New Channel Data Management (CDM) reporting platform training · New Channel Data Management (CDM) reporting platform training May 12, 2016

New Channel Data Management (CDM) reporting platform training

May 12, 2016

Agenda

• New Platform Credentials

• Partner Navigation to Submit Sales Out & Inventory Data

• Feedback report and Data Validation result

• Scorecard

• New platform demo

• Project phase overview

• Support contact

• Q&A

2Hewlett Packard Enterprise Confidential - For use with Authorized Channel Partners

New Platform Credentials - Partner Portal registration

Step 1: Login to the HPE Partner Ready Portal (PRP) at URL: https://partner.hpe.com/login


Click on:

New user? Register here

https://partner.hpe.com/login

https://partner.hpe.com/web/upp-ww/registration

New Platform Credentials - Partner Portal registration


Step 2: To

complete new

user registration,

fill in information

requested on all

four tabs

Navigation to Submit Sales Out & Inventory Data

Step 1: Login to the HPE Partner Ready Portal (PRP) at URL: https://partner.hpe.com/login


https://partner.hpe.com/login


Step 2: Navigate to the “Sales Out & Inventory Reporting” landing page by using the navigation path: My workspace > Orders > Sales Out & Inventory Reporting

Note : Based on your job responsibility and access level, you may get a different menu than below



Step 3: Select “GO” on the Sales Out & Inventory Reporting landing page


New Platform Credentials

– If you are the first user to access the new INV & Sales reporting portal for your company, you will be asked to click on “Claim“ to verify the account details and confirm business details thru the following screen :

Hewlett Packard Enterprise Confidential - For use with Authorized Channel Partners 8

New Platform Credentials

Hewlett Packard Enterprise Confidential - For use with Authorized Channel Partners 9

confirm and click submit

Note : If your company has multiple users, each additional user will also need to register e. However, because all company details have been confirmed you will only need to verify your existing account details.

Partner Name

Partner NamePartner Address

Partner NamePartner Address

Navigation to Submit Sales Out & Inventory DataStep 4: Selecting the “GO” button will direct you to this page. Here you can upload new files by clicking “Upload New File”


Navigation to Submit Sales Out & Inventory DataStep 5 : Click on Browse to select the file to be uploaded


File feedback summary report and data validation results

• There are three different end states possible after uploading and system validation of your Sales Out and Inventory Data

• Processed - the file is accepted without any errors in transactions and is fully integrated

• Processed with errors - the file is accepted with transactions in error, only the valid transactions are integrated

• Rejected - the number of invalid transactions reaches one of the following thresholds :

• 0% for structure error ( mandatory fields requested )

• 5% for content error ( Mandatory fields have valid value )

• 10% for HPE products ( product references are valid HPE product numbers )

• Once processed, a feedback summary report email will be sent. Although the file may contain both Inventory and Sales Out data, the feedback summary report will show 2 tables; one for the inventory data processed and one for the sales data processed.


Example: Feedback Summary Report email


We have processed your data submission for:

Partner Name: Partnername

Reporting Partner ID: WS99999

Country: RU

File Name: Date_Validation0104.txt.txt

Submission Date/Time: 10-May-2016 06:57 (CDT)(CET + 5 hours)

Summary

File Status: Processed

Status Description: To view the detailed status click here.Action Required: transactions to be corrected and file to be

resent

Sales

Transactions Quantity

Received Valid Errors Valid Errors

11 10 1 15 2

Inventory

Transactions Quantity

Received Valid Errors Valid Errors

33 33 0 57 0

Compliance Score: 60

Accuracy: 60 Timeliness: 0

Added: Transactions added due to volume products or unbundling

Deleted: Transactions disregarded due to excluded product

Ignored: Transactions not considered for processing; for e.g. column headers

Compliance Score: 60

Accuracy: 60 Timeliness: 0

Added: Transactions added due to volume products or unbundling

Deleted: Transactions disregarded due to excluded product

Ignored: Transactions not considered for processing; for e.g. column headers

For any queries, please write to [email protected]

Thank you for your submission.

This is a system generated email. Please do not reply.

Source information

File Status

Access to the

transaction error detail

Generic Subject: HPE Data Submission ( file status ) for Partnername WS99999

https://partner.hpe.com/

Accessing the transaction error detail

Clicking the link in the Feedback Summary Report email will direct you to the HPE Partner Ready Portal

Once you have provided your login credentials, go to the “Sales Out & Inventory Reporting” page


Navigation to detailed feedback

Step 1: Login to the HPE Partner Ready Portal (PRP)



Step 2: Navigate to the “Sales Out & Inventory Reporting” landing page by using the navigation path: My workspace > Orders > Sales Out & Inventory Reporting

Note : Based on your job responsibility and access level, you may get a different menu than below



Step 3: Select “GO” on the Sales Out & Inventory Reporting landing page


The new Feed status table

18

Received Date Time : Shows the date and time when the system received the original file.

Received From : Shows the domain name from where the system received the file ( EDI , AS2, Portal )

Original File: Shows the name of the original file the system received.

Extracted file : shows the internal file to be processed; the original file containing both Inventory &

Sales data will be split at the processing phase

Status: Reflects the stage of file processing

Processing Error Details : Description of why file processing failed.

Error Count : Shows the number of erroneous transactions in a file.

Hewlett Packard Enterprise Confidential - For use with Authorized Channel Partners

File history and detailed feedback

19

Click the red-highlighted Error Count to expand and see error details

Hewlett Packard Enterprise Confidential - For use with Authorized Channel Partners

Detailed feedback


Click the Download button to export list of errors into Excel

Tip: You can sort the error table by

clicking on the desired column

header.

Detailed feedback : error report


Managing the status table


Click any

column

header to

sort the

data in the

table

Tip: Click the column header once to sort data in

ascending order. Click the column header again to sort in

descending order.

Refresh the page to update your Feed Status tableNotification Profile

Managing the feed status table : search function

Click on Advance Search, select your criteria from the drop list box

Click Add Condition to specify type of condition and enter condition value


Processing status


The partner may not receive a Feedback Summary Report email; the processing status explains why

Processing

StatusDescription Partner Action

FailedThis status is visible when the file processing is stopped due

to incorrect file submission.

Invalid file format. Correct file format

and resubmit.

In progressYour file has been successfully received and is being

processed. No action required

Paused

The processing of the file has been stopped because the

system validation data is being updated or the system is under

maintenance. The file processing will resume once the pause

event is complete. No action required from the partner.

No action required

Attention

requiredThe file has to be reviewed by HPE Business Services. HPE to inform Partner if any action

Feed deletedYour initial file and all related transactions have been deleted

due to a resubmission Information only

Score card : Compliance


A Compliance Score is . . .

An aggregate score of key data quality metrics weighted to produce a score out of 100

Calculated for each file submitted (and recalculated upon resubmission)

Included in the File Feedback Summary email sent after each submission has been validated and processed

Updated with each submission and aggregated into a monthly and a quarterly Compliance Scorecard



The new data quality framework will be based on two global core metrics: Accuracy and Timeliness

Indicates if the reported data contains valid transactions, based on the established validation rules

Accuracy =# of transactions with all fields correct

total number of transactions submitted

Indicates if expected data submissions are received by HPE within the due date based on the partner frequency

Received on time: 100%

Received within grace period :90%

Received after grace period : 0%



Compliance is a single aggregate score of key data quality metrics, calculated out of 100, with each of the components weighted appropriately.

HPE assigns a weight 60 for accuracy and 40 for timeliness.

The compliance score will be then calculated as follow:

[Timeliness*40] + [Accuracy*60]

Score card : Quality measurement report


QMR will not be sent at each file submission

QMR will be sent the next day of the file submission

QMR will take into account only the latest file received within the same day

QMR will be sent under an Excel format and will contain 3 tabs

Partner Information

Month-to-date and Daily score card

Product Number break up



Partner information

PARTNER INFORMATION

Date and time (UTC) 2016-02-01 06:37

Partner ID WS99999

Partner Name Partnername

Partner Contact Partner. [email protected]

Partner Reference

Start Reporting Period 20160201

End Reporting Period 20160201



MTD and Daily information

Month To Date Daily

From 5/1/2016 Date 5/10/2016

To 5/10/2016

Product

Group

Coherence % Unreported % Product

Group

Coherence % Unreported %

BCS n/a n/a BCS n/a n/a

HPN 100.00% 0.00% HPN 100.00% 0.00%

HPS n/a n/a HPS n/a n/a

HPSD 100.00% 0.00% HPSD 100.00% 0.00%

ISS 100.00% 0.00% ISS 100.00% 0.00%

OTH n/a n/a OTH n/a n/a

SGBU n/a n/a SGBU n/a n/a

TS n/a n/a TS n/a n/a



Product number break up

PG Product group

PL Product Line

PN Product Number

TS Total Sellout Product Units

DS Detailed Sellout to Resellers Product Units PG PL PN TS DS SEU SIN INV-1 INV CS Coh % Unr %

SEU Sellout to End-Users Product Units HPSD 1Y AJ716B 24 24 0 0 52 28 24 100% 0%

SIN Total Sellin Product Units

INV-1

Inventory Previous Reporting Period Product

Units

INV Inventory Product Units

CS

Calculated Sellout Product Units

SIN + INV-1 - INV

Coh % (DS + SEU) / CS

Unr % (TS - DS - SEU) / TS

Definition

Project Overview


Testing phase

May 13th -18th

Initialization

May 16th-19th

Pre-Pilot

May 19th – 24th

Pilot

May 25th –June 4th

New Platform

switch – June

6th

Testing after

May 16th

• Partner to send

their test files to

the UAT Gtw (

EDI , As2 ) or e-

mail to the CDS (

As2 , Portal )

• ALL Partner to

submit a login

request for PRP

• Pre-pilot Partner to send

their Prod files to the

Prod Gtw ( EDI , As2 )

or e-mail to the CDS (

Portal )

• Pilot Partner to send their

Prod files to the Prod Gtw (

EDI , As2 ) or e-mail to the

CDS ( Portal )

• ALL Partner to send

their Prod files thru

their usual transfer

method

• Partner to send

their test files to the

UAT Gtw ( EDI ,

As2 ) or e-mail to

the CDS ( As2 ,

Portal )

• Partners to report

as much as

possible real prod

data to validate

the testing

• Partner to confirm to

CDS which partner

contact will connect

to the new platform

• Partner to connect to the

new platform to check

file status

• Partner to connect to the

new platform to check file

status

• Partner to connect

to the new platform

to check file status

• Any issue to be

reported to Voyager

MB

• Partners to report

as much as

possible real prod

data to validate the

testing

• Partner to contact

CDS for

Feedback report

and corrections to

bring to the file

• Partner to

communicate which

reporters the Partner

contact is in charge

of

• Partner to receive their

QMR ; contact Voyager

MB if any issue

• Partner to receive their QMR

; contact Voyager MB if any

issue

• Partner to receive

their QMR ; contact

Voyager MB if any

issue

• Partner to contact

CDS for Feedback

report and

corrections to bring

to the file

• Partner to connect to

the new platform ;

Voyager MB to

support any issue

Where to go for Support

To submit questions or report any issues, please contact HPE at

[email protected]

Your Current P-AOM or CDS are also available to assist you


mailto:[email protected]

Q&A


Thank you


Documents

New Channel Data Management (CDM) reporting platform training · New Channel Data Management (CDM) reporting platform training May 12, 2016