CloudGenix Partial Shipment
17049
Created On 09/14/20 20:52 PM - Last Modified 09/09/21 01:11 AM
Objective
SD-WANs connect many branch offices to a private network. The ability to ship devices to different locations at different times for a specific order is an important capability for our customers.
The Customer Support Portal (CSP) allows Prisma SD-WAN (CloudGenix) users who purchase Master Contract orders the ability to select the products and create shipping labels for direct shipments from the manufacturing facility. Once a shipment is successfully transacted, an SAP order number will be assigned, an Order Summary will be generated and the selections will be shipped.
Environment
Customer Support Portal
Prisma SD-WAN
CloudGenix
Procedure
With the Partial Shipment feature in the Customer Support Portal (CSP), customers can:
CloudGenix Partial Shipment: Master Contract Activation
Once an open Master Contract is created, an Order Summary email with an activation link will be sent to the person designated in the sales order process as the administrator of the contract. Activation authorization will require the Parent Order Number and Customer ID from the contract Order Summary. The activation will create a tenant tied to either a newly created CSP account or one designated by the contract administrator. The contract number will appear under the "Manage Shipments" section in the CSP account and the shipment process is ready to begin.
- The activation link will allow first time users to create a CSP account and a login for themselves, automatically assigning them Super User and Domain Admin roles.
- Existing users with Super User and Domain Admin roles will be able to select the existing CSP account number in which they wish to register the Master Contract.
Schedule a partial shipment
- Select an open contract
- Select the type and quantity of device(s) to be shipped
3. Include support and bandwidth subscription with the device. You need one support and one subscription for each device being shipped and the options available will depend on which device(s) you selected. You will receive this error message if the quantity of subscriptions does not match the number of devices being shipped: Please update your data subscription to match the number of devices you are shipping.
3.(a) Please note for Zone Based subscriptions, the system will calculate as per remaining devices which have yet to be shipped.
As an example: Total quantity of 15 ION's within your contract.
Devices being added:
PAN-CG-ION-1000 - Total quantity - 10 - Shipping 5
PAN-CG-ION-2000 - Total quantity - 5 - Shipping 5
*Make sure you are matching the same quantity of accessories, add-ons, and data subscriptions (Support Licenses will auto-populate with the number of devices being shipped)
Support shipping with devices:
PAN-SVC-PREM-CG-ION-1000 - Total quantity 10 - Shipping 5
PAN-SVC-PREM-CG-ION-2000 - Total quantity 5 - Shipping 5
Data Subscriptions:
CGX ION SDWAN 150 Mbps - Total quantity 10 - Shipping 5
CGX ION SDWAN 25 Mbps - Total quantity 5 - Shipping 5
CGX Zone Based Firewall - You will notice the total quantity will match the total quantity of ION's from the contract (15). The system will auto calculate the number of firewall's that you have yet to ship totaling 5. Shipping 10 devices, 10 support licenses, and 10 subscription's leaving the remaining quantity of 5 devices left within the contract to ship.
Additionally, If you have purchased Clarity NDVR you must also match the number of subscriptions to the number of devices being shipped. If the quantity of subscriptions available is less than the number of devices being shipped, reduce the number of devices to match the subscription quantity and order more subscriptions.
- Fill in the location where the devices should be shipped to:
- Location will be populated with the address in the contract, but can be changed to either a saved location or a new location can be entered
- Select or enter other information like Order Details, Shipping Details, etc.
- The entered address will be validated and a recommendation may be presented
- Confirm, then submit the shipment
- An email confirmation of the order will be sent along with the tracking details
- In case of errors, an email will be sent to you with instructions to either fix and resubmit the order or to submit a new order
- Subsequent email updates will be sent when the device(s) are shipped and delivered
- Shipping order history along with order details can be viewed
Please note that when an order is being processed it will show as 'Processing' in the SAP ORDER NUMBER column. Once the order is successfully processed it will update to the order number and if there are any issues with the order it will show the status as Rejected and the reason for rejection can be seen by selecting the ? icon next to the Rejected status.
- Shipping orders can be viewed, by clicking on the Shipment Details button for an order
- Email updates are sent when the device(s) are shipped and delivered
- To change or cancel orders, contact orders@paloaltonetworks.com
Additional Information
No activation link is necessary for the Order Summaries generated by the partial shipments. Once the devices are registered and subscriptions activated in the hub associated with the Master Contract CSP account, they are automatically associated with the tenant ID of that account. The tenant information for these devices and subscriptions and specific details about them will be visible under the Cloud Services section of the CSP.
NOTE:
To register the devices in an account other than that associated with the Master Contract, will require orchestration of the tenant on the backend. Please open an Admin Web case to make such a request.