Customer Service Digital Playbook

AUSTRALIA/NEW ZEALAND

8

MONTHLY REPORTINGS

1> Download four reports from SAP OneBI ( SAP BRIDGE) : ANZ on the 1st day of every month 1a> SAP BRIDGE Booking report via OneBI => R7137 - Monthly trend Order Intakes 1b> SAP BRIDGE Billing report via OneBI => R7264 -SD Billing Trend without Sub Items 1c> SAP BRIDGE Backlog report via OneBI => R7160 - Backlog Aged by Order Status 1d> SAP BRIDGE Serial Number report via OneBI => R7860 - Installation Base Serial Number https://onebi.schneider-electric.com:44300/irj/portal

2> Check data accuracy using useful SAP T-codes:- 2a> VA03 ( Display Sales Orders) to check SAP document flow for variances

2b> VF03 ( Display Billing Document) 2c> ME23N ( Display Purchase order) 3> For BACKLOG , to apply algorithm to verify errors in the monthly closing backlog report. => Error Check Formula: Last month Closing Backlog + This month New Booking - This month New Biling = This month's Closing Backlog 4> Submit Book, Bill & Backlog reportings to country team ( Sales, CCC, GSC , ASCO management and finance) 5> Upload Book, Bill, Backlog & S/N reports to OneDrive Backlog folder.

6> Update Monthly OpenPO Loading Plan report. 7> Update Monthly SIOP Project Pipeline report. 8> Provide adhoc quotation/engineering supports to country offer manager. 9> Attend Monthly POR meeting. 10> Attend Country POR call for Backlog Burning Forecast. 11> Attend and coordinate adhoc urgent issues. 12> Attend adhoc month end order forecast billing with country finance.

ASCO Hub CS

13> Attend Annual Export Control (EC) Training & Update • Latest updates on Global compliance rules • Latest updates on screening tool and requirements • Latest updates on embargoes countries

14> Attend Annual SE Global Incoterm

NOTES:- Booking report (sample) Billing report (sample) Backlog report (sample) Serial# report(sample) Monthly OpenPO Loading Plan report (sample)

1 2