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1. New Opportunity for Deal Registration submission Date Status Deal Registration ld Customer Account Opportunity Program Deal Registration Value Expiration Date Last Modified Date Deal Registration Steps The steps needed to complete a Deal Registration can be seen by clicking the Deal Registration Steps button Each of these steps contains a link which will take you to the corresponding part of the process Opportunity Detail Edit HP Opportunity Id OPP 0002883257 REG 0002883257 Validation ES RES T 01 Change Deal Registration Id Opportunity Owner Account Name Opportunity Name Opportunity Description Managed By Partner Register your deal 1 Add Distribution Reseller partner s unless not required 2 Manage products add product lines 3 Apply Programs select amp submit 4 Manage your deal 4 Request extension within 30 days of expiration date 5 Manage edit products save product changes Add Products and Services O To add Product Lines for a Deal Registration select the Manage Products amp Services button in the Products Products Services section O If you do not know the Product Line of a Partner Number it can be found by using the Part Lookup Product FAG Opportunity JF BMI PROD 1 Opportunity ld OPP 0002658576 Add Products Services Total Opportunity Value EUR 00 BG None Manage Products amp Services 6 Use the Search Icon to view and search for a
2. Log In to Portal UPP 2 En DDd TU nit Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Add integrated Quoting to Dashboard Optional A short cut to the Integrated Quoting Tool may be added to the My Dashboard on the Portal homepage O Click the Customer your Dashboard link HP Unison Partner Portal My Workspace Products Sales amp Marketing Programs Training amp Certification PartnerOne status Platinum Welcome to the new Partner Portal A better sales experience starts here The launch of y My notifications the HP Unison Partner Portal is your invitation to a more collaborative engagement with HP Your FY15 partner status Give feedback 4 HP UPP Training Connect with HP Blog My Dashboard Customize your Dashboard O Select Integrated Quoting Tool and any other capabilities you wish from the list of applications After closing the list of applications the selected capabilities will appear as a short cut in the My Dashboard section They may be dragged and dropped into different positions within the section HP Unison Partner Portal My NWY Patins Ses amp Marketiog maa inr Trinen amp Certification Customize your Dashboard BESO sppicarons parches Bs you Tgz el Partner nme status Platinum LENZ Benefits and rewards Lreste your perzltetizes HP co martes piy notifications assets tor Ines 54 Configuration tool
3. How to Get Support If you have reviewed the training material and still have questions on the Deal Registration or Quoting process please contact your HP Pricing Advisor Austria Switzerland Benelux Germany France pricing alps hp com pricing benelux hp com pricing de hp com pricing france hp com Iberia Nordics UK Ireland pricing iberia hp com pricing nordics hp com pricing uki hp com For technical and how to questions you may also contact HP Partner Support by using the Get Support menu on the Portal HP Unison Partner Portal My Wot Rope Produt Slits amp Ma kite Progr seis f gt Partnerne status Platnum Welcome to the new Partner Portal hetter sales esperience starts here The Inunrth ot My notifications rra HU linker Unrtnor Dertal le ivar Imtahan tn a If you have a technical query when creating or managing a quote you can get specialist assistance by using the Request Assistance button found at the top of each quoting screen This request will also lead you to your HP Pricing Advisor 43 HP Quote Number A000025581 01 HP Quote Status Products Pending Or contact the HP Support Team here https h20375 www2 hp com portal site smartportal ContactHPForm Notes e lf you have an issue with a configuration please attach the configuration to the support reguest e Please add as a minimum a description of the issue Reporting Navigate to Reports Tab From the Salesfo
4. User Manual HP Integrated Quoting for Resellers Copyright 2013 Hewlett Packard Development Company L P The information contained herein is subject to change without notice HP Restricted Release 11 EN Version 1 1 Table of Co ntents For best results please Y view in Full Screen mode Topic Page Table of Contents 2 Getting Started 4 Log in to Portal 6 Navigate to Portal 7 Add Shortcut to Integrated Quoting 8 Create an Opportunity 9 O Find and Edit Existing Opportunities Manage an Opportunity Create by HP Create New Opportunity and Add Customer Add Update Close Date and Sales Stage Mark as Lost Overview of Opportunity Details Screen Add Change Delete Distributor Extended Options Customer Account Details Grant Access Team Email Extended Options Sales Process Linkage Competitor Notes amp Attachments Key Points Creating amp Managing Opportunities Create and Manage a Quote Build Quote Start Tab Special Flagging and Supplies Requests Opportunity amp Quote Info Tab View Quote Information Opportunity amp Quote Info Tab Cancel Quote Customer Address Tab Manage Ship To Address Partners Tab Add additional partner contacts Partners Tab Single Distributor Selection Quote Output Tab Add Products Get Price and Price Details Single Distributor Enforcement at Get Price Stage Accept Price and Generate Quote Documents Price Escalation Revise Extend or Accept quote Create and Revise an OPG
5. Deal detail View or Download list of Partners Change Deal Version if needed Select new Currency if needed Change Pricing Period if needed View Remaining Quantity Ces tember 912272400 y End custover HP PROVOTOR Desi desorption HPN M3 Prem Q9 Order date HET 2014 8 04031 2014 Desrzesaut ante Jui T 20142 Ju 31 2014 Versor validity date iu T 2004 Last tweeted AMT 2014 126 Y GN1 o 000 eo Des type Cesccun type MC code Biusress grour Susress ari HP hebwo Wwr y Leed cosntry De LION Contes AT Country price code DE Currency price code ec Pree letre code ce WP Corta ROXANA CARP Stock protector Gays Overre Cornetes des Cow tious sl carnes xm Vew patere MES O MW WEDDW Version 1 first quoted Jul 7 2014 current w 2 Select pricing structure Mone Where tre proce ist used Offers bem the target Country e pros ist is med in perenmeses For ewavple a varsatasn to Cambodis AST ANT woski use De ASTAN price int A 2014 t mmm yyyyl important Tha Seal m mashed am won ac lde maaraun cus fes are no dapiryed Export ALL ine Sara ibia Of xi 2r mat Me product 73 45990 Ois Or ox e Grose by product tam Product aes price intormaton HP ED 1G BEP LZ 83 Tetris MP 1121 0 SEP LC LX Tranaca sor HP 202 24 Gea HP IDA Pent HP ID Seth 34 Key Points Ap 35 Quoting Quote Creation Get amp Accept Price OPG Management General v The first step in creat
6. View OPG in the Special Pricing Viewer pComm AINE I ls eS I la lo FS deo l gt IS S S lo lo E la la le lu lo E le UN IN lO IO 10 IN O UT A IW lU IN iIe ie lO lO 10 IN lO Uii A IW IN O Key Points Quoting Continued on next page Table of Co ntents For best results please Y view in Full Screen mode Topic Page Register a Deal Optional Add Products Product Line Level Register for a Program Manage a Deal View Registration Details and Benefits discount I Ww Ww Ww JW JU IS le le le IS la Key Points Deal Registration How to Get Support Reporting Ouote Statuses Terms and Definitions lo Ela 8 CO IN O JW Error Messages Getting Started What is HP Integrated Quoting Integrated Quoting is a seamless end to end process that enables Opportunity creation Deal Registration and Quoting through the Partner Portal It offers a consistent standardized and streamlined experience to deliver value and easy to understand criteria This capability replaces the Deal Registration Portal DRP and Smart Quote for registering deals and requesting special pricing When deployed all new Deal and Quotes may only be created using this capability Benefits e Integrated environment reducing the need for duplicate data entry Self service quoting offering instant pricing where eligible e Improved price setting calculation for more market relevant pricing e OPG generation There are mult
7. Deal Registration is initially reached using the Manage Products amp Services button on the Opportunity screen Y The Product FAQ button may be used to identify product lines before starting the Deal Registration process Create Deal Registration Y The quickest and most efficient way to add product lines is the following e n the Add Products Services box a Click on magnifying glass icon next to Product Line field b Filter by Business Group or Global Business Unit as needed c To search for a Product Line containing a specific name in Products Services search page tick Contains and click the Search button This will display all Product Lines for given Business Group that contains the text you have entered d To select a Product Line click the Product Line hyperlink Manage Deal Registration Y If your deal is about to expire request an extension using the Manage Deals section on the Opportunity sa g A Ds Be E B gt d rg a PN e T We Lu Cu am MH Jh a z E e gt e LI n P ad gt m gt WW a ET a be T y y i a mM A VA iw ACTA A NK AN XM z BUM Na My i d A A i Supporting Topics hp Topic Page How to Get Support 43 Reporting 44 Quote Statuses 46 Terms and Definitions 47 Error Messages 48 42 How to Get Support
8. Opportunity for each Business Group Y All fields with a red bar on the left hand side are mandatory fields and must contain data v You may also add a Quote or Deal Registration to an Opportunity that was created by HP and assigned to you These Opportunities can be found on the Home page of Salesforce com Customer Search Y When searching for end customer use primary search using the Search button to find the customer when possible If the customer cannot be found using the Expanded Search to bring up the customer locations The Create New Customer button should only be used if all other searches have been unsuccessful Opportunity Header Level Information Y The Opportunity Name may not contain any of the following characters lt gt Y The Close Date of the Opportunity should correspond to the expected start of delivery of products and should be maintained to reflect any changes v The Sales Stage should be left on stage 01 the Sales Stage will be automatically updated as you move through the process The only time you need to change the Sales Stage is if the deal has been lost in this case change it to Lost Opportunity Details v A Distributor must be added to the Opportunity in order to create a Deal Registration or a Quote Create and Manage a Quote Login to Partner Portal Topics Covered In This Section Topic Create and Manage a Quote Opportunity Re 9A Quoting Overview e Quoting
9. Text instead of numbers for following columns Reference ID Quantity and TC Flag Error Messages Integrated Quoting Error Messages 49 Error Message Encountered when using the Get Price button Could not perform action Get Price Validation errors exist on the following 2 attributes G HP Status Distributor Partner Type A Your request is currently being processed Please note that if your deal was already available in PCOMM it may not be updated with the latest info until processing is complete Please check back in 2 hours A Please return to the opportunity page and add Distributor Encountered when using the Get Price button amp Could not perform Action Get Price Validation errors exist on the following 1 attribute s amp HP Status A Your request is currently being processed Please not that if your deal was already available in PCOMM it may not be updated with the latest info until processing is complete Please check back in 2 hours Encountered when a New Customer setup has been requested and when processing the Quote using the Get Price Escalate Price or Accept price buttons Could not perform Action Accept Price Validation errors exist on the following 1 attribute s 6 MDCP Organization ID A Please note that we will need some time to verity create the end customer details You will be notified once the process is complete Pricing cannot be accepted until the end cus
10. all quote information is added request pricing Click on the icon to add a product directly to the grid No Line Items Attached Get Price hp Tus O Uni Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Once all products and configurations have been added and other information checked updated Click the Get Price Button found on all quote tabs If the quote is eligible for an Instant Price you will see the pricing instantly This will be a market relevant winning price If you receive an Instant Price the Product Grid will be updated with Line Item and Deal Level pricing Price Details Line Item Level Pricing Model List Price undiscounted price available with no special price request Reseller Net Discount 96 Discount given through special pricing request difference between List Price and Recommended Price Recommended Price the indicative price expected to be charged by the Distributor The Distributor still decides the final price Deal Level Pricing Quote Totals e List Price Sum of List Price from all Line Items Total Recommended Discount Sum of Discount from all Line Items Total Recommended Price Sum of Recommended Price from all Line Items Total Reseller Benefits Additional discount granted by an APPROVED Deal Registration To add the Deal Registration benefits click the Get Price or Accept Price button after the Deal Regist
11. conditions it may required to select a single Distributor if more than one Distributor was added in the opportunity O If this functionality has been activated a message To select a Single Distributor navigate to the 27 will appear after clicking the Get Price button Partners tab and select one of the Distributors by Only one Distributor can be added to this Quote placing the radio button next to your choice Please go to the Partner Tab select one Distributor and then click Get Price again Add Products Create Configuration Upload Configuration Search Products Upload Products IE Chose deere E sae Retresh GD ean tan y inia ro Dapaicasits HP Quote Number 7190001831 73 01 HP Quote Status Products Pending Title Customer Start Opportunity and Quote Info Customer Addres E EN Ouote Output Reseller Details Reseller Name ES System Validation Account RES Reseller ID 1 KVUSN Address El Prat de Llobregat Barcelona Spain 05320 Location ID 40813117 VAT Number P4 Membership Distributor Details Distributor Mame ES System Validation Account DIS 1 Distributor ID 1 L59N54 Address ES DIS Address1 ES DIS1 Add ES DIS1 4dd3 ES DIS Location ID 40815649 1 ALAVA Spain 123456 VAT Number Set Single O Distributor Distributor ID 1 KVTOAt Distributor Name ES System Validation Account DIS Location ID 40813113 VAT Number Address test Spain Spain 1234 Set Single O Distributor e If the Distributor eli
12. is the mechanism used to request special pricing for specific deals e Where eligible you will receive an instant price immediately when you submit your price request Build Quote Start Tab Special Flagging and Supplies Requests SYNAU 3 111 create Quote Onl Registration Optional Opportunity amp Quote Info Tab View Quote Information Opportunity amp Quote Info Tab Cancel Quote Customer Address Tab Manage Ship To Address Partners Tab Add additional partner contacts Partners Tab Single Distributor Selection Quote Output Tab Add Products Get Price and Price Details Single Distributor Enforcement at Get Price Stage Accept Price and Generate Quote Documents Price Escalation Revise Extend or Accept quote Create and Revise an OPG View OPG in the Special Pricing Viewer pComm Key Points Quoting Eain on Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Create a Quote Get Pricing Accept Quote amp Generate OPG Create Quote Basic Path For more information refer also to the Guide to Adding Products and Configurations Page 18 19 e I 5 le le le AIG la do lo Is I IS SS UI IN JO IO 10 IN lO JUN A IW lU IN a IO Y Start the Quoting Process Y Endin a Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Start the Quoting Process by clicking the Cr
13. request may also be automatically escalated if it is not eligible for instant pricing for example if you selected a Deal Type on the Start Page or if the product is not eligible O Select the Escalate Pricing button if not automatically escalated HP PARTNER ENO USER SPEC NEGOTIATED DISCOQTnINT PROGRAM TFRWS Patre pirea nnl agem halt aan toT e Tere cor lod WY ne It C AA fret MOV yr ng Yy LYM ID beu A Specs ec iwy Tu bres Tara Trees DIT TINTE TIA ANS AU TR EP Lo en 218 WA Parral Pp cor rada ta ve woe Request Pricing Escalation O Add the Justification Type and Competitor from the drop down lists additional justification in the Pricing Justification field Add supporting documents if Campet desired Pricing fustitication Summary Jestilicabias ype her saer ting Paranient Browse Add Requested Buy Price at either Line Item Level or at Deal Level Line Item level Deallevel Use the drop down list and select one of the use the Auto Allocation section and select one of following the following e requested discount 96 for line item Target Requested Total Disc requested Amt requested discount amount for line item discount to be applied to all line items Target Requested Net Price requested buy price Net requested buy price for line item for entire quote Recommended Reseller Regt Type Auto Allocation Target Requested Total Disc Target Requested Net Pr
14. Partner Save Cancel Locator ID Account Name Note The contact selected will be given visibility to the opportunity details and any deal registrations 407099 d Partner Account 403880 ADVEO DIGITAL SYSTEMS S A U a 40401270 ARROW ENTERPRISE COMPUTING SOLUTIONS SA 1000000810 ES DUMMY AB 2 1000000814 ES DUMMY CO 1000000815 ES DUMMY IB Important Notes e In selected countries only 1 distributor may be added If this applies to you and if you have added more than 1 distributor to the Opportunity you will see a message when you click the Get Price button This message will direct you to go to the Partners Tab and select 1 distributor for the quote e Direct Purchasing Resellers If you are acting as both Reseller and Distributor for the deal please select the special distributor name that has been set up for you Partners in Nordics you may be required to add not only the Distributor in your country but also the Distribution Hub of the Distributor Headquarters Add Distributor Contacts O Search for Distributor Contacts using the Search O select the desired contact s and click the Save Contacts button this will enable automated email button notifications to the selected contact s v Note The contact selected will be given visibility to the opportunity details and any deal registrations Add Partner Save Cancel Partner Account ES System Validation i Note The contact selected will be given visibility to th
15. Product Line use Business Unit filters if needed BG GBU O Click the Product Name hyperlink to select a Product Line Add Quantity and Unit Price then click the Add button y cau Account Name Gebro Holding GmbH Total FFYR EUR 00 Product Line b Product Line Sales Stage 01 Understand Customer Total First 12 Month Value EUR 00 Quantity 1 Close Date 13 06 2014 Product Name ESI I6 Enterprise Switching I7 Routing Opportunity JF BMI PROD 1 Add Products Services Opportunity Id OPP 0002658576 Total Opportunity Value EUR 00 BG Account Name Gebro Holding GmbH Total FFYR EUR 00 Product Line Sales Stage 01 Understand Customer Total First 12 Month Value EUR 00 Quantity 20 Close Date 13 06 2014 Book Ship Date 13 06 2014 Book Ship Date 13 06 2014 EG ll cau 1U Networking Application Sub Product Line Unit Price wm mo GBU Product Line HP Networking 1U Networking Applications HP Networking HP Networking 16 Enterprise Switching I7 Routing Help HP Networking y 1U Renew Telephony Prod A Unit Price 500 mm um mm Register a Deal Optional TS Hn Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Apply Program s O When all Product Lines have been added select the Select the checkbox for the applicable program s and Apply Programs button click the Save
16. Quicksilver DealONE ld Server Refesh 2 Cd Quote Number Reseller PO SeverRettesn2 None Ed Smartquote ID Server ets 2 WBS Code Add a Competitor O Select the New button in the Competitors section O Click the Competitor Name hyperlink to select O Use the Search Icon to begin your search O Mark as Primary or Incumbent and save Enter the competitor name and click to Go button Name Dell BG None v Go Competitors filtered by Opportunity Account Region You can use as a wildcard next to other characters to improve Dell Inc Competitor Account Name Y Dell Financial Services L L C Dell Software Inc Add Notes and Attachments Add relevant notes and attachments to the Opportunity by selecting the New Note or Attach File buttons in the Notes amp Attachments section Note Information Notes Attachments No records to display Save Check Spelling Cancel 16 Key Points 2 17 Create and Manage Opportunity Opportunities General Y Creating an Opportunity is the first step in the Integrated Quoting process from the Opportunity you can then Register a Deal if applicable and create a Ouote Y To edit an existing Opportunity from the Opportunities page click the Opportunity Name The Edit button will enable you to update the Opportunity Header only v Cross Business Group deals Enterprise Group EG and Printing and Personal Systems Group PPS require a separate
17. Test Company for all tests USD 1 00 EUR 0 80 3142 2014 D1 Understand Customer 10 Create an Opportunity Add Customer Ap Tee Opportunit Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Creating an Opportunity is the first step for both Deal Registration and Quoting If the Opportunity has not already been set up by HP create a New Opportunity Create New Opportunity Home Deal Registrations Deal Registration Claims Distributor Associated Opportunities Deal Registration Support Reports From the Opportunities Tab Select Home the New Opportunity Button View This button may also be accessed from CET the Deal Registration Tab C Action Opportunity Name Opportunity Record Type Account Name C Edit next gen rautetest Standard INDUSTEX SL EUR 8 944 36 21 10 2014 04 O Edit Serveripaivitys lokakuu 14 Standard INDUSTEX SL EUR 46 399 00 02 10 2014 E Customer Search and Selection O Click the Recent Customers button to view and select O If you cannot find the Customer click the Expand from the last 10 Customers added to an Opportunity Search button this will expand the search to include or follow the next steps to search for a customer customer locations O Enter Customer Name Add City Tax ID Zip Postal If you still cannot find your customer use the Create Code or State Province to refine the search if a New Customer link Verify
18. View Output Language English Include Cover Sheet Additional Information Attach Additional Browse Documents PDF Attach Additional Browse Documents PDF Attach Additional Browse Documents PDF Summary Comment 25 ee An Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Products may be added from any of the quoting screens Add Products for details refer to the Products and Configurations Guide There are 5 ways to add products Create a Configuration from the self service O Upload a configuration Important use this button configurator only for uploading configurations O Search products from the database Upload a Product List use this button for uploading Add a known product number using Quick Key a stand alone product list not for configurations Product Configuration Product Configuration Import an existing configuration file produced by another HP tool Sales Builder for Choose one ofthe following Products Windows TopConfig IRIS or Piper Valid file formats are wwb sdd xml xis or xlsx ap Upload Configuration Please Select z e i Create Configuration Help Me Choose Solution Import a list of HP product numbers and quantities Valid file formats are xls or xlsx Products Use our Search to find and add your product s 2 Upload Products a o BN Search Products pucr ce NN E Once
19. a anytime between 5am 5pm PT 32 Component pricing Show IBP settings IBP import tool Single sign on users View special pricing Search deals View deal list Product family search Additional information PHD importtool Driving sales rep Downloads FAQ Subscription service EMEA German French Spanish Italian English Monday Friday This number supports English and French questions related to the HP Special Price Communication web site 800 668 7670 Choose language then Option 3 Please call the telephone number below for assistance in the specified language 49 69 51709904 33 15 7323606 34 91 2754988 39 02 91483471 44 20 30276715 UK amp Ireland 44 20 30276716 International View OPG in Special Pricing Viewer 33 Register Deal Opportunity Optional Build Quote OPG Created Generate Quote Accept Accept Price Quote Access the Special Pricing Viewer PComm Search for Deal After you have accepted the price you can generate the quote documents yourself Enter search criteria and click the Submit button Click to Modify Search Criteria if necessary Click Deal Number to view individual deal Email or Export selected lines Select Content and Format criteria and click Submit 00000 Search deals Deal number SmartQuote ID Customer Partner Deal Type Promotions starts with 9 contains starts with cont
20. ains All deal types Y 9 All deals including promotions Exclude promotions Include only promotions Include expired deals Deals expiring within Modified between mmiddlyyyy Deal Sellout between mm dd yyyy HP Special Pricing Terms and Conditions apply and are contained within each specific deal File export preference Content format 9 Deal Deal List ALSO ACTEBIS GMBH 1 1G1 20 View PDF document list About the list 1 deal is available that meets yd O Export list of quotes xls or txt P Confidential and Proprietary Information Do Not Share select all this page deselect all this page descriptior ead GRS DCT 2 DE Rebate 03 13 2013 03 13 2013 09 30 2013 HP PROMOTION ect all this page deselect all this page 1 deal 14 Note When e mailing or exporting deals from this page country specific Terms and Conditions apply and can be viewed by clicking on individual deals S5ntent O Summary content As of date File format Current pricing All pricing MS Excel xls Plain text bt XML xml deal content format only Zip file before e mailina O E mail address Cancel pcmt240447451ppu amp Opproap com mrs C View OPG in Special Pricing Viewer oral Register Deal Build Accept Generate OPG pp y Optional Quote Price Quote Created Access the Special Pricing Viewer PComm Manage Deal
21. am Email Email Address alidation_es_res_a_O2 transformg2c com Action horativ toparceanug hp com marketa zavazalova ghp com annette michelsen hp com 1 Add Email Box a ai diana gruschinczky hp com wim marbus ahp com Team Email Address amp u 2 Save ts e Cancel ancel Create Team Email Box Tee HD Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Most commonly used sections in the Opportunity Screen these sections are optional Sales Process Linkage This section allows other Salesforce com records to be associated to the Opportunity For example for a mixed Business Group Opportunity a separate Opportunity is required for each Business Group Using this function these separate Opportunities may be linked to each other O Select the New Sales Process Linkage button Add the relevant ID for example the Opportunity ID 6 Select the ID Type from the list for example Mixed of the associated Opportunity for a mixed Business BG Opportunity Group deal No records to display Global Opportunity ID Sales Process Linkage Edit s GSB Serial Number Y New Sales Process Linkage ICC Quote Invoice Number ona A A a IRIS config ID Sales Process Linkage Edit Add Row Save Cancel Mixed BC Oninandiy No Discount M OnlinePriceBook ID i Order Number Opportu ID PRO MFG Customer Number szeti OO e eI
22. am Terms These Program terms are available at the HP Unison portal eiam Part Number Deal Number Product Line Model List Price Reseller Net Discount Recommended Price Reseller Program Benefits Recommended Price with Benefits qe Type www partner hp com Contracts and Compliance section 1 JD265A HP U200 S 2 port Gig T 575 10 Customer Module Generate Ouote Documents After you have accepted the price you can generate the guote documents yourself Q You can export the quote documents in PDF DOC XML or Excel format You can provide additional information to attach to the quote documents Start Opportunity and Guote Info Customer Addresses Partners Quote Output Display Options File Options Output Profile Reseller View POF Export EN m IE Include Cover C RR Additional Information Browse Browse Browse 29 4 Price Escalation Tes ni Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Y Manage Price Escalation Pricing is carefully calculated to be market relevant and at a level to win the business However if you are working on an exceptionally aggressive deal and get an instant price which cannot be used to win the business you may escalate for a better price This will incur additional processing time and should be used only when really needed as there is no guarantee of a better price A pricing
23. and Review button O Select the desired program s for example PfG e When ready Submit for Approval 38 Preferential Pricing programs may vary by country and fill in the short questionnaire CC SEM mg Program Name PFG HPN Iberia Product lines 1U Networking Applications Close all messages The following operations performed were SUCCESSFUL Insert Success 1U Networking Applications Questionnaire What has been the Partner Involvement on this opportunity Use action link to edit None v Action BG GBU Product Line Sub Product Line O fetrpensen ES Ue Networking Y 1U Networking Applic A End Customer contact Information Name Phone Number and Email Program Level Approval Program Level Approval e f you select a Business Unit based Program such as PfG ISS all Product Lines included in that Business Unit will be covered in the Deal Registration e For example if you register Product Line SI you will also get Deal Registration benefit for Product line SY because they are both covered under the same program Program PFG ISS TEST Benefit Type Front End Benefit Taken From Indicative Buy Price Benefit Comments Product Line Sl Server Storage And Infrastructure 40 x86 4P Products SY Systems Division PD x85 PODs FN Hydrogen Additional product lines JM Mission Critical and Technical Services which will re ceive De al A Registrati
24. cation ID 245527951 AT System Validation Account DIS Distributor ID 1 KUDTX VAT Humber Single Distributor Selection If more than one Distributor was added on the Opportunity one can be marked as primary by selecting the corresponding radio button Start Opportunity and Quote Info Customer Addresses Partners Quote Output Reseller Details Reseller Name ES System Validation Account RES Reseller ID 1 FVUSNJ Address El Prat de Llobregat Barcelona Spain 08820 Location ID 40813117 VAT Number P1 Membership Distributor Details Distributor Mame ES System Validation Account DIS 1 Distributor ID 1 L59NS54 Address ES DIS Address1 ES DIS1 Add ES DIS1 Add3 ES DIS Location ID 40815649 1 ALAVA Spain 123456 WAT Number Set Single O Distributor Distributor 1 KWTDA1 Distributor Name ES System Validation Account DIS Location ID 40813113 Address test Spain Spain 1234 VAT Number Set Single O Distributor 23 The Quote Output Tab hp 24 Eain on Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Generate Quote Documents After you have accepted the price you can generate the quote documents yourself Q You can export the quote documents in PDF DOC XML or Excel format You can provide additional information to attach to the quote documents Start Opportunity and Quote Info Customer Addresses Partners Display Options File Options Output Profile Reseller
25. ct Information Customer Contact First Hame Add End Customer Contact Information Tusstemaer Sonnet last Name Customer Telephone Number Customer Email Address Sold To Address Address Line 1 BahnhotichH 13 Cite dhireas Line 3 Mala Porno OPG Created rra Lina 3 Fatal Coda Country Ship To Address Clear Ship To Same a Solid nny feels E Address Line 1 BahnhobichH 13 Address Line Address Line 1 Coury Populate fren Sold Change the Ship To address if needed The Partners Tab Register Deal Generate OPG Login Opportunity Optional Quote Created View Partner Information The information on this screen has been provided in the Opportunity and does not need to be re entered You may add additional email addresses if desired Start Opportunity and Quote Info Customer Addresses Partners Quote Output Reseller Details Reseller Hame AT System Validation amp ccount RES Reseller ID 1 KVUDRF Address at reseller address1 at city Austria 123458 Location ID 248527953 WAT Number P1 Membership Level Primary Contact Additional Contact Add additional contact if needed First Validation First Last AT RES A 01 Last Email validation at res a T fmtranstormg2c com Email Phone Pr Additional Reseller Emails Add additional recipients for Reseller communications if needed Distributor Details Distributor Name Address Address 123 Test Austria 123455 Lo
26. ction and then clicking the Submit Selections button Manage Deal decai y _Submit Selections Return to Opportunity Request Extensions These programs are expiring within the next 30 days please request extensions Program Expiration Date Comments E vert VEP to VBD ere are no actions to be performed on your deal registrations at this time Recall Deal Registrations Pi nding Approval Deal Registration Id Status Program REG DDD3298479 Submitted PFG 153 TEST e Submit Selections Return to Opportunity View Deal Registration Details and Benefit To view the details of the Deal Registration select the To see the Deal Registration Benefit discount you will Deal Reg ID in the Deal Registrations section of the receive click the Benefit Details link only valid for Opportunity from the Deal Registrations Tab at the top Approved Deal Registrations of the screen or from a Deal Registration Report Deal Registration Detail Deal Registration ld REG 0003439010 Status Opportunity Server Refresh Rejection Reason Benefit Taken From Program PFG ISS TEST Comments from HP to Indicative Buy Price Submitter Benefit Comments Partner Account ES System Validation Account RES Comments from Submitter to HP Product Line Benefit Status Locator ID 40813117 Level of Support SI Server Storage And Infrastructure 8 00 Approved Customer Account HP CONSULTING Deal Registration Value EUR 1 00 SY Systems Division A
27. dation errors exist on the following 1 attribute s amp Accept quote Validate Eclipse Deal Before New Deal A The systemis experiencing a high transaction volume at this time and cannot process your request Please try again in a few minutes Explanation Next Actions Before you click on the Submit button please make sure you have completed all required fields such as Competitor Pricing Justification Summary not only the Justification Type field e Competitor Information mandatory field gt We need more information to proceed with your request Please complete the Competitor field so that we can process your request Pricing Justification amp Summary mandatory field gt We need more information to proceed with your request Please complete the Pricing Justification and Summary field so that we can process your request e Reqt Type and Regt Discount RBP mandatory field gt We need more information to proceed with your request Please complete the RBP field so that we can process your request Before you click on the Submit button please make sure you have completed all required fields such as Competitor Pricing Justification Summary not only the Justification Type field e Competitor Escalation mandatory field gt We need more information to proceed with your request Please complete the Competitor field so that we can process your request e Reqt Type and Regt Discount RBP mandatory field 2 We ne
28. deal contains Supplies Products Only Check the Ouote contains Supplies Only box Select a Deal Type such as Channel MPS or Printing Big Deal Supplies You will also be reguired to change the Price Descriptor on the right hand side the field that needs to be changed will be highlighted in red For Supplies Only reguests the country of the Price Descriptor needs to be changed to Europe J 4 m Opportunity Register Deal Build Optional Quote View Opportunity and Quote Information The Opportunity and Quote Info Tab Accept Price OPG Created Generate Quote Accept Quote The information on this screen has been provided in the Opportunity and does not need to be re entered You may add a Sales Rep name if desired MDCP Organization ID 634206266 Presales ID Go to Market Route Partners Quote Output Indirect Lead Business Group Quote amp Opportunity Details Title Q1 Server Refresh Quote Version 01 Completion Date Cancel Reason Cancel Comments Cancel Quote Customer Details Customer Name HP CONSULTING BU Customer Segment Global Direct Account HP Sales Support Customer Sales Rep Deal Details Deal ID Deal Name Can by BMI RES DEMO EN 1 res_demo_en_1_bmi bmailinator com 12 15 20 a no n Opportunity Name HP Opportunity ID Vat Number Q1 Server Refresh OPP 0003648146 Duns Number Partner Sales Rep Deal E
29. e action to create a new quote using the same products O If you need to revise a quote once it in Orderable status OPG created Click the Request Quote Revision button O You will be prompted to fill in a form to describe the updates that are needed guest Netas Support Request Murter SA 00000426 7 BMI RES DEMO EN 1 Request For Revision Request Request Dee Date T me Cd aaa Request Category Ot vi outing Begien December V 2014 vw Reena Category Other Test CPO Revision Othed 8 8 66 6 P XX WW nextgen 110 0 04 to XX WW extgen 7100 OemoPee Dec EMI RES DEMO EN BMI RES DEMO EN Requester Cread ne demo em fmwmaenamy com Meseged By Partner POMMP Sales Rep Meme stk satine Request Automated DO NOT CONTACT ero com 31 View OPG in Special Pricing Viewer Lodin Hanerunit Register Deal Build Get Accept 3 a i Optional Quote Price Price Generate Quote Accept OPG Quote Created The Special Pricing Communications Tool is a vehicle through which Distributors can obtain important quote specific communications and information after a Quote has been created and accepted Access the Special Pricing Viewer PComm Search for Deal HP Unison Partner Portal O The Special Pricing Viewer is accessed via the Portal from the My Workspace gt Benefits amp Rewards Deals gt Special Price Communication Compensation li n k Invoice amp Payment Status My Work
30. e opportunity details and any deal registrations gt je Validation BMI ES_DIS_A_01 validation_es_dis_a_01 transformq2c com Validation BMI ES_DIS_A_02 validation_es_dis_a_02 transformq2c com LI O O Partner Account Save Cancel BMI DIS DEMO GE 1 dis_demo_ge_1_bmi mailinator com BMI DIS DEMO GE 2 dis_demo_ge_2_bmi mailinator com BMI DIS DEMO EN 1 dis_demo_en_1_bmi mailinator com Change Remove Distributor O To change Distributors remove a Distributor by clicking the Delete button and add Distributors using the process above The Distributor may be changed at any time before accepting the Quote Be sure to access the Quote again after the change is made to ensure the information is updated in the Quote If the price has already been accepted quote created a second version of the deal will be generated automatically Alliance And Channel Partner Add Distributor Add Contacts Action Partner Name Business Relationship Location Name Delete o ES System Validation Account DIS Commercial Distributor ES System Validation Account DIS 14 15 Opportunities Extended Options Ap Endin Opportunit Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Most commonly used sections in the Opportunity Screen these sections are optional View Customer Account Team To view the account team for the end customer click the Account Name hyperlink n
31. eate Quote button Note Mixed Quotes EG and PPS together are not permitted Please create separate Opportunities and Quotes for each Business Group Select the Create Quote Button Click the Create Quote button in the HP Quotes section of the Opportunity This will create a draft quote where the details can be added and submitted for pricing y a a HP Guotes Create Quote Show Previous Versions Hide Show All No records to display There are 5 sections in a quote Start Add special flagging and products Opportunity and Quote Info Opportunity and Deal Registration IDs Customer Information Customer Address Add customer contact information manage shipping address Partners Add additional contact if needed Quote Output Generate Quote documents in a variety of formats REIG SO Aya Deer HP Quotes Create Quote Show Previous Versions Hide Show All No records to display Start Opportunity and Quote Info Customer Addresses Partners Quote Output 19 The Start Tab 20 TS a Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created 5 Add Special Flagging Optional only add information if applicable to the Quote Special Flagging Section Deal Type Quote contains Supply Only Quote For Internal Use O Leave all items in this section blank unless e An item on the Deal Type list corresponds
32. ed more information to proceed with your request Please complete the RBP field so that we can process your request The systemis experiencing a high transaction volume and your request cannot be processed This indicates that you have to wait a few minutes to have the systems refreshed Thank You O Copyright 2013 Hewlett Packard Development Company L P The information contained herein is subject to change without notice HP Restricted
33. ered In This Section Topic Page Create an Opportunity 9 Find and Edit Existing Opportunities 10 Create New Opportunity and Add Customer 11 Add Update Close Date and Sales Stage Mark as Lost 12 Overview of Opportunity Details Screen 13 Add Change Delete Distributor 14 Extended Options Customer Account Details Grant Access Team Email 15 Extended Options Sales Process Linkage Competitor Notes amp Attachments 16 Key Points Creating amp Managing Opportunities 17 The Opportunities Tab Ap Tee DDDOrEU IT Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created After clicking the Go button for Integrated Quoting in the Portal you will land on the Opportunities Tab of Salesforce com Find Edit an Existing Opportunity O To start the Integrated Quoting process navigate to O All column headers may be used to sort the list A to Z the Opportunities tab orZtoA The Expand Collapse symbol will show hide the left To edit an existing Opportunity click Opportunity hand nave bar containing the search field Name hyperlink Using the Edit button will only To search for an Opportunity Name enter a text enable edits on the header level information string and click the Go button Home Deal Registrations Deal Registration Claims Distributor Associated Opportunities Deal Registration Support Reports Welcome eL a pa Company Location Profile Home View Recent O
34. for this opportunity Sales Process Linkage gt Sales Process Linkage is a feature that allows you to associate record IDs from other opportunities and tools with your opportunity gt Select what you would like to associate with your opportunity from the ID Type column for example for a mixed BG Opportunity you can add the Opportunity ID of associated Opportunities Open Activities and Activity History Sections gt In the Open Activities section you can create and assign activities relevant to the Opportunity Once complete these activities move into the Activity History Section Notes amp Attachments Section gt This section enables you to add private or public notes as well as attachments relevant to the Opportunity Create an Opportunity Core Data Ap TS DDO IT Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Add a Distributor O Select Add Distributor in the Alliance and Channel O Select the Search icon to see selectable Distributors Partner Section If you will be doing a Deal Select the distributor you wish to add by clicking the Registration containing EG products select only 1 Add Distributor button Distributor Alliamce And Channel Partner 1 Lada Distributor Add Contacts Account Search Partner Name Business Relationship Search Mco Help Search will locate partners based on information on Account Alternate Add
35. g In to Portal UPP Register Deal Generate OPG Login Opportunity Optional Quote Created Log in to the Unison Partner Portal Link to Unison Partner Portal Direct Link to Integrated Quoting https partner hp com group upp emea https partner hp com group upp emea quotin Log in to the Portal gt My Workspace gt Request a Quote y HP Unison Partner Portal Hy A eg Praks He A Fha kalie Pc arms eatin SL eri eal My Ace comme Orders HP Passpon Sign in LM Our partners are at the center af everythieg we de MW M i hr ntl Pasei Stake The E Petes ilg db Bir wii Pra i w lara gol dapil Pa crio lei Cerir ihi de Cory rr tm ard iair Gare Fuck Manage Hus D Pri LEFBIT E E n her his May Salbri prin Poe serene Mirage E ines Hs Do rpirgeerrr an Hir gt d Sar resta ira mwl Farn Go IZ On the Landing page select the Integrated Quoting Tool hyperlink to see supporting documents or the Go button to access the tool If you do not have access you will see the Request Access Button If you did not complete the training take the 20 minute Web Based Module found in the Supporting Materials section Related items Integrated Quoting Tool pated Quoten er amp anrsenr a sentin vod rin thet k ua 221 efficient a une vitx Pikett vie toeh ciering ysa parres la mira tex rte mega ira bener desi regeratier ssi tpe wiping geting High cotiabeneian on ette gr eppertanite Fin a new specia
36. gibility check fails an error message will appear The Distributor selected for this quote is not eligible to sell all of the products included product numbers Please update the Distributor or the products then click Get Price e If the eligibility check passes and the quote will be locked to that Distributor To change the Distributor click Back and re select Distributor in the Partner section Accept Price and Generate Quote 28 Ln Mn Register Deal Build Accept Generate Accept OPG g PP y Optional Quote i Price Quote Quote Created Accept Price Q vou can edit the quote by clicking the Back button O HP will give you a market relevant winning price Review the Terms and Conditions before accepting when you click Get Price In exceptional cases you the price may need an even lower price to win a particularly 6 To convert the price request into a Quote click the aggressive deal for these exceptional cases click Accept Price button this will create a quote valid the Escalate Pricing link for 30 days You may request an extension to the Quote Validity by contacting your Pricing Advisor Accept Price Acce ESTOS Price HP PARTNER END USER SPECIAL NEGOTIATED DISCOUNT PROGRAM TERMS Partner acknowledges and agrees that in addition to the Terms contained within this Quotation that acceptance of this quotation constitutes o Escalate A acceptance of the HP Partner End User Special Negotiated Discount Progr
37. ice Reseller Reqt Disc Reseller Requested Net Price Be sure to click the Submit button in the center of the page to send the request to HP Note Some quotes may not qualify for pricing escalation If you get an error message indicating that your request is not eligible for a price escalation please accept the instant price that has been given If you have questions you may contact your HP Representative 30 Revise Extend or Accept Quote Y Tee Wn Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Revise or Extend Quote O To change a quote click the Revise Quote button e Pricing given for existing products will be retained Newly added products are eligible for instant pricing Request an extension by clicking the Request Extension button Note This button is only available on quotes which have been escalated For Instant Pricing quote please use the Revise Quote button When the deal has been won click the Accept Quote button this will systemically mark the deal as Won and trigger OPG Generation HP PARTNER END USER SPECIAL NEGOTIATED DISCOUNT PROGRAM TERMS Partner acknowledges and agrees that in addition to the Terms contained within this Quotation acceptance of this quotation constitutes acceptance of the HP Partner End User Special Negotiated Discount Program Terms These Program terms are available at Contracts and Co
38. ing a new customer will needed incur additional processing time You may still O Click Search to see the top search results These proceed with your guote but final pricing will not be results will at Customer Headguarters Purchasing provided until the customer has been validated by Site level All columns may be sorted by clicking the HP column name New Opportunity Customer Search 3 Search for a customer OR click o select one of your recently used customers again Country City 2 Spain y Tax ld Zip Postal Code State Province Hide Additional Filters City State Province ZipPostalCode Country Taxid SANT CUGAT BARCELONA 08174 CASTELLDEFELS BARCELONA 860 SANT CUGAT DEL VALLES BARCELONA 85190 HP Outsourcing Espa a AVENIDA GENERALITAT 163 167 SANT CUGAT DEL VALLES BARCELONA MOBILIARIO HP 2013 SL CALLE GUILLEM SANTACILIA 12 BJ ELX ALICANTE HP PINERO SL CALLE SANTISSIM CRIST DE LA FE 24 BJ PATERNA VALENCIA HP SPORT CONSULTING SL AVENIDA DE LA DEHESA 2 CH 37 SAM SEBASTIAN DE LOS REYES MADRID HP METALISTERIA SC RONDA DE LA INDUSTRIA 1 HUESCA HUESCA HP SPORT CONSULTING SL CALLE ROSALIA DE CASTRO 8 SAM SEBASTIAN DE LOS REYES MADRID If you have not found your customer please click on Create a new Customer Create a Mew Customer 11 Create an Opportunity Header Data Register Deal Build O Enter Opportunity Name The name may not contain any of the following characters l
39. ing quote is to create an opportunity Start Tab Y Deal Type selection is optional a Deal Type should only be selected if it is applicable to the Quote Y If a Deal Type has been selected the quote will not be eligible for an instant price Customer Address Tab Y Always add End Customer details on the Customer Address tab Adding Products Configurations v Refer to the Products and Configurations Guide for more information on how to add products and configurations Pricing Y f your request qualifies you will be given an instant price when clicking the Get Price button Y The price given in the quote is an indicative price final pricing will be given by the Distributor Y For smaller deals or non discountable products you may be given pricing with no discount v When completing the Price Escalation Form be sure to click the Submit button to ensure the information is sent to HP Y Some deals will not be eligible for price escalation in this case you will see a message informing you that no escalation is possible if you click the Escalate Price button v Your OPG may be viewed in the Special Pricing Viewer which is accessible via the Portal v For pricing assistance use the Request Assistance button on the quoting screens Fill in the form completely and be sure to submit to HP Register a Deal 2 36 Tus an Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Q
40. iple pathways you can take through the Integrated Quoting Process e After creating the Opportunity and adding a Distributor you can go straight to creating a quote or if eligible you may also register a deal for program benefits before proceeding to create a quote Basic Path Login to Partner Create Manage gt ULA TE Portal Opportunity Extended Path with Optional Deal Registration Deal Registration mu Create Quote Optional Login to Partner Create Manage Portal Opportunity Section 1 j y Main Processes AN ROSCA Nk A dy MU iD CN iw CW NNI WE WWW 4 INA L PNP 4 Log In to Portal 2 Eoo EEUU Uni Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Log in to Portal Navigate to Integrated Quoting Login to Partner Create Quote Portal Basic Path Registration Optional HP Unison Partner Portal Overview e The HP Unison Partner Portal is the entry point to the HP Unison Platform Available 24x7 from desktop or mobile you can get easy access to the information you want when you want it e This means Quick and easy access to everything you need from HP all in one place Topics Covered In This Section Topic Page Log in to Portal Navigate to Portal Add Shortcut to Integrated Quoting lo IN IM Lo
41. is triggered by selecting the Escalate Price button This mechanism uses the same form as the Pricing Auto Escalation If the system is unable to automatically apply instant pricing after the Get Price button is selected the system will automatically open a form which needs to be completed in order to get the price Grid displaying configurations products the pricing and special discounts for each item Changing products configurations or quote information Quote revisions can be done both pre and post OPG stage Conveys which stage the quote is Statuses include Product Pending Price Pending Process Pricing Request Quote Review and Orderable Quote Rejected Requested Buy Price used in Price Escalations entered by the partner to indicate the price that is needed in order to win the deal The indicative price quoted to Resellers The final price is given by the Distirbutor Quote communication tool for Partners Also called PCOMM Error Messages 48 Integrated Quoting Error Messages Error Message Encountered when adding a product Could not perform Action Save Validation errors exist on the following 1 attribute s amp PLC Obsolete Parts A The following parts on this quote are obsolete lt xxx gt on Line lt XXX gt Encountered when uploading a Configuration or Product List Message appears on product grid when uploading a configuration file or product list Pricing is not available c
42. ity Name Opportunity Description Managed By Reseller Company OPP 0003648146 BMI RES DEMO EN 1 Change HP CONSULTING O1 Server Refresh Partner ES System Validation Account RES 15 12 2014 lt February gt Mon Tue Wed Thu Fn Sat Sun 26 27 28 29 30 31 1 2 3 4 5 6 7 8 Currency 9 40 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 1 Sales Stage Won Lost Reason Customer Budget Amount O Update the Close Date by clicking the Close Date field and selecting a new date from the calendar O If the deal has been lost change the Sales Stage to Lost by using the drop down list qp ces ngage HP Financial Services Deal Registration Steps Close Date gt 28 02 2015 Sales Stage 01 Understand Customer Won Lost Reason Total Opportunity Value EUR 0 00 Customer Budget Amount Close Date 28 02 2015 15 12 2014 01 Understand Customer D2 Validate Opportunity D3 Qualify the Opportunity D4A Develop Solution D4B Propose Solution Currency 105 Negotiate amp Clos je i pr alfa Sales Stage Won Lost Reason Customer Budget Amount The Opportunity Detail Screen Lodin GDG EDI Register Deal Build Get Accept g pp y Optional Quote Price Price Quote Sections of the Opportunity Detail Screen Products Products amp Services 0 Addresses 093 Competitors 01 Sales Process Linkage D Open Activities Opportunity Detail HP Opportunity Id OPP 0003648146 C Oppor
43. l pric ban regas parye an 52 Hae rsen HP egu end Nordre Ira Fin 4 csgo Ta He owed duy ard lap aled Qaeling please rondina i maneg Hee iren Hy bo Swat fonda Fre hamddena rected ym sd Dre able Do ex cem ith Sends one ymu ber cbr ent aif pots trl be Sere ante Aer Hos prid ywn wil my haw orc cms Se bedswy end hioting gy User Fide Tris document ras the cack Ief ormatrio ther whi guoa you On now to Lee Sm 3pplicacios a Odit huur has niaga Hentirg WE Training Mater ar Plattorm compatib ty form compatibility uw rao Tris document has the tosk hrarmatdos that Newest Versi n wid Ofewel YOU dim GUCs ki oF BNI pelue hemst Version azp totien 21010 Q Fiectoxw2h gu Safarhy E marnm v29 Enter the date you were trained select how you were trained and click the Submit Button HP Sales Transformation Deployment Integrated Quoting Access Request Registration Supporting documents Please setup my access for HP s new Integrates Quoting capability have completed the integrates quoting training on H trenegna Virtual Tra n ing gt Dasile Training Create yout special cw Quotes P Ms Rl og ated Quoting eer crwm stemma wel oe Laai h ond mo eer no we wtr e Elfchert sed servie bo offferiag pou quotes ia n es Srimiessirtegr atico Detween deal registration and speria pricing gusting e High Cobaber athens on sT eg appa taritis Your access will be granted approximately 24 hours after submitting B
44. mpliance section https partner hp com group upp na contracts compliance If you have any Pending Deal Registration Benefits that are not Approved they may be lost if you Accept Quote prior to their Approval Accept Quote Accepting the Quote will mark the deal as Won and trigger generation of the OPG After the customer has accepted the offer and the business has been won click the Accept Quote button to mark the deal as won and generate the OPG HP PARTNER END USER SPECIAL NEGOTIATED DISCOUNT PROGRAM TERMS Partner acknowledges and agrees that in addition to the ed within this Quotation acceptance of this quotation constitutes acceptance of the HP Partner End User Special N ogr egotiated Discount Program Terms These Program terms are available at Contracts and Compliance section https partner hp com group upp na contracts compliance If you have any Pending Deal Registration Benefits that are not Approved they may be lost if you Accept Quote prior to their Approval Notes f the opportunity includes a Deal Registration do not click the Accept Quote button before the Deal Registration has been approved or the Deal Registration benefits will be lost e Clicking the Get Price or Accept Quote button after the Deal Registration is approved will pull the Deal Registration benefits into the Ouote Create and Manage OPG TT EST Register Deal Build Get Accept Generate Accept OPG g PP y Opti
45. o win the deal you may also use the Escalate Price button Complete the Price Escalation form and click the Submit button This will transmit the details to HP for processing When HP returns the pricing accept the Quote this will trigger the next status Quote Review Present the offer to the End Customer and try to win the business When the deal has been won use the Accept Quote button to mark the deal as Won and trigger OPG creation Wait for notification that the OPG has been created and the status has changed to Orderable Place your order with the Distributor Wait for the results of the revision request If your changes are accepted the status will change to Orderable Follow the steps indicated on the email Terms and Definitions 47 Integrated Quoting Terms and Definitions TERM Deal Registration Non discountable OPG Price Escalation Pricing Auto Escalation Pricing Line Item Grid Quote Revision Quote Status RBP Recommended Price Special Pricing Communication Tool DESCRIPTION The activity of registering a deal for program benefits under one of HP s programs such as Partner for Growth Flag that denotes that the line item is not eligible for discounts Ordering Processing Guidelines This document specifies that the quoted documents are orderable at the agreed price The mechanism for asking for a better price when presented with an instant price It
46. on benefit because MV Blades Units and Enclosures they are all part of the same FE Cloud and Virtual Systems 9Y Moonshot Server Support program Product Line Registered K3 HP Technology Software Services 06 Industry Standard Servers Support UZ Converged Infrastructure Solutions TN Scale out Computing and HPC FS Converged Management OneView UW Installation and Deployment Services Manage Deals Optional TT Mn Register Deal Build Accept Generate OPG g PP y Optional Quote Price Quote Created Deal Registrations may be managed directly from the opportunity Manage Deal Registration Se Deal Registrations cre To manage a Deal Registration select it and Action Deal Registration ld Program Status click the Manage button a REG 0003298479 PFG ISS TEST Submitted in the Deal Registrations section of the Opportunity If any actions are possible there will be a selection box O The Convert VEP to VBD section is not used in EMEA and in the section where the action may be taken may be disregarded O If the deal is approaching its expiration date there If the deal has been submitted for approval but not yet will be a selection box in the Request Extensions approved you may withdraw the approval request to section To request an extension select the check make changes by selecting the check box in the Recall box and click the Submit Selections button Deal Registrations Pending Approval se
47. onal Quote Price Price Quote Quote Created OPG Created After accepting the Quote an OPG is generated The quote status changes to orderable and is also available in the Special Pricing Viewer for Distributors Quote status changes to Orderable Deal ID displays is available If multiple deals are created within the quote the Deal ID will say multiple and the user must go to the Opportunity and Quote Info tab or original opportunity to view the Deal ID numbers The Quote is complete and locked amp Request Assistance Return to Opportunity HP Quote Number A000150505 01 T HP Quote Status Orderable e Deal ID 91813096 Title XX WW nextgen r10 0 DemoPrep 8 Dec Customer CEME 1 Build gt 2 Price gt 3 Review Start Opportunity and Quote Info Customer Addresses Partners Deal Type Country Spain Quote Contains Supplies Only Currency Euro Quote For Internal Use INCO Terms Duty Paid Quote is Complete Your quote is now locked Please use the Revision Request Form to request any changes to this quote Or use the Clone action to create a new quote using the same products Revise OPG Once the Quote is complete and locked changes extension requests may be made by using the Request a Quote Revision button Request a quote revision Quote is Complete Your quote is now locked Please use the Revision Request Form to request any changes to this quote Or use the Clon
48. ontact HP Encountered when uploading a configuration file SCE has encountered a problem X What happened at 2014 06 26 19 28 57 742 UTC 3 exception How this will affect you When you click OK SCE may continue to run but there may be potential error What you can do about it Try alternative methods of performing the same action or you can contact SCE support More information ngc2 2014 06 26 16 28 53 120 lt lt Explanation Next Actions This error indicates that the product added in your quote is not available anymore is classified as an obsolete product and you have to remove it Please work with your HP contact to identify a replacement for the obsolete product This error means that you have inserted products with no pricing available and you need to contact your HP representative Please make sure to use a true Excel format when uploading an Excel Configuration If another format is saved as Excel such HTML saved as XLSX there will be issues with uploading the file To check the file type open the file in Excel If itis not a true Excel file you will get this error message The file format and extension of file name don t match The file could be corrupted or unsafe Unless you trust its source don t open it Do you want to open it anyway By using the Save As option in Excel the real file type will be exposed in the Save as Type field Please ensure the information is stored as
49. ote not all accounts will contain Account Information Account Team View HP Opportunity Id 0PP 0003011011 Opportunity Owner BMI RES DEMO EN 1 Change HE PERRA EN Grant Access to Another User John Smith John smith hp com O To grant read or read write access to a user select Use the Search Icon to find eligible names to add the Add button in the Sales Team by BG section select by clicking the Full Name hyperlink 6 Select the User Type Partner User for a user in your Grant Read Only or Read Write Access and add Team company User for an HP User Role Sales Team By BG Sales Team Members Save Save amp More Cancel user 3 Opportunity Access Team Role 4 Partner User Read Only vj None Y No sales team members for selected business group m Y Qj ReadOny Y Ms m This is particularly useful if you are a A A I s collaborating with a colleague or want to A TEST USER BMI EE ES System Validation Partner User grant access to your holiday backup BMI RES DEMO EN 2 ES System Validation Account RES Partner User Add Team Email Box O To add a team email address for receiving Select and add the address from the list notifications select the Add Reseller s Team Email O If the address is not found add it into the system by button using the Create Team Email Box option O Search for the address by using the Search icon Selected Email Boxes Add Reseller sTe
50. pportunities Last 7 Days v Messages and Alerts i ovat senses JO E o Partner Deal INDUSTEX SL Edit XX Demo Atr 20 Partner Deal CEMEX LATAM HOLDINGS SA Edit XX Test Cancom 23 102014 Trainin Standard Nordex SE Edit XX WW NextGen R10 CC Partner Deal CEMEX LATAM HOLDINGS SA Edit XX WW NEXTGEN R10 0 copaco 2 Standard Test Account Edit XX WW Nextgen R10 0 JJM test 4 Partner Deal ZODIAC Edit xx WW NEXTGEN R10 0 Refresh 22 Oct Standard CEMEX LATAM HOLDINGS SA Edit XX WW NEXTGEN R10 0 Refresh 22 Oct 2 Partner Deal CEMEX LATAM HOLDINGS SA DODODODUDO Manage an HP Assigned Opportunity Creating an Opportunity is the first step for both Deal Registration and Quoting The Opportunity may be created by HP and assigned to you or you can create a New Opportunity yourself O If HP has created an opportunity and transferred The Opportunity will then appear in the Opportunities ownership to you you will see it on the Home tab list Some information will already by populated by under Acknowledge Opportunities HP Add any missing information and use this O Click the Acknowledge button to accept ownership opportunity to complete any Deal Registrations or Ouote reguests Opportunities Deal Registrations Deal Registration Claims Distributor Associated Opportunities Deal Registration Supp Acknowledge Opportunities Action Opportunity Name Account Name Total Opportunity Value Close Date Sales Stage Acknowledge Test Oppty
51. pproved Extension Status VEP Tier PD x86 PODs Approved Submission Date 04 11 2014 16 31 FN Hydrogen Approved Program PFG ISS TEST Benefit Type Front End JUULIS o UU AVUTO Expiration Date 05 12 2014 16 31 Mission Critical and Technical Services Approved Volume Software Approved MV Blades Units and Enclosures Approved Compensation Level Cloud and Virtual Systems Approved Custom Links Moonshot Server Support Approved HP Technology Software Services Approved Industry Standard Servers Support Approved Product Registratio ree UZ Converged Infrastructure Solutions Approved N Scale out Computing and HPC Approved Action Business Group Global Business Unit Value Product Registration FS Converged Management OneView Approved EG HP Servers EUR 1 00 Approved UW Installation and Deployment Services Approved Key Points 2 40 Deal Registration Creating and Managing Deal Registrations General Y Deal Registration is for authorized partners and specific deals only It is used to register deals for Program Benefits such as New Business Opportunities under the Partner for Growth Program v The Deal Registration Tab contains existing opportunities You may also trigger new Opportunity Creation from this page v A Distributor must be added to the Opportunity before completing the Deal Registration steps For EG Deals only 1 Distributor may be added For PPS deals there is no restriction Y
52. ration is approved Do not click the Accept Quote button before the Deal Registration has been approved as this will result in the benefits not being added to the quote Total Recommended Net Price with Benefits Total Recommended Price including Deal Registration benefits Distributor makes the final price this is an indicative price Part Number Deal Description Product Line Model List Reseller Net Recommended Number Price Discount 56 Price HP ProLiant DL56D G7 E7 4870 2 40GHz 10 core 4P 4am 16 63 126GB R P410U 1G FBWC 4x1200W HE PS Server 2 Quote Totals List Price 265 900 00 Total Recommended Discount 447218 Total Recommended Price 22427 82 Total Reseller Benefits 0 00 Total Recommended Net Price With 22 427 62 Benefits Notes This price will be valid for 24 hours Once you accept the price it will be valid for 30 days Pricing on smaller deals may be without discount e Not all quotes will be eligible for an instant price for example if you have added a Deal Type or flagged the quote as Supplies Only Internal Use or if other conditions are met If an instant price is not available please follow the escalation process on Page 27 26 Get Price Single Distributor Selection 2 TT LOT Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Single Distributor Enforcement at Get Price In some countries under certain
53. rce com homepage click the Reports tab Home Opportunities Deal Registrations Deal Registration Claims Distributor Associated Opportunities Deal Registration Support Opportunities Home Select and Run a Report Select the folder corresponding to the type of report you wish to run and select the report from the main window Reports amp Dashboards Folders PR DR Partner Deal Reg Reports EN US Q Find a folder ANA a Find reports and dashboards PR OR Partner Deal Reg Reports EN U PR Integrated Quotine r gt PR Partner Opportunity with Deals Won Partner Report Oppty with Deals Won report r PR Registrations expiring next 30 days Partner Report Registrations expiring in the next 30 days PR Registrations subm This Prev FY Partner Report All registrations submitted in last 12 months PR Registrations submitted this HP Qtr Partner Report All registrations submitted in this quarter PR Registrations submitted this month Partner Report All registrations submitted in this month Deal Registration Reports Quote Reports e Partner Opportunity with Deals Won Deals Expiring Next 7 days Registrations expiring in the next 30 days Opportunities amp Quotes Current Month e Registrations submitted in past 12 months Opportunities amp Quotes Current Quarter Registrations submitted in past 7 days Opportunities amp Quotes Current Fiscal Year e Registrations submitted
54. s Ic lt Deals Deal Rega atian rest Quote Integrated footing Ton Customize your Uechizoa d 1 Orders 9 tategrated Quating Taal A Special Price Communication E235 Cente are mywn year specks prc rg Ty 2i es Come Y cater oc acomm fee rs aplica lor i5 a slend sbome cute PAISE SEGE CL YT E prone Fo fils hc lt ed nemet enitled esten pecs local regional yd 5 red ven wigan emt heating coge Ins used foe the design and quoting of Em Em tm MAA ss fii o A Products 2 Programs ijj Sales and marketing E Training and certification EJ Create an Opportunity Ap Tus UDI Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Create an Opportunity Login to Partner Create Quote Portal Basic Path Registration Optional Opportunity Overview Creating an Opportunity is the first step in the Integrated Quoting process The opportunity may be created by HP and shared with you or you can create it yourself Once an opportunity is created a Quote request and a Deal Registration request optional may be added to the Opportunity In order to complete a Quote request or a Deal Registration a Distributor must be added to the Opportunity The other sections of the Opportunity screen are optional extended options The Opportunity should be updated as needed for example to manage the Close Date if it changes Topics Cov
55. space Products Sales amp Marketing Programs Training amp Certification My Account Deals Orders Partner Status Register Deals Ordering amp Delivery Info Contracts amp Compliance Manage Leads Order and Activate Care Pack Reguest a Ouote Special Price Communication Create Proposals Manage Users Manage Claims My Subscription Preferences Sales Inventory Reporting Smart Portal Connect with HP Blogs Go My Dashboard Customize your Dashboard Q Special Price Communication The Special Price Communicator or pComm ma Integrated Quoting Tool Easily create and manage your special pricing The tool enables you to submit requests for quotes provides a single communication platform for special pricing through the partner portal special local regional and global prices A dedicated Support Team for the Special Pricing Viewer can be reached by clicking the Contact HP Button when in the Special Pricing Viewer Contact HP Special Price Communication Self Help Frequently asked questions FAQ HP Special Price Comm home logout US Please call this number in the U S anytime between 6am 5pm PT Monday Friday This number supports English questions related to S rt functi al aah NON the HP Special Price Communication web site People on deal Check user LADOS Global customers 888 629 6914 Option 4 Edit deal discount types Canada Please call this number in Canad
56. t gt Enter a meaningful Opportunity Name that will enable you to find the Opportunity later such as O Enter realistic Close Date eg first shipment date and keep this field updated when if the date changes This date can be updated as needed Opportunity Edit 9 New Opportunity Opportunity Edit E Ce Save amp New Cancel Opportunity Owner BMI RES DEMOEN 1 Account Name HP CONSULTING 0 IS Managed By Opportunity Information Generate Quote Accept Price Add Header Information Accept OPG Quote Created Sales Stage is automatically updated as you proceed through the request If the deal is lost change the status to Lost otherwise leave as is O Currency defaults to local currency O Save the header information when completed Required Information OL Jia e Sales Stage 01 Understand Customer Vv Won Lost Reason onc wj O eRe VI Customer Budget Amount Additional Information Customer Contact First Name Customer Telephone Number O Customer Contact Last Name Customer Email Address System Information Last Modified by Partner Save Save amp New Cancel Partner Assigned Date Update Header Information Close Date Sales Stage O To edit the Close Date or Sales Stage click the Edit button on the Opportunity Opportunity Detail HP Opportunity Id Opportunity Owner Account Name Opportun
57. te O Price Pending Processing Price Request Quote Review O Processing Quote O Orderable Revised G Quote Rejected until products and or configurations have been added and the Get Price button has been selected Status shown when an instant price has been given but not yet accepted or escalated This status appears when the quote was systemically escalated or escalated by using the Escalate Price button This status will remain until HP has processed the price escalation and the quote has been accepted The pricing offered by HP has been accepted and a quote has been generated The quote is also on PComm for Distributors Status displayed after clicking the Accept Quote button in cases where the OPG cannot be generated immediately due to system backlog or high risk EUV HP will take action and notify you once completed Status for Quotes which have been accepted indicating that the deal is Won Status shown while HP is processing OPG Revision using Request a quote revision button Status for OPG revisions which were not approved by HP You will receive a parallel email with the corrective actions that you need to perform to obtain prices PARTNER ACTIONS Add products and or configurations to the quote When all products and configuration have been added click the Get Price button Accept the price or In exceptional cases if the instant price is not sufficient t
58. this HP quarter Opportunities Quotes Last 7 days Registrations submitted this month Opportunities WON Current Quarter 44 Reporting 2 Click the Export Details button to export the report to XLS format e Deal Registrations submitted last 7 days Report Generation Status Complete ES System Validation Account RES Partner User Report Options Run Report Hide Details Filtered B Deal DAD Id starts with REG Account Opportunity Name Deal Reg Submission Expiration Last Opportunity Total Comments Product Name Status Date Date old Modified Sales Opportunity from HP to Registration Date Stage Value Submitter Name REG XX WW NEXTGEN R9 0 Vici MEMA Test V4 Submitted 23 10 2014 21 01 2015 23 10 2014 Error EUR 20 000 00 PR 92910 0003387939 12 39 12 39 Select Export File Encoding Unicode Export File Format Excel Format xls then click the Export button E Deal Registrations submitted last days Export Report Da Export File Format E Excel Format xls Open the document If you see this error message click the Yes button Mit ied 1 IA i The file torrat and extension of repert1414493333756 sIs dont match The tile could be corrupted or unsafe Unless you trust As source don t open IL Do you want to open anyway mo Hee 45 2 Quote Statuses 46 Quote Status and Description QUOTE STATUS DESCRIPTION O Products Pending Status shown on a new quo
59. to your guote if so select the Deal Type note deal type may vary by country Deal Type Usage Demo Reguest special pricing for products to be used in demo presentations Customer Demos EG only Government Deal Request special pricing for government Tender or tender deals EG Only Local Programs Request special pricing Printing Contractual products based on Partner contracts stipulating pre agreed discounts PPS Only Request special pricing for typical Printing products transactions PPS Only Request special pricing in accordance with Sales agreements EG Only Request additional special pricing Local Programs Transactional Program EBDC Program Partner for Growth incentive offered by HP to encourage Channel new business onboarding EG and PPS Program Sales Request special pricing based on pre Empowerment defined delegation from Sales EG Only Program TS Auto Proactive attachment of care Attach packs accessories compatible with products selected by the partners on the Quote EG and PPS Your quote contains only Supplies Products if so see point number 2 e The product is for Internal Use if so select the Internal Use box and the corresponding Deal Type Note selecting a Deal Type will make the guote ineligible for an Instant Price Price Descriptor Section The Price Descriptor should not be changed unless you have checked the Ouote contains Supplies Only box O If your
60. tomer is verified Explanation Next Actions Error encountered in Partner Information There is no Distributor listed on the opportunity In order to proceed you must return to the Opportunity page and add a Distributor then go back to the Quote and click Get Price again This error specifies that there is a system error and you have to revert and check in 2 hours Unverified Accounts new customer added in a new quote this error appears when processing price request statuses such as Get Price Escalate Pricing and Accept Price has the following meaning We will need some time to verify create the end customer details You will be notified once the process is complete Pricing cannot be accepted until the end customer is verified a 50 Error Messages Integrated Quoting Error Messages Error Message Encountered on the Price Escalation screen Could not perform Action Submit Please enter Competitor Information amp Please enter Pricing Justification and Summary amp Please enter Reqt Type and Reqt Disc for at lease one part number to proceed with Submit action Encountered on the Price Escalation screen amp Could not perform Action Submit amp Please enter Competitor Information amp Please enter Requt Type and Reqt Disc for at least one part number to proceed with Submit action Encountered when using the Accept Ouote button Could not perform Action Accept quote amp Vali
61. tunity Owner BMI RES DEMO EN 1 Change Account Name gt HP CONSULTIN Won Lo Opportunity Name Q1 Server Refresh Opportunity Description Managed By Partner Reseller Company ES System Validation Account RES Edit Engage HP Financial Services Deal Registratio Total Opportu Customer Budge Additional Information Customer Contact First Name Customer Contact Customer Telephone Number Customer Emai Sales Team By BG Select Business Group to view the members Al No sales team members for selected business group System Information Created By BMI RES DEMO EN 1 15 12 2014 10 45 Last Mq Last Modified by Partner 15 12 2014 10 57 Partner Assig Contact Role Selected Email Boxes Add Reseller sTeam Email HP Guotes Create Quote Show Previous Versions Hide Show No records to display Alliance And Channel Partner Add Distributor Add Contacts Action Partner Name Business Relationship Products Products amp Services Sort Product FAQ Manage Products amp Services No records to display Addresses No records to display Competitors No records to display Y Sales Process Linkage New Sales Process Linkage No records to display Open Activities New Task No records to display Activity History No records to display Notes amp Attachments New Note Attach File No records to display Stage History Sales Stage 01 Understand Customer Total Opportunity Value EUR 0 00 Expected Reven
62. ue Close EUR 0 00 28 02 2 Generate Accept OPG Quote Created Opportunity Detail Section gt Click the Edit button to update information in the Opportunity header gt View the HP Account Team by clicking the Account Name Sales Team by BG Section gt If you are the owner of the oppty you can give other users Read or Read Write access to the Opportunity and associated Deal Registrations and Quotes From the Sales Team By BG section click the Add button System Information Section gt This segment indicates the creation and modifications performed for the opportunity Add Resellers Team Email Section gt In this section you can add the reseller s team email if applicable HP Quotes Section gt This section contains the Create Quote button used to create a new quote shows the existing quotes for that opportunity Alliance and Channel Partner Section gt Used to add Distributor s for Deal Registration and quoting Products amp Services Section gt Section used to create a new Deal Registration Start the process by selecting the Manage Products amp Services button gt Add Product Lines using the search icon and add the quantity and unit price Click the Add button to add the details gt Use the Apply Programs button to select a program and request a Deal Registration for example PfG Addresses and Competitors Sections gt In these sections you can add relevant addresses and competitors
63. uote Created Section 3 Register a Deal Login to Partner Create Manage Create Quote Portal Opportunity Basic Path Registration Optional Deal Registration Overview e Deal Registration is for authorized partners and specific deal only Use Deal Registration when applying for additional program benefits for example if your deal qualifies is a New Business Opportunity qualifying for Partner for Growth benefits e f the Deal Registration is approved by HP additional discount will be applied to associated Quotes if the Get Price or Accept Price button is used after the Deal Registration has been approved Topics Covered In This Section Topic Page Register a Deal Optional 36 Add Products Product Line Level Register for a Program Manage a Deal View Registration Details and Benefits discount Fe W IW Uy Iw IS le lis la ls Key Points Deal Registration 37 4h Ed Register a Deal Optional TE ELO UNI Register Deal Build Get Accept Generate Accept OPG g PP y Optional Quote Price Price Quote Quote Created Deal Registration is for specialist partners and for specific deals only If your deal is eligible for Program Benefits for example Partner for Growth you can register it through Integrated Quoting It is not necessary to register a deal for every Quote Using the Deal Registration Tab A new Opportunity may be created directly on the Deal Registrations tab of Salesforce com
64. xpiration Date Deal Registration Status Draft abandoned or test quotes that you will not use again may be cancelled This is applicable only to quotes that are not yet in Orderable status Once the quote is cancelled it cannot be resumed but it may be cloned if required O To cancel a Quote go to the Opportunity and Quote Info tab enter a Cancel Reason and click the Cancel Quote button Comments may be added if desired Quote amp Opportunity Details PT Title Quote Version Completion Date Cancel Reason Cancel Comments Cancel Quote HP Quotes Create Quote Show Previous Versions Hide roman 2 Quote Status Cancelled Total PHP 0 00 PHP 0 00 Quote Number T000201 447 01 01 T000201 460 01 01 Quote Start Date 11 7 2014 11 7 2014 O Action Quote Name Quote Version O Benson test US 6353 PH O Benson test US 6353 PH Products Pending 21 Quote End Date 12 7 2014 12 7 2014 To view cancelled Quotes use the Show All button on the Opportunity screen Opportunity Name HP Opportunity ID OPP D002376840 Last Modified Date 11 7 2014 6 11 PM 11 7 2014 6 11 PM Synced to Opportunity The Customer Address Tab 22 oral Register Deal Build Accept Generate pp y Optional Quote Price Quote Add End Customer Details and Manage Ship To Address Add End Customer details in space provided Start Opportunity and Quote Info Customer Addresses Partners Quote Output Customer Conta

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