Flexible Invoicing

Arrears Scenario
Step 1: Login to ccw portal “https://ccw-cstg.cisco.com/ICW/PDR/deal#/createquote“ with partner
credentials and create a quote.
Step 2: Enter required details like ship to, billing to, install site, and Buy method “Cisco”
Step 3: Add items to the quote and validate
Step 4: Submit for approval
Step 5: Login to " https://ccw-cstg.cisco.com/ICW/PDR/rest/quoting/proxy " Deal using AM proxy
and Reopen the Deal.
Step 6: Add non-standard items/ flex invoice enabled items in the quote. Update duration, start date and end date
for services.
Step 7: Enter the Non-Standard qualification details
Step 8: Enable custom Invoicing
Step 9: Submit for approval
Step 10: Login to MDM using “https://mdmui-cstg.cloudapps.cisco.com/mdmui/rest/proxyHome “ to approve
the NS deal.
Step 11: Login to “https://ccw-cstg.cisco.com/icw/pdrqo/portal.order“ with CSOPS user and create an order
Step 12: Enter Bill to site ID and continue.
Step 13: Order item(s) from the quote.
Step 14: Validate the added items.
Step 15: Enter the required details.
Step 16: In the Billing Page check the Flexible/Custom Invoicing Tab , if flexible invoice option is
enabled/available or not.
Step 17: Enter the case number and uncheck “Auto book” option.
Step 18: Submit the order.
Step 19: open the order in CG1(SOWB)
Note: Order is not Booked in CG1
Next Step: Apply Invoice hold in SOWB and upload template via BOT.