WW Quote Analyst

Responsibilities :

WW ISS HARDWARE

• Reviews/Checks the completeness of the quote in Experlogix and approves it in Dynamics.
• Interprets and identifies quotes with errors and collaborates with the corresponding business owners.
• Performs specific transactions related to Vistex Agreements and SAP contracts involving the verification, validation and approval of quotes in Experlogix within the framework of established systems and procedures.

 WW ISS SOFTWARE

• Reviews/Validates software opportunities, finalizes the quote in Experlogix and approves the opportunity in Dynamics then sends to SAP for automatic contract creation.
• Creates manual contract for Channel Requests.
• Processes SMSA Renewals.
• Creates/Updates Software Contracts for special requests.
• Creates Sold to for ISS Software Opportunities.

KEY ROLES AND RESPONSIBILITIES:

REVIEW/APPROVE QUOTES IN D365/Experlogix

• Checks Quote Approvals queue in Dynamics on a daily basis and assigns it to his/her name.
• Checks the completeness of the quote such as validity period, quote category, sales organization, currency, partner, partner setup, account name, material number or financial part number, price, pay-out percentage and budgeted amount.
•  Checks the correctness of the quote based on the guidelines/process and procedures set for quotes including the control sheet and quote categories definition.
•  In some cases where some information is missing or incorrect, the Quotes Analyst will have to revert back to the account owner for more information.
•  Communicates/coordinates with other business owners/teams for some integration issues such as no ZIDC, zero FLOD, material is not defined in a sales organization and the like.
•  Approves the quote in Dynamics.

GAPS/INTEGRATION ERRORS MONITORING

• Checks/monitors the gaps tracker (integration errors) on a daily basis.
•  Checks and validates the quote with error and fix it if within the scope of Quotes Analyst. However, if the error identified is beyond the scope of the Quotes Analyst, issue should be liaised to the correct business owners such as Material Master, Customer Master, Pricing, Sales and COE.
•  Re-pushes/re-finalizes quotes once error is fixed since integration is not automatic after fixing the errors.

CASE MANAGEMENT

• Attends to D365 cases received through Quotes Analysts queue.
•  Smart Case Triaging (Application of Basic to Intermediate Root Cause Analysis).
•  Responds within 24 hours and makes sure issue/concerns are resolved before closing the case.

SOFTWARE SOLD TO and BILL To CASES

• Attends to Software Sold To and BILL TO requests from TPMs for those new accounts and for Sold To Updates.
   Validates the Software Opportunity associated to the Sold To request to make sure correct Sold To will be created.
•  Coordinates with the TPM/Requester once Sold To is already available or for clarification on their request.

MANUAL CREATION AND UPDATE OF VISTEX AGREEMENT AND SAP CONTRACT

• Creates or Updates agreement manually for those not integrating into Vistex and for those that cannot be covered by D365 due to system limitation.
•  Creates or Updates SAP contract due to Price Split/SBOM and for those with Upfront Integration Errors.
   

COMPETENCIES, SKILLS, KNOWLEDGE & ABILITIES:  

• Displays and understands the E2E Quote process and its importance to the O2C and Lead to Contract operations of the company.
• Demonstrates knowledge of the end-to-end process of quote creation in D365/Experlogix. Understands the impact to Vistex and SAP.
• Demonstrates basic understanding of the concept of quote management.
• Demonstrates the ability to communicate in a manner that is concise and coherent with negligible errors in grammar and pronunciation.
• Understands stakeholder expectations and objectives.

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