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ID769 - HP Amplify Transactional and Managed Sales Report Overview & Sample

HP Amplify Transactional and Managed Sales Report

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Overview

Overview

For HP's Amplify Program, CEO Juice has created On Demand SSRS Report and email process for you to easily send reporting requirements to HP. Our trio of alerts will email you a report you can then send on to HP (cdm.na.inquiry@hp.com). We do not send this on your behalf to HP.

Our trio of alert ID's: - be sure to subscribe to ALL three:

Our HP Amplify Transactional and Managed Sales Report (ID769) is based on items consumed on both Sales Orders and Service Calls.

Our HP Amplify Inventory Report (ID73) is based on Current Inventory.

Our HP Amplify MIF Report (ID620) is based on Contract Records.

 

Run Schedule: Sunday evenings

Type of Output: Email and On Demand SSRS Report

 

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Sample

Sample

Column headers are color coded:

Green = Required by HP

Blue = Business Conditional if required by HP

Gray = Optional

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Columns Explained

Columns Explained

 

ID769S1.PNG

Partner Purchase Price Currency Code = Currency of your company per the Main Branch Customer Record. If country contains US, then it will be USD. If country has CA in it, then it will show CAD.

Reporter ID = Your HP Reporter ID (set in Variable5)

Reporter Company Name = Your Company Name per the Main Branch Customer Record.

Sell From fields = from your Main Branch Customer Record **FYI Sell From Address Line 2 will ALWAYS be blank (eAuto's background tables group Address Line 2 into Address Line 1 - we cant get rid of this column as required by HP)

Ship To and Sell To fields = Populate from either Sales Order or Service Call. Ship To is Ship To in eAuto and Sell To is Bill To in eAuto

**PENCIL EDITS DO NOT POPULATE / DO NOT USE PENCIL EDITS**

Sales Order Bill To / Ship to found here:

ID769S2.PNG

Service Call Bill To /Ship To found here:

ID769S3.PNG

 

ID769S4.PNG

Partner Reported Product ID =  eAuto Item Number

Channel Partner to Customer Transaction Date = eAuto Invoice Date

Reseller's Product Number = eAuto Item Number

Channel Partner to Customer Invoice ID = eAuto Invoice Number

 

ID769S5.PNG

Deal ID #'s = No common business practice, you will have to manually fill out if your business conditional requires

Marketing Sub Program Code = No common business practice, you will have to manually fill out if your business conditional requires

Product Serial ID Assigned by HP = Serial Number per Sales Order (nothing populating from Service Calls)

Sell from Location ID = per your Main Branch Customer Record

Sell From Name = per your Main Branch Customer Record

 

ID769S6.PNG

Contract ID = eAuto Contract Record Number - in order for this to populate Contract Record MUST be linked to Sales Order and/or Service Call

Contract STARTDATE = eAuto Contract Record Start Date

Contract ENDDATE = eAuto Contract Record Expiration Date, if NONE (i.e. auto renew/evergreen contract), then ENDDATE is 7-years from Start Date as HP requires this field

Online = a Sales Order is identified as Online IF the Order Type contains word 'online' OR if Sales Order created from eInfo quote. ALL Service Calls will show as N (NO).

Customer Online Order Date = date on Sales Order

Drop Ship Flag = will flag as Y IF word "drop" in ship method on Sales Order OR if Sales Order is linked to PO that is set to ship to customer as shown here (service calls always NO):

ID769S7.PNG

 

 

ID769S8.PNG

ID769S9.PNG

ALL of these are HP business program specific and will need to be manually filled in by you

 

 

 

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Variables

Variables

All variables are optional, except for Variable5. Variables used to tell our reporting HOW you identify your HP Item Records. These variables are like filters and function as an AND filter. So a given Item Record would need to have all codes you list in each variable.

ID769Variables.PNG

Variable W: Item Categories to Include (separate multiples with comma)

Variable X: Inventory Codes to Include (separate multiple with commas)

Variable Y: Sales Codes to Include (separate multiples with commas)

Variable Z: Service Codes to Include (separate multiples with commas)

Variable 1: Yes or No, Include OEM Compatible Items?

Variable 2: Yes or No, Include only items with HPAmplifyReporting custom property set to Yes?

Variable 3: Makes on Item Records to Include (separate multiples with comma)

Variable 4: Models on Item Records to Include (separate multiples with comma)

Variable 5: HP assigned Partner Reporter ID

All of these variables (except for Variable5, your Reporter ID) are found on Item Record:

ID769ItemRecord.PNG

 

 

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Alert Functionality

Alert Functionality

-ID769 Transactional & Managed Sales Report is based on items consumed on both eAuto Sales Orders and Service Calls.

Our HP Amplify alerts email you .xls file format. HP requires .csv file, so you will need to save as .csv for submission to HP.

Format is V1_Type_AMPLIFY_ReporterID_DateFROM_DateTO. As of March 2021, you will need to manually change your file name to start with V2 (required by HP). Our next release of these reports will update the naming to V2.

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-Emailed report shows your variables selections, so be sure these are correct and make any needed changes to your variables on ID769 subscription:

ID769Email.PNG

Be sure to say YES to this warning:

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AND save as CSV (comma delimited) (*.csv):

csv.PNG

 

Checklist as you get started:

Checklist as you get started:

Step 1: Are you subscribed to all three needed alerts with email recipients listed as needed to receive emailed reports?

ID769: HP Amplify Transactional and Managed Sales Report

-be sure to fill in all needed variables

Variables used to tell our reporting HOW you identify your HP Item Records. These variables are like filters and function as an AND filter. So a given Item Record would need to have all codes you list in each variable.

ID73: HP Amplify Inventory Report

-be sure you fill in all needed variables

Variables used to tell our reporting HOW you identify your HP Item Records. These variables are like filters and function as an AND filter. So a given Item Record would need to have all codes you list in each variable.

ID620: HP Amplify MIF Report

Variables used to tell our reporting HOW you identify your HP MIF. These variables are like filters and function as an AND filter. So a given Equipment or Contract Record would need to have all codes you list in each variable.

-be sure you fill in all needed variables and create Custom Property for Equipment Records, per this link: https://support.ceojuice.com/hc/en-us/articles/360058164991-ID620-HP-Amplify-MIF-Report-Overview-Sample#h_01F0CNXBHHRE3J0KEJP1J3XPWS

Needed emails set as recipients on each subscription via Details tab on all three alert ID's? You CAN NOT list HP's emails address here, you will need to submit to them directly at cdm.na.inquiry@hp.com

:

SendTo.PNG

Step 2: HP Amplify requires country be listed on their report. Per HP must be US (for USA) or CA (for Canada), so be sure you have country populated on your Customer Records in eAuto (most dealers are not already doing this). You can complete this via Tools / Bulk Update in eAuto:

BulkUpdateCountry.PNG

Step 3: Make sure you have needed coding in eAuto to identify Online and Drop Ship Sales Orders:

Online = a Sales Order is identified as Online IF the Order Type contains word 'online' OR if Sales Order created from eInfo quote. ALL Service Calls will show as N (NO).

Drop Ship Flag = will flag as Y IF word "drop" in ship method on Sales Order OR if Sales Order is linked to PO that is set to ship to customer as shown here (service calls always NO):

Step 4: As an option, you can use Custom Property HPAmplifyReporting on Item Records to be what the report determines which Item Records to consider for reporting. This Custom Property MUST be named HPAmplifyReporting and be set as Yes / No type. Follow these instructions on how to create needed Custom Property:

Custom Property

Custom Property

Custom Property Step 1:

Go to Tools / Lists & Codes / Attributes:

Create new Attribute:

Attribute Name = HPAmplifyReporting

Description = HPAmplifyReporting

Data type = Yes/No

ID769CP1.PNG

Custom Property Step 2:

Then go to Configurations (custom properties) and double click on Configuration typically named Item that is set for Group = Item Properties (this is enables you to assign the Custom Property to Item Records):

ID769CP2.PNG

Use Quick Search to find HPAmplifyReporting, select quick add and leave default value blank:

ID769CP3.PNG

Now HPAmplifyReporting in listed in Selected attributes, then select OK:

ID769CP4.PNG

You now have HPAmplifyReporting as Custom Property on Item Records:

ID769CP5.PNG

Step 5: If you would like CEO Juice to update Custom Property to YES on your Item Records, please email us an excel list of Item Record Numbers needing to set with YES to help@ceojuice.com. Please be sure you have created the Custom Property per Step 3 above first. (We can also do this for your ID620/HP MIF Report which will need Custom Property set to YES on Equipment Records-please send us excel list of Equipment ID's)

Step 6: If you haven't already, be sure to notify MarketBridge PlayCaller you have moved to submitting directly to HP. There isn't a specific contact at MarketBridge that you need to let know. If you get one of their automated emails asking you to submit the HP files then respond by saying you are using the CEOjuice reports and will be reporting directly to HP and ask them to remove you from their list.

 

 

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OnDemand Report Filters

OnDemand Report Filters

**When running via SSRS, you need to export it to Excel and save the file. Then open it and save it as csv before submitting it to HP. This ensures the column headers stay as needed.

All filters optional, except for ReporterID. Filters are used to tell SSRS Report HOW you identify your HP Item Records. These filters are an AND filter, so a given Item Record would need to have all codes you list in each variable.

Enter multiple entries in each field with comma(s).

ID769SSRS.PNG

Users will need eAuto permissions to run Inventory Reports.

Custom Property HPAmplifyReporting MUST be set to YES on Item Records for Custom Property filter to work.

The above filter settings correspond to these fields on an Item Record:

ID769ItemRecord.PNG

 

 

 

Related Alerts

Related Alerts

ID73: HP Amplify Inventory Report

ID620: HP Amplify MIF Report

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Webinars

Webinars

Webinar on HP Amplify Reporting 03/09/2021:

 

(OLD) Webinar on HP Amplify Reporting 02/16/21:

 

 

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