MCLM R2.

1 UAT Test Issues

Ref#
1 2

Test Date
8/16/2008 8/16/2008

Tester
Josie L Pesqueira Josie L Pesqueira

Report Name
Hardware warranty exit Summary Reports only

Function
Screen size Search function

Feedback / Issue <clear & concise description>

Problem Type

For all reports / views. Only 10 columns display by default. User would like to User Interface see more columns without scrolling. For all Summary Reports. Include search for functionality. When "Sales channel sold by" = IBM, then the SP1 & SP2 columns should be hidden. Enhancement request. Functionality

8/16/2008

Josie L Pesqueira

Customers

More Options screen

Functionality

8/16/2008

Josie L Pesqueira

All Reports

More Options screen

When "Sales channel sold by" = IBM, then the Business Partner section consisting of SP1 & SP2 filters should be hidden. Enhancement request.

Functionality

Filters for Revenue Branch Office and Provider Branch Office need to be included on the More options screen. Issue was revisited - Revenue Branch Office and Provider Branch Office not needed / to be removed. Solution: 9/8/08 - Filters for Revenue Branch Office and Provider Branch Office need to be included in the More options screen for detail reports only. These 2 filters should not be in the Summary reports.

8/16/2008

Josie L Pesqueira

Summary & Detail reports

More Options screen

Functionality

8/16/2008

Josie L Pesqueira

Available MA by service

Column formatting

Values within the columns should display a dash instead of zero'(s) where applicable. Ensure that export functionality is also fixed. The Service filter should be available on all reports. The Service filter list values should correspond with what is shown in the Service column. Pam to confirm with Josie on her preference. The button/link "Return to report" should say "Cancel, return to report".

User Interface

8/16/2008

Josie L Pesqueira

Summary Reports only

Service filter

Functionality

8/16/2008

Josie L Pesqueira

Summary Reports only

Service filter

User Interface

8/16/2008

Josie L Pesqueira

All Reports

More Options screen

User Interface

10

8/16/2008

Joellen Fabiani

Hardware warranty exit

Export ODE

Missing column names in ODE file.

User Interface

11

8/16/2008

Joellen Fabiani

Hardware warranty exit

Export ODE

The subject line for Export ODE should be the same as in the report name, i.e.: "Hardware Warranty Exit".

User Interface

12 13 14 15

8/16/2008 8/16/2008 8/16/2008 8/16/2008

Joellen Fabiani Joellen Fabiani Joellen Fabiani Josie L Pesqueira

SW current / non-expired maintenance agreements HW expired maintenance agreement Hardware warranty exit All Reports

Export ODE Export ODE Export ODE Export ODE

The exported filename must correspond with the report name, i.e.: "Hardware Functionality current MA". The exported filename must correspond with the report name, i.e.: "Hardware Functionality expired MA" Report filters produced 10,628 rows of data. The export ODE file contained only 12 rows of data. User received three emails when an export ODE of less than 65K rows was performed. Note: File split feature occurs at every 25k rows. The formatted export is not formatted properly. Issue with formatting of column names. Solution - Hide formatted export on all reports. Move the [View contract summary] report up to the top to be consistent with all the other Summary reports. By having this report right above the Functionality [Opportunity by Customer report], it gives the impression that this is a drill down to that report, and it is not. When clicking on the [View contract summary] report, prior to setting the filters, the tool is bringing back data. (why??). This report needs to be blank until I set the filters. Please fix to be consistent to all other summary reports. The Service filter list values should correspond with what is shown in the Service column. Pam to confirm with Josie on her preference. <Copied from IBM Internal>. Functionality Functionality

16

8/16/2008

Josie L Pesqueira

All Reports

Export - formatted

Functionality

17

8/19/2008

Josie L Pesqueira

Customers

View Contract Summary

18

8/19/2008

Josie L Pesqueira

Customers

View Contract Summary

Functionality

19

8/16/2008

Josie L Pesqueira

Summary Reports only

Service filter

User Interface

20

8/19/2008

Josie L Pesqueira

Customers

View Contract Summary

Move the [View contract summary] report up to the top to be consistent with all the other Summary reports. By having this report right above the Functionality [Opportunity by Customer report], it gives the impression that this is a drill down to that report, and it is not.<Copied from IBM Internal>. For all Summary Reports. Include search for functionality. <Copied from IBM Functionality Internal>. I ran several date ranges for this detail report and I received NO data on all date ranges. Is this possible? Aug 08-Jul 09, Aug 08-Dec 08, Jan 08-Dec 08

21

8/16/2008

Josie L Pesqueira

Summary Reports only

Search function

22

8/20/2008

Josie L Pesqueira

HW current / non-expired maintenance agreenments

Data Retrieval

Other

23 24 25 26

8/20/2008 8/20/2008 8/20/2008 8/20/2008

Jimmy Taylor Jimmy Taylor Jimmy Taylor Joellen Fabiani

Available MA Scorecard Available MA Scorecard All Reports All Reports

Data mismatch Data mismatch Data Timestamp Data Timestamp

The MCLM Available MA ScoreCard contains data mismatches when compared with detail reports. The MCLM Available MA ScoreCard contains data mismatches when compared with detail reports. <Copied from IBM Internal>. The "Full report renewed as of date" is always Feb 10, 2008. The "Full report renewed as of date" is always Feb 10, 2008

Functionality Functionality Functionality Functionality

27

8/20/2008

Jimmy Taylor

ServicePac

More Option selection

On the Available MA Scorecard report below, the More Options Selected shows SP1: Arrow Electronics Incorporated. When I run the detailed report for ServicePac for the same SP1, the detail report does not show the SP1 just below the filter like in the Scorecard report. The Estimated value (K$) used below does not indicate for what period of time the value represents. We use Estimated Annual (K$) in Total View.

Functionality

28

8/20/2008

Jimmy Taylor

Available MA Scorecard

$ amounts

Solution - 1) Monthly values on the report need to be multiplied by 12. 2) The column "Estimated value (K$)" should be revised to "Estimated Annual (K$)". The Estimated value (K$) used below does not indicate for what period of time the value represents. We use Estimated Annual (K$) in Total View. <Copied from IBM Internal>.

Functionality

29

8/20/2008

Jimmy Taylor

Available MA Scorecard

$ amounts Solution - 1) Monthly values on the report need to be multiplied by 12. 2) The column "Estimated value (K$)" should be revised to "Estimated Annual (K$)".

Functionality

30

8/20/2008

Joellen Fabiani

All Reports

Export ODE

MCLM shows 2000 of 9123 rows, however when the report is sent it include all active and closed opportunities. This is not intuitive to the MCLM user by what they are seeing in MCLM from a results perspective, so therefore this needs to be reported as a problem. It will cause confusion to the user when they're exporting data and comparing against what MCLM displays on screen Functionality versus the exported report file. Solution - Add text in message box informaing user of active & inactive oppty. Also, ODE email for detail reports will contain new message for active & inactive oppty. MCLM shows 2000 of 9123 rows, however when the report is sent it include all active and closed opportunities. This is not intuitive to the MCLM user by what they are seeing in MCLM from a results perspective, so therefore this needs to be reported as a problem. It will cause confusion to the user when they're exporting data and comparing against what MCLM displays on screen Functionality versus the exported report file. <Copied from IBM Internal>. Solution - Add text in message box informaing user of active & inactive oppty. Also, ODE email for detail reports will contain new message for active & inactive oppty. The Total estimated annual is including totals for rows that are not displayed, when there are rows above the set row limit. Solution - Text change to "Total estimated annual (9,163 rows)".

31

8/20/2008

Joellen Fabiani

All Reports

Export ODE

32

8/20/2008

Joellen Fabiani

All Reports

Total estimated annual

User Interface

33

8/20/2008

Joellen Fabiani

All Reports

Total estimated annual

The Total estimated annual is including totals for rows that are not displayed, when there are rows above the set row limit. <Copied from IBM Internal>. Solution - Text change to "Total estimated annual (x,xxx rows)".

User Interface

34 08/20/08 - 08/21/08 Joellen Fabiani

Hardware warranty exit

Export ODE

I reran the same report with the same parameters and received what appears to be a complete file. In running this previously, the report I received Functionality was incomplete - either no rows of data, blank file or 13 rows of data. I've requested SWMA expirations per the below, however when I chose to export per below the window that pops up to save the file is my Local Disk and normally the user would not be saving the file to this location. I then go up to My Documents folder, but I do not have the option to create a new folder to save the report. Is this is user specific problem or a known bug? We need to log this as a potential issue as I said most if not all BP users would be storing the report in a specific named file in their My Documents folder or another place other than the Local Disk option. Status - Research the issue. Some specific items that need to be changed 1) There are incomplete line borders around the table cells 2) It is difficult to read the top of the file where the filters are specified. a) Filter headings are not aligned with the value b) Dates are not together, ex. Jul 2009 displays as Jul 2009 c)Nothing under platform Functionality d) Text in blue often doesn't need to be displayed at all ([edit], more options, export, provide feedback, help, etc) 3) The title row should be highlighted in a color Solution - Redesign export reports- future reqt.

35

8/21/2008

Joellen Fabiani

All Reports

Export - Save Dialog window

Other

36

8/21/2008

Josie L Pesqueira

All Reports

Export - formatted

37

8/21/2008

Josie L Pesqueira

Customers

Export - formatted

The name of the report is not noted on the report. In this case, the report I exported = Customer Report, The results = REPORT only

Functionality

Customer Report - When selecting only the [SWMA/other TS svs] the expected results are: only those services associated with the selection. When I click on the Customer Enterprise Name below (highlighted in blue), it links me to the customer overview page, which provides the contracts associated with this customer. Customers & Available MA by Service The expected results are: a view of the contracts for this customer based on the the selected service(s),selected. The results included HWMA/SWMA along with the selected service [SWMA /other TS svcs]. Solution - In the Customer Overview report and Available MA by Service report the Service dropdown list should be greyed out and defaulted to "ALL".

38

8/21/2008

Josie L Pesqueira

Data logic

Functionality

Customer Report - When selecting only the [SWMA/other TS svs] the expected results are: only those services associated with the selection. When I click on the Customer Enterprise Name below (highlighted in blue), it links me to the customer overview page, which provides the contracts associated with this customer. 39 8/21/2008 Josie L Pesqueira Customers & Available MA by Service Data logic The expected results are: a view of the contracts for this customer based on the the selected service(s),selected. The results included HWMA/SWMA along with the selected service [SWMA /other TS svcs]. Solution - In the Customer Overview report and Available MA by Service report the Service dropdown list should be greyed out and defaulted to "ALL". <Copied from IBM Internal>. 40 8/21/2008 Josie L Pesqueira Customers Contract Summary What does this mean? If Enterprise number is the same on the rest of the rows and they all relate to a name, why is this one showing "unknow". Other Functionality

41

8/21/2008

Josie L Pesqueira

Customers

Contract Summary - data mapping

Under a closed PR Number PR -H8KZB --> I found the following comments: JDR 08/13/08: The Signed customer fields on the report map to the Install Customer fields in the Db. The screenshot is for the State of Ohio Enterprise, so I believe the way the report should look is that we should see a row for each location (Install Customer) where there is equipment covered by the contract. For Other example, the first contract in the screen shot is AG6609. The following query results from the underlying MCLM tables indicate there is equipment covered by the contract in 4 locations (distinct Cust Nums). Thus the MCLM report should show 4 rows for contract AG6609. The MCLM report is showing more than that, which I believe can be fixed by adding the Cust Num to the Group By clause.

42

8/21/2008

Josie L Pesqueira

HW current / non-expired maintenance agreenments

Data Retrieval

HWMA Current MA report 1. I have been trying to pull a report for Wal-Mart however based on my range dates (Aug 08 thru July 09) with ALL Sales channel sold by selected and all Platforms, I was not able to get any data. 2. I tried running another report using no Search Type, and I still get no data... Duplicate of Ref #22

Data Retrieval

43

8/21/2008

Jimmy Taylor

Detail Reports only

Service filter

After I run the ServicePac Available MA Scorecard report below and select the Detail tab, MCLM takes me to Warranty Exit (see below). If I select the More Options link on the detail report, I get the bottom picture. The bottom shows that I'm on the Hardware Warranty Exit Report Filters which has ServicePacs as part of the filter. Being on a warranty exit report and having Functionality a servicepac filter is inconsistent. Resolution - For screen flow, Summary to Detail and vice versa. Pam will obtain feedback from usability study and BP testers. Issue from Ref #43 2nd part.

44

8/21/2008

Jimmy Taylor

Detail Reports only

Service filter

Resolution for Service filter The Service filter will be removed from the More Options screen of the detail reports.

Functionality

45

8/21/2008

Jimmy Taylor

All Reports

Filter Persistence/Consistency

In the attached screen shot, I've selected a ServicePac Available MA Scorecard report for Arrow Electronics (6861724) between Jan-Dec, 2008. When I selected the detail tab, I expected the same filters to apply. What I got was a default setting that changed my previously selected ServicePac filter to Warranty Exit. In addition, you no longer use a drop selection for the Service Filter -- the Service options are now spread across the top of the Functionality page. Filter settings should not change as I move throughout MCLM. And it would help a lot if the look and feel of the Filter options were consistent. Note: Filter settings and Search by should not change as I move throughout MCLM. Severity lowered to a 3. Still need to implement when more complete solution is outlined with dev team.

46

8/21/2008

Jimmy Taylor

All Reports

Filter Persistence/Consistency

In the attached screen shot, I've selected a ServicePac Available MA Scorecard report for Arrow Electronics (6861724) between Jan-Dec, 2008. When I selected the detail tab, I expected the same filters to apply. What I got was a default setting that changed my previously selected ServicePac filter to Warranty Exit. In addition, you no longer use a drop selection for the Service Filter -- the Service options are now spread across the top of the page. Filter settings should not change as I move throughout MCLM. And it Functionality would help a lot if the look and feel of the Filter options were consistent. <Copied from IBM Internal>. Note: Filter settings and Search by should not change as I move throughout MCLM. Severity lowered to a 3. Still need to implement when more complete solution is outlined with dev team. I requested Email export for the SW Expired MA report and received in email screen shot below. Should the sequence of the reports not have 1 of 2 Other before the 2 of 2 report is received? In the screen shot below, I received 2 of 2 before 1 of 2 report. I pulled the New HW not on MA report and exported as Excel (formatted) less than 2K rows. Notice the name of the report it saved below and then when I open the file embedded in the file itself it states New software not on MA. This is not good. Please log as a problem.

47

8/21/2008

Joellen Fabiani

All Reports

Export ODE

48

8/21/2008

Joellen Fabiani

New HW not on maintenance agreement

Formatted Export

Functionality

When selecting [All] for Sales Channel sold by, I see multiple results under the Business Partner columns. What does the "0" represent under the SP1/Distributor Column? What is the difference between: SP2 enterprise = UNKNOWN SP2 enterprise# = 0 name =UNKNOWN SP2 enterprise# = 99999999

VS SP2 enterprise

48

8/21/2008

Josie L Pesqueira

Customers

ETL - Data

Does UNKNOWN mean that: there is a SP2 involved but we don't now who it is, OR there isn't an SP2 involved? Other and what is 9999999 telling me? If 9999999 represents no BP engagement, then I want to see it the column blank. Resolution - As per Bih's explanation Cus # 99999... means there was no Cus# from the source. Therefore ETL defaults it to 99999... A zero means it was passed from the source. Also, UKNOWN means data not provided from the source. Future reqt. needed for defaults displayed to user.

please log this as an issue... Between 6-to 8:15pm, ( because I finally gave up )..the tool has been frozen........very frustrated. 49 8/21/2008 Josie L Pesqueira All Reports System frozen I was able to get into the tool, however all of the reports are now frozen...not able to do any testing. This is good news / bad news. In reviewing the attached file, the Estimated Annual $ matches the Estimated Annual $ from the Total View Summary for ServicePac for Sirius for the month of Aug 2008. Now, the bad news is when I pull the MA Scorecord for the Jan 2008 to Aug 2008, Avnet/Sirius, Servicepac the cumulative totals do not match. Let me know if you need any Functionality other info that I may have not included. I believe this is the same as what Jimmy had reported. Duplicate of Ref #23,24. Peter, can you add this to our list of issues. I have come to the conclusion that rather than I continue to "guess" what these reports are suppose to show and what they are not suppose to show, I would like a walk thru of each report from someone on this team. As you might or might not know..internally, we do not use the Total View reports so it becomes more and more complex to try to understand how I am suppose to train sales folks on these reports when I have not prior knowledge. For example...when I compare the reports between Total View and MCLM, I cannot map where the "Available MA by Service" Summary reports comes in. While Total View maps all the other reports, there is nothing to tell me what I am suppose to be looking for in this report. Status - Pat to followup with Josie. Other

50

8/22/2008

Joellen Fabiani

Available MA Scorecard & Servicepac

Data mismatch

51

8/22/2008

Josie L Pesqueira

All Reports

Application Demo / Overview needed

Other

2:50pm - This has to be a bug. I closed ALL my IE browsers. I opened a new IE browser and attempted to log back onto MCLM and I receive the error below. I tried this twice already, closed this brower and opening new one only to receive the same error. It is unacceptable that a user would have to reboot their machine in order to refresh their system to not recognize that they were previously signed onto MCLM. 52 8/22/2008 Joellen Fabiani All Reports Login 3:37pm - Update...I tried for a 4th time closing IE browser, opening new one with same result. I moved onto something else for about 10 mins and tried again and now I was able to logon again. This is still not acceptable from a timing issue with not being able to logon again within minutes of closing all open IE browsers regardless if I was signed onto MCLM in any of them. See Ref #55 resolution notes. Other

53

8/23/2008

Joellen Fabiani

Initial SWMA expirations (attach)

Export ODE

The attached ODE report has formatting errors for the model and serial numbers. - Some values are in scientific notation and should not be. Also, some values are left justified some are right justified.

Functionality

54

8/23/2008

Joellen Fabiani

Initial SWMA expirations (attach)

Export ODE

Estimated annual $ matched Total View for both Active and Inactive opportunities on this report. Also, there are several rows of data missing Functionality such as DMS agreement name and number - not sure why there are blanks. for Exported ODE file. Ok..I've tried to log onto 2 sessions in IE for MCLM. I received the Sign In response below and I included the screen capture from my current open MCLM session. I don't understand why some users can have multiple sessions running and others cannot. We need to investigate why this is happening in order for us to determine if this is a PW limitation or MCLM limitation. Status - Flightdeck prevents user from multiple logins. Partnerworld - issue being researched. I pulled this report for Avnet for Jan2008 to Dec2008, MCLM displayed 2000 of 10,224 rows of data on screen. I exported the report Excel (unformatted) <65K rows as shown below and it shows the name of the report a SW_Current_MA_Raw.xls, however when I go to the folder I saved the file in, it shows it as MCLM _Tutorial from PW.ppt.xls. I open the file and embedded within the file it states the correct name of the report I just pulled/saved. Also, there are only 2000 rows of data within the file - so clearly selecting the less than 65K rows unformatted did not send the correct number of records to populate the Excel file. Issue from Ref #60 2nd part. Also, there are only 2000 rows of data within the file - so clearly selecting the less than 65K rows unformatted did not send the correct number of records to populate the Excel file. -

55

8/23/2008

Joellen Fabiani

All Reports

Login

Other

56

8/23/2008

Joellen Fabiani

SW current / non-expired maintenance agreements

Export unformatted

Other

57

8/23/2008

Joellen Fabiani

SW current / non-expired maintenance agreements

Export unformatted

Status - Currently, export unformatted only exports the number of records actually retrieved. Pam to obtain feedback from users on how to implement. See Pr for details on new design as discussed in 9AM call.

Functionality

58

8/23/2008

Joellen Fabiani

NO screen

Browser Refresh

Not sure what this error indicates. I was refreshing the browser I had previously been signed onto MCLM and received this pop up. I clicked OK and it brought up the logon, I logged on and it brought up the report screen. I had never seen this error before and wanted to bring this to your attention. Other Status - Need more information to reproduce this. Logged in PR database as Feedback item as to save user screenshot.

59

8/24/2008

Joellen Fabiani

Initial SWMA expirations (attach)

Export ODE

Model and serial number formatting is still incorrect. Also, why in the reports that are exported unformatted have embedded in the Excel report the name and specific filters that were used to extract the data, however the reports that are exported to your email do not. I know within the email it lists the specific filter criteria, however it does not in the Excel file so it could be very confusing if someone is pulling multiple reports and has to flip flop back and forth to their email and Excel to ensure they're taking appropriate action on Functionality the correct reports. Status - The 1st issue (model/serial # formatting) is being addressed by Ref #53. Issue with filters not specified in the exported ODE file but only in the email is Works as designed for the time being.

60

8/24/2008

Joellen Fabiani

SW current / non-expired maintenance agreements

I forgot to mention that not all columns of data were exported to the Excel unformatted file. I had clicked on the opportunity status view, and noticed in the Status column it states "not specified", however when I chose the email export, I received all columns of the report. Also, the report has a Column names "Oportunity_Status_Code" - the word opportunity is spelled wrong and Export unformatted / ODE the shows either 1-Active or 2-Inactive/Closed which is completely different Functionality than what is displayed on the screen in MCLM with "non specified" for Status along with it stating that in the exported report unformatted >65k rows. Issue addressed here: The Export ODE includes all columns while the Unformatted export includes only what is on the screen. Ref #60 2nd issue - The exported ODE file has the column name "Oportunity_Status_Code" misspelled.

61

8/24/2008

Joellen Fabiani

SW current / non-expired maintenance agreements

Export unformatted / ODE Resolution: Revise the "Oportunity_Status_Code" column in the ODE file to "Active/Closed". Also, to prevent any confusion between "Status" column and "Oportunity_Status_Code". Ref #60 2nd issue - The exported ODE file has the column name "Oportunity_Status_Code" misspelled.

Functionality

62

8/24/2008

Joellen Fabiani

SW current / non-expired maintenance agreements

Export unformatted / ODE Resolution: Revise the "Oportunity_Status_Code" column in the ODE file to "Active/Closed". Also, to prevent any confusion between "Status" column and "Oportunity_Status_Code". <Copied from PartnerWorld>.

Functionality

63

8/24/2008

Joellen Fabiani

SW current / non-expired maintenance agreements

Data

On a different note, I just spot checked 2 of the contract numbers listed in the Excel spreadsheet exported to my email but it does not list the actual type/serials tied to the SWMA on this report. So, I then went to Total View Functionality and found the contract numbers and the type/serials tied to the SWMA. I don't know how else to voice my concern on the data integrity.

I attempted to export a detail report (Initial SWMA) using unformatted version of excel. I saved it to my document folder, but when I try to open it, there was NO data . Related issue Functionality I have queried 2 reports under the Initial SWMA Expiration report. Dates = Aug.08 thru Aug.08 First report I selected IBM as the Sales Channel Sold by....I was able to get a unformatted report showing me the data. When I run the second report using "ALL" as my Sales Channel Sold by filter, I get a report (unformatted xls) with no data....what is going on? Joellen's email - John, this is what we talked about earlier on the phone. I pulled the HW Current MA report for Avnet only, Jan2009 to Dec2009. I checked these machines and they are currently on WSU only contract with no follow on HWMA contract in place. I have 2 concerns with the data, one with the AutoRenew saying NO in MCLM and ISAT is showing that it is scheduled to Autorenew. Second, the Service Start Date in MCLM is showing 01-01-1900 and in ISAT it's showing 7-3-2006 - so not sure why there is a bogus date being fed to MCLM. Followup email/issue: John and Jimmy, I pulled the report below from the CHISCONDET table in AMIW - I'm assuming this is the same table that is fed down to NDRS - and it shows the service start date of 7/3/06. I don't believe Total View would have this data since the contract term end date is July 2009 Functionality and the Avnet Total View I have from Jimmy is through Dec 2008. I was not able to find this contract on this Total View report. So, it has to go back to whatever the source data is that is feeding NDRS the service start date, but there is a distinct service start date in this CHISCONDET table. Josie's email - Can someone tell me again what these dates represent:? This is a warranty exit report. "Service Start Dates are have value of jan 01, 1900". Possible Resolution: Remove Service Start Date ??? and from what screens ??? Josie to followup.

64

8/24/2008

Josie L Pesqueira

Initial SWMA expirations (attach)

Export Unformatted

65

8/25/2008

Joellen Fabiani & Josie L Pesqueira

HW current / non-expired maintenance agreenments & HW Warranty exit

Data

66

8/25/2008

Joellen Fabiani

All Reports

Export - Save Dialog window

Peter, I reran this same report and chose the exported (unformatted) option, and it brought up the Local Disk box below, I then went up to the My Documents folder, then double clicked on the MCLM folder and the box that was presented to me was in the 2nd screen shot I included below. I cancelled out of that, then attempted another export and it brought up the Local Disk box, then I clicked on the dropdown option and clicked on the My Documents folder, double clicked on the MCLM folder and I was able to save the file to the appropriate place. I'm not sure this is normal behavior and again when I click on the My Documents folder, I should have the option to Other create a new folder to save the various reports. If someone is technical enough to help me figure out why I'm unable to create a new folder in the My Documents folder to enable me and potentially a BP that would be saving these reports in distinct folders for each SP2 or customer they're working on for any and all sales opportunities. Josie, do you have this same problem when exporting to either formatted or unformatted? Issue: User unable to create folder in My Documents via Save dialog Already logged. Duplicate of Ref#35, pr raised Sev 3 priority A.. Summary Report: By Customer (State of California - 1371000) did not produce any data when querying same info as in detail reports. Functionality I pulled a report for this customer using the following filters, and I received NO DATA. Then I pulled 2 detail reports for the same customer enterprise number and I got data... Why do I get Business Partner data? If I am running a query using the "Sales Channel Sold by" = IBM, why do I get Functionality SP2 information (DMS Agreement name and #) ? Scorecard for Wal-Mart 9476700 When pulling the score card for Walmart using the enterprise number I am getting NO data... Date range = Jan 2008 thru Dec 2008, Sold by: IBM only.

67

8/25/2008

Josie L Pesqueira

Customers

Data mismatch

68

8/25/2008

Josie L Pesqueira

SW current / non-expired maintenance agreements

Data

69

0825/2008

Josie L Pesqueira

Available MA Scorecard

Data

Functionality

70

8/25/2008

Joellen Fabiani

More options screen

User to try again - possibly search with Cust ent name using a cust #. Is it already logged that from the IBM side when you select more options from a particular report that the SP1/Dist dropdown will be collapsed at the letter versus expanded BP name by BP name? It would be much more efficient to collapse since I won't be able to log on as a BP via PW and will be forced to use the internal flightdeck and then drill it down by BP and SP2. The only options are to have ALL collapsed or ALL expanded for both the SP1/Dist and SP2 dropdown. Having it mirror what is in MCLM production Sp1 & Sp2 default settings Functionality that the BP's would be using would make more sense and be more efficient for the internal BP users like myself. Resolution - For both SP1/Distributor and SP2 dropdown. All would be collapsed and then the option to expand it which would present all the letters of the alphabet and numbers if applicable collapsed and selectable to expand.

Issue from Ref #60 2nd part. Also, there are only 2000 rows of data within the file - so clearly selecting the less than 65K rows unformatted did not send the correct number of records to populate the Excel file. 71 8/26/2008 Joellen Fabiani SW current / non-expired maintenance agreements Export unformatted Status - Currently, export unformatted only exports the number of records actually retrieved. Pam to obtain feedback from users on how to implement. See Pr for details on new design as discussed in 9AM call. <Copied from PartnerWorld> Report name changes. 1) The Available MA scorecard report should be revised to MTS Scorecard. 2) The Available MA by service report should be revised to MTS Services Overview. Corresponding changes should be cascaded in application - MCLM Main Menu, report labels above the data, export file names, and report name within the exported files. Report name changes. 1) The Available MA scorecard report should be revised to MTS Scorecard. 2) The Available MA by service report should be revised to MTS Services Overview. Corresponding changes should be cascaded in application - MCLM Main Menu, report labels above the data, export file names, and report name within the exported files. <Copied from IBM Internal>. Available MA scorecard & Available MA by service Two report name changes require help files to be updated on IBM Internal and PartnerWorld. 1) Available MA scorecard revised to MTS Scorecard. 2) Available MA by service revised to MTS Services Overview. On all reports it is requested that the table's title bar show the selected date range and service category (similar to how we currently display search entries). Also, continue to include search string/criteria. On all reports it is requested that the table's title bar show the selected date range and service category (similar to how we currently display search entries). Also, continue to include search string/criteria. <Copied from IBM Internal>. 1 Oppty by customer report - dollar values do not indicate that they are estimated annual 2 Customer Overview - does not indicate estimated annual. 3 Opportunity by Solution Provider - does not indicate that the opportunity dollars are estimated annual. 4 MCLM Available MA by Service - the dollar values below do not indicate that they are estimated annual values. This will cause confusion about how much opportunity really exists. Functionality

72

8/27/2008

Joellen Fabiani

Available MA scorecard & Available MA by service

Report names

User Interface

73

8/27/2008

Joellen Fabiani

Available MA scorecard & Available MA by service

Report names

User Interface

74

8/27/2008

Joellen Fabiani

Help files

Content

75

8/27/2008

Josie L Pesqueira

All Reports

Title bar

Functionality

76

8/27/2008

Josie L Pesqueira

All Reports

Title bar

Functionality

77

8/28/2008

Jimmy Taylor

Oppty by customer report, Customer Overview, Text / Column relabeling Opportunity by Solution Provider, MCLM Available MA by Service

Functionality

78

8/28/2008

Jimmy Taylor

Oppty by customer report, Customer Overview, Text / Column relabeling Opportunity by Solution Provider, MCLM Available MA by Service

1 Oppty by customer report - dollar values do not indicate that they are estimated annual 2 Customer Overview - does not indicate estimated annual. 3 Opportunity by Solution Provider - does not indicate that the opportunity dollars are estimated annual. 4 MCLM Available MA by Service - the dollar values below do not indicate that they are estimated annual values. This will cause confusion about how much opportunity really exists. <Copied from IBM Internal>.

Functionality

79

8/28/2008

Jimmy Taylor

Contract summary

Missing data relationship

With the HWMA, SWMA, etc.. filter enabled, I attempted to see the Contract Functionality Summary from the Customer Overview. The results were blank.

80

8/28/2008

Jimmy Taylor

Contract summary

Column label formatting

Please look at the Titles (column labels) on the last report (Contract summary). The formatting looks very poor.

User Interface

81

8/29/2008

Josie L Pesqueira

More Options screen

Filter list values

The drop down for both the Revenue Branch Office and Provider Branch office have the same listing. Can this be fixed so that only the Revenue Branch office codes are under the Revenue Branch office drop down, and only the Provider Branch office codes under ther Provider Branch office drop Functionality down. I do not have the codes or I would include which ones belonged in which column. Pat Audsley should have the original requirement.

82

8/29/2008

Josie L Pesqueira

Customer Overview

Column sorting

Under the Customer Overview, can we allow for all the columns with the exception of the Month columns to be sortable?

Functionality

83

8/29/2008

Josie L Pesqueira

Available MA by service

Data alignment horizontally

Under the Available MA by Services report I notice that the lines are not aligned. This is not by any means a show stopper, but I thought I would point User Interface it out in case someone brings it up in UAT. The formatted report does not appear to have the same alignment problem... When I try to select Logicalis as the SP2, I can not determine which Logicalis to pick. Since the enterprise number is not included in the dropdown window. Also - some BP's are both SP1's and SP2's. Which BP selection option do I select to see all rows for the BP?

84

8/29/2008

Jimmy Taylor

More Options screen

List values

Functionality

85

9/2/2008

UAT Team

All Reports

Export - formatted

Hide the Export Formatted option on all screens/views. Same as IBM Internal Functionality PR -H8MDY. <Copied from IBM internal>.

86

9/1/2008

Josie L Pesqueira

Available MA Scorecard

Export

MA Scorecard When printing this report to excel, I do not get the graph portion of the report in neither the formatted or unformatted report. and as I reported on email prior to this one, the snapshot does not work either. How do I get the graph portion of this report to print? Functionality Notes: Arcplan limitations for formatted export(hidden for now). Also, considerable amount of customization needed for unformatted xls. Feature is available via Export - Image snapshot. Josie: We need to keep better records of who is using the MCLM tool by week. I need to provide a Usage statistics monthly report to my executive and my preference is to be able to tell them which reports were run by whom and how often by week. I would like to see the exact date/time it was run so I can tell if we have users really using the tool or are they just kicking tires...!! Currently I know we have a usage report that shows who ran what report, but it does not tell me when it was run outside of the year..so I can have one user show up 10 times in 2008, but I don't know which month in 2008 that Other user ran a report..(make sense?). So its really not anything I even show to my exec's today, because I cannot explain it..so, with that said, John Lee and I had this discussion already when I asked for a Usage Statistic report to see how many Internal users were pulling report. So he can provide more detail if you need it. Joellen: I'd like to echo Josie's note below and not sure if this would have to come from the PW team or MCLM team since the BP's will be accessing MCLM via PW.

87

9/1/2008

Josie L Pesqueira & All Reports Joellen Fabiani

Usage Statistics

88

9/2/2008

Josie L Pesqueira & All Reports Joellen Fabiani

Date Ranges

Josie: I need to understand why we have so many years listed under the Date Ranges...If we are only going back 3yrs why are the dates listed back so far? And also for future years..why are we showing dates way out in the future. Shouldn't the date range be consistent to the date limitations available in MCLM today? I would like these dates fixed to be consistent with current release of MCLM. Warranty exits go back 3yrs....Service Pacs go out 5yrs... CHIS data only goes out 1yr, but would like to keep 8yrs in the tool to Functionality accomodate additonal years of data if and when that happens. Date Ranges should be: 2005 - 2016 (3yrs back to accomodate warranty exits - 5yrs out to accomodate Service Pacs.and 8yrs out to accomodate additional years of CHIS data. Joellen: I agree. Also, I would assume as the calendar changes, MCLM has code to handle the current date minus 3 years, plus 8 years, etc.

Can you assure that this gets put on the FAQ's in MCLM for anyone who has the same problem. 89 9/2/2008 Josie L Pesqueira All Reports FAQ In order for a user to print these types of reports, the report must be in Landscape mode. Change the print properties from Portrait to Landscape. I'm in MCLM production via flightdeck and I was in the detail reports section HW Current MA to be specific. I then clicked on the summary reports tab and now I don't have an option to go back to the detail reports other than clicking on the back button and if I do that it will log me out of MCLM and I'll be forced to log in again. Jimmy and Josie, does this happen for you as Other well? Note: Unable to reproduce in UAT (PROD) and FVT, email update sent to Joellen. We will keep this logged as an issue only. Other

90

9/3/2008

Joellen Fabiani

HW current / non-expired maintenance agreenments

Navigation

Flightdeck ODE (email export) subject comes in as Warranty Exit Flightdeck ODE (email export) sends only ACTIVE opportunities Test20 ODE (email export) subject comes in as Hardware Warranty Exit Test20 ODE (email export) sends both ACTIVE and INACTIVE opportunities Is there a way we can log this to add either a radio button or another filter dropdown on both internal and external MCLM for the user to have the ability to select ALL, ACTIVE ONLY, INACTIVE ONLY? Functionality There seems to be inconsistencies in the ODE (aka email export) between the internal and external application and also the name of the actual report in subject line of the email is different as well. Resolution: As per Ref #30, 31 should be sending Active/Inactive in Flightdeck also. Sev2.

91

9/3/2008

Joellen Fabiani

Hardware warranty exit

Export ODE

2nd issue from Ref #91. 92 9/3/2008 Joellen Fabiani Hardware warranty exit Export ODE Resolution: In Flightdeck, the subject line for Export ODE should be the same as in the report name, i.e.: "Hardware Warranty Exit". Sev3. I forgot to include there are still serial number formatting issues. Rows 68, 77, 89, 90, 177, 178, 179, 184 and so on. For Warranty Exit I forgot to include there are still serial number formatting issues. Rows 68, 77, 89, 90, 177, 178, 179, 184 and so on. For Warranty Exit <Copied from IBM internal since sample screenshots had issues in both env.> The service filter on the contract summary page should only have 3 values, as the rest are not relevant. The service filter on the contract summary page should only have 3 values, as the rest are not relevant. Functionality

93

9/3/2008

Joellen Fabiani

Hardware warranty exit

Export ODE

Functionality

94

9/3/2008

Joellen Fabiani

Hardware warranty exit

Export ODE

Functionality

95 96

9/3/2008 9/3/2008

Pam Reichers Pam Reichers

Contract summary 1 (all customers) Contract summary 2 (one customer)

Service filter Service filter

Functionality Functionality

97

9/3/2008

Pam Reichers

Contract Summary 1 (all customers) Contract summary 2 (one customer)

Service filter

The service filter on the contract summary page should only have 3 values, as the rest are not relevant. <Copied from IBM internal>. The service filter on the contract summary page should only have 3 values, as the rest are not relevant. <Copied from IBM internal>. Has this problem already been logged? I have to click on the submit button twice in order for the report to run and produce results. Sounds like a bug as it's been inconsistent in having to click once and it runs the report and now having to click twice in order run the report. Resolution: arcplan limitation, when entering search criteria the user must click the submit button twice, reviewed on UAT call and Closed on 9/8/08 as works as designed. Has this problem already been logged? I have to click on the submit button twice in order for the report to run and produce results. Sounds like a bug as it's been inconsistent in having to click once and it runs the report and now having to click twice in order run the report. <Copied from Flightdeck>. Resolution: arcplan limitation, when entering search criteria the user must click the submit button twice, reviewed on UAT call and Closed on 9/8/08 as works as designed.

Functionality

98

9/3/2008

Pam Reichers

Service filter

Functionality

99

9/3/2008

Joellen Fabiani

Hardware warranty exit & HW curr Submit button MA reports

Functionality

100

9/3/2008

Joellen Fabiani

Hardware warranty exit & HW curr Submit button MA reports

Functionality

101

9/3/2008

Josie L Pesqueira

HW current / non-expired maintenance agreenments

Data

Ok, what is going on, did something happen to the data between 8pm and 10pm tonight?? I tried running a report for Walmart by Enterprise name and then by Enterprise number for a range of 6month and all I am getting is Functionality 2 records.. Note: Confirmed by Peter that 2 records display in UAT(PROD) when search by Cust ent # or by Cust ent name. Determine whether or not Revenue Branch Office and Provider Branch Office need to be displayed on the More Options screen and for which reports, Functionality Detail and/or Summary reports. This is very strange. I'm in Flightdeck, HW Current MA report, Sep2008Feb2009, IBM sales channel. I then clicked on the Search type dropdown, selected Customer enterprise name, and the search box did not appear immediately. It only appeared AFTER the results were presented to me even though I DID Functionality NOT click on the SUBMIT button. This is clearly a fluke and I just logged off and on again trying to replicate it but could not. Note: Alan was unable to reproduce issue; logged as issue for time being.

102

9/5/2008

Josie L Pesqueira

All Reports

More Options screen

103

9/5/2008

Joellen Fabiani

HW current / non-expired maintenance agreenments

Screen refresh

104

9/5/2008

Joellen Fabiani

All Reports

Filter Persistence/Consistency

Also, when I switch between HW Curr MA report where I had selected Customer enterprise name as an additional search filter and switch to the HW Warr Exit report, the Search Type filter does not carry over to the HW Warr Exit. It only carries over the dates and sales channel filters. Note: Duplicate of Ref #45, 46. Alignment issue When I edit the "Platform" option, I go to the platform page. When I click Deselect all, and I go back and Select all again, I get the following. It seems like the options and the 'x''s are mis aligned. Hour glass missing When I click on the Submit button, the report locks up...The hour glass indicator is gone..couldn't tell if report was running or not.

Functionality

105

9/4/2008

Josie L Pesqueira

All Reports

Platform screen

User Interface

106

9/4/2008

Josie L Pesqueira

All Reports

Submit button

Functionality

107

9/4/2008

Josie L Pesqueira

All Reports

Totals label

What does this mean? Does this statement really mean: (for all items in this report) DMS info on IBM (sold by channel) This might be a duplicate of an issue I already submitted. If so, disregard. Why do I see DMS name and DMS numbers when the Channel Sold by = IBM? Issue for machine type = 7047, serial # = 001B92A.

User Interface

108

9/4/2008

Josie L Pesqueira

Hardware warranty exit

Data

Functionality

109

9/4/2008

Josie L Pesqueira

Summary & Detail reports

More Options screen

Provider Branch Office and Revenue Branch Office As you can see in red circle below, I chose to run this hw warranty exit report based on Provider/Revenue Branch office from the [more options] page., however when I go back to change the selections back to a different selection, the options have disappeared from the [more options]page Functionality Solution: 9/8/08 - Filters for Revenue Branch Office and Provider Branch Office need to be included in the More options screen for detail reports only. These 2 filters should not be in the Summary reports. Future Reqs. to address other screens, see Ref #102. Why do we have a Services Selection under this detail report at the "More Options" screen? This needs to be removed.

110

9/4/2008

Josie L Pesqueira

Detail Reports only

More Options screen Resolution: The Service filter will be removed from the More Options screen of all the detail reports only.

Functionality

111

9/9/2008

Josie L Pesqueira & All Reports Joellen Fabiani

Josie: Please correct the spelling of "Dec" . I found this while looking in the Hardware current MA detail report. I did not check all the reports but someone needs to review all the reports and assure the spelling is correct on all reports. Joellen: This is happening on the HW not on MA view as well. PW & IBM Flightdeck ? Report names (I will mock this up to ensure the names fit in the tabs) HW2 report should be renamed to: 'HWMA contracts'. HW3 report should be renamed to: 'HWMA contracts & warr exit'. SW2 report should be renamed to: 'SW contracts'. SW3 report should be renamed to: 'SW contracts & initial SWMA exp'. Remove service start date column. Remove contract pending column. Remove service end date column (shown on details page only).

User Interface

112

9/9/2008

Josie L Pesqueira, Joellen Fabiani, HW2, HW3, SW2, SW3 Jimmy Taylor

Report names

Functionality

113

9/9/2008

Josie L Pesqueira, Joellen Fabiani, HW1 Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, HW1 Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, HW2 Jimmy Taylor

Remove columns

Functionality

114

9/9/2008

Remove columns

Remove contract pending column.

Functionality

115

9/9/2008

Remove columns

Remove product ID column. Remove product model column.

Functionality

116

9/9/2008

Josie L Pesqueira, Joellen Fabiani, HW3 Jimmy Taylor

Remove product ID column. Remove product model column. Report description should be changed to: This report identifies machines exiting warranty and machines exiting MA contracts. Remove/Rename columns 'Contract #' column should be renamed 'Contract / warranty', and any records Functionality pertaining to warranty should display the value 'warranty'. 'Service start date' column should be renamed 'Start date'. 'Service end date column should be renamed 'End date'.

117

09/0908

Josie L Pesqueira, Joellen Fabiani, HW3 Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, HW4 Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, SW1 Jimmy Taylor

Column mapping

PR needs to be logged - To fix the service start date and service end date mapping for warranty opportunities. Start date should map to install date, and end date should map to warranty exit date.

Functionality

118

09/0908

Remove column

Remove service start date column.

Functionality

119

09/0908

Remove/Rename columns

Remove 'service contract pending' column. Change 'Machine description' column name to 'Service element'.

Functionality

120

9/8/2008

Josie L Pesqueira, Joellen Fabiani, SW1 Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, SW2 Jimmy Taylor

Data

Why does "Yes" exist on service contract pending column.

Functionality

121

9/8/2008

Rename column

Change 'Machine description' column name to 'Service element'.

Functionality

122

9/8/2008

Josie L Pesqueira, Joellen Fabiani, SW3 Jimmy Taylor

Remove 'service contract pending' column. Change 'Machine description' column name to 'Service element'. Remove/Rename columns Change 'Contract #' column name to 'Contract / initial SWMA', and any records pertaining to initial SWMA should display the value 'Init SWMA'.

Functionality

123

9/8/2008

Josie L Pesqueira, Joellen Fabiani, SW4 Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, ServicePac Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, ServicePac Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, ServicePac Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, ServicePac Jimmy Taylor Josie L Pesqueira, Joellen Fabiani, ServicePac Jimmy Taylor

Remove 'service contract pending' column. Change 'Machine description' column name to 'Service element'. Remove/Rename columns Remove 'install date' column. Remove 'warranty exit date' column. Report menu - ServicePac needs to become part of the 'Hardware reports' category. Tabs - ServicePac should be moved after HW4 in the tab order. Need to understand why service coverage data is not being shown in this report, Servicepac.

Functionality

124

9/8/2008

Servicepac report

Functionality

125

9/8/2008

Servicepac report

Functionality

126

9/8/2008

Servicepac report

Need to know why the machine description is always showing unknown on the Servicepac reports

Functionality

127

9/8/2008

Servicepac report

Need to understand why service coverage data is not being shown in this report, Servicepac. <Copied from Flightdeck; test in both>.

Functionality

128

9/8/2008

Servicepac report

Need to know why the machine description is always showing unknown on the Servicepac reports. <Copied from Flightdeck; test in both>.

Functionality

129

9/8/2008

Josie L Pesqueira

Contract Summary report

New columns

Add 2 columns that will include "signing customer name/signing customer number to the Contract Summary report: It is confirmed that this data is already available in the feed from the source - Contract Summary report

Functionality

130

9/8/2008

Josie L Pesqueira

Contract Summary report 1 & 2

Rename columns

Existing column names for "Signed customer name" and "Signed customer #" will be renamed to "Installed Customer name" and "Installed Customer Functionality number" respectively.

131

9/8/2008

Josie L Pesqueira

Contract Summary report 1 & 2

Rename columns

Existing column names for "Signed customer name" and "Signed customer #" will be renamed to "Installed Customer name" and "Installed Customer Functionality number" respectively. <Copied from Flightdeck>. When navigating from the Detail reports tab to the Summary reports tab, there is a vertical scrollbar in the MTS Scorecard report on the right hand side that needs to be removed. When navigating from the Detail reports tab to the Summary reports tab, there is a vertical scrollbar in the MTS Scorecard report on the right hand side that needs to be removed. <Copy from Flightdeck>. User Interface

132

9/8/2008

Joellen Fabiani

Available MA Scorecard

Tab navigation

133

9/8/2008

Joellen Fabiani

Available MA Scorecard

Tab navigation

User Interface

134

9/12/2008

Joellen Fabiani

All detail & summary reports

SP1/Distributor

I just logged onto the test20 site and clicked on the SP1/Distributor dropdown and as you can see below I have many more options available and Functionality I already pinged John Lee and he had the same thing happen to him and he's investigating. I wanted to make sure that this was logged. Peter please log. I tried pulling a report based on the following filter criteria and have received "NO Data found". - Initial SWMA Expirations. - 1yr - Sept 08 thru Aug 09 - All sales Channel - i/p/x Series - 20K rows. When choosing these specific platforms (Bank, iSeries, pSeries, xSeries, zSeries, Network, Other) data is not being retrieved back in the report Flightdeck issue. I'm Initial SWMA Expirations, Sales Channel Sold by I selected Business Partner, but in the screen shot below it is blank. Can you log this as an issue? Need more info on specific sequence of steps, we could not reproduce. User Response in next Ref # below.

135

9/15/2008

Josie L Pesqueira

Initial SWMA expirations (attach)

Data

Functionality

136

9/15/2008

Joellen Fabiani

Initial SWMA expirations (attach)

Filter persistence

Functionality

137

9/15/2008

Joellen Fabiani

Initial SWMA expirations (attach)

Screen refresh

Flightdeck issue: I closed my IE browser and opened a new one and now the Business Partner selection is showing. I clicked on more options and selected Avnet, Inc 8417924 and clicked on submit. Nothing happened after that - it did not appear as though it was going out & obtaining any data, the Functionality little hand was not present on the screen in order for me to click on submit again. I did click on submit several times but nothing has happened since. Is there something going on with FD that we're not aware of?

Josie: Peter, is the system down or is it just me..I have been trying to get in all morning and I keep getting an error message. Did someone disable my access? 138 9/15/2008 Josie L Pesqueira, All Reports Joellen Fabiani, System Access error Joellen: Where is the communication from the MCLM development team letting us know the system status? Is it stable? I cannot stress enough we need a system status communication on a daily basis once we get external users on board. PROD - System error when accessing Flightdeck & PW in UAT environment. Peter - MCLM more closely matches Total View for the Arrow (6861724) ServicePacs summary below but there are still data integrity issues throughout the report. Sample mismatches are shown below. The reports should be identical. Total View shows Cumulative Opportunity at $2,840.4K. MCLM shows $2,846.8K -- mismatch Total View shows 7,245 Total Items. MCLM shows 7,305 Total Items per month -- mismatch Total View shows 63 distinct customers for 200801. MCLM shows 97 customers for Jan 08 -- mismatch Total View does not show Contracts. MCLM does -- mismatch Total View shows a Load Date of 2008-09-05. MCLM shows 22 Aug, 2008 -mismatch 139 Jimmy Taylor MTS Scorecard, Warranty Exit Data Relationships I will send you the same comparison for Arrow Warranty Exit. Thanks. Next Email: Peter - we have issues with Warranty Exit similar to ServicePacs. Sample mismatches are shown below. The reports should be identical. Total View shows Cumulative Opportunity at $10,092.8K. MCLM shows $11,073.8K -- mismatch Total View shows 14,545 Total Items. MCLM shows 18,066 Total Items per month -- mismatch Total View shows 286 distinct customers for 200801. MCLM shows 386 customers for Jan 08 -- mismatch Total View does not show Contracts. MCLM does -- mismatch Total View shows a Load Date of 2008-09-05. MCLM shows 22 Aug, 2008 -- mismatch. Functionality Functionality

TEST20 - response is EXTREMELY slow in returning results: HW warranty exit - Sept2008-Sept2008 - Avnet only It took 11 minutes to return results - No data was found, etc whereas in Flightdeck it took 10 seconds to return results - No data was found, etc. HW expired ma - March 2008-March2008 - Avnet only Test20 took 14 minutes to return results - which was 558 rows of 558 rows FD took 13 minutes to return results which was 558 rows of 558 rows Performance As you can imagine these response times are unacceptable and we need to get underneath why it's taking so long to return results. I could somehow make sense if it was returning over 20,000 rows of data but as you can see from the above results it is significantly less than that. I am connected via DSL through AT&T Net Client and have no other connectivity issues going on that would impact response time. Logged as an issue only since ETL was running throughout the day. 141 10.07.08 Josie L Pesqueira Summary Reports only Filter The Summary reports are still missing the Revenue/Provider Branch offices. When will those be loaded? I checked all of them. Content Other

140

9/17/2008

Joellen Fabiani

HW warranty exit & HW expired ma

142

10.07.08

Josie L Pesqueira

MTS Scorecard

More Options screen

More Options: Filter Criteria goes away. When searching by Enterprise name (State of California) as an example, when I go to "other options" and click the SUBMIT button from that Functionality page, the filter criteria selected on main page goes away. See Steps 1-4. On Step 5, the tool behaves differently. (I would say that the tool should behave the same regardless of which page I click the SUBMIT button from

143

10.08.08

Josie L Pesqueira

All Reports

Export

The number rounding appear to be inconsistent with what is showing in the MCLM screens VS the report outputs

Content

All Reports 1 Summary Reports only 2 Detail Reports only 3 Available MA Scorecard 4 Available MA by service Solution Providers Customers Hardware warranty exit HW current / non-expired maintenance agreenments HW expired maintenance agreement

A B C

Content Functionality User Interface Other

New HW not on maintenance agreement Initial SWMA expirations (attach) SW current / non-expired maintenance agreements SW expired not on maintenance agreement ServicePac Provide feedback MTS Scorecard

PR
Status of Issue
Work in Progress

Sev
4 3

Priority
C B

Date Assigned
8/18/2008 8/18/2008

Developer Assigned
Jerzy Jerzy

Flightdeck (IBM Internal)

X X

PartnerWorld (External)

Publish Date FVT

Internal Test Status FVT

Publish to UAT UAT Re-Test Date

PR -HN25F
Duplicate of Ref #4 below.

8/19/2008

Pass

08/19/08

8/22/2008

Future Reqt.

9/8/2008

Pat

PR -HN4QB

8/18/2008

Jerzy

9/9/2008

Pass

9/9/08

PR -H7LY3 PR -HN3CU PR -HPU52 PR -HN3HR PR -HN42E

8/18/2008

Jerzy

9/25/2008

Pass

9/26/08

8/18/2008

Jerzy

8/19/2008

Pass

08/19/08

8/22/2008

8/20/2008

Jerzy

8/21/2008

Fail

8/18/2008

Jerzy

8/18/2008

Pass

8/19/08

8/20/2008

8/18/2008

Jerzy

8/18/2008

Pass

9/3/08

PR -HN44B

8/18/2008

Jerzy

8/18/2008

Pass

08/18/08

8/20/2008

PR -HN47U PR -HN4AY PR -HN4G7

Works as designed - CLOSED

2 2 2

B B B B

8/18/2008 8/18/2008 8/18/2008

Jerzy Jerzy Jerzy X

X X X

8/18/2008 8/18/2008 8/18/2008

Fail Pass Pass 9/3/08 9/3/08

PR -H8MDY

8/18/2008

Jerzy

9/4/2008

Pass

9/08/08

9/9/2008

PR -HNS9T Enhancement

8/18/2008

Jerzy

9/25/2008

Pass

9/26/08

PR -HNSEE

8/18/2008

Jerzy

8/21/2008

Pass

8/21/08

9/2/2008

PR -HPTWC

8/20/2008

Jerzy

8/20/2008

Pass

9/3/08

N/A

PR -HPV2H

8/20/2008

Jerzy

PR -HQJYB

8/21/2008

Jerzy

8/21/2008

Pass

8/21/08

9/2/2008

PR -HPULR

8/20/2008

Jerzy

8/25/2008

Pass

08/25/08

8/28/2008

PR -HPSUJ PR -HQLYP PR -HQM9M PR -HQMBK

2 2 2 2

A A B B

8/20/2008 8/20/2008 8/21/2008 8/21/2008

Jerzy Jerzy Jerzy Jerzy

X X x X

8/26/2008 9/3/2008

Fail

10.07.08

PR -HQMQ3

8/21/2008

Jerzy

9/1/2008

Pass

9/08/08

9/9/2008

PR -HQNEA

8/21/2008

Jerzy

9/9/2008

Pass

09/09/08

9/9/2008

PR -HQNQ5

8/21/2008

Jerzy

8/26/2008

Pass

9/08/08

N/A

PR -HR4A3

8/21/2008

Jerzy

PR -HR4E6

8/21/2008

Jerzy

PR -HR4XR

8/21/2008

Jerzy

PR -HR4V5

8/21/2008

Jerzy

10.08.08

Closed - Issue Resolved; Export works ok now.

PR -HRGUN

8/22/2008

Jerzy

Future Reqt.

8/22/2008

Pat/Pam

PR -HSUSC

8/23/2008

Jerzy

9/25/2008

Pass

9/26/08

PR -HSV4H

8/23/2008

Jerzy

9/4/2008

Pass

9/08/08

9/9/2008

PR -HT24N

8/23/2008

Jerzy

10.08.08

PR -HT2D6

8/23/2008

Jerzy

PR -HT2M3

8/23/2008

John Ryan

N/A

N/A

Duplicate of Ref #22

8/25/2008

Pass

08/25/08

8/28/208

Future Reqt.

8/22/2008

Pam / Pat

PR -HT2V8

8/23/2008

Jerzy

8/27/2008

Pass

9/3/08

9/4/2008

PR -HT3BG

8/23/2008

Jerzy

PR -HT3DP

8/23/2008

Jerzy

PR -HT3JT

8/23/2008

Bih

8/28/2008

Closed / Pass

N/A

N/A

PR -HT45Z

8/23/2008

Jerzy

10.07.08

Future Reqt.

Issue

Duplicate of Ref #23,24.

Future Reqt.

8/22/2008

Pat

Issue - Closed as per Ref#55.

PR -HV5Q8

8/25/2008

Jerzy

10.07.08

PR -HV5ZG

8/25/2008

John Ryan

CLOSED as per 4pm call on 8/25/08.

Closed - Issue has not been duplicated.

PR -HVRY9

8/26/2008

Jerzy

PR -HV6QY

8/25/2008

Future Reqt.

8/25/2008

Pat

Works as designed CLOSED

PR -HUT2U

8/25/2008

Jerzy

10.07.08

PR -HUT5N

8/25/2008

Jerzy

9/1/2008

Pass

9/08/08

N/A

PR -HV6BV

8/25/2008

John Ryan

PR -HVHJB

8/25/2008

Jerzy

8/25/2008

Pass

9/3/08

9/9/2008

PR -HVTBU

8/25/2008

John Ryan

PR -HRGUN

8/22/2008

Jerzy

PR -HVSCA

8/25/2008

Jerzy

8/27/2008

Pass

08/27/08

8/28/2008

PR -HVSGE

8/25/2008

John Ryan

Closed - no issue

PR -HVSV9

8/25/2008

Jerzy

PR -HVS2C

8/26/2008

Jerzy

9/15/2008

Pass

9/18/08

N/A

PR -HWQCE

8/27/2008

Jerzy

9/25/2008

Pass

9/26/08

PR -HWQRB

8/27/2008

Jerzy

9/11/2008

Pass

9/14/08

N/A

PR -HWMS3

8/27/2008

John Lee

9/12/2008

Pass

9/14/08

PR -HWRMP

8/27/2008

Jerzy

PR -HWRKZ

8/27/2008

Jerzy

10.08.08

PR -J23KU, PR -J23TJ

8/29/2008

Jerzy

9/9/2008

Pass

9/9/08

9/10/2008

PR -J2483 - Pass, PR -J2432 resubmitted (wait on this also)

8/29/2008

Jerzy

PR -HZVW4

8/29/2008

Jerzy

9/15/2008

Pass

9/18/08

PR -HZVZ5

8/29/2008

Jerzy

9/25/2008

Pass

9/26/08

PR -J228T

8/29/2008

John Ryan

Future Reqt.

8/28/2008

Pat

PR -J22JE

8/29/2008

Jerzy

PR -J22T8

8/29/2008

Jerzy

9/4/2008

Pass

9/08/08

9/9/2008

PR -J4TDX

9/2/2008

Douglas

Future Reqt.

9/2/2008

Pat

Future Reqt.

9/2/2008

Pat

Future Reqt.

9/2/2008

Pat

PR -J5MCF

9/2/2008

John Lee

9/10/2008

Pass

9/10/08

Issue

PR -J7PVU

9/4/2008

Douglas

10.07.08

PR -J7Q3X

9/4/2008

Douglas

10.07.08

PR -J7QE4 PR -J7QJB PR -J6SQH PR -J6SS4

9/4/2008

Douglas

10.07.08

9/4/2008

Douglas

2 2

B B

9/4/2008 9/4/2008

Douglas Douglas

X X

9/8/2008 9/8/2008

Pass Pass

9/14/08 9/14/08

9/15/2008 9/15/2008

PR -J6SV4 PR -J6SWS

9/4/2008

Douglas

9/11/2008

Pass

9/14/08

9/15/2008

9/4/2008

Douglas

9/11/2008

Pass

9/14/08

9/15/2008

PR -J7RE7

9/4/2008

Douglas

PR -J7RQM

9/4/2008

Douglas

PR -J6UZP

9/4/2008

John Ryan

Future Reqt.

9/5/2008

Pat

Issue

Duplicate of Ref #45,46

PR -J936J

9/5/2008

Douglas

9/25/2008

Pass

9/26/08

PR -J938Q

9/5/2008

Douglas

Duplicate of Ref #32, 33

PR -J93B8

9/5/2008

John Ryan

Duplicate of Ref #5

PR -JAMJW

9/8/2008

Douglas

9/11/2008

Pass

9/14/08

PR -J6T5Y

Future Reqt.

9/9/2008

Pat

PR -JCNAC

9/9/2008

Douglas

9/11/2008

Pass

9/14/08

PR -JCNCU

9/9/2008

Douglas

10.07.08

Future Reqt.

9/9/2008

Pat

Future Reqt.

9/9/2008

Pat

PR -JC27Y

9/9/2008

John Ryan

Future Reqt.

9/9/2008

Pat

Future Reqt.

9/9/2008

Pat

PR -JC2AA

9/9/2008

John Ryan

Future Reqt.

9/9/2008

Pat

Future Reqt.

9/9/2008

Pat

Future Reqt.

9/9/2008

Pat

Future Reqt.

9/9/2008

Pat

PR -JCQKT

9/9/2008

John Ryan

PR -JCQV7

9/9/2008

John Ryan

PR -JCQQB

9/9/2008

John Ryan

PR -JCQWX

9/9/2008

John Ryan

Future Reqt.

9/9/2008

Pat

PR -JBSWC

9/9/2008

Douglas

9/11/2008

Pass

9/14/08

PR -JBSY4

9/9/2008

Douglas

9/11/2008

Pass

9/14/08

N/A

PR -JCGZN

9/9/2008

Douglas

10.07.08

PR -JCH6H

9/9/2008

Douglas

9/25/2008

Pass

9/26/2008

PR -JEJJJ

9/12/2008

Jerzy

PR -JJK3N

9/16/2008

Douglas

9/17/2008

Pass

9/18/2008

PR -JKTZC

9/17/2008

Douglas

9/25/2008

Pass

9/26/2008

PR -JKU59

9/17/2008

Douglas

PR -JHLTE

9/15/2008

Dev Team

PR -HPSUJ

8/20/2008

Jerzy

Issue

Issue

PR -K8NW6

10.08.08

Jerzy

PR -K8PLU

10.08.08

Jerzy

PR Retest
UAT Test Status Pass/Fail Comments

Pass

#2 PR - I have tested successfully the following PR and it is working now according to my request. You can close this PR.

Pass

#7 PR - I have tested successfully the following PR and it is working now according to my request. You can close this PR.

Pass

Item #9 (tested and results were as I requested) I reviewed all the Summary reports and saw the enhancement on all Summary Repots.

Pass

As per Joellen - I reran Ref #11 and it is now reflecting the correct report type in the subject line of the email being sent from the MCLM server. It is considered successful and closed.

Pass

Peter: #16 below can be closed...I no longer see this option in the formated xcel as an option.

Pass

These three TPRs (9-18) can be closed...I have retested and have received the expected results.

N/A

This is a copy of Ref #8 - CLOSED after publish to UAT.

Pass

These three TPRs (9-18) can be closed...I have retested and have received the expected results. Peter, I have retested the following TPR 22, 42 using several date ranges and in all cases I was able to receive the data. You can close these issues 22, and 42.

Pass

Being tested internally; several pr's have been raised in FVT.

Pass

Item 27 worked correctly on Flightdeck today. Thanks.

part 2 of Ref item 28 tested OK this morning. I will not be able Blocked due to ETL, to confirm the accuracy of part 1 until the current ETL load waiting to test updates are complete.

N/A

This is a copy of Ref #28 - CLOSED after publish to UAT.

Pass

#38 can be closed....I see where the changes have been made to have the Services Greyed out and default shows "All".

N/A

Peter A. 9/9/08 - New pr's raised for this issue (PR -JBSWC,PR -JBSY4) as well as a future reqt. See Ref #12,130,131. This specific issue is now closed.

Pass

Peter, I have retested the following TPR 22, 42 using several date ranges and in all cases I was able to receive the data. You can close these issues 22, and 42.

Pass

Peter - Ref# 44 has been tested both in Flightdeck and PartnerWorld. The item is functioning correctly this morning. Thanks.

N/A

Closed as per Bih's explanation which was discussed with user team.

N/A

This is a copy of Ref #61 - CLOSED after publish to UAT.

Pass

This one can be closed...I am now able to get data using the same test.

Pass

I have retested issue #67 and it is now working as expected... You can close this issue now.

N/A

This is a copy of PR -HVRY9, Ref #57 - CLOSED after publish to UAT.

N/A

This is a copy of Ref #72 - CLOSED after publish to UAT.

Pass

Item 77 tested OK this morning. Thanks.

Fail

Fail because of outstanding issue as per Jimmy Taylor - I'm still unable to select Logicalis as both an SP1 and an SP2. The first print screen below shows how I can select Logicalis as an SP2. The second print screen below shows that when I select Logicalis as an SP1, my previous SP2 selection is reset leaving only Unknown SP2 selection options -- this does not work.

Pass Pass

Pam - 9/15/2008 - verified in production - fixed Pam - 9/15/2008 - verified in production - fixed

Pass

Pam - 9/15/2008 - verified in production - fixed

Pass

Pam - 9/15/2008 - verified in production - fixed

N/A

This is a copy of PR -JBSWC, Ref #130 - CLOSED after publish to UAT.

There was an issue with userid 'mclmrpt'. Issue fixed, access to UAT is possible.

10.08.08 - Pam to drive with Josie To review on the 11:00 AM. Document WHY? See Ref #5

First page to be persisted from the Main to More options It was suggested a custom More options screen is needed for each report

Export to look exactly the same as report screen.

All Reports Available MA Scorecard Available MA by service Solution Providers Customers Hardware warranty exit HW current / non-expired maintenance agreenments HW expired maintenance agreement New HW not on maintenance agreement Initial SWMA expirations (attach) SW current / non-expired maintenance agreements SW expired not on maintenance agreement ServicePac Provide feedback