We think you have liked this presentation. If you wish to download it, please recommend it to your friends in any social system. Share buttons are a little bit lower. Thank you!
Presentation is loading. Please wait.
Published byKaylin Addicott
Modified about 1 year ago
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 1Prepared for AT&T Mobility Vendor Onboarding Overview Prepared for: AT&T Mobility Vendors Due to the competitive nature of this document, the information contained within is considered to be of a proprietary and confidential nature and shall not be copied, printed or otherwise reproduced without the express written permission of CBRE.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 2Prepared for AT&T Mobility CBRE & ATT Vendor Partnership Objectives Delivery of improved overall service delivery and quality Performance of service providers is key to the AT&T service delivery Meeting service delivery times Value creation – Savings Initiatives Service delivery innovation & best practice suppliers Protection of the the AT&T Mobility brand & Management of exposure to AT&T
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 3Prepared for AT&T Mobility Vendor Work Order Process 1
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 4Prepared for AT&T Mobility Vendor Work Order Process Receive new WO alert Accept WO? Reject via reply or Work Track Accept via reply or Work Track Enter ETA & start WO in Work Track IVR In upon store arrival NTE enough? Submit quote for approval in Work Track Quote Approved? Complete WO in Work Track Add’l Maintenance Needs? Call Helpdesk to create child WO Y N Y N Y N Y N Get store manager signature & UID on WO Fax signed WO Field Work Accounting Submit Invoice: price items, taxes & repair code in Work Track Invoice Accepted? Y N Receive lump sum payment authorization from MasterCard (Thursday) View invoice payment detail in Work Track (Tuesday) IVR Out upon store departure
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 5Prepared for AT&T Mobility Work Order Network 2
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 6Prepared for AT&T Mobility AT&T/CBRE Priority Codes Priority Max Response Targets (on site) Completion Target Time Emergency/P1Less than 4 hoursLess than 8 hours Urgent/P2Less than 12 hoursLess than 24 hours Expedited/P34 Calendar Days9 Calendar Days Routine/P47 Calendar Days15 Calendar Days Scheduled/P530 Calendar Days38 Calendar Days All Work must be completed by the response times indicated below. The clock begins running when the work order (WO) is dispatched and ends when the work order is closed out in the WON system. The priority code is indicated on the top right of the ed WO and the completion time is listed within the WON.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 7Prepared for AT&T Mobility Checking in to Begin Work/IVR To begin work it is a requirement to check in and check out when starting and completing a job. You can use the IVR tool, the Check In/Check Out app from your smart device, or have your back office log into the WON and use the tool. For more information on using the Check In/Check Out Tool, please visit If the tech must leave the store before completion of the WO to obtain a part, the work order should be paused by using the GPS Check- In/Check-Out or the IVR has a pause option that can be selected.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 8Prepared for AT&T Mobility Emergency/P1 Work Orders If your team members do not have tablets or PDAs your home office should be contacted to make any required adjustments in the system. P1 Emergency work orders must be updated within WON to keep AT&T informed of the WO status. For P1 Emergency WO’s, s are sent out every 5 minutes and stops at 10 s or once the work is accepted or rejected. If not accepted within the hour, the automatic s stop and work is reassigned. The after hours contact information for dispatch on P1 and P2 Emergency should be updated within WON by logging into the WON system and changing your profile information. Please make these changes every time there is any changes. All P1Emergency WO should have initial phone contact. For Emergency work orders requiring an NTE increase please call the AT&T Retail helpdesk.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 9Prepared for AT&T Mobility WON Adding Contact Information and Attachments Adding Multiple Addresses Edit the “Primary User” Add addresses to the “Alternate Address” Field Uploaded Attachments on Work Order Only the customer can see the submitted attachment
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 10Prepared for AT&T Mobility Redirecting WO To redirect a WO contact the AT&T Retail Help Desk at If you are unable to perform work on a WO it may need to be rejected or redirected. The AT&T Retail Help Desk will help you evaluate the issue and get the WO resolved. If a WO is recalled and a vendor has already been dispatched vendor may invoice for trip charge and any hours worked prior to rejection.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 11Prepared for AT&T Mobility WO Description of Work Work Order requests two services Survey Proposal Every work order received requires investigation, pricing and completion of work. Check in at site If work can be completed with the NTE complete and check out If there is a need to leave the site to generate a quote that time is not considered labor. Place the work order on hold until NTE is approved and work begins.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 12Prepared for AT&T Mobility Completed Work Orders Fax completed work order in on the same day the service call is completed. Completed work orders can also be scanned and uploaded using the attachment process. Work Order completed –No charge Close work order Send a $0.00 invoice Work Orders received after the due date Contact CBRE/AT&T helpdesk request the due date be changed
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 13Prepared for AT&T Mobility Quotes & NTE 3
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 14Prepared for AT&T Mobility Quotes & NTE Approvals If approved, vendor may commence work at approved amount and close out WO once complete. If NTE is not approved vendor will receive a call indicating a cancellation of WO and work will be reassigned. Once loaded the appropriate person on the CBRE and/or the AT&T team will review and approve the quote. If more information is needed to support the quote an is sent to the vendor to request information. Quote Submitted by Vendor Through WON System Work Evaluated by Vendor and Exceeds NTE Amount Work Order Received by Vendor
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 15Prepared for AT&T Mobility Quotes & NTE Approvals-Cont’d All quotes that are submitted for an NTE must be backed up by site investigation. All initial charges incurred prior to the request for NTE will be paid even if the additional repair quote is rejected. The technician is able to charge 30 minutes labor for wait time while the job is paused. For Emergency work orders or when a tech is onsite and can complete repairs without additional trip charges being incurred, please call the AT&T Retail Helpdesk to submit quote for approval. (Vendor must still submit the quote in WON for approval in order to invoice. In event that the NTE is not approved, vendor will be able to invoice for time on site. All invoices must be entered into the WON system.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 16Prepared for AT&T Mobility NTE Approvals Do’s Do quote work that exceeds NTE prior to beginning work. In some cases, for high priority work orders, a quote may be discussed and approved verbally, but will need to be followed up with an official quote as soon as possible. Do pause WO to get additional materials. If the materials must be ordered or are on backorder and this will affect the work getting completed by the due date, place the WO on hold and update the system with notes. Do call the Helpdesk immediately and state that you need an urgent NTE increase approval. This will keep from having to pay for another trip charge and save AT&T money. Do contact the helpdesk if NTE has not been approved within one hour of receipt of P1 Emergency WO call the ATT retail Helpdesk at Do contact the store directly if you are unsure of store hours. Do place log notes in the WO daily if the work is in progress Don’ts Don’t proceed with work if the NTE has not been approved. Don’t submit an invoice above NTE without an approved quote. Don’t proceed with any work or repairs at a site without a WO number. Don’t complete the WO in WON if the work has not been 100% completed. Don’t over communicate with the store if you are unsure of the problem or length of time to obtain NTE approval.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 17Prepared for AT&T Mobility NTE When a vendor submits a quote the work order will automatically be flagged. The NTE can not be changed onsite-it must go through the quote process. If a second quote is needed for additional materials, the vendor will need to contact the AT&T Retail helpdesk and request CBRE/AT&T to reject the approved quote. This will open up the Quote feature and the vendor can submit a revised quote. If a work order is received and has a $0.00 NTE this signifies that CBRE/AT&T expect that the work is under warranty. The NTE is a pre-determined amount that CBRE/AT&T assigns based on the work specialty. Quotes can only be submitted if the vendor has an open work order.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 18Prepared for AT&T Mobility Invoicing Process 4
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 19Prepared for AT&T Mobility Invoice Process In order to submit an invoice work must be marked as complete within WON (including work category and repair category please refer to the user manual for instructions). Vendor The signed proof of service is then uploaded to WON by vendor. Proof of service is required to authorize payment. Vendor then inputs the invoice information in for processing. Vendor CBRE receives invoice to authorize for payment. Authorization is completed and invoice is exported to Accounting in batches. Each batch is reviewed and sent to VCA. From receipt of invoice payment typically takes 30 days. CBRE If there are questions related to invoice status first review the status in the WON. For additional questions related to payment please
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 20Prepared for AT&T Mobility Invoicing Invoices can not be submitted without a completed WO and completed Work Category within the WON system.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 21Prepared for AT&T Mobility Invoice Exception If a WO does not require payment please complete the WO as normal and submit an invoice for $0. This will allow CBRE to close out the WO and Invoice process within WON.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 22Prepared for AT&T Mobility Invoices/Payments-Frequently Asked Questions Q: Do we only need to attach the hard copy of the invoice or do you require more documentation. A: All invoice detail shall be provided in the WON system. Scanned copies of receipts for material purchases and other expenses should be included as an attachment to the invoice. Q: We invoice once a month so if a job exceeds one month do you give us a new work order for the additional invoices that we need to be billed? A: Work orders must be completed and store personnel signature form received by WON before an invoice can be submitted. Q: After invoice is in Complete Authorized what does "take payment " mean up in the left corner? Are we supposed to click that in order to get paid? A: You do not need to click that to get paid. Q: Is there an ability to do bulk invoicing as we do over 300 pm WO#s per month. A: Bulk invoicing is available. Please us at if interested. Q: What do you do if you have submitted a invoice and need to make changes to it? A: You will need to contact AT&T Retail helpdesk and ask them to dispute the invoice. This will open it back up for you to edit. Q: What is the Take Payment button for on the invoice screen. A: If you wish to notate the payment has been received, this will allow you to do so. When the process that Chip described is in place, this will be filled in automatically. Q: Also is this CITI BANK payment a "Credit Card" A: So that the vendor can process the authorization number from the VCA. There isn't an onboarding process. Each vendor manages this with their bank or credit card company. Q: How to setup the citi card for receive payment? A: Please reach out to your bank about getting set up to receive credit card payments. Alternatively you can look to PayPal or Intuit. Q: Can we get paid direct deposit, A: No. The VCA program is AT&T's required method of payment. Q: When submitting an invoice for payment I received an from CBRE saying it was accepted. I have submitted several more invoices since and have not received an "Accepted" . Is this customary to receive an accepted ? A: You should be able to see them in the accepted status in Work track.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 23Prepared for AT&T Mobility Invoice Remittance informatio n Invoice remittance information will be accessible through the work order network in the near future. It is currently not available, we are working on integrating the two systems. We hope to have this completed by the middle of next week. Below is the process you will follow when the integration is complete. 1. When an invoice is paid, the work order will move to the “Completed-Paid” view. 2. After selecting an invoice, you will see the below on the right-hand side of it: 3. The “Payment” field is a link. Clicking the link produces the below.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 24Prepared for AT&T Mobility Virtual Credit Account Vendor Letter Payments remitted to vendors through VCA Program Suppliers must have capability to process/receive a credit card payment. Provide a secure address to CBRE-to receive notifications from MasterCard MasterCard is a secure which will require a password. The First time you receive the you will be prompted to setup a password. Suppliers will receive a new 16 digit card number each time a payment is issued. This will be ed to you directly from MasterCard and will be sent from
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 25Prepared for AT&T Mobility Insurance Requirements and Vendor Contracts 5
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 26Prepared for AT&T Mobility Certificates of Insurance and GRMS In an effort to strengthen CBRE’s risk management program and ensure that we are in compliance with federally mandated laws and regulations, CBRE has partnered with Global Risk Management Solutions (GRMS), a Supplier Screening and Certificate of Insurance tracking and management provider. GRMS is checking for the following items: Certificate(s) of Insurance Liens, Bankruptcies, Litigations Disadvantaged Business Certification Search Business Security Search W-9 Tax Form Collection & Verification Please contact the GRMS Support Center with any questions regarding the screening and insurance requirements at or
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 27Prepared for AT&T Mobility Insurance Requirements Insurance Limit Requirements General Liability Limits $1,000,000/$2,000,000 Auto Liability Limits $1,000,000 Umbrella Liability Limits $1,000,000 Workers Compensation –Each Accident $500,000 Each Disease $500,000 Disease Limit $500,000 Additional Insurance Requirements CBRE Inc., AT&T Services, Inc. and their respective affiliates, officers and employees must be added as Additional Insured's on General Liability policy. A waiver of Subrogation in favor of CBRE Inc., AT&T Services, Inc., and their respective affiliates, officers and employees under General and Workers Compensation policies. Insurer must have an A|M Best rating of A- and FSC Class VII or higher.
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 28Prepared for AT&T Mobility TERMS & CONDITIONS
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 29Prepared for AT&T Mobility Performance Evaluations 6
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 30Prepared for AT&T Mobility Performance Evaluation Criteria CBRE will evaluate supplier performance and the following factors will be considered : Cost per work order Work order completion Work order communication Hourly rate Rework Hours per work order Professionalism
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 31Prepared for AT&T Mobility Q&A 7
© 2013 CBRE | CONFIDENTIAL & PROPRIETARY | Page 32Prepared for AT&T Mobility CBRE HELPDESK For the convenience of our vendors the CBRE Helpdesk is available 24 hours a day 7 days a week. A Customer Service Representative can be reached at or send an to CBRE/AT&T CSR’s can only close out 1 work order per phone call. When a work order has been flagged, please wait 30 minutes prior to contacting the AT&T Retail helpdesk. (If you do not get a response) Who is the accounting contact for AT&T / CBRE WO’s for our region. For accounting related questions or issues, please send an to ATT- Who do I contact if I want to be set up as a vendor of have specific vendor related questions? For all questions specific to the CBRE process. Please send an to
© 2007 Eaton Corporation. All rights reserved. Supplier Invoicing North America Training Guide.
Concur Expense Training Presenters: Jasmin Hernandez.
1. To start the process, Warehouse Stationery (WSL) will invite you to use The Warehouse Group Supplier Electronic Portal and will send you the link to.
PROACTIS: Supplier User Guide Contract Management.
1 1 User Manual Purchase and Order Tracking on the SKF Giftzone.
Online Catalog Tutorial. Introduction Welcome to the Online Catalog Tutorial. This is the place to find answers to all of your online shopping questions.
How to obtain free access to Windows Store through DreamSpark and register in the Windows Store.
Your Guide. Table of Contents Welcome to MyChart…………………………….…..3 How to Sign Up………………………………… MyChart Homepage (navigating through MyChart)……...
Supply Chain ERP: Vendor Training Change is coming …. Change is Here!!!!!!!!!!
NITAAC Customer Support Phone: Website: NITAAC.nih.gov Customer Guide for using the electronic Government.
Internet Banking Standard and Standard-Hybrid Registration Intuit Financial Services University Internet Banking Certification Training.
Upay User Guide WELCOME TO UPAY This guide is aimed to help you to use the Upay website. To launch Upay you will need to navigate to
Click the “Add Team” button to create a brand new team. Click the “View Teams” button to view team’s you have already registered.
A presentation by Queen’s University Financial Services 1.
Accounts Payable Training Vendor Information & Voucher Preparation Revised 10/16/2014.
Five Steps in 5 Minutes Close deals faster, more easily, more often! 1.Start a Quote: Input deal amounts and review the available lease options 2.Create.
Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation.
PestPac Software. Leads The Leads Module allows you to track all of your pending sales for your company from the first contact to the close. By the end.
1 Working With Cash Advances Press F5 to begin the slide show. Slides will automatically advance. February 2014.
E-app Download & Agent Workspace. Laptop Presentation Training When an agent signs on e-app, if there are applications that he/she has completed and saved,
EProcurement Job Aid Requisitions & Receipts. Table of Contents Creating a Requisition Define Requisition Vendor.
ETravel Authorization / Reimbursement Overview SOLAR Financials x 6685 July 8, 2014.
1 Logging into the new PCard (PaymentNet) System: PAYMENTNET * Introduction * May use IE 8.0 or greater or Firefox * Do not.
Ver. 02/13/ Registration New Studies Continuing Reviews Amendments Reportable Events Tips & Tricks Questions 2.
Secretary of State Delbert Hosemann Uniform Commercial Code (UCC) Electronic Filing (E-filing) Web Address:
Students will go to In the top right hand corner the student will type in their package code in the box that says “Place.
BuyND Athletics e.Purchasing. Athletics Business Office - BuyND2 Login & Navigation Login https://solutions.sciquest.com/apps/Router/Login?OrgName=NDProd.
Tele’Ware Software Application. Helping you manage your clients….
Step 1: Go to https://www.enterprise.com/en/home.html https://www.enterprise.com/en/home.html 2/29/16.
Cuallet step by step guide. Step 1 From the Cuallet home page, click the “Sign Up Now” button. New user / Register.
Digital Gujarat Portal – Citizen User Manual. How Do I Open A Portal? Go to the URL :- Screen 1.1:-
Workers Comp Help Desk. The Workers Comp Help Desk is designed to provide the highest level of convenience and support for Industrial Carrier Professionals.
El Vis – Visman’s Electronic VISitor management system offers a module for Control of Contractors. The system is offered on a secure, maintained and controlled.
All Outreach Training Cards Requests will be submitted via the NEW ONLINE OUTREACH TRAINER PORTAL https://outreach.chabotosha.com https://outreach.chabotosha.com.
Copyright CovalentWorks Training Guide for Invoices MYB2B Powered by CovalentWorks.
Definitions, Enrollment, and Navigation User Guide.
Search Empower Engage Send Print Co-Brand With BusinessBuilder.
Upay User Guide WELCOME TO UPAY – CREATE YOUR ACCOUNT To launch Upay you will need to access with the following information:www.upay.co.uk.
Upay User Guide WELCOME TO UPAY This guide aims to help you use the upay website. You will receive a welcome from Wolfson College.
Application Process USAJOBS – Application Manager USA STAFFING ® —OPM’S AUTOMATED HIRING TOOL FOR FEDERAL AGENCIES.
Atrezzo Provider Portal Outpatient Case Creation July 2015 INTEGRATED CARE MANAGEMENT AND QUALITY IMPROVEMENT 1.
American Work ® Expense Reporting: End User Training.
Upay User Guide WELCOME TO UPAY This guide is aimed to help you to use the Upay website. You should receive a welcome from Upay.co.uk.
Administrator – Employee Overview September, 2011.
POLYCOM CONFIDENTIAL Polycom Quotes on Demand Tool Partner User Guide Version 1.1.
1 Work Orders. 2 Generating a Work Order There are two methods to generating a Work Order in the WYNNE STSTEM. First method: Option 11 – 12 – 13 * Open.
State of Kansas INF50 Excel Voucher Upload Statewide Management, Accounting and Reporting Tool The following Desk Aid instructs users on overall functionality.
CareCentrix Direct Training. | CareCentrix Direct Overview CareCentrix is very excited to introduce a new enhancement to our provider portal called CareCentrix.
Students will go to In the top right hand corner you will type in your package code in the box that says “Place Order.” Then.
The innovative payment website for parents and schools Parents Tour Rev: 16Mar12.
© 2017 SlidePlayer.com Inc. All rights reserved.