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Last Updated: 11 September 2013 Page 1 of 14 Provide Feedback on this Training Resource

Service Invoice & Quoting SKUs

Distributor Job Aid

External Job Aid

Cisco Service Contract Center



TABLE OF CONTENTS

Introduction ............................................................................................................................................................... 3

1 SKU Types .................................................................................................................................................... 3 1.1 SKU Type Availability ....................................................................................................................... 3

2 SKUs on Invoice .......................................................................................................................................... 4 2.1 Fixed Dollar SKU .............................................................................................................................. 4 2.2 Dollar Adjustable SKU ...................................................................................................................... 5 2.3 Enterprise SKU ................................................................................................................................. 6

3 SKU Behavior ............................................................................................................................................... 7

4 Setting SKU Options for Invoicing............................................................................................................. 8 4.1 Setting SKU Option for Invoicing in Preferences .............................................................................. 8

4.1.1 Distributor Administrator Role.............................................................................................. 9 4.1.2 Distributor Quoting and Purchasing/Ordering Roles ........................................................... 9

4.2 Setting SKU Option for Invoicing in Quick Quoting ........................................................................ 10 4.3 Setting SKU Option for Invoicing in Standard Quoting ................................................................... 11

5 Quoting by Enterprise Service SKU ........................................................................................................ 11 5.1 Quick Quoting Workflow ................................................................................................................. 11 5.2 Standard Quoting Workflow ............................................................................................................ 12

6 Error Messages linked to SKUs when Quoting ...................................................................................... 14

7 SKU Usage by Region ............................................................................................................................... 14

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Introduction

This job aid will provide the necessary information regarding the different types of Service Invoice and Ordering SKUs in Cisco Service Contract Center (CSCC). Important Note: To search for a word in this User Guide, press ‘Ctrl F’ on your keyboard, enter the word into the ‘Find what:’ field, and press ‘Enter’. Navigate through the document by clicking ‘Find Next’ to locate additional instances of the word.

*For more information on topics not found or covered in this Job Aid, please reference the CSCC Distributor User Guide.

1 SKU Types A stock-keeping unit or SKU is a number or code used to identify each unique product for sale. SKUs are used in CSCC for invoicing or ordering (determining a price on the line within a quote). When invoicing, there are 3 SKU choices and when ordering, there is 1 SKU choice. An Ordering SKU is a Product + Service Level combination that the system uses to derive the price.

3 types of Invoicing SKUs:

o Fixed Dollar SKU (also called SMS SKU)

o Dollar Adjustable SKU (also called Variable Dollar SKU or Flexible Dollar SKU)

o Enterprise SKU (also called Mapped SKU or Direct SKU)

Quoting SKU (used to determine price on the quote):

o Enterprise Service SKU

1.1 SKU Type Availability The different types of SKUs are used in Cisco’s Quoting and Ordering tools, below are tables that describe within which tool each SKU can be used.

Note: Fixed or Dollar Adjustable SKUs are only for invoice purposes. When quoting within the tool (adding a line) by SKU, it can only be done by Enterprise SKU.

SKU Type Availability for Invoicing

SKU TYPE CSCC SMS3 CCW

Fixed Dollar

Dollar Adjustable

Enterprise

SKU Type Availability for Quoting

SKU TYPE CSCC SMS3 CCW

Fixed Dollar

Dollar Adjustable

Enterprise

http://www.cisco.com/web/partners/support/cpe/cscc_d/en/user_guides/CSCC_Distributor_User_Guide.pdf


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2 SKUs on Invoice

When invoicing, the 3 SKU types can be seen on the invoice depending on what is set in your preferences. For setting SKU choice in your preferences, see the Setting SKU in Preferences.

2.1 Fixed Dollar SKU Fixed Dollar SKU is an invoicing SKU that shows the fixed unit price and a variable quantity on the invoice. The total price is fixed and the quantity varies to support the fixed price. The price is derived from the Product ID, Service Level and the set Duration.

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

Cons: No 1:1 correlation between the SKU and the Product ID. No product details are given in the SKU. There is no way to tell what product is being covered by just looking at the SKU.

CSCC only allows Fixed Dollar SKUs to have a maximum of 4 digits (i.e. SMS-9999); due to history that Disti ERP systems only allow 4 digits. A quote amount (Net Price) worth $10,237.60 will be broken down into 2 lines on the invoice. CSCC calculates your single dollar sku to a maximum quantity of 9999 or less and then the remainder is quoted as your quantity for your thousand dollar sku.

SKU Fixed Unit Price Variable Quantity Net Price (Service Amount)

CON-SNT-SMS-1 0.8 9797 7837.60

CON-SNT-SMS-1000 800 3 2400.00

Note: The Fixed Unit Price will always show the Distributor Discount, even when combined with other discounts.

CSCC Quoting Screen – Product Table

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CSCC Sample Invoice – Fixed Dollar SKU

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

2.2 Dollar Adjustable SKU Dollar Adjustable SKU is an invoicing SKU that shows the fixed quantity and a variable unit price on the invoice.

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

Cons: No 1:1 correlation between the SKU and the Product ID. No product details are given in the SKU. There is no way to tell what product is being covered by just looking at the SKU.

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

Note: The ‘Display Partner Discount’ checkbox must be selected for the Quote Net Amount to match the Service Amount on the Sample Invoice.

Note: Quantity needs to be calculated and rounded to a whole number. This may result in the ‘Invoice Service Amount’ differing from the ‘Net Quote Amount’ on the user interface.

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The total quantity is fixed and the unit price varies to support the fixed quantity. The price is derived from the Product ID, Service Level and the set Duration. A quote amount (Net Price) worth $10,237.60 will be displayed as 1 line on the invoice:

SKU Variable Unit Price Fixed Quantity Net Price (Service Amount)

CON-SNT-OPS 10237.60 1 10237.60


CSCC Sample Invoice – Flexible Dollar SKU

2.3 Enterprise SKU

Enterprise SKU is an invoicing SKU that shows a fixed unit price and variable quantity for each product on the invoice. Product details are provided in the SKU. The quantity is derived from the lines or number of products being quoted and not the set duration. With a quote amount (Net Price) worth $10,237.60 will be broken down into 2 lines on the invoice:

SKU Fixed Unit Price Variable Quantity Net Price (Service Amount)

CON-SNT-W6509EOS 10237.60 1 10237.60

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Pros: There is a direct 1:1 association between the SKU and the Product ID. The product being covered is listed in the SKU.

Cons: Limits user to the set duration on the price list for that product of 1yr or 3yrs.

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


Note: A quote line with Enterprise SKU Invoicing can only be ordered through Distribution at the coverage duration specified on the Cisco price list (12 months or 36 months or when quoting IronPort, 12 months, 36 months or 60 months). Ensure that the duration on the quote line matches the price list duration. If it does not, edit the line and correct the duration to match the price list duration and re-validate.

CSCC Sample Invoice – Enterprise SKU

3 SKU Behavior

The purpose of this section is to summarize the behavior of Enterprise SKU, Fixed Dollar SKU and Dollar

Adjustable SKU for invoicing in CSCC. A high level process flow is shown as follows:

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4 Setting SKU Options for Invoicing SKU choices for invoicing can be set in your preferences depending on your distributor role with the additional abilities to always use Enterprise SKU Invoicing or SKU Rounding. SKU Options can also be selected in both Quick and Standard Quoting workflows.

4.1 Setting SKU Option for Invoicing in Preferences Distributor Administrators can set their SKU preference within the General tab under Manage Distributor Profile. The Distributor Administrator can set “Fixed Dollar” or “Dollar Adjustable” by selecting from the Invoice Dollar SKU Option dropdown menu. “Enterprise SKU” can be selected by checking the “Always use Enterprise Dollar SKU for Quoting” box which overrides what is selected in the Invoice Dollar SKU Option dropdown menu.

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4.1.1 Distributor Administrator Role

Preferences – Disti Admin Role – Setting SKU

Preferences – Re-login Popup Window

Note: You must be enabled for Enterprise SKU Invoicing to be able to see the “Always use Enterprise Dollar SKU for Quoting” checkbox. Otherwise, if you are NOT enabled for Enterprise SKU Invoicing you will NOT be able to see this box.

4.1.2 Distributor Quoting and Purchasing/Ordering Roles

Step 1: Select SKU option from the dropdown for “Fixed” or “Dollar Adjustable” or check the “Always use Enterprise Dollar SKU for Quoting” to select Enterprise SKU option. Note: Checking “Always use Enterprise Dollar SKU for Quoting” will override what is selected in the Invoice Dollar SKU Option dropdown.

Step 1: Check the “Always use Enterprise Dollar SKU for Quoting” to select Enterprise SKU option. Note: If the box is not checked, the SKU option that the Disti Admin has set will be seen on the invoice.

Step 2: Select “Save Preferences” to save your selection. Note: After you have saved your selection, you will need to close all browsers and re-login the tool for the changes to take effect (see pop up). Click ‘OK”.

Step 2: Select “Save Preferences” to save your selection. Note: After you have saved your selection, you will need to close all browsers and re-login the tool for the changes to take effect (see pop up). Click ‘OK”.

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Preferences – Disti Quoting & Purchasing/Ordering Roles – Setting Enterprise SKU & Re-login Pop Up Window

Note: You must be enabled for Enterprise SKU Invoicing to be able to see the “Always use Enterprise Dollar SKU for Quoting” checkbox. Otherwise, if you are NOT enabled for Enterprise SKU Invoicing you will NOT be able to see this box.

4.2 Setting SKU Option for Invoicing in Quick Quoting

When moving from the Quick Price or Pricing screens to the Quoting screen, if you are Enterprise SKU Invoicing enabled, the following popup will appear with the option to use Enterprise SKU Invoicing by checking the box. Enterprise SKU Invoicing will not be used if the box is left unchecked.

Confirm Quote options Popup

Your selection choice on the “Confirm Quote options” popup can be seen at the header level of the Quoting screen which will be grayed out with what you chose in the popup.

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Quoting Screen – Enterprise SKU Invoicing Checkbox

4.3 Setting SKU Option for Invoicing in Standard Quoting Within the Quote Summary Details screen under the “Settings” section you can select Enterprise SKU Invoicing if you are enabled. If not enabled, the box will be grayed out and be uncheckable.

Note: If the Enterprise SKU Invoicing box is checked, it will override the Default Invoicing SKU set in your preferences.

Quote Summary Details Screen – Enterprise SKU Invoicing Checkbox - Unchecked

Quote Summary Details Screen – Enterprise SKU Invoicing Checkbox - Checked

5 Quoting by Enterprise Service SKU

When quoting in the both Quick and Standard quoting workflows of CSCC, you can add a line to a quote by providing an Enterprise Service SKU which will determine a price for that line. An Enterprise Service SKU is made up of a Product and the Service Level.

Note: Quotes that contain service levels that require Enterprise SKU Invoicing must be ordered using Enterprise SKU Invoicing. The user must be Enterprise SKU Invoicing enabled.

5.1 Quick Quoting Workflow

Within the Quick Price screen and/or the Add/Upload Lines popup in the Pricing and Quoting screens, an Enterprise Service SKU can be added. For full details on entering products or adding lines, see the section Building a New Quote & Obtaining a Quick Price in the Cisco Service Contract Center Distributor User Guide – Quick Quoting.


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Quick Price Screen – Enterprise Service SKU

Add/Upload Lines Popup – Enterprise Service SKU

5.2 Standard Quoting Workflow Within the Line Items and Pricing screen, an Enterprise Service SKU can be added when using the “Add Line” option in the Action dropdown. For full details on entering products or adding lines, see the section Add Line under the Line Items and Pricing screen in the Cisco Service Contract Center Distributor User Guide – Standard Quoting.

Step 1: Enter Enterprise Service SKU.


Step 2: Select ‘Request Price’ for a quick price or select “Proceed To Quote’ to move directly to the quoting screen.

Step 2: Select ‘OK’ to add line.


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Add Line Popup – Enterprise Service SKU


Step 2: Enter Site ID and select ‘Add Line’.

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6 Error Messages linked to SKUs when Quoting

The following errors can occur while quoting by Enterprise Service SKU. See the descriptions and how to correct the errors below:

Error Message Description Correction

1. MISSINGDATASUMSVL

2. XXCSS_QOT_PN_MISSING

You can obtain a quick price for a quote based only on a Service SKU. To order lines with Service SKUs, you must have a serial number and/or product number attached to it. You cannot order service based on Service SKU alone.

You must specify a product number and/or serial number for each line containing a Service SKU to complete the service order; otherwise you will receive this error.

1. XXCSS_QOT_SN_SER_SKU_PRD_REQD If you enter a Service SKU that is not mapped to the serial number or product number entered, you will receive this error.

You must enter a Service SKU that is mapped to the serial number or product number on the quote.

1. XXCSS_QOT_SS_NOT_ENT_SKU_IV

2. XXCSS_QOT_DIST_NOT_ENT_ENABLED

3. XXCSS_QOT_NO_DIST_ENT_SKU_ENB

4. XXCSS_B2B_2T_SWSUB_INV_ENT

If the quotes you are creating contain service levels that require Enterprise SKU Invoicing, they must be ordered using Enterprise SKU Invoicing and you must be Enterprise SKU Invoicing enabled to be able to quote and order with Enterprise SKU Invoicing.

You must be enabled for Enterprise SKU Invoicing, once enabled; you must select Enterprise SKU Invoicing while quoting.

5. SCDAT1013 A quote line with Enterprise SKU Invoicing can only be ordered through Distribution at the coverage duration specified on the Cisco price list.

Ensure that the duration on the quote line matches the price list duration. If it does not, edit the line and correct the duration to match the price list duration and re-validate.

7 SKU Usage by Region The different SKUs are used across ALL regions. The table below describes which SKUs are used in which regions:

Region Fixed Dollar SKU Dollar Adjustable SKU Enterprise SKU

US/CAN

LATAM

EMEAR

APJC

Documents

Service Invoice & Quoting SKUs - cisco.com · Cisco Proprietary © 2013 Cisco.comCisco and/or its affiliates. All rights reserved. | Privacy Statement Trademarks ... 8 4.1.1 Distributor