Best practices for minimum required information by Aftermarket in Sales Quotation Internal Notes.

LTA pricing (only if applicable)
SMA Dates:  5/1/2023 - 4/30/2024

SMA Contact:
Anthony Lucernoni
443-542-2819
anthony.lucernoni@l3harris.com

Order Confirmations:
michael.nye@zeiss.com
anthony.lucernoni@l3harris.com
SAMANTHA.KNAPP@L3HARRIS.COM

Attn:  Software License - please install Calypso 2021 on new computer.   (only if applicable)
Attn:  Software License - please email new license file to jerry.brown@customer.com   (only if applicable)

If you have some Prorated SMA's, you must list out serial numbers and prorated SMA Dates:
SMA Dates:  5/1/2023 - 4/30/2024
S/N 1234 Prorated SMA 8/1/2023 - 4/30/2024
S/N 5678 Prorated SMA 12/1/2023 - 4/30/2024

The SMA Contact will be listed as the SMA Contact in the SMA Contract, and in Parties Involved in the iBase, and will be assigned the permissions in the Zeiss Portal to access the License Manager to download new licenses to activate downloaded software updates.

If you need multiple people to have these License Manager permissions, list the Primary & Secondary SMA contacts; Secondary SMA contacts will be manually entered into the Zeiss Portal.

Primary SMA Contact:
Anthony Lucernoni
443-542-2819
anthony.lucernoni@l3harris.com

Secondary SMA Contact:
Jerry Brown
123-456-7890
jerry.brown@customer.com

Secondary SMA Contact:
Bob Smith
123-456-7890
bob.smith@customer.com

Order confirmations used to be sent out manually.  Now Customer Care enters the contacts in the SMA Contract or Sales order in SAP, and then SAP Mail Center automatically sends out the order confirmations.  

There are 4 positions to add contacts in the SMA Contract or Sales Order.  If more contacts need the order confirmations (distributor, Ebonique), Customer Care must manually enter those additional contacts in Mail Center.  To limit how often Customer Care must manually enter into Mail Center, please limit yourself to listing 3 contacts for Order Confirmations whenever possible.

Customer Care knows when they need to include Software License on an order confirmation.  You don't need to specify Software Licensing in the Order confirmations distribution list.  This is why we want to limit ourselves to 3 contacts whenever possible, leaving that 4th position open for when Customer Care needs to include Software License.

You must list yourself if you want to receive the order confirmation.  If you don't list yourself,  you won't get an order confirmation.  We have had different people tell us different things in the past, but this is how it is now going forward.  Personally, with some exceptions, I would prefer not to receive order confirmations, just so that's less email I will have to read and decide what to do with it (move to a folder, delete).

If you have special instructions for Software License, list that out last, Attn:  Software License.

If you have special instructions for Customer Care, list that out too.