HP Sales Builder Intro

Watson vs. SBW for Windows™ 12.0 Page 1 of 40 June 2005

SBW For Windows TM

Version 12.0

SBW Introductory Guide Module 1.4: Complete Introduction

Updated June 2005


©Copyright 2004 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein. This is an HP copyrighted work that may not be reproduced without the written permission of HP. You may not use these materials to deliver training to any person outside of your organization without the written permission of HP. Acrobat ® and PostScript ® are trademarks of Adobe Systems Incorporated. Microsoft ® is a U.S. registered trademarks of Microsoft Corporation. Printed in the U.S.A HP SBW For Windows TM SBW Introductory Guide—Module 1.4: Complete Introduction June 2005


Table of Contents Table of Contents..................................................................................................................3

SBW for Windows™ 12.0 Introduction ..................................................................................5

Module Objectives ...............................................................................................................................5

Introduction..........................................................................................................................................5

Sources ...............................................................................................................................................6

SBW Key Terms and Concepts...............................................................................................................6

Summary .............................................................................................................................................9

What’s New in SBW for Windows™ 12.0............................................................................10

Module Objective...............................................................................................................................10

What’s New in SBW for Windows™ 12.0............................................................................................10

New Features Summary ......................................................................................................................12

New Features Summary ......................................................................................................................13

Summary ...........................................................................................................................................14

Watson vs. SBW for Windows TM 12.0 – Application Differences ..........................................15

Module Objectives .............................................................................................................................15

General System Differences .................................................................................................................16 Watson..........................................................................................................................................16 SBW .............................................................................................................................................16

View Product Numbers vs. View Line Items ............................................................................................16

Retrieving List Price Data in Watson......................................................................................................18

Retrieving Purchase Agreement Discount Data in Watson........................................................................19

Watson vs. SBW Quoter Column Headings...........................................................................................22

Watson vs. SBW Quoter Field Differences.............................................................................................23

Configuration Check Using CONRAD...................................................................................................24

Configuration Check Using CONRAD...................................................................................................26

Copy with Revision in Watson (Copy New Quote with Reference in SBW) ...............................................26

Complete the Quote............................................................................................................................28

Watson Sweeper................................................................................................................................29

Watson Client Data Manager ..............................................................................................................30

Watson Convert-To-Order (CTO) ..........................................................................................................31

Link to the Watson Explorer .................................................................................................................34


Watson Explorer ................................................................................................................................35 Filtering Data with Watson Explorer ..................................................................................................35 Changing Customer Properties .........................................................................................................36 Creating Data Records in Watson Explorer ........................................................................................38

Summary ...........................................................................................................................................39

Technical Assistance ...........................................................................................................40


SBW for Windows™ 12.0 Introduction Module Objectives Upon completion of this module, you will be able to:

1. Define what SBW for Windows™ is 2. Determine the two installation options 3. Understand the four main components of the application 4. Find the sources available to you for access to the application 5. Define key terms and concepts used in SBW for Windows™

Introduction Hewlett-Packard’s premier configuration and quotation program, SBW for Windows™ is powered by Trilogy software. SBW is a standalone application on the user’s hard drive. This configuration and quotation tool will help you quickly and easily configure and quote HP UX, Proliant, Alpha and Itanium Servers; Intel, RISC, and Itanium workstations; peripheral and storage systems, as well as software and services products. SBW is available in two installations: “Configurator Only” and “Configurator and Quoter”. The complete SBW application is composed of three main components; a fourth component is available for channel partners.

1. SBWQB: the configuration and quotation application. Two flavors of SBW are available to users:

a. SBWQB: the complete package, which includes the configuration and quotation modal and requires Knowledge Base AND Price Book files to fully operate. Users of this application will be able to generate configurations and price quotations including List Pricing, Discounts, and Net Pricing.

b. SBW: the configurator only, which includes ONLY configurator module. Users of this application will be able to generate configurations but NOT quotations. Some advantages are:

i. Smaller installation package ii. Best for users who have other’s pricing and discount tools iii. ONLY generates product numbers and descriptions (Bill of Materials)

2. Knowledge Base Files (KB): the configurations database rules. Updates to this files, for HP internal users, are delivered via Application Integration Manager (AIM) and also posted on the www.tools.hp.com website on a weekly basis (Monday). For Channel Partners, updates are available through the regional partner portals such as PWEB, COL, or AP-POL. Users are required to download and install the latest Knowledge Base files while using this program. Two versions of Knowledge Base files are available to users:

a. Full Products: Contains HP-UX, ProLiant, Alpha, and Itanium Servers; Intel, RISC, and Itanium workstations; peripheral and storage systems; and software and service products.


b. Full Products with Solution Templates: In addition to the Full Products KB, this version of the knowledge base provides pre-configured templates for a number of popular configurations.

3. Price Book Files (PB): HP’s list price and contractual files. These files are updated and posted every working Monday and on the 1st and 15th of every month. Availability varies by region/country. Ask your HP representative for more information on PB update and posting in your country.

4. Discount Files: Channel Partner specific discount information. Sources Installation files are available through regional partner portals such as PWEB, COL, PartnerPro, and AP-POL. If you need assistance locating, logging in and navigating through these web sites, please contact your regional support center as listed in Section 4: Technical Assistance. For information on installation, please see Section 3: Installation of SBW. SBW Key Terms and Concepts

Active Answers As a web site, Active Answers is a one-of-a-kind knowledge repository and virtual solutions community. It helps simplify enterprise solutions by providing tools, guides, technical information, and e-services for HP partners.

Advanced User Interface

SBW graphical user interface that represents the configured system or solution using dialogue boxes and menu structure

Auto-Update A standalone service designed to run at a user-specified time to check for updates to the knowledge base, and then download and install the appropriate files automatically without user intervention. Auto-Update is only available to Channel Partners.

Configurator

The SBW module that is used to configure and customize technical solutions

Configurator Worksheet The SBW component used to customize a configuration by adding, removing, or changing specific components, such as memory, I/O cards, disks, processors, etc.

Configuration Selection Wizard (formerly Consolidated Model Selection Form) The Configuration Selection Wizard guides the user in configuring upgrades, add-ons, systems, storage, and standalone software. This wizard lets users quickly find servers, storage, add-ons, software, and perform upgrades from the same window, eliminating the need to go to different configurator windows for each function.


Connections Diagram

Shows the connectivity of the devices/interfaces cards with the main server.

Deal Analysis Response Tool (DART) Internal HP tool used to analyze the profitability of deals.

Eclipse

HP Internal tool used for approving the pricing of Big Deals

Error Messages Required responses generated by the configuration rules of a solution. Pay close attention to these details to build supported solutions.

Factory Express Integration Services The newest HP Services (HPS) offering that can be configured using SBW version 12.0.

Filters “Order From” filter in Model Selection window allow users to choose ordering from HP Supply chain or from Compaq Supply chain.

GoPAQ (See OneStop below)

Hardware List

Displays the hardware products that exist in the configuration (Does not include software or support)

Knowledge Base

Data file containing the rules and product modeling used by SBW to check configurations. The Knowledge Base is updated weekly AIM (PC-COE).

Live Corporate Price List (LCPL)

For a product to be visible in SBW, it must be on the HP’s LCPL.

Network Storage Solutions (NSS) Sizer A tool that enables users to work with customers to design storage infrastructure and applies all of HP’s storage design rules, licensing rules, and required service rules to provide a valid, supported storage infrastructure to meet customer requirements. After creating the perfect storage solution, you simply export the combination to the HP SBW Configurator Whiteboard to continue validating configuration rules, ensure all appropriate parts are incorporated, and generate a precise and robust product configuration and quote to the customer. For more information on the NSS Sizer, visit http://www.hp.com/go/nsssizer.


OneStop

OneStop (formerly called GoPAQ) is a mobile solution that represents a way of accessing critical sales information. OneStop acts as a channel for the communication of structured content. OneStop facilitates data-mining through integrated viewing of a wealth of product and services information.

Power Distribution Unit (PDS)

Proposal Web Linkage (http://www.hpproposal.com)

An Internet-based tool that removes both the legwork and paperwork from this daily task, which saves you valuable sales time. This web site helps you to quickly and efficiently generate both standard and customized proposals without leaving your workplace.

Quoter

The SBW module that is used to prepare a quotation for the customer that shows part numbers, descriptions, prices, and discounts for all the products included in the technical solution.

SBW for Windows™ (SBW)

SBW is Hewlett-Packard’s channel high-complexity, high-touch configuration tool.

Simple User Interface The simple user interface provides a hierarchical list of available systems in a “worksheet-like” table.

Single Processing Unit (SPU)

System Diagram Shows a logical diagram (not a schematic) of the configuration created in the Whiteboard

Upgrade View (if applicable)

Lets you create an upgrade system from an existing or unspecified system in the Whiteboard.

Watson Watson is a client-server based or “attached” configuration tool. This requires connection to the server through the HP Firewall; therefore it is primarily an application for internal HP users. SBW and Watson use the same Knowledge Base, Price Books, and file formats.

Whiteboard Workspace used by SBW to build system configurations. Systems represented by icons can be copied, cloned, or modified to quickly build multiple systems from a single starting point.


Summary In this module, you have learned:

1. The definition of SBW for Windows™ 2. The two installation options 3. The four main components of the application 4. Where the sources are available to you for access to the application 5. To define key terms and concepts used in SBW 12.0


What’s New in SBW for Windows™ 12.0 Module Objective Upon completion of this module, you will be able to:

1. Identify the new features in SBW for Windows™ 12.0

What’s New in SBW for Windows™ 12.0 Watson and SBW for Windows TM Release 12.0 (R12.0) have made great strides to ensure an easy to

use application. Watson and SBW for Windows TM R12.0 enhance the user experience by making

changes to the user interface to better present recommended support for software, to make easy to read

“per-event” services.

Watson and SBW for Windows TM R12.0 include a new ability to configure services and support for

previously acquired hardware only with the push of a button.

Watson and SBW for Windows TM R12.0 added more new Microsoft Visio TM export templates that

users can include in the quote or proposal presentation; in addition; some templates have been

enhanced to include more detailed graphic information.

Watson and SBW for Windows TM R12.0 include new eye-appealing icons for messages and warnings;

in addition hyperlinks have been added to messages to click when more detail or help would be

needed by the user.

Watson and SBW for Windows TM R12.0 enhance the quote preparation user experience by explicitly

showing the contractual from the special discounts in the quote worksheet. And automatically calculate

discounts when a user is looking for a specific price to reach. In addition, users would be able to

choose between separating a quote in as many icons as appears on the whiteboard or send the entire

quote as a single deal, when exporting to eclipse.

These new features in will immediately improve productivity by increasing the speed and mobility of

your solutions configurations.


New Features At-A-Glance We have added the following features to SBW for Windows TM R12.0:

• Identifier added to remarketed part numbers

• Toggle between “Remarketed” and “New part numbers.

• More new Microsoft Visio TM export templates

• I/O Slot # added to Superdome Visio configurator connection diagram.

• Ability to configure support only orders.

• Find “Wrap around” function added to Configuration Selection Wizard and system detail.

• HP "recommended support" for support update added to "Global Options".

• New presentation for "per event services".

• Help menu has been updated and revamped.

• Hyperlinks added to messages for "more details".

• Visual indicator in quoter to warn user about mismatches between the configurator & the quoter.

• For Channel Partners, Cost Subtotal and Cost Grand Total were added to thequoter worksheet summary box.

• Option to send a quote as one deal –or- multiple deals for Eclipse Big Deal pricing.

• Opportunity ID field added to the quoter worksheet.

• Information message for users that perform manual changes to a quote.

One Stop Export option added to the quoter menu.


New Features Summary

Identifier added to remarketed part numbers

An "R" is been added to remarketed part numbers in the Configuration Selection Wizard and Configuration Worksheet to easily identify Remarketed products.

Toggle between “Remarketed” and “New”

Toggle between “Remarketed” and “New”. Allow users to switch form remarketed to new products for specific products based on regional availability. Regional and country availability web site is available on the SBW for Windows TM configuration worksheet or at: http://invtoday.bbndirht.external.hp.com/invtoday/it/inventory/categories?app_name=rem

NOTE: not all remarketed products and configurations are available in all regions/countries, please check the website listed above and with your sales contact before configuring, quoting and placing an order for remarketed products

More new Microsoft Visio TM export templates

List of all supported products found in SBW for Windows TM folder C:\Trilogy\lib\Visio_Export_Products.xls.

I/O Slot # added to Superdome Visio configurator connection diagram

Slot number will show a location of the channel in the connections diagram. Will organize the channels in the connections diagram. Labels will follow vPar conventions and core I/O slot labels have changed to make the connections diagram labels more descriptive.

Ability to configure support only orders

This function will allow HP support to be configured after an order has been configured and created and will help in automating today’s manual tasks.

NOTE: a whiteboard for “support only” created in R12 can not be opened in R11.1

Find “Wrap around” function added

The find functionality for the Configuration Selection Wizard (CSW) and the System Detail, has been enhanced to notify the user that then end of a particular search has been hit and ask if will give the option to wrap around the search.

HP "recommended support" for support update added to "Global Options"

A support update menu has been added to the support/sequencing tab under the “Global Options” menu. This feature provides the ability to default HP support updates for particular or all system models

New presentation for "per event services"

This functionality changes the interface that presents the Per-Event Services tab on the configurator worksheet. It contains a filter (pull down menu) that controls the services to be displayed. As well as allowing users to find the services on the displayed menu.


New Features Summary

Help menu has been updated and revamped

The Watson and SBW Help menu has been converted from older Win Help format to the HTML Help format. Some of the benefits are: Compressed images and more efficient format allow a space savings of ~15MB; topics have been updated to reflect new functionality and old/obsolete themes.

Hyperlinks added to messages for "more details"

New hyperlink have been added to selected information messages that links user to a web site where there can search for additional information if required

Visual indicator in quoter to warn user on mismatches between configurator & quoter

The visual indicator would display when the following manual changes are made:

• Product line item is deleted

• Product line item is inserted

• Product number is changed

• Quantity is changed

• Line Item numbering

For Channel Partners, Cost Subtotal and Cost Grand Total were added to the quoter worksheet summary box

To accurately reflect quote cost to Channel Partners Two new subtotals Cost Subtotal and Cost Grand Total were added to the quoter worksheet summary box. For these totals to be reflected, a valid HP purchase agreement needs to be correctly applied to a quote.

Option to send a quote as one deal –or- multiple deals for Eclipse Big Deal pricing

For the Eclipse export menu in the Watson Quoter module and option to send a quote as one deal –or- multiple deals, based on the number of icons in the configurator whiteboard has been added for R12.

Opportunity ID field added to the quoter worksheet

The Opportunity ID field has been added to the Watson quoter worksheet for quote operators to manually add the Opportunity ID when a quote/deal total amount is greater that US $50,000 (or equivalent in local currency)

Information message for users that perform manual changes to a quote

A pop-up information message “One or more line item has been moved. If the line item, as displayed in quote window, is the desire result, click ‘Yes’ otherwise click ‘No’ to use the configurator generated sequence (a.k.a Manufacturing View)” will be display when a user performs line item (add< remove, change) that affects the product nesting structure.

One Stop Export option added to the quoter menu

One Stop Export option added to the SBW for Windows TM quoter menu (File Export One Stop).


Release 11.1

enhancement review

Features added in our previous release of SBW for Windows TM, Release 11.1:

Network Storage Solutions (NSS) Sizer integration with SBW for Windows

TM configurator.

Factory Express Integration Services (Knowledge Base to be released Nov 2004)

Simple User Interface (SUI) Dynamic Controls.

SBW For Windows TM. in a continues effort to offer the best in class product and bug free product configurator has been fixed the following defects on Release 11.1:

o XML File Export to Eclipse and Dart defect.

o Complex System Name defect.

Summary In this module, you have learned the following:

1. The new features in SBW 12.0


Watson vs. SBW for Windows TM 12.0 – Application Differences Note: This module explains the major differences between Watson and SBW for Windows TM

Configuration and Quotation modules.

With the exception of these differences, Watson users will be able to utilize all other SBW Computer Based Training (CBT) modules as training for the Watson application, since the functionality described in those modules applies to both applications.

Module Objectives

The topics to be covered include the following:

1. View Product Numbers vs. View Line ItemsRetrieving Pricing Data in WatsonRetrieving Purchase Agreement Discount data in WatsonWatson vs. SBW Quoter Column HeadingsWatson vs. SBW Quoter Field Differences

6. Configuration Check Using “Conrad”“Copy with Revision” functionality in WatsonComplete the QuoteWatson Sweeper

10. Watson Client Data ManagerWatson Convert-To-Order (CTO)Link to the Watson Explorer


General System Differences Watson Watson is a client-server or “attached” application. The client is designed to operate in concert with the designated regional Watson Server for pricing data, code list data, Knowledge Base (KB) data, product descriptions, and other data. All of this data is updated automatically on a daily basis via the Client Data Manager (CDM). Additionally, Watson is primarily an application for internal HP users although is also deployed to Enterprise Channel Partners (ECP) in North America. Installation of this application typically occurs through the Application Integration Manager (AIM), but regions do have the option of pointing users to a regional share drive for installation. Lastly, Watson quotations are saved not only to the local client PC, but also to the regional Watson Server (a Watson assigned quote number is given to the quotation). As such, other Watson users, having the specific quote number, can open your quote from the server on their PC. SBW SBW is a “detached” or mobile client application for internal AND external (Channel Partner) users; it needs no server to operate. However, in place of a server, Channel Partner users manually retrieve and maintain product data on a weekly basis (i.e., download pricing and Knowledge Base data from their regional web portal, such as PWeb, Connect Online, PartnerPro, AP-POL, etc.). Installation can be accomplished through the web portals (for Channel Partners or external users) or via AIM (for internal HP Employees users only). Quotations can only be saved to the local PC; there is no central location for saved quotations. However, files can be saved in a variety of file formats and e-mailed to other application users. View Product Numbers vs. View Line Items Viewing the products within your configuration in the Configurator is slightly different between Watson and SBW. In the View menu in Watson, the user clicks Product Numbers to view the products in their specific configuration. To view the products in SBW, the user clicks View > Line Items. These two methods take the user to the same screen in either application as shown in Figure 1.


Figure 1: Watson navigation is View Product Numbers

Note: The example shows the Advance User Interface. The Simple User Interface (SUI) does not provide this functionality.

Result: These two methods in the applications take the user to the same screen as shown in Figure 2.

Figure 2: Product Numbers/Line Items screen


Retrieving List Price Data in Watson To retrieve list price in the Watson application, click Tools > Price Document, or alternatively, click the Pricing icon (yellow dollar sign) on the toolbar. This will launch a pricing call through the regional Watson server to the Price Engine pricing server and return current pricing to the quote as shown in Figure 3.

Figure 3: Price Document/Quote


Result: A message on the left side of the quote name (in this example Whiteboard 1) will appear (see Figure 4 below) notifying the user that a pricing call is in process. When complete, the pricing message will disappear.

Figure 4: Pricing status message

Additionally, the Notes field on the bottom left of the screen (see Figure 5) will display the date when the quote was priced, and pricing will automatically be updated in the quote.

Figure 5: Notes field shows pricing information

Retrieving Purchase Agreement Discount Data in Watson

Figure 6: Calling pricing dialog

To retrieve discount pricing in the form of a Purchase Agreement (PA) in Watson, follow the steps below: Step 1: Click View Document Info Pricing as shown in Figure 6. The Pricing dialog box appears.


Figure 7: The Pricing dialog box and New button

Figure 8: Purchase agreement selections

Step 2: Click New, located below the Release Point field as shown in Figure 7. The Select Purchase Agreement dialog box appears.

Step 3: Type the five-digit PA Number under the Selected Purchase Agreement section as shown in Box 1 of Figure 8 NOTE: As an alternate method, you can click Search to find purchase agreements using customer name

Box 1

Box 2

Box 3


Figure 9: Validate purchase agreement

Figure 8-a: PATSY on the Web log-in screen

Figure 8-b: PATSY customer look-up screen

Note: This is where the Watson application interfaces with the PATSY system to pull contractual discounts into the quote. Based on the PATSY input, PATSY output is retrieved (not shown in Figure 9 here for privacy purposes). Click OK when the output information appears.

There is couple of conditions that you must meet in order to use the “Search” function for Purchase Agreements. 1. You must be a HP employee 2. Your manager must approve

and request access to Patsy on the Web on your behalf

Once you have access to Patsy on the Web; 3. Input your user name and

password, select “Customer Lookup” and click submit as, as shown in Figure 8-a

4. Input customer name (Use % for wildcards) and click submit, as shown in Figure 8-b

5. Take note of the Purchase Agreement to e used and return to step 3 above.

Step 4: From the Customer Application Code drop-down menu, select the appropriate Customer Activity Code (typically End User) as shown in Box 2 of Figure 8. Step 5: Select the appropriate Release Point (check with your local contract administrator, as necessary), as shown Box 3 Figure 8 and then click OK. Result: The Validate Purchase Agreement dialog box appears.


Figure 10: Pricing dialog showing selected PA

Watson vs. SBW Quoter Column Headings

Figure 11: Default Watson quoter worksheet view

Above (Figure 11 for Watson) and below (Figure 12 for SBW) we see examples of some of the differences in the column headings (NOTE: Most headings are the same in both applications).

Figure 12: Default SBW quoter worksheet view

These headings differ based on the needs of the typical user groups for each application. To view the available fields in either application, as shown in Figure 12-a, right-click on any field and click

The PATSY Purchase Agreement information is pulled into the pricing screen in Watson as shown in Figure 10. From here, click OK to have the discounts applied to the quote. Once applied, if you want to remove the PA, return to this screen and simply click Remove, and then OK.


Unhide for a list of fields that can be added. To remove a field from view, right-click on the specific field and click Hide.

Figure 12-a: Hide/Unhide columns

Watson vs. SBW Quoter Field Differences

Figure 13: Watson worksheet header fields

Above (Figure 13 for Watson) and below (Figure 14 for SBW) we see examples of the differences in certain fields. The differing fields in Watson are the Document Status and Document Type fields shown above in Figure 13. The Document Status field will either show “Work in Progress” or “Completed”. To get the Completed status, users must complete the quote Completion Guide, which is discussed later in this module. The Document Type field will reflect either Legal Quote or Budgetary Quote. This can be changed by clicking Tools Document Info General. SBW does not contain the Document Status and the Document Type fields because all SBW quotes are considered budgetary quotes. One additional field in SBW is the Logo field (“T” by default) shown in Figure 14 below. This is used by certain resellers to insert different Logo’s on the quote output.


Figure 14: SBW Logo field

Configuration Check Using CONRAD The Configurator in Watson and SBW operate using Knowledge Bases, one feature of which is to monitor the compatibility and accuracy of configurations. In the Watson Quoter an additional configuration check exists. Watson interfaces with the CONRAD system to ensure configuration accuracy and compatibility. To check your configuration with CONRAD, follow the steps below. Step 1: Click File Submit to CONRAD

Figure 15: Submit quote to CONRAD menu


Step 2: When the Submit to CONRAD screen appears, as shown in Figure 16, click OK to start the configuration check. The CONRAD Progress box will appear as seen in Figure 17 below.

Figure 16: Submit to CONRAD screen

Step 3: When the check is complete, the CONRAD Progress box will present two buttons, as shown in Figure 18. To see the CONRAD configuration advice, which outlines the errors and warnings of the configuration, click View Advice.

Figure 17 CONRAD progress

Figure 18: CONRAD check completion


Configuration Check Using CONRAD The result is the CONRAD Advice box, as shown in Figure 19 below. This lists the errors, warnings, and other messages in reference to the configuration as it is compared to the configuration rules in the CONRAD system. In this example there are no errors and only two warnings. In general, the errors are the major concern when they appear. This signals the user that a change must be made to the configuration for it to be “buildable.” When finished, click Done.

Figure 19: CONRAD advice box

Copy with Revision in Watson (Copy New Quote with Reference in SBW) Both Watson and SBW have Copy with Revision or Copy New Quote with Reference features. This is where a quote can be copied to another quote name or number, leaving the original quote intact. In addition to this, Watson offers the Copy with Revision feature. Based on Watson’s unique “server assigned” quote numbering, a quote can be copied but only the suffix on the base quote number changes (e.g., Watson quote USA-11513-00, shown in Figure 20 below, would change to USA-11513-01, using the Copy with Revision feature). This can continue to –02, –03 –04, etc. This allows users to track the revisions of a given configuration without creating new quote names or numbers for each successive revision. To utilize this feature, see the steps on the following screens.

Figure 20: Original quote


Figure 21: Copy quote with revision

Figure 22: Revision data collection

Step 1: Click File Copy Quote Revision as showed in Figure 21.

Step 2: The screen shown in Figure 22 gives the user the opportunity to type comments regarding the reason for the quote revision (for tracking purposes). Also, notice that the quote number will show a “-rev” suffix until the procedure is completed and the quote is resaved. When finished, click OK.


Figure 23: Save document

Figure 24: Revised quote renamed

Complete the Quote To complete the quote, Watson offers a quote Completion Guide. By completing this guide, you know that the essential data elements of the quote have been completed; also the quote is frozen (preserved in its original form) from further modification. No quote can be modified after completion. To make further modifications, users can Copy with Revision or Copy New Quote with Reference as noted previously. To complete a quote, follow the steps below.

Figure 25: Complete quote menu

Step 3: To complete the process, click File Save. The Save Document file appears with the configuration whiteboard name preceded by “Revision of”, as shown in Figure 23

Step 4: To complete the process, click OK.

Result: The “-rev” suffix disappears and is replaced by the quote suffix of –01, as shown in Figure 24. Changes can now be made to the whiteboard and quote spreadsheet as usual, since this is technically a new quote.

Step 1: Click Tools Complete Quote as shown in Figure 25.


Figure 26: Quote completion guide

Step 2: Click the icon next to the item needing completion. The associated dialog box will appear so the required changes can be made. Step 3: When finished, click OK. Watson Sweeper The purpose of the Watson Sweeper is to remove or close all opened and running Watson program files from the desktop (Note: this does not remove the installed application from your PC). This is periodically necessary to free “system hangs” when the application is in use, or it can be used as a quick way to close all Watson program files and disconnect from the server. To use the Watson Process Sweeper, follow the steps below.

Figure 27: Watson Process Sweeper

Result: The Completion Guide appears as shown in Figure 26, revealing which tasks need to be performed before the quote can reach a completed status. A blue check indicates that a task has been accomplished; tasks without a blue check still need to be completed. Note: This is an interactive guide such that users need not go back to the quote to make the additions; they can make the changes from the guide itself.

Step 1: To “sweep” the Watson application, click Start Programs Watson Watson Process Sweeper. Step 2: Click Yes to close all running Watson programs or No to abort the operation as shown in Figure 27.


Figure 28: Sweeper dialog box lists open files Watson Client Data Manager As mentioned earlier, the Watson Client Data Manager (CDM) is responsible for updates of various types of product data. This is typically done automatically each day (assuming the user’s PC is left on). However, there are times when the CDM needs to be run manually for data updates. See the steps below to accomplish this process. Step 1: To run the CDM manually, exit out of all Watson related applications by running the Watson Sweeper (shown on Watson Sweeper section), and then click Start Programs Watson Watson Client Data Manager. Result: The CDM box will appear and run the cycle of updates as shown in Figure 29. This may take a few minutes depending on the volume of updates needed and your network performance. When it is finished, the screen will disappear automatically, and the user can then launch Watson as usual.

Figure 29: Watson Client Data Manager

Step 3: The opened and running files are listed in the Sweeper dialog box as shown in Figure 28. Click Exit to complete the sweep action. You can then restart Watson, as necessary.


Watson Convert-To-Order (CTO) For users worldwide (NA, LAC, EMEA, AP, and Japan), Watson can generate the respective order numbers for use in the WWOMS and FSAP ordering systems; this is known as the Convert-To-Order (CTO) feature. See the steps below to accomplish this process Tips:

In general, users should complete the quote prior to using the CTO feature, even though it is not required.

The quote must be priced and saved prior to the CTO action. It is also highly recommended that users run a CONRAD configuration check.

Step 1: To convert the quote to an order, click Tools Convert-To-Order. Result: This opens the CTO wizard shown below in Figure 30. For basic CTO actions, the user can use the system defaults unless noted otherwise in this exercise.

Figure 30: Convert to order (CTO) wizard –screen 1

Step 2: Select the Ordering System, in this case FSAP, and then click Next. Typically the user will accept the system defaults as shown above in Figure 30.


Step 3: The system creates an order name; in this case the quote number is USA-11519-00. Click Next. Typically the user will accept the system defaults as shown below in Figure 31 on this page.


Step 4: Type the FSAP Profile for the order, either Trade or Lease. Step 5: Type your FSAP User ID and Password (provided when you register for FSAP account access.) Step 6: Accept the system default for the FSAP Host. In the Order Type drop-down menu, select the FSAP Profile that matches your selection in Step 4. Step 7: Type the Sales Office (e.g., 24R2), type the Sales Group (e.g., C1), type the Sales Organization (e.g., I9), and then click Next.

Note: Most of this information is provided to users when they register for access to the FSAP ordering system.


Step 8: Type the customer’s Required Delivery Date, or click Set Date to launch the calendar, where you can select a date as shown in Figure 32 below.


Step 9: Click OK in the calendar, and the date will be entered into the Required Delivery Date field by the system. Step 10: Type the customer number (obtained from the CRS/STP system). Step 11: Click Finish to complete the CTO wizard. Result: Notice that the Document Type in Watson changes from Legal Quote to Order following the completion of the CTO wizard. Also, the Order Number will appear in the Document # field, using this format: 03000xxxx as shown in Figure 33. (This is the number that will be used in the FSAP ordering system.)

Figure 33: Convert to order result


Link to the Watson Explorer The Watson Explorer is akin to a data repository stored on the regional Watson server for a particular user in the Watson environment. Housed in this application are the following data categories: Customer data, Single Point of Contact (SPOC) data, Sales Rep data, and data regarding who created and subsequently revised a quote (where applicable). To move to the Explorer, click the GRAY diamond icon on the toolbar. This icon is available in both the Watson Configurator and Quoter modules as shown in Figure 34 below.

Figure 34: Explorer icon on Watson quoter module

Note: If you are using the Configurator module to access the Explorer, do not confuse this diamond with the WHITE diamond used for Convert-To-Quote.

In addition, you can also open the Watson Explorer from the Configurator module by clicking File Explorer, as shown in Figure 35 below.

Figure 35: Navigating to the Watson Explorer


Watson Explorer The Watson Explorer appears as shown below in Figure 36. At this point, the user can click on several areas of the Explorer to view different aspects of the data. This can be viewed from a Customer, Sales Rep, SPOC, Created By, or Modified By perspective or filter.

Figure 36: Watson Explorer screen that is filtered by Sales Rep

Filtering Data with Watson Explorer The Watson Explorer has several fields that can give the user helpful insight into created or modified quotes and configurations. Above in Figure 36 is an example of a quote, which shows the whiteboard name, Quote Number, Status, Date/Time, Creator, Modifier, SPOC, and Customer with the sales rep, John Doe, as the selected filter. The Watson Explorer allows the user to sort or filter the categories for viewing quote data. Below in Figure 37, when the user clicks on the drop-down menu, they can choose another filter for the data, in this case Customer.

Figure 37: Watson Explorer screen using customer as the filter


The Watson Explorer filters the data based on the customer field and shifts the viewable data as shown in Figure 38.

Figure 38: Watson Explorer screen showing the customer filter view

Changing Customer Properties The Explorer also allows the user to change the properties of a customer record, which is described in the steps below.

Figure 39: Changing Customer properties

Step 1: Right-click on the customer you would like to update, and then click Properties as shown in Figure 39.


Step 2: The Customer Properties box appears as shown in Figure 40 where the user can click the tabs and fields to change the data. When finished updating the data, click OK.

Figure 40: Customer Properties dialog box lets you change customer data

SBW for Windows™ 11.1 Page 38 of 40 February 2005

Creating Data Records in Watson Explorer Users can also create records initially in the Explorer, although this is usually accomplished in the Quoter portion of the application. Use the steps below to create data records.

Figure 41: Create records menu

Figure 42: Creating a Sales Rep record

Figure 43: Sales Rep properties

Step 1: From the Watson Explorer main menu, click Tools Create. The Create box appears as shown in Figure 41.

Step 2: Select the radio button of the record type you wish to create, and then click OK as shown in Figure 42

Step 3: Click the General and Address tabs, complete the desired fields, and then click OK as shown in Figure 43.


Summary In this module, you have learned about the following topics:

1. Viewing Product Numbers vs. View Line ItemsRetrieving Pricing Data in WatsonRetrieving Purchase Agreement Discount data in WatsonWatson vs. SBW Quoter Column HeadingsWatson vs. SBW Quoter Field Differences

6. Configuration Check Using CONRAD“Copy with Revision” functionality in WatsonCompleting the QuoteUsing Watson Sweeper

10. Using Watson Client Data ManagerWatson Convert-To-Order (CTO)Link to the Watson Explorer


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