How to Import an MSDR BoM

MSDR BoMs are usually imported from Cisco (e.g., CCW-R).

Step 1: Import the BoM

• Go to the required opportunity and click on import BoM

• Select the inputs as shown in import box

• In BoM types, select Deal Registration MSDR

• Clicking on authenticate opens the login window to authenticate/verify Cisco profile. Login with your credentials to verify.

• Once verified, you can now upload deal registration file as shown.

When file is uploaded, click on Import BoM button to complete the BoM import of MSDR Deal registration.

Step 2: Validate MSDR Identification Fields

After import, verify:

• BoM Name contains “Modified Subscription”
• Record Type indicates MSDR
• Change Date is present
• MSDR COMPLETE flag = TRUE

Validate Key MSDR Fields Before Creating Quote

After import, review the following fields in the BoM: Change Date, Subscription Start Date, Subscription End Date, Remaining Term (Rounded and Unrounded) and Billing Frequency (Annual / Monthly / Prepaid)

Also verify:

Each item has a Change Type tag (Added / Removed / Modified / Price Change / No Change).

These values directly impact billing calculations.

How to Create a Quote from an MSDR BoM

Once validation is complete:

Step 1: Open the BoM

• Navigate to the imported MSDR BoM.

Step 2: Click “Create Quote”

• The system will prompt you to select an MSDR Quote Mode. If this BoM is to be part of existing quote, you can proceed with Open Existing Quote/Copy BoMs- Existing Quote.

Selecting MSDR Quote Mode

After creating the quote, we move to adding BoM and BoM items and quote editing. To do so, in Quote detail page:
Step 1: Select the Quote Mode

• Select Copy BoM to Quote Option to open PqW Console mode. 

• Select the BoM to copy BoM to quote or choose specific BoM items in next step.

• Click on Quick Add to Quote button or Copy BoM Items tab and you are prompted to choose one of the following modes. Each of these modes are discussed in detail below.
  • Aggregated Mode
  • Detailed Mode
  • Simple Mode

The selected mode determines:

• Column visibility
• Billing calculations
• Item selection behavior

Step 2: Save the selected mode and proceed to copying BoM items

• Choose the mode as shown and save

• Select the items as needed and click on Copy BoM items to quote button

• Click in Edit tab to proceed with Quote editing post items are added.

• Do the changes in quote as needed- pricing mode, discount calculations, and other editing operations.

MSDR Quote Modes

Working with MSDR Quote in Aggregated Mode:

Aggregated Mode focuses on overall billing impact rather than item-level comparison.

In this mode, the system summarizes the financial impact of subscription changes into consolidated billing values.

Step-by-Step Process: Aggregated Mode

Step 1: Create Quote from MSDR BoM

• Open the validated MSDR BoM
• Click Create Quote
• Select Copy BoM to Quote

Step 2: Select Aggregated Mode

When prompted to choose MSDR Mode:

• Select Aggregated Mode
• Click Save

Step 3: Copy BoM Items

• Notice that all items are auto-selected
• Item-level selection is disabled
• Click Copy BoM Items to Quote

Step 4: Open Edit Quote

• Navigate to the Edit Quote tab.
• This is where the difference becomes visible.

How the Quote Changes in Aggregated Mode

When the quote opens:

• Line-level previous vs delta columns are not shown.
• The grid appears simplified.
• Financial impact is displayed at a summarized level.

Instead of detailed line comparison, the system displays consolidated billing fields such as:

• New Customer Monthly Billing Amount
• New Customer Annual Billing Amount
• Remaining Term for Current Billing Cycle
• Due / Refund Amount
• Net Payable Amount
• Next Billing Cycle Payable Amount

The emphasis shifts from individual subscription lines to: “How much does the customer owe or get refunded?”

How Calculations Work in Aggregated Mode

The system calculates:

• Immediate payable/refundable amount for current billing cycle
• Net impact based on remaining term
• Future billing amount

These are derived from Change Date, Subscription End Date, Remaining Term and Billing Frequency. All items contribute to the final aggregated totals.

Billing cycle window:

• On Edit Quote Grid, click the clock icon (Modify Billing Cycle). 

• A window opens to manage Current Billing Cycle.

Fields:

Previous Amount : Money for a billing year that was previously agreed (before MSDR change).
New Amount (Calculated) = New Customer Monthly Billing Amount × remainingTermForCurrentBillingCycle

When to Use Aggregated Mode

Use this mode when:

• Customer wants a billing summary
• Finance needs net impact
• You are preparing invoice-level discussion
• Executive summary view is required

Working with MSDR Quote in Detailed Mode

Detailed Mode provides full transparency into subscription changes at the item level.

This mode is used when you need audit-grade visibility.

Step-by-Step Process: Detailed Mode

Step 1: Create Quote from MSDR BoM

• Open MSDR BoM
• Click Create Quote
• Select Copy BoM to Quote

Step 2: Select Detailed Mode

• Choose Detailed Mode
• Click Save

Step 3: Copy BoM Items

• All items are auto-selected
• Selection cannot be modified
• Click Copy BoM Items to Quote

Step 4: Open Edit Quote

• Navigate to the Edit Quote tab.
• The grid now expands significantly.

How the Quote Changes in Detailed Mode

For each item, you will now see: Previous Quantity, New Quantity, Delta Quantity, Previous Unit Cost, New Unit Cost, Delta Cost, Discount %, Margin %, Markup %, Monthly and Annual Billing values, Customer Extended Price

The grid becomes more detailed and comparison-focused.

Every subscription change is visible.

How Calculations Work in Detailed Mode

For each item, the system calculates:

• Original subscription value
• Updated subscription value
• Financial difference
• Billing impact for remaining term

This is the most transparent mode.

When to Use Detailed Mode

Use this mode when:

• Finance requires reconciliation
• Customer disputes pricing changes
• Internal audit is required
• Complex MSDR analysis is needed

Working with MSDR Quote in Simple Mode

Simple Mode focuses only on current subscription values.

Historical comparison is removed to simplify quoting.

Step-by-Step Process: Simple Mode

Step 1: Create Quote from MSDR BoM

• Open MSDR BoM
• Click Create Quote
• Select Copy BoM to Quote

Step 2: Select Simple Mode

• Choose Simple Mode
• Click Save

Step 3: Select Items Manually

Unlike other modes:

• Items are NOT auto-selected
• You must select required items
• Click Copy BoM Items to Quote

Step 4: Open Edit Quote

• Navigate to Edit Quote.
• The grid now appears simplified.

How the Quote Changes in Simple Mode

You will see: 

• Only new subscription values
• No previous values
• No delta columns
• No comparison fields

Important behavior:

• No Change items → Customer Extended Price = 0
• Price Change items → No delta view shown
• Only Added, Removed, and Modified items affect pricing
• The grid is cleaner and easier to manage.

What You Can Do in Simple Mode

• Select specific items
• Reduce clutter
• Quickly generate updated subscription

When to Use Simple Mode

Use this mode when:

• You only need updated subscription view
• Historical comparison is not required
• Quick re-quote is needed
• Deal complexity is low

Billing Frequency Considerations

MSDR calculations depend heavily on billing frequency.

Annual Billing

• In annual billing, the Billing cycle is 12 months and charges are calculated using remaining months in the current cycle.
• Annual amounts = Monthly × 12

Monthly Billing

• In this case billing cycle is 1 month and changes take effect from the next billing cycle.
• Current billing cycle impact is typically 0

Prepaid Billing

• Billing cycle = Entire remaining term
• Charges are prorated across remaining subscription duration

How Remaining Term Is Calculated

Remaining term is calculated by subtracting the change date from subscription end date, i.e. :

Remaining Term = Subscription End Date − Change Date

It is calculated in months.

• Remaining term is used to:
• Determine charges for current billing cycle
• Calculate future billing amounts

A common optimization for Remaining Term for Current Billing Cycle = Remaining Term % Billing Cycle 

Post- Mode Selection Workflow

After quote creation:

• Open the quote in Edit Quote
• Review auto-selected items
• Validate calculated billing values
• Apply bulk edits if required
• Apply grouping (if needed for presentation)
• Export quote (PDF/Excel)62

Summary: Choosing the Right MSDR Mode

What's Next

• Review item-level changes in Edit Quote
• Use Bulk Edit for pricing adjustments
• Apply Grouping to organize MSDR items
• Generate Summary Quotes for customer presentation

Conclusion

MSDR support in PqW enables accurate, flexible, and transparent handling of subscription changes. By combining:

• Cisco change tracking
• Precise term calculations
• Multiple quoting modes

Partners can confidently manage subscription modifications while maintaining billing accuracy and customer trust.