What if PO value is higher than the order amount?
From the Customer Care Purchase Order Review and Guidelines from 2019: Side Note: **For price discrepancies on parts and accessory orders, Customer Care Representatives may approve certain price discrepancies. See guidelines below: 1. If the PO value is higher than the SAP total: a new PO must be provided or an email from an authorized person withi...
Aftermarket Expedite Process for Customer Care & Service Billing
First make sure that it is truly an expedite situation with a sensitive time element and action must take place today. Some examples: Customer has a down machine & needs a computer shipped out as soon as possible. Customer needs SMA processed so they can update Calypso via the Zeiss Portal. Customer needs new software option asap. Please do no...
Dealer Commissions
Most of the ZEISS Dealers (aka: Business Partners, Distributors) represent us in several different ways Reseller (they buy something from ZEISS at % below List and resell to customer) Distribution (they represent ZEISS but quote/PO is between ZEISS and customer - we pay commission %) Lead Finder (similar to Distribution but typically ZEISS performs ...
How to sell new software to Schaeffler global SMA LTA customer
For example, selling new Curve on a machine. Sell Curve license only to your local Schaeffler at 50% LTA discount, NO SMA. Instruct Customer Care to advise Software Licensing to add new software option to CRM, but DO NOT email customer new license file. NO SMA sold to customer, no SMA Contract to be created by Customer Care. Email Order confirmation...
Overview of what should be submitted through C365
Effective immediately, all legal review requests must be submitted through the Contracts 365 (C365) Portal Please note:- legal does not sign-off on any documents (Mark Smith and Michael Kirchner signatures = CJ Gardner / Fotios Pantis signature = Dawn Snyder-Volk)- the legal mailbox is no longer regularly monitored – items sent to the mailbox ...
How to set your out-of-office voice mail and email messages in Office 365 from a non-work computer
You can set your out-of-office voice mail and email messages by opening Office 365 on a non-work computer. Run Office 365 by clicking on this link https://www.office.com/apps?auth=2&home=1 Use your email address as the login, and enter your Windows password: Set your out-of-office voice mail message ** Conditional on you having your own headse...
Repair of SURFCOM S130 at Zeiss in Maple Grove
SURFCOM S130 are small devices used for surface finish measurement. It is often the case that the serial number was not recorded in Lotus Notes or SAP CRM. Customer may send their S130 to ZEISS Maple Grove for evaluation & repair for a $290.00 flat fee. We do not calibrate this machine in Maple Grove as previously thought. If this is desired, ...
SURFCOM 50 Touch
The SURFCOM 50 Touch is a replacement for the SURFCOM 130. It is a handheld device. For calibration inquiries, see article for 130 calibrations in Maple Grove. Many of the 50 Touch will not be visible in CRM. SURFCOM TOUCH 35/40/45/50/550｜Surface Texture and Contour Measuring Instruments｜ACCRETECH - TOKYO SEIMITSU...
Calibration of SURFCOM S130, SURFCOM Touch 50
SURFCOM S130 are small devices used for surface finish measurement. It is often the case that the serial number was not recorded in Lotus Notes or SAP CRM. We do not calibrate this machine in Maple Grove as previously thought. We can go onsite and calibrate at customer site, though it can be expensive to cover all of our travel costs, relative to ...
Signatures on Forms
Addition April 2024: Rob Mihalik can sign Safety Forms. We can send these to him. Please fill out what you can (customer info, for example). Rob will complete the form and add his signature. This does not apply to all forms, just Safety forms. Signature request process: If your signature request is standard and is not finance focused, please send t...
Customer Surveys
Customers will periodically send “Surveys” (forms) asking ZEISS to complete it. This existed prior to Indigo and will continue moving forward. ZEISS makes virtually all relevant information available to the customer in a few PDFs. We prefer the customer find the information there rather than a ZEISS person completing surveys (forms). This Sharepoi...
DISTRIBUTORS COMMISSION
DISTRIBUTORS COMMISSION Training is non-commissionable for our distributors (ex: Concept Machine, MSI, Inspection Engineering…). The same goes for stand-alone calibrations. However, the following products are eligible is the distributor provided us a lead: SMA, Zeiss Care, Computer, Software Options. As for styli, our distributors are allowed to...
Request Certificate of Insurance (COI)
Our Insurance Provider is Willis Towers Watson Midest, Inc. Once updated COIs become available each year, they will be in our customer requirements page: https://teamshare.zeiss.org/team/06857/SitePages/Home.aspx To request a new COI , send an email request to: certificates@willis.com A email template with the information that will be required can ...
Quoting Academic Institutions
Academic institutions: Receive a 10% discount on Calibrations SMAs used to be quoted by Christian Shinners. Christian would quote a flat $500 upgrade for all educational Calypso seats. The educational version of Calypso can come with any number of seats specified by the institution. - as of 2025: Christian is no longer the contact and is in the pr...
Business Warehouse (BW) Data Analysis
This article is really for data analysts (Craig B.): Deep dive data analysis can be done via “BW”. This requires special permissions. The data is accessed via Excel with an Add-In called Analysis. The plug-in will not appear when we are issued a new laptop. The solution is to first launch this from the start menu. Afterwards, the add-in will b...
Service Data Viewer
Sometimes we have to reach out to the customer and request that they look up their Firmware and Controller information. Other times, the technician will pull the ediag file off the machine at the time of the latest calibration, this also contains the FW/PC section info. This can be accessed on the Service Data Viewer link here - https://servicedatav...
iBase360 - Power Bi
IBase360-analytics - Power BI The link above will take you to the iBase360 site as long as you have access by completing/signing the secrecy obligation document and created an IT4U ticket for setting it up. IBase360 is similar to Service Data Viewer, however it allows you to view multiple machines under an account at the same time. Clicking the link...
TEMPAR - processes
General TEMPAR system overview: Consists of 9 temperature sensors and 1 humidity sensor* “Regular” temperature sensors = blue ring and light grey sensor body High precision sensor = grey ring and dark grey sensor body Loaner sensors = green ring *In rare cases there are more temperature sensors or less Out of all the temperature sensors one sensor w...
SF&G SMA - No Quote
Please refrain from quoting SMAs on SFG machines until further notice! SFG machines do not run Calypso software, but instead run either TiMs or AccTeePRO. If a customer wishes to upgrade their SFG software, please verify which software they are using and pass the request along to the PSM (Product Sales Manager) – like Mike Kambeitz....
SMA Contact - Updating
Often times when we renew the SMA on a machine or account via a quote (SMA, or ZC), we also include the current SMA contact information in our internal notes. There are some instances where a contact must be updated outside of the normal SMA renewal. To accomplish this you will send an email to Software Licensing software.license@zeiss.com and inclu...
IT4U - Open an IT Help Request Ticket
If you need to report a cyber security incident, or if you encounter technical issues with your hardware, network, or other tools essential to your daily work activities and need to request IT help, you can open a ticket through IT4U. 1. Make sure you're signed in to your Zeiss account on a working web browser and head to: https://zeissprod.service-...
Guidelines for CIC Requests
When sending requests for support to the CIC please use the following guidelines: State Serial Number Customer Name Issue/Concern Body of the Email should include any additional important information, attachments, email communication, etc that would be helpful to CIC, Applications or Tech Support....
Aftermarket Bookings in PowerBi
The “OR Analytics Aftermarket” report in PowerBi will give you an idea of your Aftermarket booking totals for the year or month. To access this report in PowerBi, visit: https://powerbi.zeiss.org/reports/powerbi/IQR%20US/20210318_IQS%20Aftermarket%20Report It should automatically sign you in with your Zeiss CZNET account ID and you should be able to...
Wixom QEC building alarm times
Hi, Vicki: Can you refresh my memory? What time does the alarm turn off in the morning in Wixom? And what time does the alarm turn on in the evening in Wixom? Just want to figure out how early an employee can arrive in the morning and how late can an employee leave in the evening without interfering with the building alarm. 6:01 am--- not a minute...
Prohibited Telecom/Video Surveillance Equipment and Services
Government Forms sometimes include mention of: NDAA 889 requirement as defined in FAR 52.204-24 asking if we our company provides any “Prohibited Telecom/Video Surveillance Equipment and Services” Per Scott Lowen, CALYPSO installation will include TeamViewer, which would be considered “Prohibited Telecom/Video Surveillance Equipment and Services” ...
Sheet Views in Shared Excel Documents
How to use “sheet views” when editing a shared Excel file with collaborative editing: For Aftermarket, this is useful if you want to filter data by your territory and sort by specific parameters, but do not want to interfere with your colleagues' view settings and vise versa. In Excel, go to the “View” tab, and you will find the “Sheet View” settin...