Customer Service Digital Playbook

NEAL

8

MONTHLY REPORTINGS

1> Download report from OneBI ( SAP Turkey) : NEAL on the 1st day of every month 1a> SAP Turkey Client 600 Booking report via OneBI => https://onebi.schneider-electric.com:44300/irj/portal

2> Download report from SAP Turkey: NEAL on the 1st day of every month

2a> SAP Turkey Billing report => Tcode ZSD41E (Egypt) 2b> SAP Turkey Backlog report => Tcode ZSD306_new (Egypt) 2c> SAP Coreglobal Booking/Billing/Backlog- R04012 (Jordan/Lebanon) 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 3> Submit Book, Bill & Backlog reportings to country team ( Sales, CCC, GSC , ASCO management and finance) 4> Upload Book, Bill, Backlog & S/N reports to OneDrive Backlog folder.

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

ASCO Hub CS

11> Attending Annual Export Control (EC) Training & Updates 11a>Latest updates Global compliance rules 11b>Latest updates on screening tool and requirements 11c> Latest updates on embargoes countries 12>Attending Annual SE global Incoterm

REPORTS:- Booking report (sample) Billing report (sample) Backlog report (sample) Monthly OpenPO Loading Plan report (sample)

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