This document will inform on how to create an order for a Soraco key or add on's only which would be adding additional activations, no key delivery. A few things about software orders before we begin. Firstly software orders can be for the delivery of a new license in which we would make a key or for the add on of users to an existing license, which would be invoice only no delivery of a key. In the case of Soraco invoice only would mean adding activations to an existing key. Most software key's typically have a term of x number of years unless its a perpetual key which does not expire. If a Key is nearing expiration that is usually a good indicator that the order may be for a new key. Best practice though if you are not sure is to check with the sales rep before proceeding, they will be able to confirm. If it is an add on of users to an existing key then no new key is made and the order is considered invoice only, meaning we would enter the order in SAP as normal but not deliver anything within the software portals. Secondly, the SKU typically will inform on what is needed. Each Code SKU will have parts that show the year term, the license type and if anything extra is needed. For example any SKU with SOR would be for a Soraco key, AN1 would be for a 1 year term, and D60 would imply that the SKU is a 60 day demo. For example, APP-CDR-IOS-EL1-SOR-AN1-CWG, The SOR in the middle show's this to be a Soraco SKU and the AN1 would be for a 1 year term, if a part has APP like this one does that means that we would make a QR code for the delivery of the key. One last thing to keep in mind is that software orders are considered digital deliveries, meaning nothing physical ships. So there should be no freight and billing blocks are how to block a software order over delivery blocks.
Start by following the PO and entering your sold to/ship to accounts. Confirm the address match's the PO and select the proper buyer.
From there begin to enter the order using the order create button once you have selected the buyer. Enter in your PO number and enter through to enter the order reason.
Next step will be to enter the part number and order quantity. Select the search bubble next to the material field and search the part number by material description
Confirm the part and price match what is on the PO before proceeding. Software pricing is typically subject to contract and a formal contract must exist for any and all software orders for EDK and EPIC. However no formal contracts exist for Gemalto or Soraco. If you are finding pricing does not match confirm with the sales rep and product management before proceeding. The current PM to reach out to would be Jana Buchanan. Pricing may need to be updated to match. To do this double click on the line level and go into conditions, add a line for zp05 with the price to the right of it and hit enter. Be sure to leave notes in the header text on why the price is updated and adjust price change reason on the main screen to be 06.
All software orders are digital and this means nothing physical will ship. Update the ship method to code 7856 for digital delivery and the incoterms to DEL for delivered, this ensures no freight will be billed to the customer.
From here add your ticket notes to the header text and save the order, remember if it needs blocked for any reason it must go on a billing block, not a delivery block. To add a billing block go to the header> then billing document tab. Save the order and then add the PO onto the order attachments.
If a new key is needed or if you need to add activations to an existing key, follow the steps in the attachment for the Soraco Portal.
The most important things with software is
- To confirm there is a contract
- Confirm whether it is a renewal or invoice only
- Issue the Key if necessary under the correct portal and mind the key expiration dates