CTMP – Process Deck - Cisco – Process Deck ... Quote after discussion with Distributors Note: ... The receiving sites shall then proceed sorting in country & ship to

CTMP – Process Deck

© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 1

APAC CTMP – 2 Tier Process


Step Owner Procedure ResourceStep 1-2

Quote Creation in CTMP tool

Sales 1. AM creates a CTMP quote in the CTMP tool. The trade-in credit can be adjusted as follows:

2. AM forwards the Quote to the Distributors (cc Reseller) for approval of Terms & Conditions. A Credit Authorization Form (CAF) is created when the quote is forwarded via email to the partner for approval.

! CAF screenshot

Step 3 Distributors 1. An email is sent to the Distributors with a link to click and accept the ! T&Cs acceptance

APAC CTMP – 2 Tier Process


Step 3

CAF Status

Distributors 1. An email is sent to the Distributors with a link to click and accept the T&C. If Distributors does not respond to the email in 2 days time, a reminder email is sent again.

2. Once Distributors accepts the T&C by `click & accept’, an email notification is sent to the AM.

3. If Distributors does not accept the T&C, AM may wish to revise the Quote after discussion with Distributors Note: CTMP Quote is valid 30 days from quote creation. Partner requires a CCO log-in access to accept the T&C.

! T&Cs acceptance screenshot

Step 4-5

Deal approval

Sales 1. AM then registers the CTMP quote in SFDC as non-standard deal and provide Quote details in DSA for discount approval. AM should provide the following information for DSA approval: 1. CTMP quote # in BOM attached 2. Match quote details (Trade-to products) with BOM details

2. If the deal is approved, AM can then provide the Distributors with approved Deal Id and CTMP Quote No. for ordering purposes. If the deal is not approved, AM creates a new Quote to meet Deal Desk requirements.

APAC CTMP – 2 Tiers ProcessStep Owner Procedure Resource

Step 6-11 DART & RMA

Distributors 1. Distributor submits a DART approval request (one request for CTMP order) with CTMP Quote No. and Deal Id. This is to facilitate the DART approval. If the approval request is rejected, the distributor should revise the DART for another review.

2. Once DART is approved, the distributor can submit POS and claim in DCA. The pay-out

! Dart Approval Request


submit POS and claim in DCA. The pay-out will occur with 100% fulfillment of trade in equipment. The trade in credit will be paid to the distributor who should pay out to the reseller upon full and accurate receipt of the trade in equipment

3. Distributor receives a system-generated RMA notification for the trade in items. The return should be done within 90 days from complete shipment of order.

4. Debit Memo will be issued to re-claim Trade-In credits for non-returned Trade-In equipment.

APAC 2 Tier Trade-In process


Step Owner Procedure ResourceStep 1 Partner Partner logs into the POWR tool to request a free pick up by Cisco ! POWR Tool pick up

procedure

Step 2 SSC Receiving Centre - DHL

The POWR tool pickup request is sent to in-country receiving centre

Step 3 SSC Forwarderagent - DHL

The in-country freight forwarder contacts the customer within 3

business days to finalize export documentation, pick up date and time.

Step 4 SSC The freight forwarder picks up trade in equipment from the customer

APAC 2 Tier Trade-In process



The freight forwarder picks up trade in equipment from the customer

site at agreed upon pickup date and time


The returned goods to be received by in country receiving sites.


The receiving sites shall then proceed sorting in country & ship to

regional receiving site for product audit process.


The regional receiving site shall proceed C3 receiving for correct

product against RMA line and close line in C3 accordingly


For discrepant items, the regional receiving site shall proceed

transaction into C3 under Unordered Receipt Process.

Appendix


CTMP Terms and Conditions sent to Partner/Disti


CTMP Email (request for T&C acceptance)








Dart Approval RequestDART Creation by Distributors

Step 1: Click “Import TMP Quotes”

Step 2: Enter CTMP Quote #, click Import Trade-Ins

Step 3: Trade-To products set up in CTMP calculator


set up in CTMP calculator are imported into DART, click “Next”. Step 4:Validate DART

creation information

POWR Tool Pick up ProcedureCustomer logs into the POWR tool to request a free pick up by Cisco:

1. Go to POWR tool at www.cisco.com/go/logistics.2. Click on “Process Return”3. Enter the RMA number or CTMP quote number. Check the box to agree to Terms and Conditions. Click

next.4. Enter the Pick Up Location Information. Choose Yes to proceed.5. All the open parts to be returned for the RMA will appear. Enter the Quantity to Ship for all parts to be

returned. Choose Next.6. A window will pop up asking, “Your shipment will contain __ box(es). Continue?” Verify the number of

boxes by clicking Ok.7. Enter Weight, Length, Width, and Height of the shipment package. Please enter accurate details, as

shipping carrier needs to know the general size of the package. Choose Yes when ready to proceed.


shipping carrier needs to know the general size of the package. Choose Yes when ready to proceed.8. Enter Date/Time that package will be ready for pick up, and the total number of pallets. Any special

instructions can be made on this screen. Click Process Shipment when ready.9. Click on Display Label for all boxes to be shipped. Print the label from this page. Customer will only be

able to print the label the day that the order was processed.10. Print this page for reference.

Pickup Coverage:Cisco’s freight forwarders shall have local operations for the pick-up of trade in equipment from customer’s sitein most APAC countries.Packaging: It is customer’s responsibility to properly package Cisco equipment for the return and to attach a copy of POWRtool label print-out to the outside of each cartoon or box to be returned.Cisco and non-Cisco products have to be separately packed to facilitate separate arrangement.To view packing guidelines, go to http://www.cisco-returns.com/guidelines/index.htmReturn Freight: Cisco pays for return freight for pickup scheduled via the POWR tool.

APPENDIX 1: USE OF THE SVO TOOLSVO tool provides trade in equipment receiving status. The tool can be accessed at http://tools.cisco.com/serviceordertools/svostatus/query.do

-Status: “Closed” status indicates trade in equipment were returned and received into the C3 system. “Awaiting Return” status indicates equipment were not yet received into the C3 system. Equipment could be outstanding or were in-transit or were in the process of being audited.

-Received Serial Id: This column records serial numbers of received products.

-Qty Rcvd: This column records received quantities.

- Date Received: This column records the date when the product is manually received into the C3 system.



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CTMP – Process Deck - Cisco – Process Deck ... Quote after discussion with Distributors Note: ... The receiving sites shall then proceed sorting in country & ship to