Customer Service Digital Playbook

KOREA

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MONTHLY REPORTINGS

1> Download three reports from SAP BRIDGE : Korea on the 1st day of every month One BI Portal : https://onebi.schneider-electric.com:44300/irj/portal 1a> SAP BRIDGE Booking report - OneBI (R7137 Monthly Trend Order Intake) 1b> SAP BRIDGE Billing report - OneBI (R7264 SD Billing) 1c> SAP BRIDGE Backlog report - OneBI(R7160 Backlog Aged by Order Status) 1d> SAP BRIDGE Serial Number report - OneBI(R7860 - Installation Base Serial Number) 2> Check data accuracy using useful Tcodes:- 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.

ASCO Hub CS

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

12> Attend Annual Export Control (EC) Training & Updates 12a> Latest updates on Global complance rules 12b> Latest updates on screening tool and requirements 12c> Latest updates on embargoes countries 13> Attend Annual SE Global Incoterm

NOTES:- 11.R7137_Monthly trend Order Intakes_SMPL.xlsx 11.R7160_Backlog Aged by Order Status_SMPL.xlsx 11.R7264_SDBillingTrend without Sub items_SMPL.xlsx 11.R7860 Installation Base Serial Number_SMPL.xlsx 11.98CN+78EMEA+98ROA OpenPOBuildingPlan-P7_SMPL.xlsx

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