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  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 1

    For 2-Tier Partners

    November 17 2013

    Country Enablement Training - Brazil

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 2

    Session Objectives

    CE Brazil Overview

    Quoting

    Ordering

    Logistics

    Contract Management

    Session Summary

    Course Duration: 1 Hour

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 3

    Country Enablement (CE) Brazil Overview..................................................................................................................... 07

    Country Enablement………………………………………………………………………...........................………….......... 08

    What is NOT Changing?............................................................................................................................................. 09

    What is Changing…………………………………………………………………………………......................................... 10

    Quoting........................................................................................................................................................................... 11

    Quoting Key Changes................................................................................................................................................ 12

    Doing Business with Cisco Brazil................................................................................................................................ 13

    Business Entities........................................................................................................................................................ 15

    CSCC Address Book.................................................................................................................................................. 16

    CCW Language Preferences...................................................................................................................................... 17

    Deal Splitting.............................................................................................................................................................. 18

    Pricing Updates.......................................................................................................................................................... 21

    Changes to Quote Process......................................................................................................................................... 22

    Quote with Brazil Price List…………………………………………………………………………………………………….. 23

    CCW Quote Price List and Billing……………………………………………………………………………………………... 24

    CCW Quote with Brazil Price List……………………………………………………………………………………………... 25

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 4

    CSCC Quote with Brazil Price List……………………………………………………………………………………………. 27

    CCW Reviewing Discounts......................................................................................................................................... 29

    Ordering......................................................................................................................................................................... 32

    Ordering Key Changes............................................................................................................................................... 33

    Ordering Controls....................................................................................................................................................... 34

    Quote Splitting............................................................................................................................................................ 36

    CCW Error Screens…………………………………………………………………………………………………………….. 38

    Order Changes and Cancellation.....……………………………………………………...........................………….......... 42

    CCW Modify Billing Information.................................................................................................................................. 43

    CCW Using Address Search....................................................................................................................................... 44

    Post Order……………………..................................................................................................................................... 45

    Logistics......................................................................................................................................................................... 48

    Logistics Key Changes............................................................................................................................................... 49

    Nota Fiscal................................................................................................................................................................. 50

    Shipment Guidelines.................................................................................................................................................. 51

    Shipping..................................................................................................................................................................... 52

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 5

    Product Returns......................................................................................................................................................... 53

    Contract Management.................................................................................................................................................... 54

    Contract Management Key Changes.......................................................................................................................... 55

    Contract and Data Migration....................................................................................................................................... 56

    Service Delivery.......................................................................................................................................................... 57

    Service Renewals....................................................................................................................................................... 58

    Post Order—Service Renewal in CSCC..................................................................................................................... 59

    Cancellations.............................................................................................................................................................. 61

    Summary........................................................................................................................................................................ 63

    Appendix........................................................................................................................................................................ 66

    List of Acronyms......................................................................................................................................................... 67

    Country Enablement – Legal Entity Types.................................................................................................................. 68

    Additional Resources.................................................................................................................................................. 69

    Brazil: Sales Scenarios Using CCW and CSCC......................................................................................................... 70

  • After completing the training, you will be able to describe…

    • The key process and system changes

    resulting from the establishment of a new

    Cisco Brazil business entity.

    • The setup requirements for quoting and

    ordering in the newly established Brazilian

    entity.

    • The operating unit responsible for all

    service agreements, Advanced Services,

    and Technical Services sold by Cisco

    Brazil.

    • The ordering rules for various order types,

    products, and services.

    • The process to be followed for Nota Fiscal,

    shipping, and returns.

    • The new contract management practices.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 8

    • Locally Manufactured Product transactions will be in Brazilian Reais (Quoting,

    Ordering, and Invoicing)

    • Market opportunities for required indigenous products (Public Sector, Service Providers)

    • Better customer delivery experience with shorter lead time, delivery cycles, and

    inventory availability by Distributors

    • Ease of product returns

    • Cost of local manufacturing lower than imported products

    Competitive Edge

    Localized Cost Structure

    Grow Top Line

    Country Enablement (CE) establishes in-country subsidiaries or branches to enable the sale of Cisco services, products, and solutions. Some of the benefits are:

  • What is NOT changing?

    Setup and Offering

    • Multi-Year Service Agreements

    • Service Offering Available

    • Sales Compensation

    Ordering and Service Sales Order

    • Order Types

    • Standalone software and software subscriptions will be available only

    through Cisco Systems INC

    • Changes to Services Sales Orders

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 10

    • Legal Sales Agreements

    • A New Indirect Channel Partner

    Agreement (ICPA)

    • A New Brazil Price List

    • Cisco Commerce Workspace (CCW)

    and Cisco Service Contract Center

    (CSCC) required for quoting and ordering

    • All Service Renewals and Standalone

    Service Sales quoted, managed, and

    sold by Cisco Brazil entity

    • Finished Goods Returns capabilities for

    Cisco Brazil

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 12

    Legal

    Sales

    Agreement

    • Legal addendums to include Brazil sales

    • Indirect Channel Partner Agreement (ICPA)

    BIDs & Ship-to IDs

    SIDs

    • New BIDs associated to Cisco Brazil

    • New postal code format

    Deal

    Splitting • Deals will be split based upon business entity

    Price List & Entitlements

    • Partner branded, Cisco branded, and Co-Branded service sales

    • Brazilian Price List

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 13

    Quotes, Legal Sales Agreements and Deal Splitting.

    Quotes

    • Services that are renewed need to be quoted against the Brazilian entity.

    • For mixed sites at the time of quoting, the non-Brazil sites should align to the

    appropriate entity.

    • Newly created sites should ensure the postal code is in the nnnnn+nnn format

    to avoid error.

    Legal

    Sales

    Agreement

    Deal

    Splitting

    Deals will be split based on the different entities:

    • For deals related to locally manufactured products, Brazil Deal ID will need to

    be used.

    • For deals related to non locally manufactured products, Cisco Systems INC

    Deal ID will need to be used.

    • 2-tier partners will have new legal addendums including Cisco Brazil.

    • Addendums will added to the existing Indirect Channel Partner Agreement

    (ICPA).

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 14

    Route to Market and Local Requirements adoption.

    Local

    Requirements • Service businesses that are supported within Brazil will be permitted to

    complete certain actions (takeovers, upgrades and downgrades).

    Current Route-to-Market

    • Cisco INC: Cisco sells directly to distributors or 1-Tier partners who sells to

    end users.

    • Cisco Brazil: Cisco Brazil sells in local currency to distributors who sells to 1-

    Tier partners who resells to end user.

    Future Route-to-Market

    • Cisco INC: No change.

    • Cisco Brazil: Cisco will sell locally manufactured products and attached

    services to distributors with the option to sell directly to 1-Tier partners who can

    resell to end users.

    Route-to-

    Market

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 15

    After Go-Live, users will be able to select the appropriate pricelist to narrow available BIDs to use for quoting and ordering.

    Select the desired entity from

    which you want to buy.

    Selected business entities will be

    listed over here.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 16

    Local Data on Customer Address setup is required to facilitate Nota Fiscal generation.

    – -

    The postal code should be in the format nnnnn+nnn for

    placing an order

  • Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 17

    The following screens details how to modify the language preferences in CCW.

    Click Change.

    Select the desired

    language and click

    Change Language.

  • Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 18

    • Due to the Dual Sales ordering model in the Brazilian entity, a global deal structure is required per policy and SOX requirements.

    • When the financial arrangement spans multiple legal entities, 3 non-standard deals will be required and they must be linked together.

    • Global “shell” deal: not used for ordering, representing the entire financial arrangement.

    • Local deal for INC using the LATAM price list.

    • Local deal for Brazil using the Brazil price list.

    • Deals containing locally manufactured products & non-locally manufactured products will

    need to be split into two local deals and linked with one global deal ID.

    • This process will be followed for all Reusable Non-Standard Deals (RNSD) & Transactional

    Deals.

    • Cisco Brazil will enable a Sales Transaction Acceleration Reps (STAR) team to support in

    the Deal Splitting process.

    • Local Deals should be transacted as per the as-is process using the Local Deal IDs not the

    Global Deal ID.

    New process for deals spanning across INC and Brazil entities.

  • Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 19

    The first Deal Splitting scenario is AM E2E.

    1- Create two local global deal splitting, with their respective pricing

    list and BOMs

    2 - Create one global deal with both BOMs***

    3 - Go back into both global locals deals, and add on locals the global

    deal as a reference. (under comment as well)

    4 - Submit all 3 deals to finance for approval

    5 - Finance will run all necessary validations,

    and if approved will systematically link global

    to locals

    6 - Finance will return the approved deals

    7- AM will collaborate the LOCAL global deals

    with partner

    8 - Partner will order one global local deal at a

    time, using as is process

    ***Note: The BOMs for the non-respective price list will have to be a miscellaneous representation in order for the system to validate. The AM will have to

    place on comments, a detailed explanation about the miscellaneous, and both global locals deals IDs as reference. if the AMs have questions about what

    to put in the miscellaneous line they should ask their Commercial Finance person.

    http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=tedL5wyf-ecKeM&tbnid=0UGy5Rz3yM-2nM:&ved=0CAUQjRw&url=http://pt.dreamstime.com/imagens-de-stock-royalty-free-povos-com-bandeira-das-partes-e-do-mapa-de-brasil-image19872759&ei=BcpvUqH2Goep4APv_YDYDg&psig=AFQjCNF21_K-kHj4HoD6UyCxaceAl8kZ9A&ust=1383144319241117

  • Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 20

    The second Deal Splitting scenario is AM & STAR interaction.

    1- AM will contact Start team sending all

    necessary BOMs and discounts needed to be

    requested to finance

    2 - STAR team will follow all steps above

    from 1-6

    3 - STAR will share deals with AM

    4 - AM will collaborate the LOCAL global deals with partner

    5 - Partner will order one global local deal at

    a time, using as is process

    http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=wB0xFIAwyQa5PM&tbnid=PAKnf7FbRwRsIM:&ved=0CAUQjRw&url=http://www.smartpassiveincome.com/how-to-pick-the-right-business-partners/&ei=yMpvUuGjE9Gw4AORp4HoDA&psig=AFQjCNF21_K-kHj4HoD6UyCxaceAl8kZ9A&ust=1383144319241117

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 21

    • Product and Service quotes will continue to be in Brazilian Reais.

    • All routes-to-market will be able to create product and service quotes in

    Brazilian Reais. Brazilian partners will only be able to use Brazilian Reais when

    quoting and ordering from CSCC and CCW through Cisco Brazil.

    Price List

    Currency

    • Cisco Brazil will now allow Partner branded, Cisco branded, and Co-Branded

    service sales.

    • A default Brazilian Price List is enabled during creation of a new Brazil customer

    site.

    Price List and

    Branding

    Changes to the Price List and discounts/promotions are listed below.

    • The Brazil specific Price List contains all locally manufactured products and all

    services for locally and non-locally manufactured products in local currency.

    • Anyone with a Brazilian BID and SID is entitled to the Brazilian Price List and

    the discounts associated with products and services.

    • Partners can view various services offered through Cisco Brazil via the Brazil

    Price List.

    Price List

    Changes &

    Entitlements

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 22

    During the quoting process, the following changes are applicable.

    • Services that are renewed need to be quoted against the Brazilian entity.

    • For mixed sites at the time of quoting, the non-Brazil sites must align to the

    appropriate entity. Quotes

    • Quote protection policy is applicable for new quotes created in the Brazilian

    entity after Go-Live. The policy for quotes created in Cisco Systems INC

    remains unchanged.

    • Product quotes will be protected for 30 days.

    • Services quotes will be protected for 60 days through CSCC.

    • CCW will not offer quote protection for services.

    • Open quotes during the data migration will not carry a quote protection.

    Quote

    Protection

    Policy

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 23

    Quote in CSCC

    A quote can be created for both products and services using the Brazil price list in

    CSCC and CCW.

    Quote in CCW

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 24

    These screens show how the price list can be selected and billing address changed..

    The user can select the price list

    from this drop down menu.

    The user can select a

    Billing Address from

    this popup.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 25

    These screens detail how to create a quote using the Brazilian price list in CCW.

    The user has added all items to the

    quote and the quote has been

    priced. The major pricing related

    fields are as follows:

    • Net Quote Amount (Currency will

    show as BRL for Brazil)

    • Fee Distribution (including Fee

    Distribution Popup)

    • Total Fee %

    • Total Fee Amount (Currency will

    show as BRL for Brazil)

    • Quote Net Amount And Fee

    Amount (Currency will show as

    BRL for Brazil)

    Brazil Price List

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 26

    The review page ensures that all

    necessary information in the quote is

    correct and validated. This comes

    after adding/pricing items in the

    quote and before converting the

    quote to an order. The major pricing

    related fields are as follows:

    • List Price

    • Net Price

    • Discount Percentage (including

    Discount Details pop-up)

    These screens detail how to create a quote using the Brazilian price list in CCW.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 27

    Complete CSCC quote that includes pricing with CE Brazil price list.

    Quote Summary Details

    page shows Quote header

    information and all the

    major pricing related fields.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 28

    Service pricing in CSCC with the CE Brazil price list.

    The Line Items and Pricing

    page shows Quote lines

    (including line level Pricing)

    information.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 29

    The following screens details how to review the discounts in CCW.

    Total Discounts can

    be viewed here.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 30

    The following preferences need to be set before making a quick price/quote.

    You need set the preferences

    as shown on the figure.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 31

    Verify or provide your account information and service preferences on this screen.

    Provide your account

    information and service

    preferences.

    Enter product information

    including product number,

    serial number, enterprise

    service SKU.

    Select the desired hardware,

    software, and subscription

    service level.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 33

    Post Order

    Order Changes

    Quote Splitting

    Ordering Controls

    • Ordering rules applied

    • Cisco Brazil internal orders exempt from ordering controls

    • Multinational Quoting not allowed

    • Split quotes to separate Brazil and non-Brazil lines in CSCC

    • Cancel/partially cancel orders or lines

    • Request an expedited order

    • Renewals in CSCC

    • Prior Order Views

    • Invoice

    • No Indirect tax estimations

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 34

    Ordering Rules will be enforced for locally and non-locally manufactured products

    selling into Cisco Brazil.

    Order Controls

    • Cisco Brazil will apply applicable ordering controls (rules/validations) for orders before new orders can be booked or modified.

    • Exceptions will be provided and must be approved by Global Tax and Customs (GTC) and the local sales team.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 35

    After Go-Live, ordering controls will ensure all ordering rules are followed.

    The following types of quotes must be ordered through Cisco Brazil:

    • Purchase of locally manufactured

    products

    • Standalone Services

    • Any quote using a Brazilian BID

    Includes AS Transactional Onsite and

    AS Fixed transactions and TS

    • Renewals

    Even if original order was ordered

    through Cisco Systems INC

    Cis

    co

    Bra

    zil

    The following types of quotes

    must be ordered through Cisco

    Systems INC:

    • Purchase of non-locally

    manufactured products

    Includes quotes with initial

    service attach

    TS at initial purchase will

    be allowed

    • Standalone Software (SW)

    and SW subscriptions

    After Go-Live all other entities will be restricted from selling products and services into Brazil.

    (Italy, Japan, etc.).

    Cis

    co

    Sys

    tem

    s I

    NC

    Note: Cisco Brazil will enforce a mandatory attach of

    service for customers having "full entitlement" service

    programs.

    Note: Services will continue to be offered

    for initial attach for non-locally

    manufactured products.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 36

    The CSCC tool will give users an option to split the Brazil or non-Brazil lines into a

    new quote based on ordering controls.

    Select the desired action to

    split the quote and fix Brazil

    quote errors.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 37

    Errors may occur when trying to place a quote for Services in the incorrect install

    site. Example: Ordering Standalone Services New and Renewal in CSCC [Brazil

    Install Site].

    All the major line item errors

    will be displayed over here.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 38

    This error message shows a mismatch in the install, billing and shipping addresses.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 39

    This error messages shows a mismatch between the billing address and the price list.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 40

    These error messages show an incorrect shipping address in the order.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 41

    This error messages shows that standalone products cannot be ordered through Cisco Systems INC.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 42

    Various changes can be made based on the request.

    Change Orders

    • Change Orders will be in English or Brazilian Portuguese (customer preference).

    Customer Notifications and Cancellations

    • Partner notifications will only be provided in English from CSCC. Order Cancellations will be in English or Brazilian Portuguese (customer preference).

    • Order cancellations will be restricted on hardware orders if one of the lines on the order is beyond the Pick Release—Released (Released to Warehouse) status.

    • Partners can cancel or partially cancel order/lines up until Pick Release—Released (Released to Warehouse) status.

    Expedited Orders

    • Partners can request an expedited order.

  • Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 43

    The following screens details how to modify a billing information in CCW.

    Click Edit to change

    the billing information.

    Select the desired

    billing address.

    1

    2

  • Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 44

    The following screens detail the Address Search in CCW.

    Click Edit to change

    the Shipping Address.

    Select the directory in

    your desired language.

    Search using Site ID.

    Generic Search.

    1

    3

    2

  • Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 45

    After Go-Live, users can now see past orders in CSCC from:

    Past orders for the

    selected period listed.

    Select Order Complete

    to filter complete orders.

    Select the Date Range

    Apply filer to

    display the data.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 46

    The invoice process includes the following.

    Invoice Separation

    • Separate Nota Fiscal are issued for Products and Services sold through

    Cisco Brazil.

    • Technical service can be invoiced for the full amount or periodic billing.

    • Advanced services can be invoiced upfront, periodically, upon milestone

    completion, or upon completion of the service.

    Nota Fiscal

    (includes

    Nota Fiscal

    Electronica)

    Language

    (Brazilian Portuguese)

    Currency

    (BRL)

    Service

    Nota Fiscal

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 External Version

    Slide 47

    Indirect Tax

    • Indirect tax will be applied at the time of invoicing and will not be shown in the quote.

    • Cisco Brazil will not be providing an estimation for indirect tax.

    Customer Invoice Payment Remittance

    • Payments for locally manufactured products and services sold through Cisco Brazil can be paid wire payments or Boleto.

    • Credit card payments will not be accepted.

    Invoices will include indirect tax and can be paid through wire payments.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 49

    Product Returns

    Ci

    Shipping

    Nota Fiscal

    • Circulation

    • Cancellations within 24 hours

    • Remittance Nota Fiscal (DANFe) provided by contract manufacturer

    • Shipments dependent upon Nota Fiscal issuance

    • Title and risk will be transferred dependent upon customer contract

    • Opt-in carrier will be selected by Cisco Brazil

    • Partial ship sets will not be allowed through Cisco Brazil

    • Opt-out is the single option for Brazil Type 5 partners and distributors

    • Opt-in/out shipping methods

    • Must be accompanied by the Returns Nota Fiscal

    • Warranties remain consistent with existing policy

    • All products sold through Cisco Brazil will be returned to a Brazilian depot

    Shipment Guidelines

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 50

    The circulation, cancellation, and remittance processes.

    • Purchased goods will only be eligible for physical transport with a hard copy of

    the Nota Fiscal. Circulation

    • Partners will receive the XML of the sale Nota Fiscal electronica by e-mail. The

    Nota Fiscal can only be cancelled within 24 hours after issuance. Cancellation

    • Remittance Nota Fiscal (DANFe) will be generated and provided by the

    customer or partner. Remittance

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 51

    Shipping processes are impacted at different levels in the Brazil entity.

    • No partial ship sets of an order through Cisco Brazil.

    • Ship-to and Bill-to party name and state will be the same.

    • Partners will not be able to ship to the direct customer’s location from the

    contract manufacturer. They will pick up goods at the Flex dock and they will

    pay for the freight.

    Partial Ship Sets

    Shipment

    Controls

    Opt-in & Opt-

    out

    • All Brazilian Partners and Distributors will be opt-out when purchasing from CE

    Brazil.

    • In case there is a deal created for a partner where an opt-out amendment is

    not yet signed, Cisco Brazil will use opt-in to honor the current signed contract

    and the freight cost will be included into the deal in the credit field (negative

    value) so that final amount charge covers freight cost.

    • Opt-in & Opt-out customers are determined by the following

    - Opt-in customers: users of the Global Price List (GPL).

    - Opt-out customers: users of the Whole Sale Price List (WPL).

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 52

    The following processes will be followed for the shipping of products from Brazil.

    Pick-Up Date

    Shipping

    Drayage

    • Cisco Brazil will transfer title and risk of loss to Brazilian partners, distributors,

    and customers based on the customer contract.

    • Subject to customer contract, risk transfers at the contract manufacturer site.

    Title and Risk

    Shipment

    • In the case of a missed pick-up date, CPE will contact customer or partner to

    set up a new pick-up date, if new pick-up date cannot be set Cisco will dray

    shipment.

    • If Opt-out customer does not pick up product(s) Cisco Brazil will dray the

    shipment and charge the customer for the drayage.

    • Opt-out shipments must be picked up within 3 days of issuance of Nota Fiscal electronica.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 53

    Returns need to follow the requirements listed below:

    Nota Fiscal

    • Returned goods must match exactly to the original Nota Fiscal or the return will be refused.

    • Cisco will not accept any returned goods without the Remittance Nota Fiscal.

    Warranties

    • Warranties for Cisco sold products will continue to be 90 days for all routes-to-market.

    • A 2-Tier partner will be able to return a product, if still under warranty but has to pay the return cost.

    Reasons for a Return

    • Some reasons for acceptable returns are: dead on arrival, visual defects, wrong shipment etc.

    Bundled Orders

    • Partial return shipments of bundle orders will not be allowed unless the product is eligible for RMA.

    Returns Depot

    • All locally manufactured products will be returned to the in country depot.

    • All non-locally manufactured products will be returned to Cisco Systems INC.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 55

    Cancellations

    Ci

    Service Renewals

    Service Delivery

    Contract & Data

    Migration

    • Termination for Credit

    • Service lines attached to returned products

    • Service RMAs

    • Cisco Brazil takes responsibility for service contracts it sells

    • Start dates for standalone services cannot be earlier than submission date

    • Attached service start date

    • 0 day Overdue Period

    • No retroactive renewals

    • All contracts must be renewed through Cisco Brazil

    • 2-Tier partner data migrated based upon Ship-to ID

    • Contract migration will yield new contract numbers dependent upon original contract

    • Open/In-flight service quotes during migration period

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 56

    All active service contracts having install sites in Brazil will be migrated to Cisco Brazil.

    • Data migration is the transfer of all Brazilian 2-Tier partner data from Cisco Systems INC over to Cisco Brazil.

    • Partner data will be transferred based upon the Ship-to ID of that particular partner.

    Data Migration

    • Existing contracts with install sites/performed-at sites within Brazil will be migrated and aligned to Cisco Brazil.

    • Contracts with multiple install sites/performed-at sites both within and outside of Brazil will be split and result in new contracts and contract numbers.

    • Any quotes with Brazil ship-to/install sites that have not been ordered by the

    November 08, 2013 will need to be cancelled and recreated.

    Service Contract Migration

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 57

    Service agreements for services sold by Cisco Brazil will be managed by Cisco Brazil.

    • Cisco Brazil will take responsibility for performance of all contracts it issues. • Any spare(s) fulfillments for services sold by Cisco Brazil will be supported by

    local depots in Brazil.

    Contract Responsibility

    • Cisco Brazil will have a relationship with Cisco Systems INC only on the replenishment and pullback of inventory.

    • Cisco Brazil will not have any shipments with other entities.

    Inventory Replenishment

    • Start dates for standalone services booked and ordered through CSCC cannot be earlier than order submission date.

    • Attached service start date is based upon the ship date plus 1 day. • Attached Premium Service start date is based on the ship date plus 30 days.

    Service Start Date

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 58

    Contracts Purchased through Cisco Systems INC

    • Cisco Brazil will handle all renewals, including those originally purchased through Cisco Systems INC.

    • Contracts originally sold through Cisco Systems INC must be renewed with a Brazilian BID before any upgrades/downgrades, takeovers, or contract management (delete, add, move) can occur.

    Retroactive Renewals

    • No retroactive renewals for contracts that are aligned to Cisco Brazil. Service renewals will expire on contract end date.

    Overdue period

    • There is a 0 day overdue period for service contracts aligned to Cisco Brazil. This does not follow the existing global policy.

    The updates to service renewals include the following:

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 59

    The following steps provide instructions on how to renew a quote in CSCC.

    Specify Product Info, Contract

    Info, Uncovered/Covered

    Equipment Service Level.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 60

    The following steps provide instructions on how to renew a quote in CSCC.

    Specify Project Info, Install Site

    and Click Add Line.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 61

    • Service return (RMAs) will be processed in the Brazil Operating Unit.

    Service Return (RMAs)

    • Service cancellations will follow the Termination for credit operational Process to

    Customer depending on where the original sale was performed (either Cisco

    Systems INC or Cisco Brazil).

    • Termination for credit will follow the Brazil local requirements and regulations for

    services sold through Cisco Brazil.

    Credit

    • Any service line attached to a returned product will be canceled. Attached

    Service Lines

    All service cancellations for Brazil sold services will follow the below.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 62

    The following steps provide instructions on how to cancel a quote in CSCC.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

    Country Enablement Nov 17 Internal Version

    Slide 64

    Events till date

    Cisco Brazil Bill-to IDs (BIDs) and Ship-to/Install-at IDs (SIDs) will be created automatically.

    Partners being migrated to Cisco Brazil can expect their existing Cisco Systems INC information to be maintained and automatically transferred to the Brazilian entity. These partners will still be able to quote and order through Cisco Systems INC using the BID aligned to that entity.

    All orders submitted and booked prior to Cisco Brazil Go-Live (November 17) will continue to be fulfilled from Cisco Systems INC.

    While service contracts will be migrated to Cisco Brazil existing orders and associated invoices will be generated from Cisco Systems INC until the time of service contract renewal.

    Orders booked prior to November 17 2013 will be processed by Cisco Systems INC Orders booked after November17 2013 will be processed by Cisco Brazil.

  • You learned how to… • Identify the key process and system

    changes resulting from the

    establishment of a new Cisco Brazil

    business entity.

    • Prepare for the requirements for

    quoting and ordering in the newly

    established Brazilian entity.

    • Identify the operating unit responsible

    for all service agreements, Advanced

    Services, and Technical Services sold

    by Cisco Brazil.

    • List the ordering rules for various order

    types, products, and services.

    • Explain the new process to be followed

    for nota fiscal, shipping, and returns.

    • Identify new Contract Management

    practices.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 67

    Country Enablement Nov 17 External Version

    Acronym/Term Definition

    AM Account Manager

    AS-F Advanced Services-Fixed is a service category that provides services that have a fixed price, fixed

    scope and other fixed attributes that enable streamlined quoting, ordering and expedited approval

    AS-T Advanced Services-Transactional

    BIDs Bill-to IDs

    CE Country Enablement

    CSPP Cisco Service Partner Program

    GTC Global Tax and Customs

    LMP Locally Manufactured Products

    SAE Service Agreement Expiration

    PONR Point of no Return

    SAE Service Agreement Expiration

    SMS3 Services Management System v3

    Appendix

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 68

    Country Enablement Nov 17 External Version

    Type 1

    Sales and Marketing support only

    Type 2 Transitional Service Entity (TSE) to support service-only sales to direct accounts. Limited number of manual transactions.

    Type 3 Transitional Service Entity (TSE) to support XaaS. Limited number of manual transactions.

    Type 4 Product & service buy/sell with varying sales, or route-to-market limitations. Limited manufacturing based on business case. Manual processes required.

    4a – Sales

    4b – Limited Local Manufacturing

    Type 5 Fully automated, product & service buy/sell entity. Manufacturing based on business case.

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 69

    Country Enablement Nov 17 External Version

    This presentation provides a HIGH LEVEL overview of the

    release and processes.

    For additional information please go to the Country

    Enablement Brazil website. It includes the following

    information: • General Awareness Communication

    • Presentations

    • Job Aids

    • Frequently Asked Questions

    http://www.cisco.com/web/BR/parceiros/partner_with_cisco/cisco_goes_local_brazil.htmlhttp://www.cisco.com/web/BR/parceiros/partner_with_cisco/cisco_goes_local_brazil.html

  • Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 70

    Country Enablement Nov 17 External Version

    # Description Tool Used Cisco

    Brazil

    Cisco

    Systems

    INC

    Other

    Buy

    Sells

    Comments

    1 Locally Manufactured Product (LMP) CCW Driven through BR PL

    2 LMP + Technical Services CCW Driven through BR PL

    3 LMP + Combined Services (AS-S + TS – one

    SKU) CCW

    Driven through BR PL

    4 Non Locally Manufactured Product (non

    LMP) CCW

    1 Non LMP will not be available in

    BR PL but present in all other PLs

    5 Non LMP + Technical Services CCW

    1 Non LMP will not be available in

    BR PL but present in all other PLs

    6 Non LMP + Combined Services (AS-S + TS –

    one SKU) CCW

    1 Non LMP will not be available in

    BR PL but present in all other PLs

    7 Software (SW) CCW 1 SW not available in BR PL

    8 Software Subscription CCW/CSCC 1 SW Sub not available in BR PL

    9 Standalone Service sales to support software CSCC/CCW 1 1

    10 UCSS + Software Support (ESW) CCW/CSCC/ 1

    11 TS (Standalone New and Renewal) against

    LMP or non LMP

    CSCC/CCW (New)

    CSCC (Renewal)

    1 1

    12 AS (AS-S, AS-T, AS-F) including new and

    renewal (where applicable)

    CSCC (AS-S) CCW

    (AS-T/AS-F)

    1 1

    13 AS-F + LMP CCW Driven through BR PL

    14 AS-F + Non LMP CCW

    2

    (AS-F)

    2

    (P)

    1 AS-F is not a mandatory attach.

    15 Similar form factor (equivalent of a LMP) N/A N/A 1

    1May be allowed very rarely based on GTC exceptions approval. 2AS-F order should be booked in Cisco Brazil and the Non LMP should be booked in Cisco Systems INC

    Other Buy/Sells - (NL, AU, CA, JP, ITL, UKH)

    .

  • Thank you.