Cisco Commerce EXTERNAL RELEASE TRAINING · Provide Feedback on this Training Resource Last...

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Last Updated: March 1, 2019 All rights reserved. Cisco Proprietary. ©2019 Cisco and/or its affiliates. Cisco.com | Privacy Statement | Trademarks Content Authors/Publisher – Cisco Commerce Release Communications (CRC).

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Cisco Commerce

March 10, 2019 Release Notes and Training

EXTERNAL RELEASE TRAINING

On March 10, 2019, we are making more improvements to Cisco Commerce. This document shows you what is new and

how to make the most of these changes.

Contents 1.1 Easily ensure that Deal and Order End-Customer are aligned for proper bookings ............................................ 2

1.2 You can now Co-Term TnC+ offers to Enterprise Agreement end date ............................................................... 3

1.3 Mandating Smart Account/Virtual Account on Enterprise Agreement (EA) Reusable Non Standard Discount

(RNSD) Deals ....................................................................................................................................................................... 6

1.4 Order Total display of un-submitted orders in Cisco Commerce ......................................................................... 8

1.5 Subscription ordering capability under Managed Services/Service Provision Use ............................................. 9

1.6 New Subscription Activation notification to Bill-To-Customers ......................................................................... 12

1.7 Customization of List Price Catalog Report ......................................................................................................... 12

1.8 Purchase Adjustment enhancements .................................................................................................................. 15

1.9 Enhancements to Clone and Export of Estimates ............................................................................................... 23

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Cisco Commerce March 10, 2019 Release Training – EXTERNAL


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1.1 Easily ensure that Deal and Order End-Customer are aligned for proper bookings As you go through the Deal and Quote creation process, and convert that quote to order, we want to ensure that

the appropriate end-customers/users are captured in both quote and order. We are providing you with the tools

to more easily select the appropriate end-customer on your Deal and Order, as well as provide you the

awareness of any discrepancies between end customers on a Deal and Order. This ultimately helps make sure

that your Orders are booked properly, negating the need to reach out for manual support.

One of the tools we are improving is the end-customer search tool:

When editing end-customer on your order, you are now provided with a new default view: Only addresses

and companies associated with the end-customer on your Deal will be shown. This view is the default but

can also be selected manually by clicking on the radio button with the end-customer name next to it.

You can still toggle favorites list using the Favorite List radio button (giving you a view that you are

familiar with.

After selecting an address on the new default view, you can use the selected address on Order and add it

to your favorites list by clicking on Use and Add to Favorites, or if you prefer, you can simply add the

selected address on the Order by using the Use Selected Address button (without adding the address to

your favorites).

The ability to conduct advanced searches and create new address for End Customers remains unchanged.

We have also incorporated a new warning message in the Review and Submit Tab in your order. If there is

a discrepancy between the end-customer on the deal and order, you will be informed of this via the new

message.

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There is also additional functionality within the message. You will note that Deal and Order are

highlighted. If you hover over either, the respective End-Customer will display, allowing you to easily see

the mismatch between end-customers. You can then, proceed by either updating the end-customer on

your Deal or your Order, depending on the correction needed.

1.2 You can now Co-Term TnC+ offers to Enterprise Agreement end date We have made it easier for our Enterprise Agreement (EA) customers/partners to manage subscriptions better by

enabling co-terming features for TnC+ offers in Cisco Commerce.

An EA eligible customer/partner can leverage the Buying Program Awareness (BPA) features to get 100%

discount on the software purchased under EA. BPA uses the Smart Account (SA) to systematically apply

the EA eligible discount and co-term the TnC/TnC+ subscription/expansion products to the EA contract

end-date.

Configuration enhancements are made, which will automatically adjust the TnC and TnC+ configuration

when a smart account is added and manual re-validation will no longer be needed.

We have also enabled BPA partner eligibility check for TnC+ offers, which will ensure only certified

partners are allowed to sell these offers in certain eligible countries. Partners are required to have Partner

Authorization Codes (COMCERT or GLBCOMMRC) in their profile to make use of BPA features.

Commercial Invoice (CI) indicative values for eligible ship to countries are also made available for TnC+

offers on an approved quote-new purchases only. To generate CI indicative values, see training here.

Note: The EA discount and co-terming is only applicable to TnC/TnC+ SKUs that are part of Hardware/Software

ATO or a Major Line Bundle (MLB). Single Sub MLBs and XaaS SKUs are not supported by this feature.

Note: Distributors will only be able to make use of the SA based EA discount. Co-terming will not be applicable.

To make use of the SA based EA discounting, co-terming subscription to EA end date and systematic removal of

SWSS on qualifying perpetual software feature, follow the below steps:





https://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/Cisco_Commerce_Q3FY18_March_Release/Q3FY18_Partner_and_Distributors_Release_Training.pdf#page=5




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Quote/Order

1. Start with As-Is process of creating a quote/order and add a TnC/TnC+ Offer/SKU.

2. Add the software subscription to the offer in the configuration UI and validate the configuration.

3. Once the configuration turns Valid, assign the Smart Account (SA) at the quote header or ATO level and click

Save and Continue.

Note: We recommend you add all the SKU/Items to the quote before assigning the SA at header level.








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4. The configuration will be systematically revalidated and result in below changes:

4.1. An informational message will appear indicating the changes based on the SA assigned.

4.2. SA based EA 100% discount will be applied on the eligible items.

4.3. The subscription will be systematically co-termed to the EA end date.

4.4. Software Support Service (SWSS) if already covered under EA, will be systematically dropped from the

configuration to avoid duplicate entitlement.

5. After the subscription is co-termed to EA end date, you will not allowed to make any changes to the end date

in Configuration UI. The End Date selection will be grayed out.

Change Subscription

Change subscription will not be allowed, if the initial subscription purchased is already co-termed to the EA

end date. Additionally, if the initial subscription for TnC+ offer was not fulfilled under EA and user tries to add

EA eligible SA during change subscription to avail BPA benefits, then EA discount/co-term will not be allowed.

B2B Partners

B2B users will be able to leverage BPA features to make use of the SA based discounting and co-terming for

TnC+ Offers.








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For B2B users, change subscription will be restricted from B2B punch out UI, if initial purchase is already

covered under EA.

1.3 Mandating Smart Account/Virtual Account on Enterprise Agreement (EA) Reusable Non Standard

Discount (RNSD) Deals To effectively track the consumption of EA RNSD deals, we are now mandating the EA Smart Account (SA)/Virtual

Account (VA) to be added when an EA RNSD deal is created. Partners/Distributors creating a transactional quote

or order using the EA RNSD deal will see the SA/VA systematically copied over from RNSD deal to quote/order.

Quote created with EA RNSD Deal:

On a quote, when an EA RNSD Deal ID is added, we will systematically copy the SA/VA from the deal and apply

to the quote header and line items. You will have the ability to edit the SA/VA copied over from the EA RNSD

at both header and line level.

Note: The SA/VA applied on the quote will be removed when the EA RNSD Deal is deleted from the Discount ID

field.

We will also validate if the partner is eligible for Buying Program Awareness (BPA) and apply all the features

associated with BPA to the offer. If the deal has items which does not qualify for BPA, then RNSD will be

applied.

Note: BPA discounts will always take precedence over RNSD








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Order created with EA RNSD Deal or Transactional RNSD Quote:

On an order created with EA RNSD deal, we will systematically copy the SA from the deal and apply to the

order header. Order created using transactional RNSD quote will have the SA/VA copied over to the header as

well as line items. When any new item is added to the order, the SA applied at header will be cascaded to the

items as well.

We will also validate if the partner is eligible for Buying Program Awareness (BPA) and apply all the features

associated with BPA to the offer. If the order has items which does not qualify for BPA, then RNSD will be

applied.








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Note: BPA discounts will always take precedence over RNSD. And if the SA is removed or changed to a non EA, the

BPA features may not apply.

1.4 Order Total display of un-submitted orders in Cisco Commerce The Orders page/UI in Cisco Commerce has been enhanced to display the order total of UNSUBMITTED orders.

Users can now view/check the order total of UNSUBMITTED orders without having to open the respective order.

Users can now view the order total via “View All” option available under “Orders” tab








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Order total display of UNSUBMITTED orders in the UI/grid view

1.5 Subscription ordering capability under Managed Services/Service Provision Use To be able to create any deal/order in Cisco Commerce, the intended use (Resale/Internal Business Use/Managed

Service etc.) has to be selected. Service Providers have an option to avail a promotion called ‘Simplified Pricing’

which is enabled only when Managed Services/Service Provision Use is selected as intended use. Currently, Cisco

Commerce restricts users from ordering annuity subscriptions offers (XaaS, TnC+) via Managed Service/Service

Provision Use as intended use. To ease the ordering of annuity subscriptions offers, Cisco Commerce been

enhanced enabling users to create a deal/order for annuity subscriptions offers via Managed Services/Service

Provision Use as intended use. The enhancement also enables users to avail the applicable promotions for

annuity subscriptions offers.

Deal Creation

Service Provision Use/Managed Service to be selected as Intended Use








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Select Simplified Pricing promotion under Incentives

Quote creation

Simplified Pricing promotion applied to the annuity subscription based SKU








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Order creation

When Service Provision Use/Managed Service is selected as Intended Use, Simplified Pricing promotion is

applied to the annuity subscription based SKU

Subscription UI

Change Subscription UI will display the Service Provider name if the initial order is placed with intended use

Managed service/Service Provision Use when the user hovers over informational icon next to Intended Use








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1.6 New Subscription Activation notification to Bill-To-Customers Currently, only end-customers receive a subscription activation notification for some offers via a welcome

message. Partners and/or Distributors do not receive the notification and get to know about the subscription

activation events only when they get the first invoice. Going forward, Partners/Distributors will have more

visibility into subscription activation events as they will receive a Proof of Delivery notification. The new

notification message will be sent to partners and/or distributors when a new subscription is activated, a change

subscription is executed, and a subscription is renewed.

The new notification message will have details of the order including end customer, subscription SKU,

activation date, billing details etc. as show below:

The message serves as Proof of Delivery that Cisco has met the delivery obligation and the subscription has

been activated at end user

The Welcome email to the end-customers will continue to be sent to the respective recipients

1.7 Customization of List Price Catalog Report

We have made it easier for you to customize reports in List Price Catalog (LPC). The customization option will

appear when you select either of the below offer categories:

Products & Services

Products Only

Subscription Items (SaaS, On-Premise)








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To make use of this reporting feature, follow these steps below:

1. Select either of the Offer Category (Products & Services, Product Only, Subscription Items)

2. Select either of the options available under Contents (Entire Price List, Product Family) and Click on ( ) icon

to expand the Customize Data Shown








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3. You can customize the report based on the options available under Edit Columns Data. By default, all the

attributes will be selected under Included section.

Note: Greyed out attributes in Included section in Customize Data Shown are mandatory and cannot be

excluded.

4. To exclude any of the attributes on the report, select the attribute and click on forward icon ( )

5. To re-add any Excluded attribute, select the attribute from Excluded list and click on backward icon ( )








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6. Once you are done with the customization, select the format in which you want to get the report and click

Download

Note:

Attributes under Customize Data Shown section will vary based on Offer Category selection

Attributes selected under the Included section will show in the download report in the same sequence

Customization is also available for TAA items

1.8 Purchase Adjustment enhancements We have simplified the Purchase Adjustment (PA) credit process for our 2-Tier (2T) partners, when they migrate

their existing licenses to a subscription (ex: Cisco Transfer, Competitive, SWSS Residual). As a 2T Partner, you will

be able to apply PA credits on an Initial Quote & Change Subscription Quote. Additionally, we have added certain

features to the PA process for the benefit of our Partners & Distributors.

Illustrated below are the steps involved to make use of new PA Credit feature.

Note: Images & content used in the training below is for illustration purpose only and may differ from actual

screens in Cisco Commerce.

2-Tier Partners

Apply PA Credit to Quote:

1. Start with the As-Is process of adding a product to your Quote and Click Edit Options to configure the SKU








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2. While creating a quote, you can now see an option Apply Credits in the Discount and Credits tab if the offer is

eligible for PA Credit

3. Apply Credits (PA Program Discount) modal will appear for you to add credits

4. Based on the offer and configuration, eligible options will be available to choose from Select a Credit

Category drop-down. You can choose one or more option to add credits to an eligible offer.

a. Competitive – Select this option to apply a competitive transfer credit

b. Cisco Transfer – Select this option, if you are migrating from an existing Cisco license to another

c. Residual – Select this option to apply the SWSS Residual credit








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Note:

Competitive and Cisco Transfer are the quantity-based credits. You need to enter the quantity against

the selected credits. However, you cannot enter a quantity greater than the quantity of purchased

licenses.

Residual is SWSS contract number based where you need to enter the associated contract number(s).

Use comma (,) to enter multiple contract numbers.

5. You can choose quantity based option(s) from Competitive and Cisco Transfer categories; Select required

credit option

6. Enter the quantity of licenses for which credit is being requested and click Add. The quantity of license

entered cannot be greater than the purchase quantity

7. Added credit reflects under Credits section

Note: Credit values will not be visible to you on the page. You need to contact your Distributor for pricing.








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8. You are not allowed to add the license qty that is greater than the purchased quantity. An error message will

be shown indicating the actual quantity that can be added.


9. To add SWSS Residual credit to the quote, choose SWSS Residual from Residual category

10. Enter contract number(s) related to SWSS Residual and click on Calculate; use comma (,) to enter multiple

contract numbers








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11. If you enter invalid contract number(s), an error message will be shown indicating the invalid contract

number(s).

12. The SWSS Residual credit will be added and reflect under Credits.

13. To delete any added credit, click on trash icon ( ) available at the respective row(s)

(To edit already added credit, you need to delete the added credit and re-enter.)

Note:

You can delete a credit until quote is approved

Once quote is approved, you need to contact your Cisco Account Manager to re-open the deal to

delete or make changes








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14. You will see a success message on the page and the selected line item is deleted

15. Repeat steps 4 to 14 above if you would like to add/edit or delete a PA credit

16. Once you are done adding the required credits; Click Done. All the eligible credits will be added to the offer.

17. You are now re-directed to the Discount and Credits page on Quote, the Manage Credit indicates the ATO has

PA credits applied; Click Save and Continue to proceed further

18. It takes you to Review tab where you can see a message asking to contact the associated Cisco Account

Manager to review and approve the quote. Contact your Account Manager to proceed further.








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Change Subscription:

1. To view/add credits on a change subscription quote, click Manage Credits

2. You can see the existing active credits to the order

3. To add additional credits follow steps under Apply PA Credit to Quote (Steps 2 to 17)

Note: You cannot edit/delete active credits available in the Manage Credits page








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Purchase Adjustment UI Enhancements

We have added new attributes against each credit name under quote, order and change subscription page in Cisco

Commerce.

1. Total Credit column is made available to show the total credit value applied on each credit type (except: 2-

Tier Partner, you will not be able to view any pricing information on applied credits. You need to contact

your distributor for pricing.)

2. An information icon on the Total credit column explains the credit

3. Time bound ( ) and Recurring ( ) icons are added to help identify if the applied credit is time bound or

recurring

4. You can also see the contract number(s) used while adding the SWSS Credit Residual by clicking on View

Contract Numbers

5. Total Credit may vary based on the Initial term of the subscription


Change Request Start Date in a Submitted Order

You will be able to change the request start date for the subscription on a submitted order prior to subscription

fulfillment. Once the subscription is fulfilled, the option to change the request start date of the subscription will not

be available.

To change the Request Start Date, follow below steps:

1. A pencil icon is enabled to make edits to the subscription start date; click on the pencil icon








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2. Change the request start date and click on Apply

1.9 Enhancements to Clone and Export of Estimates Within the Clone Estimate modal, you will have more options for where to place your cloned estimate. You can

Clone Estimate to “Same Project”, “Other Project”, “Same Project” and “Other Project”, or choose to clone it

without an associated project.

Clone to Same Project:








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Clone to Other Project:

Clone to Same Project and Other Project:








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Clone Without an associated project:

When you Export multiple Project Estimates to Excel, you can make a selection on the Export modal to

create a separate tab in the spreadsheet for each Estimate.

Select the Estimates and “click” Export:

Within the Export modal, select XLS File Type and “Export selected estimates in” Multiple Sheets:








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Each Estimate is located on an individual sheet tab within your XLS workbook file:





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