Professional Documents
Culture Documents
***IF WE HAVE MULTIPLE START DATES , CONSIDER THE, OL DEST START DATE , LATEST END DATE
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TRANSACTION DASHBOARD
SALES CONNECT ( Watson health and STG – wlang sales connect) see * primary business unit /
softstop if walang sales connect
RSO
WORK NUMBER - if okay na lahat lahat
Client information
Customer number -legal name
INSTALL ADDRESS
INVOICE ADDRESS
AGREEMENT INFO TAB
o Check the attached agreement below
o Client relationship agreement, can identify using agreement number , type and date
SCL - click on link
CMCICS
o Cmcics
o Inquiry put S to search
o Installed address
o AR
o Customer number = enterprise number
o
steps : AAS:
slst, CN
site, Mktg Dept
get the last 2 digit
CCSINQ+ last 2 digit
coll b/O: Mktg Dept
slst, CN
2 tabs
TYP : MKT
user, first 2 in AI
IV.PBA
BCC and BT
V. CLIENT CONTRACT
CREATE O2C
1. EXECUTED CONTRACT
SIGNED CONTRACT – copy paste the SOW copy
Mark as complete once all is done ,SAVE AND YES
Attached email from ES ( clink CREATE RESPONSE , IMPORT EMAIL ) SUBJECT: RECEVIED
RQUEST FROM BLUE QUEST
2. CSID -
CSID PROJECT NAME
CSID INVOICE TO PROGRESS .
SERIAL NUMBER
OO AND PM
COMPLETE NOW CSID , CLEAR EDITE
CLEAR CAKE
RSO = JF4 areas swg
TRANSACTION NUMBER
END AND START DATE
CUSTO INFO.
CUST DMG INFO
WB SET UP
Billing type
BUSINESS TYPE
Milestones schedule
Travel . living expense – do not bill
***
DIVISION 4C
DEPT
Major 816
For the Contract, you will hit the "Forward Signature" button
For CSID, you will hit the "Forward IBM Internal" button
For the Price Case, you will hit the " Forward IBM Secure" button
, remove attachment
1.Sow
2.SCL
3.PURCHASE ORDER
4Csid INVOICE 2