Cisco CCW Change Order Adoption Training For Partners and Distributors

Change Order Adoption
Partners and Distributors
September 2014
Session Objectives
Overview and Benefits
Change Order Function
Submitting the Change Request
Recap
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Learn
When to use CCW CO
Changes on the Items Tab
Viewing the Discounts Tab
Changes on the Shipping and
Install Tab
Changes on the Billing Tab
Reviewing and Submitting your
Change Request
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Overview
Using the CCW Change Order (CO) functionality, you can request changes and cancellations on both quote
converted and standalone orders without contacting Customer-Partner Experience (CPE).
The CCW CO functionality is similar to the Change Order Tool that is used for requesting changes to
Ordering Tool orders. This functionality in CCW facilitates the retirement of Ordering Tool in August 2013.
Submitted orders are available for you to view in CCW View Status (VS). For orders that are eligible for
change requests, a Change Order | Cancel Entire Order button will be enabled on the CCW View Status
screen.
Benefits
You can self-service change requests and eliminate the need to contact CPE to make changes to submitted
orders.
CCW CO functionality mirrors the process you are familiar with for creating and placing an order. This
improves user experience consistency throughout the quote to order process.
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When to use CCW CO
GO
GO
GO
Changes on the Shipping and Install Tab
GO
GO
Reviewing and Submitting the Change Request
GO
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When to use CCW CO
GO
GO
GO
GO
GO
GO
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For submitted orders that are eligible for changes, Change Order | Cancel Entire Order button will be enabled on
the CCW View Status screen.
The change order button will be disabled if:
The user is not eligible to submit change requests
Order cancellation request or change request is in progress and not yet submitted
There is already a submitted change order that has placed the order on an order hold
Another user is making a change
The order is a trade-in order, a government order with DPAS rating, or a TAA order
The order has one of the following payment types: DOC, PREPAYMENT, CASH AGAINST DOCUMENTS, or CASH ON DELIVERY
All lines / Ship Sets on the order are closed

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When to use CCW CO

Point of No Return
There is a single PONR for each line.
Product lines are eligible for change until the line reaches Production in Progress status. When
manufacturing has started, no more changes are allowed to any attributes related to the line.
Service lines with entitlement status Awaiting Fulfillment will be eligible for changes. When a
service contract gets created, users will no longer be allowed to make any changes to the line.
eDelivery lines with status eDispatch Eligible can be changed. Beyond this point, users cannot
modify or cancel any part of the line.
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Part 1: Initiate a Change/Cancellation Request

1
Access a submitted order from the Order portlet or the view orders screen.
Click the Change Order | Cancel Entire Order button.
A confirmation dialog box displays, showing the two options.
2
3
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Part 2: Cancel Entire Order

1
Click Cancel Entire Order from the Change/Cancel Order dialog box.
Select a cancellation reason from the dropdown: Duplicate PO, Customer Cancelled Order, or Other.
Click Submit Request.
2
3
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Part 3: Initiate Change Order

1
Select Change Order from the Change/Cancel Order dialog box.
Click Ok to proceed to CCW Change Order.
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When to use CCW CO
GO
GO
GO
GO
GO
GO
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Click the pencil icon to change the Purchase Order number.
Type to modify and then click Update.
The new Purchase Order number gets updated.

1
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Part 1: Modify existing lines
A product line cannot be changed if the cycle status

goes to Production in Progress or beyond and a
service line cannot be changed if the cycle status
goes to eligible or beyond.
Change PO line reference.
Adjust the quantity.
Click Modify Configuration to Select Options and / or Services.
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Part 2: Cancel existing lines

1
To cancel a line, select the checkboxes of line(s) that need to be removed from the order and click Cancel
Lines.
Or, click the trash can icon for the line that you would like to remove.
A line cannot be cancelled if the cycle status goes to Production in

Progress or beyond and a service line cannot be changed if the
cycle status goes to eligible or beyond.
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Part 3: Add a new line

New lines can be added in three ways:
1
Enter an entire SKU to add it directly.
Use Find Products to search for and add products.
Import a saved configuration.

2
Standard contractual discounts will be applied to new

lines unless the order is associated to an RNSD that
has approved non-standard discounts for the line item.
Newly added lines can be removed using Remove from Order.
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Part 4: Modify Service Contract Number

1
Navigate to the service line and click the System Generated link.
Enter the required service contract number in the Contract Number dialog box.
Click Continue. The service contract number is updated.
The default System Generated service contract number can be

changed to the user-specified service contract number.
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Part 5: Modify Service Start Date on a Products order

1
Navigate to the service line and click the Service Start Date link.
Click the required start date from the drop-down list.
Click Save. The delay in service start gets updated in the Order.
For shipped products, service start date is flexible and

can be modified.
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Part 5: Change the Service Start Date on a Services Only Order

1
Click Change Service/Subscription link.
In Change Service/Subscription page, click Edit Services.
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Part 5: Change the Service Start Date on a Services Only Order (Contd.)
3
Click the calendar icon on the Edit Services page.
Select the required date from the calendar.
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When to use CCW CO
GO
GO
GO
GO
GO
GO
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Discounts are populated based on the linked Deal ID or as per the standard contractual discounts. Discounts
cannot be modified.
For new or existing lines that are linked to an RNSD, it may be possible to modify the discount.
If the discount is modified, the system will re-validate the pricing of the order.
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When to use CCW CO
GO
GO
GO
GO
GO
GO
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Part 1: Modify header level fields

The following changes can be made to the Order Shipping Options:
1 Add, remove, or edit billing e-mail addresses.
2
Change Early Shipment Accepted selection.
Add, remove, or edit shipping notes.
These attributes can be changed till the

order status reaches Logistics
WareHouse.
4 Add, remove, or edit carton notes.
The Ship All Items Separately field

cannot be modified using CCW CO.
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Part 2: Place new lines in Shipping Groups

1
Click Create New Shipping Group and name the new group.
From the default shipping group, expand the line item(s) and click Move Line.
Select the newly created group that the item(s) should be moved to from the drop down menu in the dialog
box.
1
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When a line status reaches Production in

Progress, it cannot be moved to a new
shipping group.
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Part 3: Modify existing Shipping Groups

All fields can be modified for a specific shipping group.
Lines cannot be moved between two shipping groups. For any changes to lines already assigned to a shipping
groups can be done by creating a new shipping group.
No changes are allowed for

shipping groups that have passed
the PONR.
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When to use CCW CO
GO
GO
GO
GO
GO
GO
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Part 1: Tax Information and Purchase Orders
The following changes can be made on the billing tab:
1 Change the taxability (system validations performed for this change will mirror those that take place during
initial order creation).
Changing information on the billing tab may impact tax, service

pricing, and service configuration on the order.
Attach a purchase order.
The information cannot be changed once the order reaches

Logistics WareHouse.
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Part 2: Credit Card Orders (US and Canada customers ONLY)

1
If the original order was paid for by a credit card, the credit card selected for payment can be changed. The
currently selected card will be highlighted with an orange checkmark.
Select the preferred credit card.
If the preferred credit card is not available, add the credit card information in your user CCW Workspace
Profile and Preferences.
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2010 Cisco and/or its affiliates. All rights reserved.
Cisco Confidential
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Part 3: Modify Reseller Bill-to ID (BID) and Contact

1 Click the pencil icon to edit the address and contact details, or the trash can icon to remove the entry.
2 In the Address Search dialog box, select the radio button next to the desired address or contact.
3 Select Use Selected Address to update the reseller BID.
2
3
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Once the order is submitted, you cannot change:
Billing Address
Billing Contact
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When to use CCW CO
GO
GO
GO
GO
GO
GO
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Submitting the Change Request

A blue icon indicates that a section is valid. A red icon will appear for sections that are invalid or incomplete.
Guiding messaging will direct users to correct or complete required information.
Once any needed changes have been made, click Submit. The change request will be routed for approval. A
success message confirms that the request has been submitted.
The change order hold will be removed from the order once the change request is processed and approved.
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Discarding Changes
1
If at any point you do not want to proceed with the changes, click the Discard Changes icon. Discard Changes
dialog box displays.
Click Submit Request.
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Topics Review
Why use Change Order function?
When to use Change Order function?
How to make changes on the Items Tab?
How to view the Discounts?
How to make changes on the Shipping and

Install Tab?
How to make changes on the Billing Tab?
How to review and submit the change request?
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Click here for country-specific contact phone numbers for Customer Service Central
To open a support case, click the Open a Case link at the top of any CCW page.
Partner Central: Access self-paced e-Learning modules, demos, presentations, videos, and
quick reference guides.
For FAQs and other support resources, visit the CCW page on Operations Exchange.
Partner Help Line: Access pre-sales product support resources.
Partners may also join community discussion forums or log a case for technical issues that
arise when using CCW by going to www.cisco.com/cisco/web/support/index.html
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Thank you.

Cisco CCW Change Order Adoption Training For Partners and Distributors

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Change Order Adoption

Partners and Distributors

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

Change Order Adoption

improves user experience consistency throughout the quote to order process.

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

Change Order Adoption

Change Order Function

When to use CCW CO

Changes on the Items Tab

Viewing the Discounts Tab

Changes on the Shipping and Install Tab

Changes on the Billing Tab

Reviewing and Submitting the Change Request

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

Change Order Adoption

Change Order Function

When to use CCW CO

Changes on the Items Tab

Viewing the Discounts Tab

Changes on the Shipping and Install Tab

Changes on the Billing Tab

Reviewing and Submitting the Change Request

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

Change Order Adoption

The change order button will be disabled if:

The user is not eligible to submit change requests

Another user is making a change

All lines / Ship Sets on the order are closed

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

Change Order Adoption

When to use CCW CO

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

Change Order Adoption

Part 1: Initiate a Change/Cancellation Request

Click the Change Order | Cancel Entire Order button.

A confirmation dialog box displays, showing the two options.

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

Change Order Adoption

Part 2: Cancel Entire Order

Click Submit Request.

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

Change Order Adoption

Part 3: Initiate Change Order

Select Change Order from the Change/Cancel Order dialog box.

Click Ok to proceed to CCW Change Order.

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

Change Order Adoption

Change Order Function

When to use CCW CO

Changes on the Items Tab

Viewing the Discounts Tab

Changes on the Shipping and Install Tab

Changes on the Billing Tab

Reviewing and Submitting the Change Request

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

Change Order Adoption

Click the pencil icon to change the Purchase Order number.

Type to modify and then click Update.

The new Purchase Order number gets updated.

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

Change Order Adoption

Part 1: Modify existing lines