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==Welcome to the NTCC SOP==
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<h1>Welcome to the NTCC SOP</h1>
A wiki is a powerful tool that allows multiple users to collaborate and share content rapidly. The best example of this is Wikipedia, which is powered by the exact same software that this wiki is!
A wiki is a powerful tool that allows multiple users to collaborate and share content rapidly. The best example of this is Wikipedia, which is powered by the exact same software that this wiki is!
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<h1>Test Area</h1>
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== Notes ==
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You can use this area to test and practice.
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*The goal is to combine NTCC procedures into one area for easy access
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*This site allows logged in users to view and the Admin user to edit
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*With a wiki users add and edit on the fly
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*As editing skills become more advanced, would like to incorporate multiple pages as well as enhance search function
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*Reference Index for list of sub-pages. Many were created to enhance the 'search' function
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== Example 2nd Level Heading ==
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== Warning ==
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There is a quick button for this or you can use the 'h' tags
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This is a public domain and could possibly be viewed by anyone, so confidential information should not be used.  Even when the privacy settings are set to hide the page, there is risk of the page being hacked.
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<h3>Example 3rd Level Heading</h3>
 
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<p>You can use the 'p' tags to create paragraphs or double space.</p>
 
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#Use pound sign for numbers, not the actual number
 
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#Like this
 
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*Use star for bullet points
 
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== Back to 2nd Level ==
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<h1>NTCC PROCEDURES</h1>
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Use this area to add more examples or to practice more
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<h3>[[Call Flow Chart]]</h3>
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<h3>Helpful links</h3>
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<h3>[[Express Warehouse]]</h3>
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This site's "Wiki Code" is HTML.  If you need help or would like to go more advanced on the coding, below are some helpful links.
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*[http://www.w3schools.com/html/default.asp w3 schools tutorial]
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<h3>[[No Charge Order]]</h3>
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<h1>NTCC ADVANCED PROCEDURES</h1>
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<h3>[[Routing Orders in UPDS]]</h3>
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== Credit Card Order ==
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<h3>[[Serial Number Look-Up In AS400]]</h3>
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The attached “Credit Card Transaction Document” is required to be filled out for a NTCC credit card order. You will need the following pieces of information to complete the form:
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* Customer with enterprise account number
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* Sales order number and job number
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* Customer credit card info
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* Total amount of sale
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* Expected ship date of order
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<h3>[[Variations]]</h3>
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With this information, fill out the Credit Card Transaction Document to include everything but the credit card number (per Sarbanes-Oxley Act).  Once completed, forward, via e-mail, to the credit contact for the applicable sales region.  The following is a sample note to include on the e-mail to accompany the document:
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<h3>[[Warranty Only Order]]</h3>
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''”Attached is a credit card transaction document for Jones Heating & Air.  At your earliest convenience, please call me at 866-872-6339 and I can provide the credit card number over the phone.”''
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<h1>Index Of Sub Pages</h1>
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A
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*[[AS400]]
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While waiting for the call, process the order through to FOE.  In Lynx, you will proceed as normal with only the following subtle changes in FOE:
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C
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* On the credit job window, select “To Follow” for PO Number.
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*[[Call Flow Chart]]
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* Under the Credit Terms drop down box, select “CCARD”
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*[[Coatings]]
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*[[COJO]] (Coordinated Job)
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D
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*[[DOE]]
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Do not transmit the order to Kodiak at this time.  Depending on circumstances of the order, try to give the credit contact ample time to call.  If you have not heard back in reasonable amount of time, call the credit contact to provide the credit card number.
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E
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*[[Express Warehouse]]
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H
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*[[HTML Codes]]
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If declined, you will need to go back to sales/parts contact and start the credit card process over with a different credit card.  If approved, the credit contact should provide you with a six digit credit card approval number.  This number now becomes the PO Number.  Go back into FOE and change the PO number from “To Follow” to “Credit appr# 000001” with the six digit number provided by Credit.
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N
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*[[No Charge Order]]
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*[[No Charge]]
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R
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*[[Routing Orders in UPDS]]
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You can now transmit the order from FOE to Kodiak.  Once through FOE, the order should be in credit review in Kodiak.  (La Crosse can not credit approve the order until it is in Kodiak.)  If you need credit approval, advise the credit contact that provided the credit card authorization.  Once the order is approved by Credit, process the order in Kodiak as necessary.
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S
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*[[Seismic Curbs]]
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*[[Serial Number Look-Up In AS400]]
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*[[SPA]]
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== No Charge Order ==
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U
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<p>To enter a no charge order, the “no charge form” must be completed and sent to Clarksville Product Support for approval.</p>
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*[[UPDS]]
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<p>Each sales office has its own individual form, NTCC does not have one.  So the form must be filled out by the sales office.  They will need a job number and sales order number to complete the form.  The new order can be placed on the original job if need be.</p>
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<p>Once the form is complete and sent to product support, product support will approve the request by sending a Design SPA#.</p>
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<p>The new order will need to be entered in DOE.  Proceed with the required order information needed before entering DOE.  Once complete, proceed to DOE.</p>
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Once in DOE:
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# Check the ‘No Charge’ box (This is very important, as it cannot be changed once the order is entered.  If it is forgotten, a new order will need to be entered)
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# Enter the Design SPA# supplied by product support in the ‘Design Auth’ box.
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# Enter Sales Order #
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# Select Requested Delivery Window
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# Add the items that need to be ordered
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# Select OK
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<p>In the Sales Order Summary you will notice the ‘Ent $’ is $0.00, this is the desired outcome.</p>
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<p>Transmit order and proceed as normal.</p>
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== Warranty Only Orders ==
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The instructions for entering a warranty alone order using DOE are below.  Please read and follow them carefully.  Thanks.
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*[[Variations]]
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1.  If you are entering the order under an existing job.
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W
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# Go to Entered Jobs window in FOE.
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*[[Warranty]]
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# Highlight related Credit Job  (do NOT put your Design SPA in the credit job SPA field)
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*[[Warranty Only Order]]
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# Go to step 3.
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2.  If you are creating a new job for the warranty order.
 
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# Go to Job Center and create your Credit Job (Independent offices) or Go to CRM and create the opportunity (do not configure anything, only create the job and do NOT put your Design SPA in the credit job SPA field).   
 
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# Go to step 3.
 
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3.  In FOE, go to Activities menu, select Direct Order Entry, New Sales Order
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<h1>Test Area</h1>
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# Enter a new sales order number
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You can use this area to test and practice.
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# Select product family (WARRANTY - Extended Warranties). Click on "Search"
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# If ordering number is listed EXACTLY as shown on your SPA, select the ordering number from the field and click Add Item(s)
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# If ordering number is not listed EXACTLY as shown on your SPA, you need to select Manual Entry "Add Row" radio button (Note warning message that: all Manually keyed items will be reviewed and approved by the Manufacturing Location).
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# In Add Row, e
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== Example 2nd Level Heading ==
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There is a quick button for this or you can use the 'h' tags
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<h1>Default</h1>
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<h3>Example 3rd Level Heading</h3>
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These came with the template.  I left them on here in case we need them for later and they have coding examples.
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<p>If there are more than 1 paragraphs, you can use the 'p' tags to create paragraphs or double space.  Otherwise all the sentences will run together.</p>
 +
Or use a br/ at the end of the sentence <br/>
 +
It will take you to the next line without a space like /p.<br/>
 +
Like this<br/>
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#Use pound sign for numbers, not the actual number
 +
#Like this
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*Use star for bullet points
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:*Colon, Star to indent
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==First Steps==
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== Back to 2nd Level ==
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# An administrative user has already been created for you with all rights over this wiki. You should first [[Special:UserLogin|log in]] using <br>'''Username:''' admin<br>'''Password:''' changeme
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To link to a sub page, enter the code as [[DOE]]
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# Click on [[Special:Preferences|my preferences]] and change the admin password. <font color="red">Critical:</font> If you don't do this, other users can take over your wiki.
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# Click on the Control Panel link under "editthis.info tools" in on the left hand side of this page. From here you can set the Logo Image for your wiki that appears in the upper left of all pages.
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==Optional Secondary Steps==
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<h3>Helpful links</h3>
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# Add your wiki to the [http://editthis.info/wiki/Categorized_Wiki_List Categorized List of Wikis]
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This site's "Wiki Code" is [http://en.wikipedia.org/wiki/HTML HTML].  If you need help or would like to go more advanced on the coding, below are some helpful links.
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# Promote your wiki by posting to your favorite social networks
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*[http://www.w3schools.com/html/default.asp w3 schools tutorial]
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# Create another user with a more personalized username (first log out, then click create an account).
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*[http://vimeo.com/28048764 Basic Editing Video on Vimeo]
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# Join the [http://groups.google.com/group/editthisinfo EditThis.info News Group]
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*[http://editthis.info/wiki/How_to_make_a_successful_wiki How to make a successful wiki]
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# Edit this page and replace it's content with something more interesting for new visitors.
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*[http://editthis.info/wiki/Help:Contents Help Page]
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# Read [http://editthis.info/wiki/How_to_make_a_successful_wiki How to make a successful wiki]
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*[[HTML Codes]]
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# Read the [http://editthis.info/wiki/Help:Contents Help Page]
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Current revision as of 16:35, 10 December 2012

Contents

Welcome to the NTCC SOP

A wiki is a powerful tool that allows multiple users to collaborate and share content rapidly. The best example of this is Wikipedia, which is powered by the exact same software that this wiki is!

Notes

  • The goal is to combine NTCC procedures into one area for easy access
  • This site allows logged in users to view and the Admin user to edit
  • With a wiki users add and edit on the fly
  • As editing skills become more advanced, would like to incorporate multiple pages as well as enhance search function
  • Reference Index for list of sub-pages. Many were created to enhance the 'search' function

Warning

This is a public domain and could possibly be viewed by anyone, so confidential information should not be used. Even when the privacy settings are set to hide the page, there is risk of the page being hacked.


NTCC PROCEDURES

Call Flow Chart

Express Warehouse

No Charge Order

Routing Orders in UPDS

Serial Number Look-Up In AS400

Variations

Warranty Only Order

Index Of Sub Pages

A

C

D

E

H

N

R

S

U

V

W


Test Area

You can use this area to test and practice.

Example 2nd Level Heading

There is a quick button for this or you can use the 'h' tags

Example 3rd Level Heading

If there are more than 1 paragraphs, you can use the 'p' tags to create paragraphs or double space. Otherwise all the sentences will run together.

Or use a br/ at the end of the sentence
It will take you to the next line without a space like /p.
Like this

  1. Use pound sign for numbers, not the actual number
  2. Like this
  • Use star for bullet points
  • Colon, Star to indent

Back to 2nd Level

To link to a sub page, enter the code as DOE

Helpful links

This site's "Wiki Code" is HTML. If you need help or would like to go more advanced on the coding, below are some helpful links.

Retrieved from "http://editthis.info/ntcc/Main_Page"
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