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Software Assurance Voucher Benefit (SAVB)Online Tool

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Software Assurance Voucher Benefit (SAVB)
Online Tool
User Training
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
Introduction: SAVB Online Overview
| Channel Incentives Platform
SAVB is an online partner tool that will streamline the invoicing process for redeemed
vouchers, reduce errors and potential for rework, speed time to payment and simplify
overall voucher program management.
Existing Process
New Process - SAVB
• Manual process through the RSC
• Automated online process
• Minimal reporting
• Increased reporting functionality
• No insight into payment status
• Ability to view payment pipeline
Transparency
Simplicity
Engagement
http://channelincentives.microsoft.com
3
Introduction:
Introduction:
SAVB
SAVB
Online
Online
Overview
Overview
SAVB Features & Benefits
Create Payment Request
Submit or Save
View Payment Status
•
Filter and select vouchers
based on Country, Location or
All.
•
User can easily review and/or
edit a payment request before
submitting.
•
SAVB provides a real-time view
of all payment statuses, accessed
through the Home Page.
•
SAVB auto-calculates the
payment request total amount
for the selected vouchers.
•
User has the option to Submit
Now, or Save and submit the
payment request later.
•
SAVB reminds users to submit a
hardcopy invoice if required.
•
SAVB auto-populates partner
org and payment information
based on saved profiles.
•
Payments are made within 30
days of approval of valid
payment request.
•
User can easily manage how and
where payments are to be
received.
•
•
SAVB will prompt the User for
submission of partner’s invoice
(hard or soft copy) when
required.
SAVB provides a confirmation
after each payment request
submission, with a unique
Microsoft Reference Number for
easy tracking.
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
Getting
Getting
Started
Started
in SAVB
in SAVB
Steps For Existing (Active) Partners:
1.
Go to https://vvr.microsoft.com/Passport/Signin.aspx to redeem your vouchers, as usual.
2.
Access SAVB via the quick link provided in VVR, or directly at
https://channelincentives.microsoft.com/home.mvc/savb. (If you access SAVB directly, you will
be required to log-in using your Windows Live ID.)
3.
At SAVB’s “Registration” page, select your Organization and the Program(s) for which you are
registering to use the SAVB online tool. (You will only need to register one time per program.)
4.
Proceed to the program Home Page.
For Existing (Active) Partners
Your payment profile information will already be uploaded to SAVB, based upon the
payment preferences and bank details you have previously provided to your RSC. After
registering in SAVB, you will map your payment profile to locations using SAVB.
If your payment profile does not appear or is incorrect, please contact your RSC
immediately.
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
a.
b.
c.
d.
e.
f.
g.
h.
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile
User Scenario: Log-In to SAVB
https://channelincentives.microsoft.com/home.mvc/savb
ACTIONS
A•
Input your Windows Live
ID associated with your
Organization, and your
Password.
B•
Click Sign-In
This Windows Live ID Log-In
is only required when SAVB
is accessed directly through
https://channelincentives.
microsoft.com/home.mvc/
savb
Log-In is not required when
navigating directly to SAVB
from VVR.
A
B
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
a.
b.
c.
d.
e.
f.
g.
h.
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile
User Scenario: Registration
https://channelincentives.microsoft.com /home.mvc/savb
Step 1
ACTIONS
A•
Select Organization:
Identify the Organization
with which you are
associated.
B•
Programs Available for
Registration: Select the
voucher Programs in
which your Organization
participates. Select one
or all to register in SAVB.
C•
Click “Register”.
D•
Programs Registered: List
of supported programs for
which you have already
registered in SAVB for your
organization.
Step 2
Select Your Program
A
D
B
C
User Scenario: Registration
https://channelincentives.microsoft.com /home.mvc/savb
ACTIONS
Step 1
Step 2
Registration Confirmation
A• Registration Confirmation:
Check to make sure the
listed program is the same
as the one you just
registered.
B• Click on “Go to Home”
A
B
About Registration
| Channel Incentives Platform
A Global Administrator for your organization in the Microsoft Partner Network (MPN) must register in
SAVB to establish use of the tool for the organization’s program(s). Subsequent users will not see the
Registration page when logging into SAVB once your program has been registered.
An organization may have up to three Program Administrators (PA) in SAVB. The PA can:
•
Add Users and Locations within the partner’s organization
•
Create/manage the partner organization’s payment profile by Location.
•
Register additional programs in SAVB.
Partners will be able to independently manage multiple programs through SAVB. [Example: SATV, or
Packaged Services (DDPS, EDPS, SDPS, BVPS), or both.]
Transparency
Simplicity
Engagement
http://channelincentives.microsoft.com
12
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
a.
b.
c.
d.
e.
f.
g.
h.
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile
User Scenario: Home Page
https://channelincentives.microsoft.com
FEATURES
ACTIONS
A• Program Selection
dropdown menu.
B• Action Items: View your
most immediate SATV or
PSB Program Action Items.
C• Recent Payment Activity:
A
View current Payment
Status and Activity by
unique Microsoft
Reference No.
B
D• “I Need To. . . .” : Select
D
C
E
tasks to do.
E• Other “Quick Links”
Navigation
F• Payment Request Status:
Check the status of your
payment request work.
G• Payment Status: Check the
status of approved
payments in process.
F
G
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
a.
b.
c.
d.
e.
f.
g.
h.
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile
IMPORTANT NOTE!
Regarding Access to Bank Details & Payment Profile
| Channel
IncentivesNOTE:
Platform
IMPORTANT
After registering in SAVB, you must WAIT 24-48 hours before validating
your bank information and mapping your payment profile in SAVB to your
organization’s locations. This waiting period will allow Microsoft the time
necessary to create required vendor ID(s) in our automated payment system.
If after the waiting period, you are still unable to see or map your payment
profile(s) in SAVB to your locations, it may be because Microsoft requires
additional essential bank details or tax documentation for your organization. If
this occurs, please immediately contact the Microsoft Accounts Payable alias for
your region for help:
Region
EMEA
China
US, Canada, LATAM
Korea
Taiwan
Japan
Transparency
Simplicity
APAC (the
rest of Asia)
MS Accounts Payable Email Alias
apie@microsoft.com
ap-chn@microsoft.com
chipfin@microsoft.com
apkr@microsoft.com
aptw@microsoft.com
apjp@microsoft.com
Engagement
http://channelincentives.microsoft.com
apsg@microsoft.com
16
User Scenario: Map Bank Accounts
https://channelincentives.microsoft.com
| Channel Incentives Platform
Transparency
Simplicity
Engagement
http://channelincentives.microsoft.com
17
User Scenario: Map Bank Accounts
https://channelincentives.microsoft.com
ACTIONS
Step 1
Step 2
Manage Bank Accounts (Program Admin Only)
A• Vendor ID: The list of
banks you use to receive
electronic funds transfer
payments for your
locations. Expand to see
more detail. Verify the last
4-digits of the associated
accounts.
A
B
C
B• Bank Reference Name :
The reference name given
this bank and account.
C• Actions: You can rename
the “reference name” or
deactivate an account you
do not want to be used.
D• Assign Bank Accounts: To
assign a bank account to
one of your locations, click
on “Edit Assignments”.
D
*Note that Location 1 & 2
both map to the same
bank account, while
Locations 4, 5 & 6 map to
a different bank account.
User Scenario: Map Bank Accounts
https://channelincentives.microsoft.com
ACTIONS
Step 1
Step 2
Map Bank Accounts (Program Admin Only)
A• Map your location(s) to the
desired bank’s reference
name.
B• Click “Save”.
A
B
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
a.
b.
c.
d.
e.
f.
g.
h.
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile
User Scenario: Create Payment Request
https://channelincentives.microsoft.com
| Channel Incentives Platform
Transparency
Simplicity
Engagement
http://channelincentives.microsoft.com
21
User Scenario: Create Payment Request
https://channelincentives.microsoft.com
ACTIONS
A•
Select Country: Select the
country applicable to the
organizational Location(s)
and their vouchers you are
invoicing.
B•
Select Payment Profile:
Select the Payment Profile
under which you want
payment to be made for
the Location(s) you are
covering in your payment
request.
C•
Locations: From the
dropdown menu, select
the Locations which map
to the payment profile, for
which you want to invoice.
D•
Tax Jurisdiction: Select
the tax option that
correctly applies to the
Locations you have
included.
E•
Click “Search”.
Step 1
Step 2
Step 3
Step 4
Select Vouchers
A
B
C
D
E
User Scenario: Create Payment Request
https://channelincentives.microsoft.com
ACTIONS
A•
B•
Review Redeemed
Voucher Results: Review
the redeemed vouchers in
the table based on your
search criteria. Check
their “Invoice By” date.
Voucher Detail Arrow:
Expand voucher rows to
review and confirm
voucher details.
C•
Change Criteria: You can
go back and change your
selection criteria (country,
location, etc.) to get new
results.
D•
Select Vouchers: Using
the “Add/Remove”, select
the vouchers to include in
this payment request.
Step 1
Step 2
Select Vouchers (cont’d)
A
C
B
D
Step 3
Step 4
User Scenario: Create Payment Request
https://channelincentives.microsoft.com
ACTIONS
Step 1
Step 2
Step 3
Step 4
Confirm Payment Request Detail
A• Partner Information:
Verify your organization
name and address.
B• Partner Invoice No. Field:
You must input your own
company invoice number in
this required field.
C• Confirm Sub-Total: Verify
the sub-total for the
vouchers you have added
to your payment request.
If there is no tax or
additional partner invoice
proof required, just verify
the Total.
A
C
B
User Scenario: Create Payment Request
https://channelincentives.microsoft.com
ACTIONS
A•
Step 1
Step 2
Step 3
Step 4
Input Tax and Submit Pay Request
Input Tax: Input the
correct tax (%) to be
added, based on the
applicable tax jurisdiction.
(Partner responsibility.)
SAVB will automatically
update the invoice total
based on your tax % input.
B•
Attach Documentation:
Depending on the Country
associated with your
payment request, you may
be prompted by SAVB to
upload and attach a
softcopy of your
company’s invoice, or you
may be required to send a
hardcopy to your RSC.
A
B
C• Click “Submit” (or Save For
Later, or Cancel)
C
User Scenario: Create Payment Request
https://channelincentives.microsoft.com
ACTIONS
A•
A unique Microsoft
Reference No. will be
attached to your payment
request when you
“submit” it or when you
“save” it.
B•
If you need help, you can
reach your Regional
Service Center (RSC), by
clicking the Contact Us
link.
C•
View your Payment
Requests: Use this link to
review other payment
requests you have
submitted or saved in
SAVB, or to view current
payment statuses.
Step 1
Step 2
Step 3
Step 4
Payment Request Confirmation
A
B
C
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
a.
b.
c.
d.
e.
f.
g.
h.
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile
User Scenario: Voucher Search, Payment Request Search
https://channelincentives.microsoft.com
| Channel Incentives Platform
START
HERE
Transparency
Simplicity
Engagement
http://channelincentives.microsoft.com
28
User Scenario: Voucher Search
https://channelincentives.microsoft.com
ACTIONS
A•
Search Criteria: Use filters
to narrow your voucher
search by:
• Country
• Location
• Voucher Status*
A
• Customer Name
• Customer Email
• Voucher Number
• Redeemed Start/End
Date
B•
Click “Search”.
* Voucher Status Menu:
• Redeemed
• Processed
• Past Invoice Date
B
User Scenario: Voucher Search
https://channelincentives.microsoft.com
ACTIONS
A•
A
D
C
Review Search Results:
View the results in the
table below.
E
5
B
B•
C•
D•
Voucher Detail: Use
expand/collapse arrows to
view voucher details
under each row (expand
all / collapse all).
“Invoice By”: The date by
which the voucher must
be invoiced.
“Export to Excel”: Use to
create your own report or
reformat.
5
5
5
5
5
E•
“Days”: Number of days
in the voucher.
5
5
5
5
User Scenario: Payment Request Search
https://channelincentives.microsoft.com
ACTIONS
A•
Search Criteria: Use filters
to narrow your payment
request search by:
• Country
*Payment Request Status Menu:
• Saved
• Pending Approval
• Approved
• Denied
• Action Required
• Location
• Status*
A
• Invoice No.
• Microsoft’s Reference
No.
• Submitted By
• Submission Date Range
B•
Click “Search”.
B
User Scenario: Payment Request Search
https://channelincentives.microsoft.com
ACTIONS
A•
Review Search Results:
View the results in the
table below.
B•
Payment Request Detail:
Use expand/collapse
arrow to view additional
payment request detail.
C•
View Payment Request
Aging: Number of days in
process since submission.
D•
View Additional Invoice
Required: Shows you if
you are also required to
mail a hardcopy of your
own invoice to your RSC.
E•
“Export to Excel”: Use to
create your own report or
reformat.
A
E
D
B
C
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
a.
b.
c.
d.
e.
f.
g.
h.
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile
SAVB User Roles & Permissions
https://channelincentives.microsoft.com
| Channel Incentives Platform
Tasks
SAVB Roles
Program Admin
Program User
Perform Voucher Search
X
X
Perform Payment Request Search
X
X
Create and submit payment request
X
X
Add / edit / update users to SAVB roles
X
Map payment profile to locations
X
Register Program
X
Transparency
Simplicity
Engagement
view-only
http://channelincentives.microsoft.com
34
User Scenario: Add New Users
https://channelincentives.microsoft.com
| Channel Incentives Platform
Transparency
Simplicity
Engagement
http://channelincentives.microsoft.com
35
User Scenario: Add New Users
https://channelincentives.microsoft.com
ACTIONS
A•
Enter Individual’s Contact
Details: Including first
name, last name, and
email address
B•
Select and assign a Role
for the Individual you are
adding. Assign the role of
Program User or PA
depending on how your
organization and Locations
are structured.
C•
Click “Add Role”: You will
see the Role and the
Location it applies to
added to the list of User
Roles above.
D•
Click “Send Invite”. An
email “invitation” will be
sent by SAVB to the added
User. The User must
“accept” the invitation in
order to perform tasks in
SAVB
Step 1
Step 2
Enter New User Contact Information
A
B
C
D
User Scenario: Add New Users
https://channelincentives.microsoft.com
ACTIONS
•
Step 1
Step 2
User Accepts Invitation
Receive Invitation: The
new User receives an
email invitation to become
a SAVB Program User or
Program Administrator.
•A Activate User Account:
The new User must click
on the link to activate.
A
User Scenario: Manage Users
https://channelincentives.microsoft.com
ACTIONS
• Select “Manage Users”
Link
A• Filter by Individual:
Administrators can search
by Name, Role, Role Status,
and Program.
A
B• Search: After entering your
search criteria, click
“Search” to view user
results below.
B
C• Activate or Deactivate
Users: Program
Administrators can review
user details, activate or
deactivate Users, or edit
their roles or location
assignments.
C
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
a.
b.
c.
d.
e.
f.
g.
h.
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile
User Scenario: View My Profile
https://channelincentives.microsoft.com
FEATURES
ACTIONS
A•
Review your
Organizational Profile.
B•
Review your own User
Role.
A
B
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
Resources
Support
| Channel Incentives Platform
Inquiry
Contact
Microsoft Regional Service Center
(RSC)
See SAVB Home Page – �Contact Us’
SATV Program Questions
http://www.mslcampaignfactory.com/Campaigns.aspx?qs=5
Packaged Services Program
Questions
http://www.sabenefitpartners.com/
Transparency
Engagement
Simplicity
http://channelincentives.microsoft.com
42
Resources
Training
Training Resources, including:
•
Recorded Live Meeting training
•
User Training Videos
•
Step-by-step User Guidance Documentation
•
FAQ’s
Program
Resource Site
SATV Program
http://www.mslcampaignfactory.com/Downloads.aspx
Packaged Services Program
http://www.sabenefitpartners.com/Training.aspx
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
Partner Next Steps
Transitioning to SAVB
| Channel
Incentives
To be ready for transition
to SAVB
by MarchPlatform
15th, 2010:
•
Training: Identify your organization’s Global Administrator in MPN. Be sure your
Global Administrator is trained in SAVB and ready to register program(s), establish
additional Users, and map payment profiles to Locations in SAVB. To access training,
click the SAVB Training Resources link on your SAVB home page.
•
Payment Processing Cut-Over: The RSC made its FINAL manual payment run on
March 1st 2010.
Location: Region/Country
Where NO invoice or form is required
to obtain payment from Microsoft
Where an invoice IS required to
obtain payment from Microsoft
Transparency
Simplicity
Partner Requirements
пѓ� All qualified vouchers in redeemed status on or before March 1st
were included in the RSC’s final manual payment run of March 1st.
пѓ� Qualified vouchers redeemed after March 1st will be pulled into
SAVB for partners to create their payment requests in SAVB
beginning March 15th.
пѓ� All valid invoices received by March 1st for qualified vouchers in
redeemed status (redeemed on or after January 1st) were included
in the RSC’s final manual payment run of March 1st.
пѓ� All valid invoices received by the RSC after March 1st for qualified
vouchers in redeemed status will need to have payment requests
created by the partner in SAVB after the March 15th “go live” in
order to receive payment.
Engagement
http://channelincentives.microsoft.com 45
Partner Next Steps
| Channel Incentives Platform
1. Encourage others in your Organization with a need to know how to use
SAVB to access a recording of this Live Meeting training, posted to your
resource site.
2. Review the User Guide (.doc) posted to your resource site.
3. Review this training deck to familiarize yourself with SAVB functionality.
•
Download the handout from this Live Meeting, or
•
Look for a follow-up email with the link to today’s recorded session.
Program
Resource Site
SATV Program
http://www.mslcampaignfactory.com/Downloads.aspx
Packaged Services Program
http://www.sabenefitpartners.com/Training.aspx
Transparency
Simplicity
Engagement
http://channelincentives.microsoft.com
46
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
В© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other
countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentations. Because Microsoft must respond
to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of
this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Course Outline
1.
Introduction: SAVB Online Tool Overview
2.
Getting Started in SAVB
3.
User Scenarios
4.
Resources
5.
Partner Next Steps
6.
Q&A
7.
Appendix
Getting Started in SAVB
| Channel Incentives Platform
Steps for NEW Partners:
1. Complete all required program enrollment steps as directed by your SA program, including signing of
Agreements.
2. Microsoft will contact you to initiate set up of your Microsoft Vendor payment account (required).
3. Log in to VVR to reserve and redeem vouchers per program instructions.
4. Access SAVB via the quick link provided in VVR, or at
https://channelincentives.microsoft.com/home.mvc/savb . (If you access SAVB directly, you will
be required to log-in using your Windows Live ID.)
5. At SAVB’s “Registration” page, select your Organization and the Program(s) for which you are
registering to use the SAVB online tool. (You will only need to register one time per program.)
6. Proceed to the program Home Page.
Transparency
Simplicity
Engagement
http://channelincentives.microsoft.com
50
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