WorksheetsApttus Quote Booking Quiz
Total questions: 25
Worksheet time: 13mins
What should be checked to ensure the DSR is correct and complete when booking an Apttus Quote?
The quote has the correct partners and no high level item with quantity higher than 1
The SPO0s are correct and have the support document
Philips personnel, PO number and PO date are copied from the DSR
The quote version is searched by the quote number in Salesforce
When booking an Apttus Quote, what is necessary to verify about the quote version?
It must have a quantity higher than 1
It must be searched by the quote number in Salesforce
It must have the correct support document if required
It must have the correct partners
What is required for the SPO0s when booking an Apttus Quote?
They must be searched by the quote number in Salesforce
They must have a quantity higher than 1
They must be correct and have the support document if required
They must have the correct partners
What is a condition for the quote regarding high level items when booking an Apttus Quote?
It must have a quantity of 1 for each high level item
It must have no high level item with quantity higher than 1
It must have all high level items with quantity higher than 1
It must have the correct partners for high level items
Why must the device lines for ultrasound equipment be separated in a quote for the US market?
Because each equipment can have multiple quantities.
Because each equipment has multiple Site IDs and serial numbers.
Because each equipment has one Site ID and one serial number, and the quantity cannot be higher than 1.
Because it is easier to track the equipment this way.
What must be done when an AM quote comes with configuration mistakes that make it impossible for the Order Booking process to book the order?
Ignore the mistakes and proceed with the order.
Create a new version of the quote and fix the configuration.
Cancel the order entirely.
Request the customer to fix the mistakes.
Which statement is true about SP059D?
It should be booked as "Admin Fee"
It requires a Trade-In Request (TIR) on Salesforce
It does not generate commission
It requires approval by Elaine Persico
What is SP_DEMO used for?
To quote demo sell equipment
To book Services, 3rd Party Items, Trade-in requests
To provide an extended warranty
To replace the demo material informed at the Demo Availability Confirmation
What is the first step in updating the correct partner accounts on an Apttus quote?
Click on the magnified glass for the account to change
Go to the partner functions accounts section
Choose any of the following fields to enter data
Click on search button
Which country should always be entered as 'CA' in the Apttus quote update process?
United States
Australia
Canada
United Kingdom
When searching for an account during the Apttus quote update process, what is recommended to use?
Account number
CPQ MP1 Customer ID
Country
Account name or account number
What should you do if the proposal has already been sent to the customer for a new version of the quote?
Select No
Select Yes
Click on "Accept"
Click on "Cancel"
What is the status of the quote after clicking on "Accept"?
Sent to Customer
Accepted
Generated
Present
What action should be taken to change the quote status to "Accepted"?
Click on "Reject"
Scroll down to accept button and click it
Click on "Generate CFD"
Click on "Configure Products"
What is the last part of the process for the quote once it has been approved?
Clicking on the "PO Received" button
Sending an email confirmation
Printing the quote
Creating a new quote
What happens when you click on the "PO Received" button?
The quote is deleted
The quote is sent to the customer
The quote moves to "PO received" status
The quote is archived for future reference
After updating the quote status to "PO Received," what should you do next according to the process described?
Go back to the DSR and change "Sales Order DSR Status" to "Bookable"
Close the quote and start a new one
Notify the team about the status change
Wait for further instructions
What must an AM or Sales Specialist indicate when processing Ultrasound Upgrade Orders?
Customer name and address
Site ID or Serial Number and software level of the system being upgraded
Warranty period and service contract details
Installation date and technician name
Which SAP transaction is used to find the Site ID or Serial Number using the other information?
SAP ZUCA
SAP ZETA
SAP ALPHA
SAP DELTA
Where should the upgrade description and Site ID be added in the order process?
At the configuration of the equipment
At the Chapter line
In the special instructions section
In the customer notes
Where must the Serial Number and the software level be added when processing an upgrade order?
At the Chapter line
At the customer notes
At the configuration of the equipment
In the special instructions section
What is required for an Ultrasound Maximizer Order to be entitled to a customer as part of a Service Contract?
The Service Contract must be expired
No Service Contract is needed
The Service Contract must be indicated at the DSR or at the ZUCA transaction and must be valid
A PO (Purchase Order) from the customer
What is required in terms of quoting for an Ultrasound Maximizer Order?
A full price Apttus quote is required
A zero dollars Apttus quote is required
No quote is needed
A discounted Apttus quote is required
How many documents must be provided for Third-Party Leasing according to the material?
1 document
2 documents
3 documents
4 documents
What is the Billing plan for Leasing always set to?
10/10/80
0/0/100
20/20/60
30/30/40
