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ID620 - HP Amplify MIF Report Overview & Sample

HP Amplify MIF 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.data.submissions@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 MIF Report (ID620) is based on Contract Records.

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

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

 

Run Schedule: 1st of each month, evening

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

 

Columns Explained

Columns Explained

ID620Sample.PNG

All of these columns are per the Equipment Record and Contract Record details linked to that Equipment Record and are self-explanatory.

HOWEVER, PLEASE NOTE:

Business Type = NB, IB, or blank.

NB - if Equipment newly added to a Contract Record in last 30-days

IB - if Equipment terminated from a Contract Record in last 30-days

Blank - if entire Contract Record terminated in last 30-days (not just equipment on contract), then our logic currently is setting this field blank as we are just looking at Equipment Level Contract Terminations. As of March 2021, we are in the process of adding a recheck and more logic for that field to improve.

Contract End Date = the Expiration Date on the Contract Record. If you have no Expiration Date (auto renews each year / evergreen contract), then we automatically set End Date to 7-years after Contract Start Date. This is  will always reflect Contract Level End date, it will not show the end date of Equipment terminated from contract.

Customer Name Add On = Location Remarks from Equipment Record

 

ID620Sample_2.PNG

Customer ID = Customer Number

Customer VAT ID - this will always be blank as we do not know what this is for HP and it is Business Program specific so you will need to manually populate if HP required of you.

New Customer = Y/N (Yes/No). If equipment added to contract in last 30-days will then be YES

Remaining columns (R-Y) are Business Program specific. These will always be blank so you will need to populate if HP requires of 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 Equipment or Contract Record would need to have all codes you list in each variable.

ID620Variables.PNG

Variable W: Contract Types to include (separate multiple with commas)

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

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

ID620BaseDistCode.PNG

Variable Z: Makes to Include (separate multiples with commas)

Variable 1: Model to Include (separate multiples with commas)

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

 

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Alert Functionality

Alert Functionality

-Reports on HP Equipment Records you've identified via your variable settings.

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 CONTRACTS_ReporterID_DateFROM_DateTO.

-Emailed report shows your variables selections, so be sure these are correct and make any needed changes to your variables on ID620 subscription:

ID620Email.PNG

Be sure to say YES to this warning:

ExcelError.PNG

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

csv.PNG

-If you haven't already created Custom Property HPAmplifyReporting, then you will need to create Custom Property starting at Step 1 below. If you have already created, then proceed to Step 2 below.

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

Step 2:

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

ID620CP1.PNG

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

ID620CP2.PNG

You now have HPAmplifyReporting as Custom Property on Equipment Records:

ID620CP3.PNG

If you would like CEO Juice to update Custom Property to YES on your Equipment Records, please email us an excel list of Equipment Numbers needing to set with YES to help@ceojuice.com. Please be sure you have created the Custom Property  first.

 

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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. Filters are used to tell SSRS Report HOW you identify your HP MIF/Equipment Records. These filters are an AND filter, so a given Equipment/Contract Record would need to have all codes you list in each variable.

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

ID620SSRS.PNG

Users will need eAuto permissions to run Inventory Reports.

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

The filter settings for ContractType(s), BillCode(s), and BaseDistributeCode(s) correspond to these fields on a Contract Record:

ID620SSRS1.PNG

The Make(s) and Model(s) filter settings Inventory Makes and Models.

**You MUST have Equipment linked to Contract Record for these filters to work**

Inventory Makes:

ID620SSRS2.PNG

Inventory Models:

ID620SSRS3.PNG

 

 

 

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Related Alerts

Related Alerts

ID73: HP Amplify Inventory Report

ID769: HP Amplify Transactional and Managed Sales Report

 

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