CSMP Inquiry

User Resource Guide

Copyright Ó 2006 Canon U.S.A., Inc. This document contains proprietary information, which is protected by copyright. All rights are reserved. No part of this document may be photocopied, reproduced, or translated into another language without prior consent of Canon U.S.A., Inc.

This manual is for authorized Canon U.S.A., Inc. customers only and any other use is prohibited. The material contained herein is for information purposes only and is subject to change without notice.

Any trademarks, trade names, service marks or service names owned or registered by any other company and used in this manual are the property of their respective companies.

ISG BPP: User Training & Support Table of Contents

Table of Contents

Introduction to CSMP 2

What are the CSMP Inquiry screens? 2

Accessing the CSMP Inquiry screens 3

Chapter One: Working With The CSMP Contract Summary Inquiry 4

Understanding the CSMP Contract Summary screen 5

Performing a CSMP Contract Summary Search 5

Viewing Contract Summary Results 6

Frequently Used Queries 9

Downloading Contract Summary Details 10

Glossary 11

CSMP Inquiry User Resource Guide iii

ISG BPP: User Training & Support Table of Contents

CSMP Inquiry User Resource Guide iii

ISG BPP: User Support & Training Introduction

Intended Audience:

These instructions are intended for use by Canon’s dealers who have web application experience, but are not familiar with the CSMP Inquiry screens. Additionally, the users should have some prior knowledge of Canon’s Strategic Marketing Program.

CSMP Inquiry User Resource Guide

The CSMP Inquiry User Resource Guide was created to assist the Wholesale Divisions Dealers with accessing and utilizing the CSMP Inquiry screens provided on Canon’s Extranet. The methods to access the Inquiry screens, execute queries, and download information are detailed in these instructions.

You will need a basic knowledge of web applications and Microsoft Windows to use this guide successfully. In addition, you will need an ISG Central user id and password. ISG Central is a portal that provides access to multiple Canon Extranets. Please contact your Dealer Administrator to request access to ISG Central.

Introduction to CSMP

The Canon Strategic Marketing Program (CSMP) is a financial support program offered to Canon authorized sales and service customers. The program is based on Dealers’ revenue commitments to increase purchasing potential for 12-month terms.

Once a Customer has made a purchasing agreement with a Dealership, a CSMP contract must be registered and approved by Canon. Dealerships will submit a claim for credit each time equipment is installed. Credits are calculated based on the number of eligible Canon Products that are installed. (For eligibility details please review the CSMP Terms and Conditions posted on the ISG Marketing website.)

Upon the conclusion of the one-year term, the participant’s eligible revenue is calculated and the customers who have not met the commitment level will be charged back. Additionally, those customers who wish to terminate the contract before the one-year term will be charged back.

What are the CSMP Inquiry screens?

Canon has developed Inquiry screens to enable you at the Dealership to obtain the latest status of your contracts and installations. In addition you can view the following: end user information, subsidiary information, installation status, credit and invoice numbers and other information. If you wish to retain the inquiry results for your records you can download the data to your computer.

Two separate inquiries were developed:

·  CSMP Contract Summary

·  CSMP Installation Inquiry

Each of these inquiries will be discussed in Chapters One and Two, respectively.

Accessing the CSMP Inquiry screens

The CSMP Inquiry screens reside on the Canon Network Access (CNA) Extranet, which is accessed through the ISG Central portal. Follow these steps to navigate to the Inquiry Main Menu:

  1. Enter http://isgcentral.cusa.canon.com in your Internet browser. The ISG Central login displays.
  1. Enter your ISG Central User ID and Password, and then click the Login button. The ISG Central homepage appears.
  1. Click the CNA button on the left side of the homepage. This brings you to the CNA Main Menu.
  1. Click the Programs – CSMP & Trade-In link.
  1. Select either the Contract Summary or CSMP Installation Inquiry from the Program Registration/Claim-Entry and Inquiry Main Menu.

Now you are ready to proceed to Chapter One. It discusses the Contract Summary inquiry screen in detail.

CSMP Inquiry User Resource Guide 3

ISG BPP: User Support & Training Working with the Contract Summary Inquiry

Chapter One: Working With The CSMP Contract Summary Inquiry

Understanding the CSMP Contract Summary screen


The CSMP Contract Summary Inquiry (Search) screen allows the user to search for a specific contract or group of contracts. Some of the fields pictured are defined in the table below.

Field Name / Description /
Contract Number / First three or four digits before the hyphen in the Canon Approval No. of account (i.e. XXX-YYYYY)
End User Code / Last five digits after the hyphen in the Canon Approval No.
Contract Dealer Code / Dealer code entered during Contract Registration and installation.
Contract Dealer Detail / Provides a dropdown list of all available Dealer Codes and their name and address
Achievement Status / Whether or not the contracts have reached revenues greater than the minimum commitment level
Charge back Status / Field allows user to search for contracts that have been charged back.

Performing a CSMP Contract Summary Search

In the Contract Summary screen you can select information by either leaving all fields blank to search for all records, or by indicating specific search criteria in any or all fields. This section describes how to search for specific order information.

Accessing the CSMP Contract Summary. Click the CSMP Contract Summary link on the Program Registration/Claim-Entry and Inquiry Main Menu.

Entering search criteria. In order for you to retrieve specific information, you must complete any or all of the following search criteria fields:

·  Click the Select link next to the Contract No. field to search by a particular contract number. The CSMP Contract Summary (Search Contract) window appears. Specify the exact contract details and click the Search button

·  Complete the End User No, Contract Dealer Code and End User name fields.

·  Click the dropdown in the Contract Dealer Detail field and select the dealer.

·  Complete the End User City field.

·  Click the Multi-Select link in the End User type field and specify the type from the list.

·  Complete the remaining fields as follows:

o  End User State

o  End User Zip

o  Achievement Status

o  Charge back Status

o  Contract Expiration Status

o  Commitment Level

o  Contract Expiration (From) and (To)

o  Upgrade Status

o  National Contract

Executing the Search. After you have entered the search criteria the next step is to execute the query:

  1. Click the Search button at the bottom of the screen.
  1. The Contract Summary screen appears with the retrieved records.

Notes:

  1. The Revenue and Credit values are displayed according to your user profile. If you are assigned all of the dealer codes for a contract, the revenue and credit amounts displayed are for the total of the contract. If you have a partial number of dealer codes assigned to your profile you will only be able to view the revenue and credit amounts assigned for those dealer codes.
  1. The Contract Summary Results can be sorted by clicking any header column. Click once for ascending order and twice for descending order.

Viewing Contract Summary Results

Now that you have retrieved your Contract Summary Results you can view information about the particular contract and its installations.

Opening the Contract Detail screen. To open the CSMP Contract Detail screen, click on the number link in the Contract No. field.

Note the following important details:

· 
If you hover your mouse over the Serial Number field, the Contract Number, Batch Number, Line Number, Submit Date and the End User details appear.

·  If a Charge back link appears, you can click it and the Contract Charge back detail window opens.

·  Click on the link in the End User field to view the End User detail window

·  Click the Subsidiary link to view the Subsidiary detail window

·  There is an Apply Filter button that can further refine your search.[rephrase as an impreative like other list items]

Each of these links and the Apply Filter functionality will be discussed in further detail in the next sections.


Viewing charge back details. When the CHBK flag appears next to the Contract # in the Contract Summary screen, you can click the contract # and the CSMP Contract Charge back screen displays.

As you can see, the Charge back amount and percentage fee are summarized on the screen.

Note: The Charge back detail will not be displayed for any contracts prior to 10/25/02.

End User Detail Window. This screen displays all of the information about an end user such as the contact name, address, phone number etc. You need to click the End User Code link on the Contract Summary screen to open the End User Detail Window.

Viewing Subsidiary Information/Search. The Contract Summary (Subsidiary/Install End User) search screen allows you to search for subsidiaries of a parent end user. The subsidiary information is sorted by subsidiary code. This is the code assigned by Canon to link a subsidiary company to a parent company.

Applying a Filter to the Contract Summary Results. Follow these steps to further refine your contract summary results:

  1. Click the Apply Filter button. The CSMP Contract Summary Filter window opens.
  1. Click the dropdown in the Commitment field. Choose All or select the applicable CSMP Category level.
  1. Click the dropdown in the Installed End User field and select the appropriate end user from the list, or select All.
  1. Complete the following fields:
  2. Canon Item No.
  3. Serial No.
  4. Canon Credit No.
  5. Credit Invoice No.
  6. Credit Issue Date (From)
  7. Credit Issue Date (To)
  8. Purchase Order No.

Note: Canon issues the Canon Credit No. and Credit Invoice No. to the Dealer.

  1. Click the dropdown in the Status field and select one of the following values:
  2. In Process
  3. Credit Issued
  4. Rejected
  5. Credit Cancelled
  1. Indicate either [the] Normal View or Summarized View in the Report View field.

Note: If you select the Summarized View the Summarize by field pops up. Select the value you want to summarize, or sort by, from the dropdown.

7.  Click the Filter button. Your selected filter will be applied to the results.

Note: To return the results to their original view, click the Remove Filter button.

Frequently Used Queries

This section discusses a few examples of frequently used queries you can perform using the Contract Summary inquiry screen, such as:

·  Monthly Activity Report

·  All contracts that have achieved commitment level

·  All contracts expiring within a range of dates

·  All contracts expiring within a range of dates that will be charged back

The steps to perform each of these queries are listed below.

Obtaining the Monthly Activity Report. Follow these steps to extract your Monthly Activity Report:

  1. Open the CSMP Contract Summary inquiry screen.
  1. Enter a specific Contract Dealer Code or click the arrow in the Contract Dealer Detail dropdown box and select either one or all codes.

Note: Multiple dealer codes can be entered in the Contract Dealer Code field if they are separated by a comma, for example: USA1, USA2, USA3.

  1. Select the value All in the following fields:
  2. Achievement Status
  3. Charge back Status
  4. Expiration Status
  5. Contract Category
  1. Indicate the date range in the Contract Expiration (From) and (To) fields.
  1. To view the results on screen, click the Search button.

Querying for all contracts that have achieved commitment level. Follow the same steps listed in the Monthly Activity Report section with one exception; you need to select the value Achieved in the Achievement Status field.

Querying for all accounts expiring within a particular date range. Follow the same steps listed in the Monthly Activity Report with one exceptions; select Expired in the Contract Expiration Status field.

Querying for all contracts expiring within a range of dates that will be charged back. Follow the same steps listed in the Monthly Activity Report with one exception; select Charged back in the Charge back Status field. This will allow you to view all contracts that have already been charged back.

Downloading Contract Summary Details

In addition to viewing Contract Summary Details on your screen you can click the Download button to save the results to your computer. This section describes the steps to follow to download the Contract Summary details.

Entering search criteria. Enter your search criteria as indicated in the Performing a CSMP Contract Summary Search section on page 5.

Kicking off the download. To begin the download follow this procedure:

  1. Click the Download button on the Contract Summary screen. You will see the File Download window pop up.
  1. Click the Save this file to disk option. The Save As window appears.

  1. Indicate where you would like to save the download, and then click the Save button.
  1. The date is saved to your computer in a Microsoft Excel Comma Separated Values (.CSV) file.

Note: If you wish you can open the .CSV file and save it as a Microsoft Excel spreadsheet (.XLS).

CSMP Inquiry User Resource Guide 10

ISG BPP: User Support & Training Working with the Contract Summary Inquiry

Glossary

erm

Term / Definition
Charge back / When the Commitment Level is not achieved, Canon U.S.A. will debit the Dealer’s account to refund, or charge back, the credits were previously issued.
CNA / Canon Network Access
Commitment Level / Revenue goal that must be achieved to qualify for CSMP credits and to avoid charge back.
Contract Dealer Code / Canon Dealer Code used during Account Registration
Contract Number / First three or four digits, prior to the hyphen, in the CSMP Approval Number assigned by Canon U.S.A.
CSMP / Canon Strategic Marketing Plan
CSMP Approval Number / Identifying number assigned after a CSMP contract is approved by Canon U.S.A. The format is the contract no – end user code. For example: XXXX - YYYYY
End User Code / Last five digits after the hyphen in the CSMP Approval Number
Installing Dealer Code / Canon Dealer Code of the dealer who installed the equipment at the end user’s site. Most often this is identical to the Contract Dealer Code.
Subsidiary Code / Canon Code assigned to the subsidiary company of the parent dealership

CSMP Inquiry User Resource Guide 10