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SOW

 LEGAL NAME - 1ST STANZA ex . live nation


 Appendices
o Dapat included sa contract
o If missing ung appendix, soft stop.
 SCOPE : Facility – look in the signature block
 Estimated schedule
o Read it might have conditions
 Charges – amount ng kontrata
 Signature block
o Legal name ( pag di nagmatch it’s a stop - asking for another cust number na matching
na )
o Customer signature name
o Custoimer signature date
o Client location – city and state only
o Ibm name ( QAR – AUTORIZED TO SIGN
o Ibm SIGNATURE DATE
o AGREEMENT NAME AND NUMBER ( hardstop If wala signed copy ng agreement)
o Version number ng contract sa nakaupload
o SOW NUMBER
o Check offer expiration date ( okay lang If wla) dapat nagsigned customer before offer
expiration date) if hindi pasok, look at the price case and see If pasok sya sa expiration
date)
o

ESTIMATED START DATE - if beyond , use the ff day

ESTIMATE END DATE :

TOTAL CONTRACT VALUE – dulo ng contract

Expiration date : dulo ng contract .

Proposal date – kapag may naunang page

***IF WE HAVE MULTIPLE START DATES , CONSIDER THE, OL DEST START DATE , LATEST END DATE

CHARGES SECTION : travel / payment terms ( standard)

-Will see contract type

-Payment terms : standard


MILESTONES

 With breakdown ng charges, add mo then sum is the TCV


 Complete number of pages

Confirm by OO or part ng proposal team ( dashboard > teams )

===================================

 TRANSACTION DASHBOARD

 SALES CONNECT ( Watson health and STG – wlang sales connect) see * primary business unit /
softstop if walang sales connect
 RSO
 WORK NUMBER - if okay na lahat lahat

Client information
 Customer number -legal name
 INSTALL ADDRESS
 INVOICE ADDRESS
 AGREEMENT INFO TAB
o Check the attached agreement below
o Client relationship agreement, can identify using agreement number , type and date
 SCL - click on link

 CMCICS
o Cmcics
o Inquiry put S to search
o Installed address
o AR
o Customer number = enterprise number
o

 ChecK MISC Bill code - if coded as F it is federal


 AREA - SHOULD NOT BE 13.
Marketing AR dept- to look for AR assigned

Page 1 and2 ng cmcisc

put marketing code SD4

steps : AAS:
slst, CN
site, Mktg Dept
get the last 2 digit
CCSINQ+ last 2 digit
coll b/O: Mktg Dept
slst, CN
2 tabs
TYP : MKT
user, first 2 in AI

iii. PRICE CASE

 ENGAGEMENT TYPE -FIXED PRICE ( nakamilestone) BEST ESTIMATE (


 EXPIRATION DATE
 OCC (OFFERRING COMPONENT ) OCC
 CURRENT TRANSACTION AMOUNT
 SERVICES REVENUE EXPOSURE 500K + credit check is needed
 Gross profit ( GP %)
 GPE REPORT ( excel file ) a. services financial summary C6; AND hourly labor headcount -
nilalagay to sa green screen
 PRICING APPROVAL

GET IN THE AUDIT HISTORY UNG NAGAPPROVE

IV.PBA

 BCC and BT

V. CLIENT CONTRACT

 Draft version matched to the executed copy of SOW


 Owner copy of owner who saved

CREATE O2C
1. EXECUTED CONTRACT
 SIGNED CONTRACT – copy paste the SOW copy
 Mark as complete once all is done ,SAVE AND YES
 Attached email from ES ( clink CREATE RESPONSE , IMPORT EMAIL ) SUBJECT: RECEVIED
RQUEST FROM BLUE QUEST

2. CSID -
 CSID PROJECT NAME
 CSID INVOICE TO PROGRESS .
 SERIAL NUMBER
 OO AND PM
 COMPLETE NOW CSID , CLEAR EDITE
 CLEAR CAKE
 RSO = JF4 areas swg
 TRANSACTION NUMBER
 END AND START DATE
 CUSTO INFO.
 CUST DMG INFO
 WB SET UP
 Billing type
 BUSINESS TYPE
 Milestones schedule
 Travel . living expense – do not bill

 Owner price case , pba and client contract

ES requester , name of OO and PM , CPA , ( what is the division, then search)

 Saved mark complete

***

WORK REVENUE - 11K

DIVISION 4C

DEPT

Major 816
For the Contract, you will hit the "Forward Signature" button

For CSID, you will hit the "Forward IBM Internal" button

For the Price Case, you will hit the " Forward IBM Secure" button
, remove attachment
1.Sow

2.SCL

3.PURCHASE ORDER

4Csid INVOICE 2

5.. / CMCICS INVOICE

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