This FAQ available at: - Mitel OnLine Login



FAQContents TOC \o "1-3" \h \z \u This FAQ available at: PAGEREF _Toc455993677 \h 3Connect and CPQ quick help link: PAGEREF _Toc455993678 \h 3CPQ Training: PAGEREF _Toc455993679 \h 3The introduction to CPQ webinar is accessible at: PAGEREF _Toc455993680 \h 3The introduction to CPQ Webinar Slide presentation is available at: PAGEREF _Toc455993681 \h 3CPQ Course is available at the Mitel University: PAGEREF _Toc455993682 \h 3CPQ Configuration File Management Training Video: PAGEREF _Toc455993683 \h 3CPQ Configuration File Options Training Video: PAGEREF _Toc455993684 \h 3CPQ Administrator Training Video: PAGEREF _Toc455993685 \h 4CPQ user manual: PAGEREF _Toc455993686 \h 4Mitel Employee Manage SAP Feature Training Video: PAGEREF _Toc455993687 \h 4Proposals and Reports Training: PAGEREF _Toc455993688 \h 4Proposal and Reports Application Training Video: PAGEREF _Toc455993689 \h 4Connect Training: PAGEREF _Toc455993690 \h 4Connect user manual: PAGEREF _Toc455993691 \h 4Connect Partner administrator course is available at the Mitel University: PAGEREF _Toc455993692 \h 4Connect Administrator Training Video: PAGEREF _Toc455993693 \h 4CPQ FAQ: PAGEREF _Toc455993694 \h 5When is the next release of CPQ and what new updates will be made available? PAGEREF _Toc455993695 \h 5Steps to access CPQ and Proposals and Reports applications. PAGEREF _Toc455993696 \h 5Who do I contact for CPQ support? PAGEREF _Toc455993697 \h 5Who do I contact for List or Partner pricing access in CPQ? PAGEREF _Toc455993698 \h 5How can I appoint a CPQ Partner administrator? PAGEREF _Toc455993699 \h 5How do I request access to CPQ or the Proposal and Reports applications in Connect? PAGEREF _Toc455993700 \h 6What is the final destination field used for in CPQ? PAGEREF _Toc455993701 \h 6Can I search by description in the Parts Catalogue? PAGEREF _Toc455993702 \h 6Can I save configuration files on both my PC and the Mitel Server? PAGEREF _Toc455993703 \h 6Can I share a configuration file with others? PAGEREF _Toc455993704 \h 6What is the maximum number of files I can store on the Mitel server? PAGEREF _Toc455993705 \h 6Browser Support PAGEREF _Toc455993706 \h 6SWB and CPQ Promotions PAGEREF _Toc455993707 \h 7Will the SX200 ICP and SX2000 products be supported in CPQ PAGEREF _Toc455993708 \h 7Can I import my SWB quotes or write in parts list into CPQ automatically? PAGEREF _Toc455993709 \h 7How can I add Write-in-Parts in CPQ. PAGEREF _Toc455993710 \h 7I do not See the Order tab in CPQ? PAGEREF _Toc455993711 \h 7I do not see my Discounts in CPQ: PAGEREF _Toc455993712 \h 7How do I run reports in CPQ? PAGEREF _Toc455993713 \h 7When will updates to SAP data show up in CPQ? PAGEREF _Toc455993714 \h 8What file do I use for the ADI tool and the Online Store? PAGEREF _Toc455993715 \h 8How do I add Partner SAP numbers to CPQ (Mitel Employees)? PAGEREF _Toc455993716 \h 8Where is the equivalent to Upgrade/Spares in CPQ? PAGEREF _Toc455993717 \h 9As a Sales Manager, can I see all configurations made by my reps? PAGEREF _Toc455993718 \h 9How, within CPQ do we know what parts are included in a bundle? PAGEREF _Toc455993719 \h 9Can we adjust the timeout threshold? PAGEREF _Toc455993720 \h 9How Can I add more than one product into CPQ? PAGEREF _Toc455993721 \h 10How do I determine my Partner SAP Discount and Details in CPQ? PAGEREF _Toc455993722 \h 10Where can I download a sample Write-in parts template? PAGEREF _Toc455993723 \h 10Where can I download a sample discounts template? PAGEREF _Toc455993724 \h 11Where can I download a sample Loose item template? PAGEREF _Toc455993725 \h 11Connect FAQ: PAGEREF _Toc455993726 \h 12Who do I contact for Connect support? PAGEREF _Toc455993727 \h 12How can the Partner self-administrate their company account in Connect? PAGEREF _Toc455993728 \h 12What is the Connect Partner administrator role in connect? PAGEREF _Toc455993729 \h 12How can I appoint a Connect Partner administrator or a second Partner administrator for my company? PAGEREF _Toc455993730 \h 12After Mitel has enabled the Connect Partner administrator privileges is there anything the Partner administrator needs to do in Connect? PAGEREF _Toc455993731 \h 12How do I find my Connect Partner administrator? PAGEREF _Toc455993732 \h 12Some of our Partners in Connect have more than one SAP number programmed in their Connect account. How does CPQ deal with multiple SAP numbers. PAGEREF _Toc455993733 \h 13Proposals and Reports PAGEREF _Toc455993734 \h 13Is there a Specification document for the Proposal and Reports export XML file? PAGEREF _Toc455993735 \h 13Can the CPQ configurations be exported to xml and csv format. PAGEREF _Toc455993736 \h 13Is there export csv file option in CPQ so I can import it into my CRM (currently using TigerPaw)? PAGEREF _Toc455993737 \h 13How can I access the Pricing report with Notes? PAGEREF _Toc455993738 \h 13How can I generate a report on all parts available to my Mitel account? PAGEREF _Toc455993739 \h 14SWB Retirement Strategy: PAGEREF _Toc455993740 \h 16This FAQ available at: and CPQ quick help link:Help quick link = Training:The introduction to CPQ webinar is accessible at: introduction to CPQ Webinar Slide presentation is available at: Course is available at the Mitel University: is a CPQ training course available in the Mitel Learning Management System (Absorb LMS). It is approximately 30 minutes in length and the course name is “Mitel Configuration Pricing and Quotation”. CPQ Configuration File Management Training Video: training session on CPQ configuration file management. Covers storing and retrieving the configuration xml file on your PC.? Covers storing and retrieving the configuration xml file on the Mitel Sever. Explains the differences between the quote and order tabs.? (MP4 video format)CPQ Configuration File Options Training Video: training session on CPQ configuration file options. Covers the three configuration file options being Edit and continue, Edit Extended and Extend configuration.? (MP4 video format)CPQ Administrator Training Video: For Partners who wish to have a CPQ administrator manage their CPQ environment. This course covers CPQ setting default partner account settings, discount and write-in parts templates, project and media list templates and user account settings (MP4 video format)CPQ user manual: Employee Manage SAP Feature Training Video: Mitel Employees only. Tutorial on how to use the Manage SAP feature in CPQ. (MP4 video format)Proposals and Reports Training:Proposal and Reports Application Training Video: training session on creating the Proposals and Reports policy, assigning the policy to a user, loading a quote from the Mitel Server and then launching the quote into the Proposals and Reports application and finally an overview of the Proposals and Reports features. (MP4 video format)Connect Training:Connect user manual: Partner administrator course is available at the Mitel University: is an administrator training course available in the Mitel Learning Management System (Absorb LMS) It is approximately 30 minutes in length and the course name is “Mitel Connect Partner Administrator Course”.Connect Administrator Training Video: training session for Connect administrators (MP4 video format)CPQ FAQ:When is the next release of CPQ and what new updates will be made available?Answer: The next release of CPQ was on July 7’th. The 2016 release schedule is as follows:July 7’thOctober 16’thNovember 10’thFor the July 7’th and May 12’th CPQ release content please refer to the PowerPoint presentation: 6_Quick Reference.pptx to access CPQ and Proposals and Reports applications. You will require a Connect partner administrator to set up your Connect account (add policies) so you can access CPQ and Proposals and Reports applications. If you do not have a Connect Partner administrator, please appoint one of your employees for your partner account then use the “Contact” link on you Connect homepage and select the Connect Que to have your partner administrator enabled. Who do I contact for CPQ support? Answer: For Partners please contact your Connect or CPQ Partner administrators first. The Partner administrator can then use the “Contact” link on the Connect homepage and select the CPQ Que if they cannot resolve the issue Who do I contact for List or Partner pricing access in CPQ? Answer: For Partners please contact your Connect or CPQ Partner administrator. For Mitel Employees please use the “Contact” link located on the lower left hand side of the Connect home page and select the Connect Que. Partner pricing will enable the “Order” tab in CPQ. How can I appoint a CPQ Partner administrator?Answer: If you do not have a CPQ administrator for your partner account then you need to contact you Connect partner administrator. The Connect partner administrator can create/assign the CPQ administrator policy to an existing user who then will become the CPQ Partner administrator. We encourage the CPQ partner administrator to take the CPQ administrator course (Found in CPQ training section).How do I request access to CPQ or the Proposal and Reports applications in Connect?Answer: Channel Partner users will need to contact their Connect Partner administrator to request access to CPQ. For Mitel Employees please use the “Contact” link located on the lower left hand side of the Connect home page and select the Connect Que.What is the final destination field used for in CPQ?The final destination in Mitel CPQ is a setting that can be used by the product model developer to configure region specific parts.For example: the modeler can implement rules that the final destination choice changes the configurationYou can think about products such as power supplies or power cords that are country depended. Can I search by description in the Parts Catalogue?Yes, you can search by description in the parts field. Minimum three characters must be used. Can I save configuration files on both my PC and the Mitel Server?You can save configurations files in XML format on both the Mitel server and your PC. The Configuration files stored on your PC cannot be directly opened from your PC but must be loaded into CPQ via the “Use existing configuration file” on the CPQ configuration home page. Refer to section 4.1.6 in the CPQ Manual for information on storing and retrieving configuration files on the CPQ server. Can I share a configuration file with others?You can share a configuration file saved on you PC with any other CPQ user. You can also share configurations stored on the Mitel server using the tracking number with any other CPQ userWhat is the maximum number of files I can store on the Mitel server?The maximum number of configuration files you can save is only limited by the disk space on the Mitel Server. So no theoretically no limit. The maximum limit on configuration file search results on the Mitel server is 200. So please use the advanced search to refine your search parameters. Browser SupportConnect and CPQ support the following browsers:Latest versions of:Internet ExplorerChrome FirefoxSafari on OS X and iOSInternet Explorer 8 and newer versions are also supported but may have some graphical limitations in the user interface (e.g. no rounded edges for boxes)SWB and CPQ PromotionsWe have plans for both CPQ and SWB. Promos in CPQ are under development. Availability in both applications will be announced in the near future.Will the SX200 ICP and SX2000 products be supported in CPQThe SX2000 will not be supported in CPQ and the SX200 ICP will be added in a future CPQ release. Can I import my SWB quotes or write in parts list into CPQ automatically?For both of these files you must recreate them in CPQ. They can not be imported or converted. How can I add Write-in-Parts in CPQ. You can add Write-in-Parts by using loose item mode in CPQ or in some cases in the product model itself. You can also manage Write-in-Parts templates by appointing a CPQ administrator for your CPQ group account. Refer to the Partner CPQ Administrator Training Video found in this FAQI do not See the Order tab in CPQ?If you do not have CPQ partner price access, then the Order tab is removed from CPQ. For Partners please contact your Connect or CPQ Partner administrator to enable CPQ Partner Pricing access. For Mitel Employees please use the “Contact” link located on the lower left hand side of the Connect home page and select the Connect Que to enable CPQ Partner Pricing access. Partner pricing will enable the “Order” tab in CPQ. I do not see my Discounts in CPQ:For Partners please contact your Connect or CPQ Partner administrator to enable CPQ Partner Pricing access. For Mitel Employees please use the “Contact” link located on the lower left hand side of the Connect home page and select the Connect Que to enable CPQ Partner Pricing access. Partner pricing will enable the “Order” tab in CPQ. How do I run reports in CPQ?The reports (Pricelist, Partner, Customer) can be found in the Proposal and Reports application. Please contact your Partner administrator to activate the Proposal and Reports application in your Connect Profile. These are the same reports that you had access to in SWB. Once activated you can access from Connect or CPQ. Refer Below.When will updates to SAP data show up in CPQ?Before you contact swbsupport@ please confirm SAP partner and parts data is correct.SAP data synchronization between CPQ and SAP starts after Midnight EST and is completed by 10:00 AM EST . This sync is run every day. If updates in SAP occurred the before midnight EST the updates will show up by 10:00 AM EST in CPQ. Note - With CPQ you do not need to register to pick up the changes. Please verify SAP data (parts and partner data) before you submit a support request to CPQ support for parts/pricing/partner SAP questions.What file do I use for the ADI tool and the Online Store? CPQ provides an output Miq file that can be used with the ADI tool and OnLine store. The CPQ Miq cannot be used with SWB. In the near future you will submit this information online using web based integrated CRM and Ecommerce applications. How do I add Partner SAP numbers to CPQ (Mitel Employees)?Mitel employee CPQ users will be able to add and store partner SAP numbers in their profile. The employees will need to then use the “Contact” link on thier Connect homepage and select the CPQ Que and request this privilege be enabled for them. Where is the equivalent to Upgrade/Spares in CPQ?CPQ loose items mode is where you can choose upgrade/single parts or parts pick parts from the Parts Catalog or add write-in parts. As a Sales Manager, can I see all configurations made by my reps?Answer: As long as the sales representative saved the quote on the Order Tab then you are able to access the quotes. You can also load any configuration by using the tracking ID directly in CPQ. How, within CPQ do we know what parts are included in a bundle?Answer: You are not able to see the Bill of Materials in CPQ at this time. It is on the roadmap for a future release.Can we adjust the timeout threshold? Answer: No, you cannot adjust the timeout.How Can I add more than one product into CPQ?You will need to use “Configure multiple Nodes Mode”How do I determine my Partner SAP Discount and Details in CPQ?CPQ users will be able to see the CPQ SAP data for their partner account. Users must select the “User profile” tab in CPQ to see the SAP details. If the user has CPQ Partner Pricing access the partner discounts will also be displayed. Where can I download a sample Write-in parts template?You can find a sample write-in parts file you can edit and then upload into CPQ. can I download a sample discounts template?You can find a sample discounts file you can edit and then upload into CPQ to load MPG discounts on the Quote page. can I download a sample Loose item template?You can find a sample loose item file you can edit and then upload into CPQ to load a list of loose items for the loose item configuration in CPQ FAQ:Who do I contact for Connect support? Answer 1: For Partners please contact your Partner administrator first. The Partner administrator can then use the “Contact” link on the Connect homepage and select the Connect Que if they cannot resolve the issue.Answer 2: For Mitel Employees please use the “Contact” located on the lower left hand side of the Connect home page and select the Connect Que. How can the Partner self-administrate their company account in Connect? Answer: The Partner will be able to self-administrate their company through a Partner Connect Administrator. This Administrator is a Partner employee that has the Partner Connect Administrator privilege enabled for their Connect Partner user account.What is the Connect Partner administrator role in connect?Answer: The Connect Partner administrator is responsible for managing the Partners Connect account and Connect users in the following aspects of Connect:Manage users accounts: new, activate, deactivate,Manage user passwords,Manage partner policies,Manage users account privileges,Is to be the first level Connect support person for the partner. Is responsible to reports issues he/she cannot resolve to Mitel Connect second level support via the “Contact” link in Connect. How can I appoint a Connect Partner administrator or a second Partner administrator for my company?Answer: If you do not have an administrator for your company, then please use the Contact link on your Connect homepage and select the Connect Que to request your account administrator nominee be given partner Connect administrator privileges. If you already have a connect partner administrator, then the current Partner administrator can activate another Partner user as a second administrator.After Mitel has enabled the Connect Partner administrator privileges is there anything the Partner administrator needs to do in Connect? Answer: The newly activated Partner administrator will need to logout of Connect and then log back in again to see the changes.How do I find my Connect Partner administrator?Answer: To determine who your company administrator is please click the “Self service” tab at the top of your home page in Connect and look under the “Responsible user managers” section. The company users with administrator privileges are listed there. Some of our Partners in Connect have more than one SAP number programmed in their Connect account. How does CPQ deal with multiple SAP numbers. Answer: CPQ is a SAP based application. All pricing and Partner details are obtained from SAP when the user accesses CPQ. Thus when a Multiple SAP account is accessed CPQ will present a drop down list of the SAP numbers to choose from before the user can start a quote. Proposals and Reports Is there a Specification document for the Proposal and Reports export XML file?Yes, there is specification a Mitel CPQ XML Output Specification. Link to the document xml export file is available in CPQ via the Proposals and Reports module under Export tab.Note the CPQ XML file is different from the SWB xml file and as such you will need to integrate the new CPQ xml file into your CRM system. Can the CPQ configurations be exported to xml and csv format.You can find these export reports in the Proposals and Report application under the Export tab.Is there export csv file option in CPQ so I can import it into my CRM (currently using TigerPaw)?The csv export file is available in CPQ via the Proposals and Reports module under Export tab.How can I access the Pricing report with Notes? You can access the Pricing report with Notes (BOM descriptions) in the Proposal and Reports application. How can I generate a report on all parts available to my Mitel account? Please use the Proposals and Reports Price List by Material Group Report or as a CPQ administrator you can export your parts and pricing list. SWB Retirement Strategy:A very important note is that SWB configuration files cannot be automatically uploaded or converted into CPQ. So you may be required to recreate your configurations in CPQ. ................
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