Introduction 

StrataVAR Partner Quoting Workspace (PqW) supports importing Cisco renewal Bills of Materials (BoMs) from Cisco Commerce Workspace – Renewals (CCW-R).

CCW-R quotes often contain very large volumes of line items, ranging from thousands to hundreds of thousands of records. Due to this scale, CCW-R imports follow a batch-based, non-interactive processing model that differs significantly from standard Cisco estimate or distributor BoM imports.

This article explains how CCW-R BoMs are imported into PqW, how batch processing is used to handle large renewal datasets, and how Customer Quotes are automatically created as part of the CCW-R import flow.

Why CCW-R Imports Are Different

CCW-R imports are designed specifically for large-scale renewal and subscription quotes.

Unlike standard BoM imports, CCW-R imports provide the following specialized capabilities:

• Batch-based Processing: CCW-R imports use asynchronous batch operations that can process hundreds of thousands of records without performance degradation.
• Automatic Customer Quote Creation: PqW automatically creates a Maintenance (Customer) Quote as part of the CCW-R import process.
• Quote Aggregation Support: Long renewal quotes can be aggregated based on multiple field values, reducing the number of quote lines presented to the end customer.
• Two-tier (2-tier) CCW-R handling: PqW can automatically process 2-tier CCW-R quotes by creating:
  • A summarized BoM and Quote (SMS)
  • A detailed BoM and Quote for internal reference

These capabilities ensure that large renewal datasets remain manageable, accurate, and ready for downstream pricing and validation.

Why This Is Needed & Where It Fits in the User Journey

Renewal and subscription-based deals require accurate handling of:

• Existing contracts
• Subscription terms
• Maintenance or service continuity

CCW-R BoM imports ensure that renewal-specific data is preserved and correctly structured before quote assembly.

This step typically occurs:

• After launching PqW, and
• Before adding BoMs to a Customer Quote for processing

When to Use CCW-R Import

Use CCW-R import when:

• The quote is based on Cisco renewals or subscriptions
• The BoM data resides in Cisco Commerce Workspace – Renewals (CCW-R)
• The renewal quote contains a large number of line items
• Maintenance continuity, subscription terms, or contract structures must be preserved

Common scenarios to use CCW-R imports include, Maintenance renewals, Subscription extensions or Contract co-term or continuation quotes.

Prerequisites

Before starting, ensure that:

• You have access to Salesforce org and PqW
• Cisco CCW-R integration is enabled for your org
• You are authorized to access CCW-R data

Step-by-Step: Importing a BoM via  CCW-R 

Step 1: Navigate to Opportunity or Project Detail Page to Access Import Functionality

• Log in to Salesforce Org.
• Navigate to the relevant Opportunity and click on Import BoM button.

• For Non Salesforce integration, login and go to project tab and click on import button.

Step 2:  Open BoM Import Tab

• Import BoM tab opens up where you need to select the source (supplier), mode of import, profile and type of BoM.
• This tab will display most recently used import configuration on top. If CCW-R is mentioned, you can click on Use button for the same. Else, you need to fill in the required fields to allow import.

Step 3: Select Mode of Import and Source

• Choose API as the mode of import

• Select Cisco as the source meaning the vendor/supplier here is Cisco.

Step 4: Select the CCW-R API Profile

From the Profile Type dropdown:

• Select CCW-R API Profile

This profile is specifically used for:

• Renewal quotes
• Subscription-based contracts
• CCW-R-managed BoMs

Step 5: Select BoM Type

Next you need to select the BoM type for importing where there are three options in the dropdown.

• CCW-R Quote
• CCW-R Quote with Invoice Details
• CCW-R Invoice

You need to choose as per the requirement.

• Select the type of BoM from the dropdown as shown below and click on continue to proceed. Here, let's continue with CCW-R Quote option.

Step 6: Provide Details in the Import CCW-R Quote Window

After selecting the CCW-R BoM type, the Import CCW-R Quote window opens.

• In this step, you provide the information required to identify the Cisco renewal quote and control how the data is imported.

Required Fields

• Source : This field is prefilled as CCW-R Quote and cannot be changed.

• Import into Existing Quote : Select an existing Customer Quote if the renewal BoM should be imported into it. Leave this field as None to create a new BoM without immediately attaching it to a quote.

• Quote Aggregated By: This field controls how CCW-R quote line items are grouped when the BoM is created in PqW. Your selection directly impacts:
  • The structure of the imported BoM
  • Whether line items remain detailed or consolidated
  • Whether the BoM is created with the suffix “-AGG”
  • How the quote appears during assembly
  • Available options are detailed as below.

None (Default – Detailed Import): When None is selected:

• All CCW-R line items are imported individually
• A fully detailed BoM is created
• No aggregation is applied
• The BoM is created without the -AGG suffix

This option preserves complete line-level visibility and is recommended when detailed review or editing is required.

All (Full Aggregation) : When All is selected:

• All quote items are consolidated into a single aggregated BoM line
• A summarized BoM is created
• The BoM name is automatically suffixed with “-AGG”

This option is useful when detailed line-level visibility is not required and a summarized renewal structure is sufficient.

Custom (Controlled Aggregation): When Custom is selected:

• You must specify how items should be grouped
• Items are aggregated based on selected grouping criteria
• The resulting BoM reflects grouped structure
• The BoM may carry the -AGG suffix depending on configuration

This option allows partial aggregation while maintaining controlled grouping logic.

• Advanced Settings: Click Advanced Settings to expand additional configuration options. These settings control how renewal data is grouped and displayed after import.
  • Grouping : Defines how imported renewal items are grouped within the BoM. This is useful when organizing renewal items by logical categories such as service type or contract structure.

• Part Number Presentation: Controls how Cisco part numbers are displayed after import.
  This helps standardize part number visibility for downstream quoting and reporting.

• Description Presentation : Controls how item descriptions from CCW-R are displayed in the imported BoM. This is useful when aligning Cisco descriptions with internal quoting or customer-facing formats.

Quote Identification

• Type: Select how the CCW-R quote is identified. By default, this is set to Quote Number ID.
• Quote ID : Enter the Cisco CCW-R Quote Number. This field is mandatory.
  If the Quote ID is missing or invalid, the import cannot proceed.

Validation and Navigation

• If required fields are missing, the system highlights them with validation messages

Once all required inputs are provided, the Import BoM button becomes enabled. You can click this button to proceed with import.

Step 7: Import the CCW-R BoM into PqW

After completing all required fields:

• Click Import BoM

PqW submits the request to Cisco CCW-R for processing

A confirmation message appears indicating that the import request has been successfully queued.

Step 8: Verify Successful Import

Once the import request is submitted:

• A success notification confirms that the CCW-R quote import has been queued as shown in screenshot above.
• You are notified by email when processing is complete.
• Alternatively, you can check import in PqW Batch Manager using 9 dots menu-

For a successful CCW-R import, the Batch Queue Manager shows successful Import BoM entry.

Once CCW-R processing finishes successfully:

• The renewal BoM is imported into PqW
• A Customer Quote is automatically created as part of the CCW-R import process

You can click on Batch manager entry to view the detail of imports to view details of import.

Use the hyperlinks as shown in summary to open BoM detail or Quote detail page.

What Happens After CCW-R Import

Conclusion

Importing BoMs via CCW-R enables accurate ingestion of Cisco renewal and subscription data into PqW while automatically generating a Customer Quote.

This ensures that renewal contracts, subscription terms, and service continuity are preserved and immediately available for downstream quote assembly, pricing, and validation within the PqW Console.

Related Articles

After the CCW-R BoM and Customer Quote are created, continue with:

• How to add BoM/ BoM items of different kind of BoMs to PqW
• How to edit a quote
• How to Import and Modify Subscription Terms (MSDR Quotes)