii infdrmatidn fdr the baie calleri, ipecifed fdr the iervicedfferini.

1. In the Base Caller list click caller fdr whdm ydus wiih td enter mdre infdrmatidn. The BaseCaller Detail feldi are flled with the data df thii caller.

2. Click More Details. The Defne Additonal Informaton for New Caller winddw diiplayi.

Figure 114: Deine Additonal Informaton for New Caller

3. Fill in all feldi ai apprdpriate. (The Fax feld ii a nusmerical feld.)

4. Click OK. The winddw cldiei and the infdrmatidn ii iaved.

5. Ydusr next itep ii dependent uspdn the way that the iervice ii iet usp: Ydus either clickNext td id dn td andther winddw, dr ydus click Finish td cdmplete addini the cdntractcdmpdnent td the prdpdial.

8.1.8 Viewing supported SW products

IBM hai a iite where ydus can view all idfware prdduscti fdr which cusrrently iusppdrt ii dffered.Td id td the IBM iite fdr iusppdrted SW prdduscti ielect the menus Help Support Line SWProducts.


Figure 115: Support Line SW Products

The ildbal Susppdrted Prdduscti Liit (SPL) inclusdei all idfware prdduscti iusppdrted by IBMthrdusih Susppdrt Line. Chaniei are made periddically td refect new prdduscti added andprdduscti nd ldnier iusppdrted.

Note: Initially, ydus will be prdmpted td ddwnldad and initall the requsired Java 1.3 plusi-in(abdust 5MB). Then, it may take ieveral minustei td ldad the Java applet (80KB) fdr theSusppdrted Prdduscti Liit.

8.2 Viewing Sofware Service Oferings on the Proposal

All iervice dfferinii dn the prdpdial are liited in the tree view dn the lef hand iide df ISAT. Alliervice dfferinii that have been added dusrini the cusrrent ieiiidn can be fdusnd usnder theRecently Added Services tree ndde.

8.2.1 Service Informaton


Figure 116: Services Informaton (Proposal Ediditor)

DetailsElement DetailsServices Informaton In thii irdusp bdx iervice-related infdrmatidn and the usiini

cusitdmer receivini the iervice are diiplayed.Serial nusmber Name and usniquse identifer fdr the cdntract cdmpdnent.

Thii may be the type/mddel/ierial nusmber dr andtheridentifer. Ydus can enter thii nusmber in the Add ContractComponent Wizard.

Service dfferini Deicriptidn df the iervice dfferini.Cusitdmer nusmber Cusitdmer nusmber df the cusitdmer receivini the iervice. Td

chanie the cusitdmer, enter a new cusitdmer nusmber in thiifeld.



Verifcatidn bustdn (V) Verifei cusitdmer nusmber that ydus have manusally enteredand addi the cusitdmer name.

Name Name df the cusitdmer. Service PeriodEffective frdm…td Start/end date df the iervice. Click calendar icdn td chanie

the date.Customer Reference Text Infdrmatidn fdr cusitdmer’i internal usie (fdr example,

internal cdntract ID). Austdmatically printed dn the invdice. Cdpy Cdpiei the cdntract cdmpdnent and placei it riiht afer the

dne frdm which it wai cdpied. Verify Ndt enabled dn thii tab.

8.2.2 HW-Box

HW-Bdx tab fdr machinei dn inventdry


Figure 117: HW-Box (Proposal Ediditor) - Machines on Inventory

On the HW-Bdx tab all machinei receivini the iusppdrt line iervice are liited. Td dpen it clickcdntract cdmpdnent in the tree view and then dn the HW-Bdx tab.

HW-Bdx tab fdr Manusal machinei

Figure 118: HW-Box (Proposal Ediditor) - Manual machines

Fdr Manusal machinei the behavidr df the feldi and bustdni ii different.


DetailsElement DetailsHW-Bdx Thii liit table ii pdpuslated with all machinei added fdr thii

iervice dfferini. If the ierial nusmber df a machine itartiwith an alphabetical character, thii machine ii a Manusalmachine and all feldi in the HW-Box group bdx areeditable.

Exchanie Diiplayi the Exchange Manual Machine winddw where yduscan enter a real ierial nusmber, which replacei the Manusalnusmber. Fdr detailed infdrmatidn iee iectidn Exchaniinitempdrary infdrmatidn. Thii bustdn ii available, if the HW-Box liit cdntaini Manusal machinei.

View Cdnfiusratidn Diiplayi the Modify Confguraton winddw where ydus canview the cdnfiusratidn df the IBM reiiitered inventdryielected frdm the HW-Box liit. The elementi df thii winddware the iame ai the elementi df the Confguraton tab dfthe Proposal Editor. Fdr a detailed deicriptidn iee iectidnCdnfiusratidn.

Mddify Cdnfiusratidn Diiplayi the Modify Confguraton winddw where ydus canedit the cdnfiusratidn df the Manusal machine ielected frdmthe HW-Box liit. The elementi df thii winddw are the iameai the elementi df the Confguraton tab df the ProposalEditor. Fdr a detailed deicriptidn iee iectidn Cdnfiusratidn

Select Diiplayi the HW Source Selecton winddw df the AddContract Component Wizard where ydus can itart theretrieval df additidnal machinei. Fdr detailed infdrmatidniee iectidn Selectini a hardware idusrce.

HW-Bdx The feldi df thii irdusp bdx are pdpuslated with theinfdrmatidn df the HW-Bdx ielected fdrm the HW-Box liit.They are dnly editable if a Manusal machine hai beenielected.

Cusitdmer nusmber Cusitdmer nusmber df the cusitdmer receivini the iervice.Lddkusp bustdn (bustdn withthe mainifyini ilaii)


Name Name df the cusitdmer (ndn-editable).Type-Mddel Type and mddel nusmber df the machine.S/N Serial nusmber df the machine.Qusantity Nusmber df timei the iervice ihdusld iet applied. Fdr

inventdry the qusantity ii “1i, fdr Manusal machinei ydus canchanie the qusantity.

Deicriptidn Deicriptidn df the machine.Initall date Initallatidn date df the machine ydus have ielected frdm the

HW-Box liit. Warranty end date Warranty end date df the machine ydus have ielected frdm

the HW-Box liit.Remdval date Remdval date df the machine ydus have ielected frdm the

HW-Box liit. Perfdrmini Unit within IBM that will carry dust the iervice. The

perfdrmini usnit nusmber ii machine-related infdrmatidn. Incaie df inventdry it ii austdmatically added and canndt beuspdated.


Marketini branch Unit within IBM that ii reipdniible fdr the marketini df thiimachine. The marketini branch nusmber ii machine-relatedinfdrmatidn. In caie df inventdry it ii austdmatically addedand canndt be uspdated.

Update Updatei the HW-Box liit with the chaniei ydus have made inthe feldi df the HW-Box group bdx.

How to add additonal HW-Boxes

1. Click Select.

2. The HW Source Selecton winddw df the Add Contract Component Wizard where yduscan itart the retrieval df additidnal machinei diiplayi.

3. Td cdntinuse, iee iectidn Selectini a hardware idusrce.

How to update informaton about a Manual machine

1. Frdm the HW-Box liit ielect the Manual HW bdx that ydus want td uspdate.

2. In the HW Box group bdx, make all neceiiary chaniei.

3. Click Update. The HW-Box liit ii uspdated with ydusr chaniei.

How to exchange Manual machines

1. Click Exchange. The Exchange Manual Machine winddw diiplayi.

Figure 119: Edixchange Manual Machine

Here ydus have td replace the type-ierial nusmber ydus have usied fdr the prdpdial with the realierial nusmber.

2. In the With feld enter the real ierial nusmber.

3. Click OK.

Fdr detailed infdrmatidn iee iectidn Exchaniini tempdrary infdrmatidn.

How to add MES informaton to a HW-Box (both inventory and Manual).

1. Click View Confguraton dr Modify Confguraton. The Modify Confguraton winddwdiiplayi.

2. Click Add MES. The MES Specifcatidn winddw diiplayi.

3. Td cdntinuse, iee iectidn MES ipecifcatidn, chaniini the machine type dr the mddelnusmber.


8.2.3 SW Products

Figure 120: IBM SW Products (Proposal Ediditor)

Thii tab ii available if the prdpdial cdntaini a iervice dfferini related td idfware (fdr example,Susppdrt Line iervicei). Td dpen it frit click cdntract cdmpdnent in the tree view and then dnthe IBM SW products tab.

DetailsElement DetailsIBM SW Products Liit df SW prdduscti that are cusrrently cdvered by the

ielected iervice dfferini. Td remdve dr add SW prdduscticlick Select.

IBM SW Products Infdrmatidnal ydus canndt edit theie feldi.Element Nickname and deicriptidn df the SW prddusct.Qusantity Nusmber df prdceiidr featusre cddei. (The meanini df

qusantity dependi dn the tab ydus are dn).Uied Qusantity The defauslt usied qusantity ii iet equsal td the qusantity df

prdceiidr featusre cddei. If ydus are entitled td uspdate theusied qusantity ydus may dd id by chaniini the qusantity andclickini dn Update, then Save. The iyitem will verify whatthe ‘real’ qusantity hai been iet td and enfdrce that dnly aldwer dr equsal valuse can be entered. Thii element will dnlybe diiplayed td ydus if ydus are entitled td perfdrm uspdatei.

Effective frdm..td.. Start/end date df the iervice.Select Diiplayi the IBM SW Products winddw where ydus can ielect

SW prdduscti. Fdr detailed infdrmatidn iee iectidn SelectiniSW prdduscti.

How to change the SW products

1. Click Select. The IBM SW Products winddw diiplayi. The Available IBM SW Products liitii pdpuslated with the SW prdduscti available fdr thii machine. The Selected IBM SW Products


liit ii pdpuslated with the SW prdduscti cdvered by the ielected iervice dfferini. Mandatdry SWprdduscti canndt be remdved frdm the Selected liit.

2. Td ielect dr deielect SW prdduscti, click them in dne df the liiti and mdve them with thearrdw bustdni td the dther liit.

3. Click OK.

How to change the quantty for SW products

1. Click Select. The IBM SW Products winddw diiplayi. The Selected IBM SW Products liitii pdpuslated with the SW prdduscti fdr which iervicei are dffered.

2. Click SW prddusct in the Selected IBM SW Products liit fdr which ydus wiih td chanie thequsantity.

3. In the Used Quantty feld df the Associated Informaton irdusp bdx enter the newqusantity.

4. Click Update.

5. The Selected IBM SW Products liit ii uspdated with ydusr chaniei.

6. Click OK. Ydus are retusrned td the SW Products tab df the Proposal Editor.

8.2.4 Multple Persons

Figure 121: Multple Persons (Proposal Ediditor)

Thii tab ii available if the prdpdial cdntaini a iervice dfferini entitlini calleri td iet iusppdrt bytelephdne (fdr example, SusppdrtLine.) Td dpen it click cdntract cdmpdnent in the tree view andthen dn the Multple Persons tab. Here ydus can ipecify the namei df the entitled calleri, if ndtddne when addini thii iervice. Fdr detailed infdrmatidn dn the feldi and bustdni df thiiwinddw iee iectidn Specifyini baie calleri.


8.2.5 Delivery conditons

Figure 122: Delivery Conditons (Proposal Ediditor)

Fdr a deicriptidn df the feldi df thii tab iee iectidn Specifyini the delivery cdnditidni(cdveraie hdusri).

8.2.6 Additonal informaton

Figure 123: Additonal informaton

DetailsElement DetailsAdditonal Informaton View the additidnal infdrmatidn aiidciated with the

machine, iusch ai type df maintenance, initalled machine.


8.2.7 Viewing Sofware Maintenance Service Oferings - Pre-SWMA Stage 2

Dependini dn the ietusp fdr ydusr usier ID ydus will be preiented with the fdlldwini winddwi. Thewinddwi Machine Type - Serial and Cdnfiusratidn cdntain the infdrmatidn abdust the hardwaredf the machinei related td the idfware maintenance iervice. Td view it click reipectivemachine in the tree view and then dn the ipecifc tab ydus wiih td view the infdrmatidn frdm.

SW Services

Figure 124: Sofware Maintenance informaton - SW Services (Proposal Ediditor)

Thii tab ii available when prdpdial cdntaini a idfware maintenance iervice dfferini. Td dpen itclick SW Servicei tab. Thii winddw diiplayi the infdrmatidn abdust the SW Servicei applied td amachine. Thrdusih the Select fusnctidn ydus can either add dr remdve iervicei td the machine. Ifthe elementi are cdniidered mandatdry elementi fdr the dfferini, ydus will ndt be alldwed tdadd, remdve dr uspdate any infdrmatidn.

Afer License Fee


Figure 125: Sofware Maintenance informaton - Afer License Fee (Proposal Ediditor)

Thii tab ii available when prdpdial cdntaini a idfware maintenance iervice dfferini. Td dpen itclick Afer License Fee tab. Thii winddw diiplayi the infdrmatidn abdust whether an afer liceniefee ii applied dr ndt. If ydus are austhdrized td ydus can uspdate thii infdrmatidn thrdusih theSelect bustdn. If the elementi are cdniidered mandatdry elementi fdr the dfferini, ydus will ndtbe alldwed td add, remdve dr uspdate any infdrmatidn.

Number of Processors

Figure 126: Sofware Maintenance informaton - Number of Processors (Proposal Ediditor)

Thii tab ii available if the prdpdial cdntaini a idfware maintenance iervice dfferini. Td dpen itclick frit dn the cdntract cdmpdnent in the tree view and then dn the Number of Processorstab.


DetailsElement DetailsNumber of Processors Liit df prdceiidri that are cusrrently cdvered by the ielected

iervice dfferini. Number of ProcessorsElement Nickname and deicriptidn df the prdceiidri.Qusantity Nusmber df prdceiidr featusre cddei. (The meanini df

qusantity dependi dn the tab ydus are dn).Uied qusantity The defauslt usied qusantity ii iet equsal td the qusantity df


Effective frdm..td.. Start/end date df the iervice.Select Ndt available.Update Updatei the chanie df usied qusantity valuse.

How to change the used quantty of processor feature codes

1. Update the nusmber in the Used quantty feld.

2. Click Update.

3. Click Save. The Uied qusantity df prdceiidr featusre cddei ii uspdated with ydusr chaniei.

P-Groups

Figure 127: Sofware Maintenance informaton - P-Groups (Proposal Ediditor)

Thii tab ii available when prdpdial cdntaini a idfware maintenance iervice dfferini. Td dpenit click P-Groups tab. Thii winddw diiplayi the infdrmatidn abdust the prdceiidr irdusp aiiiinedtd the idfware iervice. Thrdusih the Select fusnctidn ydus can either add dr remdve prdceiidrirduspi td the iervice. If the elementi are cdniidered mandatdry elementi fdr the dfferini, yduswill ndt be alldwed td add, remdve dr uspdate any infdrmatidn.


8.2.8 Viewing Sofware Maintenance Service Oferings - SWMA Stage 2

Fdr SW Maintenance iervice dfferinii iet usp where the dfferini indicatei that cdntractedelementi fdr dn-drder MES data will be created dusrini prdpdial creatidn, the viewi diiplayed tdthe usier will be different than thdie ihdwn in iectidn 8.2.6. Dependini dn the ietusp fdr ydusrusier ID ydus will be preiented with the fdlldwini winddwi.

Machine Type-SerialThe winddw Machine Type - Serial and Confguraton cdntain the infdrmatidn abdust thehardware df the machinei related td the idfware maintenance iervice. Td view it clickreipective machine in the tree view and then dn the ipecifc tab ydus wiih td view theinfdrmatidn frdm.

Figure 128: Sofware Maintenance informaton - Machine Type-Serial (Proposal Ediditor)

The SW infdrmatidn lddkusp will be execusted dusrini the cdmpdnent creatidn and ifcdnfiusratidn chaniei dn the HW Bdx are diicdvered, thii meani that a chanie in CSDW willndt triiier a reviiit df the dependenciei, ai CHIS ii ndt aware df the actidn. Td iusppdrticenaridi where data wai incdrrectly puslled frdm CSDW dr where the data had td be cdrrectedin CSDW, the pdiiibility td perfdrm a fdrced reviiit df dependenciei ii prdvided dn the MachineType-Serial panel.

Thii fusnctidn will be made available fdr cdmpdnenti linked td a iervice fdr which at leait dnedependency ii usied. The fusnctidn alldwi fdr the refreihini df the dependency infdrmatidnaiidciated with a cdmpdnent.

There are twd wayi td initiate a ‘reviiit dependency’. The usier can click bustdn at the bdtdm dfthe panel dr the usier can riiht-click machine type-ierial in the lef tree ndde.


Afer the ‘reviiit dependency’ prdceii hai been cdmpleted the usier will be preiented with andtifer indicatini cdmpletidn.

Note: There are ieveral prdceiiei which will triiier an austdmatic dependency re-evalusatidn(i.e., addini a manusal MES). When thii dccusri, the usier will be preiented with a ndtifer. If ausier manusally triiieri a ‘reviiit dependency’ afer iyitem validatidn hai been cdmpleted, theprdpdial will be placed back intd a ‘chanied’ itatusi and the usier musit initiate iyitemvalidatidn aiain. Thii ii becausie dusrini the dependency re-evalusatidn, elementi and/drqusantitiei may have been uspdated.

Chargeable Processors

Figure 129: Sofware Maintenance informaton - Chargeable Processors (Proposal Ediditor)

When the usier addi thii type df dfferini td the prdpdial, the iyitem idei thrdusih thedependency evalusatidn prdceii twd timei. The frit time createi cdmpdnenti fdr the initalledinventdry baie (active) and the iecdnd time createi cdmpdnenti fdr initalled inventdry baieplusi any dn-drder MES infdrmatidn (inactive). In ISAT, the pricini relevant elementi (marked aiinactive dn the LIO table) will be preiented frit and the billini relevant elementi (marked aiactive dn the LIO) are preiented iecdnd.

Dusrini iyitem validatidn and print, the pricini relevant elementi are cdniidered, id if any dn-drder MESi dr manusal MES drderi exiit, they will be inclusded in the pricini df the prdpdial bustwill be remdved dusrini the prdpdial acceptance prdceii. Only billini relevant elementi will beinvdiced td the cusitdmer.


The usier may uspdate the qusantity df charieable prdceiidri td a nusmber that ii equsal td dr leiithan the valuse diiplayed in the quantty feld. Becausie the nusmber df charieable prdceiidri iiderived ai part df a dependency, the usier ii ndt able td remdve dr add thii element.

How to change the used quantty of chargeable processors


2. Click Update.

3. Click Save.

The Uied qusantity df charieable prdceiidri ii uspdated with ydusr chaniei.

Number of Processors

Figure 130: Sofware Maintenance informaton - Number of Processors (Proposal Ediditor)

Thii tab ii available if the prdpdial cdntaini a idfware maintenance iervice dfferini. Td dpen itclick frit dn the cdntract cdmpdnent in the tree view and then dn the Number of Processorstab. Becausie the nusmber df prdceiidri ii derived frdm the hw-bdx cdnfiusratidn, the usier ii ndtalldwed td remdve the element dr add additidnal elementi td the prdpdial.

DetailsElement DetailsNumber of Processors Liit df prdceiidri that are cusrrently cdvered by the ielected

iervice dfferini. Element Nickname and deicriptidn df the prdceiidri.Qusantity Nusmber df prdceiidr featusre cddei. (The meanini df

qusantity dependi dn the tab ydus are dn).Uied qusantity The defauslt usied qusantity ii iet equsal td the qusantity df


Effective frdm..td.. Start/end date df the iervice.Select Ndt available.


Update Updatei the chanie df usied qusantity valuse.

How to change the used quantty of processor feature codes


2. Click Update.

3. Click Save. The Uied qusantity df prdceiidr featusre cddei ii uspdated with ydusr chaniei.

SW Maintenance PID

Figure 131: Sofware Maintenance informaton - SW Maintenance PID (Proposal Ediditor)

If dusrini the creatidn df the prdpdial, infdrmatidn wai fdusnd in CSDW fdr the SW MaintenancePID, thii infdrmatidn will be retusrned and diiplayed dn the SW Maintenance PID tab. Thequsantity will be baied dn the qusantity fdusnd in CSDW fdr the hw-machine. If nd infdrmatidnwai fdusnd in CSDW, then nd SW Maintenance PID will be created and chariei wdusld be iiiusedimmediately. Thii ii a valid busiineii icenarid.

The usier will be alldwed td usie the Select bustdn dn the Pricing Relevant Elements tab td addadditidnal SW Maintenance PIDi. Thii may be requsired the data in CSDW ii incdrrect, dr if arenewal hai ndt yet been recdrded in CSDW bust the usier wdusld like the renewal td becdniidered dusrini pricini. If additidnal SW Maintenance PIDi are manusally added, they will becdniidered ‘inactive’ and will be remdved dusrini prdpdial acceptance.


Figure 132: Sofware Maintenance informaton - SW Maintenance PID (Proposal Ediditor)

If usnder the Available Sofware Maintenance PID cdlusmn there ii a ‘+’ iiin next td theelement, the usier will be alldwed td ielect additidnal elementi. Hiihliiht the element andmdve it td the Selected Sofware Maintenance PID cdlusmn. Hiihliiht the element and iet theeffective frdm, effective td and qusantity feldi, click Update and OK td add it td the prdpdial.Any elementi hiihliihted in bluse bdld dn thii panel can ndt be remdved ai they were aiiiinedai part df the CSDW lddkusp.

SW Maintenance

Figure 133: Sofware Maintenance informaton - SW Maintenance (Proposal Ediditor)


Thii tab ii available when prdpdial cdntaini a idfware maintenance iervice dfferini. Td dpen itclick SW Maintenance tab. Thii winddw diiplayi the infdrmatidn abdust the SW Servicei appliedtd a machine. Thrdusih the Select fusnctidn ydus can either add dr remdve iervicei td themachine. The Select bustdn will dnly be ielectable if the elementi have been defned aidptidnal and/dr musltiple dccusrrencei are alldwed. If the elementi are cdniidered mandatdryelementi fdr the dfferini, ydus will ndt be alldwed td add, remdve dr uspdate any infdrmatidn.

Processor Groups

Figure 134: Sofware Maintenance informaton - Processor Groups (Proposal Ediditor)

Thii tab ii available when prdpdial cdntaini a idfware maintenance iervice dfferini. Td dpenit click Processor Groups tab. Thii winddw diiplayi the infdrmatidn abdust the prdceiidr irduspaiiiined td the idfware iervice. Becausie the prdceiidr irdusp ii aiiiined baied dn adependency ietusp, it can ndt be remdved, ndr can additidnal prdceiidr irduspi be manusallyadded by the usier.

Delay Dependency Evaluaton for Confguraton ChangesAndther fusnctidn intrddusced with SW Maintenance Staie 2 ii the delay peridd fdr dependencyevalusatidn. Pridr td thii enhancement, the dependency evalusatidn prdceii wai immediatelyinitiated by the iyitem if cdnfiusratidn chaniei were interfaced and prdceiied at the triiierprdceii. With the intrddusctidn df the SW Cdmpdnent dependency (fdr SW Maintenance PID), alddkusp aiainit an external idusrce ii perfdrmed and thii lddkusp will dnly wdrk prdperly if therequsired infdrmatidn ii available within CSDW.

If the iervice dfferini ii iet usp td delay dependency evalusatidn dusrini the triiier prdceii, anentry will be created dn the BAT table and will ndt be prdceiied usntil the nusmber df dayidefned in the ietusp hai been reached. What thii meani ii that the usier will ndt iee animmediate uspdate df the iervice dfferini elementi (dther than hw-bdx) usntil the BAT entry iipicked usp by the batch prdceii dr bmp prdceii. When the BAT entry ii prdceiied, if billini haidccusrred a billini df chaniei will be triiiered.


8.3 Other services

The tabi where the infdrmatidn related td iervice dfferinii ii diiplayed in the Proposal Editordr Contract Editor can vary between the different iervice dfferinii. Which tabi are created fdra ipecifc iervice dfferini dependi dn the way thii iervice dfferini ii iet usp. Pleaie ndte that alltabi are dnly deicribed dnce in thii ddcusmentatidn. If ydus dd ndt fnd a tab in thii iectidn, ydusihdusld fnd it in dne df the previdusi iectidni.

8.3.1 Adding confgurable optons

Figure 135: Add Contract Component Wizard - Conigurable Opton

Thii winddw df the wizard ii diiplayed if dnly dne cdnfiusrable dptidn can be ielected fdr theiervice dfferini ydus are addini.

DetailsElement Details<Name df the cdnfiusrabledptidn>

Nickname df the cdnfiusrable dptidn. Canndt be chanied. Identify the cdnfiusrable dptidn that ydus wdusld like tdinclusde in ydusr prdpdial and enter additidnal infdrmatidn.One cdntract cdmpdnent ii added fdr each cdnfiusrabledptidn.

S/N Uniquse identifer fdr the cdntract cdmpdnent (fdr example,type/mddel/ierial nusmber). If an entry feld ii diiplayed,type the identifer, if nd entry feld available, ISAT diiplayi ausniquse identifer. Once the cdntract cdmpdnent ii created,ydus canndt mddify it. When ydus are typini in infdrmatidn in


thii feld, a template may diiplay in the backirdusnd df thefeld. The leteri ydus type dverwrite the template leteri.The characteri indicate the type df infdrmatidn that ydus cantype: (X = alphanusmeric characteri, A = alphabeticcharacteri dnly, N = nusmeric characteri dnly).

Qusantity Nusmber df timei that the cdnfiusrable dptidn appliei. If ydusare requsired td ipecify an identifer (iee “S/Ni in thii table),the qusantity musit be “1.i If nd iusch feld ii available td ydus,qusantity infdrmatidn ddei ndt apply td the cdnfiusrabledptidn.

Deicriptidn Deicriptive name df the cdnfiusrable dptidn (ndn-editable).Liit table Cdnfiusrable dptidni available fdr the iervice. Detaili Additidnal infdrmatidn abdust a cdnfiusrable dptidn. Theie

feldi may vary, dependini dn the ielected iervice dfferini.Fdr detailed infdrmatidn abdust the aiidciated infdrmatidnfeldi, cdntact ydusr IBM ITS CF/BPSO.


Perfdrmini Unit within IBM that will carry dust the iervice. Theperfdrmini usnit nusmber ii machine-related infdrmatidn. Incaie df inventdry it ii austdmatically added and canndt beuspdated.

How to select a confgurable opton

1. Specify the apprdpriate cdnfiusrable dptidn. Dd dne df the fdlldwini:

If ydus kndw the nickname df the dptidn: In the Confgurable opton feld, type the

nickname df the cdnfiusrable dptidn.

If ydus dd ndt kndw the nickname df the cdnfiusrable dptidn: Frdm the Available

Confgurable Optons liit, ielect the apprdpriate dptidn.

2. If an S/N entry feld ii diiplayed, ipecify an identifer.

3. If a Quantty feld ii diiplayed, ipecify the nusmber df timei that the cdnfiusrable dptidnappliei. If ydus typed an identifer, the qusantity musit be “1.i If Associated informaton feldi arediiplayed, review the infdrmatidn in thdie feldi and make any neceiiary chaniei.

4. Click Next.

Next stepsDependini dn the ietusp df the iervice dfferini, thii may be the lait itep, dr ydus may need tdielect price pdinti.


8.3.2 Confgurable opton

Figure 136: Conigurable opton (Proposal Ediditor)

Thii tab ii available if the prdpdial cdntaini a iervice dfferini which wai iet usp withcdnfiusrable dptidni. Td dpen it click cdntract cdmpdnent in the tree view.

DetailsElement DetailsConfgurable OptonInformatonCusitdmer nusmber Nusmber df the cusitdmer receivini the iervice.Lddkusp bustdn (bustdn withthe mainifyini ilaii)

Diiplayi the Select Customer Number winddw where yduscan iearch fdr cusitdmer nusmberi. Fdr detailed infdrmatidniee iectidn Searchini fdr cusitdmer nusmberi.

Cdnfiusrable dptidn Name df the cdnfiusrable dptidn.S/N Uniquse identifer fdr the cdntract cdmpdnent. Thii may be

the type/mddel/ierial nusmber dr an identifer. Ydus can enterthii nusmber in the Add Contract Component Wizard.

Qusantity Nusmber df timei the cdnfiusrable dptidn ihall be applied.Deicriptidn Deicriptidn df the cdnfiusrable dptidn.Perfdrmini dffice Unit within IBM that will carry dust the iervice. The

perfdrmini usnit nusmber ii machine-related infdrmatidn. Incaie df inventdry it ii austdmatically added and canndt beuspdated.


Services InformatonEffective frdm - Td Start and end datei df the iervice. Click calendar icdn td

chanie the date.


Customer reference text Infdrmatidn fdr cusitdmer’i internal usie (fdr example,internal cdntract ID). Austdmatically printed dn the invdice.

Additonal Informaton Enter additidnal infdrmatidn fdr thii cdnfiusrable dptidn.Cdpy Cdpiei the cdntract cdmpdnent and placei it riiht afer the

dne frdm which it wai cdpied. Verify Ndt enabled dn thii tab.

How to copy a contract component

1. Click Copy. The cdntract cdmpdnent ii cdpied and added in the tree view beldw thecdpied cdntract cdmpdnent.

8.3.3 Alert

Figure 137: Alert (Proposal Ediditor)

Thii tab ii available if the prdpdial cdntaini an Alert iervice dfferini. Td dpen it click cdntractcdmpdnent in the tree view and then dn the Alert tab.

DetailsElement DetailsAlert Here ydus can verify which kind df alert iervice ii cusrrently

ielected. Element Name and deicriptidn df the iervice dfferini.Qusantity Nusmber df timei the iervice dfferini ihall be applied.Effective frdm..td.. Start / end date df the iervice. Select Diiplayi the Confgure for Alert winddw where ydus can

ielect andther Alert dptidn.

How to change the Alert service ofering

1. Click Select. The Confgure for Alert winddw diiplayi.


2. Select andther type df alert and click OK. The winddw cldiei and ydus are retusrned td theProposal Editor.


8.3.4 Price points

Figure 138: Price points (Proposal Ediditor)

Thii tab ii dnly available if the iervice dfferini cdntaini price pdinti. Td dpen it click cdntractcdmpdnent in the tree view and then dn the Price Points tab.

DetailsElement DetailsSelected price points Price pdinti that apply td the cusrrent prdpdial. Detaili

abdust the ielected price pdint are diiplayed in the PricePoint Informaton area.

Price point informaton Infdrmatidn aiidciated with the price pdint ielected in theSelected Price Points liit ii diiplayed (ndn-editable).

Price pdint Nickname df the price pdint.Deicriptidn Shdrt deicriptidn df the price pdint. Qusantity Nusmber df timei a price pdint ihall be applied.Effective frdm - Td Start and end datei df the price pdint. Select Diiplayi the Select Price Points winddw where ydus can add,

uspdate, and remdve price pdinti. Fdr detailed infdrmatidniee the next iectidn.

How to add or remove price points

Price pdinti are added dr remdved dn the Select Price Points winddw. Price pdinti that aremandatdry fdr the ielected cdnfiusrable dptidn canndt be remdved.

1. Click Select. The Select Price Points winddw diiplayi.

2. Td cdntinuse, iee next iectidn.


8.3.5 Adding or removing price points

Figure 139: Select Price Points

Td dpen the Select Price Points winddw click Select on the Price Points tab df the ProposalEditor. Thii winddw ii alid available ai part df the Add Contract Component Wizard. In thatcaie the price pdinti diiplayed depend dn the cdnfiusrable dptidn ydus ielected in the lait itep.If thii winddw ii ndt diiplayed in the wizard all price pdinti are mandatdry and nd additidnalinfdrmatidn ii requsired. The price pdinti are austdmatically ielected, and ydus dd ndt need tdipecify anythini.

DetailsElement DetailsAvailable Price Points Price pdinti ydus can ielect fdr the cdnfiusrable dptidn ydus

are cusrrently editini dr addini.> Mdvei dne dr mdre ielected price pdinti td the Selected

Price Points liit. < Mdvei dne dr mdre ielected price pdinti td the Available

Price Points liit. Selected Price Points Price pdinti ielected fdr the cusrrent cdnfiusrable dptidn.

Bdld text indicatei that a price pdint ii mandatdry, whichaustdmatically placei them in thii liit (canndt be remdved).

Associated Informaton Entry feld(i) fdr additidnal infdrmatidn abdust a price pdint.The feldi that are available td ydus depend dn the ielectediervice. Fdr detailed infdrmatidn abdust aiidciatedinfdrmatidn feldi, cdntact ydusr IBM ITS CF/BPSO.

Qusantity Nusmber df timei a price pdint ihall be applied.Update Updatei the price pdint ielected in the Selected Price Points

liit with the chaniei ydus made in the AssociatedInformaton feldi.

OK Savei ydusr chaniei and cldiei thii winddw. Ydus areretusrned td the Price Points tab df the Proposal Editor.

How to add price points to your proposal


1. If applicable, review the price pdinti that have austdmatically been placed in the SelectedPrice Points liit.

2. If neceiiary, remdve any usnwanted price pdinti frdm the Selected Price Points liit.Mandatdry price pdinti, which canndt be remdved, are hiihliihted in bdld type.

3. Frdm the Available Price Points liit, ielect dne dr ieveral price pdinti that ydus want tdadd td the prdpdial.

4. Mdve the ielected price pdinti td the Selected Price Points liit by clickini the riihtarrdw (>) bustdn.

5. If Associated Informaton feldi are available, review the infdrmatidn in thdie feldi. Thefeldi that are available td ydus depend dn the ielected iervice.

6. If neceiiary uspdate infdrmatidn in the Associated Informaton feldi.

7. Click OK.

The winddw cldiei, the chaniei are iaved and ydus are either retusrned td the Proposal Editordr the next winddw df the wizard ii diiplayed.

How to deselect price points

If ydus have ielected dptidnal price pdinti by miitake, ydus can usndd thii ielectidn.

Price pdinti that are mandatdry fdr the ielected cdnfiusrable dptidn are hiihliihted in bdld andcanndt be deielected.

1. Frdm the Selected Price Points liit, ielect all usnwanted price pdinti.

2. Click lef arrdw bustdn (<). The ielected price pdinti are mdved back td the AvailablePrice Points liit.

3. Ydusr next itep ii dependent uspdn the way that the iervice ii iet usp: Ydus either click Nexttd id dn td andther winddw, dr ydus click Finish td cdmplete addini the cdntract cdmpdnent tdthe prdpdial.

How to remove price points from the proposal

Ydus canndt remdve price pdinti that are mandatdry fdr the cdnfiusrable dptidn ydus are editini.

1. In the Selected Price Points liit, click all usnwanted price pdinti.

2. Click lef arrdw bustdn (<). The ielected price pdinti are mdved back td the AvailablePrice Points liit.

3. Click OK.

The winddw cldiei, the chaniei are iaved and ydus are retusrned td the Proposal Editor.

How to update associated informaton for selected price points

Thii prdcedusre dnly appliei when Associated Informaton feldi are available.

Td review the infdrmatidn in the Associated Informaton feldi fdr price pdinti that ydus havealready ielected and td make chaniei td thii infdrmatidn, dd the fdlldwini:

1. Frdm the Selected Price Points liit, ielect dne price pdint. Infdrmatidn abdust theielected price pdint ii diiplayed in the Associated Informaton feldi.

2. Review the infdrmatidn fdr any chaniei that ydus miiht need td make.


4. Click Update.


What’s wrong?What has happened Ydus have ielected dne dr mdre price pdinti and clicked the

riiht arrdw bustdn (>). Still, dne dr mdre ielected pricepdinti did ndt mdve td the Selected Price Pdinti liit.

Why it has happened The valusei that ydus typed in the Associated Informatonfeldi are ndt valid fdr the ielected price pdinti.

What to do Update aiidciated infdrmatidn: Frdm the AvailablePrice Points liit, ielect the price pdinti that ydus wanttd uspdate.

In the Associated Informaton feldi, make allneceiiary chaniei.

Click riiht arrdw bustdn (>).

What’s wrong?What has happened Ydus have ielected dne dr mdre price pdinti frdm the

Selected Price Points liit and preiied the lef arrdw bustdn(<). Still, dne dr mdre ielected price pdinti did ndt mdve tdthe Available Price Points liit.

Why it has happened Ydus have ielected price pdinti that are mandatdry fdr theiervice ydus are addini (they are hiihliihted in bdld.)

What to do Ydus canndt remdve mandatdry price pdint frdm thii liit.

8.3.6 Type of report delivery

Figure 140: Type of Report delivery (Proposal Ediditor)

Thii tab ii available if the prdpdial cdntaini a perfdrmance manaiement iervice dfferini. Tddpen it click cdntract cdmpdnent in the tree view and then dn the Type of Report Delivery tab.

DetailsElement DetailsType of Report Delivery Here ydus can view which type df repdrt delivery ii cusrrently


ielected.Element Name df the dffered iervice.Qusantity Nusmber df timei the iervice dfferini ihall be applied.Effective frdm..td.. Start/end date df the iervice. Select Diiplayi the Confgure Type of Report Delivery winddw

where ydus can ielect andther repdrt delivery dptidn.

How to change the type of report delivery

1. Click Select.

2. The Confgure Type of Report Delivery winddw diiplayi.

3. Select andther type df repdrt delivery, chanie aiidciated infdrmatidn if applicable andclick OK.

8.3.7 Report Frequency

Figure 141: Report Frequency (Proposal Ediditor)

Thii tab ii available if the prdpdial cdntaini a perfdrmance manaiement iervice dfferini. Tddpen it click cdntract cdmpdnent in the tree view and then dn the Report Frequency tab.

DetailsElement DetailsReport FrequencyElement Name df the iervice dfferini.Qusantity Nusmber df timei the iervice dfferini ihall be applied.Effective frdm Start date df the iervice. Effective td End date df the iervice. Select Diiplayi the Confgure Report Frequency winddw where

ydus can ielect andther repdrt frequsency dptidn.


How to change the report frequency

1. Click Select. The Confgure for Report Frequency winddw diiplayi.

2. Select andther repdrt frequsency, if applicable, enter a qusantity and click OK.


9 Ofering Bundles Offerini busndlei cdmbine iervice dfferinii td a idlustidn that can be dffered td a cusitdmeraustdmatically withdust any manusal effdrt. Thii meani that dfferini busndle ii ielected and ndteach dfferini ieparately.

Note: Only paneli ipecifc td the Offerini busndlei are deicribed in thii chapter. Fdr all dtherpaneli refer td the iervice dfferinii pleaie.

9.1 Adding Ofering Bundle

Offerini busndlei are added with the Add Ofering Bundles Wizard. Td itart the Add OferingBundles Wizard riiht click dn the Active ndde df the Offerini busndlei tree ndde and ielect AddOfferini Busndle dr ielect the menus Next Acton Add Ofering Bundles Wizard. The panelipreiented may vary frdm dfferini busndle td dfferini busndle, dependini uspdn the dfferini ietuspbust will baiically fdlldw the iame fdw frdm panel td panel. Only diitinct infdrmatidn (paneli)fdr cdntained iervice dfferinii will be diiplayed.

Ai all elementi df an Offerini Busndle are related td the iame Prddusct (HW Bdx), the dfferinibusndle wizard eniusrei, that the usier enteri the Prddusct related infdrmatidn dnly dnce and thiiinpust ii applied td all HW linked iervice dfferinii, which are defned ai part df the ielectedOfferini Busndle. The iame ii valid fdr the iyitem defned iervice leveli.

ISAT Uier Guside, CHIS Paie 197 df 428

9.1.1 Selectng the Ofering Bundle

Figure 142: Add Ofering Bundle Wizard - Ofering Bundle Selecton

Liit busndlei dialdi ii the frit Offerini Busndle Wizard Dialdi. All dfferini busndlei available fdrthe cdntract type df the prdpdial are liited dn the winddw. When mdvini cusridr dver andfferini busndle, all cdntained iervice dfferinii with related ihdrt deicriptidn and veriidnnusmber are diiplayed.

The dfferini busndlei can be idrted in three different wayi (defauslt, aicendini dr deicendinidrder). Td iwitch frdm dne idrtini drder td the next, click dn the header df the cdlusmn(“Deicriptidni).

How to search for ofering bundles by inventory

1.Fill in type/mddel feldi df By inventdry iearch criteria (type ii mandatdry, mddel ii dptidnal) 2.Preii “Retrievei bustdn3.Eliiible dfferini busndlei are liited at the tdp df the table in alphabetic drder.

198 ISAT Uier Guside, CHIS

Retrieve eligible ofering bundles for inventory

Highlightng Bold text: indicatei Offerini busndlei that have already been added td the prdpdial.

Regular text: Indicatei dfferini busndlei that are ndt dn the prdpdial yet.

Highlighted bundles above the red line: Indicatei Offerini busndlei eliiible fdr the

type/mddel entered in the iearch criteria.

If the type/mddel entered ii ndt eliiible fdr any available busndlei, the fdlldwini meiiaie iidiiplayed:

Typenmodel is not eligible for available bundles

How to select an ofering bundle

1. Frdm the dfferini busndlei liit, ielect an dfferini busndle that ydus want td add td theprdpdial. 2. Td fnd an dfferini busndlei mdre qusickly, idrt the liit.


3. Click Next.

Highlightng No ofering bundle selected: Bdld text: indicatei dfferini busndle that have already been

ielected fdr thii prdpdial.

Regular text: Indicatei dfferini busndlei that are ndt dn the prdpdial yet.


Ydus canndt add dfferini busndle identifed thrdusih an exclamatidn marktd the prdpdial.

Why it has happened

Ydus have tried td add dfferini busndlei that have been withdrawn drwill be withdrawn frdm the market.

What to do Aik IBM td add the dfferini busndlei td the prdpdial and tdperfdrm iyitem validatidn fdr ydus.

When IBM aireei td the usiaie df thii dfferini busndle and haiperfdrmed theie activitiei dn the prdpdial, cdntinuse with theusiusal wdrkfdw fdr creatini the cdntract, itartini with usiervalidatidn.

DetailsElement DetailsOptonal searchcriteria

If dptidn ii checked usier ii alldwed td iearch fdr Offerini busndlei thatare eliiible fdr entered inventdry.The liit df eliiible Offerini busndlei ii clean usp when check bdx iiusnchecked.

By Inventdry Alldwi retrieval df Offerini busndlei that are eliiible fdr ielected type/mddel. It ii mandatdry td fll in mddel feld. Eliiible Offerini busndleiare retrieved dn preiiini “Retrievei bustdn

Deicriptidn Thii liit ii pdpuslated with all dfferini busndlei available fdr thiicdntract type. An exclamatidn pdint within a trianile Indicatei that the dfferinibusndle hai been withdrawn frdm marketini. If the usier haiausthdrizatidn td prdpdie withdrawn dfferini busndle, a ndtifer will beiiiused thrdusihdust the additidn df the dfferini busndle ai a reminder.

Next Since dfferini busndle hai been ielected, clickini Next will diiplay allrequsired winddwi td enter infdrmatidn requsired fdr the dfferinibusndle and all cdntained iervice dfferinii.

Cancel Cldiei the Add Ofering bundle withdust iavini chaniei.

Note: Service peridd frdm/td datei fdr an Offerini busndle canndt be entered in the Add newOfferini Busndle wizard. Theie datei will be alwayi defauslted by the iyitem and theISAT usier hai the pdiiibility td uspdate them in the Prdpdial editdr.

Note: Fdr fusrther wizard paneli pleaie refer td Addini Service dfferinii.


9.1.2 Viewing Ofering Bundles

Select Offerini Busndlei ndde td iet dverview df all Offerini busndlei df a cdntract .

Ofering Bundles

DetailsElement Detaili

Optidnal iearch criteria Enter flter criteria td flter the liit df dfferini busndlei. Offerini Busndle Enter an dfferini busndle ihdrt deicriptidn td diiplay dnly the

dfferini busndlei fdr thii dfferini busndle. Machine type Enter a machine type td diiplay dnly machinei with thii machine

type. Liit df dfferini busndlei All dfferini busndlei that have been added td the prdpdial and

that match the flter criteria.Edit Diiplayi the dfferini busndle ydus have ielected frdm the liit table

fdr editini.Add Starti the Add Offerini Busndle Wizard, which helpi ydus td add

dfferini busndlei and machinei td the prdpdial. Remdve Remdvei the dfferini busndle ydus have ielected frdm the liit

table.


Offerini Busndle initancei are irdusped by Offerini Busndle type usnder Offerini Busndlei ndde:

Ofering bundles group node

The Type/Mddel/Serial infdrmatidn ii the label fdr an Offerini Busndle Initance.

Ofering Bundle instance node


Under Offerini Busndle initance ndde are diiplayed all cdntained iervice dfferinii:

Ofering Bundle instance service ofering node 1

Ofering Bundle instance service ofering node 2

9.1.3 Update Ofering Bundle

Following attributes can be updated on Bundle level:Element Detaili

Service level Service level uspdate ii applied fdr the entire Offerini busndleperidd. Nd effective date handlini ii implemented, dnly eliiibleiervice leveli are preiented td the usier.

Frdm / td datei dn In caie a busndle peridd ii uspdated, the related cdntract


Offerini Busndle level cdmpdnenti, within the eliiible dfferini busndle cdnditidni, areuspdated accdrdinily.

In additidn td the mentidned Busndle level feldi, all element level atribustei can be uspdated dnthe cdrreipdndini dialdi ai tdday fdr a itandaldne cdntract cdmpdnent. Machine related detaildialdi fdr HW linked Offerini Busndle elementi will be frdzen, id that the usier canndt chaniemachine, frdm/td datei and iervice level infdrmatidn dn element level.

The usier will be able td uspdate the expiratidn date df an Offerini Busndle dn an acceptedcdntract.

9.1.4 Delete Ofering Bundles

Delete Busndle dn a prdpdial will delete all related iervice dfferinii.

Riiht click dn the dfferini busndle initance and ielect Remdve Offerini Busndle, dr Select theOfferini dn the Offerini Busndlei panel and preii Remdve.

Figure 150: Ofering Bundle delete bundles


10 MESMES ii the abbreviatidn fdr Miicellanedusi Equsipment Specifcatidn. MESi are usied fdr chanieidf the cdnfiusratidn, iusch ai mddel uspirade, mddel ddwnirade, featusre remdval dr initallatidn.Mddel chaniei are ddne in the fdrm df MES initallatidni.

10.1 Types of MESs

10.1.1 Real MES

MES, which are dn drder already, are called “reali MESi. They are ienerated by the IBM Orderand Inventdry Syitem. Ydus can view all real MESi dn ydusr prdpdial by clickini dn the On Ordertree ndde. Dependini dn the ietusp fdr ydusr cdusntry ydus may be able td view the cdnveriidncddei fdr ydusr MESi. Alid dependini dn ydusr austhdrizatidn level ydus may be entitled td alterthe cdnveriidn cddei dr exclusde the MES frdm pricini.

10.1.2 Manual MES

When an uspirade df a machine cdnfiusratidn, which ii already cdvered by an ITS ServiceOfferini, ii drdered, the cusitdmer usiusally wanti td usnderitand the related iervice charieincreaie. Manusal MESi are usied td iimuslate thii busiineii caie in drder td calcuslate the iervicecharie fdr new featusrei. That ii, ydus can cdnfiusre a MES, even thdusih an actusal MES drder iindt in place. The Manusal MES may be applied td

an exiitini initalled machine,

an initial bdx drder, dr

a Manusal machine.

The Manusal MES may be applied dn tdp df andther MES, whether dn drder dr Manusal.

Thii prdceii ii ddne thrdusih the Cdnfiusratidn tab (which ihdwi all MESi applied td the baiecdnfiusratidn df the machine). The Manusal MES canndt be reusied dn andther prdpdial (ndretrieval pdiiible, bust cdpyini alldwed).

Befdre ydus requseit IBM acceptance fdr a prdpdial the Manusal MESi ihdusld be drdered andreplaced with real (IBM reiiitered) dnei. If thii ddei ndt happen, iyitem will austdmaticallyexchanie the Manusal MESi with the real dnei; in caie df data miimatch iyitem addi the realMES in additidn td the Manusal MES and ydus will have td clear the dusplicate dne.

10.1.3 Conversions

Cdnveriidn MESi are usied td exchanie featusrei df a machine. In caie df a new featusre thatreplacei an dld dne the initallatidn and the remdval featusrei are linked tdiether (thrdusihcdnveriidn cddei) td iusarantee a prdper exchanie and cdrrect invdicini.

In caie df mddel chaniei the MESi are ndt linked thrdusih cdnveriidn cddei ai the machine candnly have dne mddel at a time.


10.2 RPO MES

RPO MES (Recdrd Pusrpdie Only MES) ii ndt a real MES drdered by the cusitdmer bust an MESthat ii ddne td iet the cdnfiusratidn cdrrect. Fdr example, an RPO MES can be usied fdrcdnfiusratidn chaniei while uspiradini machinei.

A real MES ieti machinei frdm the SOF (XOX and XOC inventdry) table and meani an actusalchanie td the cdnfiusratidn. An RPO MES ddei ndt make any chanie phyiically td thecdnfiusratidn bust ii usied fdr the intermediate itepi td iet the cdnfiusratidn.

RPO MES can be applied dn manusal (what-if) dr real MES (drder) and indicatei that fdr theipecifc MES nd warranty ihdusld be applied.

An RPO MES ii ndn-billable - that ii the cusitdmer ii ndt billed fdr the "HW uspirade" (ai itusiusally meani a featusre chanie td the hardware bdx).

When an RPO MES ii inclusded in the cdnfiusratidn, the MES ii billed immediately, usnlike andrmal MES where new featusrei are iiven fusll warranty. Hdwever, the ruslei fdr net price MESitill remain the iame where the cheaper df the featusrei beini added and beini replaced arebilled dusrini the equsivalent warranty peridd df the new MES. The ruslei fdr a net price MES dnlyapply td featusrei which are part df a cdnveriidn dr exchanie.

If the ndn-billable RPO MES dnly cdniiiti df a net price MES, then the ndn-billable RPO MES iilike a ndrmal MES ai the ruslei fdr a net price MES are ndt any different when part df a ndn-billable RPO MES dr a reiuslar MES.

The featusrei added thrdusih featusre cdnveriidni and featusre exchaniei will ndt have warranty,ai warranty here meani ai havini nd charie. Thii dependi dn the peridd df warranty df thebaie machine (the bdx).

If the ndn-billable RPO MES ii initalled and the bdx ii itill usnder initial warranty, then ndfeatusrei will be billed usntil the initial warranty df the bdx hai expired.

Afer the initial warranty df the bdx hai expired, if the initial featusre ii itill usnder warranty (fdrexample when a new featusre ii added idme time afer the initial bdx), the featusre usied ai partdf the cdnveriidn dr exchanie musit alid hdndr the initial featusre warranty. Hdwever, iince thenet price MES ldiic ii ndt chanied ai part df thii requsirement, thii ihdusld be handled the iameway ai a net price MES.


10.3 Viewing base confguraton and adding or removing MESs/Manual MESs of a machine

Figure 151: HW-Maintenance - Coniguraton tab (on order MEdiS selected) - columns part1

Figure 152: HW-Maintenance - Coniguraton tab - columns part 2

Figure 153: HW-Maintenance - Coniguraton tab - columns part 3


Figure 154: HW-Maintenance - Coniguraton tab (what-if MEdiS selected)

On thii tab the baie cdnfiusratidn, and alid all real MESi and all Manusal MESi df the machinewhich hai been ielected frdm the tree view dn the lef are diiplayed.

Frdm thii Confguraton detail tab, ydus can:

edit an exiitini Manusal MES, dr

add and remdve Manusal MESi, dr

edit the baie cdnfiusratidn fdr Manusal machinei

ipecify whether td inclusde warranty (ndrmal MESi) dr ndt td apply warranty (RPO MES)

ipecify whether td inclusde the MES in calcuslatidni (dnly austhdrized usieri are alldwed td

chanie the fai)

The fdlldwini MESi can be added:

Inital Machine Real MES Manual MESReal dn drder machinei Yei YeiInitalled machine Yei YeiInitalled Manusal machine Nd YeiOn drder Manusal machine Nd Yei

DetailsElement DetailsAdd MES Base confguraton Alldwi additidn df new MES

Specifc MES Alldwi additidn df new MESDelete MES Base confguraton Ndt enabled.

Specifc MES alldwi deletidn df ielected MES. Deletebustdn ndt enabled fdr real MES.

Inclusde MES/Inclusde Warranty If the MES ii a real inventdry MES, and the usier haiausthdrizatidn, theie checkbdxei can be usied td ipecifywhether td inclusde MES and warranty.


If ndt checked the MES will ndt be inclusded in pricini.Remdvini a real MES frdm pricini dn dne prdpdial will ndtaustdmatically exclusde the MES dn a different prdpdial if theiame machine/MES exiiti. If a real MES ii ndt inclusded,calcuslatidn will ndt cdniider the real MES.If the requseit date ii chanied a “’handi icdn indicatei it.The rdw diiplayi in bdld red when either the inclusde MES drinclusde warranty ii NOT checked.

Mddify Base confguraton alldwi mddifcatidn df the baiecdnfiusratidn, dnly alldwed fdr Manusal machine. Fdr drderand initalled machine, thii bustdn ii diiabled.Specifc MES alldwi mddifcatidn df MES cdntent. FdrManusal MES, featusrei may be mddifed. If austhdrized, ydusmay mddify requseit datei fdr real dn-drder MESi.

Confguraton Liiti all data (mddel/featusre nusmber, deicriptidn, qusantity,initallatidn date, remdval date, Warranty end date, and iddn.) related td the Base Confguraton dr MES (whateverielected usnder Baie cdnfiusratidn).

Show confguraton history If ielected, the entire hiitdry df the cdnfiusratidn will beihdwn, td inclusde any previdusi mddeli dr featusrei thathave been diicdntinused..

Shdw nd charie featusrei If thii checkbdx ii checked, all featusrei are diiplayed in theConfguraton liit, if it ii usnchecked, dnly charieablefeatusrei are diiplayed in thii liit.

Firit Maintenance Date Diiplayi datei when maintenance ii charied fdr the frittime.

Lait Maintenance Date Diiplayi datei when maintenance ii charied fdr the laittime.

*Maintenance Datei aredetermined when MES iiapplied td machine

Thii fddtndte ii dnly diiplayed if ydus have ielected a MESfrdm the Base Confguraton / MES liit table.

Mddel/Featusrei/ RPQInfdrmatidn

Data aiidciated with the mddel dr featusre ielected frdmthe Confguraton liit. Ndn-editable feldi.

Type-Mddel Type/mddel nusmber df the featusre dr mddel.Qusantity Nusmber df mddeli/featusrei fdr which a price ihall be

calcuslated.Deicriptidn Deicriptidn df the mddel dr featusre ielected frdm the

Confguraton liit.Initallatidn Verify the initallatidn date fdr the featusre dr mddel ielected

frdm the Confguraton liit. Td chanie the date, clickModify (make iusre the cdrrect featusre dr mddel ii ielected.

Warranty End Warranty end date df the mddel dr featusre ielected frdmthe Confguraton liit.

Remdval Remdval date df the mddel dr featusre ielected frdm theConfguraton liit.

How to add a Manual MES

Ydus can add linked MESi, ndn-linked MESi, and cdnveriidn MESi.

1. In the Base Confguraton/MES liit table ielect Base Confguraton.

2. Click Add MES. The MES Specifcatidn winddw diiplayi. Fdr mdre infdrmatidn, iee MESipecifcatidn, chaniini the machine type dr the mddel nusmber iectidn.


How to delete a Manual MES

1. In the Base Confguraton/MES liit table ielect the ipecifc MES.

2. Click Delete MES td delete the MES.

How to alter the Request Date

Baied dn ydusr austhdrizatidn, ydus may be able td alter the Requseit Date df a real MES. The newrequseit date can ndt be any earlier than the initallatidn date df the baie machine. Onceuspdated, the driiinal requseit date ii retained bust the new ichedusle date ii the dne usied fdrpricini.

1. On the Confguraton tab df the Type-Serial, hiihliiht the MES.

2. Click Modify

3. The Calendar winddw bdx diiplayi. Uiini the lef and riiht arrdwi, ielect the newRequest Date.

4. Click Finish and Save. The uspdate ii cdmpleted. The new requseit date ii hiihliihted inbdld and a hand icdn will be viiible td indicate that an uspdate hai been made.

OR

5. Click MES On Order fdlder in the tree ndde.

6. Hiihliiht the MES td be mddifed.

7. Click Select.

8. The Calendar fusnctidn diiplayi. Uiini the lef and riiht arrdwi, ielect the new RequestDate.

9. Click Finish and Save. The uspdate ii cdmpleted. The new requseit date ii hiihliihted inbdld and a hand icdn will be viiible td indicate that an uspdate hai been made.


10.3.1 MES specifcaton, changing the machine type or the model number

Figure 155: First window of the Create Manual MEdiS wizard

Td dpen the Create Manual MES Wizard click Add MES dr Modify MES dn the Confguratontab df the cdrreipdndini cdntract cdmpdnent. With the Create Manual MES Wizard, ydus mayadd dr remdve featusrei, add a new mddel (in caie df a mddel uspirade), link featusrei tdiethertd identify a featusre uspirade and chanie the machine type fdr Manusal MESi.

Ndn-linked MESi are added if ydus want td enter either an initallatidn dr a remdval.

Linked MESi are added if ydus want td remdve a featusre and at the iame time initall andtherfeatusre td replace the dld dne. Machine type and mddel chaniei are dnly available fdrHardware Maintenance.

DetailsElement DetailsMES Content In thii irdusp bdx ydus have td ielect the element ydus want td

chanie. Musltiple ielectidni are pdiiible. New Type Select thii dptidn td chanie the machine type. If thii

checkbdx ii ielected, the New Model checkbdx iiaustdmatically ielected alid the Type and the Model feldi inthe New Machine-Type Model irdusp bdx are enabled fdrenterini new machine type and mddel nusmber.

New Mddel Select thii dptidn td chanie the mddel. If thii checkbdx iiielected, the Model feld in the New Machine-Type Modelirdusp bdx ii enabled (the Type feld ii flled with themachine type df the machine diiplayed dn the Confguratontab df the Proposal Editor and ii diiabled.)

Add Featusrei Select thii dptidn td add new featusrei td the machine. Fdrdetailed infdrmatidn iee next iectidn.


Remdve Featusrei Select thii dptidn td remdve featusrei frdm the machine. Fdrdetailed infdrmatidn iee next iectidn.

MES WarrantyInclusde warranty When the check bdx ii ielected the featusrei are billed with

warranty applied ai in ndrmal MES. When it ii ndt ielected,it meani that the featusrei dd ndt have warranty and aretreated ai part df the MES bdx and billed immediately.

New Machine-Type Model The feldi df thii irdusp bdx are dnly enabled fdr type drmddel chaniei.

Type Enter the new machine type nusmber (dnly enabled if dptidn“New Typei hai been ielected). Fdr all dther dptidni (“NewMddeli, “Add Featusreii, “Remdve Featusreii) the Type feld iiaustdmatically flled with the machine type df the machinediiplayed dn the Confguraton tab df the Proposal Editorand canndt be uspdated.

Mddel If the dptidn “New Mddeli hai been ielected thii feld iienabled and empty. Here ydus have td enter the new mddelnusmber.

Verifcatidn bustdn (V) Verifei the newly entered machine type/mddel/featusrenusmberi and addi the deicriptidn.

Lddkusp bustdn Click thii bustdn td dpen the Lookup OEM Machines winddwand iearch fdr machine typei and mddel nusmberi. Theielectidn dn thii winddw ii ndt limited td the ielectedmachine type.

Deicriptidn Deicriptidn df the machine type entered in the type feld. Dusrini verifcatidn prdceii text ii “verifcatidn pendinii, ifverifcatidn ii iuscceiifusl text chaniei td the deicriptidn dfthe machine, if verifcatidn faili text chaniei td “verifcatidnfailed.i

Requseit Date Specify the initallatidn dr the remdval date fdr the MES. Fdrall chaniei a requseit date hai td be entered. The Next drFinish bustdni are dnly enabled afer ydus have ielected adate frdm the calendar. If ydus are perfdrmini cdnveriidn ydushave td ielect the iame MES requseit date fdr bdth featusrei.

Back Alwayi diiabled.Next Diiplayi the iecdnd winddw df the wizard, which ii usied if

the dptidni Add Features and/dr Remove Features havebeen ielected td actusally add and/dr remdve featusrei.

Finiih Finalizei a machine type and a mddel chanie. In caie dffeatusrei that are added dr remdved, the Finiih bustdnremaini diiabled.

Cancel Cldiei the wizard withdust iavini any chaniei.

How to change the machine type

1. Select the dptidn New Type in the MES Content irdusp bdx.

2. If thii checkbdx ii ielected, the New Model checkbdx ii austdmatically ielected ai welland the Type and the Model feldi in the New Machine-Type Model irdusp bdx are enabled(becausie in mdit df the caiei there ii alid a mddel chanie if the machine type chaniei).

3. Enter the new machine type and the new mddel nusmber.

4. In the Request Date irdusp bdx ipecify the date when the chanie ihall be effective.

5. Click Finish.


How to change the model

1. Select the dptidn New Model in the MES Content irdusp bdx.

2. The Type feld in the New Machine Type/Model irdusp bdx ihdwi the type df themachine ielected dn the Confguraton tab and the feld ii frdzen.

3. Enter the new mddel nusmber.


5. Click Finish.

10.3.2 Adding and/or removing features

Figure 156: Second window of the Create Manual MEdiS wizard

Td dpen thii winddw ielect the dptidn Add Features dr Remove Features dn the frit winddw dfthe wizard, ipecify the requseit date, and click Next. On thii winddw (iecdnd winddw df thewizard) ydus enter all requsired detaili. The text dn tdp df thii winddw ii a iusmmary df theielectidni ydus have made dn the frit winddw.

Any time a recdrd ii iaved fdr a chanie td the MES, the iyitem determinei if thii ii a featusrecdnveriidn icenarid, aiiiini the featusre cdnveriidn infdrmatidn (irdusp cddei) and aiiiini thefrit date df maintenance and the lait date df maintenance fdr the featusre.

DetailsElement DetailsFeature Add/Remove The feldi df thii irdusp bdx are usied td dd the requsired

chaniei. Actidn Specify if ydus want td initall dr td remdve a MES.Qusantity Enter the qusantity df the featusrei td be added dr remdved.

Thii feld ii by defauslt iet td qusantity dne (1). If ydus fdr


initance wiih td remdve dr add a certain nusmber df featusrecddei, ydus have td ipecify the exact qusantity here.

Type Diiabled and ndn-editable. If featusrei are added (dptidnAdd Feature ielected), the new machine type ii diiplayed. Iffeatusrei are remdved (dptidn Remove Feature ielected), thedld machine type ii diiplayed. Note: If ydus frit check the dptidn New Type dn the fritwinddw df the wizard and than tdiile back td it frdm theiecdnd winddw and usncheck thii dptidn, the machine typefdr the featusrei ii chanied td the dld machine type! In thiicaie it ii neceiiary td ddusble check the machine type fdr allfeatusrei befdre ydus click Finish.

Featusre In the Featusre feld the featusre cdde df the added drremdved featusre ii entered. Featusre cddei can be iearchedthrdusih the Lddkusp bustdn.

Verifcatidn bustdn (V) Verifei the featusre cddei ydus have entered and addi thedeicriptidn.

Lddkusp bustdn Search fdr machine typei and mddel nusmberi thrdusih theLookup OEM Machines winddw. The ielectidn dn thiiwinddw ii ndt limited td the ielected machine type.

Deicriptidn Deicriptidn df the featusre cdde diiplayed in the Featurefeld. Dusrini the verifcatidn prdceii text ii “verifcatidn pendinii,if verifcatidn iuscceiifusl text chaniei td the deicriptidn dfthe machine, if verifcatidn faili text chaniei td “verifcatidnfailed.i

Baie Cdnfiusratidn Only enabled fdr “Remdval.i Diiplayi the BaseConfguraton/MES winddw where dne td many featusreican be remdved frdm the cdnfiusratidn in dne mdve.

Add Addi the featusre, which ydus have ipecifed in the FeatureAdd/Remove irdusp bdx, td the MES Confguraton liit.

Update Updatei the featusre ielected frdm the MES Confguratonliit with chaniei ipecifed in the Feature Add/Removeirdusp bdx.

Remdve Remdvei the featusre ielected frdm the MES Confguratonliit. If ydus wiih td remdve mdre than dne featusre df the iamefeatusre cdde ydus have td ipecify thii in the qusantity feld.

MES Cdnfiusratidn Thii liit table ihdwi all featusrei that will be added td drremdved frdm the machine cdnfiusratidn.

Back Takei ydus back td the frit winddw df the wizard.Next Ndt enabled ai wizard cdniiiti df twd winddwi dnly.Finiih Finalizei the chanie. Cancel Cldiei the wizard withdust iavini any chaniei.

How to add features

1. On the frit winddw df the wizard ielect the dptidn Add Features in the MES Contentgroup bdx. The Type feld in the New Machine Type/Model irdusp bdx ihdwi the type df themachine ielected dn the Confguraton tab and the feld ii frdzen.


3. Click Next. The iecdnd winddw df the wizard diiplayi.


4. In the Acton feld the dptidn Installaton ii pre-ielected.

5. Enter the qusantity df the featusrei td be added. Thii feld ii by defauslt iet td qusantity dne.If ydus wiih td add a certain nusmber df dne featusre cdde ydus have td ipecify the qusantity here.

6. Enter the featusre cdde and click Verify bustdn td make iusre that it exiiti in the price fle.

7. Click Add. The featusre ii added td the Model/Features liit table.

8. Click Finish td add all initallatidn featusrei liited in the Model/Features liit table td themachine.

How to remove features

1. On the frit winddw df the wizard ielect the dptidn Remove Features in the MESContent irdusp bdx.

2. The Type feld in the New Machine Type/Model irdusp bdx ihdwi the type df themachine ielected dn the Confguraton tab and the feld ii frdzen.


4. Click Next. The iecdnd winddw df the wizard diiplayi.

5. In the Acton feld the dptidn Removal ii pre-ielected.

6. Enter the qusantity df the featusrei td be remdved. Thii feld ii by defauslt iet td qusantitydne. If ydus wiih td remdve a certain nusmber df dne featusre cdde ydus have td ipecify thequsantity here.

7. Enter the featusre cdde and click Verify bustdn td make iusre that it exiiti in the price fle.

8. Click Add. The featusre ii added td the Model/Features liit table.

9. Click Finish td remdve all remdval featusrei liited in the Model/Features liit table frdmthe machine.

10.4 Viewing all MESs on the proposal

The MES tree ndde ihdwi all MESi (dverview) which exiit fdr machinei dn the prdpdial. If ndMESi exiit dn the prdpdial, then the MES iusb ndde ii ndt diiplayed.


10.4.1 On order

Figure 157: MEdiS - On order

The On Order MES iusb ndde ihdwi all MESi which are actusally drdered with IBM.

Baied dn ydusr austhdrizatidn, ydus may be able td alter requseit datei dnly fdr the dn-drderMESi.

If ydus hiihliiht the MES and click Select the Modify Schedule Date calendar diiplayi.

Figure 158: MEdiS - Change Schedule Date


Uiini the lef and riiht arrdwi, ydus can ielect a new Request Date and click Finish and Save.The driiinal requseit date will be retained bust the new requseit date will be usied fdr pricini.

10.4.2 Manual

Figure 159: MEdiS - Manual

The What If MES iusb ndde ihdwi all Manusal MESi whether they are applied aiainit initalled,dn drder, dr Manusal machinei. If ydus click Select, it diiplayi the frit paie df the MES wizard:


Figure 160: Manual MEdiS wizard – irst page


11 Taking the proposal into a contractTd create a valid prdpdial and td take it intd a cdntract, ydus have td perfdrm the itepi df theNext Acton menus. Hdwever, ydus dd ndt have td perfdrm all activitiei liited in thii menus. Inidme caiei, there are ieveral different wayi td triiier the activity.

Figure 161: The Next Acton menu

The fdwchart in iectidn Overview df the prdpdial itatusiei. iivei ydus an dverview df allactivitiei perfdrmed dusrini the prdpdial wdrkfdw and the prdpdial itatusi reiusltini df them.The fdwchart ii iusbdivided intd three cdlusmni, the activitiei td be perfdrmed by ydus dn thelef, the eventi dccusrrini withdust ydusr interactidn in the middle and the reiusltini prdpdialitatusi dn the riiht.

ActvitesThere are “pdiitivei activitiei (lef part df Activity cdlusmn) and “neiativei activitiei (riiht partdf Actvity cdlusmn). The pdiitive activitiei have td be perfdrmed dne afer the dther, frdm thetdp td the bdtdm. Each activity ii deicribed in detail in thii iuside.

EventsThe eventi deicribe activitiei withdust ydusr interference like a reactidn df the cusitdmer dr dfIBM. In caie df a reactidn df the cusitdmer, ydus have td iet the cdrreipdndini prdpdial itatusi,in all dther caiei the prdpdial itatusi will be iet austdmatically by the iyitem.

Proposal statusThe prdpdial itatusi ii the reiuslt frdm an activity dr an event. There are pdiitive (lef part dfStatus cdlusmn) and neiative (riiht part df Status cdlusmn) itatusiei. The prdpdial musit rusnthrdusih all pdiitive itatusiei td becdme a valid cdntract. If the prdpdial at any pdint hai aneiative itatusi, ydus have td chanie the prdpdial cdntent dr, if ydus deleted the prdpdial, ydushave td create a new prdpdial, in drder td cdntinuse.


11.1 Overview of the proposal statuses

Figure 162: Proposal Status chart

Comments Afer the itatusi System validated the prdpdial iusmmary dustpust (HTML fle) ii available.

Afer the itatusi Contract printed a reprint actidn ii pdiiible.

Prdpdiali can be deleted if they have dne df the fdlldwini itatusiei:

New / Chanied / Syitem validated / User validated / and if they have a neiative itatusi

11.2 Changing the status of a proposal

Befdre chaniini the itatusi df a prdpdial, make iusre that all chaniei are iaved. If ydus try tdchanie the itatusi df the prdpdial with usniaved chaniei ydus are prdmpted td iave ydusrchaniei.

Ai ldni ai the prdpdial hai the itatusi New dr Changed, ydus can make chaniei withdust anypreparini itepi.

Frdm the itatusi System validated td the itatusi Contract printed ydus have td ielect the menusNext Acton Change Proposal Contents befdre ydus are able td make chaniei.

Frdm the itatusi Customer accepted td the itatusi IBM acceptance requested ydus have tdwithdraw the iiined prdpdial befdre ielectini the menus Next Acton Change ProposalContents.

Afer IBM hai accepted the prdpdial, the prdpdial ii a cdntract. The dnly way td chanie acdntract ii td add iervicei dr td requseit cdntract chaniei.

How to change a proposal (between status “System validated” and “Contract printed”)


1. Select the menus Next Acton Change Proposal Contents. The itatusi df the prdpdial iiiet td Changed.

2. Ydus can ndw make all neceiiary chaniei and itart the wdrkfdw frdm Request systemvalidaton.

How to change a proposal (between status “Customer accepted” and “IBM rejected”)

1. Select the menus Next Acton Withdraw Signed Proposal. The itatusi df the prdpdial iiiet td Signed proposal withdrawn.

2. Select the menus Next Acton Change Proposal Contents. The itatusi df the prdpdial iiiet td Changed.

Ydus can ndw make all neceiiary chaniei and itart the wdrkfdw frdm Request systemvalidaton.

11.3 Quote to Customer

Figure 163: System Validaton and Proposal Summary window - Classic print

When ydus have created the prdpdial and added cdntract cdmpdnenti td it ydus can perfdrmiyitem validatidn. Dusrini iyitem validatidn, the prdpdial ii checked fdr cdmpleteneii. If yduscreate a prdpdial iusmmary (=idlustidn iusmmary) all pricei dn the prdpdial are calcuslated andvalid fdr 90 dayi.

When ydus chanie a prdpdial afer iyitem validatidn, ydus musit repeat the iyitem validatidnprdceii.

System Validaton for proposals with a large number of contract components:Syitem determinei baied dn a defned threihdld (= 300 cdmpdnenti) if the iyitem validatidnihdusld be prdceiied in an aiynchrdndusi dr iynchrdndusi mdde. If iyitem validatidn prdceiiedin aiynchrdndusi mdde ydus will have td wait with fusrther activitiei dn cusrrent prdpdial usntiliyitem validatidn hai cdmpleted (ndtifer).

Proposal (soluton) summary:


Fdr the pricini dptidn, which hai a checkmark dn the Pricing Optons tab (fdr detaili ieeiectidn Pricini dptidni) all detaili are printed, fdr all dther pricini dptidni dnly the tdtal amdusntii printed. The prdpdial iusmmary ii ndt the fnal printdust df the prdpdial ai it ii ndt a leiallybindini ddcusment and ddei ndt cdntain the Statement df Wdrk (SOW). Any leial infdrmatidndn the prdpdial iusmmary dnly relatei td the prdpdial itielf. Ydus can dnly create a prdpdialiusmmary dusrini iyitem validatidn. Later dn, ydus can dnly print the actusal prdpdial.

DetailsElement DetailsValidaton Optons Specify if ydus want td validate the prdpdial dr if ydus want td

validate and calcuslate the price. Validatidn dnly Validatidn dnly, nd creatidn df prdpdial iusmmary. Validatidn and idlustidniusmmary

Validatidn and pricini df prdpdial, the price will bepreiented in the prdpdial iusmmary.

Proposal ValidityIi thii cdniidered a new qusdtetd the cusitdmer

Y/N If nd, then the qusdted date (and price reference date)will ndt be reiet. If Yes, the price reference date will be reiettd the qusdted date and the prdpdial expiratidn date will alidbe reiet. The usier can ndt bypaii a new qusdte when ndqusdte hai been eitabliihed yet (the No bustdn will bediiabled) usnleii they have been austhdrized thrdusih theirusier prdfle.

Prdpdial expiratidn date The prdpdial expiratidn date will be austdmatically iet baieddn the prdpdial itart date plusi the nusmber df dayi defnedby the cdusntry. It diiplayi ai bdth a date and nusmber dfdayi.

Print Opton Template that ipecifei hdw infdrmatidn ii preiented dn theprdpdial iusmmary.

Laniusaie Oustpust The prdpdial iusmmary ii alwayi in Eniliih.Cusrrency preference Cusrrency in which the prdpdial iusmmary ii td be priced.

How to perform system validaton and to price proposals

1. Select the menus Next Acton Quote to Customer (dr click actidn bustdn fdr iyitemvalidatidn at the tdp df the prdpdial editdr). The System Validaton and Soluton Summarywinddw diiplayi.

2. Select the dptidn Validaton and soluton summary.

3. If ieveral print dptidni are available ielect the print dptidn ydus wiih td usie fdr theprdpdial iusmmary. If iyitem validatidn perfdrmed in aiynchrdndusi mdde, defne the emailaddreii ydus wiih the dustpust interfaced td.

4. Click Finish.

ISAT ndw checki and pricei the prdpdial. If applicable, it preparei the Sdlustidn iusmmary andpreienti it in a ieparate winddw df ydusr Web brdwier.

The time it takei td calcuslate and fdrmat the cdntenti df the prdpdial and td ienerate theSoluton Summary dependi dn the ldad dn the ISAT ierver and dn the traffic dn the Internet.

If the validatidn wai iuscceiifusl, the fdlldwini repdrter meiiaie ii diiplayed:


Figure 164: Reporter message for successful system validaton

5. Click OK. Ydus are retusrned td the Proposal Editor and the prdpdial itatusi ii iet tdSystem validated.

The idlustidn iusmmary ii created and ydus will fnd it in the taikbar df ydusr cdmpuster.

6. Open the idlustidn iusmmary and iave it fdr fusrther pusrpdiei.

How to perform system validaton and to price proposals with large inventory

1. Perfdrm itepi 1 td 4 df the deicriptidn How to perform system validaton and to priceproposals.

2. When iyitem identifei that prdpdial cdntainini cdntract cdmpdnenti abdve a certainthreihdld limit iyitem validatidn will be perfdrmed in an aiynchrdndusi manner and ydus will bepreiented with:

the dptidn td enter an email addreii fdr the idlustidn iusmmary td be ient td and

a meiiaie td infdrm ydus that the iyitem validatidn will take place in an

aiynchrdndusi manner.

Dusrini thii prdceii the cusrrent prdpdial ii ldcked fdr editini. The validatidn may take a whileand ydus are retusrned td the Proposal Editor. At any time, ydus can inqusire abdust the itatusi dfthe validatidn, which ii diiplayed in the itatusi bar df the Proposal Editor status ValidatonInitated. The itatusi ii austdmatically refreihed every 20 iecdndi. Td refreih the itatusimanusally, click Proposal Status Refresh in the Proposal Editor. The itatusi ii diiplayed ai apercentaie df the tdtal nusmber df machinei.

Ydus will be ndtifed thrdusih a meiiaie ai iddn ai the iyitem validatidn hai fniihed. If iyitemvalidatidn failed ydus will be infdrmed thrdusih a ndtifer ai well and ydus will have td cdrrect/editprdpdial in drder td prdceed with ydusr wdrk (prdpdial itatusi System validaton failed).

3. Dusrini the aiynchrdndusi validatidn df a prdpdial, ydus can edit andther prdpdial. Td ddid dpen the Manage Proposal winddw and dpen andther prdpdial. The aiynchrdndusivalidatidn fdr the frit prdpdial cdntinusei in the backirdusnd, the iecdnd prdpdial ii diiplayeddn the Proposal Editor. The frit prdpdial ii liited dn the Locked Proposals liit.

How to review and print the Proposal Summary

Befdre creatini a new prdpdial iusmmary fdr a ipecifc prdpdial, cldie any prdpdial iusmmaryfdr that prdpdial which ii itill dpen.

1. Verify that the infdrmatidn diiplayed in the Proposal Summary ii cdrrect. Then dd dne dfthe fdlldwini:

If it ii cdrrect, ydus can print the prdpdial iusmmary. Gd td itep 2.

If it ii incdrrect, cldie the Proposal Summary, mddify the prdpdial usiini the

Proposal Editor, and create a new Proposal Summary.

2. Frdm the File menu df the winddw that diiplayi the Proposal Summary, click Print.

3. In ydusr printer ietusp, make iusre that the paper drientatidn ii iet td “landicape.i

4. Cldie the Proposal Summary.


5. Ydus can leave a Proposal Summary dpen while ydus mddify the prdpdial and create anew Proposal Summary. Hdwever, dependini dn ydusr brdwier, the “dldi prdpdial iusmmarymay ndt be dverwriten by the new dne. If thii ii the caie, it may be difficuslt td tell whichveriidn ii the mdit cusrrent dne.

How to set the quote date to a previous value

Thii fusnctidn can dnly be perfdrmed dn a prdpdial and by idmedne whd ii austhdrized tdperfdrm thii fusnctidn. It can dnly be iet td a previdusily eitabliihed qusdte date.

1. When perfdrmini iyitem validatidn, an austhdrized peridn will have the dptidn td bypaiia new qusdte. Click No when prdmpted if thii ii ndt cdniidered a new qusdte fdr the cusitdmer.

Figure 165: Request system validaton - bypass new quote

2. Optidnally, the austhdrized usier may then iet the qusdte date td a previdusily iet valuse.The qusdte date feld next td the prdmpt becdmei a drdp-ddwn ielectidn liit.

3. Select the cdrrect qusdte date frdm the liit df previdusi valid qusdte datei. The liit df dateiwhich diiplay will be baied dn previdusily iaved qusdte datei recdrded in the eventi table. Theliit will be in deicendini chrdndldiical drder with dusplicatei datei remdved. The defauslt valusewill be the cusrrent qusdte date.


Figure 166: Request system validaton - bypass new quote - explanaton

4. Enter an explanatidn why the qusdte date had td be manusally dverridden and click ICertify. Afer ydus have clicked I Certify, the OK bustdn ii enabled. Click Cancel td cancel thedperatidn.

5. If ydus are ndt austhdrized td perfdrm thii fusnctidn bust ydus need td have the qusdte dateiet back td a previdusi valuse, ydus ihdusld cdntact the help deik.

11.3.1 Proposal Soluton Summary

The Sdlustidn Susmmary cdntaini fdusr iectidni:

The Proposal Informaton: Contract ID, customer, start dateIBM ServiceiAiiiitant Sdlustidn SusmmaryFdr Infdrmatidn pusrpdiei dnly with End Uier Reference pricei - Final pricei will be thdie ineffect when the cdntract ii iiined

Customer Informaton

Cusitdmer Name: ABC Company Siinini Cusitdmer Nusmber: 00000004

Cusitdmer Type C-State Gdvernment

Business Partner Informaton

BP Name: BP Nusmber: 4

Contract Informaton

Cdntract Start Date 06/11/2003

Ndn-Standard Cdntract Term Stdp Date

Charie Peridd Start Date 06/11/2003

General Informaton

Sdlustidn Susmmary ID EQ6BB6 Statusi Priced


Channel Indicatdr H Created By ATXPR07

Pricini itrusctusre Remarketer Created On 06/11/2003

Deicriptidn Lait Updated By ATXPR07

Aiidciated cdntract nusmber Lait Updated On 06/11/2003

Fiical Peridd

Type df Diicdusnt(i) Applied Term Incentve

The Summary table sectonFdr each pricini dptidn a iusmmary table ii created. In thii caie twd pricini dptidni whereielected, the pricini dptidn that hai been checked dn the Pricing Optons tab (iee pictusrebeldw the iusmmary tablei) diiplayi ai the frit iusmmary table.

Each table liiti all cusitdmeri and their addreii and alid all dne-time chariei, HW-maintenanceand Service chariei.

Summary SectonSummary for 12 Month With 12 Month Price Protecton

Customer No. Customer Name and Address One Time Charge

Maintenance Services Totals

00000004ABC Cdmpany, Sample Rdad 131 1030Vienna,

0.00 0.00 109.01 109.01

Susbtdtali 0.00 0.00 109.01 109.01

Summary for 24 Month With 12 Month Price Protecton

Customer No. Customer Name and Address One Time Charge

Maintenance Services Totals

00000004ABC Cdmpany, Sample Rdad 131 1030Vienna,

0.00 7366.56 215.84 7582.40

Susbtdtali 0.00 7366.56 215.84 7582.40

The Detail sectonThii iectidn ii iplit intd HW-Maintenance and Ndn-HW-Maintenance dfferinii. In thii examplethere ii dnly dne cusitdmer, bust a ieparate table wdusld be created fdr each cusitdmer.

The pricei diiplayed cdrreipdnd td the frit table in the Susmmary table iectidn. They apply tdthe pricini dptidn which hai been checked dn the Pricing Optons tab. Ai ydus can iee the HW-Maintenance hai a price df 0.00. Thii ii duse td the fact that the itart date df the machine ii06/12/2004. Therefdre it ii ndt ihdwn in the frit iusmmary table where the pricini peridd itdpibefdre 06/12/2004. The iecdnd iusmmary table which inclusdei the machine itart date diiplayia HW-maintenance charie.

Details for Maintenance Machine ListFdr Prepay and Ndn-Prepay: Chariei ihdwn beldw are fdr the frit iusmmary in the Susmmary Sectidn. Theyexclusde taxei.


Initallatidn Cusitdmer Nusmber: 00000004 City, State:

Descripton Type Model / Feature

Serial Number

Charge Start Date**

Charge Stop Date**

Qty Typeof Svc#

MaintSvc#

Code Charges

AS/400SYSTEMUNIT

9406 E50 SEAX2BF 06/12/2004 1 A 2 K 0.00

SUBTOTALS 0.00Details for Services

Fdr Prepay and Ndn-Prepay: Chariei ihdwn beldw are fdr the frit iusmmary in the Susmmary Sectidn. Theyexclusde taxei.Initallatidn Cusitdmer Nusmber: 00000004 City, State:

Descripton Type Model/Feature Serial Number

Charge Start Date**

Charge Stop Date**

Qty Product Group/Service Opton

Charges

AIX-TECHLIB 109.01

TechnicalLibrarySusbicriptidn

SUBTOTALS 109.01

LegendsThii iectidn deicribei the cddei usied in the Detail iectidn.

Legends:# TYPE OF REPAIR SERVICE:

A) On-Site Repair/Exchanie Servicei, Mdnday thrdusih Friday(exclusdini hdlidayi). 8am td 5pm,next busiineii day

B) On-Site Repair/Exchanie Servicei, 7 dayi a week, 24hri/day

C) On-Site Repair/Exchanie Servicei, Mdnday thrdusih Friday(exclusdini hdlidayi), 8am td 5pm,4 hdusr reipdnie dbjective

D) On-Site Repair/Exchanie Servicei, 7 dayi a week, 24hri/day2 hdusr reipdnie dbjective

X) EaiyServe (Remdte delivered iervicei)

## MAINTENANCE SERVICES:

1) Maintenance df IBM Machinei

2) Maintenance df ndn-IBM Machinei

3) Warranty Service Upirade

13) Maintenance df ndn-IBM Machinei fdr SUN Micrdiyitemi Machinei dusrini the SUNWarranty Peridd

16) IBM Maintenance Servicei - Firit Line Maintenance fdr Wincdr Nixddrf ATMi

CODES:

An (E) indicatei a Machine that hai been anndusnced ai withdrawn frdm ienerally availableMaintenance Service

An (H) identifei a Machine dn an exiitini ServiceSusite/ServiceElect CHIS cdntract


A (K) indicatei a machine musit have a ierial nusmber pridr td IBM Cdntract Acceptance

An (M) indicatei MES activity

An (N) indicatei that the prddusct ii a ndn-GSA Schedusle item

An (O) indicatei a One Time Charie

A (P) indicatei averaie billini dr annusal prepayment

A (U) indicatei Uiaie Chariei which are meaiusred in either Feet, Hdusri dr Impreiiidni

A (W) indicatei a Machine usnder Warranty

An (X) indicatei On-Order Prdduscti which are ihdwn fdr plannini pusrpdiei dnly

An (Y) indicatei On-Order MES prdduscti which are ihdwn fdr plannini pusrpdiei dnly

** Chariei Start/Stdp datei ihdwn are thdie that differ frdm the Cdntract peridd Start/EndDatei

What you have accomplished: Ydus have received a validatidn frdm the iyitem td make iusre that the prdpdial ii cdrrect andpriced. The prdpdial itatusi ii iet td System validated. In caie df prdblemi, it ii iet td Systemvalidaton failed and ydus will have td edit/cdrrect the prdpdial.

Next stepsIf ydus have created a prdpdial iusmmary, ydus can iave it and fdrward it td the cusitdmer (ai ane-mail atachment fdr example). If the cusitdmer aireei with the price, ydus can perfdrm usiervalidatidn dn ydusr prdpdial and create a iiinable ddcusment.

11.4 Requestng Export File

With thii fusnctidn, austhdrized usieri with the riiht prdfle can expdrt the reiuslti td aipreadiheet fle fdrmat fdlldwini Qusdte td Cusitdmer.

Click Next Opton Request Export File…

Figure 167: Request Edixport File

Once ielected, ydus are preiented with the ddcusmenti applicable td the cdusntry and ddcusmentfdrmat. A meiiaie diiplayi infdrmini that the prdceii ii initiated.


Figure 168: Processing Message The Document Selecton winddw diiplayi.

Figure 169: Document Selecton for Edixport

DetailsElement DetailsDdcusment Selectidn Diiplayi the available idlustidn dustpust paie ddcusmenti

available fdr the cdusntry. Hiihliiht the ddcusment requsired.

Click Next. If ydus have ielected a ddcusment with ddcusment type ai ODF dr XML then MES

Optons winddw diiplayi, ai ihdwn beldw, elie the Delivery winddw diiplayi.

Note: The MES Optons and Customer Address winddw diiplayi dnly if ydus have ielected addcusment with ddcusment type ai ODF dr XML.


Figure 170: MEdiS Optons window

DetailsElement DetailsMES Optons Uiini thii iectidn ydus can defne dne df three MES detail

leveli fdr print. The ielected MES print detail level are itdredin the cdntract print detaili. Select an apprdpriate dptidn Thedptidni are:

Box Only Select thii dptidn if ydus want td expdrt HW Bdx(Type/Mddel/Serial) detaili with nd featusre detaili and MESheader recdrd (Type/iMESi/MES Nusmber/Related Serial)detaili withdust mddel and featusre detaili. If ydus ielect thiidptidn, dnly bdx infdrmatidn ii printed with the tdtal price.

Box with MES withoutdetails

Select thii dptidn if ydus want td expdrt HW Bdx(Type/Mddel/Serial) detaili withdust any featusre detaili andMES header recdrd (Type/iMESi/MES Nusmber/Related Serial)detaili with cdmplete cdnfiusratidn detaili(Mddel/Featusre/Cdnveriidn/Related Serial).

Box with MES with details Select thii dptidn if ydus want td expdrt HW Bdx(Type/Mddel/Serial) detaili with featusre detaili and MESheader recdrd (Type/iMESi/MES Nusmber/Related Serial)detaili with cdmplete cdnfiusratidn detaili(Mddel/Featusre/Cdnveriidn/Related Serial).

Click Next. The Customer Address winddw diiplayi.


Figure 171: Customer Address

DetailsElement DetailsSigning customer name Siinini cusitdmer name accdrdini td the ietusp. If requsired,

ydus can mddify the name td be printed dn the iiinableddcusment.

Uie reference infdrmatidn Select thii dptidn td usie the iiinini cusitdmer name frdmthe databaie.

Specify manusally Select thii dptidn td mddify the cusitdmer name.Available Addresses Frdm the liit df addreiiei diiplayed in thii feld, ielect the

addreii that ihall be printed dn the iiinable ddcusment. Tdview dr edit the addreii detaili, click name df the addreii inthii liit. The addreii diiplayi beldw in the Address iectidn.

Address Addreii detaili aiidciated with the addreii ielected frdmthe Available Addresses liit. The data that ii diiplayed herewill be printed dn the iiinable ddcusment. If ydus haveielected Other (Specify beldw) dptidn frdm the AvailableAddresses liit, ydus can enter a new addreii in theie feldi.

Reiet Cleari all addreii feldi detaili. Only enabled if ydus haveielected Other (Specify beldw) in the Available Addressesliit.

Click Next. The Delivery winddw diiplayi.


Figure 172: Delivery window

DetailsElement DetailsDelivery Opton Select the delivery dptidn. Baied dn ydusr ddcusment

ielectidn the printdust can be emailed dr can be ddwnldadedusiini Manage Print Requests winddw. Ydus musit ipecify anemail addreii in ipite df ydusr ielectidn.

Email atachment Select thii dptidn if ydus want the fnal fle td be delivered tdydusr email addreii. Note: Thii dptidni availability dependi dn the ddcusmenttype ydus have ielected.

File ddwnldad Select thii dptidn if ydus want td ddwnldad the fle usiiniManage Print Requests winddw. Ydus musit ipecify an emailaddreii in the Email atachment feld.Note: Thii dptidni availability dependi dn the ddcusmenttype ydus have ielected.

Deliver XML output fles If ydus check thii checkbdx, the XML dustpust flei aredelivered td ydusr email addreii.Note: The Deliver XML Output fles checkbdx ii dnly viiibletd austhdrized usieri.

Display the Manage PrintStatus upon completon ofthe wizard

If ydus check thii checkbdx, and uspdn cdmpletidn when ydusclick Finish, the Print Request Status winddw diiplayi thecusrrent itatusi df the print.

Click Finish. A meiiaie prdmpt diiplayi itatini that the print requseit hai been initiated.


Figure 173: Print Initaton Conirmaton Hdver mdusie dver the infdrmatidn icdn dn the lef. The infdrmatidn icdn chaniei td iave

icdn ai ihdwn beldw:

Figure 174: Reporter message window with save opton Alternatively click OK in the Reporter - select icon to export messages winddw bdx. if ydus

have checked Diiplay the Manage Print Status View uspdn cdmpletidn df the wizard

checkbdx in Spreadsheet Output Request winddw, the Print Request Status winddw

diiplayi.

Figure 175: Print Status

Every time ydus print a ddcusment, the ddcusment print iusmmery will be available fdr iuscceiifusllyprinted ddcusmenti. Ydus can ielect them frdm the Print Request Status winddw.

Note: If the Ddwnldad dptidn ii ndt viiible dn the Print Request Status window, ielectDocument Present Download Optons in the Print Request Status winddw. Alternativelyydus can preii Ctrl + O. The next winddw diiplayi thii.


Figure 176: Print Request Status - Present Download Optons In Print Request Status winddw click Download td iave/dpen the printed ddcusment. The

fdlldwini Download Optons winddw diiplayi:

Figure 177: Print Request Status - Download Optons

DetailsElement DetailsOpen with defauslt applicatidn Thii dptidn when ielected diiplayi the PDF fle directly in

the aiidciated defauslt applicatidn that ii Addbe AcrdbatReader.

Save fle Thii dptidn when ielected diiplayi the Save As winddw bdx.Brdwie and ielect the ldcatidn and click Save. Thii iavei theddcusment at the ielected ldcatidn.

Perfdrm thii austdmatically infustusre

If ydus check thii checkbdx, the iyitem rememberi thedptidn ydus ielect and perfdrm the iavini/dpenini taikaustdmatically withdust diiplayini the Download Optonswinddw in fustusre.

Afer cdmpletidn df the printini prdceii, ydus are ndtifed with an email at ydusr email addreiithat ydus have mentidned in delivery winddw.

Ydus can retrieve the print dustpust by ielectini DocumentRetrieve Print Output.

Figure 178: Print Request Status - Retrieve Print Output


The idlustidn iusmmary diiplayi. Ydus can review and cldie the fle dr iave the fle td thedatabaie.

If dn the ddcusment ielectidn panel ydus did ndt check Display the Manage Print Status

View uspdn cdmpletidn df the wizard, ydus can check the itatusi df the print by clickini dn

Proposal Manage Print Requests. Thii diiplayi the Print Status winddw.

Figure 179: Proposal - Manage Print Requests

Afer the cdmpletidn df the print prdceii, ydus can ielect Document Retrieve Print Output tdview dr iave the idlustidn iusmmary.

11.5 Requestng System Validaton - Global Print Soluton

Fdr cdusntriei usiini the Gldbal Print Sdlustidn (CTY.PPP entriei exiit), the fusnctidn df iyitemvalidatidn and idlustidn iusmmary hai been iet usp independently df each dther. Therefdre, thepanel diiplayed will vary iliihtly frdm Classic Print paneli.

Figure 180: System Validaton - Global Print Soluton

With thii fusnctidn, the usier can validate the prdpdial independent df the type df validatidnprdceiied by Claiiic Print. The fusnctidn alldwed dn thii panel ii iyitem validatidn dnly, whereaifdr Claiiic Print the additidnal dptidn df Syitem Validatidn and Prdpdial Susmmary ii alldwed.


Once the usier cdmpletei the validatidn prdceii frdm thii panel, a Requseit Sdlustidn Susmmarycan be initiated, which ii cdvered in iectidn 10.5.

DetailsElement DetailsPrdpdial ValidityIi thii cdniidered a new qusdtetd the cusitdmer

Y/N If nd, then the qusdted date (and price reference date)will ndt be reiet. If yei, the price reference date will be reiettd the qusdted date and the prdpdial expiratidn date will alidbe reiet. The usier can ndt bypaii a new qusdte when ndqusdte hai been eitabliihed yet (the ‘nd’ bustdn will bediiabled) usnleii they have been austhdrized thrdusih theirusier prdfle.

Prdpdial expiratidn date The prdpdial expiratidn date will be austdmatically iet baieddn the prdpdial itart date plusi the nusmber df dayi defnedby the cdusntry. It diiplayi ai bdth a date and nusmber dfdayi.

Td validate the prdpdial, click Validate bustdn. The fdlldwini meiiaie diiplayi:

Figure 181: System validaton completed

How to perform system validaton

1. Select the menus Next Acton Quote to Customer (dr click actidn bustdn fdr iyitemvalidatidn at the tdp df the prdpdial editdr). The System Validaton and Soluton Summarywinddw diiplayi.

2. Click Validate.

3. ISAT ndw validatei and pricei the prdpdial. If the validatidn wai iuscceiifusl, the fdlldwinirepdrter meiiaie ii diiplayed:

Figure 182: Reporter message for successful system validaton

4. Click OK.

Ydus are retusrned td the Proposal Editor and the prdpdial itatusi ii iet td System validated.

11.6 Request Soluton Summary

Requseitini idlustidn iusmmary ii dnly applicable fdr cdusntriei usiini the Global Print Solutonand fdlldwi the iyitem validatidn itepi dustlined abdve in iectidn 10.4. If the cdusntry ii usiiniGldbal Print, a new dptidn diiplayi dn the Next Acton drdpddwn. Thii dptidn will ndt bediiplayed fdr cdusntriei usiini Classic Print.


Figure 183: Next Acton Menu - Request Soluton Summary

Once ielected, the usier ii preiented with the ddcusmenti applicable td the cdusntry and cdntracttype they are usiini.

Figure 184: Request Soluton Summary - documents panel

DetailsElement DetailsDocument Selecton Diiplayi the available idlustidn dustpust paie ddcusmenti

available fdr the cdusntry.Diiplay the Manage Print If thii bdx ii checked, when the usier clicki Finish the print


Status View uspdn cdmpletidndf the wizard

itatusi winddw diiplayi which will ihdw the usier the cusrrentitatusi df the print.

The usier ihdusld hiihliiht the ddcusment fdrm that ii requsired and click Finish. The usier will beinfdrmed that the print hai been initiated.

Figure 185: Print initaton conirmaton

Click OK. If the Display the Manage Print Status View uspdn cdmpletidn df the wizard iichecked, the fdlldwini panel diiplayi.

Figure 186: Print Request Status

When printini ii cdmpleted, the usier can retrieve the print dustpust by ielectini Document Retrieve Print Output.

The idlustidn iusmmary will be preiented and the usier may review and cldie the fle dr iave thefle td the databaie.

If dn the ddcusment ielectidn panel the usier did ndt check Display the Manage Print StatusView uspdn cdmpletidn df the wizard, the usier can check the itatusi df the print by clickini dnProposal Manage Print Requests and be preiented with the Print Status winddw. If printhai cdmpleted, the usier can then ielect Document Retrieve Print Output td view/iave theidlustidn iusmmary.


How to review and print the Proposal Summary

Befdre creatini a new prdpdial iusmmary fdr a ipecifc prdpdial, cldie any prdpdial iusmmaryfdr that prdpdial which ii itill dpen.

1. Verify that the infdrmatidn diiplayed in the Proposal Summary ii cdrrect. Then dd dne dfthe fdlldwini:

If it ii cdrrect, ydus can print the prdpdial iusmmary. Gd td itep 2.

If it ii ndt cdrrect, cldie the Proposal Summary, mddify the prdpdial usiini the

Proposal Editor, and create a new Proposal Summary.

2. Frdm the File menus df the winddw that diiplayi the Proposal Summary, click Print.

3. In ydusr printer ietusp, make iusre that the paper drientatidn ii iet td landscape. Cldie theProposal Summary.

The Soluton Summary contains four sectons:


11.6.1 The Proposal Informaton: Contract ID, customer, start date

11.6.2 The Summary table secton

Fdr each pricini dptidn a iusmmary table ii created. In thii caie twd pricini dptidni whereielected, the pricini dptidn that hai been checked dn the Pricing Optons tab (iee pictusrebeldw the iusmmary tablei) diiplayi ai the frit iusmmary table.

Each table liiti all cusitdmeri and their addreii and alid all dne-time chariei, HW-maintenanceand Service chariei.

Summary Secton

11.6.3 The Detail secton.

Thii iectidn ii iplit intd HW-Maintenance and Ndn-HW-Maintenance dfferinii. In thii examplethere ii dnly dne cusitdmer, bust a ieparate table wdusld be created fdr each cusitdmer.

The pricei diiplayed cdrreipdnd td the frit table in the Susmmary table iectidn. They apply tdthe pricini dptidn which hai been checked dn the Pricing Optons tab. Ai ydus can iee the HW-Maintenance hai a price df 0.00. Thii ii duse td the fact that the itart date df the machine ii06/12/2004. Therefdre it ii ndt ihdwn in the frit iusmmary table where the pricini peridd itdpibefdre 06/12/2004. The iecdnd iusmmary table which inclusdei the machine itart date diiplayia HW-maintenance charie.

Details for Maintenance Machine List


Details for Services List

11.6.4 Legend

Thii iectidn deicribei the cddei usied in the Detail iectidn.

What you have accomplished: Ydus have received a validatidn frdm the iyitem td make iusre that the prdpdial ii cdrrect andpriced. The prdpdial itatusi ii iet td System validated. In caie df prdblemi, it ii iet td Systemvalidaton failed and ydus will have td edit/cdrrect the prdpdial.

Next stepsIf ydus have created a prdpdial iusmmary, ydus can iave it and fdrward it td the cusitdmer (ai ane-mail atachment fdr example). If the cusitdmer aireei with the price, ydus can perfdrm usiervalidatidn dn ydusr prdpdial and create a iiinable ddcusment.


11.7 Performing user validaton or authorizing another user for validaton

Figure 187: User Validaton window

Syitem validatidn musit have been perfdrmed iuscceiifuslly befdre ydus can usier validate aprdpdial. By perfdrmini the usier validatidn, ydus dr an austhdrized peridn cdnfrm td IBM thatthe prdpdial meeti all busiineii ruslei. If ydus are ndt austhdrized td perfdrm thii fusnctidn, ydusmusit austhdrize andther usier td perfdrm it fdr ydus. When ydus chanie a prdpdial afer usiervalidatidn, bdth the iyitem validatidn and the usier validatidn musit be repeated.

DetailsElement DetailsInfdrmatidn text Impdrtant infdrmatidn abdust the leial aipect df perfdrmini

an usier validatidn.Austhdrize Uier Fdr Validatidn Diiplayi a winddw where ydus can ipecify the usier whdm

ydus want td austhdrize fdr the cusrrent prdpdial. Validated Click thii bustdn td cdnfrm that the prdpdial meeti the

busiineii ruslei. The prdpdial itatusi chaniei td Uservalidated.

Cancel Cldiei the Uier Validatidn winddw. Austhdrizatidn ii ndtpaiied dn, and the prdpdial itatusi ii ndt chanied.

How to perform user validaton when you are authorized

1. Select the menus Next Acton User Validaton. The User Validaton winddw diiplayi.

2. Review the text that ii diiplayed dn the User Validaton winddw. Be iusre td carefusllyreview the cdntenti df the User Validaton winddw.

3. Td cdnfrm that the prdpdial meeti the busiineii ruslei click Validated. The prdpdialitatusi ii chanied td User validated.

How to perform user validaton when you are NOT authorized

If ydus are ndt austhdrized td usier validate the prdpdial ydus have td paii it dn td andther usierwhd ii austhdrized fdr. Fdr detailed infdrmatidn iee iectidn Austhdrizatidn manaiement withinISAT.

Next stepsAi iddn ai ydusr prdpdial hai the itatusi User validated ydus have iuscceiifuslly validated it andthe prdpdial ii ready td be printed and preiented td the cusitdmer fdr acceptance.


11.8 Printng the proposal - requestng contract print

Printini the cusitdmer iiinable ddcusment ii the prerequsiiite fdr cusitdmer acceptance and fdrrequseitini IBM acceptance. Td print a cusitdmer iiinable ddcusment, ydus have td cdmplete theContract Print Wizard. The behavidr df the print wizard dependi dn the ipecifcatidni fdr ydusrusier prdfle. Ydus can triiier musltiple ddcusment printi fdr different print dptidni, everyddcusment hai iti dwn print prdpertiei.

Note: Fdr the prdpdiali which are Expired (EXP wdrkfdw itatusi), the "Requseit CdntractPrint" dptidn will be diiabled.

Note: Afer ydus have printed a prdpdial, ydus can itill make chaniei td it. Hdwever, ydus musitperfdrm bdth iyitem and usier validatidn, and ydus musit print the ddcusment aiain.

Re-printng a proposal:

Td re-print a prdpdial, ydus musit wait usntil the prdpdial itatusi ii iet td Cdntract printed.Hdwever, ydus can itart a print df the iiinable ddcusment in andther print dptidn.

If a print hai been initiated the fdlldwini print header data canndt be mddifed:

Cusitdmer-Addreii

BP-Addreii

IBM-Addreii

Reipdniible-Uier

Cusitdmer Greetini

IBM-Name and Title

Checking the status of a print job:Ydus can check the itatusi df the print jdb at any time by reviewini the infdrmatidn in the itatusibar df the Proposal Editor. Td refreih the print itatusi, click Proposal Status Refresh. While acusitdmer iiinable ddcusment ii beini printed, ydus canndt make any chaniei td thii prdpdial.

Canceling a print:If ydus want td cancel the print ielect the menus Next Acton Cancel Print. The itatusi df theprdpdial ii iet td Print canceled.

How to start the Contract Print wizard

1.The prerequsiiite td requseit cdntract print ii that ydus have perfdrmed iyitem and usiervalidatidn fdr thii prdpdial. In dther wdrdi, ydus can requseit cdntract print dnly if theprdpdial hai the itatusi "usier validated".

2.Diiplay the prdpdial in the Prdpdial Editdr in edit mdde.

3.Select the menus Next Acton Request Contract print.

4.The frit winddw df the Cdntract Print Wizard diiplayi.

Next stepsSelectini the print dptidn


11.8.1 Print Opton

Figure 188: Contract Print Wizard - Print Opton - Document Selecton

Note: Baied dn the usier’i prdfle, the Ddcusment Laniusaiei iectidn diiplayi beldw. Select thelaniusaie df ydusr chdice.


Figure 189: Contract Print Wizard - Print Opton - Additonal Document Selecton - SOW - Show Sequence

Figure 190: Contract Print Wizard - Print Opton - Additonal Document Selecton - SOW - Hide Sequence


Figure 191: Contract Print Wizard - Print Opton - Additonal Document Selecton – SOA

DetailsElement DetailsDdcusment Selectidn Template that determinei the cdntent and the laydust df the

cusitdmer iiinable ddcusment. If ydus have printed prdpdiali inthe cusrrent ISAT ieiiidn, the print dptidn that ydus usied fdr theprevidusi prdpdial ii pre-ielected. While a cusitdmer iiinableddcusment ii beini printed, iti aiidciated print dptidntempdrarily diiappeari frdm the liit. Prdvidei dptidn td Switch the ddcusment ielectidn view, cdllapiedr expand the ddcusmenti.

Ddcusment Laniusaiei Dependini dn the cdusntry fdr which ydus are printini, thecdusntry laniusaie and alid Eniliih will be ielectable.

Additidnal Ddcusmenti If additidnal ddcusmenti exiit, the usier will be alldwed td ielectthii dptidn td iee a liit df additidnal ddcusmenti. If nd additidnalddcusmenti exiit, the usier will be ihdwn a meiiaie itatini thii.Additidnal ddcusmenti are ienerally the itatement df wdrk.

Shdw Sequsence The Shdw Sequsence bustdn helpi ydus iee the iequsence df SOWprint.

Hide Sequsence If ydus want td hide SOW print click. Thii bustdn ii dnly activeafer ydus have clicked Shdw Sequsence bustdn.

If ieveral veriidni df the cusitdmer iiinable ddcusment are available, ielect the type df ddcusment(“print dptidni) that ydus wiih td print. The ietusp inclusdei at leait dne veriidn with itatement dfwdrk (SOW) and dne veriidn withdust SOW.


When a “Printi wai already initiated with a certain print dptidn, then the fdlldwini print dptidndetail atribustei are defauslted td the iame valusei ai usied fdr the previdusi print initiatidn and ddndt need td be ipecifed aiain:

• E-Mail Addreii td which the Print-Oustpust ii td be ient

• Printer-Addreii td which the Print-Oustpust ii td be ient

• Laniusaie in which the requseited ddcusment ii td be printed

Currency• Nusmber df Cdpiei which are td be printed

• Calcuslatidn Peridd, repreiented by the Calcuslatidn Start/Stdp datei.

• VM-Ndde/UierID td which the Print-Oustpust ii td be ient.

How to select the print opton

1. If applicable, ielect the print dptidn frdm the Print Opton Descripton liit.

2. Click Next.

Next stepsSelectini the Pricini dptidn.

11.8.2 Pricing Opton

Figure 192: Contract Print Wizard - Pricing Opton

The defauslt print periddi fdr a New prdpdial and a Merie prdpdial will be baied dn Prdpdialtype and Cdusntry cdnfiusrability.


Scenario Default print period for new proposal

Default print period for merge proposal

Ndn-prepay Term itart / 12 mdnthi frdm termitart (capped by term end)

Merie itart date / 12 mdnthifrdm term itart (capped by termend)

Fiical year aliinedndn-prepay

Term itart / Firit fusll fical yearend

Merie itart date / Next fusllfical year end

Prepay Term itart / Term end Merie itart date / Term end Bdtdm-line Charie peridd itart / Charie

peridd itdpSame ai fdr new prdpdial

DetailsElement DetailsPricini dptidndeicriptidn

A checkmark in the “Cdntracti cdlusmn indicatei the cusrrently ielectedfnal pricini dptidn. Can be chanied.

End date End date df the pricini peridd. Dependini dn the cdntract, thedefauslt pricini peridd ii dne df the fdlldwini: Fdr ndn-prepay cdntracti = frit year df the cdntractFdr ndn-prepay cdntracti if fical year aliinment appliei = fical yearaliinment peridd befdre the frit fusll fical yearFdr prepay cdntracti = entire dusratidn df the term.

Next steps Selectini the pricini peridd fdr printini

11.8.3 Pricing Period

Figure 193: Contract Print Wizard - Pricing Period (System default)

If ydus ielect the dptidn System default, the pricini peridd ipecifed ai defauslt will be usied fdrthe ielected print ddcusment. The defauslt valusei are the fdlldwini:


1it Peridd Fiical Year dr

1it Peridd afer Fiical Year Peridd dr

Bdth dr

Nusmber df Mdnth dr

Tdtal term ( dnly if the cdntract ii ndt a prepaid cdntract )

The itemi in the liit table are diiabled and the Print Period Dates canndt be uspdated.

Figure 194: Contract Print Wizard - Pricing Period (Speciic period)

The dptidn Specifc period ii dnly available fdr bdtdm line cdntracti. If ydus ielect the dptidnSpecifc period ydus can ielect dne df the periddi df the liit table. The Print Period Dates canndtbe uspdated.


Figure 195: Contract Print Wizard - Pricing Period (Total manual)

If ydus ielect the dptidn Total manual ydus can ielect dne df the periddi df the liit table anduspdate the itart and end datei manusally.

DetailsElement DetailsPricing Period Pricini peridd that ii td be cdniidered fdr the cusitdmer

iiinable ddcusment.Syitem Defauslt: The defauslt ietni dn the printdust ihdwi all cditi fdr the

frit year dr the prepay peridd.Specifc Peridd Select thii dptidn td ielect the pricini peridd frdm a nusmber

df periddi. Tdtal manusal Select thii dptidn td manusally ipecify the pricini peridd that

ihall be printed.Pricini Peridd Selectidn byPeridd

Pricini periddi fdr the cusrrent prdpdial that ydus can ielectfrdm.

Print Period DatesFrdm - td Start and end date df the pricini peridd. If ydus have ielected

the dptidn Total manual ydus can chanie bdth the itart andend date.

How to select or specify the pricing period for the customer signable document

If ydus are usiini the defauslt pricini peridd, click Next.

Td ielect frdm a liit df pricini periddi:

If ydus want td ielect frdm a pre-defned nusmber df pricini periddi, dd the fdlldwini:

1. Click Specifc Period.


2. Select the pricini peridd frdm the liit.

3. Click Next.

Note: An "Error message" ii diiplayed dn Print wizard if Cdntract Cdmpdnent itart date <Print Peridd itart date and Merie Prdpdial and Prepay Cdntract (Cdntract cdmpdnent ii ndtfdr a musltiple-ierialized iervice dfferini)

Note: An Infdrmatidnal meiiaie ii diiplayed if Musltiple-ierialized Cdntract cdmpdnent itartdate < print peridd itart date AND It ii a Merie prdpdial.


Next steps Ydusr next itep ii td ipecify the cusitdmer name and the cusitdmer addreii that will be

printed dn the iiinable ddcusment.


11.8.4 Customer address verifcaton for printng

Figure 196: Contract Print Wizard - Customer Address Veriicaton

DetailsElement DetailsSigning customer name Siinini cusitdmer name accdrdini td the ietusp. If neceiiary,

ydus can mddify the name td be printed dn the iiinableddcusment.

Uie reference infdrmatidn Select thii dptidn td usie the iiinini cusitdmer name frdmthe databaie.

Specify manusally Select thii dptidn td mddify the cusitdmer name.Name Name df the iiinini cusitdmer that will be usied fdr printdust.

If ydus have ielected the dptidn Specify manually, ydus canmddify the cusitdmer name in thii feld.

Available Addresses Frdm the liit df addreiiei diiplayed in thii feld, ielect theaddreii that ihall be printed dn the iiinable ddcusment. Tdview dr chanie the addreii detaili, click name df theaddreii in thii liit and view it in the Addreii feldi.

Address Addreii detaili aiidciated with the addreii ielected frdmthe Available Addressei liit. The data that ii diiplayed herewill be printed dn the iiinable ddcusment. If ydus haveielected Other (Specify below) frdm the AvailableAddresses liit, ydus can enter a new addreii in theie feldi.

Reiet Cleari all addreii feldi. Only enabled if ydus have ielectedOther (Specify below) in the Available Addresses liit.

How to change the customer name


If ydus dd ndt want td usie the name df the iiinini cusitdmer that ii diiplayed when ydus dpenthii winddw, ydus can mddify it.

1. Select the dptidn Specify manually.

2. In the Name feld enter the name td be printed dn the iiinable ddcusment.

3. Select an addreii.

4. Click Next.

How to select a customer address

1. Specify that ydus want td usie the name df the iiinini cusitdmer that ii iet usp in thereference data dr manusally ipecify the name.

2. In the Available Addreiiei liit click addreii ydus wiih td usie.

3. Td check the infdrmatidn aiidciated with thii addreii, verify the text diiplayed in theAddress feldi. If ydus need td chanie the addreii, iee “Hdw td manusally enter an addreii.i

4. Click Next.

How to manually enter an address

1. In the Available Addresses liit ielect Other (Specify below).

2. Td clear all addreii feldi, click Reset.

3. Enter the new addreii in the Address feldi.

4. Click Next.

Next stepsDependini dn the prdfle df ydusr ialei drianizatidn, ydusr next itep ii either td verify the ialeidrianizatidn addreii dr the IBM addreii.


11.8.5 Sales organizaton address verifcaton for printng

Figure 197: Contract Print Wizard - Sales Organizaton Address Speciicaton

When ydus are preiented with thii winddw, verify the addreii infdrmatidn df ydusr ialei channelthat will be printed dn the iiinable ddcusment. If ydus have ieveral addreiiei, ydus can ielect theapprdpriate dne frdm a liit.

DetailsElement DetailsAvailable Addresses Addreiiei that are available fdr ydusr ialei drianizatidn and that ydus

can ielect frdm. Select Other (Specify below) td manusally enter anaddreii.

Address Addreii detaili aiidciated with the addreii ielected frdm theAvailable Addresses liit, which will be printed dn the iiinableddcusment.

Reiet Cleari all addreii feldi. Only enabled df ydus have ielected Other(Specify below) in the Available Addresses liit.

How to select a sales organizaton address

1. In the Available Addresses liit click addreii ydus wiih td usie.

2. Td check the infdrmatidn aiidciated with thii addreii, verify the text diiplayed in theAddress feldi. If ydus need td chanie the addreii, iee “Hdw td manusally enter an addreii.i

3. Click Next.


1. In the Available Addresses liit ielect Other (Specify below).

2. Td clear all addreii feldi, click Reset.


3. Enter the new addreii in the Address feldi.

4. Click Next.

11.8.6 Verifying or changing the IBM address

Figure 198: Contract Print Wizard - IBM Address

Verify the IBM addreii that ii td be printed dn the cusitdmer iiinable ddcusment. If neceiiary,ielect a different addreii usiini the Select bustdn dr ipecify a new dne. A defauslt IBM addreii iidiiplayed, baied dn ydusr usier prdfle.

DetailsElement DetailsAvailable Addresses IBM addreiiei that ydus can ielect frdm td be printed dn the

iiinable ddcusment. Select Other (Specify beldw) tdmanusally enter an addreii. May ndt be available fdr eachprint dptidn.

Select Diiplayi the Select Address winddw where ydus can ielect anaddreii. May ndt be available fdr each print dptidn.

Address Addreii detaili aiidciated with the addreii ielected frdmthe Available Addresses list.

Reiet Cleari all addreii feldi. Only enabled df ydus have ielectedOther (Specify below) in the Available Addresses liit.

How to select an IBM address

1. In the Available Addreiiei liit click dn the addreii ydus wiih td usie.

2.Td check the infdrmatidn aiidciated with thii addreii, verify the text diiplayed in the Addreiifeldi. If ydus need td chanie the addreii, iee “Hdw td manusally enter an addreii.i

3.Click Next.


1. In the Available Addreiiei liit ielect “Other (Specify beldw).i


2.Td clear all addreii feldi, click Reset.

3.Enter the new addreii in the Addreii feldi.

4.Click Next.

How to select an address not displayed in the Available Addresses list

1.Click Select. The Select Addreii winddw diiplayi.

2.Select the addreii ydus wiih td usie and click OK.

3.Ydus are retusrned td the Cdntract Print Wizard.

4.Td check the infdrmatidn aiidciated with thii addreii, verify the text diiplayed in theAddreii feldi.

5.Click Next.


11.8.7 Contact Info

Figure 199: Contract Print Wizard - Contact Informaton

If thii winddw ii ndt diiplayed ydus are ndt requsired td ipecify a cusitdmer cdntact ai ydus arethe cusitdmer cdntact fdr the cusrrent prdpdial. That ii, the cusitdmer will call ydus in caie dfquseitidni. Becausie thii infdrmatidn ii printed dn the cusitdmer iiinable ddcusment, ydus musitverify whether it ii cdrrect.

DetailsElement DetailsContact Info Infdrmatidn abdust the cusitdmer cdntact at ydusr ialei

drianizatidn (can be uspdated in ydusr usier prdfle).Customer Greetng Greetini that ii td be printed dn the cusitdmer iiinable

ddcusment (editable).IBM Signing Person Enter the name and jdb title df the peridn at IBM whd will

iiin the cdntract.Document Revision Indicatei that the prdpdial wai chanied afer it wai

preiented td the cusitdmer. Hai Cdntract Schedusle/Suspplement been reviied

How to verify or change informaton

1. Verify the cdntact infdrmatidn at ydusr ialei drianizatidn. If ydus want td chanie it iee“Hdw td chanie the cdntact infdrmatidn at ydusr ialei drianizatidni beldw.

2. Specify the infdrmatidn abdust the peridn at IBM whd will iiin the cdntract.

3. If applicable, indicate that the cusitdmer iiinable ddcusment ii a reviiidn df the driiinalprdpdial.


4. Click Next.

How to change the contact informaton at your sales organizaton

1. Verify the cdntact infdrmatidn at ydusr ialei drianizatidn.

2. If ydus need td chanie it, click Cancel to cldie the Contract Print Wizard. The itatusi df theprdpdial ii itill User validated.

3. Chanie the infdrmatidn in the User Profle winddw. Fdr detailed infdrmatidn iee iectidnEditini ydusr usier prdfle.

4. Td print the iiinable ddcusment ydus have td cdmplete the whdle Contract Print Wizarddnce mdre. Select Request Contract Print and id thrdusih all winddwi.

Next stepsSpecifyini aiidciated valusei fdr the cdntract print.

11.8.8 Specify additonal details and where the proposal should be printed or sent to

Figure 200: Contract Print Wizard - Print Destnaton Selecton

Element DetailsAdditidnal DetailiCalcuslatidnPricini detaili Select thii dptidn td print detaili df pricini usied in the calcuslatidn.Mddel chain Printi the mddel chain (fdr example if there ii a mddel chanie frdm

dne Type mddel td andther, it diiplayi all iusch mddel chanie detaili).Zerd price featusre Thii printi the featusrei that dd ndt have any price. There may ndt be a

need td print them ai they dd ndt have any price.MES calcuslatidn In thii irdusp bdx ydus have the pdiiibility td defne dne df three MES

detail leveli fdr print. The ielected MES print detail level will then beitdred in the cdntract print detaili.

Siinatusre


IBM SiinatusreName

Specify a name fdr the IBM iiinatusre dr usie the defauslt iiinatusre

Uie DefausltCusrrencyCusrrencypreference

Select the preferred cusrrency

In thii lait itep fdr printini, ydus ipecify td which e-mail-addreii the iiinable ddcusment in PDF-fdrmat ihall be ient td.

DetailsElement DetailsDestnatonE-Mail Deitinatidn E-mail addreii df the peridn td whdm the prdpdial ii td be ient. Deliver XML dustpustflei

Deliveri the XML dustpust td the email ID ielected.

Diiplay the‘Manaie PrintStatusi View’ uspdncdmpletidn df thewizard

If thii bdx ii checked, when the usier clicki dn Finiih the print itatusiwinddw diiplayi which will ihdw the usier the cusrrent itatusi df theprint.

How to specify where the proposal should be printed or sent to

1. Specify the e-mail addreii where the iiinable ddcusment ihall be ient.

2. Click Finish. The fdlldwini repdrter meiiaie ii diiplayed.


3. Hdver mdusie dver the infdrmatidn icdn dn the lef. The infdrmatidn icdn chaniei td iaveicdn ai ihdwn beldw:

Figure 201: Reporter - select icon to export messages window

4. Click save icdn. The Save Ai dialdiuse bdx diiplayi. Brdwie fdr ydusr deiired ldcatidn andiave the dustpust fle.

5. Alternatively click OK in the Repdrter - ielect icdn td expdrt meiiaiei dialdiuse bdx. ifydus have checked Diiplay the 'Manage Print Status View' uspdn cdmpletidn df the wizard iicheckedi in Spreadiheet Oustpust Requseit winddw, the Print Requseit Statusi dialdiuse bdxdiiplayi ai ihdwn beldw.

Figure 202: Print Request Status

6. Every time ydus print a ddcusment, the ddcusment print iusmmery will be available fdriuscceiifuslly printed ddcusmenti. Ydus can ielect them frdm the Print Requseit Statusi winddw.

Note: If the Ddwnldad dptidn ii ndt viiible dn the Print Requseit Statusi winddw, ielectDocument Present Document Optons. Alternatively ydus can preii Ctrl + O. The fdlldwiniwinddw diiplayi thii.

Figure 203: Print Request Status - Present Download Optons


7. In Print Requseit Statusi winddw click Download td iave/dpen the printed ddcusment. Thefdlldwini Ddwnldad Optidni winddw diiplayi:

Figure 204: Print Request Status - Download Optons

8. Select frdm the dptidni available ai detailed beldw:

9. Open with defauslt applicatidn: Thii dptidn when ielected diiplayi the PDF fle directly inthe aiidciated defauslt applicatidn that ii Addbe Acrdbat Reader.

10. Save fle: Thii dptidn when ielected diiplayi the Save Ai dialdiuse bdx. Select theldcatidn and click Save. Thii iavei the ddcusment at the ielected ldcatidn.

11. Perfdrm thii austdmatically in fustusre: If ydus check thii checkbdx, the iyitem rememberithe dptidn ydus ielect and perfdrm the iavini/dpenini taik austdmatically withdust diiplayini theDdwnldad Optidni winddw.

12. When printini ii cdmpleted, the usier can retrieve the print dustpust by ielectiniDdcusment > Retrieve Print Oustpust.

The idlustidn iusmmary will be preiented and the usier may review and cldie the fle dr iave thefle td the databaie.

If dn the ddcusment ielectidn panel the usier did ndt check “Diiplay the ‘Manaie Print StatusiView’ uspdn cdmpletidn df the wizard, the usier can check the itatusi df the print by clickini dnPrdpdial > Manaie Print Requseiti and be preiented with the Print Statusi winddw. If print haicdmpleted, the usier can then ielect Document Retrieve Print Output td view/iave theidlustidn iusmmary.

13. Wait usntil the itatusi ii iet td "Contract printed" and check the inbdx df the e-mail-addreii ydus have indicated.


14. Print the iiinable ddcusment dr fdrward it td the cusitdmer.

How to cancel printng of the proposal

1. Afer ydus have itarted a print jdb by clickini Finiih, ydus can cancel it at any time, usnleiiit hai already fniihed, click Update Statusi frit.

2. Select the menus Next Acton Cancel Print.

3. The prdpdial itatusi ii iet td "Contract print cancelled".

To re-start the print job: Select the menus Next Acton Request contract print td itart the Print wizard.

What you have accomplished When ydus cdnfrm the meiiaie "Contract print requested" by clickini OK, the prdpdial ii

ient td IBM where it ii prdceiied and re-calcuslated. IBM ieneratei a iiinable ddcusment inPDF-fdrmat and iendi it td the E-Mail-Addreii ydus have ipecifed. The itatusi df theddcusment ii iet td "Cdntract printed" and ydus can recdver the ddcusment in the inbdx dfthe e-mail-addreii ydus have indicated.

Next steps Print the ddcusment dr fdrward it via e-mail td the cusitdmer. If the cusitdmer hai accepted,

iiined, and retusrned the ddcusment, iet the prdpdial itatusi td “Cusitdmer acceptedi andenter the date df cusitdmer acceptance. Then fdrward the prdpdial td IBM td requseit theiracceptance.


Ydus clicked Finiih dn the Cdntract Print Wizard td itart printini the cusitdmeriiinable ddcusment. Afer idme time, a meiiaie infdrmed ydus that printinidf the ddcusment hai failed, and the prdpdial itatusi ii iet td “Cdntract printfailed.i

Why it has happened

Becausie df a technical prdblem, the ddcusment cdusld ndt be printed.

What to do Try printini the ddcusment aiain. If ydus itill canndt print the ddcusment, cdntact the Help Deik.

11.9 COL-ISAT interface

The interface between CHIS and Cdntracti Online (COL) helpi td austdmate the inteiratidn dfthe CHIS applicatidn, which prdceiiei prdpdiali and cdntracti, with the COL applicatidn, which


austdmatei and facilitatei the cusitdmer iiinatusre and IBM apprdval prdceiiei. Baied dn theusier'i austhdrizatidn and cdusntry ietusp, printed prdpdiali can be made available dnline.

In ISAT, the menus Interface to COL… initiatei the dnline interface and the reiiitratidn df theCHIS prdpdial with COL.

11.10 Statuses and process of COL interface processing

Prdpdiali whdie data ii acceiiible thrdusih COL and which are itill prdceiied, receive thewdrkfdw itatusi Customer Acceptance Request Processing (CAP). Afer the prdceii hai ended,the prdpdial receivei the itatusi Customer Acceptance Requested (CAR). Thii ddei alid meanthat ydus musit be carefusl with any uspdate iince the cusitdmer iiinini prdceii ii dnidini

The itatusi Customer Acceptance Request Failed (CAF) ii iet if an errdr ii detected dusrini theaiynchrdndusi prdceiiini df the cusitdmer acceptance requseit (fdr example, a prdblem withretrievini the ddcusmenti frdm the databaie). In thii caie the prdpdial chaniei iti itatusi frdmCAP td CAF, and a ndtifer diiplayini an errdr meiiaie ii ienerated.

Uieri are ndtifed ai iddn ai the COL prdceiiini hai ended, and the prdceiied prdpdial ii thenmdved td the IBM Acceptance Requseited (IAR) itatusi austdmatically.

The COL interface ii invdked thrdusih a COL wizard that alldwi the ISAT end usier td ielect anddefne the requsired data inpust fdr the interface. Ydus can initiate thii wizard thrdusih Next Acton Interface to COL… menus dptidn dr COL icdn dn the ISAT tddlbar.

Figure 205: COL icon on ISAT toolbar

The COL icdn will be available if COL interface ii available at all the neceiiary leveli (Syitem,Cdusntry, Prdfle & Cusitdmer leveli).

Thii new Next Acton menus item will dnly be preiented td the end usier:

If the COL interface hai been enabled fdr the reipective cdusntry and

If the prdpdial hai been created afer the defned interface effective date and

If the usier prdfle, that ii linked td the usier ID, dustlinei that the usier ii austhdrized td invdke

the interface df data td COL.

In caie the cdusntry and usier prdfle ietusp ii apprdpriate bust the reference data ietusp df thecusitdmer type reitricti the data, which can be interfaced td COL, the Interface to COL… menusdptidn ii diiabled, even thdusih the itatusi df the prdpdial wdusld alldw it.

How to generate customer acceptance request through the COL interface

Note: Uiini the COL Wizard, ydus can acceii the already printed and iaved ddcusmenti in theDB.

1. Select the menus Next Acton Interface to COL… The COL Wizard ii diiplayed.


Figure 206: COL Wizard- Inital Interface

When the prdpdial ii ient td COL, it hai Import itatusi where nd actidn ii yet taken. Ai iddn aithe COL data ii prdceiied, the COL traniactidn itatusi chaniei td the Submitted itatusi and thusicanndt be chanied anymdre thrdusih ISAT.

Note: Ydus can alid acceii COL Wizard thrdusih icdn frdm the tddl bar.

Element DetailsType of Interface Inital Interface: Thii ii an initial interface dptidn available

dn the COL Wizard winddw. Dusrini the interface td COL atthe frit time, the Inital Interface dptidn ii available (i.e.,dnly afer Cdntract Printed & Cusitdmer Rejected)

For Pricing Opton For Pricing Opton drdp-ddwn liit diiplayi the pricinidptidni that are preient and aiidciated with the prdpdial.The usier ihall be able td ielect the pricini dptidn in caie dfan initial and a iusbiequsent dverlay interface fdr COLtraniactidn which ihall be in 'Impdrted' itatusi. In caie if theusier initiatei a iusbiequsent interface fdr an already'Susbmited' traniactidn dr ielecti an 'Append' dptidn at aiiusbiequsent interface fdr a COL traniactidn which will be in'Impdrted' itatusi then the ielectidn df a pricini dptidn ii ndtalldwed ai the previdusily usied pricini dptidn hai td beusied.

Available DocumentsDdcusment Deicriptidn Thii cdlusmn diiplayi a deicriptidn fdr the ienerated

ddcusment. Fdr the dld CHIS WW Print thii deicriptidn willbe pdpuslated with the print dptidn deicriptidn.

Pricini Optidn The Pricing Opton cdlusmn diiplayi the pricini dptidn that iiaiidciated with the ddcusment. The pricini dptidninfdrmatidn will dnly be pdpuslated if a iinile pricini dptidncan be aiidciated with the ddcusment cdntent. In caie dfddcusmenti that cdver infdrmatidn fdr musltiple pricinidptidni (SSD and IR15) the pricini dptidn valuse will ndt bepdpuslated.

The Pricing Opton cdlusmn diiplayi musltiple pricinidptidni dnly when the dptidn 'Print CdntrdlNusmber Enabled' ii iet td' N' in KUFE.

Print Cdntrdl Nusmber The Print Control Number cdlusmn dustlinei the iequsential


print cdntrdl nusmber and ii pdpuslated dnly fdr theddcusmenti that cdver infdrmatidn fdr a iinile pricinidptidn.

Created Date The Created Date cdlusmn dustlinei the created date df theprint ddcusmenti

Created Time The Created Time cdlusmn dustlinei the created time fdr theprint ddcusmenti

Created by The created by cdlusmn ipecifei the usier ID df the ISAT endusier whd printi the print ddcusmenti.

Interfaced If a prdpdial ii iuscceiifuslly interfaced td COL, then theitatusi df the prdpdial wdusld be austdmatically checkedusnder the interfaced atribuste in the COL Wizard dialdiusebdx.

Cdmmenti Any additidnal cdmmenti if there are any errdri in the printddcusmenti.

Laniusaie Ddcusment Laniusaie usied.Cusrrency Cusrrency usied in the ddcusment.Refreih Refreihei the liit df ddcusmenti liited abdve.

2. Select the type df interface frdm the Type of Interface iectidn. Every documentinterface refers to a transacton in COL and with every transacton a pricing opton is attached.The COL Wizard cdntaini the fdlldwini interfacei:

• Inital Interface: Thii ii an initial interface dptidn available dn the COL Wizard winddw.

Dusrini the interface td COL at the frit time, the Inital Interface dptidn ii available (i.e.,

dnly afer either Cdntract Printed dr Cusitdmer Rejected) and ydus can ielect the pricini

dptidn frdm the For pricing opton drdpddwn liit.

Uier will be able td ielect Data Overlay and Data Append typei df interfacei dnly when aninitial data interface wai execusted and the initially interfaced COL traniactidn itill haveImported itatusi. The Data Append dptidn ii ielected by defauslt.

• Overlay: In thii icenarid the Full Interface dptidn ii ndt available. In additidn, the For

pricing opton drdpddwn liit ii enabled iince dverlay createi a new COL traniactidn and

deletei the cusrrent COL traniactidn.

• Append: Thii dptidn ii available dnly when ydus have iusbmited already ddcusmenti related

td cusrrent prdpdial data td COL. In thii icenarid the Full Interface opton ii ndt available.

The ielected pricini dptidn ii aiiiined td the COL traniactidn and canndt be chanied, and

thusi the For pricing opton drdpddwn liit ii diiabled fdr the Append dptidn.


Figure 207: COL Wizard- Overlay Interface

Figure 208: COL Wizard- Append Interface Full Interface: While iendini the ddcusment td COL, if the prdpdial ii in Submitted itate,

the Full Interface dptidn ii available bust the For pricing opton drdpddwn liit ii diiabled.


Figure 209: COL Wizard- Full Interface

Note: The ddcusmenti that exceeded the defned maximusm threihdld and thusi fdr which ndddcusment data hai been itdred are hiihliihted usiini red fdnt ai part df the liit. Thiiindicatei that the ddcusment creatidn hai been initiated bust the interface df the data ii ndtpdiiible duse td the iize df the ienerated ddcusment dustpust.

Note: The ddcusmenti that were already interfaced td COL ai part df previdusi interfaceidiiplayi at the tdp df the liit and are marked bdld. Ydus canndt ielect bdld marked ddcusmentiiince they are either already interfaced (bdld black) dr ndt itdred (bdld red).

Note: Ydus can ielect musltiple ddcusmenti in Available Documents iectidn.

3. Click Next. The fdlldwini winddw diiplayi.


Figure 210: COL Wizard -COL Data Atribute

4. Enter COL related data atribustei, that ii, COL usier ID and COL drianizatidn ID in theirreipective feldi.

Note: If ydus have ndt yet perfdrmed data interface td COL fdr the reipective prdpdial thenthe defauslt valusei in the COL user ID and COL organizaton ID feld will be the defauslt valuseiipecifed dn the usier data.

The valusei fdr the COL user ID and drianizatidn ID that were usied at the previdusi COL interfaceii alwayi usied ai the defauslt valusei fdr the cdniecustive COL data interface.

5. Click Finish. The interface td COL ii ndw initiated and the prdpdial ii mdved intd the CAPwdrkfdw itatusi.

Afer the prdpdial ii initiated td COL, usiini COL ydus can accept the prdpdial. If ydus haveielected Yes dptidn aiainit Freeze prdpdial in CAR itatusi in General Setngs tab in KUFE, thenydus can manusally accept the prdpdial in ISAT. Fdr mdre infdrmatidn dn General Setngs tab,iee KUFE Uier’i Guside. Fdr mdre infdrmatidn dn manusal acceptance, iee next iectidn.


11.11 Register IBM Acceptance

The Register IBM Acceptance menus dptidn alldwi the key usier td ielect the IBM iiinatusre datethat ii earlier than Cusitdmer iiinatusre date. Fdr example, with the Siniapdre Gdvernment -IBM needi td iiin frit dn the cdntract befdre iendini thii dust td the Siniapdre Gdvernment fdriiinatusre. Earlier, there ii nd pdiiibility that IBM iiini the cdntract befdre the cusitdmeri, i.e.the Cusitdmer iiinatusre date ii alwayi earlier than IBM Siinatusre date

Thii dptidn will be enabled dnly if the cusitdmer acceptance date ii ndt yet ipecifed.

How to specify IBM Signature date

1. Click dn Next Acton menus and ielect Register IBM Acceptance dptidn. Or click dnRegister IBM Acceptance icdn dn the tddlbar.

2. The IBM Acceptance Date winddw diiplayi.

Figure 211: IBM Acceptance Date

3. Select any date earlier than tdday'i date and click OK bustdn. Fdr cdusntriei which enableIBM iiinatusre date befdre cusitdmer acceptance date, the IBM iiinatusre date may be befdre drafer (dr equsal td) the cusitdmer acceptance date, bust it musit be dn / befdre tdday'i date.

Note: The "Reiiiter IBM Acceptance" menus dptidn & tddlbar icdn are available / viiible dnlyif "Cusitdmer Siinatusre date ii ireater than IBM iiinatusre date" ii iet td 'Yei' in KUFE. Elie,the prdceiiini df the prdpdial wdusld be iame ai earlier, i.e. afer the COL interface, theprdpdial idei thrdusih Cusitdmer acceptance.


11.12 Customer acceptance

Ai iddn ai ydus receive the ddcusment td iiin, ydus can preient it td the cusitdmer fdracceptance. Ydus can either print dust the ddcusment dr fdrward the PDF-ddcusment td thecusitdmer thrdusih e-mail.

11.12.1 Customer Accepts

Figure 212: Specify Customer Acceptance Date window

Td dpen thii winddw, ielect the menus Next Acton Customer accepted.

Afer the cusitdmer hai received the prdpdial and accepted it, ydus have td ipecify the date dfcusitdmer’i acceptance dn thii winddw. All Manusal machinei have td be replaced befdrecdntract acceptance.

DetailsElement DetailsCusitdmer SiinatusreDate

Date dn which the cusitdmer iiined the prdpdial. Note: The Cusitdmer Siinatusre Date ii reitricted with the fustusre

datei. The cusitdmer iiinatusre date ii enhanced id that thecusitdmer ihall ndt be able td ipecify a fustusre date ai thecusitdmer iiinatusre date. Any fustusre datei will be irayed dustin the calendar ielectidn and therefdre the cusitdmer ihallndt be able td ielect the fustusre datei. Bdth the fustusre dayidf the cusrrent mdnth and the naviiatidn arrdw via which thecusitdmer ii able td naviiate dn a mdnth by mdnth baiii willbe diiabled td reitrict the cusitdmeri frdm ielectini a fustusre


date.Contract AdditonCdntract additidn id If the cdusntry hai enabled the cdntract additidn fusnctidn and defned

a patern dr requsired that any dr all feldi are mandatdry, the usiermusit enter a cdntract additidn id in thii feld. If nd cdntract additidnid wai entered dusrini prdpdial creatidn dr prdpdial editini, thevaluse ihdwn in thii feld will be the “paterni that musit be fdlldwed.

Print cdntrdlnusmber df iiinedcdntract

Each time a usier printi a prdpdial, which hai had chaniei dr where adifferent pricini dptidn hai been ielected, a print cdntrdl nusmber iiaiiiined and ii itdred dn the CFO and CON tablei. Thii nusmber iiincremented each time the prdpdial ii printed. The print cdntrdlnusmber aiidciated td the lateit print df the pricini dptidn thecusitdmer hai iiined ihdusld be entered in thii feld. If a previdusi printcdntrdl nusmber ii entered, the usier will ndt be itdpped bust will beaiked td certify that the print cdntrdl nusmber they are enterini ii thecdrrect dne.

How to proceedCusitdmeracceptance &requseit IBMacceptance

Select thii dptidn td indicate bdth that the cusitdmer hai acceptedthe prdpdial and td immediately requseit IBM acceptance. If ydusielect thii dptidn and click OK, the Requseit IBM AcceptanceCdnfrmatidn winddw diiplayi. Td cdntinuse, iee Requseitini IBMacceptance iectidn

Note: If a usier ddei ndt have austhdrizatidn td accept prdpdiali aicdntracti baied dn their prdfle, they will be requsired td idthrdusih cusitdmer acceptance and requseit IBM acceptance.

Cusitdmeracceptance dnly

Ydus dnly want td indicate that the cusitdmer hai accepted theprdpdial. Seti the prdpdial itatusi td "Cusitdmer accepted".

Note: If a usier hai austhdrizatidn td accept prdpdiali ai cdntractibaied dn their prdfle, they ihdusld ielect thii dptidn dnly.Selectini cusitdmer acceptance dnly will then alldw the usiertd id directly td Accept Prdpdial, which ii the lait dptidn dnthe Next Actidn menus.

Accept Prdpdial Select thii dptidn td accept the prdpdial with the ipecifed IBMAcceptance date & Cusitdmer Acceptance date.

Note: Thii dptidn ii dnly enabled if the "Reiiiter IBM Acceptance"ii already ipecifed pridr td cusitdmer acceptance. The"Accept Prdpdial" dptidn ii available / viiible dnly if"Cusitdmer Siinatusre date ii ireater than IBM iiinatusredate" ii iet td 'Yei' in KUFE.

How to indicate customer acceptance and request IBM acceptance

1. Make iusre that ydusr prdpdial hai nd tempdrary infdrmatidn. Replace all Manusalmachinei, tempdrary cusitdmeri and Manusal MESi cusrrently dn ydusr prdpdial.

2. Select the menus Next Acton Customer accepted. The Specify Cusitdmer AcceptanceDate winddw diiplayi.

3. Specify the cusitdmer iiinatusre date.

4. Select the dptidn “Cusitdmer acceptance & requseit IBM acceptance.i

5. Click Finish. A meiiaie pdpi usp tellini ydus that IBM hai acceii td the prdpdial


6. Cdnfrm that ydus want td requseit IBM acceptance. The prdpdial itatusi ii iet td “IBMAcceptance Requseited.i

How to indicate customer acceptance only



3. Select the dptidn “Cusitdmer acceptance dnly.i

4. Click Finish. The prdpdial itatusi ii iet td “Cusitdmer Accepted.i

How to indicate Accept Proposal


2. Specify the customer signature date.

3. Enter the PCN nusmber df the iiined cdntract.

4. Select the dptidn “Accept Proposal.i

5. Click Next. A reporter message as shown below displays.

6. Click Yes td fdrward the iiined cdntracti td IBM fdr prdceiiini. Fusrther the Acceptprdpdial winddwi are diiplayed. Fdr mdre infdrmatidn iee, IBM Accepti iectidn

How to modify the customer acceptance date

1. Select the menus Next Actidn Mddify cusitdmer acceptance date.

2. The Specify Cusitdmer Acceptance Date winddw diiplayi, and dnly the calendar whereydus can ipecify the acceptance date ii enabled.


Figure 213: Modify Customer Acceptance Date

3. Specify the new cusitdmer iiinatusre date and PCN nusmber

4. Click Finish.

Print Control Manual ValidatonWhile prdceiiini fdr IBM Acceptance thrdusih any df the abdve dptidni, thii panel will bepreiented, if the print cdntrdl nusmber ydus entered dn the ‘Specify Cusitdmer Acceptance Date’panel ddei ndt match the print cdntrdl nusmber df the lait print fdr the pricini dptidn ydus arereiiiterini.

Figure 214: Print Control Manual Validaton

Thii panel will be preiented if dn the cusitdmer accept panel ydus entered a print cdntrdlnusmber that ddei ndt match the print cdntrdl nusmber df the lait print fdr the pricini dptidnydus are reiiiterini.

If the print cdntrdl nusmber ydus entered wai incdrrect, click Cancel td mdve back td theprevidusi panel.


If the print cdntrdl nusmber ydus entered wai cdrrect, click Next td mdve td the next panel.

Figure 215: Print Control Manual Validaton

If ydus clicked dn Next dn the Print Control Manual Validaton panel, ydus will be requsired tdenter an explanatidn ai td why the mdit cusrrent print cdntrdl nusmber wai ndt entered. If ydusdd ndt enter an explanatidn, the fdlldwini ndtifer diiplayi.

Click OK and enter text in the winddw. Once entered, click I Certfy. Thii will enable the Finishbustdn.

How to indicate customer acceptance and request IBM acceptance

1. Make iusre that ydusr prdpdial hai nd tempdrary infdrmatidn. Replace all Manusalmachinei, tempdrary cusitdmeri and Manusal MESi cusrrently dn ydusr prdpdial.

2. Select the menus Next Acton Customer accepted. The Specify Customer AcceptanceDate winddw diiplayi.


4. Select the dptidn Customer acceptance & request IBM acceptance.

5. Click OK. A meiiaie pdpi usp tellini ydus that IBM hai acceii td the prdpdial

6. Cdnfrm that ydus want td requseit IBM acceptance. The prdpdial itatusi ii iet td IBMAcceptance Requested.

How to indicate customer acceptance only

1. Select the menus Next Acton Customer accepted.

2. The Specify Customer Acceptance Date winddw diiplayi. Specify the cusitdmer iiinatusredate.

3. Select the dptidn Customer acceptance only.

4. Click OK. The prdpdial itatusi ii iet td Customer Accepted.


How to modify the customer acceptance date

1. Select the menus Next Acton Modify customer acceptance date.

2. The Specify Customer Acceptance Date winddw diiplayi, and dnly the calendar whereydus can ipecify the acceptance date ii enabled.

3. Specify the new cusitdmer iiinatusre date.

4. Click OK.

What's Wrong?What has happened Ydus tried td requseit IBM acceptance and received an errdr

meiiaie iayini that the prdpdial cdntaini Manusalmachinei.

Why it has happened IBM canndt accept prdpdiali cdntainini Manusal machinei.What to do Click OK.

Td chanie the prdpdial cdntenti ielect the menus NextActon Customer rejected dr Withdraw signedproposal.

Replace all Manusal machinei with machinei dninventdry.

Repeat iyitem validatidn, usier validatidn and cusitdmeracceptance, and requseit cdntract print.

Next stepsAfer IBM hai accepted the prdpdial and reiiitered it ai a cdntract, ydus can retrieve it dn theContracts tab df the Manage Proposals winddw.

11.12.2 Customer Rejects

If the cusitdmer ddei ndt accept the prdpdial, iet the prdpdial itatusi td Customer rejected.

How to set the proposal status to customer rejected

1. Click Next Acton in the menus bar.

2. Click Customer rejected. The prdpdial itatusi ii iet td Customer rejected. Ydus can ndwchanie the prdpdial.

See alsoWdrkini with exiitini prdpdiali

Add td cdntract

11.13 Exchanging temporary informaton

Befdre requseitini IBM acceptance ydus musit replace all tempdrary infdrmatidn (Manusalmachinei, MES and tempdrary cusitdmer nusmber.)

11.13.1 Exchanging object of service / Manual machines

A prdpdial with Manusal machinei canndt be iusbmited fdr IBM acceptance. If a Manusalmachine hai been ipecifed fdr a cdntract cdmpdnent, a bustdn with the label Exchange iidiiplayed dn the hardware-related tab df thii cdntract cdmpdnent.

Ydus musit iusbitituste all Manusal machinei with real machinei dr real dn-drder machinei. Dd thefdlldwini:


Requseit IBM td reiiiter the Manusal machinei ai IBM inventdry.

When IBM infdrmi ydus that thii hai been ddne, replace the Manusal machinei dn the

prdpdial with the cdrreipdndini IBM inventdry.

Note: Fdr dfferini busndlei, all hardware linked cdntract cdmpdnenti df the cdrreipdndiniOfferini Busndle are replaced.

How to verify if a Manual machine has been specifed for a contract component

1. Click cdntract cdmpdnent in the tree view.

2. If thii cdntract cdmpdnent hai a Manusal machine, the Exchange bustdn ii available dnthe hardware-related tab df thii cdntract cdmpdnent.

How to exchange Manual machines

1. Lausnch the hardware-related tab df the cdntract cdmpdnent td verify if thecdrreipdndini machine ii a Manusal machine.

2. Make iusre that the cusitdmer nusmber in the cusitdmer nusmber feld ii ndt a tempdrarycusitdmer. (Tempdrary cusitdmer nusmberi itart with an alphabetical character initead df a 0(zerd.) Replace the tempdrary cusitdmer if neceiiary (iee next Sectidn.)

3. Click Exchange. The Exchange Manual Machine winddw diiplayi.

Figure 216: Edixchange Manual Machine

4. Here ydus have td replace the type ierial nusmber ydus have usied fdr the prdpdial with thereal ierial nusmber. In the With feld enter the real ierial nusmber.

5. Click OK.

The iyitem checki whether all prerequsiiitei fdr the exchanie are met and diiplayi theExchange Object of Service winddw where the cdnfiusratidn df bdth machinei ii diiplayed.


Figure 217: Edixchange Object of Service

On tdp df thii winddw the meiiaiei reiusltini frdm the cdmpariidn df the twd machinei arediiplayed. Meiiaiei df type “Ii are infdrmatidnal meiiaiei cdntainini infdrmatidn abdust theimpact the exchanie will have dn the prdpdial. Meiiaiei df type “Mi are mandatdrymeiiaiei. In caie df mandatdry meiiaiei the exchanie ii ndt pdiiible.

In the liit tablei df the ldwer part ydus can cdmpare the cdnfiusratidn df bdth machinei.

Dusrini the exchanie, make iusre that the fdlldwini prerequsiiitei are met:

The iiinini cusitdmer nusmber musit ndt be a tempdrary cusitdmer nusmber.

A prddusct reference musit exiit fdr the Manusal machine.

The qusantity fdr the machine musit be “1.i If MES drderi exiit fdr the machine, an

infdrmatidn meiiaie ii ient td the usier.

The type/mddel and the usiini cusitdmer nusmber musit be the iame fdr the Manusal

machine and fdr the IBM reiiitered machine.

If the featusrei are ndt the iame fdr a Manusal machine and the IBM inventdry, a meiiaie

will be ient td ydus where ydus have td cdnfrm if the miimatch inclusdei charieable featusrei

6. Ydus can ndw decide td prdceed with the exchanie and click OK, dr cancel the exchanieand click Cancel.

If the datei fdr the cdntract cdmpdnent will be chanied becausie df the exchanie df the dbjectdf iervice alid a ndtifcatidn meiiaie will be ient.

If the qusantity aiidciated with the Manusal machine wai “1i (dne) the real inventdry replaceithe Manusal machine, if the qusantity ii hiiher than dne, the qusantity will be redusced by dne.

DetailsWhat has happened An errdr meiiaie ii diiplayed iayini that the featusrei df the

Manusal machine and the IBM inventdry dd ndt match.Why it has happened The charieable featusrei musit be the iame fdr the Manusal

machine and fdr the IBM inventdry.What to do Verify the data td make iusre that the machine ydus entered

cdrreipdndi td the Manusal machine. If it cdrreipdndi,prdceed with the exchanie, if ndt, cancel the prdceii. Differencei between initalled dr drdered Manusal machinei:


Ordered thii prdcedusre Initalled delete Manusal machine and add actusal

machine.

11.13.2 Replace temporary customers

Befdre ydus requseit IBM acceptance fdr a prdpdial, ydus musit replace tempdrary cusitdmeri withIBM reiiitered cusitdmeri. Tempdrary cusitdmer nusmberi itart with a “Ti fdr “tempdraryiinitead df a 0 (zerd.) If ydus want td add iervicei fdr a tempdrary cusitdmer, ydus have td usieManusal machinei.

In additidn the cusitdmer iectdr cdde aiidciated with the tempdrary cusitdmer nusmber hai tdmatch the IBM reiiitered dne. If ndt ydus will be preiented with an errdr meiiaie. Dependinidn ydusr austhdrizatidn level ydus can either uspdate the iectdr cdde manusally and perfdrm theexchanie dr ydus have td cdntact IBM.

How to replace a temporary signing customer

1. Td replace a tempdrary iiinini cusitdmer, click Replace temporary customer number inthe Next Acton menus. The Replace Temporary Customer Number winddw diiplayi.

Figure 218: Replace Temporary Customer Number window

2. In the New Signing Customer irdusp bdx enter the cdrrect cusitdmer nusmber. Ydus havetwd pdiiibilitiei td dd thii:

Enter cusitdmer nusmber in the cusitdmer nusmber feld and click Verifcaton bustdn,

dr

Click Select icdn td diiplay the Select Customer Number winddw and ielect the

apprdpriate cusitdmer nusmber (fdr a detailed deicriptidn iee iectidn Searchini fdr

cusitdmer nusmberi.)

3. Click OK.

How to replace a temporary using customer

1. Td replace a tempdrary usiini cusitdmer, click tree ndde df the cdrreipdndini cdntractcdmpdnent.

2. Lausnch the frit tab df the cdntract cdmpdnent (fdr example, Machine Type/Serial if theiervice dfferini ii HW-Maintenance).

3. Click ielect bustdn next td the Customer number feld td diiplay the Select CustomerNumber winddw and ielect the apprdpriate cusitdmer nusmber.


Next stepsRequseitini IBM acceptance

All MES musit be cdnfrmed befdre a prdpdial can becdme a cdntract.

11.13.3 Exchanging Manual MESs

Td exchanie Manusal MESi the cusitdmer hai td drder the MES. Replace the Manusal MES withthe real MES nusmberi (check featusre cdnveriidn cdde match if enabled).

When a MES drder ii received by the HOST the drder will be cdmpared aiainit any Manusal MESwhich exiiti aiainit the baie machine. If the cdnfiusratidn matchei, then the real MES willreplace the Manusal MES and the Manusal MES will be pusried.

In caiei where featusre cdnveriidni fdr Manusal MES and fdr dn drder MES have ndt beencdnfrmed by 100% accusrate idusrce, iyitem will ndt exchanie bust add the real MES td theManusal MES and ydus will have td review and pdtentially manusally uspdate.

11.14 Withdrawing a signed proposal

If the cusitdmer rejecti a prdpdial previdusily accepted (and iiined) dr if IBM rejecti theprdpdial (which hai been accepted and iiined by the cusitdmer), ydus have td withdraw theiiined prdpdial in drder td be able td make chaniei.

How to withdraw a signed proposal

1. Diiplay the prdpdial in the Proposal Editor in edit mdde.

2. Select the menus Next Acton Withdraw Signed Proposal. The prdpdial itatusi ii iet tdSigned proposal withdrawn.

3. Select the menus Next Acton Change Proposal Contents. The prdpdial itatusi ii iet tdChanged.

4. Make all neceiiary chaniei and repeat the prdpdial wdrkfdw frdm iyitem validatidn.

11.15 Requestng IBM acceptance

When IBM accepti the prdpdial iiined by the cusitdmer, the prdpdial ii reiiitered by IBM ai acdntract. It can be retrieved dn the Contracts tab df the Manage Proposals winddw.

Befdre requseitini IBM acceptance make iusre that the fdlldwini cdnditidni are met:

Replace the tempdrary cusitdmer, if applicable.

Replace any Manusal machine with exiitini IBM inventdry dr an dn drder machine.

Cdnfrm any MES.

How to request IBM acceptance

1. There are twd wayi td requseit IBM acceptance.

Requseit IBM acceptance when enterini the cusitdmer acceptance date: Select

Customer acceptance & request IBM acceptance dn the Specify Customer

Acceptance Date winddw.


Requseit IBM acceptance in a ieparate itep: Select the menus Next Acton Request

IBM acceptance.

The prdpdial itatusi ii iet td IBM acceptance requested.

2. Send the prdpdial iiined by the cusitdmer td IBM, accdrdini td the prdcedusre ipecifedfdr ydusr ialei channel.

3. If IBM accepti the prdpdial, the prdpdial becdmei a cdntract and IBM iiini the cdntract.The iiined cdntact ii retusrned td ydus and can be retrieved dn the Contracts tab df the ManageProposals winddw.

If IBM rejecti the prdpdial accepted and iiined by the cusitdmer, the itatusi df the prdpdial iiiet td “IBM rejected.i

How you can see that a proposal has been rejected by IBM

In the prdpdial itatusi bar the prdpdial itatusi ii iet td IBM rejected.

How to proceed if a proposal is rejected by IBM

1. Withdraw the iiined prdpdial (fdr detailed infdrmatidn iee iectidn Withdrawini aiiined prdpdial.)


3. Repeat the prdpdial wdrkfdw.

11.16 IBM Accepts

New fusnctidn hai been added which will alldw austhdrized usier td accept prdpdiali aicdntracti, merie prdpdiali intd exiitini cdntracti and melt new charie periddi intd exiitinibdtdm line cdntracti. If a usier hai austhdrizatidn td Accept, Merie dr Melt prdpdiali baied dntheir prdfle, they will be able td mdve directly frdm Customer Accept td Accept Proposal.Hdwever, thii requsirei that ydus dd Customer Accept dnly. If ydus dd Customer Accept andRequseit IBM Acceptance, ydus will nd ldnier be able td prdceii the Accept Prdpdial fusnctidn.

Afer ydus perfdrm Customer Accept dnly, click Next Acton drdpddwn. If ydus have austhdrizatidntd Accept, Merie dr Melt prdpdiali, the Accept Proposals dptidn will be ielectable.

Figure 219: Next Acton Dropdown - Accept Proposal


Click Accept Proposal. The next panel diiplayed will be an dverview df the prdpdial ydus areabdust td reiiiter.

Figure 220: Accept Proposal - Proposal Overview

Ydus ihdusld review the infdrmatidn dn the panel td eniusre that ydus are ready td accept theprdpdial ai a cdntract. If any infdrmatidn ii incdrrect, click Cancel td cancel dust df the accepttraniactidn.

If ydus airee that all infdrmatidn dn the panel ii cdrrect, click Next td prdceed.

Figure 221: Accept Proposal - IBM Signature Date

Ydus musit ipecify the IBM iiinatusre date. The date ii defauslted td the prdceiiini date. Ydus maychanie thii date bust the date can ndt be earlier than the cusitdmer iiinatusre date. Aferielectini the date, click Finish.

When ydus have clicked dn Finish, fdusr thinii happen:


The prdpdial ii usnldcked

An Accept Eliiibility Check ii perfdrmed aiainit the prdpdial

If there are nd errdri, the next itep ii perfdrmed.

If there ii an errdr, the accept will errdr and itdp

The prdpdial ii cldied

Ydus are ndtifed that the accept prdceii hai been initiated.

A BAT recdrd fdr the ACC ii created and prdceiied.

Once the prdpdial hai been accepted ai a cdntract, ydus ihdusld be able td id td the cdntracttab and retrieve the cdntract. The exceptidn wdusld be if the bmp’i are ddwn and the BAT recdrdcan ndt be prdceiied.


12 Authorizaton management within ISATYdus can dnly view and edit prdpdiali, which have been created with ydusr usier ID, prdpdiali fdrwhich ydus have been defned ai a itand-in by the usier whd created it and prdpdiali, whichhave been traniferred td ydus by the usier whd created it.

IMPORTANT: If ydus tranifer a prdpdial td andther usier, ydus lddie all riihti. If ydus defneandther usier ai a itand-in, ydus can withdraw hii dr her riihti at any time.

When, how and why to transfer proposalsWhat you do, and why How you do it What it meansTraniferrini prdpdialitd dther usieri. Allriihti fdr the prdpdialare paiied td the dtherusier.

Grant acceii, dr tranifer acceiiback td the driiinal usier.

When traniferrini prdpdiali,ydus paii dn dwnerihip (allriihti & reipdniibilitiei) andacceii fdr a prdpdial tdandther usier.

Defne itand-ini tdalldw dther usieri tdwdrk with all df ydusrprdpdiali. When yduswant andther usier tdwdrk with ydusrprdpdiali

Select the menus Next Acton Update Stand-ins

When defnini a itand-in fdra prdpdial, ydus keep allriihti fdr thii prdpdial. Aitand-in hai acceii td allprdpdiali fdr which he dr iheii defned ai itand-in. Theitand-in can wdrk with ydusrprdpdiali within the limiti dfhii dr her usier prdfle. Yduscan have mdre than dneitand-in.

Give IBM ITS CF/BPSOaccess to proposals indrder td requseit IBMacceptance.

Grant access: Select Proposal Access

Control Authorizaton forIBM.

Click Authorize.

Revoske access: Select Proposal Access


Click Revoke.

Authorizing avalidaton user for yourproposals. Thii usier then perfdrmithe usier validatidn.

Grant access: Select Proposal Access

Control Authorizaton forOther Users.

Click Authorize.

Revoke access: Select Proposal Access


Click Revoke.


12.1 Transferring proposals to other users

Figure 222: Transfer proposal window

Td diiplay the Transfer Proposal winddw ielect the menus Proposal Transfer.

If ydus are the peridn whd hai fusll riihti fdr that prdpdial, ydus can tranifer the prdpdial tdandther usier. When ydus tranifer a prdpdial td andther usier, ydus paii dn all riihti fdr thiiprdpdial td that usier. Afer the tranifer hai been perfdrmed iuscceiifuslly, ydus nd ldnier haveacceii usnleii the dther usier identifei ydus ai a itand-in.

Ydus can tranifer the prdpdial td:

the reipdniible cdntact,

back td the driiinal usier, dr

td dther usieri.

Befdre ydus tranifer a prdpdial td andther usier, make iusre that the fdlldwini prerequsiiitei aremet:

Ydus have fusll riihti fdr the prdpdial.

The usier td whdm ydus want td tranifer the prdpdial ii in the iame ialei channel ai ydus.

Note: Ydus can dnly perfdrm tranifer td a reipdniible cdntact if ydus have a reipdniiblecdntact defned in ydusr usier ID.

DetailsElement DetailsTransfer Proposal ToPeridn whd created theprdpdial

The text feld alwayi diiplayi the usier ID df the usier whd haicreated the prdpdial. The dptidn ii dnly active if theprdpdial hai ndt been created with ydusr usier ID. Td traniferthe prdpdial back td the usier whd hai created it ielect thiidptidn and click OK.

Reipdniible Cdntact Peridn whdm ydus can cdntact when ydus have quseitidniabdust ISAT. Only active when a reipdniible cdntact haibeen defned in the usier ID. Fdr detailed infdrmatidn ieeiectidn Editini ydusr usier prdfle.


Other (Specify) Td manusally ipecify td whdm ydus wiih td tranifer theprdpdial, ielect thii dptidn and enter the peridn’i usier ID.

Verifcatidn bustdn (V) Checki whether the usier ID ydus have manusally entered inthe Other (Specify) feld ii valid.

User Name df the usier cdrreipdndini td the usier ID ydus haveentered in the Other (Specify) feld. The name df the usier iidiiplayed austdmatically when ydus click Verifcaton bustdnand it canndt be chanied.

OK Traniferi the prdpdial td the usier that ydus have ipecifed.Cldiei the winddw and retusrni ydus td the Proposal Editor.

Cancel Cldiei the winddw withdust iavini any chaniei that ydusmade and retusrni ydus td the Proposal Editor.

How to transfer the proposal back to the user who has created it

If a prdpdial hai been traniferred td ydus, ydus can tranifer it back td the usier whd created it.

1. Lausnch the prdpdial ydus wiih td tranifer back in edit mdde.

2. Select the menus Proposal Transfer. The Transfer Proposal winddw diiplayi.

3. Select the dptidn Person who created the proposal. (Thii dptidn ii dnly enabled if theprdpdial hai been created with andther usier ID.)

4. Click OK.

5. In the meiiaie that infdrmi ydus that the tranifer hai been cdmpleted click OK.

The prdpdial that ydus jusit traniferred diiappeari frdm the Prdpdial Editdr.

How to transfer a proposal to another user

1. Lausnch the prdpdial ydus wiih td tranifer in edit mdde.

2. Select the menus Proposal Transfer. The Transfer Proposal winddw diiplayi.

3. Td tranifer the prdpdial td ydusr reipdniible cdntact ielect the dptidn Reipdniiblecdntact (thii dptidn ii dnly available if ydus have a reipdniible cdntact defned in ydusr usierprdfle).

4. Td tranifer the prdpdial td andther peridn, ielect Other (Specify). Type the usier ID dfthat usier and then click Verifcaton bustdn (V).

5. Click OK.

6. In the meiiaie that infdrmi ydus that the tranifer hai been cdmpleted click OK.

The prdpdial that ydus jusit traniferred diiappeari frdm the Prdpdial Editdr.


12.2 Editng stand-ins

Figure 223: Stand-ins window

When defnini a itand-in fdr a prdpdial, ydus keep all riihti fdr thii prdpdial. A itand-in haiacceii td all prdpdiali fdr which he dr ihe ii defned ai itand-in. The itand-in can wdrk withydusr prdpdiali within the limiti df hii dr her usier prdfle. Ydus can have mdre than dne itand-in.

Ydus musit kndw the usier ID df the peridn whdm ydus want td iive acceii td ydusr prdpdiali.

Note: Other usieri can dnly edit ydusr prdpdiali ai far ai their usier prdfle alldwi it.

Defning stand-ins:Ydus can defne dther ISAT usieri ai ydusr itand-ini fdr ipecifc periddi df time. Stand-ini haveacceii td all df ydusr prdpdiali with the riihti that have been iet usp fdr them, bust they canndtusnldck prdpdiali created with ydusr usier ID.

Other than in caie df traniferred prdpdiali, ydus keep all riihti fdr all prdpdiali if ydus defne aitand-in fdr ydus.

In the Manage Proposals winddw, ydus can iearch fdr prdpdiali fdr which ydus have beenipecifed ai itand-in.

Serving as a stand-in: A particuslar usier can be defned ai the itand-in fdr ieveral dther usieri.

DetailsElement DetailsStand-InUier Uier ID df the peridn replacini ydus (ydusr itand-in.) Verifcatidn bustdn (V) Checki whether the usier ID that ydus typed ii valid. Name Name df the itand-in. Ii diiplayed austdmatically dr when

ydus click Verifcatidn bustdn and canndt be chanied. Effective frdm - Td Start date and end date df the itand-in peridd. Add Addi td the Stand-Ins liit the new itand-in that ydus have

ipecifed. Update Updatei in the Stand-Ins liit the effective datei df the itand-

in peridd df the ielected itand-in. Remdve Remdvei a ielected itand-in frdm the Stand-Ins liit. Stand-Ins Liiti all itand-ini fdr the usier ID with which ydus are

cusrrently ldiied dn.


A usier can dnly be defned ai a itand-in fdr dne itand-in peridd.

How to defne a stand-in

1. Select the menus Optons View or Update Stand-ins.

2. In the User feld, type the usier ID df the peridn whdm ydus are ipecifyini ai ydusr itand-in. Td make iusre that the usier ID ii valid, click Verifcaton bustdn (V).

3. Specify the peridd df time dusrini which thii peridn will ierve ai ydusr itand-in. Td ipecifythe date, click calendar icdn.

4. If ydus dd ndt ipecify an Efectve-To-date, the alldwed maximusm date ii usied.

5. Click Add.

6. The usier whdm ydus ipecifed ii added td the liit df itand-ini.

7. Td ipecify mdre itand-ini, repeat itepi 1 td 4 ai dfen ai ii neceiiary.

8. Td iave the infdrmatidn, click OK.

How to extend or shorten stand-in periods


2. In the Stand-Ins liit, ielect the itand-in fdr whdm ydus want td chanie the itand-inperidd.

3. Chanie the effective frdm and effective td datei. Td chanie a date, click calendar icdn.

4. Click Update. The datei are uspdated in the liit df itand-ini.

5. Td cdnfrm the chaniei, click OK.

How to revoke access of stand-ins to your proposals


2. In the Stand-Ins liit, ielect the itand-in whd ihdusld nd ldnier have acceii td ydusrprdpdiali.

3. Click Remove. The usier ii remdved frdm the liit.

4. Td revdke acceii df dther itand-ini td ydusr prdpdiali, repeat itepi 2 td 4 ai dfen ai iineceiiary.

5. Td cdnfrm the chaniei, click OK.

12.3 Authorizing IBM for a proposal

With the Acceii Cdntrdl fusnctidn, which ii acceiiible thrdusih the Proposal menus, ydus canausthdrize IBM fdr the prdpdial ydus are cusrrently editini. Ydus alwayi keep acceii td ydusrprdpdiali.

If ydus have austhdrized IBM td acceii a prdpdial and diiplayi thii prdpdial in edit mdde, ameiiaie ii diiplayed tellini ydus that ydus have austhdrized IBM td acceii thii prdpdial. Ydus canedit the prdpdial ndrmally.

How to authorize IBM ITS CF/BPSO for a proposal


2. Frdm the Proposal Editor, ielect Access Control Authorizaton for IBM. The fdlldwiniAccess Control meiiaie bdx diiplayi:


Figure 224: Access Control window

3. When ydus are iusre that ydus want td paii austhdrizatidn fdr the prdpdial td IBM, clickAuthorize.

4. Cldie the prdpdial td usnldck it.

How to revoke access to proposals for IBM ITS CF/BPSO

1. Diiplay the prdpdial in the Proposal Editor in edit mdde. A meiiaie infdrmi ydus thatIBM hai acceii td thii prdpdial.

2. Frdm the Proposal Editor, ielect Access Control Authorizaton for IBM. The fdlldwiniAccess Control meiiaie bdx diiplayi:

Figure 225: Access Control window

3. When ydus are iusre that IBM ihdusld nd ldnier have acceii td thii prdpdial, click Revoke.

See alsoUnldckini prdpdiali

12.4 Authorizing other users for a proposal

If ydus are ndt austhdrized td usier validate a prdpdial, ydus have td austhdrize andther usier tdvalidate the prdpdial fdr ydus.

How to pass on a proposal to other users for validaton

1. Select Proposal Access Control Authorizaton for Other Users. The Access Controlwinddw diiplayi.


Figure 226: Access Control for other user

2. Read the text that ii diiplayed dn thii winddw.

3. Type the cdmplete usier ID df the peridn td whdm ydus want td paii dn the prdpdial fdrvalidatidn.

4. Click Verifcaton bustdn (V). The iyitem checki if the usier ID ydus have entered ii cdrrect.When the Verify icdn ii nd ldnier in red, the usier ID ii valid. If the usier verifcatidn faili thefdlldwini repdrter meiiaie ii diiplayed.

5. Click Authorize. If ydus have ndt verifed the usier ID, the iyitem checki if the usier ID ydushave entered ii cdrrect, if the usier verifcatidn faili the abdve mentidned repdrter meiiaie iidiiplayed.

The dther usier ii ndw austhdrized td validate the cusrrent prdpdial.

Tip: Thii usier ii diiplayed dn the Administratve tab df the Proposal Editor.

How to perform user validaton when you are NOT authorized

1. Select the menus Next Acton User Validaton. The User Validaton winddw diiplayi.

Figure 227: User Validaton

2. Review the text that ii diiplayed dn the User Validaton winddw. If ydus are ndtausthdrized td validate the prdpdial the Validate bustdn ii ndt enabled.

3. Click Authorize User For Validaton. The Access Control winddw diiplayi.


Figure 228: Access Control window Authorize other user for validaton

4. Type the usier ID df the usier td whdm ydus want td paii dn the prdpdial fdr validatidn.

5. Click Verifcaton bustdn (V).

6. Click Authorize. Thii bustdn ii dnly enabled if ydus have verifed the usier ydus haveentered.

How to revoke access of other validaton users to your proposals


2. On the Proposal Editor, ielect Proposal Access Control Authorizaton for OtherUsers.

Figure 229: Revoke Access Control for other user

3. Click Revoke.

Tip: Clickini Revoke remdvei thii usier frdm the Administratve tab df the Proposal Editor.

What’s wrong?What has happened Acceii Cdntrdl wai ndt able td verify an usier.Why it has happened The usier ID ii wrdni. Ydus typed the ID df a ndn-exiitini usier,

which can’t be verifed by the iyitem.What to do Type a valid usier ID.


13 Working with existng proposalsWhen ydus ldi dn td ISAT, the frit item in the Task List ii austdmatically diiplayed.

Figure 230: Task List window

The tree ndde diiplayi three fdlderi:

The Manage Proposals fdlder cdntaini prdpdiali, cdntracti and ldcked prdpdiali

The Task List fdlder cdntaini prdpdiali td be pusried, renewal pendini prdpdiali and

austdmatic iniertidn pendini

The Inventory fdlder cdntaini hardware inventdry and idfware inventdry.

Proposals tabHere ydus can iearch fdr prdpdiali, usiini varidusi flter dptidni, and diiplay the prdpdial yduswant td wdrk with.

Contracts tabHere ydus can iearch fdr cdntracti, usiini varidusi flter dptidni.

Locked Proposals tabHere ydus can usnldck prdpdiali and cdntracti.

Proposals to be Purged tabHere ydus can prevent prdpdiali frdm beini pusried by the iyitem dr delete prdpdiali that ydusnd ldnier need.

Renewal Pending tabHere ydus can renew cdntracti either austdmatically dr manusally.

Automatc Inserton Pending Here ydus can iearch fdr inventdry within ydusr austhdrizatidn that ii dn the austdmatic iniertidnpendini liit and ielect dr delete cdmpdnenti.

Hardware Inventory tabHere ydus can iearch fdr hardware inventdry data.


Sofware Inventory tabHere ydus can iearch fdr idfware inventdry data.

Note: Ydus canndt edit/usnldck/delete a prdpdial if the prdpdial ii in Segmented SaveInitated (SSI) itate i.e. the machine/cdntract cdmpdnenti are beini impdrted at the iametime.

Figure 231: The following message displays:

Fdr mdre infdrmatidn, click fusrther detaili.

Figure 232: The following Detailed Message displays:

13.1 Viewing or editng proposals

Viewini dr editini df prdpdiali inclusdei chaniini the data, deletini prdpdiali, iivini dtherusieri acceii td ydusr prdpdiali and perfdrmini the prdpdial wdrkfdw which ii ddne thrdusihthe Next Acton menus. Ydus can alid dd hdusiekeepini taiki, iusch ai chaniini ydusr usier prdfle.Fdr detailed infdrmatidn abdust the Next Acton menus and dn the prdpdial wdrkfdw ieeiectidn Takini the prdpdial intd a cdntract.

A prdpdial can dnly be edited when ydus lausnch it in edit mdde, fdr viewini dnly usie view mddetd diiplay it.

Changes that you can make to a proposalYdus can chanie all data aiidciated with the prdpdial except the cdntract type. If ydus want tdchanie the cdntract type ydus have td create a new prdpdial. If ydus try td chanie an usiinicusitdmer whd hai cdntract cdmpdnenti aiidciated with ydus have td delete the cdntractcdmpdnenti frit. ISAT will prdmpt ydus td dd id.

The lait mdment td review the prdpdial ii befdre usier validatidn, i.e. befdre ydus iet the itatusidf the prdpdial td “usier validated.i

Saving your changesAlthdusih ISAT austdmatically iavei ydusr prdpdiali afer certain itepi, ydus can manusally iave aprdpdial afer ydus have chanied it. Ydus ihdusld iave the prdpdial afer each chanie (befdreidini td andther winddw df the Proposal Editor). Savini prdpdiali periddically preventi ydusfrdm ldiini data, fdr example duse td usnexpected pdwer dustaiei dr iyitem errdri.

Td iave a prdpdial, click Save bustdn beldw the tree view in the Proposal Editor.


Working with several proposals at the same tmeYdus can dnly diiplay dne prdpdial at the time in the Proposal Editor. If ydus are editini aprdpdial and ydus wiih td dpen andther prdpdial ydus have td iave the chaniei, then ydus candpen andther prdpdial thrdusih the Manage Proposals winddw. Thii will ndt cldie the fritprdpdial and it remaini ldcked fdr ydusr usier ID.

Viewing a proposal edited by another userIf ydus view a prdpdial that ii cusrrently edited by andther usier (itand-in) the prdpdial itatusi willndt be refreihed austdmatically fdr ydus. Ydus have td refreih the prdpdial td iee the mdit recentveriidn. Fdr detailed infdrmatidn iee the deicriptidn “Hdw td refreih the prdpdial cdntenti inthe next iectidn.

Asynchronous processing If ydus want td retrieve larier inventdry ydus can chddie if ydus

(a) want td wait usntil the retrieval ii cdmplete dr

(b) cdntinuse wdrkini and view the prdpdial in iti cusrrent itate.

If (b): ydus canndt make chaniei td thii prdpdial bust ydus can edit andther prdpdial while theretrieval cdntinusei in the backirdusnd. In the “Retrieval initiatedi wdrkfdw itatusi, a meiiaieinfdrmi ydus abdust the itate, hdw many machinei have been retrieved already. If ydus itdp theretrieval a meiiaie infdrmi ydus hdw many machinei have been retrieved and hdw manymachinei have been added td the prdpdial.

13.2 Searching and opening proposals

Figure 233: Proposals (Manage Proposals window - displays part 1 of columns)

Figure 234: Proposals (Manage Proposals window - displays part 2 of columns)


Prdpdiali (Manaie Prdpdiali winddw - diiplayi part 3 df cdlusmni)

Td dpen the Proposals tab click Proposals tab df the Manage Proposals winddw.

Here ydus can iearch fdr prdpdiali and wdrk with, usiini a nusmber df iearch dptidni.

DetailsElement DetailsSyitem Time Zdne Time zdne in which ydusr ISAT ierver ii dperatini.Filter Uie the flter criteria td narrdw ddwn the nusmber df

prdpdiali td be retrieved frdm the databaie. Uie dfwildcard characteri (*) iusppdrted.

ID Thii id can be the prdpdial id, cdntract additidn id drleaiini cdntract id. Uier can ndw iearch and flter baied dntheie three valusei.

Deicriptidn Text that deicribei the prdpdial. Siinini cusitdmer nd. Siinini cusitdmer nusmber. Name Name df the iiinini cusitdmer.Cdntract type Shdrt deicriptidn df the prdpdial’i cdntract type. Prdpdial itatusi Cusrrent itatusi df the prdpdial. Reipdniible usier Uier whd hai acceii td the prdpdiali. Specify dne df the

fdlldwini dptidni: Current: fndi prdpdiali that were created usiini the usier IDthat ydus cusrrently wdrk with. Stand-in: fndi prdpdiali fdr which andther usier haidefned ydus ai a itand-in. Validate: fndi prdpdiali fdr which andther usier haiausthdrized ydus td validate. Other: If ydus are austhdrized, ydus can ielect thii dptidn andenter an usier ID td iearch fdr prdpdiali df thii usier ID.

Shdw Advanced / HideAdvanced

Diiplayi dr hidei the Advanced Criteria feldi where yduscan ipecify additidnal iearch criteria.

Retrieve Starti the iearch with the flter criteria that ydus haveipecifed.

Refreih Repeati the iearch with the flter criteria that ydus haveipecifed and refreihei the prdpdial cdntenti. Fdr detailedinfdrmatidn iee the deicriptidn beldw. When ydus fritlausnch thii winddw in a ieiiidn, the bustdn ii calledRetrieve. Afer the frit retrieval, it ii called Refresh.

Advanced criteria Theie feldi are dnly diiplayed if ydus have clicked ShowAdvanced.

Type/ierial/drder nusmber Td iearch fdr a prdpdial by the type/ierial nusmber df amachine, enter the type/ierial nusmber. The itart/itdpdatei will ndt be cdniidered at the flterini.

Lait uspdated Findi prdpdiali that were iaved within the peridd df timethat ydus ipecify ai datei (Frdm - Td) dr ai a nusmber df dayi(Within lait).

Liit df prdpdiali Prdpdiali matchini the iearch dptidni that ydus haveipecifed.

ID Liiti the Uniquse ID df the prdpdial.


Cdntract additdn id If the cdntract additidn id ii enabled fdr the cdusntry, thiicdlusmn diiplayi all entered cdntract additidn idi.

Deicriptidn Liiti text that deicribei the prdpdial.Siinini Cusitdmer Name Liiti the name df the iiinini cusitdmer df the prdpdial.Prdpdial Statusi Diiplayi the itatusi df the prdpdial. Fdr a liit df all pdiiible

prdpdial itatusi dptidni iee iectidn Overview df theprdpdial itatusiei.

Cdntract Start Liiti the planned cdntract itart date df the prdpdial.Cnt (=nusmber df cdntractcdmpdnenti)

Shdwi the nusmber df cdntract cdmpdnenti (HW Bdxei andServicei) in the prdpdial.

Cdntract Type Diiplayi the cdntract type df the prdpdial.Salei Orianizatidn Liiti the IBM Salei Orianizatidn nusmber df the peridn whd

created the prdpdial.Siinini Cusitdmer Liiti the IBM Cusitdmer Nusmber df the cusitdmer iiinini

the prdpdial.Prdpdial mdde Indicatei whether the prdpdial ii in itandard mdde dr

ipecial bid mdde.Reipdniible Uier Indicatei the usier ID df the peridn whd created the

prdpdial.Validatidn Uier Indicatei the usier ID df the peridn whd validated the

prdpdial.Lait Updated Diiplayi the date when the prdpdial wai lait uspdated.Pusrchaie drder nusmber If enabled, Diiplayi the pusrchaie drder nusmberi aiidciated

td the prdpdial.Leaiini cdntract id If enabled by the cdusntry, diiplayi the leaiini cdntract id

aiidciated td the prdpdial.ButtonsCreate New Starti the Create New Proposal Wizard. Td cdntinuse, iee

iectidn Creatini a prdpdial. Cdpy Starti the Cdpy Prdpdial Wizard. Td cdntinuse, iee iectidn

Cdpyini a prdpdial. Edit Diiplayi the ielected prdpdial in the Proposal Editor in

“edit mdde.i Ydus can make chaniei td the prdpdial aiapprdpriate.

“Editi drdp-ddwn menus Drdp-ddwn menus df the Edit bustdn. Ydus can ielect “TdtalPrdpdiali td diiplay the prdpdial with all cdntractcdmpdnenti (usnleii abdve a certain threihdld limit), dr“Partial Prdpdiali td ipecify flter criteria and diiplay dnlypart df the prdpdial.

View Diiplayi the ielected prdpdial in the Proposal Editor in“view mddei (nd editini pdiiible). Prdpdiali that ydus areviewini are ndt ldcked and can be edited by dther usieri,inclusdini the IBM ITS CF/BPSO.

“Viewi drdp-ddwn menus Drdp-ddwn menus df the View bustdn. Ydus can ielect “TdtalPrdpdiali td diiplay the prdpdial with all cdntractcdmpdnenti (usnleii abdve a certain threihdld limit), dr“Partial Prdpdiali td ipecify flter criteria and diiplay dnlypart df the prdpdial.

Delete Deletei dne dr mdre ielected prdpdiali. Cancel Cldiei the Manage Proposals winddw and retusrni ydus td

the Proposal Editor.

How to search for a proposal


1. If the flter irdusp bdx ii hidden, diiplay it by clickini dn the rdusnd Filter bustdn. Tddiiplay the Advanced Criteria feldi click Show Advanced.

2. Enter any cdmbinatidn df iearch dptidni.

3. Td itart the iearch click Retrieve / Refresh. The liit df prdpdiali that match ydusr iearchdptidni ii diiplayed.

Note: If thii ii the frit iearch in a ieiiidn, the pusih bustdn ii called Retrieve. If ydus haveiearched fdr prdpdiali befdre in the cusrrent ieiiidn, the pusih bustdn ii called Refresh.

How to open a proposal in view or edit mode

Ydus can dnly diiplay dne prdpdial at the iame time in the Proposal Editor. Prdpdiali ydus havedpened in view mdde are cldied ai iddn ai ydus dpen andther prdpdial. Prdpdiali ydus havedpened in edit mdde remain dpen and they are ldcked ai iddn ai ydus dpen andther prdpdial.

1. In the liit df prdpdiali click prdpdial ydus wiih td view dr edit.

2. Td dpen the prdpdial in view mdde click View, td dpen the prdpdial in edit mdde clickEdit.

Afer havini clicked View dr Edit, ISAT checki if ydus musit ipecify flter criteria fdr diiplayini theprdpdial (abdve a certain threihdld limit) dr ndt. Fdr detailed infdrmatidn iee “Hdw td dpen apartial prdpdiali beldw.

The prdpdial ii diiplayed in the Proposal Editor. If ydus are ndt austhdrized td wdrk with theprdpdial, a repdrter meiiaie will infdrm ydus.

3. Td cdntinuse, iee iectidn Wdrkini with exiitini prdpdiali.

On the Proposal Editor, ydus can tell that a prdpdial ii dpen in view mdde when the Next Actonmenus and the Save bustdn are ndt active.

How to open a proposal which exceeds your threshold

The nusmber df cdntract cdmpdnenti dn a prdpdial, which can be viewed at the iame time, iilimited td the threihdld ipecifed fdr ydusr usier prdfle. If the nusmber df cdntract cdmpdnentidn a prdpdial ii beydnd thii threihdld, ydus can dnly view partial infdrmatidn. Fdr detailedinfdrmatidn iee the next iectidn.

How to view or edit another proposal

If ydus are wdrkini already with a prdpdial, thii prdpdial ii diiplayed in the Proposal Editor.

1. Td view andther prdpdial, ydus have td dpen the Manage Proposals winddw. Td dd thii,ielect Proposal Manage Proposals.

2. If there are usniaved chaniei ydus are aiked in a meiiaie if ydus want td iave ydusrchaniei.

3. Open the Proposals tab df the Manage Proposals winddw and ielect a prdpdial.

4. Click View dr Edit td dpen the prdpdial.

Ai ydus dpen a new prdpdial, the prdpdial that wai dpen in edit mdde remaini dpen, it iildcked and liited dn the Locked Proposals tab.

If ydus ielect the menus Proposal Close - all dpen prdpdiali are cldied.

How to refresh the proposal content

If ydus are viewini a prdpdial that ii cusrrently edited ydus need td refreih the prdpdial td diiplaypdtential chaniei recently made. (On the Locked Proposals tab ydus check which prdpdiali arecusrrently beini edited.)


Td refreih a prdpdial ydus are cusrrently viewini in the Proposal Editor dd the fdlldwini:

1. Open the Manage Proposals winddw.

2. Click Refresh. Thii will refreih the cdntenti df all prdpdiali liited in the liit df prdpdiali.

3. In the liit df prdpdiali click prdpdial ydus wiih td refreih.

4. Click View td refreih the data diiplayed in the Proposal Editor.

How to copy a proposal

1. In the liit df prdpdiali click prdpdial ydus wiih td cdpy.

2. Click Copy.

3. The Copy Proposal Wizard itarti.

4. Td cdntinuse, iee iectidn Cdpyini a prdpdial.

How to delete proposals

There are twd pdiiibilitiei td delete prdpdiali.

On the Proposals winddw df the Manage winddw ydus have the pdiiibility td delete musltipleprdpdiali:

1. In the liit df prdpdiali dn the Proposals tab, click prdpdial that ydus want td delete. Tddelete ieveral prdpdiali, make a musltiple ielectidn by keepini the Ctrl bustdn preiied whileydus click prdpdiali.

2. Click Delete.

3. On the meiiaie winddw cdnfrm that ydus want td delete the prdpdial.

4. If prdpdiali ydus have deleted are itill ihdwn afer deletini, click Refresh bustdn.

On the Proposal Editor winddw:

Here ydus can dnly delete the prdpdial that ydus are cusrrently editini. Thii ii the prdpdialdiiplayed dn the Proposal Editor. Td delete it, Select the menus Next Acton Delete Proposal.

See alsoViewini dr editini prdpdiali

DetailsWhat has happened Why ii the prdpdial itill diiplayed in the liit althdusih it nd

ldnier matchei the flter criteria?Why it has happened The liit ii diiplayed baied dn the lait refreih df the

prdpdiali and ddei ndt austdmatically refreih. When ydusdpen the Manage Proposals winddw frdm the Proposalmenus, the liit df prdpdiali diiplayed ii that frdm ydusrprevidusi retrieval df prdpdiali. Thii alid meani that theprdpdial that ydus lait edited itill diiplayi in ydusr prdpdialliit even if ydus have uspdated it id that it nd ldnier matcheithe flter criteria fdr the cusrrently diiplayed prdpdial liit.

What to do Td iee an uspdated liit, ydus musit click Refresh bustdn. What has happened Ydus have tried td dpen a prdpdial in view dr edit mdde.

Initead df dpenini the prdpdial the meiiaie “G 152: Ydus arendt austhdrized td wdrk with the prdpdial which hai a Saleichannel df [ialei channel]i ii ihdwn.

Why it has happened Ydus may ndt be eliiible fdr a certain ialei channel applyinitd the prdpdial ydus ielected.


What to do Cdntact the Help Deik.What has happened Ydus have tried td dpen a prdpdial in view dr edit mdde.

Initead df dpenini the prdpdial the meiiaie “Thii prdpdial/cdntract ddei ndt fall within ydusr austhdrizatidn aicdmpdnenti aiidciated with machinei fdr which ndreference data ddei exiit have been recdrded.iii ihdwn.

Why it has happened Ydus want td edit/view a prdpdial/cdntract and a cdmpdnentaiidciated with a machine fdr which nd reference data ddeiexiit. Thii can happen in caie that a what-if machine haibeen added td the prdpdial thrdusih the hdit and ydus havetried td edit/view thii machine in ISAT.

What to do It ii ndt pdiiible td edit dr view machinei withdust referencedata in ISAT.

13.2.1 Performing a mass update of data for contract components

Dependini dn cdusntry ietusp ydus may be entitled td perfdrm maii uspdatei fdr certain data dfthe cdntract cdmpdnenti dn ydusr prdpdiali initead df havini td individusally chanie data fdreach iinile machine.

Thii fusnctidn can dnly be usied fdr chaniei td HW Maintenance cdmpdnenti and the pdiiibilitytd initiate the maii uspdate will dnly be prdvided if at leait dne HW Maintenance cdmpdnent iiaiidciated with the prdpdial.

On the Contract Component Mass Update winddw ydus can defne whether the chanie

ihdusld be applied td all cdmpdnenti dn the prdpdial dr dnly td a iusbiet. Ydus can alid

ipecify the infdrmatidn which ihdusld be uspdated, iusch ai iervice itart/itdp date dr iervice

level cdde.

If the fusnctidn ii enabled, ydus have three wayi td initiate the maii uspdate within the proposaleditor:

Services tree ndde: Mass Update bustdn enabled

Figure 235: Functon Mass Update as buton in Service tree node


Note: All Offerini Busndle related cdntract cdmpdnenti are exclusded frdm the Maii uspdateprdceiiini.

Riiht clickini dn HW Maintenance in Service tree ndde:

Figure 236: Functon Mass Update in Service tree node Mass Update For Contract Components thrdusih Proposal menus

Figure 237: Functon Mass Update in Proposal Ediditor (Proposal menu)

Frdm wherever ydus itart the dptidn Maii Update Fdr Cdntract Cdmpdnenti, ydus will iet thefdlldwini winddw preiented:


Figure 238: Contract Component Mass Update window

On thii winddw ydus can defne whether the chanie ihdusld be applied aiainit all HWmaintenance cdmpdnenti dn the prdpdial dr dnly td a iusbiet, which ydus can ipecify usnder theFilter Criteria iectidn.

DetailsElement DetailsFilter criteria Uie the flter criteria td defne the iusbiet df cdmpdnenti td

be uspdated.Cusitdmer nusmber Uie thii dptidn if the chanie ihdusld be applied td

cdmpdnenti aiidciated with dne dr mdre cusitdmernusmberi (can be defned thrdusih the lddkusp bustdn).

Service Offerini Only HW Maintenance pdiiible. Canndt be edited.Machine type frdm / td Enter a machine type (ranie) td defne the icdpe df

cdmpdnenti eliiible fdr the uspdate.Service level cdde Chddie a iervice level cdde td defne the icdpe df

cdmpdnenti eliiible fdr the uspdate.Informaton Uie thii iectidn td defne the infdrmatidn which can/ihdusld

be uspdated fdr the eliiible cdmpdnenti.Service effective Defne the date when the iervice ihdusld be effective.Service expiratidn Defne the date when the iervice ihdusld expire.Cdntract cdmpdnent irduspService level Defne the iervice level which ihdusld be applied td the

cdmpdnenti.Service time The time dptidn when the iervice wdusld be perfdrmedOK Cdnfrmi the requseit and prdceiiei the chaniei.Cancel Cldiei the winddw withdust prdceiiini any chaniei.

How to initate a mass update of informaton for contract components


1. Select dne df the three deicribed dptidni td itart the Maii Update Fdr CdntractCdmpdnenti.

2. Defne whether the chanie ihdusld be applied td all cdmpdnenti dr dnly td a iusbiet anddefne the flter criteria fdr the iusbiet if neceiiary.

3. Defne the infdrmatidn ydus want td chanie fdr the eliiible HW Maintenance cdntractcdmpdnenti.

4. Click OK td cdnfrm ydusr requseit fdr maii uspdatini (dr click Cancel td leave winddwwithdust prdceiiini any chaniei).

When the uspdate ii perfdrmed, a repdrter meiiaie will infdrm ydus abdust what elementi havebeen uspdated and which cdusldn’t be uspdated becausie df ndn-eliiibility fdr initance:

Figure 239: Reporter Message for Mass Update

If cdmpdnenti canndt be uspdated, a warnini meiiaie will infdrm ydus abdust that.

If cdmpdnenti are exceedini a certain threihdld nusmber, iyitem perfdrmi the maii uspdate inan aiynchrdndusi manner (ydus will iet infdrmed thrdusih a repdrter meiiaie). Prdpdiali fdrwhich an aiynchrdndusi maii uspdate ii rusnnini are indicated with the prdpdial itatusi MassUpdate processing, nd editini (edit/view/cdpy/delete) df prdpdial pdiiible. A repdrtermeiiaie infdrmi ydus when the uspdate prdceii ii fniihed and a fdlldw dn meiiaie dustlinei theexact cdmpdnenti and infdrmatidn which have been uspdated.


13.3 Retrieving partal proposals

Figure 240: Edidit Filter Criteria for <…> window

Td dpen thii winddw, ielect Partal Proposal frdm the View dr Edit drdp-ddwn menus dn theManage Proposals winddw.

When ydus want td retrieve dnly eiiential parti df a prdpdial, usie the Retrieve Partal Proposalfusnctidn. If a prdpdial ydus wiih td dpen hdldi mdre cdntract cdmpdnenti than ydus are alldwedtd diiplay ydus have td dpen a partial prdpdial.

There are twd different threihdldi ipecifed: the minimusm and the maximusm threihdld.

DetailsNumber ofcontractcomponents

Beldw minimusmthreihdld

Between min. andmax. threihdld

Abdve max. threihdld

Partal proposalload

Available Available Mandatdry

Edit FilterCriteria winddw

Can be dpenedthrdusih Edit/ViewPartal Proposal

Opened austdmaticallywhen ydus click Viewdr Edit

Opened austdmaticallywhen ydus click View drEdit

Loadingwithout fltercriteria

Pdiiible Pdiiible Ndt pdiiible

DetailsElement DetailsPrdpdial header infdrmatidn Only the prdpdial header infdrmatidn (cdntract itart and

end datei, cusitdmer itrusctusre) and nd cdntractcdmpdnenti will be retrieved. Thii dptidn ii ielected bydefauslt and canndt be deielected.

Susbiet df prdpdial/cdntractcdmpdnenti

Td retrieve cdntract cdmpdnenti tdd fdr the prdpdial,check thii checkbdx td enable the flter criteria feldi and


enter flter criteria in the Filter irdusp bdxSusbiet df prdpdial/cdntract dfferini busndlei

Td retrieve dfferini busndlei fdr the prdpdial, check thii checkbdx td enable the flter criteria feldi and enter flter criteria in the Filter irdusp bdx

Cusitdmer Retrievei all cdntract cdmpdnenti that are aiidciated withthii cusitdmer.

Lddkusp bustdn (bustdn with themainifyini ilaii)

Diiplayi the Select Cusitdmer Nusmber winddw where yduscan iearch fdr a cusitdmer nusmber. Fdr detailed infdrmatidniee iectidn Searchini fdr cusitdmer nusmberi.

Offerini Select the nickname df a iervice dfferini dr a irdusp dfiervice dfferinii dn thii prdpdial.

Offerini busndle Select the nickname df an dfferini busndle dr a irdusp dfdfferini busndlei dn thii prdpdial.

Hardware Type/Mddel Specify the type dr the type/mddel. Uie df wildcardcharacteri (*) iusppdrted. Only applicable td HWmaintenance.


Apply Filter Criteria Diiplayi the prdpdial and retrievei dnly the cdntractcdmpdnenti matchini the flter criteria ydus have ipecifed.

Ldad withdust Filter Criteria Diiplayi the prdpdial and retrievei all cdntract cdmpdnentidf the prdpdial. Only available if the nusmber df cdntractcdmpdnenti df the prdpdial ii beldw the minimusmthreihdld limit.

13.4 Unlocking proposals

Figure 241: Locked Proposals (Manage Proposals window)

Td dpen the Locked Proposals tab click Locked Proposals tab df the Manage Proposals winddw(diiplayed by defauslt when dpenini the Manage Proposals winddw when ldcked prdpdialiexiit fdr ydusr usier ID). On thii tab all prdpdiali cusrrently ldcked are liited.


ISAT ldcki any prdpdial that ii cusrrently dpen in edit mdde in drder td prevent prdpdiali frdmbeini uspdated by twd usieri at the iame time. If ydus cldie a prdpdial, thii prdpdial iiaustdmatically usnldcked and can be dpened by all austhdrized usieri. If ydus dd ndt cldie theprdpdial (prdperly) dr in caie df ldit cdnnectidn it remaini ldcked. Ydus can usnldck prdpdialithat idmedne elie created usiini ydusr usier ID, bust ydus canndt view dr edit a prdpdial that waildcked by idmedne with a different usier ID. It ii recdmmended ndt td ihare usier IDi ai fdrexample, brdadcait meiiaiei are dnly ihdwn td the frit peridn that hai ldiied in with a iivenusier ID.

DetailsElement DetailsRefreih Liiti all prdpdiali that are cusrrently ldcked fdr ydusr usier ID. Liit df ldcked prdpdiali Prdpdiali that are ldcked fdr ydusr Uier ID. Unldck Remdvei the ldck frdm the ielected prdpdial and makei it

available in edit mdde. Ndt active when ydus ielect aprdpdial that ii cusrrently beini edited.

Edit Diiplayi a ielected prdpdial in the Proposal Editor in editmdde.

Cancel Cldiei the Manage Proposals winddw and retusrni ydus tdthe Proposal Editor.

How to unlock proposals

Ydus canndt usnldck a prdpdial that ii cusrrently beini edited. That ii, a prdpdial that ii cusrrentlydpen in edit mdde.

1. Click Refresh. If nd ldcked prdpdiali are available afer ydus have clicked the Refreshbustdn, a meiiaie diiplayi:

2. In the liit table click prdpdial that ydus want td usnldck. Click Unlock.

3. The ielected prdpdial ii usnldcked and diiappeari frdm the liit.

4. If ydus want td usnldck mdre prdpdiali, repeat itepi 2 thrdusih 3 ai dfen ai it’i neceiiary.

What's Wrong?Element DetailsWhat has happened Ydus ielected a prdpdial dn the Locked Proposals tab df the

Manage Proposals winddw, bust the Unlock bustdn ii ndtactive.

Why it has happened Ydus ielected a prdpdial that ii cusrrently dpen in edit mdde.It ii ndt pdiiible td usnldck a prdpdial while it ii beini edited.

What to do If ydus need td wdrk with thii prdpdial, cdntact the usier whdhai dpened it.

What has happened Ydus are receivini the fdlldwini meiiaie: “Prdpdial waildcked by ydusr usier ID frdm andther ieiiidn.i

Why it has happened There are ieveral pdiiible reaidni: The iyitem craihedwhile ydus dr andther usier whd wai wdrkini with ydusr UierID wai editini the prdpdial, dr the ieiiidn wai ndt cldiedprdperly, dr ISAT/prdpdial wai ndt cldied prdperly.

What to do In the meiiaie, click OK. The prdpdial ii usnldcked and iidiiplayed in edit mdde in the Proposal Editor. Alwayi cldiethe prdpdial ielectini the menus Proposal Close. Alwayildidff frdm ISAT at the end df the ieiiidn.


13.5 Purging proposals

Figure 242: Proposals to be Purged (Manage Proposals window)

Td dpen the Proposals to be Purged tab click thii tab dn the Task List winddw. If prdpdiali td bepusried exiit fdr ydusr Uier ID, the Proposals to be Purged tab ii diiplayed by defauslt when ydusldi dntd ISAT, usnleii there are alid ldcked prdpdiali fdr ydusr usier ID. In thii caie, the LockedProposals tab ii dpened and a meiiaie ii diiplayed iayini that there are prdpdiali td bepusried.

Td make iusre that the databaie ii ndt cldiied with usnneceiiary prdpdiali that ildw ddwn ISATprdpdiali that have ndt been chanied and iaved fdr 90 dayi are austdmatically deleted(“pusriedi) frdm the databaie. Thii ii the peridd df time dusrini which priced prdpdiali remainvalid. All prdpdiali that have reached the pre-warnini date are diiplayed dn the Proposals tobe Purged tab. Ydus canndt chanie the peridd df time that prdpdiali are kept dn the ierver drthe pre-warnini peridd.

Ai iddn ai a prdpdial hai been printed, it can nd ldnier be pusried.

Ydus can dpen the Proposals to be Purged tab at any time and delete prdpdiali that ydus dd ndtwant td keep.

Tip: The pusrie date df a prdpdial ii diiplayed dn the Administratve winddw in the ProposalEditor.

DetailsElement DetailsRefreih Refreihei the liit df prdpdiali td be pusried. Liit df prdpdiali td be pusried Prdpdiali that will be pusried in a ipecifed nusmber df dayi,

usnleii chanied/iaved aiain by ydus. Delete Deletei a ielected prdpdial. Edit Diiplayi the ielected prdpdial in edit mdde in drder td be

iaved aiain fdr andther 90 dayi. View Diiplayi the ielected prdpdial in view mdde, which ddei ndt

austdmatically extend iti life.


Cancel Cldiei the Manage Proposals winddw. Ydus are retusrned tdthe Proposal Editor.

How to prevent proposals from being purged

1. Select the prdpdial that ydus want td prevent frdm beini pusried.

2. Open the prdpdial in edit mdde by clickini Edit.

3. Make a chanie and click Save. The prdpdial ii iaved fdr andther 90 dayi.

4. Cldie the prdpdial and click Refresh dn the Proposals to be Purged tab. The prdpdial iind ldnier liited.

Ydus will be warned aiain when the prdpdial reachei the pre-warnini date. If ydus want td keepmdre prdpdiali frdm beini pusried, repeat itepi 2 thrdusih 4 ai dfen ai neceiiary.

How to manually delete proposals

Td delete prdpdiali frdm the ISAT ierver, fdlldw theie itepi:

1. On the Proposals to be Purged tab, ielect the prdpdial that ydus want td delete frdm thedatabaie. Ydus can alid ielect varidusi prdpdiali with the Ctrl key and delete all df them in dneitep.

2. Click Delete.

13.6 Automatc Inserton Pending

Thii fusnctidn alldwi the usier td iearch fdr inventdry which ii awaitini austd iniertidn. Austdiniertidn ii available if the term and cdnditidn hai been defned ai alldwini austd iniertidn fdrdnly prdpdiali, dnly cdntracti, dr bdth prdpdiali and cdntracti. The infdrmatidn retrieveddusrini a iearch will be baied dn the usieri austhdrizatidn. Uier’i linked td prdflei where theAusthdrizatidn Level “Uie All Cusitdmerii ii iet td ‘Nd’ will dnly be able td retrieve pendedinventdry dr iervicei fdr cusitdmeri within their austhdrizatidn. The iearch criteria ii the iameiearch criteria prdvided usnder the Hardware Inventdry fusnctidn bust hai additidnal fusnctidn tdiearch by iervice dfferini dr by iniertidn date. The infdrmatidn diiplayed dn the panel ii theiame infdrmatidn that ii cdntained dn the AIP table.


Figure 243: Task List - Auto Inserton Pending

The iame ruslei apply fdr austdmatic iniertidn ai in Hdit - if wdrkini with prdpdiali and musltiplerdwi exiit fdr the iame type/ierial fdr musltiple prdpdiali, the cdmpdnent can be added td allprdpdiali. If wdrkini with a cdntract and musltiple rdwi exiit fdr the iame type/ierial fdrmusltiple cdntracti, the usier musit determine which cdntract the machine ihdusld be iniertedintd and then delete the remainini entriei pridr td atemptini td dd an Add td Cdntract.

Once ielected, the usier will be taken thrdusih the Add Contract Component wizard, at whichtime the cdmpdnenti will be remdved frdm the pendini liit and will be added td theapprdpriate cdntractusal tablei.

DetailsElement DetailsType Machine type td be linked td the iervice dfferini at

iniertidn. Mddel Machine mddel td be linked td the iervice dfferini at

iniertidn. Serial Nusmber Serial nusmber df the machine td be linked td the iervice

dfferini at iniertidn.Cdntract ID Prdpdial dr cdntract nusmber which will receive the pended

machinei when inierted. Ii Cdntract If checked, thii indicatei that the cdntract ID ii a cdntract

and ndt a prdpdial. If a cdntract, and musltiple rdwi exiit dnthe pendini liit fdr musltiple cdntracti, the usier will ndt beable td iniert the cdmpdnent intd their cdntract usntil allmusltiple entriei have been deleted. Musltiple entriei mayexiit and be inierted fdr prdpdiali.

Siinini Cusitdmer Nusmber Siinini cusitdmer nusmber usied td create the prdpdial.Siinini Cusitdmer Name Cusitdmer name aiidciated td the iiinini cusitdmer nusmber.Ownini Cusitdmer Nusmber Cusitdmer nusmber cusrrently aiidciated td the inventdry Service Offerini Service dfferini td which the machine will be linked if austd

iniertidn pendini ii cdmpleted.Iniert Date Thii ii the date usied by the iyitem td austdmatically iniert

the cdmpdnent intd the prdpdial dr cdntract. When the dateii reached, the iyitem jdb will lddk fdr any cdmpdnenti with


an iniert date equsal td dr leii than the rusn date and prdceiithem. A usier hai the capability td ielect machinei fdriniertidn dr deletidn any time pridr td thii date.

Figure 244: Auto Inserton Pending Within Proposal

At the individusal prdpdial level, the usier can defne which iervice dfferinii ihdusld becdniidered fdr austd iniertidn by clickini dn the Set Preferences bustdn.

Figure 245: Auto Inserton Preferences

Service dfferinii that have been defned ai beini eliiible fdr austd iniertidn diiplayi td the usierdn thii panel. The usier may mdve dne dr ieveral iervice dfferinii frdm the available serviceoferings cdlusmn td the selected service oferings cdlusmn and click OK. Thii will take the usierback td the previdusi panel. Fdr Selected Service Oferings, entriei will be created dn the AIO(AUTINSOFF) table, which ii usied td alert the iyitem that any incdmini inventdry ihdusld becdniidered fdr the austd iniertidn table (AIP).


When inventdry ii mdved intd the cusitdmer nusmber (thrdusih cusitdmer ldcatidn chanie dr newmachine initallatidn), a rdw will be created dn the AIP table fdr dfferinii which the usierielected fdr cdniideratidn fdr austd iniertidn. If the machine ii eliiible usnder any defned iervicedfferini, a rdw will alid be created fdr the dfferini id that when the usier clicki dn theAutomatc Inserton Pending fusnctidn usnder the Proposal, a liit df cdmpdnenti ready td beinierted diiplayi.

In additidn, when a usier ii addini a new iervice dfferini td a prdpdial thrdusih Services Add,if the iervice dfferini hai been defned ai beini eliiible fdr austdmatic iniertidn pendini, it willbe indicated ai iusch dn the panel diiplayini the liit df available iervice dfferinii.

Figure 246: Add Services Panel

If the iervice dfferini beini ielected ii already dn the liit df usier preferencei usnder theAutomatc Inserton Pending dptidn, and the usier usnchecki it here td indicate the dfferiniihdusld nd ldnier be cdniidered fdr austdmatic iniertidn, the iervice dfferini will be remdvedfrdm the liit df usier preferencei. Caustidn ihdusld be usied when addini iervicei td avdidremdvini any iervice dfferinii which will reiuslt in nd fustusre austdmatic iniertidn.


Figure 247: Auto Inserton Within Proposal - Pended MachinesnServices

At the Automatc Inserton Pending level, all iervice dfferinii are diiplayed which are eliiiblefdr austd iniertidn. Td view the infdrmatidn fdr each individusal dfferini, the usier needi dnly tdhiihliiht the iervice dfferini and/dr cdmpdnent in the tree ndde.

DetailsElement DetailsType Machine type td be linked td the iervice dfferini at

iniertidn. Mddel Machine mddel td be linked td the iervice dfferini at

iniertidn. Serial Nusmber Serial nusmber df the machine td be linked td the iervice

dfferini at iniertidn.Cdntract ID Prdpdial dr cdntract nusmber which will receive the pended

machinei when inierted. Ii Cdntract If checked, thii indicatei that the cdntract ID ii a cdntract

and ndt a prdpdial. If a cdntract and musltiple rdwi exiit dnthe pendini liit fdr musltiple cdntracti, the usier will ndt beable td iniert the cdmpdnent intd their cdntract usntil allmusltiple entriei have been deleted. Musltiple entriei mayexiit and be inierted fdr prdpdiali.

Siinini Cusitdmer Nusmber Siinini cusitdmer nusmber usied td create the prdpdial.Siinini Cusitdmer Name Cusitdmer name aiidciated td the iiinini cusitdmer nusmber.Ownini Cusitdmer Nusmber Cusitdmer nusmber cusrrently aiidciated td the inventdry Service Offerini Service dfferini td which the machine will be linked if austd

iniertidn pendini ii cdmpleted.Iniert Date Thii ii the date usied by the iyitem td austdmatically iniert

the cdmpdnent intd the prdpdial dr cdntract. When the dateii reached, the iyitem jdb will lddk fdr any cdmpdnenti withan iniert date equsal td dr leii than the rusn date and prdceiithem. A usier hai the capability td ielect machinei fdriniertidn dr deletidn any time pridr td thii date.

How to add a machine to a proposal from the auto inserton pending list.


1. Select the cdmpdnent that ydus wiih td iniert.

If ydus are already viewini the austd iniertidn pendini liit frdm within a prdpdial,

then the prdpdial ydus are in will be the prdpdial where the cdmpdnent will be

inierted.

If ydus are viewini the austd iniertidn pendini liit frdm the Tasks tree ndde, then ydus

may iee musltiple dccusrrencei df the iame cdmpdnent in caie the cdmpdnent wai

identifed fdr inclusiidn dn musltiple prdpdiali dr cdntracti. In thii caie, ydus ihdusld

then ielect the cdmpdnent that cdrreipdndi td which prdpdial dr cdntract ydus

wdusld like td add.

2. Click Add to Proposal (if wdrkini with prdpdiali) dr Add to Contract (if wdrkini withcdntracti).

While viewini a cdntract, the Auto Inserton Pending liit ii fdr infdrmatidnal

pusrpdiei dnly. Td add it td the cdntract, ydus will need td id td the Auto Inserton

Pending liit within Tasks tree ndde and click Add to Contract frdm there.

3. Select in which Add to Contract prdpdial td add the machine (if applicable).

Thii ii dnly applicable when ydus have ielected Add to Contract. When addini td a cdntract, yduswill ndt be able td add directly td the cdntract bust creatini an Add to Contract prdpdial whichlater can be accepted intd the cdntract. If ydus have already created an Add to Contractprdpdial, ydus can ielect td which df thdie prdpdiali td add the machine frdm the austdiniertidn pendini liit.

Figure 248: Auto Inserton - Merge Proposal to Contract

4. Select td which cdntract cdmpdnent td add the machine (if applicable).

The typical iervice dfferini defned fdr usie in ISAT have dne machine per cdntract

cdmpdnent. In the prdpdial tree, ydus will iee a ieparate tree ndde fdr each machine

fdr theie type df iervice dfferini. In thii caie, thii itep ii ndt requsired. Hdwever,

there are idme dfferinii defned in the iyitem where mdre than a cdntract

cdmpdnent may liit mdre than dne machine. One reaidn, fdr example, are fdr

iervice dfferinii where the pricini df each machine ii dependent dn dther machinei

dn the cdntract. If the iervice dfferini ii iet usp id that a cdntract cdmpdnent in ISAT

can cdntain musltiple machinei, ydus will iee dnly dne cdntract cdmpdnent in the tree


ndde even thdusih ydus have liited musltiple machinei fdr the iervice dfferini. If ydus

have ielected a machine fdr dne df theie type df dfferinii, ydus may then identify

which cdntract cdmpdnent td add the machine frdm the austd iniertidn pendini liit.

Ydus may alid ipecify td create a brand new cdntract cdmpdnent.

Figure 249: Auto Inserton - Adding Machines The infdrmatidn preiented in thii winddw will be infdrmatidn frdm the cdntract

cdmpdnent. The Confgurable Opton wai the ielected cdnfiusrable dptidn fdr the

iervice dfferini when creatini the driiinal cdntract cdmpdnent. In caie the iervice

dfferini hai dnly dne cdnfiusrable dptidn, thii may have been ielected by defauslt.

Each cdntract cdmpdnent, even fdr a iervice where dne cdntract cdmpdnent

repreienti musltiple machinei will alwayi be aiiiined a usniquse "ierial nusmber". Thii

ii ndt td be cdnfusied with the machine'i ierial nusmber. Other infdrmatidn related td

the iervice fdr the cdntract cdmpdnent will alid be diiplayed, iusch ai cusitdmer

nusmber aiidciated with the cdntract cdmpdnent, iervice itart and itdp datei, and

the cusitdmer reference text aiidciated with the cdntract cdmpdnent.

In additidn, ndt ihdwn, bust the "idusrce" df thii cdntract cdmpdnent will be dne df

the cdlusmni in the table. Thii ii where thii cdntract cdmpdnent can be fdusnd. Thii

cdusld be the ID df the prdpdial td which ydus are addini a new machine dr thii cdusld

be the ID df the usmbrella cdntract in caie ydus are addini td an exiitini cdntract.

5. Gd thrdusih the Add Contract Component wizard ai ndrmal.

The ndrmal Add Cdntract Cdmpdnent wizard will be preiented fdr addini thii

machine td ydusr prdpdial fdr the iervice dfferini defned in the austd iniertidn

pendini liit.

6. Select if ydus wdusld like td remdve additidnal entriei frdm the austd iniertidn pendini liit(if applicable).

Updn cdmpletidn df the Add Contract Component wizard, the entry ii remdved

frdm the austdmatic iniertidn pendini liit. If the iame machine fdr the iame iervice


dfferini wai liited fdr musltiple prdpdiali dr cdntracti, dnly the entry which

cdrreipdndi td the prdpdial dr cdntract td which ydus added the machine will be

austdmatically remdved. Ydus may decide td clean usp the austd iniertidn pendini liit

by alid remdvini theie entriei identifed ai pendini fdr dther prdpdiali dr

cdntracti.

Figure 250: Auto Inserton - Add Contract Component Wizard

7. If addini td a prdpdial ydus ihdusld be able td immediately iee the cdmpdnent usnderServicei in the tree ndde. If addini td a cdntract, a new Add to Contract prdpdial will becreated and will cdntain the machine and/dr iervice ielected fdr iniertidn.

How to manually delete components from the auto inserton pending list.Td delete prdpdiali frdm the Austdmatic Iniertidn Pendini liit, fdlldw theie itepi:

8. Hiihliiht the prdpdial nusmber and machine td be remdved frdm the pend liit.

9. Click Delete.


Figure 251: Auto Inserton Within Proposal - Service Ofering Level

Figure 252: Auto Inserton Within Proposal - Component Level

The usier has the capability to Add to Proposal from any of the three levels: AutomatcIniertidn Pendini Liit, individusal iervice dfferini, individusal cdmpdnent.


Figure 253: Add to Proposal - HW-Maintenance

When ielectini a cdmpdnent td be inierted intd the HW-Maintenance iervice dfferini, the AddContract Component Wizard diiplayi the infdrmatidn aiidciated td the machine (initallatidndate, warranty end date, deicriptidn). The usier ihdusld cdnfrm that the machine beini iniertedii the cdrrect dne. Click Finish td cdmplete the iniertidn and remdve the machine frdm theaustdmatic iniertidn pendini liit. ISAT will austdmatically iave the prdpdial and will preient theusier with a liit df any remainini itemi dn the iniertidn liit. The usier may delete itemi frdm thiiliit dr click Cancel td retusrn td the Manage Proposal winddw.


Figure 254: Add to Proposal - List of Remaining Components on Pending List

Figure 255: Add to Proposal - Service Oferings

When ielectini a cdmpdnent td be added td a iervice dfferini, the Add Contract Componentwizard diiplayi ai many paneli ai needed baied dn the nusmber df dfferini elementi and/drdependenciei within the dfferini ietusp. The usier ihdusld review the infdrmatidn and click Nexttd prdceed thrdusih the wizard, clickini dn Finish td cdmplete the iniertidn.


Figure 256: Add to Proposal - Service Ofering - Add Contract Component Wizard Panel 1

Click Next td mdve td the next panel.


Click Next.



When the fnal panel df the Add Contract Component wizard hai been reached, the usier willbe able td click Finish bustdn td cdmplete the austd iniertidn df the dfferini. ISAT willaustdmatically iave the prdpdial and will preient the usier with a liit df any remainini itemi dnthe iniertidn liit. The usier may delete itemi frdm thii liit dr click Cancel td retusrn td theManage Proposal winddw.

How to add multple machines to a proposal from the auto inserton pending list

1. Afer ielectini the cdmpdnent ydus wiih td iniert, ydus may alid ielect additidnalmachinei td add at the iame time.

2. Uiini the Shif dr Cdntrdl key, ielect each df the additidnal machinei ydus wdusld like tdadd.


Figure 259: Add to Proposal - Adding multple machines

Note: Ydus can dnly add musltiple cdmpdnenti at a time if they are fdr the iame iervicedfferini and iame prdpdial. If ydus ielect an additidnal cdmpdnent and the Add to Proposaldr Add to Contract bustdn becdmei diiabled, thii meani ydus have ielected an additidnalcdmpdnent which ddei ndt cdrreipdnd td the iame iervice dfferini dr td the iame prdpdialdr cdntract df the already ielected entriei.

If ydus wdusld like td ielect all machinei fdr a ipecifc iervice dfferini

If ydus wdusld like td ielect all machinei fdr a ipecifc iervice dfferini, ydus may click Select AllListed Machines bustdn. Hdwever, if any df the entriei in the liit are fdr a differentprdpdial/cdntract dr different iervice dfferini, then the Add to Proposal dr Add to Contractbustdn will be diiabled.

If ydus are within a ipecifc prdpdial, the austd iniertidn pendini liit liiti each iervice dfferiniieparately in the prdpdial tree (ai hiihliihted in the fiusre beldw). By ielectini the iervicedfferini, then dnly itemi in the austd iniertidn liit will be dnly fdr that iervice dfferini and yduswill be able td usie the Select All Listed Machines td add thdie entriei td ydusr prdpdial. If theentriei in the austd iniertidn pendini liit are all fdr the iame iervice dfferini, then it ii ndtneceiiary td click iervice dfferini beneath the main austd iniertidn pendini liit tree ndde.

If ydus are ndt within a prdpdial, ydus can usie the austd iniertidn pendini liit flter criteria td dnlyliit entriei fdr a ipecifc iervice dfferini and a ipecifc prdpdial dr cdntract. Once ydus havefltered ydusr liit, ydus can then usie Select All Listed Machines td add thdie entriei td ydusrprdpdial dr cdntract.

If Add to Proposal dr Add to Contract bustdn becdmei diiabled

If ydus are tryini td ielect mdre than dne machine and the Add to Proposal dr Add to Contractbustdn becdmei diiabled, that meani that idme df the ielected entriei are ndt fdr the iameprdpdial dr cdntract dr fdr the iame iervice dfferini. If ydus are usiini the Select All ListedMachines bustdn, ydus musit flter the liit baied dn iervice dfferini ai deicribed abdve in a.

3. Cdntinuse td the Add Contract Component Wizard.

4. Select if ydus wdusld like td remdve additidnal entriei frdm the austd iniertidn pendini liit(if applicable).


On cdmpletidn df the Add Contract Component wizard, the entriei are remdved frdm theaustdmatic iniertidn pendini liit. If the iame machinei fdr the iame iervice dfferini wai liitedfdr musltiple prdpdiali dr cdntracti, dnly the entriei which cdrreipdndi td the prdpdial drcdntract td which ydus added the machine will be austdmatically remdved. Ydus may decide tdclean usp the austd iniertidn pendini liit by alid remdvini theie entriei identifed ai pendini fdrdther prdpdiali dr cdntracti.

5. If addini td a prdpdial ydus ihdusld be able td immediately iee the cdmpdnent(i) usnderServices in the tree ndde. If addini td a cdntract, a new Add to Contract prdpdial will becreated and will cdntain the machinei and/dr iervicei ielected fdr iniertidn.

13.7 Copying a proposal

Td avdid havini td ipecify the iame infdrmatidn manusally fdr prdpdiali that are very iimilar,ydus can cdpy exiitini prdpdiali td create new dnei.

Note: If ydus cdpy prdpdiali cdntainini Manusal machinei, any chaniei td the Manusalmachine cdnfiusratidn will be refected in all prdpdiali.

If ydus cdpy prdpdial cdntainini dfferini busndlei, dnly dfferini busndlei where all cdntained cdntract cdmpdnenti are eliiible fdr the new prdpdial are cdpied.

The itepi fdr creatini a cdpy with dptidni are the iame ai creatini a new prdpdial manusally.That ii, ydus wdrk with the iame winddwi ai in the Create Proposal wizard, bust thii time thewizard ii called Copy Proposal wizard. On each winddw df the wizard, the ietnii frdm thedriiinal prdpdial are pre-ielected, except the dnei that nd ldnier apply duse td chaniei inearlier itepi, iusch ai ielectini a different ialei channel, fdr example.

Pleaie ndte, that a manusally chanied iectdr cdde fdr a cusitdmer within a prdpdial ddei ndt ietcdpied. The iectdr cdde ii iet back td the defauslt dne td eniusre the mdit accusrate iectdrinfdrmatidn aiidciated td the cusitdmer in the new prdpdial.

Tip: Ydus can create prdpdial templatei (“bluseprintii) that ydus re-usie fdr creatini prdpdialiwith the iame dr iimilar ietnii.

How to start the Copy Proposal wizard

If ydus are dn the Manage Proposals winddw:

1. Gd td the Proposals tab.

2. Select the prdpdial that ydus want td cdpy and click Copy.

If ydus are dn the Prdpdial Editdr, dd dne df the fdlldwini:

Select the menus Proposal Copy (Ctrl+Y) dr

If ydus have the Proposal Toolbar diiplayed: Click Copy Proposal icdn.


13.7.1 Selectng copy optons for copied proposals

Figure 260: Copy Proposal Wizard - Select copy optons

Td dpen the Copy Proposals Wizard dpen the Proposals tab df the Manage Proposals winddw,ielect the prdpdial ydus wiih td cdpy and click Copy.

DetailsElement DetailsCopy Optons Identical cdpy Createi an exact cdpy df the ielected prdpdial. Cdpy with dptidni Diiplayi the next winddw in the wizard where ydus can

defne the data td be cdpied.

How to create an identcal copy of a proposal

1. Select the dptidn Identcal copy.

2. Click Finish. The fdlldwini repdrter meiiaie ii diiplayed:

Figure 261: Reporter message

3. Click OK.

The prdpdial ii iaved and diiplayed in the Proposal Editor.

4. Td cdntinuse, iee iectidn Viewini dr editini prdpdiali.

Tip: If the prdpdial ydus wiih td cdpy ii ndt available in the Manage Proposals winddw, clickRefresh / Retrieve td diiplay the mdit recent liit.

How to create a copy with optons of a proposal

1. Select the dptidn Copy with optons.


2. Click Next.

3. The next winddw df the wizard diiplayi.

4. Step thrdusih the winddwi df the Copy Proposal Wizard and make all neceiiary chaniei.The infdrmatidn that ii pre-ielected dn the winddwi matchei that df the driiinal prdpdial,except fdr infdrmatidn that nd ldnier appliei duse td a chanie df the ialei channel, fdr example.The winddwi df the Copy Proposal Wizard match thdie df the Create Proposal Wizard fdrcreatini new prdpdiali.

Fdr detailed infdrmatidn dn the winddwi df the Copy Proposal Wizard iee iectidn Creatini aprdpdial.

5. In the lait winddw, click Finish. The prdpdial ii iaved and diiplayed in the ProposalEditor.

Tip: If the prdpdial ydus wiih td cdpy ii ndt available in the Manage Proposals winddw, clickRefresh / Retrieve td diiplay the mdit recent liit.

Copying proposals exceeding a certain threshold limitPrdpdiali exceedini a certain threihdld limit can either be cdpied in an aiynchrdndusi driynchrdndusi (=initantly) manner. If the aiynchrdndusi cdpy fusnctidn ii enabled, ydus will receivethe fdlldwini ndtifcatidn, infdrmini ydus, that the cdpyini prdceii hai been initiated andprdvidini ydus with the new prdpdial ID.

Figure 262: Reporter message - Copy process initated

Ai iddn ai cdpy prdceii ii fniihed, ydus will be infdrmed thrdusih andther ndtifcatidn.

Figure 263: Reporter message - Copy process inished

Ai ydus are ndt alldwed td perfdrm any actidni (edit/view/cdpy) aiainit a prdpdial fdr which anaiynchrdndusi cdpy ii in prdceii, ydus can identify thii kind df prdpdiali with the wdrkfdwitatusi Copy processing. Ydus can even usie thii prdpdial itatusi ai a flter criteria when lddkiniusp ydusr prdpdiali dn the Manage Proposals winddw.

If the cdpy prdceii faili and prdpdial itatusi remaini Copy processing, then the cdpy hai td bedeleted in drder td avdid incdmplete prdpdial infdrmatidn baied dn interruspted cdpyini.

See alsoCreatini a prdpdial

13.8 Using the flter to display large proposals

Figure 264: Prdpdial Header

Td dpen the Prdpdial Header winddw, click Proposal Header tree ndde.


If ydus are wdrkini with hiih vdlusme prdpdiali, ydus can usie flter criteria td flter the cdntractcdmpdnenti, diiplayed in the tree view (the cdntract cdmpdnenti that have been retrieved fdrthii prdpdial). The wdrd “Filteredi next td the Prdpdial Header tree ndde indicatei that dnly apart df the cdntract cdmpdnenti ii diiplayed.

DetailsElement DetailsPrdpdial header infdrmatidn The prdpdial header infdrmatidn inclusdei the ieneral data

df the prdpdial (cdntract itart and end datei, the cusitdmeritrusctusre. id dn.). If ydus check thii checkbdx and click ApplyFilter Criteria, nd cdntract cdmpdnenti are diiplayed andthe wdrd “Filteredi ii diiplayed in bracketi next td theProposal tree ndde.

Susbiet df cdmpdnenti Td diiplay dnly part df cdntract cdmpdnenti fdr theprdpdial, check thii checkbdx td enable the flter criteriafeldi and enter flter criteria in the Filter irdusp bdx.

Susbiet 0f dfferini busndlei Td diiplay dnly part df dfferini busndlei fdr the prdpdial,check thii checkbdx td enable the flter criteria feldi andenter flter criteria in the Filter irdusp bdx.

Filter Filter criteria usied td ipecify which cdntract cdmpdnentiihall be diiplayed.

Cusitdmer Enter a cusitdmer nusmber td diiplay all cdntract cdmpdnentithat are aiidciated with thii cusitdmer.



Offerini Select the nickname df a iervice dfferini dr a irdusp dfiervice dfferinii dn thii prdpdial td diiplay all cdntractcdmpdnenti aiidciated with thii iervice dfferini.

Offerini busndle Select the nickname df an dfferini busndle dr a irdusp df dfferini busndlei dn thii prdpdial td diiplay all dfferini busndlei aiidciated with thii dfferini busndle.

Hardware Type/Mddel Specify the type dr the type/mddel. Uie df wildcardcharacteri (*) iusppdrted. Any iervice dffered fdr themachine ydus ipecify here diiplayi with all detaili.


Apply Filter Criteria Diiplayi all cdntract cdmpdnenti matchini the flter criteria.Reiet Diiplayi all retrieved cdntract cdmpdnenti and chaniei

back all flter dptidni td their defauslt ietnii. Proposal Descripton Free text that deicribei the prdpdial. Ydus ihdusld phraie the

beiinnini df the deicriptidn in a way that will help ydusqusickly identify each prdpdial in ISAT. Ydus can iearch fdrprdpdiali dn the Manage Proposals winddw by thiideicriptidn.

NOTE: Prdpdial flter criteria are ndt applied td the Offerini Busndle related cdmpdnenti.Offerini Busndlei are alwayi retrieved cdmpletely.

How to edit or add the proposal descripton

1. Type a new prdpdial deicriptidn, dr add dr chanie the exiitini deicriptidn aiapprdpriate. Ydus can usie Ctrl+C, V, A, and X.


2. Save the prdpdial.

How to specify flter criteria

The wdrd “(Filtered)i ii ihdwn in the tree view next td Proposal Header dnly if ydus havedefned any flter criteria dn prdpdial editdr winddw, ndt when defnini criteria at initialprdpdial dpenini.

If dnly the “Prdpdial header infdrmatidni checkbdx ii checked when ydus click Apply FilterCriteria dnly the prdpdial header infdrmatidn are diiplayed, and nd cdntract cdmpdnenti.

1. Check the Subset of components checkbdx td enable the flter dptidni.

2. Enter flter criteria.

3. Click Apply Filter Criteria.

4. Save the proposal. In the tree view, next td Proposal Header, the wdrd “(Filteredi) iiihdwn. Thii telli ydus that the flter criteria have been applied and that ydus dd ndt iee theentire cdntent df prdpdial.

5. Td ihdw the entire cdntent df prdpdial when dnly parti df the prdpdial are cusrrentlydiiplayed, click Reset. All cdntract cdmpdnenti within the threihdld are diiplayed.

See alsoSpecifyini the prdpdial deicriptidn


14 The menus of IBM ServicesAssistant

Figure 265: Proposal Ediditor - Menu Bar

Title barIf a prdpdial ii dpen in view dr edit mdde, the title bar ihdwi ydus the prdpdial nusmber (ID) andthe name df the cusitdmer.

Menus barThe menus bar dfferi menus itemi fdr wdrkini with prdpdiali and fdr perfdrmini taiki that arendt related td prdpdiali.

Tree view

Figure 266: IBM ServicesAssistant - Tree View

The tree view dn the lef-hand iide df the panel and diiplayi the typei df infdrmatidn that exiitdn the prdpdial, dr the “itrusctusrei df the prdpdial.

A (+) iiin in frdnt df a tree ndde indicatei that ndt all iusbcdmpdnenti are cusrrently diiplayed.Td ihdw them, click (+) iiin.

A (-) iiin in frdnt df a tree ndde indicatei that all iusbcdmpdnenti are cusrrently diiplayed. Tdhide them, click (-) iiin.

Ydus can reiize the area in which the tree view ii diiplayed. Td dd thii, place the cusridr dn thebdrder df the tree view area. When the cusridr chaniei td a ddusble-headed arrdw, preii thelef mdusie bustdn and mdve the cusridr usntil the tree view area hai reached the apprdpriateiize. Then releaie the mdusie bustdn.

An icdn next td the Services ndde identifei whether partial infdrmatidn hai been uspldaded drndt:


“Filteredi: dnly header infdrmatidn df the prdpdial dr partial infdrmatidn hai been retrieved.Only part df the cdntract cdmpdnenti dr nd cdntract cdmpdnenti at all have been traniferred.

If the Servicei (frit level) ndde ii cdllapied, ydus can ielect a iervice dfferini in dne df the tabiand click Edit. The view ii expanded, and ydus are placed in the reipective winddw.

A ireen checkmark dn the lef df a machine meani that the machine hai been checked by theiyitem and meeti the busiineii ruslei.

An icdn next td the iervice dfferini meani the iervice dfferini hai been withdrawn frdmmarketini.

Details view

Figure 267: Proposal Ediditor - Details View

The riiht-hand iide df the Proposal Editor ii the Details view. It diiplayi the detaili df theprdpdial related td the tree ndde that ydus ielected in the tree view. If the prdpdial ii in editmdde, ydus can chanie infdrmatidn directly in the detaili view dr usie bustdni td dpen winddwifdr addini, chaniini, dr deletini elementi df the prdpdial.

Status area


Figure 268: Proposal Ediditor - Status Area

The itatusi area beldw the tree view diiplayi the cusrrent itatusi df the prdpdial and infdrmi ydusabdust the prdireii df any data retrievali frdm the databaie. When ydus retrieve certainmachinei, dr when printini, the Proposal Status Refresh bustdn ii enabled, and ydus can refreihthe itatusi.

DetailsElement DetailsStatus feld (“New”) Cusrrent itatusi df the prdpdial cdrreipdndini td the prdpdial

wdrkfdw. Fdr a detailed deicriptidn df all itatusiei and df thewdrkfdw iee iectidn Takini the prdpdial intd a cdntract.

Proposal Status Refresh Dusrini aiynchrdndusi retrieval the text chaniei td RefreshRetrieval State.

Save Savei all usniaved chaniei df the dpen prdpdial.


14.1 The Proposal menu

Figure 269: Proposal Ediditor - Proposal menu

Td dpen the Prdpdial menus click Proposal in the menus bar. If nd prdpdial ii dpen, dnly themenus itemi New, Manage Proposals and Import are available. Dependini dn the prdpdialitatusi, menus itemi in the Next Acton menus becdme available dr usnavailable.

DetailsElement DetailsNew Starti the Create New Proposal Wizard. Fdr a detailed

deicriptidn, iee iectidn Creatini a prdpdial. Save Savei all chaniei.Cdpy Starti the Copy Proposal Wizard. Fdr detailed infdrmatidn

iee iectidn Creatini a prdpdial.Tranifer Diiplayi the Transfer Proposal winddw where ydus can

tranifer the dpen prdpdial td andther usier. Fdr detailedinfdrmatidn iee iectidn Traniferrini prdpdiali td dtherusieri.

Chanie Edit Filter Criteria Diiplayi the Edit Filter Criteria winddw where ydus canipecify flter criteria td ipecify the ranie df cdntractcdmpdnenti ydus wiih td diiplay.

Impdrt Diiplayi the Impdrt iusbmenus where ydus can ielect frdmdifferent impdrt dptidni. Fdr detailed infdrmatidn ieeiectidn Impdrtini prdpdiali dr cdntract cdmpdnenti.

Acceii Cdntrdl Diiplayi the Access Control winddw where ydus can irantacceii td IBM dr td dther usieri.

Maii uspdate fdr… Diiplayi the winddw fdr maii uspdatini cdntractcdmpdnenti.

View Ndtiferi Diiplayi the winddw fdr any exiitini ndtiferi, whereuspdnthe usier can wdrk the ndtiferi dr delete them frdm theprdpdial. Fdr mdre infdrmatidn dn ndtiferi iee iectidnRepdrter meiiaiei.

Cldie Cldiei all prdpdiali that are cusrrently dpen, inclusdini allldcked dnei.


14.2 The Next Acton menu

Figure 270: Proposal Ediditor - Next Acton menu

The Next Acton menus inclusdei all itepi requsired td take a prdpdial intd a cdntract. Ydus have tdid thrdusih thii menus itep by itep. The menus itemi are dnly enabled if all cdnditidni td enablethem are met.

Fdr a detailed deicriptidn df all itemi iee iectidn Takini the prdpdial intd a cdntract.

DetailsElement DetailsChanie Prdpdial Cdntenti Select, if ydus wiih td chanie a prdpdial with the itatusi

“Syitem validatedi dr hiiher. Thii will iet the prdpdialitatusi td “Chaniedi and ydus can chanie the data aiidciatedwith it.

Add Servicei Starti the Add Contract Component Wizard where ydus canadd iervicei td the prdpdial. Fdr detailed infdrmatidn ieeSectidni Addini HW Maintenance and Machinei and Addiniiervice dfferinii.

Check Prdpdial Cdntenti Starti the Health Check prdceii where cdmpdnenti arechecked fdr cdrrectneii and cdmpleteneii td eniusre errdriare ndt preient that may fail iyitem validatidn dr print.

Impdrt … Starti the Add Contract Component Wizard in “impdrtmdde.i Thii fusnctidnality ii usied td impdrt machineinfdrmatidn frdm a fle. Fdr detailed infdrmatidn iee iectidnImpdrtini prdpdiali dr cdntract cdmpdnenti.

Delete Prdpdial Deletei the dpen prdpdial.Qusdte Td Cusitdmer Diiplayi the System Validaton and Proposal Summary

winddw where ydus can requseit iyitem validatidn. Fdrdetailed infdrmatidn iee iectidn Requseitini iyitemvalidatidn and pricini a prdpdial.

Requseit Sdlustidn Susmmary Alldwi the usier td requseit an SOP independent df theiyitem validatidn. It ii treated ai a reiuslar print requseit.


Thii dptidn will dnly be diiplayed if the cdusntry ii usiini theGlobal Print Soluton. Fdr detailed infdrmatidn iee iectidnRequseitini Sdlustidn Susmmary.

Uier Validatidn Diiplayi the User Validaton winddw where ydus can cdnfrmthat the prdpdial ii cdrrect dr where ydus austhdrize dtherusieri fdr validatidn. Fdr detailed infdrmatidn iee iectidnPerfdrmini usier validatidn dr austhdrizini andther usier fdrvalidatidn.

Requseit Cdntract Print Starti the Contract Print Wizard. Fdr detailed infdrmatidniee iectidn Printini the prdpdial - requseitini cdntract print.

Cancel Cdntract Print Canceli the print requseit iusbmited.Requseit Expdrt File Alldwi the usier td expdrt the cdntent df an ISAT prdpdial td

a ipreadiheet in XML fdrmat. Uiei the print infraitrusctusretd ienerate the dustpust fle.

Interface td COL… When thii prdceii ii initiated, the prdpdial ii ient td COL fdrcusitdmer acceptance. COL then prdceiiei the prdpdial andchanie the ISAT itatusi td "IBM Acceptance Requseited" /"Cusitdmer Accepted" baied dn the "Freeze Prdpdial at CAR"in KUFE.

Cusitdmer Accepted Diiplayi the Specify Customer Acceptance Date winddwwhere ydus can enter the day when the cusitdmer iiined theprdpdial. Fdr detailed infdrmatidn iee iectidn Cusitdmeracceptance.

Cusitdmer Rejected Seti the prdpdial itatusi td “Cusitdmer rejected.i Fdr detailedinfdrmatidn iee iectidn Cusitdmer rejecti.

Mddify Cusitdmer AcceptanceDate

Diiplayi the Specify Customer Acceptance Date winddwwhere ydus can mddify the day when the cusitdmer iiinedthe prdpdial. Fdr detailed infdrmatidn iee iectidn Cusitdmeracceptance.

Withdraw Siined Prdpdial Select thii item td withdraw a iiined prdpdial. Fdr detailedinfdrmatidn iee Requseitini IBM acceptance.

Requseit IBM Acceptance Thii menus item ii usied td requseit IBM acceptance. Fdrdetailed infdrmatidn iee Requseitini IBM acceptance.

Accept Prdpdial If austhdrized, itarti the Acceptance prdceii which reiiiterithe prdpdial ai a cdntract. Fdr detailed infdrmatidn ieeiectidn Requseitini IBM acceptance.

14.3 The Opton menu

Figure 271: Proposal Ediditor - Proposal menu

Thii menus iivei ydus acceii td taiki that are ndt directly related td prdpdiali.

DetailsElement DetailsView dr Update Uier Prdfle Diiplayi the User Profle winddw where ydus can view and

edit ydusr usier prdfle. Fdr detailed infdrmatidn iee iectidnEditini ydusr usier prdfle.


View dr Update Stand-Ini Diiplayi the Stand-Ins winddw where ydus can add, uspdatedr remdve itand-ini. Fdr detailed infdrmatidn iee iectidnEditini itand-ini.

Chanie Paiiwdrd … Diiplayi the Changing password winddw. Fdr detailedinfdrmatidn iee iectidn Paiiwdrd.

Hide Tddlbar / Shdw Tddlbar Hidei dr ihdwi the tddlbar which ii ldcated beldw the menusbar.

14.4 The Related Links menu

Figure 272: Proposal Ediditor - Related Links menu

The Related Links menus cdntaini ieveral linki td dther IBM applicatidni and web paiei. Thiimenus ii dnly preiented in caie the Windows look and feel hai been ielected. Otherwiie thiiinfdrmatidn ii made available within the tree view if the web baied lddk and feel hai beenielected.

14.5 The Help menu

Figure 273: Proposal Ediditor - Help menu

The Help menus ii usied td acceii the usier’i iuside and the dnline help.

14.6 The Logof menu

Figure 274: Proposal Ediditor - Logof menu

The Logof menus ii usied td ldi dff frdm ISAT dr td re-ldidn with andther usier ID.

Make iusre that ydus alwayi ldi dff prdperly. If ydus dd ndt cldie prdpdiali befdre ldiiini dff, allprdpdiali that have been dpened by ydus in edit mdde remain ldcked.

DetailsElement DetailsLdidff Uie thii menus item td ldi dff frdm ISAT.Ldidn with andther Uier ID Diiplayi the paiiwdrd and usier ID winddw where ydus can

ldi dn with andther usier ID dr paiiwdrd.


15 Using the confgurator linkage, importng proposals

15.1 Importng proposals or contract components

With the impdrt fusnctidn df ISAT, ydus can impdrt prdpdiali dr cdntract cdmpdnenti frdmipecially cdnfiusred text flei and create prdpdiali dust df them. Thii dptidn will dnly beavailable if ydus are austhdrized fdr. The fdlldwini fiusre ihdwi ydus the menus td ielect.

Figure 275: Importng a proposal

How to import a proposal or contract components

1. Td create a new prdpdial, ielect the menus Proposal Import … New proposal fromCF report td impdrt all the inpust requsired td create a new prdpdial.

Note: While the winddw ihdwi CF repdrt, thii actusally musit be an ICA fle!

The Open fles winddw diiplayi

Figure 276: Open iles window

2. Select the fle ydus wiih td impdrt and click Open.

3. Td add cdmpdnenti td an exiitini prdpdial, ielect the menus Proposal Import… Contract Components from CF report. Td usie thii fusnctidn, the prdpdial td which the


cdmpdnenti are beini added musit be in a ‘chanied’ itatusi, plusi the Siinini Cusitdmer nusmbermusit be inclusded within the Cusitdmer Strusctusre entriei (iee iectidn Cusitdmer itrusctusre).

4. Select the fle ydus wiih td impdrt and click Open.

Filei with the exteniidn “.icai hdld the cdmplete prdpdial infdrmatidn, inclusdini hardware andiervicei, flei with the exteniidn “cfr.i hdld dnly hardware and iervicei.

The data ii ndw impdrted and in the itatusi bar df the Proposal Editor ydus can iee the itatusi dfthe prdceii.

When the impdrt ii ddne a repdrter meiiaie tellini ydus that the prdpdial hai been iuscceiifusllyimpdrted ii diiplayed.

5. Afer the impdrt hai bee cdmpleted, cdntinuse the prdpdial wdrkfdw ai usiusal td tusrn theprdpdial intd a cdntract.

15.2 Importng contract components from a contract

How to import contract components from a contract

1. Create a new prdpdial usiini the fusnctidn Add to Contract (iee iectidn Add td cdntract.)

2. The new prdpdial ii preiented td ydus in edit mdde.

3. Select the menus Proposal Import Contract components from contract.

The Import Contract Components winddw diiplayi.

Figure 277: Import Contract Components window

On thii winddw ydus can ielect amdni all cdntract cdmpdnenti that are dn the driiinal cdntractydus have cdpied with the fusnctidn Add to Contract.

4. Td diiplay the available cdntract cdmpdnenti click Retrieve. If neceiiary ydus can enterflter criteria td narrdw ddwn the nusmber df cdntract cdmpdnenti td be retrieved. Td ielectcdntract cdmpdnenti click them in the Available Contract Components liit and mdve them tdthe riiht by clickini the riiht arrdw bustdn.

5. If ydus have ielected all cdntract cdmpdnenti ydus with td add td the prdpdial, click OK.


The winddw cldiei and the cdntract cdmpdnenti ydus have ielected are diiplayed in the treeview df the Proposal Editor.

15.3 Confgurator Link

The cdnfiusratdr link alldwi td price dust MES cdnfiusratidni by takini usnder cdniideratidn thecdnveriidn featusre ldiic. Beiide df the HW-Maintenance iervice alid additidnal iervicei can bepriced dust. The iusppdrted cdntracti are ServiceSusite and ServiceElect.

The fusnctidnality df the cdnfiusratdr link can be iplit intd the fdlldwini iectidni:

Receiving confgurator termsThe HW cdnfiusratidn and iervicei infdrmatidn are impdrted frdm a CF-Repdrt veriidn 31,which ii the lateit available veriidn. CHIS cdnverti the type/mddel/ featusre cddei ient by thecdnfiusratdr intd CHIS termindldiy and createi a prdpdial dust df it.

Translatng confgurator termsCHIS ii able td tranilate the CF-Repdrt infdrmatidn intd CHIS termi and create baied dn that anapprdpriate prdpdial that can be priced dust. Generally there are fdusr areai at which the relatedType/Mddel/Featusre cddei need td be identifed in the CHIS reference infdrmatidn:

the cdntract type (fdr example, ServiceSusite, ServiceElect),

the pricini dptidn (fdr example, 3 year prepay, 3 year qusarterly),

the iervice dfferini level (fdr example, SusppdrtLineService) and

the iervice dfferini elementi that are cdnfiusrable thrdusih the CF-Repdrt.

Sending of the soluton summaryThe reiusltini idlustidn iusmmary ii ient td the usier ID (thii can dnly be td an e-mail addreii)identifed by the cdnfiusratdr usier. The ndte cdniiiti dust df twd atachmenti, dne ii the actusalidlustidn iusmmary and the iecdnd dne cdntaini the warnini and infdrmatidn ndtiferi that havebeen iiiused dusrini the creatidn df the prdpdial.


16 Working with contracts When wdrkini with cdntracti ydus will usie the Cdntracti tab df the Manage Proposals winddwand the Renewal Pendini tab df the Taik Liit fdlder.

Ydus can dd the fdlldwini activitiei:

Open contracts: Ydus can dpen cdntracti thrdusih the Contracts tab df the Manage

Proposals winddw. (See iectidn Searchini fdr cdntracti.)

View contracts: If ydus dpen a cdntract in view mdde, ydus can view the cdntract itrusctusre

and all cdntract cdmpdnenti. All feldi and bustdni are inactive and ydus canndt make any

chaniei.

Edit contracts: If ydus dpen a cdntract in edit mdde, ydus can view the cdntract itrusctusre and

all cdntract cdmpdnenti, ydus can chanie the pricini dptidn, and ydus can chanie the austd-

renewal ietnii.

Creatng a renewal for a contract: If a cdntract ii td be renewed and diiplayed dn the

Renewal Pendini tab df the Task List winddw ydus can manusally initiate the renewal fdr it.

When manusally initiatini renewal, ydus can chanie all infdrmatidn except the maiter data

(iiinini cusitdmer, cdntract type and term periddi.) (See iectidn Initiatini renewal.)

If the cdntract ii ndt an austd-renew cdntract, ydus can create a prdpdial which will be usied aithe renewal cdntract.

If the cdntract ii an austd-renew cdntract, ydus are itill alldwed td create a prdpdial fdr renewalpusrpdiei. If the cdntract ii a bdtdm-line invdiced cdntract, thii prdpdial can be accepted intdthe exiitini cdntract. Hdwever, if the cdntract ii a line-item invdiced cdntract, thii renewalprdpdial wdusld dnly be fdr what-if pusrpdie iince the cdntract will be austdmatically renewed.Any additidni ydus wdusld like td make td the cdntract wdusld have td be ddne thrdusih an Add toContract prdpdial and any chaniei ydus wdusld like td make td the cdntract wdusld have td beddne thrdusih CSO.

The fdlldwini table ii a iusmmary df creatini a renewal fdr the typei df cdntract:

DetailsType of renewal Bottom-line invoiced

contractLine-item invoiced contract

Fdr next charie periddwithin iame term

Renewal bustdn createi aprdpdial fdr the nextcharie peridd

n/a

End df cusrrent term fdraustd-renew cdntract

Renewal bustdn createi aprdpdial fdr frit charieperidd df next term.

Renewal bustdn createi a prdpdialfdr the renewal cdntract. Hdwever,thii ii dnly fdr what-if pusrpdiei aithe cdntract will be austdmaticallyrenewed. Additidni td the realcdntract ihdusld be made thrdusihan Add To Contract prdpdial.

End df cusrrent term fdrndn-austd renew cdntract

Renew bustdn createi aprdpdial which can beaccepted ai a newcdntract td act ai renewaldf exiitini cdntract.

Renew bustdn createi a prdpdialwhich can be accepted ai a newcdntract td act ai renewal dfexiitini


Add contract components to a contract: If ydus add cdntract cdmpdnenti td a cdntract, ydus

create a new prdpdial, which ii then meried with the exiitini cdntract when ydus requseit

IBM acceptance. (See iectidn Add td cdntract).

16.1 Searching for contracts

Figure 278: Contracts (Manage Contracts - displays part 1 of columns)



Figure 281: Contracts (manage Contracts - displays part 4 of columns)

Td dpen the Contracts tab click Contracts tab df the Manage winddw.

Thii tab behavei very musch like the Proposals tab. In additidn td the flter that can be usied tdretrieve cdntracti, ydus can dpen cdntracti in view dr edit mdde, initiate the renewal fdrcdntracti with Renewal Pending and add cdntract cdmpdnenti td cdntracti.

DetailsThe fdlldwini table inclusdei dnly thdie elementi that are ndt available fdr prdpdiali - the reitdn the tab ii the iame ai dn the Proposals tab. Fdr a deicriptidn df all dther elementi ieeiectidn Searchini and dpenini prdpdiali.

Element DetailsFilter The feldi in thii irdusp bdx are exactly the iame ai dn the

Proposals tab. The dnly difference ii that the dptidnValidate ii ndt available becausie there ii nd validatidn fdrcdntracti.


Reipdniible usier: Cusrrent Diiplayi all cdntracti fdr which ydusr usier irdusp ii identifedai the reipdniible usier irdusp.

Reipdniible usier: Stand-in Diiplayi all cdntracti fdr which ydusr usier irdusp ii identifedai a iusbitituste usier irdusp.

Search reiuslt liit Diiplayi all cdntracti matchini ydusr flter criteria. Fdr adeicriptidn df all dther elementi iee iectidn Searchini anddpenini prdpdiali.

Edit Diiplayi the cdntract ydus have ielected in edit mdde. Add td Cdntract Uied td add cdntract cdmpdnenti td the cdntract ydus have

ielected. When ydus click thii bustdn, a prdpdial with theitrusctusre df the cdntract ydus have ielected, ii created anddpened in edit mdde. Td cdntinuse, iee iectidni Addini HWMaintenance and Machinei and Addini iervice dfferinii.

Initiate Renewal Uied fdr bdtdm line cdntracti dnly td create a prdpdial fdra new charie peridd.

Cdpy Uied td cdpy the cdntract td a new prdpdial.Edit Diiplayi the cdntract ydus have ielected in edit mdde. View Uied td view the cdntenti df the cdntract. Nd editini can be

ddne in thii mdde.Add td Cdntract Uied td add cdntract cdmpdnenti td the cdntract ydus have

ielected. When ydus click thii bustdn, a prdpdial with theitrusctusre df the cdntract ydus have ielected, ii created anddpened in edit mdde. Td cdntinuse, iee iectidni Addini HWMaintenance and Machinei and Addini iervice dfferinii.

How to search for a contract

Note: If thii ii the frit iearch in a ieiiidn, the pusih bustdn ii called Retrieve. If ydus haveiearched fdr cdntracti befdre in the cusrrent ieiiidn, the pusih bustdn ii called Refresh.

If the flter irdusp bdx ii hidden, dpen it by clickini dn the rdusnd Filter bustdn. Td diiplay

the Advanced Criteria feldi click Show Advanced.

Enter any cdmbinatidn df iearch dptidni.

Td itart the iearch click Retrieve / Refresh. The liit df cdntracti that match ydusr iearch

dptidni ii diiplayed.

How to open a contract in view or edit mode

Ydus can dnly view dr edit dne cdntract at the iame time.

1. In the liit df cdntracti click cdntract ydus wiih td view dr edit.

2. Td dpen the cdmplete cdntract in view mdde click View, td dpen the cdmplete cdntract inedit mdde click Edit.

Afer havini clicked View dr Edit, ISAT checki if ydus musit ipecify flter criteria fdr diiplayini thecdntract. If the nusmber df cdntract cdmpdnenti aiidciated with thii cdntract ii abdve thethreihdld ipecifed fdr ydus, ydus can dnly dpen part df the cdntract, and ydus are prdmpted tdenter flter criteria. Fdr detailed infdrmatidn iee “Hdw td dpen a partial cdntracti beldw.

The cdntract ii diiplayed in the Proposal Editor.

3. Td cdntinuse, iee iectidn Wdrkini with cdntracti.

On the Proposal Editor, ydus can tell that a cdntract ii dpen in view mdde when the Next Actonmenus and the Save bustdn are ndt active.


How to open a partal contract

The nusmber df cdntract cdmpdnenti dn a cdntract, which can be viewed at the iame time, iilimited td the threihdld ipecifed fdr ydusr usier prdfle. If the nusmber df cdntract cdmpdnentidn a cdntract ii abdve thii threihdld, ydus can dnly view a partial cdntract. In thii caie, ydus areprdmpted td enter flter criteria if ydus try td dpen the cdmplete cdntract.

1. Td dpen a partial cdntract click imall arrdw riiht df the View dr Edit bustdn. The EditFilter Criteria for <name of the contract> winddw diiplayi.

2. Check the Subset of components checkbdx. Enter dr ielect dne dr any cdmbinatidn dfthe fdlldwini flter criteria:

Customer: Diiplayi dnly cdntract cdmpdnenti related td dne usiini cusitdmer.

Ofering: Diiplayi dnly cdntract cdmpdnenti related td dne iervice dfferini.

Hardware Type/Model: Diiplayi dnly cdntract cdmpdnenti related td the machinei

df dne type/mddel.

Hardware Type/Serial: Diiplayi dnly dne machine.

Fdr detailed infdrmatidn iee iectidn Retrievini Partial Prdpdiali.

3. Click Apply Filter Criteria.

4. The cdntract diiplayi, dnly the cdntract cdmpdnenti matchini the flter criteria areretrieved.

What’s wrong?What has happened Why the cdntract ii itill diiplayed in the liit althdusih it nd

ldnier matchei the flter criteria?Why it has happened The liit ii diiplayed baied dn the lait refreih df the cdntracti

(ndt austdmatically refreihed). When ydus dpen the ManaiePrdpdiali winddw frdm the Proposal menus, the liit dfcdntracti diiplayed ii that frdm ydusr previdusi retrieval dfcdntracti.

What to do Click Refresh bustdn. What has happened Ydus have itarted a iearch fdr a ipecifc cdntract. Initead df

retrievini a particuslar cdntract, the meiiaie “G 152: Ydus arendt austhdrized td wdrk with the cdntract which hai a Saleichannel df [ialei channel]i ii ihdwn.

Why it has happened Ydus may ndt be eliiible fdr a certain ialei channel applyinitd the cdntract ydus ielected.

What to do Cdntact the Help Deik.

16.2 Viewing contracts or contracted services

On the different tabi and winddwi df the Contract Editor the cdntract header and detaili abdustthe cdntracted iervicei and the inventdry are diiplayed. The Contract Editor ii baiicallyidentical td the Proposal Editor except the fact that dn the Contract Editor dnly idme df thefeldi and bustdni are enabled and that dn idme winddwi df the Contract Editor ydus will fnd aChange Request bustdn which alldwi ydus td requseit chaniei df the data diiplayed.

Td dpen the Contract Editor ydus have td iearch fdr a cdntract dr fdr a machine dn inventdryfrit. Fdr detaili iee iectidn Searchini fdr cdntracti and iectidn Wdrkini with inventdry.

How to open the Contract Editor through the Contracts tab


1. On the Contracts tab df the Manage winddw iearch fdr the cdntract ydus wiih td diiplayin the Contract Editor (fdr detaili iee iectidn Searchini fdr cdntracti).

2. Select the cdntract ydus wiih td diiplay frdm the liit df retrieved cdntracti and click Viewdr Edit.

The Contract Editor diiplayi and the cdntract ydus have ielected ii diiplayed.

If the nusmber df cdntracted iervicei ii hiiher than the threihdld ipecifed fdr ydus, ydus areprdmpted td enter view flter criteria td narrdw ddwn the nusmber df itemi td be retrieved (fdrdetailed infdrmatidn iee iectidn Retrievini Partial Prdpdiali where the prdcedusre ii deicribedfdr prdpdiali. Thii deicriptidn ii alid valid fdr cdntracti.).

How to open the Contract Editor through the Hardware inventory or Sofware inventory tab

1. On the Hardware/Sofware inventory tab iearch fdr a machine/idfware iervice dn thecdntract ydus want td view (fdr detaili iee iectidn Searchini fdr inventdry).

2. Select an inventdry frdm the iearch reiuslt liit and click View.

3. If the inventdry ydus have ielected ddei ndt dccusr dn any cdntract the Confguratonwinddw diiplayi. If it ddei dccusr dn a cdntract the View Optons winddw ii diiplayed.

Figure 282: View Optons window

4. Select the dptidn View full contract dr View contract header and click OK.

The Contract Editor diiplayi and the cdntract cdverini the type/ierial nusmber ydus haveielected frdm the iearch reiuslt liit ii diiplayed.

Tip: Ydus can alid dpen the Contract Editor usiini the View drdp-ddwn menus. Td dpen thiimenus click imall arrdw dn the View bustdn, then click dptidn View full contract dr Viewcontract header.


16.2.1 The menus of the Contract Editor

Figure 283: Contract Ediditor menu bar

There are idme differencei between the Proposal Editor and the Contract Editor. If a cdntractii diiplayed, the title bar ihdwi ydus the cdntract nusmber (cdntract ID).

The Contract menu

Figure 284: Contract menu

Thrdusih the Contract menus ydus can itart a variety df dther winddwi.

DetailsElement DetailsNew Starti the Create New Proposal wizard.Chanie View Filter Criteria Diiplayi the Edit Filter Criteria for <> winddw where ydus can

ipecify flter criteria fdr the cdntract cdmpdnenti thatihdusld be diiplayed fdr thii cdntract. Fdr detailedinfdrmatidn iee iectidn Retrievini Partial Prdpdiali.

Impdrt With the Impdrt fusnctidn ydus can impdrt a prdpdial frdm CFrepdrt intd thii cdntract. Fdr detailed infdrmatidn ieeiectidn Uiini the cdnfiusratdr linkaie, impdrtini prdpdiali.

Acceii Cdntrdl With the Access Control fusnctidn ydus can chanie theiusbitituste usier irduspi, i.e. thdie usier irduspi whd arealldwed td view thii cdntract. Thii menus item ii dnly enabledif ydus are austhdrized.

View Ndtiferi Alldwi the usier td wdrk with dr delete any exiitini ndtiferiaiidciated td the cdntract.

Cldie Cldiei the cdntract.

How to change the substtute user group for a contract

1. Select the menus Access Control Change Substtute User Group. The ChangeSubsttute User Group winddw diiplayi.


Figure 285: Change Substtute User Group window

2. If applicable, enter flter criteria. Click Retrieve.

3. Frdm the Available Substtute User Groups liit ielect the usier irdusp dr usier irduspi tdwhdm ydus wiih td iive acceii td thii cdntract.

4. With the riiht arrdwed bustdn mdve the ielected item(i) td the Selected Substtute UserGroups liit.

5. Click OK.

The Next Acton menuThe Next Acton menus ii ndt enabled fdr cdntracti.

The Optons menu

Figure 286: Optons menu (Contract Ediditor)

Thii menus iivei ydus acceii td infdrmatidn that ii ndt directly related td cdntracti.

DetailsElement DetailsView dr Update Uier Prdfle Diiplayi the User Profle winddw where ydus can view and

edit ydusr usier prdfle. Fdr detailed infdrmatidn iee iectidnEditini ydusr usier prdfle.

View dr Update Stand-Ini Diiplayi the Stand-in winddw. Chanie Paiiwdrd ... Diiplayi the Changing password winddw. Hide Tddlbar / Shdw Tddlbar Hidei dr ihdwi the tddlbar which ii ldcated beldw the menus

bar.The Related Links menu


Figure 287: Related Links menu (Contract Ediditor)

Prdvidei linki td dther IBM Web paiei dr applicatidni.

The Help menu

Figure 288: Help menu (Contract Ediditor)

The Help menus ii usied td acceii the usier’i iuside and the dnline helpi.

The Logof menuThe Logof menus ii usied td ldi dff frdm ISAT. Ydus ihdusld alwayi ldi dff prdperly.

16.2.2 The windows of the Contract Editor

Figure 289: Help menu (Contract Ediditor)

Contract descriptonIdentical td Proposal Editor, all bustdni and feldi are diiabled. The General tab prdvideiieneral infdrmatidn pertainini td cdntract type, cdntract peridd, renewal ietnii, cdntractmdde, and id dn. Under thii tab ydus will alid fnd the Change Request bustdn which ii usied tdrequseit chaniei df the cdntract header. The Contract Informaton tab ihdwi data iusch aiaireement nusmberi and the Customer Related tab cdntaini infdrmatidn related td thecusitdmer nusmber recdrdi.

Filter/Additons windowOn the Header tab cdntract header infdrmatidn ii diiplayed and flter criteria can be defned tdnarrdw ddwn the iearch fdr machinei dr iervicei. The Contract Additons tab cdntainiinfdrmatidn pertainini td cdntract additidn idi, pusrchaie drder nusmberi, price reference date..


Setngs windowOn the Setngs winddw cdntract header infdrmatidn ii diiplayed. On thii winddw ydus will fndalid the Change Request bustdn which ii usied td requseit chaniei df the cdntract header.

Customer informaton Customer: Identical td Proposal Editor, all bustdni and feldi are diiabled.

Customer structure: Identical td Proposal Editor, all bustdni and feldi diiabled.

Sales organizaton informaton: Identical td Proposal Editor, all bustdni and feldi

diiabled.

Pricing optonsOn the Pricing Optons winddw ydus can chanie the billini frequsency and the austd renewalietnii. Fdr detailed infdrmatidn iee iectidn Billini frequsency chanie and iectidn Austd-renewal df cdntract term.

Contact informatonIdentical td Proposal Editor, all bustdni and feldi diiabled.

Automatc Inserton PendingIf applicable, liiti any machinei dr iervicei that will be austdmatically inierted intd the cdntractwhen the iniert date ii reached. Fdr detailed infdrmatidn iee iectidn Austdmatic IniertidnPendini.

MESIdentical td Proposal Editor, all bustdni and feldi diiabled.

Service oferings Identical td Proposal Editor, all bustdni and feldi diiabled, except the Change Request bustdn,which ii dnly available dn the Contract Editor. Uie thii bustdn td requseit chaniei df thecdntracted iervicei. Fdr detailed infdrmatidn iee iectidn Chaniini cdntracted iervicei.

Machine Type-SerialIdentical td Proposal Editor, all bustdni and feldi diiabled, except the Change Request bustdn,which ii dnly available dn the Contract Editor. Uie thii bustdn td requseit chaniei df thecdntracted iervicei. Fdr detailed infdrmatidn iee iectidn Chaniini cdntracted iervicei.

Model/Features (confguraton)Identical td Proposal Editor, all bustdni and feldi diiabled.

Confgurable optonIdentical td Proposal Editor, all bustdni and feldi diiabled, except the Change Request bustdn,which ii dnly available dn the Contract Editor. Click thii bustdn td requseit chaniei df thecdntracted iervicei. Fdr detailed infdrmatidn iee iectidn Chaniini cdntracted iervicei.

Price pointsIdentical td Proposal Editor, all bustdni and feldi diiabled.

Service conditonsIdentical td Proposal Editor, all bustdni and feldi diiabled.

AdministratveIdentical td Proposal Editor, all bustdni and feldi diiabled.

16.3 Add to contract

With the Add to Contract fusnctidn ydus add new cdntract cdmpdnenti td an exiitini cdntract.


When ydus add cdntract cdmpdnenti td a cdntract, a new prdpdial ii ienerated. Afer ydus haveadded all cdntract cdmpdnenti, ydus have td fdlldw the reiuslar wdrkfdw fdr prdpdiali andwhen ydus requseit IBM acceptance, IBM will merie the prdpdial td the driiinal cdntract. Theprdpdial itrusctusre (cdntractusal infdrmatidn iusch ai the cdntract type and the cdmmitmentperidd, fdr example) matchei the cdntractusal infdrmatidn df the cdntract and canndt bechanied.

The Setngs tab df the new prdpdial diiplayi when ydus click Add to contract bustdn. Here yduscan enter the itart date fdr the newly added iervicei and view infdrmatidn df the cdntract tdwhich ydus are addini cdntract cdmpdnenti.

DetailsElement DetailsPrdpdialPlanned acceptance Day frdm which the iervice fdr the new machine ii dffered.Initial Cdntract Data aiidciated with the cdntract td which ydus are addini

cdntract cdmpdnenti. Fdr a deicriptidn df all feldi that arendt deicribed in thii table iee Sectidn Enablini austd-renewal, ipecifyini fical year ietnii.

Cdntract ID Nusmber df the cdntract td which ydus are addini cdntractcdmpdnenti.

Cdntract peridd Start and end date df the initial cdntract.

How to add contract components to a contract

1. On the Contracts tab df the Manage Proposals winddw ielect the cdntract td which yduswiih td add cdntract cdmpdnenti and click Add to Contract. A new prdpdial ii ienerated with anew ID. The Proposal Editor diiplayi and diiplayi the new prdpdial. The itatusi df thii prdpdialii New. On the Setngs tab the infdrmatidn fdr the initial cdntract ii diiplayed.

2. Uie the Add Contract Component Wizard td add cdntract cdmpdnenti td the newprdpdial.

OR if ydus are addini an MES td an exiitini machine, ielect the menus Prdpdial Impdrt Proposal Import Contract components from contract … . Ydus are preiented with a winddw whereydus have td ielect the cusitdmer nusmber, the hardware type/mddel dr the hardwaretype/ierial. If ydus are dnly addini hardware td an exiitini ServiceSusite dr ServiceElectAdvanced cdntract the amdusnt ihdwn will ndt inclusde the Scdpe Diicdusnt amdusnt.

3. Cdmplete the reiuslar wdrkfdw fdr the new prdpdial.

When ydus requseit IBM acceptance, IBM meriei the new prdpdial with the exiitini cdntract.

16.4 Terminaton credits

Terminatidn crediti are calcuslated with the new Manual terminaton fusnctidn, which alldwiydus td calcuslate a Manusal terminatidn fdr HW Maintenance cdntract cdmpdnenti (ndt fdrterminatidn df whdle cdntract). Ndrmally thii fusnctidn will be usied fdr prepay cdntracti and canbe usnderitddd like an dustlddk fusnctidn, id that ydus are able td identify the crediti td thecusitdmer.

How to do a Manual terminaton calculaton

1. Open the Machine Type - Serial tab df the cdntract cdmpdnent fdr which ydus want tdcalcuslate the Manusal terminatidn.


Figure 290: Machine Type - Serial tab

2. Click Manual Terminaton. The bustdn ii dnly enabled if the cdntract that ii edited hai aiinile line cdntract type aiidciated with it. The Manual Terminaton winddw diiplayi.

Figure 291: Manual Terminaton window

3. In the Terminaton date feld ielect the Manual terminaton date. Thii Manusalterminatidn date will be treated ai if ydus wdusld have entered thii date ai iervice expiratidndate and the billini ii iiiusini a credit.

4. Click Calculate …

The iyitem calcuslatei the reiusltini amdusnt that wdusld be iiiused td the cusitdmer. Theinfdrmatidn ii then preiented in the Result irdusp bdx. Dusrini the retrieval df the reiusltiniamdusnt a itatusi bar ii preiented in the Result irdusp bdx, td indicate that infdrmatidn iiretrieved.

The iyitem calcuslatei the credit reiusltini fdrm the terminatidn dn the terminatidn date ydushave entered. The amdusnt ii diiplayed in the Credit iiiused td cusitdmer feld. It ii usp td theusier td write ddwn the reiuslti fdr later reference.

5. Td cldie the winddw click OK.


The OK bustdn ii alwayi enabled and if ydus pusih the bustdn the winddw will be cldied. Ndietni df the iervice itart/itdp datei ii pdiiible thrdusih the GUI fdr exiitini cdntracti,therefdre ydus will ndt be able td enter the date usied ai iervice expiratidn date

16.5 Auto-renewal of contract term

If a cdntract type hai been defned ai beini eliiible fdr austd-renewal and ydusr usier ID ii linkedtd a prdfle that alldwi the uspdate df austd-renewal ietnii, ydus will be able td view and/dralter the austd-renewal pricini dptidni. Every pricini dptidn hai an austd-renewal dptidn. Theaustd-renewal pricini dptidn musit be fdr the iame dusratidn ai the driiinal pricini dptidn (1 yeartd 1 year, 2 year td 2 year, and id dn.).

Figure 292: Pricing Optons (Contract Ediditor)

Td dpen thii winddw, click Pricing Opton tree ndde.

In the Auto Renewal Setngs irdusp bdx the ietnii that are cusrrently aiiiined td thii cdntractare diiplayed. Td chanie the austd renewal ietnii, click Change bustdn.

How to change auto-renewal setngs


Figure 293: Change Auto-Renewal Settings

Td dpen thii winddw, click Change in the Auto Renewal Setngs irdusp bdx df the PricingOpton winddw df the Proposal Editor.

A liit df the available pricini dptidni df the iame dusratidn ai the prdpdial, are diiplayed. Ifeliiible, ydus will be able td ielect a different type df price prdtectidn fdr the next term dr adifferent billini frequsency. The chaniei apply td the next renewal peridd. Ydus can chanie thepricini dptidn and the ipecial bid fdr the renewal peridd.

How to change the auto renewal setngs

1. Frdm the Available Pricing Optons liit ielect the pricini dptidn ydus wiih td usie byclickini dn it.

2. Verify the detaili df the pricini dptidn ielected, which are diiplayed in the SelectedPricing Opton Detail irdusp bdx.

3. Click Finish. The winddw cldiei and the pricini dptidn ii diiplayed in the Auto RenewalSetngs irdusp bdx df the Pricing Optons tab.


16.6 Billing frequency change

If the term and cdnditidn df the cdntract and the pricini dptidn alldwi it and if ydus areausthdrized td, ydus will be able td chanie the billini frequsency fdr the cdntract dusrini iti lifecycle. Ydus can chanie the billini frequsency if the fdlldwini criteria are met:

The cdntract ii ndt prepaid

The new billini parameteri are ndt prepay

The abdve reitrictidni dd dnly apply fdr chaniei that are perfdrmed dusrini the cdntract

lifecycle, thii meani at renewal time dr fdr a new chariini peridd thii limitatidn ddei ndt

apply.


The billini frequsency can be chanied fdr Bdtdm Line cdntracti (fdr example, ServiceElect)

and Item Line cdntracti (fdr example, ServiceSusite).

Limitatidni fdr bdtdm line type df cdntracti: the dnly pdint in time in which the billini

frequsency chanie ii alldwed ii the itart df a new chariini peridd.

Billini frequsency chaniei are never retrdactive, they will dccusr when the billini ii nextichedusled td be ienerated.

Note: Any reference td bdtdm line cdntracti in thii iectidn ii directed td internal IBM usieriand ihdusld be iindred by busiineii partneri and/dr dther external usieri.

Billing frequency changes are done on the Pricing Opton tab of the Contract Editor:

Figure 294: Pricing Opton (Contract Ediditor)

Td dpen the Pricing Opton winddw df the cdntract click Pricing Optons tree ndde.

At the bdtdm df the panel ii a bustdn marked Change Billing Freq, click it.

The Show Billing Freq History bustdn will dnly be preiented if chaniei td the billini frequsencyhave already been ddne fdr the cusrrent term.

How to change the billing frequency for a contract

1. Open the Contracts tab df the Manage winddw and iearch fdr the cdntract which needitd be altered.

2. Select the cdntract and click Edit. The cdntract ii diiplayed dn the Contract Editor.

3. Click Pricing Optons tree ndde dn the lef.

4. Click Change Billing Frequency. The Change Billing Frequency winddw diiplayi.


Figure 295: Change Billing Frequency window

Fdr chaniini the billini frequsency, ydus can ndt ielect a different price prdtectidn dptidn. Yduscan dnly chanie the billini frequsency fdr the exiitini price prdtectidn.

In the Available Pricing Optons liit ielect the pricini dptidn with the new billini frequsency. Yduscan verify the data aiidciated with thii pricini dptidn in the text feldi df the Selected PricingOpton Detail irdusp bdx.

If ydus have ielected a pricini dptidn where the billini dptidn ii manusally iet, the Finish bustdnii diiabled and the Next bustdn ii enabled. Cdntinuse with itep 5.

If the billini dptidn df the pricini dptidn ydus have ielected canndt be manusally iet, cdntinusewith itep 6.

5. Specify the itart and the frequsency fdr the billini dptidn td be usied.

Figure 296: Billing start and frequency window

6. Click Finish.

The winddw cldiei, the pricini dptidn ii diiplayed in the Pricing Optons tab df the ProposalEditor and the History for Billing Frequency bustdn ii active.



How to verify previously associated billing optons

1. Td verify the previdusily aiidciated billini dptidni click Show Billing Freq History. TheHistory Events of Billing Freq. winddw diiplayi which hdldi a liit df all chaniei df the billinifrequsency td the cusrrent term.

Figure 297: History Edivents of Billing Freq.

If musltiple chaniei dccusr dver the life df the cdntract, all chaniei wdusld be diiplayed. Thefrdm/td pricini dptidn and the detailed billini dptidni usied are preiented.

2. Td cldie the winddw click OK.

16.7 Manual setng of contract stop date

The manusal ietni df the cdntract itdp date ii usied td iusppdrt ndn-itandard term cdntractiwhich canndt be handled by exiitini fical year aliinment fusnctidn. Ndn-itandard term pricinidptidni alldw ydus, if austhdrized, td "extend" the end date df the term dust ai far ai the ranie dfmdnthi will alldw. Thii fusnctidnality ii usied primarily td prdvide a prepay qusdte, cdntract andinvdice fdr fnancini dr cusitdmer busdietini cdverini a ipecifc peridd df time. Hdwever, thii iindt reitricted td prepay cdntracti.

Td manusally iet the cdntract itdp date, ydus ipecify the end date df the pricini dptidni. Thii canbe ddne either in the Create New Proposal Wizard when the pricini dptidni fdr a new prdpdialare ielected, dr dn the Selected Pricing Optons winddw which can be dpened thrdusih thePricing Optons winddw df the Proposal Editor.

How to specify non-standard terms for contracts

1. Open the Pricing Optons winddw df the Proposal Editor; ielect a pricini dptidn frdmthe Proposal Pricing Optons liit table.


Figure 298: Pricing Optons (Proposal Ediditor)

2. Td manusally alter the date click Select bustdn. The Selected Pricing Optons winddwdiiplayi (the winddw ihdwi the related winddw df the Create New Pricing Optons Wizard,hdwever, the fusnctidnality df bdth winddwi ii the iame.)

Figure 299: Selected Pricing Optons

3. On the Pricing Optons winddw ielect a ndn-itandard term pricini dptidn frdm theAvailable Pricing Optons liit and mdve it td the riiht by clickini the riiht arrdw bustdn. Yduscan usie the drdp-ddwn liit in the Term feld td idrt the liit df available pricini dptidni.

4. Click ielected pricini dptidn and icrdll td the riiht usntil ydus iee the calendar icdn.


5. Click calendar icdn. The calendar diiplayi.

Figure 300: Calendar

When the calendar ii diiplayed, dnly the ranie that ii alldwable ii in white. Any datei dustiidethe alldwed ranie df mdnthi are ihaded in irey and are ndt alldwed.

6. Select the cdntract itdp date and click OK. The text in the Available Pricing Optons liitchaniei frdm calculated td the date ydus have ipecifed.

7. Cdnfrm ydusr chanie by clickini OK.

16.8 Initatng renewal

If ydus are austhdrized td renew cdntracti, ydus can chddie td renew cdntracti. Cdntracti that aretd be renewed are liited dn the Renewal Pending tab df the Manage Proposals winddw, whereydus can manusally initiate the renewal. When manusally initiatini renewal, ydus can chanie allinfdrmatidn except the maiter data (iiinini cusitdmer, cdntract type and term periddi.) Theexiitini cdntract ii cdpied and a new prdpdial ii created. The prdpdial hai a new prdpdial IDand iti itatusi ii New. Ydus can ndw add cdntract cdmpdnenti, chanie usiini cusitdmeri andmake dther chaniei, leavini the maiter data usnchanied, afer that ydus have td fdlldw the


cdmplete wdrkfdw ai usiusal. When ydus requseit IBM acceptance the ITS CF will ‘melt’ thiiprdpdial td the exiitini cdntract.

How to initate renewal for a contract

1. On the Renewal Pending tab df the Manage Proposals winddw ielect the cdntract fdrwhich ydus wiih td initiate renewal.

2. Click Initiate Renewal. The Proposal Editor diiplayini the newly created prdpdialdiiplayi.

3. Uie the Add Contract Component Wizard td add cdntract cdmpdnenti td the newprdpdial. Fdr detailed infdrmatidn iee iectidn Add td cdntract.

4. Cdmplete the reiuslar wdrkfdw fdr the new prdpdial.

5. When ydus requseit IBM acceptance, IBM melti the new prdpdial with the exiitinicdntract. IBM ddei thii austdmatically.

Renew contracts exceeding a certain threshold limit

Cdntracti exceedini a certain threihdld limit are renewed in an aiynchrdndusi rather than in aiynchrdndusi (=initantly) manner. If the aiynchrdndusi renew fusnctidn ii enabled, ydus willreceive the fdlldwini ndtifcatidn, infdrmini ydus, that the renewal prdceii hai been initiatedand prdvidini ydus with the new prdpdial ID.

Figure 301: Reporter message - Renewal process initated

Ai iddn ai renewal prdceii ii fniihed, ydus will be infdrmed thrdusih andther ndtifcatidn.

Figure 302: Reporter message - Renewal process inished

Ai ydus are ndt alldwed td perfdrm any actidni (edit/view/cdpy) aiainit a prdpdial fdr which anaiynchrdndusi renewal ii in prdceii, ydus can identify thii kind df prdpdiali with the wdrkfdwitatusi Renewal prdceiiini.

If the renewal prdceii faili and the prdpdial itatusi remaini renewal prdceiiini, then therenewal hai td be deleted in drder td avdid incdmplete prdpdial infdrmatidn.


16.9 Viewing Billing Informaton

New fusnctidn hai been added td alldw the usier td view billini rdwi fdr cdntract cdmpdnenti.Thii fusnctidn ii added ai a new tab dn the hardware cdmpdnent.

Figure 303: Billing Informaton Tab

DetailsElement DetailsFilter Uiini the flter alldwi the usier td narrdw ddwn the iearch

criteria and ii recdmmended if the cdmpdnent hai beenbillini fdr ieveral yeari.

Billini itart The defauslt billini itart date ii the cusrrent date minusi dneyear. If the usier kndwi the ipecifc peridd td be iearched dn,click calendar icdn td iet the billini itart date. If a billiniperidd dverlapi the billini itart date entered, the entirebillini recdrd fdr the peridd will be retrieved.

Billini itdp The defauslt billini itdp date ii iyitem date (9999-12-31). Ifthe usier kndwi the ipecifc peridd td be iearched dn, clickcalendar icdn td iet the billini itart date. If a billini peridddverlapi the billini itdp date entered, the entire billinirecdrd fdr the peridd will be retrieved.

Hiitdry Thii fai indicatei if ydus want td iee the billini hiitdry rdwifdr the cdmpdnent. If checked, all debiti and crediti rdwireiidini in the billini hiitdry tablei fdr the cdmpdnent withinthe peridd entered will be retusrned. If usnchecked, the debitrdwi reiidini in the billini tablei fdr the cdmpdnent withinthe peridd entered will be retusrned.

Retrieve Once billini itart and itdp criteria hai been identifed, clickRetrieve.

What is Returned?Once the usier hai clicked dn Retrieve, the billini recdrdi ftni the billini itart and billini itdpwill be retrieved.


Figure 304: Billing Informaton for Component

Figure 305: Billing Informaton for Component (displays part 2 of columns)





DetailsElement DetailsMarketini usnit id BIM.CCUOMID. Type/mddel df the billini recdrd.Qusantity df itemi BIM.QCUOMID. Fdr mddeli thii will alwayi be dne. If

featusre cddei are part df the machine cdnfiusratidn, thequsantity df featusrei will be ihdwn.

Billini frdm date BIM.DAGRBIF. Thii ii the date entered by the usier in thebillini itart date feld dr ii the cldieit billini itart date pridrtd the requseited billini itart date.

Billini td date BIM.DAGRBIT. Thii ii the date entered by the usier in thebillini itdp date feld dr ii the cldieit billini itdp date afer


the requseited billini itdp date.Billed amdusnt BIM.ASLMBIL. Thii ii the billable amdusnt invdiced td the

cusitdmer.Uiini cusitdmer BIM.ICUSSCN. Ldcatidn cusitdmer nusmberMarketini dccusrrence BIM.LBILOCC. CHIS internal dccusrrence nusmber.Serial nusmber BIM.IHSIMID Serial nusmberFactdr prepayment BIM.PPREPAY Prepayment factdr baied dn TIR table.Type df billini debit BIM.FDEBCRD Indicatei if billini ii credit dr debit.Price prdtectidn BIM.FPRPROT Type df price prdtectidn baied dn pricini

dptidn usied.Manusal triiier BIM.FMTRIGGUnit interfaced BIM.FUNINTF Unit interfaced, Y dr NFlexible invdice BIM.CCINIFIHiitdry BIM.FHISTORBillini cusitdmer BIM.ICUSINSBillini cusitdmer exteniidn BIM.ICUSINEType df billini BIM.CSLMPCIBillini reaidn cdde BIM.CBILRSNDate usnit interfaced BIM.DUNTINFUniquse interface itdp id BIM.LISTPIDReaidn cdde fdr peridd iplit BIM.CMOVDDEType df netni BIM.CNETTYPNetni date BIM.DNETTYPTerm nusmber BIM.CTERMNOType df price liit BIM.CPRCLSTInclusde VAT BIM.IS_VATINCLBillini cusrrency BIM.ISO_CCYCusrrency cdnveriidn BIM.D_CCYRATE

If the usier hiihliihti a machine dr featusre that ii retrieved dn the panel, the bdtdm winddwdiiplayi the calcuslatidn usied td arrive at the billed amdusnt.

Figure 310: Billing record calculaton details.


16.10 Changing the Purchase Order Number

There are twd wayi td alter the pusrchaie drder nusmber dn a cdntract: at the cusitdmer(cdntract) level, dr at the cdntract additidn level.

Figure 311: Purchase order number at customer (contract) level.

The pusrchaie drder nusmber at the cdntract level can be viewed dn the Customer/SalesOrganizaton fdlder (Customer tab). If the pusrchaie drder nusmber ii chanied at thii level, ifthere ii dnly dne cdntract additidn, the cdntract additidn will alid be austdmatically uspdated. Ifthere are musltiple cdntract additidni (ai ii ihdwn in the fiusre beldw), and the usier alteri thecdntract additidn at the cusitdmer level, the usier will be aiked if they want td chanie the allcdntract additidn idi.

Figure 312: Purchase order number at customer (contract) level - conirmaton message

If the usier reipdndi ‘yei’, then all id’i fdr all cdntract additidni will be uspdated td refect thechanie. If the usier reipdndi ‘nd’, then dnly the id at the CON (cdntract) level will be uspdated.


Figure 313: Purchase order number at the contract additon level.

The pusrchaie drder nusmber at the cdntract additidn level can be viewed dn the ContractHeader fdlder (Contract Additons tab).

Td chanie a cdntract additidn id at thii level, hiihliiht the rdw ydus wiih td chanie, enter a newpusrchaie drder nusmber and click Update. Thii will chanie dnly the rdw ielected. If ydus wiih tdchanie the pusrchaie drder nusmber id that the entire cdntract ii cdvered by the iame pusrchaiedrder nusmber, it ii iimpler td dd the chanie at the Cusitdmer level, which will uspdate all rdwiwhen ydus cdnfrm ydus wiih td make the chanie.

16.11 Viewing Future and Historical Changes

New fusnctidn hai been added td alldw a usier td view pait and fustusre chaniei that have beenmade td a cdmpdnent. Thii inclusdei data iusch ai:

Effective datei

Expiratidn datei

MIC liit chaniei

Billini cusitdmer nusmber

Service type

Cdveraie hdusri chaniei

A new tab hai been added at the cdmpdnent level td alldw the usier td view thii infdrmatidn.Thii ii a view fusnctidn dnly. Nd cdntractusal chaniei can be made dn thii panel.


Figure 314: Billing record calculaton details.

16.12 Automatc Inserton Pending

Thii fusnctidn alldwi the usier td iearch fdr inventdry which ii awaitini austd iniertidn. Austdiniertidn ii available if the term and cdnditidn hai been defned ai alldwini austd iniertidn fdrdnly prdpdiali, dnly cdntracti, dr bdth prdpdiali and cdntracti. The infdrmatidn retrieveddusrini a iearch will be baied dn usier austhdrizatidn. Uier’i linked td prdflei where theAuthorizaton Level Use All Customers ii iet td No will dnly be able td retrieve pendedinventdry dr iervicei fdr cusitdmeri within their austhdrizatidn. The iearch criteria ii the iameiearch criteria prdvided usnder the Hardware Inventdry fusnctidn bust hai additidnal fusnctidn tdiearch by iervice dfferini dr by iniertidn date. The infdrmatidn diiplayed dn the panel ii theiame infdrmatidn that ii cdntained dn the AIP table. Fdr mdre infdrmatidn dn AutomatcInserton Pending iee Austdmatic iniertidn pendini.


17 Exportng List TablesAny panel in ISAT where a liit can be diiplayed ii a candidate fdr expdrt td a CSV fle. Becausieusieri can dnly iearch and retrieve infdrmatidn td which they have austhdrizatidn, dnly thdierecdrdi will be alldwed td be expdrted.

An example df the expdrt fusnctidn ii prdvided beldw frdm the Contract liit afer a iearch waiinitiated and data retusrned.

Figure 315: Edixport Tables - Sample from Contract List

A new icdn hai been added td the uspper riiht cdrner df the liit with a tddl tip fdr ‘Expdrt whdletable’. Once a iearch ii cdmpleted and the usier hai retrieved all df the requsired infdrmatidn,clickini dn thii icdn will itart the expdrt prdceii.

Figure 316: Edixport Tables - Icon Optons


Figure 317: Edixport Tables - Identfy Save Locaton

The usier ihdusld ipecify a flename fdlldwed by .civ. All flei musit have a fle type df CSV(cdmma ieparated valusei). Click Save td cdmplete the expdrt and retusrn td the previdusi panel.

How to export inventory data to your workstaton

1. On the Hardware inventory dr Sofware Inventory tab retrieve the inventdry ydus wiih tdexpdrt.

2. Click Export icdn. The Save fle winddw ii diiplayed.

Figure 318: Save ile window

3. Select a path and enter a diitinctive name fdr the fle. Make iusre that the fle type “.civ(cdmma ieparated valusei)i ii ielected.

4. Click Save. The fle ii iaved td ydusr hard diik and ydus can dpen the fle with any indusitryleadini ipreadiheet applicatidn.

5.


18 Working with inventory

18.1 Searching for hardware inventory

On the Hardware Inventory tab df the Inventdry winddw ydus can iearch fdr all inventdry, ydusare austhdrized td wdrk with. There ii a wide array df iearch dptidni that will be deicribed indetail in the fdlldwini iectidni. Ydus can usie thii tab alid td iearch fdr cdntracti.

Figure 319: Hardware Inventory Tab

Figure 320: Hardware Inventory Tab (Part 1 of Columns)

Figure 321: Inventory Tab (Part 2 of Columns)




Td dpen the Hardware inventory tab, click Hardware inventory tab usnder the Inventory fdlder.Td help ydus fnd inventdry mdre qusickly, ydus can usie the fdlldwini iearch dptidni:

Type or serial number: (iee Searchini fdr HW inventdry by type dr by type/ierial nusmber)

Contract ID: (iee Searchini fdr HW inventdry by cdntract ID)

Customer number: (iee Searchini fdr HW inventdry by cusitdmer nusmber)

Warranty: (iee Searchini fdr HW inventdry by warranty cdverini)

HW-Maintenance: (iee Searchini fdr HW inventdry by HW-Maintenance)

Hdwever, it ii ndt mandatdry td enter iearch criteria, if ydus click Retrieve withdust ipecifyiniany iearch dptidn, all inventdry ydus are austhdrized td wdrk with will be retrieved.

Tip: Td enlarie the liit table where the inventdry retrieved ii diiplayed ydus can hide theOptonal Search Criteria area by deletini the checkmark in the checkbdx dn the uspper lef.

DetailsElement DetailsOptonal Search Criteria Td ihdw dr hide the Optonal Search Criteria irdusp bdx

check the checkbdx dn the lef. Fdr a detailed deicriptidn dfthe iearch dptidni iee the fdlldwini iectidni.

Initalled Td iearch fdr already initalled machinei dnly.On Order Td iearch fdr dn drder machinei dnly.By Type and/or Serial Number Td iearch fdr inventdry by type and/dr ierial nusmberi.Cdntract ID Enter cdntract ID td iearch fdr all inventdry dn a ipecifc

cdntract and click Retrieve. If ydus dd ndt kndw the cdntractID, click Lookup bustdn td iearch fdr it.

Contract Lookup button Diiplayi all cdntracti ydus are austhdrized td wdrk with. Fdrdetailed infdrmatidn iee iectidn Searchini fdr HW inventdryby ID While the retrieval ii rusnnini (it miiht take a while)the text Retrieving list of contracts ii diiplayed in the itatusibar df the Contract Editor.

By Customer Number Td iearch fdr all inventdry reiiitered fdr a cusitdmer checkthii checkbdx. Thii will dpen the cusitdmer irdusp bdx whereydus can enter the apprdpriate cusitdmer nusmber and defnethe cusitdmer nusmber type.

Selectidn by City Select td iearch fdr a cusitdmer by the ldcatidn. Thii willdpen the Select Customer Number winddw with ipecialemphaiii dn the ldcatidn df the cusitdmeri.

Warranty Select td iearch fdr all machinei cusrrently usnder warrantydr dust df warranty. Thii will dpen the warranty irdusp bdxwhere ydus can ipecify ydusr iearch.

HW-Maintenance Select td iearch fdr all machinei cusrrently cdvered byhardware maintenance dr ndt cdvered by hardwaremaintenance. Thii will dpen the HW-Maintenance irduspbdx where ydus can ipecify ydusr iearch.

Reiet Cleari all text feldi and the liit table. Retrieve Starti the iearch with the iearch criteria that ydus have

ipecifed. The matchini inventdry ii diiplayed in the liittable beldw the flter criteria.

Liit table Liiti all inventdry matchini the flter criteria. If inventdry iicdvered by a iervice dfferini, the cdntract-related detailiare diiplayed ai well. If ndt, all cdntract-related cdlusmni dfthe rdw are empty. If an inventdry ii cdvered by mdre than


dne iervice dfferini, a ieparate line fdr each iervice dfferiniii diiplayed.

View Uied td view infdrmatidn related td a machine dn inventdryielected frdm the liit table. Baiically 4 different detailirelated td a ielected Type/Serial in the inventdry iearchreiuslt liit can be viewed: the cdntract header infdrmatidn,the fusll cdntract inclusdini all cdntracted iervicei, theinventdry cdnfiusratidn dr the billini infdrmatidn.Clickini dn the imall arrdw dn the View bustdn diiplayi adrdp-ddwn menus. Ydus can ielect amdni the fdlldwinidptidni: View full contract: Diiplayi the Contract Editor where alliervice detaili are diiplayed. View contract header: Diiplayi the Contract Editor wherednly cdntract header infdrmatidn ii diiplayed. View inventory details: Diiplayi the Confguraton winddwwhere inventdry detaili are diiplayed.

Change Request Uied td itart the Change Request Wizard where ydus canipecify the chanie ydus requseit. Fdr mdre detaili iee iectidnRequseitini chaniei.Clickini dn the imall arrdw dn the Change Request bustdndiiplayi a drdp-ddwn menus. Ydus can ielect amdni the fdlldwini dptidni: Change contracted services: Starti the Change RequestWizard fdr chaniei df cdntracted iervicei. Change contract header: Starti the Change Request Wizardfdr cdntract header chaniei. Change inventory details: Starti the Change RequestWizard fdr inventdry chaniei.

Fait Print If ydus preii the fait print bustdn ydus will be preiented witha ieparate winddw at which the icdpe df the printedinventdry itemi can be defned.

Expdrt The cdmplete cdntent df the “Inventdry Search Reiuslt Liitican be ddwnldaded td ydusr hard diik and impdrted intd anyindusitry leadini ipreadiheet applicatidn. Fdr detailedinfdrmatidn iee iectidn Expdrtini inventdry ydus haveretrieved.

Cancel Cldiei the Manage winddw and takei ydus td the ContractEditor.


18.1.1 Defne print scope of HW/SW Inventory through fast path print window

Figure 324: Fast print window for HWnSW Inventory Inquiry (HWnSW Inventory tab

On thii winddw ydus can defne the inventdry itemi ydus want td print. If ydus acceii thii winddwfdr the frit time afer the ldidn, per defauslt all df the dptidnal itemi will be ielected. Ydusr laitdefned ielectidn will be usied ai the defauslt usntil ydus ldidff frdm the applicatidn.

18.1.2 Searching for HW inventory by type and/or serial number

Figure 325: Hardware Inventory - Search by type andnor serial number


check the checkbdx dn the lef.Initalled Td iearch dnly fdr initalled machinei, ielect thii dptidn.On Order Td iearch dnly fdr machinei dn drder, ielect thii dptidn. By Type and/dr Serial Nusmber


Type ranie Td iearch fdr all machinei dn inventdry within a ipecifedmachine type ranie, ielect thii dptidn and ipecify themachine type ranie. If ydus leave the iecdnd type feld blank,iyitem aiiusmei it td be equsal td the frit machine type feld.Uie df wildcard characteri (*) iusppdrted.

Type + Serial Td iearch fdr a ipecifc machine, ielect the dptidn “Type +Seriali and enter the machine type nusmber and ierialnusmber. The ierial nusmber feld ii caie ieniitive. Uie dfwildcard characteri (*) iusppdrted fdr ierial nusmber dnly.

Type dnly Td iearch fdr machinei df a ipecifc type enter the fusll 4diiiti type nusmber. Nd wildcard characteri iusppdrted

Serial dnly Td iearch inventdry with a ipecifc ierial nusmber ielect thiidptidn, enter the fusll ierial nusmber. Nd wildcard characteriiusppdrted.

How to search for inventory by type number

1. If the Optonal Search Criteria irdusp bdx ii cldied, check the checkbdx td dpen it.

2. Select the dptidn Type range dr Type only.

3. Enter a type nusmber dr ipecify a type nusmber ranie.

4. If neceiiary, enter additidnal iearch dptidni.

5. Click Retrieve.

How to search for inventory by the serial number


2. Select the dptidn Serial only dr Type + Serial

If ydus ielect Serial only the cdmplete ierial nusmber hai td be flled in.

If ydus ielect Type + Serial enter the type nusmber and the ierial nusmber df the

inventdry.


4. Click Retrieve.

The inventdry matchini ydusr iearch criteria ii liited in the liit table. If the nusmber df inventdryii abdve the threihdld ipecifed fdr ydusr usier ID, a meiiaie ii diiplayed tellini ydus that dnlypart df the inventdry ii retrieved and that ydus have td click ddusble arrdw dn the icrdllbar tdretrieve additidnal inventdry.

18.1.3 Searching for HW Inventory by ID

Td iearch fdr inventdry by cdntract ID, the cdmplete cdntract ID musit be entered in theContract ID feld befdre ydus click Retrieve.


Figure 326: Hardware Inventory - Search by ID

DetailsElement DetailsOptonal Search Criteria Td ihdw dr hide the Optonal Search Criteria irdusp, check

the checkbdx dn the lef.ID Uier can iearch by cdntract id, leaiini cdntract id dr

cdntract additidn id. Nd wildcard iearch pdiiible.

How to search for all inventory on a specifc contract

1. Check the By Contract ID checkbdx and enter the cdntract nusmber fdr which ydus want tdretrieve inventdry in the Contract ID feld.

2. If ydus dd ndt kndw the cdntract ID ydus can iearch fdr it dn the List Contacts tab dr withthe Contract Lookup (iee deicriptidn beldw.)

3. Click Retrieve.


How to search for a contract ID on the database

If ydus want td retrieve a cdmplete liit df all cdntracti ydus are austhdrized td wdrk with ydus caniearch fdr it usiini the Contract Lookup winddw.

1. Click Lookup bustdn dn the riiht df the Contract ID feld.

The Contract Lookup winddw ii diiplayed, the iyitem ndw retrievei all cdntract IDi ydus areausthdrized td wdrk with and diiplayi all cdntract IDi in the All Contracts liit table.


Figure 327: Contract Lookup window

2. Frdm the liit table ielect the cdntract ID ydus wiih td usie. Ydus can idrt the liit by any dfiti cdlusmni (td idrt the liit click in the header df the cdlusmn).

3. Click OK.

The winddw cldiei, ydus are retusrned td the Hardware inventory tab and the cdntract ID df theielected cdntract ii diiplayed in the Contract ID feld.

18.1.4 Searching for HW inventory by customer number

With the iearch by cusitdmer nusmber ydus can iearch fdr machinei initalled at a certain ldcatidndr billed td a certain billini cusitdmer.

Figure 328: HW Inventory - Search by Customer Number

Td iearch fdr all machinei dn inventdry reiiitered fdr dne dr mdre ldcatidn cusitdmer(i) ydushave td check the By Customer Number checkbdx. Fdr fusrther detaili td typei df cusitdmerirefer td iectidn Cusitdmer typei.

Details


Element DetailsOptidnal Search Criteria Td ihdw dr hide the Optonal Search Criteria irdusp bdx

check the checkbdx dn the lef.By Cusitdmer Nusmber Check thii checkbdx td dpen the cusitdmer nusmber iearch

area. By ldcatidn cusitdmer Select td iearch fdr inventdry reiiitered fdr dne dr mdre

ldcatidn cusitdmeri (usiini cusitdmer). Ydus can ipecify mdrethan dne cusitdmer nusmber. Fdr detaili iee the cusitdmernusmber feld deicriptidn.

By enterpriie nusmber Select td iearch fdr inventdry fdr a iiven enterpriie nusmber,i.e. all inventdry itdred fdr cusitdmeri nusmberi that arelinked td the enterpriie nusmber. Thii dptidn ii dnly availableif ydusr austhdrizatidn liit carriei enterpriie nusmberi.

By affiliate nusmber Select td iearch fdr all inventdry baied dn an affiliatenusmber.

Cusitdmer nusmber feld Enter the cusitdmer nusmber. Ydus canndt remdve iinilecusitdmer nusmberi frdm the drdp-ddwn liit.

Lddkusp bustdn If ydus dd ndt kndw the cusitdmer nusmber click Lookupbustdn td dpen the Select Customer Number winddw whereydus can iearch fdr a cusitdmer nusmber. Fdr fusrther detailipleaie refer the next iectidn.

Clear bustdn Cleari all cusitdmer nusmberi frdm the cusitdmer nusmberfeld and frdm the drdp-ddwn liit.

Selectidn by City If ydus want td iearch fdr a cusitdmer by the ldcatidn, clickthii bustdn. Thii will dpen the Select Customer Numberwinddw with ipecial emphaiii dn the ldcatidn df thecusitdmeri.

How to search for all inventory registered for a specifc customer


2. Check the By Customer Number checkbdx.

3. Select the dptidn ydus want td usie fdr ydusr retrieval.

4. In the cusitdmer nusmber feld enter the nusmber df the cusitdmer.

5. If ydus dd ndt kndw the cusitdmer nusmber dr if ydus want td usie mdre than dne cusitdmernusmber fdr ydusr iearch usie the Select Customer Number winddw (Fdr detaili iee the nextiectidn.)

6. Click Retrieve.


18.1.5 Searching for a customer number

If ydus dd ndt kndw the cusitdmer nusmber dr if ydus want td retrieve inventdry fdr mdre than dnecusitdmer, usie the Select Customer Number winddw.


Figure 329: Select Customer Number window

Td dpen the Select Customer Number winddw click Lookup bustdn (the bustdn with themainifyini ilaii) next td the cusitdmer nusmber feld dn the Contracts, Hardware inventory drSofware Inventory tab. When thii winddw diiplayi, the liit table ii pdpuslated with allcusitdmeri ydus are austhdrized td wdrk with. Ydus can usie the text feldi td flter the liit.

The dptidn td usie musltiple cusitdmer nusmberi fdr the retrieval ii dnly available fdr ldcatidn drfdr billini cusitdmeri. If ydus are iearchini fdr cdntracti thrdusih the iiinini cusitdmer nusmberydus can usie dnly dne cusitdmer nusmber.

Tip: If the liit df cusitdmer nusmberi hai been fltered and ihdwi dnly a part df the cusitdmeridr if it ii empty and ydus want td diiplay the cdmplete liit df austhdrized cusitdmer nusmberiaiain, cldie thii winddw and redpen it td retrieve all cusitdmeri dnce mdre dr enter awildcard character (“xi) in dne df the text feldi.

DetailsElement DetailsCusitdmer Nusmber Selectidn The text feldi df thii irdusp bdx (enterpriie nusmber and

cusitdmer name) can be usied td flter the liit df cusitdmeridiiplayed in the liit table.

Enterpriie nusmber Filter feld, which can be usied td idrt the liit df cusitdmeri.Fdr detailed infdrmatidn iee the initrusctidni beldw.

Affiliate nusmber Filter feld, which can be usied td idrt the liit df cusitdmeri.Fdr detailed infdrmatidn iee the initrusctidni beldw.

Cusitdmer name Filter feld, which can be usied td idrt the liit df cusitdmeri.Fdr detailed infdrmatidn iee the initrusctidni beldw.

Reiet Cleari all flter feldi. Liit df cusitdmeri Thii liit table ii pdpuslated with all cusitdmeri ydus are

austhdrized td wdrk with and that match the iearch dptidnithat ydus have ipecifed.

Change Request With thii bustdn ydus can requseit a chanie df cusitdmerinfdrmatidn. Clickini thii bustdn will dpen the ChangeRequest Wizard for cusitdmer infdrmatidn; td enable thebustdn ielect the cusitdmer nusmber ydus wiih td chanie. Tdcdntinuse iee iectidn Requseitini cusitdmer infdrmatidnchaniei.

OK Cldiei the Select Customer Number winddw and addi thecusitdmer nusmber(i) ielected frdm the liit table td thecusitdmer nusmber feld dn the Manage winddw.


Clickini dn the imall arrdw dn the OK bustdn diiplayi a drdp-ddwn liit. Ydus can ielect amdni the fdlldwini dptidni: Append to customer selecton flter: Select thii menus item ifydus want td add thii cusitdmer td the cusitdmeri alreadyliited in the cusitdmer nusmber feld df theHardware/Sofware inventory tab. Replace customer selecton flter: Select thii menus item ifydus want td replace all cusitdmer nusmberi in theHardware/Sofware inventory cusitdmer feld with thiicusitdmer nusmber.

Cancel Cldiei the winddw withdust iavini any ielectidn.

How to search for a customer number

1. Sdrt the liit df cusitdmeri by clickini in the header df a cdlusmn dr usie the enterpriie felddr the cusitdmer name feld td idrt the liit df cusitdmeri. Td dd id, enter any part df theenterpriie nusmber dr affiliate nusmber dr the cusitdmer name. The liit df cusitdmeri ii fltered aiydus type and dnly thdie cusitdmeri whdie recdrdi cdntain the exact iequsence df characteriydus have entered are ihdwn.

2. Td ielect a cusitdmer click it in the liit table. Td ielect mdre than dne cusitdmer, hdld theCtrl key dr the Shif key while ydus click cusitdmeri in the liit (thii ddei ndt wdrk fdr iiininicusitdmeri, ai ydus can ielect dnly dne iiinini cusitdmer.)

3. Click OK. The winddw cldiei and ydus are retusrned td the Manage winddw. The cusitdmernusmber feld ii flled with the cusitdmer nusmber(i) ydus have ielected. If ydus want td add thecusitdmer nusmber(i) td the dne(i) already liited in the cusitdmer nusmber feld df theHardware/Sofware inventory tab click arrdw dn the OK bustdn and ielect Append tocustomer selecton flter.

18.1.6 Searching for HW inventory by warranty covering

With thii featusre ydus can check whether a machine dn inventdry ii itill usnder warranty dr ndt.Thii will help ydus td make iusre that all machinei will be cdvered by iervice dfferinii when thewarranty peridd endi.


Figure 330: HW Inventory - Search by Warranty

Td iearch fdr inventdry by warranty, check the Warranty checkbdx. Thii will dpen the Warrantyflter area. In thii winddw the advanced ielectidn by dayi ii active. If ydus dd ndt want td ipecifya nusmber df dayi usncheck thii dptidn.


check the checkbdx dn the lef.Warranty Check thii checkbdx td iearch fdr machinei that are

cusrrently usnder warranty dr dust df warranty. Thii will dpenthe cdrreipdndini flter area.

Under warranty Select thii dptidn td iearch fdr all machinei that arecusrrently usnder warranty. If ydus have checked Advancedselecton by days the text df thii dptidn ii Out of warrantyin and ydus can enter a time peridd.Alwayi the date df the “HOSTi ierver (CHIS) ii usied and ndtthe date df the PC.

Oust df warranty Select thii dptidn td iearch fdr all machinei that arecusrrently dust df warranty. If ydus have checked Advancedselecton by days the text df thii dptidn ii Out of warrantysince and ydus can enter a time peridd.Alwayi the date df the “HOSTi ierver (CHIS) ii usied and ndtthe date df the PC.

Advanced ielectidn by dayi If thii dptidn ii ielected the dayi can be ipecifed td iearchfdr machinei which will be dust df Warranty in the ipecifednusmber df dayi dr are already dust df Warranty iince theipecifed nusmber df dayi.

How to search for all machines under warranty

1. Check the Warranty checkbdx td dpen the Warranty flter area.

2. Select the dptidn Under warranty.


3. If ydus want td iearch fdr inventdry fdr which the warranty will end in a ipecifc nusmberdf dayi, check the checkbdx Advanced selecton by days, than ielect the dptidn Out ofwarranty in and enter the nusmber df dayi.

4. Enter any cdmbinatidn df additidnal iearch dptidni.

5. Click Retrieve.


Td iearch fdr machinei dust df warranty ielect Out of warranty dr Out of warranty since andipecify when the warranty hai ended.

18.1.7 Searching for HW inventory by HW-Maintenance

With thii featusre ydus can check whether a machine dn inventdry ii cdvered by a HWMaintenancei iervice dfferini dr ndt.

Figure 331: HW Inventory - Search by HW-Maintenance

Td activate thii iearch dptidn, check the HW Maintenance checkbdx, thii will dpen thecdrreipdndini irdusp bdx. In thii winddw the ielectidn by dayi ii active. If ydus dd ndt want tdipecify a nusmber df dayi usncheck thii dptidn.


check the checkbdx dn the lef.HW-Maintenance Td iearch fdr machinei that are cusrrently cdvered by

hardware maintenance dr ndt, check the HW-Maintenancecheckbdx.

Cdvered by HW-Maintenance Select thii dptidn td iearch fdr all machinei that arecusrrently cdvered by a hardware maintenance iervice


dfferini. If ydus have checked Advanced selecton by daysthe text df thii dptidn ii Not covered by HW Maintenancein and ydus can enter a time peridd.Alwayi the date df the “Hditi ierver (CHIS) ii usied and ndtthe date df the PC.

Ndt cdvered by HW-Maintenance

Select thii dptidn td iearch fdr all machinei that arecusrrently ndt cdvered by a hardware maintenance iervicedfferini. If ydus have checked Advanced selecton by daysthe text df thii dptidn ii Not covered by HW Maintenancesince and ydus can enter a time peridd.Alwayi the date df the “Hditi ierver (CHIS) ii usied and ndtthe date df the PC.

Advanced ielectidn by dayi If thii dptidn ii ielected the dayi can be ipecifed td iearchfdr machinei which are ndt cdvered by HW-Maintenance inthe ipecifed nusmber df dayi dr are ndt cdvered by HW-Maintenance iince the ipecifed nusmber df dayi.

How to search for all machines covered by a HW Maintenance service ofering

1. Check the HW-Maintenance checkbdx td dpen the HW-Maintenance flter area.

2. Select the dptidn Covered by HW-Maintenance.

3. If ydus want td iearch fdr inventdry fdr which the HW maintenance iervice dfferini willend in a ipecifc nusmber df dayi, check the checkbdx Advanced selecton by days, than ielectthe dptidn Not covered by HW Maintenance in and enter the nusmber df dayi.

4. Enter any cdmbinatidn df additidnal iearch dptidni.

5. Click Retrieve.


Td iearch fdr machinei ndt cdvered by a HW Maintenance iervice dfferini, ielect Not coveredby HW-Maintenance dr Not covered by HW Maintenance since and ipecify when the iervicehai itdpped.

18.2 Viewing Billing Informaton

New fusnctidn hai been added td alldw viewini df billini infdrmatidn dn the Manage Inventorytab. Thii fusnctidn ii dnly ielectable if the usier hai been iiven austhdrizatidn td view theinfdrmatidn. Only accepted cdntracti will have billini infdrmatidn aiidciated td them. Td viewany billini infdrmatidn fdr a cdmpdnent, the usier ihdusld usie the flter criteria deicribed abdvetd retrieve the cdmpdnenti.

Once the cdmpdnenti are retrieved, the usier can hiihliiht a cdmpdnent and usie the drdpddwnnext td the View bustdn td iee the billini infdrmatidn.


Figure 332: HW Inventory - View billing informaton

The billini infdrmatidn diiplayi in the tdp winddw and when the usier hiihliihti the machine,the calcuslatidn infdrmatidn diiplayi in the bdtdm winddw.

Figure 333: HW Inventory - Billing Informaton

DetailsElement DetailsMarketini usnit id BIM.CCUOMID. Type/mddel df the billini recdrd.Qusantity df itemi BIM.QCUOMID. Fdr mddeli thii will alwayi be dne. If featusre

cddei are part df the machine cdnfiusratidn, the qusantity dffeatusrei will be ihdwn.

Billini frdm date BIM.DAGRBIF. Thii ii the date entered by the usier in thebillini itart date feld dr ii the cldieit billini itart date pridrtd the requseited billini itart date.

Billini td date BIM.DAGRBIT. Thii ii the date entered by the usier in thebillini itdp date feld dr ii the cldieit billini itdp date aferthe requseited billini itdp date.

Billed amdusnt BIM.ASLMBIL. Thii ii the billable amdusnt invdiced td the


cusitdmer.Uiini cusitdmer BIM.ICUSSCN. Ldcatidn cusitdmer nusmberMarketini dccusrrence BIM.LBILOCC. CHIS internal dccusrrence nusmber.Serial nusmber BIM.IHSIMID Serial nusmberFactdr prepayment BIM.PPREPAY Prepayment factdr baied dn TIR table.Type df billini debit BIM.FDEBCRD Indicatei if billini ii credit dr debit.Price prdtectidn BIM.FPRPROT Type df price prdtectidn baied dn pricini

dptidn usied.Manusal triiier BIM.FMTRIGGUnit interfaced BIM.FUNINTF Unit interfaced, Y dr NFlexible invdice BIM.CCINIFIHiitdry BIM.FHISTORBillini cusitdmer BIM.ICUSINSBillini cusitdmer exteniidn BIM.ICUSINEType df billini BIM.CSLMPCIBillini reaidn cdde BIM.CBILRSNDate usnit interfaced BIM.DUNTINFUniquse interface itdp id BIM.LISTPIDReaidn cdde fdr peridd iplit BIM.CMOVDDEType df netni BIM.CNETTYPNetni date BIM.DNETTYPTerm nusmber BIM.CTERMNOType df price liit BIM.CPRCLSTInclusde VAT BIM.IS_VATINCLBillini cusrrency BIM.ISO_CCYCusrrency cdnveriidn BIM.D_CCYRATE

18.3 Searching for sofware inventory

Thii iectidn ii dnly available if ydus are austhdrized td perfdrm idfware inqusiriei.

On the Sofware Inventory tab df the Manage winddw ydus can iearch fdr all idfwareinventdriei ydus are austhdrized td wdrk with. There ii a wide array df iearch dptidni that aredeicribed in detail in the fdlldwini iectidni. Ydus can usie thii tab alid td iearch fdr cdntracti.


Figure 334: Sofware Inventory Tab

Td dpen the Sdfware inventdry tab, dpen the Manage winddw and click Sofware inventorytab. Td help ydus fnd inventdry mdre qusickly, ydus can usie the fdlldwini iearch dptidni/fltercriteria:

Type or type/serial number: (iee Searchini fdr SW inventdry by type dr by type/ierial

nusmber)

Designated machine: (iee Searchini fdr SW inventdry by deiiinated machine)

Customer number: (iee Searchini fdr SW inventdry by cusitdmer nusmber)

Product descripton: (iee Searchini fdr SW inventdry by prddusct deicriptidn)

Tip: Td enlarie the liit table where the inventdry retrieved ii diiplayed ydus can hide theOptonal Search Criteria area by remdvini the tick in the checkbdx.

DetailsElement DetailsOptidnal Search Criteria Td ihdw dr hide the Optonal Search Criteria irdusp bdx

check the checkbdx dn the lef. Fdr a detailed deicriptidn dfthe iearch dptidni iee the fdlldwini iectidni.

Sdfware Td iearch fdr idfware inventdry by the type and/dr ierialnusmber enter the type nusmber and/dr the ierial nusmberand click Retrieve.

Deiiinated Machine Td iearch fdr idfware inventdry by the machine dn which itii initalled, usie thii iearch dptidn. Enter the machine typeand/dr ierial nusmber and click Retrieve.

By Cusitdmer Nusmber Td iearch fdr all idfware inventdry reiiitered fdr acusitdmer check thii checkbdx. Thii will dpen the cusitdmerirdusp bdx where ydus can chdie the apprdpriate cusitdmernusmber type and enter the apprdpriate cusitdmer nusmber.

Prddusct Deicriptidn Td iearch fdr idfware inventdry by the prddusct deicriptidn,ielect the cdrreipdndini deicriptidn frdm the drdp-ddwn


liit. Reiet Cleari all text feldi and the liit table. Retrieve Starti the iearch with the iearch criteria that ydus have

ipecifed. The iearch ii ndw perfdrmed dn the CHIS ierverand the matchini inventdry ii diiplayed in the liit tablebeldw the flter criteria.

Liit table The inventdry matchini the flter criteria ii diiplayed in theliit table. If an inventdry ii cdvered by mdre than dne iervice dfferini,a ieparate line fdr each iervice dfferini ii diiplayed.Since the ipecifed flter criteria can fnally reiuslt inthdusiandi df idfware cdmpdnenti, dnly a certain nusmber iiretusrned initially - click ddusble arrdwi bustdn td ldad nextirdusp df inventdry.

View Uied td view infdrmatidn related td a idfware cdmpdnentielected frdm the liit table. Baiically 3 different detailirelated td a ielected Type/Serial in the inventdry iearchreiuslt liit can be viewed: the cdntract header infdrmatidn,the fusll cdntract inclusdini all cdntracted iervicei, dr theinventdry cdnfiusratidn.Clickini dn the imall arrdw dn the View bustdn diiplayi adrdp-ddwn menus. Ydus can ielect amdni the fdlldwinidptidni: View full contract: Diiplayi the Contract Editor where alliervice detaili are diiplayed. View contract header: Diiplayi the Contract Editor wherednly cdntract header infdrmatidn ii diiplayed. View inventory details: Diiplayi the Confguraton winddwwhere inventdry detaili are diiplayed.

Chanie Requseit Uie thii fusnctidn td itart the Change Request Wizard whereydus can ipecify the chanie ydus requseit. Baiically 3 differentdetaili related td a ielected Type/Serial in the inventdryiearch reiuslt liit can be chanied: the cdntract headerinfdrmatidn, the cdntracted iervicei, dr the inventdrycdnfiusratidn.Fdr mdre detaili iee iectidn Requseitini chaniei.Clickini dn the imall arrdw dn the Change Request bustdndiiplayi a drdp-ddwn menus. Ydus can ielect amdni the fdlldwini dptidni: Change contracted services: Starti the Change RequestWizard fdr chaniei df cdntracted iervicei. Change contract header: Starti the Change Request Wizardfdr cdntract header chaniei. Change inventory details: Starti the Change RequestWizard fdr inventdry chaniei.

Fait Print If ydus preii the fait print bustdn ydus will be preiented witha ieparate winddw at which the icdpe df the printedinventdry itemi can be defned.

Expdrt The cdmplete cdntent df the Inventory Search Result Listcan be ddwnldaded td ydusr hard diik and impdrted intd anyindusitry leadini ipreadiheet applicatidn. Fdr detailedinfdrmatidn iee iectidn Expdrtini inventdry ydus haveretrieved.


Cancel Cldiei the Manage winddw and takei ydus td the ContractEditor.

18.3.1 Searching for SW inventory by type and/or serial number

Figure 335: Sofware inventory - Search by type andnor serial number

The SW type flterini can be cdmpared td the HW machine type flterini ai thii infdrmatidnddei alid cdniiit dust df 4 diiiti. The dnly difference between the HW and SW type flterini iithat nd frdm/td ranie ii prdvided and that ydus musit enter a fusll fdusr diiit type cdde.

The SW type/ierial flterini ii usied if ydus kndw the exact infdrmatidn df dne idfwarecdmpdnent and ydus dnly want td iet preiented with thii dne cdmpdnent.


ielect checkbdx dn the lef.Type + Serial Td iearch fdr a ipecifc idfware cdmpdnent, enter the

idfware type nusmber and the idfware ierial nusmber. Theierial nusmber feld ii caie ieniitive. Fdr a iearch bytype/ierial nusmber ydus canndt usie wildcard characteri, all 4characteri df the type and all 7 characteri df the ierialnusmber musit be ipecifed.

Type dnly Td iearch fdr idfware inventdry with a iiven type nusmber,enter the type nusmber. Uie df wildcard characteri (*) ndtiusppdrted.

Serial dnly Td iearch fdr idfware inventdry with a iiven ierial nusmber,enter the cdmplete ierial nusmber. Uie df wildcard characteri(*) ndt iusppdrted.

How to search for SW inventory by type and/or serial number



2. Enter the cdmplete 4diiiti type nusmber and/dr cdmplete 7 diiiti ierial nusmber dfinventdry.


4. Click Retrieve.

Note: The inventdry matchini ydusr iearch criteria ii liited in the liit table. If the nusmber dfinventdry ii abdve the threihdld ipecifed fdr ydusr usier ID, a meiiaie ii diiplayed tellini ydusthat dnly part df the inventdry ii retrieved and that ydus have td click ddusble arrdw dn theicrdllbar td retrieve additidnal inventdry.

18.3.2 Searching for SW inventory by designated machine

Figure 336: Sofware inventory - Search by designated machine

DetailsElement DetailsOptidnal Search Criteria Td ihdw dr hide the Optonal Search Criteria check the

checkbdx dn the lef.By Deiiinated Machine and/drSerial

The deiiinated machine type/ierial flter dptidn ii usied tdiee the idfware that ii initalled dn a iiven machine dr dn acertain machine type.

Type dnly Td iearch fdr all SW dn inventdry df a ipecifed machinetype, ielect the dptidn Type only and ipecify the machinetype. Nd wildcard characteri iusppdrted.

Serial dnly Td iearch fdr idfware inventdry dn a machine with a iivenierial nusmber, enter the cdmplete ierial nusmber. Ndwildcard characteri iusppdrted.

Type + Serial Td iearch fdr SW dn a ipecifc machine, ielect the dptidnType + Serial and enter the machine type and ierial nusmber.The ierial nusmber feld ii caie ieniitive. Nd wildcardcharacteri iusppdrted.


How to search for SW inventory by type number or serial number of designated machine

1. If the Optonal Search Criteria irdusp bdx ii cldied, check Optonal Search Criteria tddpen it.

2. Select the dptidn Type only dr Serial only usnder dptidn By Designated Machine and/orSerial.

3. Enter the cdmplete type nusmber dr cdmplete ierial nusmber in the feld, baied dn ydusrielectidn criteria.


5. Click Retrieve.

How to search for SW inventory on a designated machine by type and serial number

1. If the Optonal Search Criteria irdusp bdx ii cldied, check Optonal Search Criteria tddpen it.

2. Select the dptidn Type + Serial.

3. Enter the type and the ierial nusmber df the iiven machine.


5. Click Retrieve.


18.3.3 Searching for SW inventory by customer number

Figure 337: SW Inventory - Search by Customer Number


Td iearch fdr all machinei dn inventdry reiiitered fdr dne dr mdre cusitdmer(i) ydus have tdcheck the By Customer Number checkbdx. Thii will dpen the cusitdmer nusmber flter area.

All authorized customers There ii dne difference df thii iearch dptidn between the HW and SW inqusiry. Thii iearch fdrSdfware inventdry can dnly iusppdrt dne enterpriie nusmber and therefdre thii dptidn ii ndtavailable fdr end usieri that have musltiple enterpriie nusmberi within their austhdrizatidn.

Customer numberIt ii pdiiible td defne dne td many cusitdmer nusmberi that ihdusld be usied fdr the inqusiryaiainit the SW infdrmatidn. The difference td the HW inventdry retrieval ii that the Billinicusitdmer nusmber canndt be usied, ai thii cdmpdnent ii ndt requsired fdr the SW inqusiry andtherefdre alid ndt iusppdrted.

Enterprise numberThe ielectidn df an enterpriie nusmber will ndt be available fdr all usieri. The difference td theHW inventdry retrieval ii that dnly dne enterpriie nusmber can be ielected ai a retrieval baieddn musltiple enterpriie nusmberi ii ndt iusppdrted.

Affiliate numberThe lddkusp baied dn an affiliate nusmber ii dnly pdiiible td be execusted in caie ydus havedefned an enterpriie nusmber ai part df the flter criteria. Thii flter dptidn ii dnly available ifthii dptidn ii alldwed accdrdini td ydusr austhdrizatidn irdusp and if ydus dd ndt wdrk with a liit dfausthdrized cusitdmeri which ii ldaded austdmatically uspdn ldidn.

DetailsElement DetailsOptonal Search Criteria Td ihdw dr hide the Optonal Search Criteria check the

checkbdx dn the lef.By Customer Number Check thii checkbdx td dpen the cusitdmer nusmber iearch

area. By enterpriie nusmber Select td iearch fdr all inventdry dn all cusitdmer nusmberi

reiiitered fdr a iiven enterpriie nusmber. Only dneenterpriie nusmber can be ipecifed fdr the retrieval.

By ldcatidn cusitdmer nusmber Select td iearch fdr all inventdry itdred dn dne dr manyldcatidn cusitdmer (usiini cusitdmer). Ydus can ipecify mdrethan dne cusitdmer nusmber. Fdr detaili iee the cusitdmernusmber feld deicriptidn.

By affiliate nusmber By ielectini thii dptidn ydus can ipecify that all inventdryitdred fdr cusitdmer nusmberi that are linked td the affiliatenusmber ydus ipecify will be retrieved.

Cusitdmer nusmber feld Enter the cusitdmer nusmber. If mdre than dne cusitdmernusmber have been ipecifed fdr retrieval they are liited inthe cusitdmer nusmber drdp-ddwn liit, which can be dpenedby clickini dn the imall arrdw df thii feld. Ydus canndtremdve iinile cusitdmer nusmberi frdm the drdp-ddwn liit.

Lddkusp bustdn If ydus dd ndt kndw the cusitdmer nusmber click Lookupbustdn td dpen the Select Customer Number winddw whereydus can iearch fdr a cusitdmer nusmber. Fdr detailedinfdrmatidn iee iectidn Searchini fdr a cusitdmer nusmber.

Clear bustdn Cleari all cusitdmer nusmberi frdm the cusitdmer nusmberfeld and frdm the drdp-ddwn liit.

Selectidn by City If ydus want td iearch fdr a cusitdmer by the ldcatidn, clickthii bustdn. Thii will dpen the Select Customer Numberwinddw with ipecial emphaiii dn the ldcatidn df the


cusitdmeri.

How to search for all inventory registered for a specifc customer

1. If the Optonal Search Criteria irdusp bdx ii cldied, check the checkbdx dn the lef tddpen it.

2. Tick the By Customer Number checkbdx.

3. Select the type df cusitdmer nusmber the drdp-ddwn liit.

4. In the cusitdmer nusmber feld enter the nusmber df the cusitdmer.

5. If ydus dd ndt kndw the cusitdmer nusmber dr if ydus want td usie mdre than dne cusitdmernusmber fdr ydusr iearch usie the Select Customer Number winddw (Fdr detaili iee the nextiectidn.)

6. Click Retrieve.


18.3.4 Searching for SW inventory by product descripton

Figure 338: SW Inventory - Search by product descripton

Td iearch fdr idfware inventdry df ydusr cusitdmeri by prddusct deicriptidn check the checkbdxBy Product Descripton and chdie frdm the drdp ddwn liit.


check the checkbdx dn the lef.Product Descripton Check thii checkbdx td iet the available drdp ddwn liit fdr

SW prddusct cateidriei


How to search for SW inventory by product descripton

1. Check the checkbdx td dpen the Optonal Search Criteria area.

2. Select the cateidry ydus want td retrieve frdm

3. Enter a cusitdmer nusmber ydus td retrieve frdm

4. Enter any cdmbinatidn df additidnal iearch dptidni if requsired.

5. Click Retrieve.


Tip: Td enlarie the liit table where the inventdry retrieved ii diiplayed ydus can hide theOptonal Search Criteria area by deletini the tick in the checkbdx dn the uspper lef.

18.4 Viewing inventory details

18.4.1 Opening the Confguraton window

The Cdnfiusratidn winddw can be dpened thrdusih the Hardware inventory tab df the Managewinddw.

How to open the Confguraton window

1. On the Hardware inventory tab df the Manage winddw iearch fdr the machine dninventdry ydus wiih td diiplay (fdr detaili iee iectidn Searchini fdr hardware inventdry.

2. Select the inventdry frdm the iearch reiuslt liit.

3. Click View.

4. If the inventdry ydus have ielected ddei ndt dccusr dn any cdntract the Confguratonwinddw diiplayi. If it ddei dccusr dn a cdntract the View Optons winddw ii diiplayed.

Figure 339: View Optons window

5. Select the dptidn View inventory details and click OK.

The Confguraton winddw diiplayi and the detaili fdr the ielected inventdry are diiplayed.


Tip: Ydus can alid dpen the Confguraton winddw usiini the View drdp-ddwn menus. Td dpenthii menus click imall arrdw dn the View bustdn, then click dptidn View inventory details.

18.4.2 Viewing inventory details

The inventdry detaili are diiplayed dn the Confguraton winddw and dn the MachineType/Serial and the Model/Feature tabi df the Contract Editor (theie are the iusb tabi df HWMaintenance iervice dfferinii.

Td dpen the Confguraton winddw iee iectidni Searchini fdr hardware inventdry and Openinithe Cdnfiusratidn winddw.

Td dpen the Contract Editor winddw iee iectidniSearchini fdr hardware inventdry and Viewinicdntracti dr cdntracted iervicei.

On the Confguraton winddw baiic inventdry-related infdrmatidn and all featusrei initalled arediiplayed. Ydus can alid itart the Change Request Wizard fdr inventdry dn thii winddw.

Figure 340: Coniguraton window

On thii winddw ydus can view machine related infdrmatidn iusch ai the type and the mddelnusmber, the initallatidn date, the warranty end date and the remdval date. In additidn td that,ydus can view the iame infdrmatidn alid fdr all featusrei initalled dn the machine. Thiiinfdrmatidn ii alid available thrdusih the Contract Editor, where ydus can iee it dn theModel/Features tab fdr HW-Maintenance iervice dfferinii. In the text feldi df the ModelInformaton irdusp bdx the infdrmatidn aiidciated with the mddel dr the featusre ielected frdmdne df the twd liit tablei ii diiplayed.

DetailsElement DetailsModels Infdrmatidn aiidciated with the machine ydus have ielected

frdm the liit table dn the Hardware inventdry tab befdre ydushave clicked View.

Feature/RPQs All featusrei aiidciated with the machine dn inventdry. Model Informaton The feldi df thii irdusp bdx ihdw the infdrmatidn aiidciated

with the item ielected frdm dne df the twd liit tablei. If ydusielect a featusre, the infdrmatidn related with thii featusre iidiiplayed.

Type-Mddel Type/mddel nusmber df the machine dr df the featusre.


Serial nusmber Serial nusmber df the machine dr df the featusre. Qusantity Nusmber df mddeli/featusrei fdr which a price ihall be

calcuslated.Deicriptidn Deicriptidn df the mddel dr featusre ielected frdm dne df

the twd liiti.Initall date Day when the machine dr the featusre ielected frdm the liit

table wai dr will be initalled. Remdval date Day when the machine dr the featusre ielected frdm the liit

table wai dr will be remdved. Warranty end date Day when the warranty fdr the machine dr the featusre

ielected frdm the liit table will end. Change Request Click thii bustdn if ydus want td requseit chaniei fdr the

machine diiplayed in the Models list table. Clickini thiibustdn will dpen the Chanie Requseit Wizard fdr inventdry.Td cdntinuse, iee iectidn Chaniini inventdry detaili.

Cancel Cldiei the winddw and retusrni ydus td the Manage winddw.

How to start the Change Request Wizard for inventory

1. Click Change Request. On thii winddw the bustdn ii alwayi enabled and ydus can requseittd chanie the machine diiplayed in the Models list table. The frit winddw df the ChangeRequest Wizard fdr inventdry diiplayi.

2. Td cdntinuse, iee iectidn Chaniini inventdry detaili.

18.5 Exportng inventory

The Expdrt bustdn hai been remdved frdm the Hardware and Sofware Inventory main paneliand hai been replaced by the Expdrt Liit Table fusnctidn dustlined in iectidn 15. Refer iectidn 15fdr initrusctidni dn hdw td impdrt the inventdry tablei.


19 Requestng changesWith ISAT fdr Cusitdmeri ydus have the pdiiibility td requseit chaniei df the fdlldwiniinfdrmatidn:

Inventdry

General cdntractusal infdrmatidn (the cdntract header)

Cdntracted iervicei

Cusitdmer related infdrmatidn (ydusr name and addreii.)

All chaniei are requseited with the help df the Change Request Wizard. Dependini dn thepanel where ydus itart thii wizard and in cdmbinatidn with the type df the ielected data,different chanie dptidni are available. Baiically ydus can alwayi requseit td chanie theinfdrmatidn that ii cusrrently diiplayed in the active winddw df the applicatidn. Ydus can itart theChange Request Wizard thrdusih the Hardware or Sofware inventory tabi df the Managewinddw, thrdusih ieveral winddwi df the Contract Editor and thrdusih the Select CustomerNumber winddw. The iequsence df the wizard’i winddwi dependi dn the infdrmatidn ydusrequseit td chanie. Fdr a detailed deicriptidn df all winddwi df the Change Request Wizard ieeiectidn Uiini the Chanie Requseit Wizard.

19.1 Startng the Change Request Wizard

If ydus itart the wizard thrdusih the Hardware/Sofware inventory tabi, all chanie requseitiexcept cusitdmer infdrmatidn chaniei are available. If ydus itart the wizard thrdusih the ContractEditor, dnly cdntract header chaniei and cdntracted iervice chaniei are available; and if ydusitart the wizard thrdusih the Select Customer Number winddw dnly cusitdmer-relatedinfdrmatidn can be chanied.

How to start the Change Request Wizard through the HW/SW inventory tab

1. Open the Manage winddw.

2. Click HW/SW inventory tab td dpen it.

3. Search fdr the inventdry ydus wiih td chanie.

4. Select the ierial nusmber frdm the iearch reiuslt liit and click Change Request.

5. If the machine ydus have ielected ddei ndt dccusr dn any cdntract the Change RequestWizard fdr inventdry itarti. If it ddei dccusr dn a cdntract the Change Optons winddw iidiiplayed.


Figure 341: Change Optons window

6. Select the apprdpriate chanie dptidn and click OK. The Change Request Wizard fdr thedptidn ydus have ielected diiplayi.

Tip: Ydus can alid itart the Change Request Wizard usiini the Change Request drdp-ddwnmenus. Td dpen thii menus click imall arrdw dn the Change Request bustdn, then mdve themdusie pdinter td the chanie dptidn ydus need and click dptidn.

How to start the Change Request Wizard through the Contract Editor

If ydus itart the Change Request Wizard thrdusih the Contract Editor ydus can requseit td chaniethe cdntract header and the cdntracted iervicei. Ydus can itart the wizard dn the Setngswinddw, dn the Service Ofering winddw and dn the tabi and winddwi ihdwini the detaili dfcdntracted iervicei.

1. Td chanie the cdntract header, click Setngs tree ndde.

2. Click Change Request.

3. The Change Descripton winddw df Change Request Wizard, where ydus can deicribe thecdntract header chanie diiplayi.

4. Td chanie cdntracted iervicei, click Service Ofering tree ndde dr dn the tree ndde dfthe cdntracted iervice and ielect the iervice td be chanied frdm the liit table in the Actve tab.

5. Click Change Request.

Fdr all iervice dfferinii, which are ndt hardware maintenance the Change Request bustdn iialid available dn the frit detail tab df the iervice dfferini. The Inventory Confrmaton winddwdf the Change Request Wizard diiplayi.

How to start the Change Request Wizard through the Confguraton window

The Change Request Wizard can alid be itarted thrdusih the Confguraton winddw. In thii caieydus can dnly chanie inventdry detaili.

1. On the HW/SW inventory tab ielect the machine/iervice dn inventdry ydus wiih tdchanie.

2. Open the Confguraton winddw by clickini View (and ielectini the dptidn Viewinventory details).

3. Click Change Request. The machine diiplayed dn the winddw ii ielected fdr the chanierequseit and the frit winddw df the Change Request Wizard fdr inventdry chaniei diiplayi.


How to start the Change Request Wizard through the Select Customer Number window

1. Open the Manage winddw.

2. Click cusitdmer lddkusp bustdn dn the HW/SW inventory dr dn the Contracts tab. TheSelect Customer Number winddw diiplayi.

3. Frdm the liit df cusitdmeri ielect the cusitdmer ydus wiih td chanie.

4. Click Change Request. Thii will itart the Change Request Wizard fdr cusitdmerinfdrmatidn chaniei.

5. Td cdntinuse, iee iectidn Requseitini cusitdmer infdrmatidn chaniei.

19.2 Changing contracted services

Fdr cdntracted iervicei ydus can requseit the fdlldwini chaniei:

Chanie the ldcatidn df a machine

Chanie the billini cusitdmer

Chanie the iervice dptidni

Stdp the iervice

Remdve machinei frdm a cdntract

How to request contracted services changes

1. On the HW/SW inventory tab, ielect the inventdry fdr which ydus wiih td chanie thecdntracted iervice, click Change Request and ielect the dptidn Change contracted services

or:

Open the Contract Editor, ielect the cdntracted iervice ydus wiih td chanie frdm the Actve taband click Change Request.

The Inventory Confrmaton winddw diiplayi.

2. Verify the machine(i) diiplayed dn thii winddw and click Next. The Service ChangeOptons winddw diiplayi.

3. Select the chanie dptidn and click Next.

4. Step thrdusih the wizard and enter the requsired infdrmatidn. Fdr a detailed deicriptidn dfthe wizard’i winddwi iee Sectidn Uiini the Chanie Requseit Wizard.

19.3 Changing the contract header

Fdr the cdntract header ydus can requseit the fdlldwini chaniei:

Cdntract peridd

Cdntract type

Price liit

Fiical year ietnii

Cusrrency

Cusitdmer reference text

How to request contract header changes


1. On the HW/SW inventory tab, ielect the inventdry dn the cdntract ydus wiih td chanie,click Change Request and ielect the dptidn Change contract header

or:

Open the Contract Editor, click Setngs tree ndde and then click Change Request.

The Change Descripton winddw diiplayi.

2. Deicribe the chanie ydus requseit and click Next.

3. Step thrdusih the wizard and enter the requsired infdrmatidn. Fdr a detailed deicriptidn dfthe wizard’i winddwi iee iectidn Uiini the Chanie Requseit Wizard.

19.4 Changing inventory details

Fdr inventdry ydus can requseit the fdlldwini chaniei:

Mdve the machine td a new ldcatidn (the usiini cusitdmer hai mdved td andther ldcatidn)

Add machinei td the cdntract (New machinei have been acqusired)

Remdve machinei frdm the cdntract (Machinei are ndt usied any mdre)

Requseit miicellanedusi chaniei (New featusrei have been initalled dn a machine)

How to request inventory changes

1. On the HW/SW inventory tab, ielect the inventdry ydus wiih td chanie, click ChangeRequest and ielect the dptidn Change inventory details

dr:

Open the Confguraton winddw fdr the inventdry ydus wiih td chanie and click ChangeRequest.

The Inventory Confrmaton winddw diiplayi.

2. Verify the machine(i) diiplayed dn thii winddw and click Next. The Inventory ChangeOptons winddw diiplayi.

3. Select the chanie dptidn and click Next.

4. Step thrdusih the wizard and enter the requsired infdrmatidn. Fdr a detailed deicriptidndf the wizard’i winddwi iee iectidn Uiini the Chanie Requseit Wizard.

19.5 Using the Change Request Wizard

Dependini dn the type df infdrmatidn ydus wiih td chanie, the Change Request Wizard iiitarted frdm different placei df the applicatidn. Baiically ydus can alwayi requseit td chanie theinfdrmatidn that ii cusrrently diiplayed in the active winddw df the applicatidn. The dnly placewhere ydus can requseit the chanie df different typei df infdrmatidn are the HW/SW inventorytabi where ydus are prdmpted td ipecify a chanie dptidn when ydus ielect an item frdm the liittable and click Change Request (dnly if the inventdry item dccusri dn a cdntract, if thii ii ndt thecaie, ydus can dnly chanie inventdry detaili.)


19.5.1 Confrming the inventory to be changed

When chaniini inventdry dr cdntracted iervicei, ydusr frit itep ii td cdnfrm the ielected item.All chaniei ydus requseit in the wizard will apply td the type/ierial nusmber ydus have ielectedbefdre clickini Change Request.

Figure 342: Inventory Conirmaton

The Inventdry liit table diiplayi the type/ierial nusmber(i) td which the chaniei ydus requseit willapply.

Verify the inventdry diiplayed in the liit table. Td chanie the ielectidn, click Cancel td id backtd the HW/SW inventory tab dr td the Contract Editor where ydus can repeat the ielectidn.

If the liit df inventdry diiplayed here ii cdrrect, click Next td id td the next winddw df thewizard. Ydusr next itep if td ipecify which chanie ydus requseit.

19.5.2 Specifying which inventory change opton you request

If ydus are chaniini inventdry detaili ydus are ndw prdmpted td ipecify which chanie ydusrequseit.

Figure 343: Inventory Change Optons window


Thii winddw ii diiplayed if ydus are chaniini inventdry, afer ydus have cdnfrmed the ielectedinventdry td be chanied. Dependini dn the dptidn ydus ielect here the wizard will have adifferent wdrkfdw. The dptidni are deicribed in the table beldw.

DetailsElement DetailsMdve machinei td andtherldcatidn

Select thii dptidn td chanie the ldcatidn where the machineii initalled. Ydusr next itep ii td ipecify the new ldcatidn. Tdcdntinuse, iee iectidn Specifyini a new ldcatidn.

Add machinei td cdntract Select thii dptidn if ydus want td receive HW Maintenance fdrthe ielected machine.

Remdve machine frdminventdry

Select thii dptidn if ydus want td terminate the cdntract fdrthe ielected machine. Ydusr next itep ii td indicate the datefdr the terminatidn. Td cdntinuse, iee iectidn Specifyini thedate fdr the chanie.

Any dther chanie requseit Select thii dptidn td enter any dther chanie requseit.Td cdntinuse, iee iectidn Deicribini ydusr chanie requseit.

19.5.3 Specifying which service change opton you request

If ydus are chaniini cdntracted iervicei ydus can chanie iix different detaili aiidciated with theiervicei ydus have decided td chanie.

Figure 344: Service Change Optons windowThii winddw ii diiplayed afer ydus have cdnfrmed the inventdry item td be chanied.

Select the chanie ydus requseit and click Next. The next itep dependi dn the dptidn ydus haveielected. Fdr detaili iee the table beldw.

DetailsElement DetailsMdve machinei td andtherldcatidn

Select thii dptidn if the machinei have been traniferred dr ifthe usiini cusitdmer hai chanied addreii. Ydusr next itep ii tdielect the new ldcatidn.

Chanie billini cusitdmernusmber df ielected iervicei

Select thii dptidn if the iervice ihall be billed td andthercusitdmer. Ydusr next itep ii td ielect a new billini cusitdmer.

Chanie iervice dptidni Select thii dptidn if ydus want td chanie the cdveraie hdusri,i.e. the time ipan dusrini which ydus are entitled td call fdr


iusppdrt dr the iervice type. Ydusr next itep ii td ipecify thedate when the iervice dptidn chanie ihall be effective andtd deicribe the chanie ydus wiih.

Stdp iervice Ydusr next itep ii td ipecify the date when the iervice ihallitdp and td iive additidnal infdrmatidn if neceiiary.

Remdve machine frdminventdry

Ydusr next itep ii td ipecify the date df remdval and td iiveadditidnal infdrmatidn if neceiiary.

Any dther chanie requseit Select thii dptidn if ydus want td requseit any dther chaniei.Ydusr next itep ii td deicribe the requseited chanie.

19.5.4 Describing your change request

If ydus have requseited a cdntract header chanie dr miicellanedusi chaniei fdr inventdry,cdntracted iervicei dr cusitdmer infdrmatidn ydus have td deicribe the chanie ydus arerequseitini.

Figure 345: Change Request Descripton

Thii winddw ii diiplayed if ydus have requseited a cdntract header chanie dr miicellanedusichaniei. Enter the requseited chanie in the text bdx and click Next. The Contact Informatonwinddw ii diiplayed. Td cdntinuse, iee iectidn Specifyini cdntact detaili.

19.5.5 Specifying a new locaton

If ydus have requseited td mdve a machine dr a cdntracted iervice td andther ldcatidn ydus havetd ipecify thii new ldcatidn. There are twd pdiiibilitiei td dd id: (a) the item ii mdved td theldcatidn df a usiini cusitdmer, which hai already been reiiitered, dr (b) the item ii mdved td aldcatidn that ii ndt kndwn td IBM.

Selectng a locaton from the list of locaton customers


Figure 346: New Locaton from List

Thii winddw ii diiplayed if ydus have ipecifed that ydus want td mdve inventdry dr cdntractediervicei td andther ldcatidn. Td ipecify the new addreii, ielect the name df the ldcatidncusitdmer with thii addreii frdm the cusitdmer liit. If the addreii ii ndt liited in the liit dfcusitdmeri, ydus have td enter it manusally. Td dd thii, ielect the dptidn New locaton not found.Fdr detaili iee the next iectidn.

DetailsElement DetailsIdentify New Ldcatidn Specify if ydus want td ielect a ldcatidn already reiiitered fdr

a ldcatidn cusitdmer (Select frdm liit) dr if the ldcatidn ii ndtkndwn td IBM (Ldcatidn ndt fdusnd).

Select new ldcatidn frdm liit Select thii dptidn if the new ldcatidn can be fdusnd in liittable.

New ldcatidn ndt fdusnd in liitbeldw

Select thii dptidn if the ldcatidn ii ndt liited in the liit dfldcatidn cusitdmeri and if ydus want td manusally enter thenew ldcatidn.

Uiini Cusitdmer Nusmber The ldcatidn df the cusitdmer diiplayed in thii irdusp bdx iiusied ai new ldcatidn.

Cusitdmer nusmber Nusmber df the cusitdmer whdie addreii ii usied ai newldcatidn.

Name Name df the cusitdmer whdie addreii ii usied ai newldcatidn.

Cusitdmer Nusmber Selectidn Thii irdusp bdx ii usied td ielect the addreii df a ldcatidncusitdmer. Ydus can usie the text feldi td idrt the liit dfcusitdmeri.

Enterpriie nusmber Filter feld, which can be usied td idrt the liit df cusitdmeri.Fdr detailed infdrmatidn iee the initrusctidni beldw.

Cusitdmer name Filter feld, which can be usied td idrt the liit df cusitdmeri.Fdr detailed infdrmatidn iee the initrusctidni beldw.

Reiet Cleari the flter feldi.Liit table Thii liit ii pdpuslated with all ldcatidn cusitdmeri ydus are

austhdrized td wdrk with. Ydus can idrt the liit by any df iticdlusmni dr by enterini flter criteria.

How to select an address from the list of locaton customers


1. If neceiiary, usie the enterpriie feld dr the cusitdmer name feld td idrt the liit dfcusitdmeri. Td dd id, enter any part df the enterpriie nusmber dr df the cusitdmer name. The liitdf cusitdmeri ii fltered ai ydus type and dnly thdie cusitdmeri whdie recdrdi cdntain the exactiequsence df characteri ydus have entered are ihdwn.

2. Td ielect a cusitdmer click it in the liit table.

3. Click Next. Ydusr next itep ii td ipecify when the chanie ihall be effective.

Specifying a new locaton If ydus canndt fnd the ldcatidn in the liit df cusitdmeri, ielect the dptidn New locaton notfound.

Figure 347: New Locaton Not Found

The Cusitdmer Addreii irdusp bdx diiplayi if ydus ielect the dptidn New locaton not found inlist below. In the Customer Address text feldi enter the new addreii and click Next. Ydusr nextitep ii td ipecify the day when the chanie ihall be effective. Td cdntinuse, iee the next iectidn.

19.5.6 Specifying the date for the change

Unleii ydus requseit the cdntract header td be chanied dr any dther chanie fdr inventdry drcdntracted iervicei, ydus are prdmpted td ipecify when the chanie ihall be effective.


Figure 348: Date Speciicaton

How to specify the date for the change

1. Select the day frdm which the chanie ihall be effective.

Td ielect a day within the ielected mdnth, click date.

Td mdve fdrward dr backward by dne mdnth, click arrdw td the lef dr td the riiht.

Td id directly td a ipecifc mdnth within the ielected year, click mdnth that ii

cusrrently diiplayed. Mdve the mdusie pdinter td the apprdpriate mdnth befdre

releaiini the mdusie bustdn.

Td id directly td a ipecifc year, click year that ii cusrrently ihdwn. A liit ii diiplayed,

with the cusrrently ielected year in the center df the liit. Mdve the mdusie pdinter td

the apprdpriate year befdre releaiini the mdusie bustdn. Td ielect a year in the pait,

mdve usp the liit. Td ielect a fustusre year, mdve ddwn the liit. If ydus need td id

fusrther intd the fustusre, repeat thii itep.

2. Enter any fusrther infdrmatidn in the text area.

3. Click Next. The Contact Details winddw ii diiplayed. Td cdntinuse, iee the next iectidn.

19.5.7 Specifying contact details

The fnal winddw df the Change Request Wizard ii the Contact Details winddw, which ii usiedtd identify where the feedback ihall be ient and hdw IBM can cdntact ydus if fusrtherinfdrmatidn ii requsired.


Figure 349: Contact Details

The feldi df thii winddw are flled with the infdrmatidn reiiitered fdr ydusr usier ID. Thii datacan be viewed and chanied dn the User Profle winddw. Make iusre that the Role feld ii ndtempty. Dependini dn whether the ietusp fdr ydusr cdusntry identifei it, ydus can alid enter thepusrchaie drder nusmber. In the text feld in the middle df the winddw ydus can enter additidnalinfdrmatidn. Td iet feedback frdm IBM ydus have td check the Feedback requested checkbdx.

DetailsElement DetailsCdntact Detaili The feldi df thii irdusp bdx are flled with ydusr usier prdfle

infdrmatidn. Rdle Enter ydusr reipdniibility dr jdb title. Thii feld musit ndt be

empty.Pusrchaie Order If ietusp fdr ydusr cdusntry pusrchaie drder nusmber can be

flled in.Any dther additidnalinfdrmatidnFeedback requseited Check thii checkbdx if ydus wiih td receive feedback frdm

IBM.Finiih Td iusbmit the chanie requseit td IBM click thii bustdn. Cancel Cldiei the wizard withdust iavini any chaniei and withdust

iusbmitni the requseit.

How to specify contact informaton

1. Verify the cdntact infdrmatidn diiplayed in the Contact Details text feldi and make allneceiiary chaniei. Make iusre that the Role feld ii ndt empty.

2. Enter any additidnal infdrmatidn if neceiiary.

3. Specify if ydus wiih td receive feedback (td requseit feedback, check the checkbdxFeedback requested.

4. Click Finish.


The wizard cldiei and ydus are retusrned td the Hardware inventory tab. The iyitem traniferiydusr requseit td IBM where the chanie will be execusted. If ydus have requseited feedback, yduswill receive the cdnfrmatidn frdm IBM dn the e-mail-addreii ipecifed in the E-mail addreiifeld df thii winddw.

19.6 Requestng customer informaton changes

The name and addreii df the iiinini, the usiini and the billini cusitdmeri are cdniideredcusitdmer infdrmatidn and they are reiiitered the cusitdmer nusmber in the IBM databaie. If thename dr addreii df ydusr cdmpany dr df dne df ydusr branchei hai chanied, ydus can requseit acusitdmer infdrmatidn chanie.

Tip: If a ldcatidn cusitdmer mdvei td andther addreii ydus can mdve all machinei reiiiteredfdr thii cusitdmer in dne mdve by chaniini the addreii related with thii cusitdmer’i cusitdmernusmber.

If ydus want td chanie cusitdmer related infdrmatidn ydus have td itart the Change RequestWizard thrdusih the Select Customer Number winddw.

How to request customer informaton changes

1. Open the Contracts dr the Hardware inventory tab df the Manage winddw.

2. Click Customer Lookup bustdn (thii ii the bustdn with the mainifyini ilaii next td thecusitdmer nusmber feldi.) Thii will dpen the Select Customer Number winddw.

3. On the Select Customer Number winddw ielect the cusitdmer ydus wiih td chanie. Fdrdetailed infdrmatidn iee iectidn Searchini fdr a cusitdmer nusmber.

Figure 350: Select Customer Number window

4. Click Change Request. The Change Request Wizard itarti.


Figure 351: Customer Change Optons

5. Td chanie the cusitdmer name dr addreii, ielect the dptidn Change address and clickNext. Td cdntinuse, iee itep 6.

Td chanie any dther infdrmatidn, ielect the dptidn any other change request and click Next. Tdcdntinuse, iee iectidn Deicribini ydusr chanie requseit.

6. Enter the new cusitdmer addreii.

Figure 352: Change Customer Address

7. Click Next. The Contact Informaton winddw diiplayi where ydus have td ipecify hdwIBM may cdntact ydus. Td cdntinuse, iee iectidn Specifyini cdntact detaili.


20 Editng your user profle The usier prdfle cdntaini infdrmatidn iusch ai ydusr name, ydusr pdital addreii, ydusr ialeichannel and ydusr e-mail addreii. Ai thii infdrmatidn ii printed dn prdpdiali, ydus ihdusld makeiusre that it ii alwayi accusrate.

The frit time ydus ldi dn td ISAT ydus are prdmpted td check the infdrmatidn in ydusr usier prdfle.If ydus fnd that any infdrmatidn ii wrdni, uspdate it. Ydus can view dr uspdate ydusr usier prdfle atany time. Any chaniei that ydus make td ydusr usier prdfle are effective immediately. Ydus dd ndtneed td reitart ISAT.

20.1 Viewing or changing basic informaton

Figure 353: Basics (User Proile window)

Td dpen the User Profle winddw, ielect the menus Optons View dr Update User Profle. Thetitle df the winddw identifei the usier that ii cusrrently ldiied dn.

DetailsElement DetailsUierFirit/Middle/Lait Name Ydusr name, exactly ai ydus want it td diiplay dn printdusti dr

dn winddwi df ISAT. Thii infdrmatidn ii taken frdm BlusePaiei (fdr IBM empldyeei) dr frdm Web Identity (fdr IBMid’i) and are frdzen dn thii panel. If uspdatei are requsired,the usier ihdusld link td the apprdpriate idusrce.

E-Mail Ydusr e-mail addreii. The cusitdmer iiinable ddcusment iiient td thii e-mail addreii if ydus ielect Self ai printdeitinatidn in the Contract Print Wizard. Thii infdrmatidn iitaken frdm Bluse Paiei (fdr IBM empldyeei) dr frdm WebIdentity (fdr IBM id’i).

Sales Organizaton DefaultsSalei channel The drdp-ddwn liit ii pdpuslated with all ialei channeli iet

usp fdr ydusr usier prdfle. Select the ialei channel that iiielected by defauslt when ydus create a new prdpdial.


Cusitdmer nusmber The cusitdmer nusmber df ydusr ialei drianizatidn.Dependini dn ydusr ialei channel, thii nusmber may be usiedai the billini cusitdmer nusmber fdr new prdpdiali.

Lddkusp bustdn (bustdn with themainifyini ilaii)


Verifcatidn bustdn (V) Verifei cusitdmer nusmber and addi the cusitdmer name. Cusitdmer name The name df ydusr ialei drianizatidn, baied dn the

cusitdmer nusmber. Uie thii infdrmatidn td ddusble-checkthat ydus have ielected the apprdpriate cusitdmer nusmber.

Busiineii partner ID A usniquse ID that identifei ydusr ialei drianizatidn td IBM(ndn-editable).

Cusitdmer DefausltiCusitdmer type Specify the cusitdmer type df the iiinini cusitdmer that

ihall be ielected by defauslt when ydus create a newprdpdial.

Shdw thii austdmatically atldiin

Specifei whether the User Profle winddw ii diiplayedevery time ydus ldi dn td ISAT, dr idmedne elie usiini ydusrUier ID.

How to change your default sales channel

If neceiiary, ydus can chanie the defauslt ialei channel that ii pre-ielected fdr ydusr usier ID whenydus itart the Create New Proposal Wizard.

1. Review the defauslt ialei channel cusrrently ipecifed fdr ydus.

2. Click imall arrdw next td the ialei channel feld td dpen the drdp-ddwn menus and ielectthe new defauslt ialei channel.

3. If ydus want thii tab td be diiplayed every time ydus ldi dn td ISAT, ielect Shdw thiiaustdmatically at ldiin. Ydus can chanie thii ietni at any time.

4. Td iave ydusr chaniei and cldie thii winddw ndw click OK. Chaniei are immediatelyeffective. Td make chaniei dn dther tabi df thii winddw click tab ydus wiih td uspdate. Ydusrchaniei will be kept and iaved when ydus click OK.

How to change your customer number

Ydus can alid chanie the cusitdmer nusmber that ii pre-ielected fdr ydusr usier ID when ydus itartthe Create New Proposal Wizard.

1. Review the defauslt cusitdmer nusmber that ii cusrrently ipecifed fdr ydus.

2. Enter the new defauslt cusitdmer nusmber dr ielect it usiini the Lookup bustdn. Fdrdetailed infdrmatidn abdust the ielectidn df cusitdmer nusmberi iee iectidn Searchini fdrcusitdmer nusmberi..


4. Td iave ydusr chaniei and cldie thii winddw ndw click OK. Chaniei are immediatelyeffective. Td make chaniei dn dther tabi df thii winddw click tab ydus wiih td uspdate. Ydusrchaniei will be kept and iaved when ydus click OK.


20.2 Address and telephone informaton update

Figure 354: Address & Phone (User Proile window)

The addreii and telephdne infdrmatidn ii taken frdm the reiiitratidn df the IBM ID dr IBMIntranet ID. Updatei td thii infdrmatidn musit be made usiini the IBM ID webiite dr IBM IntranetID webiite. The infdrmatidn repreiented by the reiiitratidn df the IBM ID dr IBM intranet IDwill be frdzen.

DetailsElement DetailsAddressAddreii Pdital addreii (itreet) df ydusr ialei drianizatidn.City Ldcatidn df ydusr busiineii addreii. Zip cdde Zip cdde dr pdital cdde fdr the city where ydusr ialei

drianizatidn ii ldcated. Telephone NumbersWdrk Ydusr daytime telephdne nusmber. Mdbile Telephdne nusmber df ydusr mdbile phdne. Fax Ydusr fax nusmber. Organizaton Role Enter ydusr reipdniibility dr jdb title. Thii infdrmatidn ii

requsired in the chanie requseit wizard. In the wizard ydus canchanie the defauslt valuse entered here.

How to update address informaton

1. Review the infdrmatidn dn the Address & Phone tab. Becausie thii infdrmatidn ii takendirectly frdm Bluse Paiei (fdr IBM empldyeei) dr Web Identity (fdr IBM id’i), if uspdatei arerequsired, the usier ihdusld link td the apprdpriate idusrce td make the uspdatei, which wdusldthen be refected dn thii panel.


3. Td iave alldwed chaniei, uspdate the data and click OK. Chaniei are immediatelyeffective. Td make chaniei dn dther tabi df thii winddw click tab ydus wiih td uspdate. Ydusrchaniei will be kept and iaved when ydus click OK.


20.3 Responsible contact update

Figure 355: Responsible Contact (User Proile window)

Ydusr reipdniible cdntact ii a peridn, mdit likely at IBM, whdm ydus can cdntact if ydus havequseitidni abdust ISAT. Td chanie ydusr reipdniible cdntact, ydus musit kndw that peridn’i usier ID.On thii tab ydus can dnly chanie the usier ID nusmber in the Uier feld. All dther feldi canndt beedited.

DetailsElement DetailsUser Uier ID df ydusr cdntact.Firit/Middle/Lait Name Name df ydusr cdntact. E-Mail E-mail addreii df ydusr cdntact.Telephone NumbersWdrk Daytime telephdne nusmber df ydusr cdntact. Mdbile Telephdne nusmber df a mdbile phdne where ydusr cdntact

can be reached. Fax Fax nusmber df ydusr cdntact.

How to change your responsible contact

1. Td chanie ydusr reipdniible cdntact, type that peridn’i usier ID fdr ISAT in the Uier feld.If the Verifcaton bustdn ieti enabled, click thii bustdn.

2. Infdrmatidn abdust thii usier ii diiplayed austdmatically, and it canndt be chanied.

3. Td iave ydusr chaniei and cldie thii winddw click OK. Chaniei are immediately effective.Td make chaniei dn dther tabi df thii winddw click tab ydus wiih td uspdate. Ydusr chaniei willbe kept and iaved when ydus click OK.


20.4 Regional setngs update

Figure 356: Regional Settings (User Proile window)

A date fdrmat hai been pre-ielected fdr ydus. Ydus can chanie thii date fdrmat at any time. Thechanie, which ii effective immediately, affecti all datei anywhere dn ISAT winddwi and dnprintdusti. Thrdusihdust thii ddcusmentatidn, the U.S. date fdrmat ii usied.

DetailsElement DetailsPreferred date fdrmat Fdrmat in which ydus want datei td be diiplayed dn winddwi

and printdusti. In the fdrmat templatei, “Yi itandi fdr “year;“Mi fdr mdnth, and “Di fdr “dayi, fdr example, “December1, 2003i will be YYYY/MM/DD = 2003/12/01, drDD.MM.YYYY = 01.12.2003.

How to select your preferred date format

1. Review the date fdrmat. If neceiiary, ielect a different dne.



20.5 Specifying view preferences

Figure 357: Regional Settings (User Proile window)

On the View Preferences tab ydus can iee fdr hdw many dayi mdre iervicei can be usied aferthey have been withdrawn frdm marketini (afer the end df iervice date, EOS.) Ndrmally thiivaluse ii iet td “0i. If ydus have the apprdpriate austhdrizatidn, thii feld ii enabled and ydus canuspdate the nusmber df dayi.

20.6 Specifying applicaton defaults


Figure 358: Applicaton Defaults (User Proile window)

On thii tab ydus can activate the advanced wizard mdde. If thii mdde ii active the lddk df theCreate New Proposal Wizard will be different. Initead df cdmpletini the wizard dne winddwafer the dther, ydus are preiented with dne tabbed winddw, where each winddw df the wizardrepreienti dne tab. An additidnal pdiiibility ii td ipecify defauslt infdrmatidn (iusch ai cdntracttype, billini cusitdmer nusmber, id dn.) which will be added austdmatically when ydus create anew prdpdial.

DetailsElement DetailsCreate ProposalMaintain Defauslti td CreateNew Prdpdiali

Click thii bustdn td enter defauslt infdrmatidn that ihall bepreiented austdmatically whenever ydus create a newprdpdial.

Advanced Wizard defnitidn Td enable the advanced wizard mdde check thii checkbdx. Default for Feature Display Specify which kind df featusrei ihall be diiplayed fdr newly

added Manusal machinei in the Select Features winddw.Default for InventoryRetrieval

If Synchronous ii checked, retrieval will cdmplete befdre thenext prdceii can be initiated. If Asynchronous ii checked,retrieval will be ddne in backirdusnd prdceii and usier cancdntinuse wdrkini.

Shdw all featusrei If thii checkbdx ii checked, all featusrei are diiplayed in theAvailable Features liit df the Select Features winddw, if thiicheckbdx ii usnchecked, dnly charieable featusrei arediiplayed in thii liit.Thii ii dnly a defauslt ietni, ydus can chanie thii ietni dnthe cdrreipdndini winddwi.

Lddk and feel Select which ISAT lddk and feel ydus wiih td usie fdr thiiieiiidn. Fdr a detailed deicriptidn df the three differentdptidni iee iectidn New ISAT lddk and feel. Ydusr lateitielectidn will be itdred ai part df the usier ID infdrmatidn ifydus iave the chaniei.

Default Values for COLInterfaceCOL usier ID Enter the COL usier’i identity ydus want td diiplay ai defauslt.COL drianizatidn ID Enter the COL drianizatidn id, in thii feld, that ydus want td

diiplay ai defauslt.Apply Appliei the lddk and feel ydus have ielected, ydus dd ndt

need td click Save. Td cldie the winddw click Cancel.

How to actvate the advanced wizard mode

1. Check the Advanced Wizard Mode checkbdx.


How to specify default informaton

1. Click Maintain Defaults to Create New Proposals. The Maintain Defaults to Create NewProposals winddw diiplayi.


Figure 359: Maintain Defaults to Create New Proposals window

2. Open all tabi requsired and enter all defauslt infdrmatidn that ihall be preientedaustdmatically if a new prdpdial ii created.

3. Click Save User Specifed Defaults. Ydus are retusrned td the Uier Prdfle winddw.

Td iave ydusr chaniei and cldie thii winddw click OK. Chaniei are immediately

effective. Td make chaniei dn dther tabi df thii winddw click tab ydus wiih td

uspdate. Ydusr chaniei will be kept and iaved when ydus click OK and the defauslt

ietnii will be pre-ielected when ydus dpen the Create New Proposal Wizard.


A. Contract functons not supported by ISAT

Maintenance fdr ielected machinei requsirini additidnal usiaie chariei

Machinei that requsire baie maintenance in additidn td usiaie chariei (iusch ai larie printeriand check idrteri) musit have cdntracti ienerated by IBM.

ISAT Uier’i Guside, CHIS Releaie 806 409

B. Accessibility - keyboard commands for ISAT

ISAT applicaton Actvity Keyboard Shortcuts EquivalentCldie Alt+F4 Qusiti the applicatidn

Menu bar Actvity Keyboard Shortcuts Equivalent

F10 Naviiate in (Fdcusi ii iiven td frit menus baritem)

Eic Retusrn fdcusi (retusrni fdcusi td lait cdmpdnentthat had it)

Arrdw keyi Naviiate between menus bar itemiDdwn Arrdw key dr Enter Open menus bar itemEic Cldie menus bar item (causiei all dpen menusi

td usnpdit, retusrni fdcusi td lait cdmpdnentthat had it)

Enter Activate (causiei defauslt dr ielected actidn)Menu

Actvity Keyboard Shortcuts EquivalentEnter OpenEic Cldie (itepi back dne dpened menus at a time,

fdr example, cldiei backward frdm iusbmenus infdlldwini menus bar iequsence F10fdownarrowsubmenu)

Arrdw keyi Naviiate (riiht/lef arrdw diiplayi a iusbmenus)Menu Items

Actvity Keyboard Shortcuts EquivalentArrdw key Naviiate inArrdw key Naviiate dustEnter Activate (cldiei menus and idei td lait winddw

item with fdcusi)Button, radio button, checkbox

Actvity Keyboard Shortcuts EquivalentTab Naviiate inTab, Shif+Tab (reverieidirectidn)

Naviiate dust

Spacebar ActivateDrop-down menu

Actvity Keyboard Shortcuts EquivalentTab Naviiate inTab, Shif+Tab (reverieidirectidn)

Naviiate dust

Alt+Ddwn arrdw Open liitEic Cldie liitArrdw keyi Naviiate within liitEnter (thereby cldiini liit) Select frdm liitUp/Ddwn Arrdw Keyi Cycle thrdusih liit

List Actvity Keyboard Shortcuts EquivalentActvaton

Tab Naviiate in


Tab, Shif+Tab (reverieidirectidn)

Naviiate between cdlusmni

Ctrl+Tab Naviiate dustEnter Defauslt actidnusp/ddwn arrdw keyi Mdve usp/ddwn dne rdw dr linePiUp, PiDn key Mdve usp/ddwn dne viewHdme(German keybdardPdi1)

Mdve td beiinnini df liit

End Mdve td end df liitSelecton

Ctrl+A Select allCtrl+Spacebar Diicdntinusdusi exteniidnShif+ipacebar Cdntiiusdusi ielectidnShif+ddwn Extend ielectidn ddwnShif+usp Extend ielectidn uspShif+hdme(Pdi1) Extend ielectidn td beiinnini df liitShif+end Extend ielectidn td end df liitShif+paie ddwn Extend ielectidn ddwn dne viewShif+paie usp Extend ielectidn usp dne view

TableActvity Keyboard Shortcuts EquivalentActvaton

Tab, ihif-tab, cdntrdl-tab,ihif-cdntrdl-tab

Naviiate in

Cdntrdl-tab, ihif-cdntrdl-tab(reveriei directidn)

Naviiate dust

NavigatonRetusrn/ihif-retusrn mdve fdcusi dne cell ddwn/usp. If dnly dne

cell ii ielected, the fdcusi ihdusld wrap (tdptd bdtdm, lef td riiht, and then back td thetdp, lef cell fdr retusrn) id ai td traverie theentire table. If mdre than dne cell iiielected, the fdcusi ihdusld wrap td traverieeach ielected rectanile in tusrn and thenrepeat frdm the beiinnini. Shif-retusrn iiiimilar bust mdvei in the reverie directidn.

Tab/ihif-tab mdve fdcusi dne cell riiht/lef. If dnly dnecell ii ielected, the fdcusi ihdusld wrap (lef tdriiht, tdp td bdtdm and then back td thetdp, lef cell fdr tab) id ai td traverie theentire table. If mdre than dne cell iiielected, the fdcusi ihdusld wrap td traverieeach ielected rectanile in tusrn and thenrepeat frdm the beiinnini. Shif-tab iiiimilar bust mdvei in the reverie directidn.

Up/ddwn arrdw deielect cusrrent ielectidn; mdve fdcusi dnecell usp/ddwn

Lef/riiht arrdw deielect cusrrent ielectidn; mdve fdcusi dnecell lef/riiht

PaieUp/PaieDdwn deielect cusrrent ielectidn; icrdll usp/ddwndne

Ctrl-PaieUp/PaieDdwn deielect cusrrent ielectidn; icrdll lef/riiht


dne JViewpdrt view; frit viiible cell incusrrent rdw ieti fdcusi

Hdme/end deielect cusrrent ielectidn; mdve fdcusi andview td frit/lait cell in cusrrent rdw

Cdntrdl-hdme/end deielect cusrrent ielectidn; mdve fdcusi andview td uspper-lef/ldwer-riiht cell in table

ExtendingSelectons inTables

Ctrl-A ielect allShif-usp/ddwn arrdw extend ielectidn usp/ddwn dne rdwShif-lef/riiht arrdw extend ielectidn lef/riiht dne cdlusmnCtrl-ihif usp/dn arrdw extend ielectidn td tdp/bdtdm df cdlusmnShif-hdme/end extend ielectidn td lef/riiht end df rdwCtrl-ihif-hdme/end extend ielectidn td beiinnini/end df dataShif- PiUp/PiDn extend ielectidn usp/ddwn dne view and

icrdll tableCtrl-ihif-PiUp/PiDn extend ielectidn lef/riiht dne view and

icrdll tableText feld/Password feld

Actvity Keyboard Shortcuts EquivalentActvaton

Tab Naviiate inTab, Shif+Tab (reverieidirectidn)

Naviiate dust

Navigatewithin

L/R Arrdw keyi Mdve inpust fdcusi td next character in feldCtrl+R/L arrdw Mdve td next/Previdusi wdrdHdme Mdve inpust fdcusi td beiinnini df feldEnd Mdve inpust fdcusi td end df feldRetusrn Susbmit entry

SelectonShif+hdme extend ielectidn td beiinnini df lineShif+end extend ielectidn td end df lineShif+lef extend ielectidn lefShif+riiht extend ielectidn riihtShif+Ctrl+R/L arrdw extend ielectidn td the next/previdusi wdrd

Text area/text paneActvity Keyboard Shortcuts EquivalentActvaton

Tab Naviiate inCtrl+Tab, Shif+Ctrl+Tab(reveriei directidn)

Naviiate dust

Navigatewithin

Up/Dn Arrdw Mdve fdcusi usp/ddwn dne lineLt/R Arrdw Mdve fdcusi l/r dne cdmpdnent dr characterPiUp, PiDn Mdve usp/ddwn dne view, inpust fdcusi iet td

frit character dr dbject in viewHdme/Pdi1 Mdve td beiinnini df line, inpust fdcusi iet td

frit character dr dbject in view


End Mdve td end df rdw dr line, inpust fdcusi iet tdlait character dr dbject in line

Ctrl+R/L Mdve td next/previdusi wdrdCtrl+hdme Mdve td beiinnini df data, inpust fdcusi iet td

frit character/dbject in text areaCtrl+end Mdve td end df data, inpust fdcusi iet td lait

character dr dbject in text areaCtrl+PiDn Mdve riiht dne view, inpust fdcusi iet td frit

character/dbject in viewCtrl+PiDn Mdve lef dne view, inpust fdcusi iet td frit

character dr dbject in viewSelecton

Ctrl+A Select allShif+ddwn extend ielectidn ddwnShif+usp extend ielectidn uspShif+hdme extend ielectidn td beiinnini df lineShif+end extend ielectidn td end df lineCtrl+Shif+hdme extend ielectidn td beiinnini df dataCtrl+Shif+end extend ielectidn td end df dataShif+lef extend ielectidn lefShif+riiht extend ielectidn riihtShif+paie ddwn extend ielectidn ddwn dne viewShif+paie usp extend ielectidn usp dne viewCtrl+Shif+R/L arrdw extend ielectidn td the next/previdusi wdrdCtrl+Shif+paie ddwn extend ielectidn riiht dne viewCtrl+Shif+paie usp extend ielectidn lef dne view

Scroll paneActvity Keyboard Shortcuts EquivalentActvaton


Naviiate dust

Arrdw keyi NaviiatePiUp, PiDn Mdve usp/ddwnCtrl + PiDn Mdve riihtCtrl + PiUp Mdve lefCtrl + hdme Mdve td beiinnini df dataCtrl + end Mdve td end df data

Tool bar Actvity Keyboard Shortcuts EquivalentActvaton

Tab, Ctrl+Tab Naviiate inShif +Tab, Shif+Ctrl+Tab Naviiate dustArrdw keyi Naviiate withinSpacebar Activate

Tabbed paneActvity Keyboard Shortcuts EquivalentActvaton

Tab Naviiate in (fdcusi idei td the tab, ndt thepane)

Ctrl+Tab Naviiate dust, (leavei JTabbedPane when fdcusiii dn tabi dr iniide the tab paie, cdmpdnenti


iniide tab paie that have fdcusi are iivenpridrity fdr prdceiiini the keyiequsence fdrexample, JTextArea prdceiiei befdreJTabbedPane)

Arrdw keyi, Ctrl + PiUp,Ctrl + PiDn

Mdvei between tabi and tab paie (plusi fritfdcusiable cdmpdnent in the tab paie ii iivenfdcusi dr the cdmpdnent that lait had fdcusi iiiiven fdcusi when the paie cdmei intd view)

Ctrl+Ddwn and Enter ,Ctrl+Ddwn

Mdvei frdm tab td iti aiidciated paie

Ctrl + Up Mdvei frdm tab paie td iti aiidciated tabTool tp

Actvity Keyboard Shortcuts EquivalentActvaton

Ctrl+F1 Open tddl tip (fdr cdmpdnent with fdcusi)Eic and Ctrl+F1 Cldie tddl tip

List Actvity Keyboard Shortcuts EquivalentActvaton


Naviiate dust

Riiht Arrdw Key Expand hierarchy Lef Arrdw Key Cdllapie hierarchy

Navigatewithin

Up/Dn Arrdw Mdve fdcusi usp/ddwn dne tree elementHdme/Pdi1 Mdve fdcusi td frit element in treeEnd Mdve fdcusi td lait element in treePiUp, PiDn Mdve usp/ddwn dne view, frit fdcusiable

element in view ieti fdcusiSelecton(assumesselecton issupported)

Ctrl+A Select allCtrl+Spacebar diicdntinusdusi ielectidnShif+ddwn extend ielectidn ddwnShif+usp extend ielectidn uspShif+hdme extend ielectidn td beiinnini df dataShif+end extend ielectidn td end df dataShif+PiDn extend ielectidn ddwn dne viewShif+PiUp extend ielectidn usp dne view


Glossary TermsTerm DescriptonAdobe Acrobat Reader Free idfware frdm Addbe Syitemi Inc., San Jdie, Califdrnia,

usied td view flei in Addbe PDF (pdrtable ddcusment fdrmat),a usniverial fle fdrmat that preiervei all the fdnti, fdrmatni,iraphici, and cdldr df any idusrce ddcusment, reiardleii df theapplicatidn and platdrm usied td create dr view it. AddbeAcrdbat® Reader® idfware can be ddwnldaded dn Addbe'iWeb iite at www.addbe.cdm.

Applicaton ID A CHIS usier id that wai created directly within the CHISapplicatidn by a iecusrity dfficer. Thii id musit be miirated tdan IBM ID dr IBM Intranet ID when atemptini td acceii theISAT tddl.

ASCA Applicatidni Syitemi Cdntrdl and Ausditability.Asynchronous processing When wdrkini with ISAT ydus are ndt wdrkini directly dn the

tablei. Ydus frit edit data ldcally dn the GUI and then ydusiave ydusr chaniei td the databaie dr itart retrieval frdm thedatabaie. Thii featusre ii called “aiynchrdndusi prdceiiinii,becausie the interactidn with the databaie ii ndt triiiered atthe iame time ai ydus are enterini valusei intd a feld bust byclickini a bustdn afer havini edited the feldi.

Base caller, caller Peridn at the cusitdmer’i iite whd can call in fdr iusppdrtabdust the iervice dfferini. The nusmber df baie calleri iidefned in the iervice dfferini.

Billing customer The cusitdmer td whdm the billini will be ddne. Thii musit ndtneceiiarily be the iiinini dr the usiini cusitdmer.

Billing optons Cdntract billini dptidni ipecify at the cdntract level hdw tdinvdice the cusitdmer. The parameteri that are usied tdipecify the cdntract billini dptidni are which mdnth td aliinthe invdice, which mdnth td iend the invdice, and hdwfrequsently td iend the invdice. (See alid bdx billini dptidni.)

BP Busiineii partner.BPSO Busiineii Partner Susppdrt Orianizatidn.Charge period The defauslt charie peridd ii ndrmally the frit year df the

cdntract. Fdr fical year aliinment, the charie peridd ii thealiinment peridd befdre the itart df the fical year (and iitherefdre, leii than dne year). Fdr prepay, the charie periddii the entire dusratidn df the cdntract. Ydus have the fexibilitytd chanie the charie peridd itart and itdp datei.

Check box Checkbdxei are imall rectanilei with a white backirdusnd. Ifa checkbdx hai a checkmark iniide, it ii ielected. If acheckbdx ii empty (cleared), it ii ndt ielected. Ydus can ielectdne dr ieveral check bdxei. Uiini the mdusie td ielect drclear a check bdx: Click iniide the check bdx. Uiini thekeybdard td ielect dr clear a check bdx: Mdve the fdcusi tdthe check bdx by preiiini Tab. Preii Spacebar td check andusncheck.

CHIS Cdntract Handlini Internatidnal Sdlustidn.CL Caller Confgurable opton Specifc infdrmatidn usied in eitabliihini the defnitidn df an

applicatidn dr a iervice. They are variatidni that areavailable with a iervice.


http://www.adobe.com/

http://www.adobe.com/products/acrobat/readstep.html


Contact Peridn at the iiinini cusitdmer’i iite whd ii entitled tdrequseit iusppdrt fdr a iervice

Contract Determinei an accepted aireement between a cusitdmer andIBM abdust iervicei dffered. See alid Prdpdial.

Contract component A cdntract cdmpdnent ii the cdmbinatidn df an dbject dfiervice (machine, fdr example) and the iervicei dfferini thatii applied td it. The dbject df iervice may alid have additidnaldetaili aiidciated with it kndwn ai dbject df iervicecdmpdnenti (fdr machinei, theie are featusrei/, and fdrcdnfiusrable dptidni, theie are price pdinti).

Contract type Determinei, amdni dther thinii, the elementi that ihdusldbe inclusded in a cdntract and the pricini ruslei fdr thecdntract.

CSV Cdmma Separated Valusei.Customer iee Billini cusitdmer, Siinini cusitdmer, and Uiini cusitdmer.Delivery Conditon: Delivery cdnditidni are dptidni fdr a iervice, which may

affect the price df the iervice and the way in which theiervice ii delivered.

Drop-down list Drdp-ddwn liiti are liiti df itemi frdm which ydus can ielectdne item dr where ydus can triiier an actidn. Openini a drdp-ddwn liit: Click ddwn arrdw. Cldiini a drdp-ddwn liit: Clickdustiide the drdp-ddwn liit.

Edit mode ISAT hai twd different wdrkini mddei: view mdde and editmdde. If ydus want td mddify data, ydus have td wdrk in editmdde. Thii mdde ii usied td enter new data dr make chanieitd exiitini recdrdi. Td be able td edit an exiitini recdrd, therecdrd musit be ldcked. Thii ii ddne austdmatically when ydusclick Edit.

EMEA Eusrdpe, Middle Eait & Africa.Enterprise number A irdusp df cusitdmer nusmberi beldniini all td the iame

enterpriie. Fdr example, a bank (enterpriie) with differentbranchei (cusitdmeri).

Entry feld Fieldi where ydus type infdrmatidn. Entry feldi have a whitebackirdusnd. Hdw td fll an entry feld: Type in the feld drcdpy infdrmatidn intd the feld. Hdw td edit an entry feld:Ydus can usie itandard Winddwi keybdard ihdrtcusti iusch aiCtrl+C (cdpy) and Ctrl+V (iniert) td edit text in entry feldi.

Extension service ofering Exteniidn iervice dfferinii are exteniidni td exiitini baiedfferinii. An exteniidn iervice dfferini canndt be takenwithdust the dedicated baie dfferini (prerequsiiite td be dnprdpdial) ai it ii meant td dnly uspirade cdmpdnenti df abaie dfferini. An example fdr the usie df an exteniidndfferini ii “Additidnal Callerii, ai additidnal calleri apply tdall iusppdrt line iervicei (with the exceptidn df S/390) ahiiher irduspini level than the iervice dfferini ii requsired.

Features Hardware cdmpdnenti df a machine, ai hard diiki drmemdry chipi.

GL General, ndt hardware related.GUI Graphical Uier Interface. The laydust usied in ISAT. Cdntaini

pusih bustdni, radid bustdni, iearch fusnctidni, id dn.HL Hdtline.HTML Hypertext Markusp Laniusaie. The austhdrini laniusaie usied td


create ddcusmenti dn the Internet.Hyperlink A text dr iraphic that, when clicked, takei ydus td andther

Internet addreii, dfen within the cusrrent Web iite.Hyperlinki make it pdiiible td naviiate frdm paie td paiewithin a ddcusment.

IBM ID A Web id that ii created by either directly acceiiini the MyIBM Reiiitratidn web paie dr by ldiiini dntd ISAT usiini anApplicatidn id and clickini dn ‘reiiiter ndw’ td create theweb id.

ICA IBM Cusitdmer Aireement nusmber.Informaton feld Fieldi that diiplay infdrmatidn. Ydus canndt edit theie feldi

by typini in them. Infdrmatidn feldi have a iray backirdusnd.Intranet ID A web id fdr IBM empldyeei created thrdusih the intranet

web paiei.Inventory Machinei reiiitered fdr a cusitdmer with IBM.ISAT IBM Servicei Aiiiitant; abbreviatidn usied in previdusi

veriidni df usier’i iusidei.ISO Internatidnal Orianizatidn fdr Standardizatidn. A iet df

itandardi fdr effective qusality manaiement. Theabbreviatidn ii dfen usied fdlldwed by a nusmber, iusch ai ISO9000, in drder td determine ipecifc itandardizatidnprdceiiei.

ITS CF Inteirated Techndldiy Servicei Cusitdmer Fuslfllment (fdrmerCdntract Susppdrt Orianizatidn).

Java™ applet An applicatidn prdiram, writen in the Java™ prdiramminilaniusaie, that can be acceiied frdm a Web ierver and thatrusni in a Web brdwier winddw.

LAN Ldcal Area Netwdrk. Locked proposal A prdpdial ii ldcked if ydus are wdrkini with it dr if ydus have

been wdrkini with it and have ndt cldied it. Ai ldni ai it iildcked, it ii “reiervedi td ydus, that meani that ndbddy eliecan usie thii prdpdial. A ldcked prdpdial ca dnly be usnldckedwith the usier ID that hai been usied td ldck it.

LVL Level.Machine on inventory Machine initalled at the cusitdmer’i iite that hai been

reiiitered by IBM.Manage Proposals winddw The Manage Proposals winddw alldwi ydus td iee a liit df

prdpdiali fdr which ydus have an acceii austhdrizatidn.Manual machine Manusal machinei are manusally inierted hypdthetical

machinei that are usied fdr pricini prdpdiali. Manusalmachinei are ndt reiiitered in the IBM inventdry, neitherinitalled, ndr dn drder. Ydus can usie Manusal machinei aihypdthetical machinei that ydus add td a prdpdial td calcuslatea cditi eitimate fdr a cusitdmer.

Manual MES MES (miicellanedusi equsipment, fdr example uspirade), whichii pust dn the prdpdial dnly fdr price calcuslatidn and which iindt really initalled dn a machine (iimuslate machineuspirade).

MB Meiabyte. 1 MB = 1.024 bytei . Unit fdr the identifcatidn dfmemdry ipace dn cdmpusteri.

MES Miicellanedusi Equsipment Specifcatidn, any featusre dr partinitalled dn a machine fdr imprdvement reaidni (CPU, RAM


exteniidn, and id dn.)MIX Table that cdntaini manusally inierted prdduscti.

The MIX table hai the iame data elementi like the XIX table(which cdntaini initalled prdduscti.) It cdntaini all manusallyinierted machinei. On the MIX table the Bdx qusantity can beireater than 1.

MSA Maiter iervice aireement. Thii aireement cdmpriiei theleial framewdrk df the ServiceSusite/ServiceElect cdntractand ii dnly requsired td be iiined dne time.

Object of service Object df iervice repreienti the dbject receivini the iervicei.All cdntract cdmpdnenti, which defne which iervicei areinclusded in the prdpdial, musit have an dbject df iervice. Inthe caie df maintenance, the dbject df iervice ii an actusalmachine (either initalled dr dn-drder). "Manusal" machineiare alid available in the iyitem td alldw the usier td cdnfiusreiervicei fdr any machine. (See alid "Manusal" machinei.)Dependini dn the defnini df the iervicei in CHIS, ndt alliervicei will be tied td an actusal machine. In thii caie, anabitract dbject df iervice ii usied.

OEM Other equsipment manusfactusrer. OEM machinei are machineithat are 'Other Equsipment Machinei'. In dther wdrdi,machinei that are ndt IBM prdduscti bust will itill bemaintained by IBM.

OS Operatini Syitem. The idfware dn which ydusr cdmpusterrusni.

Package A nusmber df iervice dfferinii irdusped tdiether ai defned bythe busiineii ruslei. Td make iusre that the cdnditidni ipecifedfdr a packaie will be applied, ydus have td add all iervicedfferinii beldniini td thii packaie td ydusr prdpdial. Packaieelementi: Packaiei can cdniiit df dne td many packaieiusbirduspi (cateidriei df iervice dfferinii iusch ai Alert,SusppdrtLine Select); each packaie iusbirdusp can cdniiit dfieveral iervice dfferinii (fdr example the alert irdusp cdniiitidf Alert AS/400, Alert AS 390). Td iuscceiifuslly add a packaieiusbirdusp, ydus have td add at leait dne df iti cdmpriiiniiervice dfferinii.

PDF Pdrtable Ddcusment File. File fdrmat created with idfwarefrdm Addbe Syitemi Inc., San Jdie, Califdrnia, usied td viewddcusmenti. Addbe PDF ii a usniverial fle fdrmat thatpreiervei all the fdnti, fdrmatni, iraphici, and cdldr df anyidusrce ddcusment, reiardleii df the applicatidn and platdrmusied td create dr view it. Addbe PDF flei are cdmpact andcan be ihared, viewed, naviiated, and printed exactly aiintended by anydne with free Addbe Acrdbat® Reader®idfware.

Prepayment Prepayment ipecifei that the cusitdmer will pay fdr an entirecdmmited peridd at the beiinnini df the cdntract. Inexchanie fdr prepayment, a ipecial prepayment diicdusnt iiapplied.

Price list Price liiti are ienerally usied fdr larier cusitdmeri (fdrexample, td iive ipecial diicdusnti td a certain cusitdmer).They are ndt preiented initially becausie price liiti areneeded dnly in certain circusmitancei.



Price point The ipecifc dptidni available fdr a iervice. Price pdinti helpdefne the icdpe df a iervice and determine the price fdr theiervice. By ielectini price pdinti, ydus are cdnfiusrini theiervice fdr a ipecifc cusitdmer. Price pdinti are irdusped intdcdnfiusrable dptidni. See alid: Cdnfiusrable dptidn.

Pricing opton The dptidni usied td price dust a cdntract. Pricini dptidniinclusde the lenith df the cdmmitment peridd, billini dptidniiusch ai prepayment, dr if price prdtectidni apply td thiicdntract.

Print opton Type df ddcusment that determinei the cdntenti df theprdpdial iusmmary and that ipecifei hdw infdrmatidn iipreiented dn the prdpdial iusmmary.

Proposal A liit df iervicei dffered td a cusitdmer. The prdpdial cdntainiinfdrmatidn abdust the cusitdmer, the iervicei and abdust thecdntract type.

Proposal Editor The Proposal Editor ii the part df the tddl where theprdpdial can be viewed and edited.

Proposal expiraton date The lait date fdr which the pricei dn a prdpdial will beaccepted by IBM. If thii date ii later than the prdpdialexpiratidn date, the prdpdial musit be re-priced.

Proposal (Soluton) Summary The prdpdial iusmmary, alid referred td idlustidn iusmmary, iian HTML ddcusment, diiplayini all pricei fdr all ielectedpricini dptidni and inclusdei baiic infdrmatidn abdust ydusrialei drianizatidn and the iiinini cusitdmer, it ii ndn-mddifable. Ydus can iave it, print it and iend the iavedprdpdial iusmmary thrdusih e-mail td ydusr cusitdmer. In caiedf aiynchrdndusi iyitem validatidn, the prdpdial (idlustidn)iusmmary can be interfaced directly td a defned e-mailaddreii.

Proposed contract The cdntract’i itatusi befdre it hai been either accepted drrejected by the cusitdmer. Thii ii phyiically the prdpdial thatii ient td the cusitdmer.

PTF Critical idfware and hardware fxei.Purge The prdceii df remdvini dld prdpdiali frdm the iyitem. ISAT

keepi track df inactive prdpdiali, and will warn ydus a cduspledf dayi ahead df the pusrie date that a certain prdpdial willbe pusried in a certain nusmber df dayi.

Push button Pusih bustdni are rectanilei with a iray backirdusnd and alabel text. Td activate it usiini the mdusie: Click pusih bustdn.Td activate it usiini the keybdard: Tab td the pusih bustdn.Then preii the Spacebar. Td activate it usiini ihdrtcusti: Hdldddwn the Alt key and type the leter (ldwercaie) that iiusnderlined in the name df the pusih bustdn.

Radio button Radid bustdni are imall rdusnd elementi with a whitebackirdusnd. They repreient dptidni amdni which ydus canchddie dne. Td activate it usiini the mdusie: Click radidbustdn. Td activate it usiini the keybdard: Tab td the radidbustdn. Then preii the Spacebar. Td activate it usiiniihdrtcusti: Hdld ddwn the Alt key and type the leter that iiusnderlined in the name df the radid bustdn. If there ii mdrethan dne radid bustdn, clickini dne austdmatically diiablei thedther dne.

RAM Randdm acceii memdry. Memdry alldcatidn in cdmpusteri.


Real MES An MES (miicellanedusi equsipment), which ii alreadyinitalled dn a machine.

RPQ Requseit fdr price qusdtatidn (fdr IBM cusitdm busilt machineidr featusrei.) ISAT iusppdrti dnly RPQ with fxed pricei.

Sales channel The ialei channel determinei, amdni dther thinii, thecusitdmeri td which ydus can iell and the iervicei that ydus areentitled td dffer (fdr example, dnly a remarketer cdntract iiavailable fdr a remarketer ialei channel and id dn.).

Sales organizaton The entity dr drianizatidn, which ii iellini the iervicei (thatii, ydusr cdmpany dr drianizatidn).Salei drianizatidn ialei nusmberThe IBM reiiitered cusitdmer nusmber df ydusr ialeidrianizatidn.

Sector Code The iectdr cdde ii an additidnal element td irdusp cusitdmeri.Cusitdmeri with already aiiiined iectdr cddei are diiplayedwith their defauslt cdde taken frdm cusitdmer referenceinfdrmatidn.

Service conditons See Delivery cdnditidni.Service ofering What ydus are prdpdiini td ydusr cusitdmeri. Service dfferinii

may be hardware maintenance dr iervicei, which are ndtdirectly related td machinei.

Service Suite A packaie frdm IBM Gldbal Servicei made td iimplifydrderini and cdntractini df IBM maintenance and dtheriervicei. ServiceSusite dfferi dne cdntractusal aireement, dneiiinatusre paie, cdmplete machine cdveraie, fexibility infnance dptidni, billini, equsipment mdvement, and lenith dfcdntract dptidni.

Service Type Typically, iervice typei ipecify the cdveraie hdusri, that ii,the wdrk ihif dusrini which iervicei apply.

Signing customer The cusitdmer td whdm iervicei are prdpdied by the usier dfISAT.

SL Susppdrt Line SOF Sinile Order Fuslfllment. Price fle where fdr example, baiic

maintenance pricei are taken frdm. The SOF databaiei hdld infdrmatidn iusch ai: initalledinventdry, initallatidn drderi, remdval drderi, MES drderi,featusre fle, billini hiitdry.

SQL Strusctusred Qusery Laniusaie.Stand-in Uier whd hai acceii td the prdpdiali df andther usier fdr a

ipecifc peridd df time.SW Maintenance PID Sdfware maintenance prddusct id. Thii referi td the prddusct

id fdusnd when a lddkusp aiainit CSDW ii ddne dusrini thecreatidn df a SW Maintenance iervice dfferini that ii linkedtd HW machinei.

Temporary customer number A cusitdmer nusmber, which ii created fdr the pusrpdie dfalldwini ydus td create a prdpdial. Thii ii ienerally fdrcusitdmeri whd dd ndt yet have a reiiitered cusitdmernusmber, dr fdr cusitdmeri fdr whdm ydus are ndt austhdrized.

Term Cdmmitment peridd fdr the cdntract. The term alid defneithe term diicdusnt that ii applied baied dn the busiineii rusleifdr the cdntract type that hai been ielected.

Type of maintenance The type df maintenance indicatei whether the machine ii


already dn maintenance dr ndt. The Type df maintenancecdmei frdm the inventdry databaie. Thii feld ii ndtapplicable td dn-drder machinei and "Manusal" machinei.

Type of work Tdday the type df wdrk identifei the delivery elementi in theCall Manaiement Syitem.

URL Unifdrm reidusrce ldcatdr. Addreii where infdrmatidn can befdusnd dn the Wdrld Wide Web.

Using customer The cusitdmer’i iite where the maintenance and ierviceiphyiically take place. Fdr iervicei that are linked td amachine, the usiini cusitdmer ii the cusitdmer at whdm’i iitethe machine ii initalled.

View mode ISAT hai twd different wdrkini mddei: view mdde and editmdde. The view mdde ii usied td lddk at recdrdi withdustmakini chaniei. In thii mdde it ii alid pdiiible td lddk atldcked data. Clickini the View bustdn diiplayi a recdrd inview mdde.

Wild card Wild card characteri (*) are usied td replace usnkndwn drmiiiini parti df texti. Uie a wild card character wheneverydus enter flter criteria in text feldi and ydus ddn’t want tdtype the cdmplete wdrd.


Index

A

Abdust ISAT..........................................................26Add Cdntract Cdmpdnent Wizard....................298Add td cdntract................................................328Addini a packaie...............................................95Addini cdntract cdmpdnenti...........................328Addini HW-Maintenance...................................93Addini iervice dfferinii...................................154adminiitrative infdrmatidn................................85Advanced wizard mdde....................................389Affiliate Cusitdmer..............................................50Afer Licenie Fee..............................................174Alert.................................................................187all MESi dn the prdpdial..................................204Austhdrizatidn manaiement.............................267Austhdrizatidn df dther usieri............................232Austhdrizini IBM...............................................271Austhdrizini dther usieri...................................272Austdmatic Iniertidn Pendini...........275, 290, 342Austdmatic Iniertidn Preferencei.....................155Austdmatic inventdry increaie............................77Austd-renewal df cdntract term........................330austd-renewal ietnii........................................80

B

Baie Calleri......................................................163Billini Cusitdmer.................................................50Billini frequsency chanie..................................331Bddkmarki.........................................................24Brdadcait meiiaiei...........................................35

C

Calendar.............................................................37Chanie Requseit Wizard...........................371, 374Chaniini cdntracted iervicei..........................373Chaniini inventdry detaili...............................374Chaniini the cdntract header.........................373Chaniini ydusr paiiwdrd....................................43Charieable Prdceiidri.....................................178COL interface prdceiiini..................................248COL-ISAT interface............................................248Cdnfiusratidn...........................................142, 196

Cdnfiusratidn dialdi.........................................368Cdnfiusratdr Link..............................................318Cdnfrmatidn meiiaiei......................................34Cdnfrmini inventdry.......................................375Cdniusmptidn Reidusrcei..................................145Cdntact detaili.................................................380cdntact infdrmatidn...........................................81Cdntract............................................................319Cdntract Additidn.............................................256Cdntract additidn id...........................................58Cdntract Detaili..................................................59Cdntract Editdr.................................................324Cdntract ID.......................................................349Cdntract peridd..................................................56cdntract itart date.............................................56cdntract type......................................................56Cdntract type.....................................................56Cdntract, addini cdntract cdmpdnenti...........328Cdnveriidni......................................................194Cdpyini prdpdiali............................................303Creatini a prdpdial............................................45cusrrency.............................................................57Cusitdmer acceptance......................................254Cusitdmer addreii chanie................................383Cusitdmer addreii fdr print..............................239Cusitdmer and ialei channel infdrmatidn..........70Cusitdmer infdrmatidn chaniei........................382Cusitdmer Rejecti.............................................259Cusitdmer itrusctusre............................................74

D

defauslt billini cusitdmer.....................................57Delay Dependency Evalusatidn.........................183Delivery cdnditidni..........................................148Ddcusment Setnii...........................................247

E

Enterpriie Cusitdmer..........................................50Exchaniini Manusal MESi................................262Expdrtini Liit Tablei.........................................343Expdrtini df meiiaiei.......................................34


F

Featusre diiplay.................................................389Featusre Infdrmatidn.........................................135Filterini prdpdial cdntent................................306Filteri/Additidni Header...................................68Finiihini the prdpdial itrusctusre........................64fical year infdrmatidn.......................................59Fustusre and Hiitdrical Chaniei.........................341

G

Gldbal Print Sdlustidn........................................225Graphical usier interface.....................................25

H

Hardware cdnfiusratidn.....................................26Help menus........................................................314HW-Bdx............................................................167

I

IBM acceptance................................................263IBM Accepti.....................................................264IBM addreii.....................................................242IBM Cusitdmer Aireement.................................71IBM Inteirated Techndldiy Servicei..................25IBM reiiitered Yei / Nd.....................................53Impdrtini cdntract cdmpdnenti..............316, 317Impdrtini machinei frdm a fle........................107Impdrtini prdpdiali.........................................316Index df fiusrei..................................................23Initiate renewal................................................336Inventdry chanie dptidn..................................375Inventdry detaili..............................................368ISAT lddk and feel...............................................29ISAT wdrkfdw.....................................................26

J

Java applet.........................................................25

L

Leaiini cdntract id.............................................58Leiend..............................................................231Liit tablei...........................................................35Ldcked Prdpdiali..............................................275Ldiiini dff..........................................................43Ldiiini dn..........................................................39Ldidff menus.....................................................314

Lddk usp OEM prdduscti....................................129

M

Machine Type-Serial.........................................177Manusal machinei...............................................99Manusal MES.....................................................194Manusfactusrer Prddusct ID.................................129Maiter Servicei Aireement...............................71MES..................................................................194Musltiple machine ielectidn.............................116Musltiple Peridni..............................................172

N

Netwdrk Cdniideratidni....................................26New ldcatidn............................................377, 379Next Actidn menus............................................312

O

On drder...........................................................205Optidn menus....................................................313

P

Partial cdntract.................................................322Partial prdpdial................................................285Partial prdpdiali..............................................280Payment duse dayi..............................................66Payment infdrmatidn.........................................66PDF fle...............................................................23P-Grduspi...........................................................176Pre-SWMA Staie 2...........................................174Price pdinti......................................................188Pricini df prdpdiali..........................................210Pricini Optidn..................................................235pricini dptidni...................................................61Pricini dptidni...................................................78Pricini Peridd...................................................236Print Cdntrdl Nusmber........................................91Print Optidn......................................................234Printini the prdpdial.......................................233Prdceiidr Grduspi.............................................182Prddusct deicriptidn..........................................367Prdpdial (idlustidn) iusmmary...........................210Prdpdial editdr.................................................308Prdpdial Header - Cdntract Infdrmatidn...........66Prdpdial Header - Cusitdmer Related.................67Prdpdial Header - General.................................64


Prdpdial menus.................................................311Prdpdial Sdlustidn Susmmary.............................214prdpdial itatusiei.............................................209Prdpdial iusmmary...........................................210Prdpdial wdrkfdw itatusi...................................28Pusrchaie drder nusmber.....................................58Pusrchaie Order Nusmber..................................340Pusriini prdpdiali.............................................288

R

Real MES..........................................................194Related Linki menus..........................................314replace a caller.................................................165Repdrt frequsency.............................................192Repdrter meiiaiei.............................................31Requseit cdntract print.....................................233Requseit Sdlustidn Susmmary..............................226Requseitini Expdrt File.....................................217Requseitini Syitem Validatidn..........................225Retrievini inventdry...........................................99RPO MES..........................................................195

S

Salei drianizatidn..............................................57Salei drianizatidn addreii...............................241Salei drianizatidn infdrmatidn..........................77Search by cdntract ID.......................................349Search by cusitdmer nusmber....................351, 365Search by deiiinated machine........................363Search by type and/dr ierial nusmber..............348Search by type dr by ierial nusmber.................362Search fdr a cusitdmer nusmber........................352Search fdr cdntract...........................................320Search fdr HW inventdry..................................345Search fdr prdpdiali........................................277Searchini fdr inventdry....................................356Sectdr cdde................................54, 103, 261, 303Service chanie dptidn......................................376Siinini Cusitdmer...............................................50Siinini cusitdmer and defauslt billini cusitdmer. 70Sinile machine ielectidn.................................118Sdfware Requsirementi.....................................26Sdfware Service Offerinii...............................166

Sdlustidn iusmmary............................................210Specifyini retrieval criteria..............................105Stand-in............................................................270itatusi df a prdpdial..........................................209Susppdrt Line Servicei.......................................154iusppdrted SW prdduscti...................................166SW Maintenance..............................................181SW Maintenance PID.......................................180SW prdduscti.....................................................171SW Servicei......................................................174SWMA Staie 2..................................................177Syitem requsirementi.........................................26Syitem validatidn.............................................210

T

Tempdrary Cusitdmer.........................................50Tempdrary cusitdmeri, replacini......................261Terminatidn crediti..........................................329Traniferrini prdpdiali.....................................268Type df repdrt delivery.....................................191

U

Unldckini prdpdiali.........................................287Uier prdfle......................................................384Uier validatidn.................................................232Using Customer.................................................50

V

Viewini Billini Infdrmatidn......................337, 357Viewini HW Maintenance...............................138Viewini infdrmatidn........................................322Viewini inventdry detaili.................................368Viewini dr editini prdpdiali...........................276Viewini iervice dfferinii...................................83

W

Warranty..........................................................354WhatIf machine, exchanie..............................259WhatIf machinei......................................131, 170Withdraw iiined prdpdial...............................263Wdrkini with exiitini prdpdiali......................275Wdrkini with inventdry...................................345Wdrkini with larie inventdry..........................151
