KT ALLIANCE Overview B2B to order

1. KT ALLIANCE OverviewB2B to order September 2009

2. Purpose The purpose of this document is to explain how works a B2B command through different Alliance Steps.

3. Summary • Alliance customizable data • B2B message treatment • Order treatment • Update of one already sent order • Cancel of one already sent order • Alliance functionalities overview

4. 1- Alliance customizable data

5. 1 – Alliance customizable dataSummary • Be connected to Alliance • Queries management • Preferences managment

6. 1 – Alliance customizable data a - Be connected to Alliance Alliance is the B2B command entry point in web format. Url to access Alliance is : • https://alliance.web.alcatel-lucent.com

7. 1 – Alliance customizable data a - Be connected to Alliance Enter your CSL login Enter yourCSL password Click on « LOGIN » to entrer ALLIANCE

8. 1 – Alliance customizable data b - Queries management Sélect the country FR Default access page is the order search page (Set in UM module) Select B2B ! Chose pertinent search criteria regarding the order you’re looking for. ! Selected fields will be kept in memory after search : Think to check these data before launching one new query. Click on « Advanced Search » to have more search criteria

9. 1 – Alliance customizable data b - Queries management Selling Unit CARAT Code You can set the client name with * or %

10. 1 – Alliance customizable data b - Queries management A screen appears Click on « Save » to keep your current query set Set the name of your query set Click on « Continue » Your query set is in the list of queries

11. 1 – Alliance customizable data C - Preferences management Click on « Préférences »

12. 1 – Alliance customizable data C - Preferences management You can choose your default query Choose your query Rename your query Set this query as default Delete your query • Choose your query in « My order queries » • Click on « Set Default »

13. 1 – Alliance customizable data C - Preferences management You can manage the order and type of displayed columns in the order search result. Set this column to one lower level Set this column to one higher level Add one column to be displayed Remove one column from displayed Available columns Displayed columns Cancel your modifications Save your preferences

14. 1 – Alliance customizable data C - Preferences management You can manage the order and type of displayed columns in the order detail. Set this column to one higher level Set this column to one lower level ! Mandatory columns : - Item Code - Quantity - Customer Item Code - Item Description Add one column to be displayed Remove one column from displayed Available columns Displayed columns Save your preferences Cancel your modifications

15. 2 - B2B message treatment

16. 2 – B2B message treatment Summary • Search for Message B2B • Data validation • B2B message transfer to Order

17. 2 – B2B message treatment a – Search for B2B message To search a B2B message, you can use your saved query Choose your query

18. 2 – B2B message treatment a – Search for B2B message The search result are displayed under the query form. Click on « Message Type » to open the related message

19. 2 – B2B message treatment b – Data validation Valider le prix du PO Valider le Nom et l’adresse du Client

20. 2 – B2B message treatment c – B2B message transfer to order Transfert button Delivery mode

21. 2 – B2B message treatment c – B2B message transfer to order Check the transfer status Number and link to related order

22. 3 - Order treatment

23. 3 – Order treatment Summary • Useful data • Order search • Header data validation • Sites managment • Order lines managment • Order structuration • Order validation • Order export to ERP

24. 3 – Order treatment a – Useful data Order status : Created = Currently in manual creation => Only part of header values is set Structuring = Order lines are being defined Simulating = Send to ERP for simulation Simulation OK = Order simulation ok in ERP Anomaly = Order in error (exported or not) => List displayed in error log Ready to send = Order ready to get send (only indicating status) Sending = Order sent but not received yet by the ERP Loaded = Order correctly exported into ERP.

25. 3 – Order treatment a – Useful data Order versions : All orders has Version / editon / draft numbering, ex : 1.2.1 Version : Manualy incremented by user Edition : Manualy incremented after each correct ERP sending Draft : Automaticaly incremented after file import, autostructuration

26. 3 – Order treatment a – Useful data Order dedicated buttons : Change the screen size Send an email with current order url Send to BP the order in simulation mode Set the order to « Ready for export » status Export the order to BP Duplicate the order Cancel the order Close the order detail window

27. 3 – Order treatment a – Useful data Order header dedicated buttons : Create one new order edition Copy CCC header default values to Order header ones Copy Order header values to CCC header default ones Save order header values Edit order organization parameters (Customer, BU, SeU, SoU) Edit Partners data Edit header commercial discount data Close all sub areas Open all the sub areas

28. 3 – Order treatment a – Useful data Order line dedicated buttons : Indent left Indent right Cut the seleted line(s) Copy the seleted line(s) Edit one line Lines mass edition

29. 3 – Order treatment a – Useful data Order line dedicated buttons : Create empty line Delete the seleted line(s) Order structuration porcess Aggregate Billable items Aggregate SLI items Launch inheritance process from upper to lower lines

30. 3 – Order treatment b – Order search Choose your query To search for one order you can use your pre-defined query : Click on « Search » (or « Enter »)

31. 3 – Order treatment b – Order search The search result are displayed under the query form. Click on « Alliance Sales Order ID » to open the related order

32. 3 – Order treatment c – Header data validation ! All yellow fields are mandatory for BP sending and simulation Order header data 1 - Check the Customer PO Id 2 - Check the order status ! Check the complementary informations

33. 3 – Order treatment c – Header data validation Order header data 3 - Check customer data 4 - Check header data ! If the order is complexe, add the Project number

34. 3 – Order treatment c – Header data validation Order header data 5 - Check incoterm Code = DDU & Description = Site 6 - Check the currency 7 - Check the language 8 - If you want to manage « OLA » 9 - Check the flag Multiple Delivery 10 - Tick this box if ALL the order has to be treated in direct shipment

35. 3 – Order treatment c – Header data validation Order header data 11 - Mandatory dates 12 - These two dates are automatically filled from B2B message 13 - Add your mails

36. 3 – Order treatment c – Header data validation Order header data 13 - Check customer Sold To 14 - Check customer Sold To 15 - Check Customer Bill To data ! To edit partners data, use the dedicated interface by clicking on :

37. 3 – Order treatment c – Header data validation ! Order header data will be automatically saved (with confirmation) during tab change, order simulation, send, close…. Save order header data Save order header data by clicking on Check the action result « Update OK »

38. 3 – Order treatment d – Site management To manage order sites : Click on « Sites » tab

39. 3 – Order treatment d – Site management This screen appears : Create a new site Update the selected site Delete the selected site(s)

40. 3 – Order treatment d – Site management To create a new site, click on A new selection screen appears : Choose site based on Ship-To address Click on « Continue »

41. 3 – Order treatment d – Site management A – If you want to manage your site in BP choose the option : « Search by Sold-To Partner Id » Select search by Sold-To Click on « Search » The search result appears : Then clicks on Click on to select the customer

42. 3 – Order treatment d – Site management A –  Search result by Sold-To Partner Id New site appears

43. 3 – Order treatment d – Site management B – If you want to manage the site in Alliance, and Ship-To is created in BP : Select search with criteria set your criteria Click on « Search » The search result appears : Then click on Click on to select the customer

44. 3 – Order treatment d – Site management B – Search result for Ship-To-Party with multi criteria New site appears

45. 3 – Order treatment d – Site management C – Update site Select a site by clicking on the regarding line Click on « Update selected » or double click on the line

46. 3 – Order treatment d – Site management D – Delete a site Select a site by clicking on the regarding line Click on « Delete the site » Click on « Delete Site » Result :

47. 3 – Order treatment e – Order lines management Click on Lines tab Result : Alcatel item code Customer Item Code Quantities

48. 3 – Order treatment e – Order lines management You can add order lines from different referentials 1 order lines form catalogue To associate a catalogue, click on Search for customer catalogue

49. 3 – Order treatment e – Order lines management A search CCC screen appears : Set some criteria Search catalogues

50. 3 – Order treatment e – Order lines management Search results : Select one Catalog by clicking on : Associate this catalog to the order