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Partner Quick Start Guide. Software Assurance Planning Services. Quick Guide through the Partner Engagement Process. This step by step guide is designed to assist partners navigating through a sequential engagement process. . - PowerPoint PPT Presentation
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Partner Quick Start GuideSoftware Assurance Planning Services
Quick Guide through the Partner Engagement ProcessThis step by step guide is designed to assist partners navigating through a sequential engagement process.
Partner Step 1Meet Eligibility Requirements
Partner Step 2Register for
Program(s) in MPN
Partner Step 3 Update Provider
Directory Information
Non-Partner StepCustomer Creates
and Assigns Voucher
Partner Step 4 Reserve
Voucher in VVR
Partner Step 5 a. Conduct Engagement
b. Complete Deliverables
Partner Step 6 Redeem
Voucher in VVR
Partner Step 7 Register Voucher Program in SAVB
This information and more is located in the Voucher Life Cycle and Voucher Guidance Videos within the Microsoft Partner Portal: www.microsoftdps.com.
AZDPS
•Azure Circle Partner
DDPS•Silver or Gold Devices and Deployment Competency
DTDPS•Gold Certified in Application Lifestyle Management (ALM) competency
L&EDPS•Silver or Gold Competency in one or more of the following in either the Communications or the Messaging Competency
PVDPS•Gold Certified in either Management and Virtualization or Server Platform competency
SDPS•Silver or Gold Competency in one of the following Collaboration and Content Competency Or a Gold Competency in Business Intelligence (BI)
SSDPS•Gold Certified in either Business Intelligence or Data Platform competency
Before a partner can register for a Planning Services program, they must first meet the Partner Eligibility Requirements.
Partner Step 1Meeting Partner Eligibility Requirements
After completing this process, all locations will be approved for the programs for which you were eligible. Anyone that holds a Contact Role for an approved location ID in MPN, will be able to access VVR and reserve and redeem vouchers on behalf of that location ID.
Partner Step 2Register for Planning Services in MPN
Your Global Admin must navigate here
Once the partner is eligible for a program, they may opt into the program using the steps below:
MPN Membership restrictions and renewals:• By design of the MPN tool, if the partner is within 90 days of their MPN enrollment expiring, the partner will need to
first activate their new MPN enrollment in order to register for the Planning Service sub programs. • By activating the enrollment prior to their current enrollment’s expiration date, it will not expire the current
enrollment or memberships, but will allow the partner to enroll in new programs through their new MPN membership.
• Planning Services memberships will need to be renewed each year along with the MPN membership renewal
Partner Step3Update Provider Directory Information
The Provider’s Directory is where customers search for eligible Planning Services partners in their area. The information you provide will show up in the customer’s search. When a location is approved in MPN, the city and country listed for that location ID will be automatically listed as the supported location for the location ID in the provider directory. If a Partner wants to remove, edit, or add supported locations, they can do so by following the steps below.
Updating the Provider’s DirectoryNavigate to register.microsoftdps.com
Sign in using the Windows Live ID associated to your MPN Org ID
At the top of the page you will see the Org ID and Location ID for which you are viewing registration information
In the Registration Status box, you will see the status for each of the programs for which you have registered. You will only see the programs for which you have registered in MPN. If you have, then you will see an Edit button next to that program.
Click ‘edit’ next to the program you which to make changes
Within the Registration Form windows, you may edit: Supported Location(s), Customer Segment, Service Level, Supported Languages & Logo
• When adding supported locations (these locations must be within the country that is listed in MPN for the location ID that you are editing)• You may select more than one option for the customer segment, service level and supported language
When your finished making edits, click on the Update Registration button at the bottom of the page. The updated details will be published within the Provider’s Directory.
The customer must assign the voucher to someone within their own company and then pass the voucher information along to the Partner.
The voucher should not be assigned to someone within the Partner’s company.
The Partner will receive the voucher information when the customer forwards you the voucher email generated by VLSC.
Customer Creates & Assigns Voucher*Non-Partner Step*
You can assist your customer through the Planning Service process by becoming familiar with the steps that customers take and the resources available to them during for Planning Services listed below:Review steps that a customer takes to activate their SA Benefits, and the Creating Voucher Video.
Visit the SA Customer Planning Services landing page to review what the customer sees.
Review the Planning Services Providers Directory where customers find approved partners.Customers escalate problems with vouchers to VLSC Support or [email protected]
Partner Step 4Reserve Voucher in VVR
Before the partner begins an engagement, they must first Reserve their voucher in VVR.
Anyone who holds a contact role for an approved location ID in MPN will be able to access VVR and reserve vouchers on behalf of that location.
Reserving a Voucher in VVRNavigate to https://vvr.microsoft.com/ and sign in using the Live ID associated to your MPN Location ID
Click on Planning Services Voucher Administration
At the top of the page you will see the Org ID and Location ID for which you are viewing registration information
Make sure the location ID on the left side of the screen is the correct location for which you want to reserve the voucher under
Click on Validate/Reserve Voucher and enter the voucher number and corporate email address provided to you
Click Validate Voucher
Enter the expected service start and end dates – please ensure the service end date is PRIOR to the voucher expiration date
Click Reserve Voucher• The customer will automatically be notified the voucher has been reserved by the partner
Partner Step 5aConduct the Engagement
After reserving the voucher in VVR, the partner’s next step is to conduct the engagement for the total length of the voucher which was reserved
Engagement type, lengths, required materials/content and scope are located here:
AZDPS •www.microsoftazdps.com
DDPS •www.microsoftddps.com
DTDPS •www.microsoftdtdps.com
L&EDPS •www.microsoftedps.com
PVDPS •www.microsoftpvdps.com
SDPS •www.microsoftsdps.com
SSDPS •www.microsoftssdps.com
Partner Step 5bRequired Deliverables
Each engagement should result in two required deliverables for all Planning Services Programs:Customer Deliverable Planning Services Completion Report
Delivered to Customer?
Yes No
Uploaded to VVR?
Yes Yes
Required for Payment?
Yes Yes
What is it? All Planning Services engagements should end with a presentation of the engagement findings and recommendations and deployment plan (your final deliverable to your customer and Microsoft). In order to fulfill the Program Specific Customer Deliverable, you have the OPTION of either submitting:1. The standard customer deliverable as outlined on the required deliverables page, OR2. The customer deliverable documentation presented to the customer by your organization at the end of the engagement as long as it provides an overview of the customer's business goals and requirements and your organization's findings, and next step recommendations.
This document allows Microsoft to monitor the quality of engagements and gather valuable insights for future program enhancements and is required to be completed and uploaded for all Planning Service vouchers redeemed in VVR regardless of the Program Type or Service Level Open a new Planning Services Completion Report for each new engagement.
After you have completed an engagement and are ready to prepare your deliverables to upload to Microsoft, please complete these steps in the order they are listed.
• “Open” a Planning Services Completion Report (*a new form must be opened from the URL for each new engagement).
• Fill out the Planning Services Completion Report, attach the Customer Deliverable • Save form locally (as an .xml file) for next step. Don’t take this step until you have completed the two steps above.
Partner Step 6Redeem Voucher in VVR
After the partner has conducted the engagement, they must redeem their voucher by uploading the required deliverables in VVR. Review your required deliverables here.
Anyone that holds a contract role for an approved location ID in MPN will be able to access VVR to redeem a voucher (s) on behalf of that location.
Redeeming a Voucher in VVRNavigate to https://vvr.microsoft.com/ and sign in using the Live ID associated to your MPN Location ID
Click on Planning Services Voucher Administration
Make sure the location ID on the left side of the screen is the correct location for which you want to reserve the voucher under
Click Redeem Voucher
Search and select the voucher being redeemed. Be sure to select “all days” in the field
Enter the service start and end date as was submitted at the time of reserving the voucher
Click Upload Voucher Deliverables and upload the required deliverables for your engagement
Click Confirm Redemption• The customer will automatically be notified the voucher has been redeemed by the partner
Partner Step 7aRegister in SAVB
SAVB is a unique system, separate from VVR, with a one-time requirement to “register” your organization and each of your voucher programs in SAVB.
The registration cannot occur for a program until an Org has at least one voucher redeemed for that program in VVR
SAVB only displays vouchers that have been redeemed in VVR. SAVB does not display vouchers that are still in “reserved” status in VVR.
Please refer to the SAVB Partner User Guide for these steps as well as screenshots of this process. Registering your Organization in SAVBo Important: If your organization is active in more than one voucher program (for example, SATV and Desktop Deployment Planning Services),
you must go through this registration step for each voucher program.o You must have vouchers in REDEEMED status in VVR before attempting to register in SAVBA Global Administrator is required to complete the initial process by logging into https://channelincentives.microsoft.com/home.mvc/savb.
On the initial Registration page, select the Organization name from the drop-down menu. (If this is your first time in SAVB, you will not see anything listed in the “Programs Registered” section of the page.)In the Programs available for Registration section, click on the program(s) for which you are now registering. Then click “Register”.
View the Confirmation page. Check to make sure the listed program is the one you just registered on the previous screen.
Click on the “Return to Home” link to go to your program “Home Page” in SAVB
You have now registered. If this is the first time registering for this location, you will receive a New Vendor Application within 5-6 business days. If not, please allow 24-24 hours to map your payment profile to your location.
This step is only required if the voucher that you redeemed was your organization’s first redeemed voucher for a Planning Service Program
Partner Step 7bObtain a New Vendor ID
Microsoft will automatically initiate a New Vendor ID Request for each new country that registers in SAVB You can use the same bank account for locations in different countries as long as those countries are located in the
same Microsoft Company Code If you don’t want to create a new vendor ID for a new location, please let us know and we will cancel the NVA
This step is only required if you don’t have a vendor ID setup and mapped for your location ID for another Planning Services Program in SAVB
Partner Step 7cAssign Vendor ID
If you have never invoiced the location under any program in SAVB, then you will need to complete step 7b to create a new vendor ID before assigning your voucher
If you have invoiced the location under a different program in SAVB, that vendor ID will be mapped and then you can assign your vendor ID to your location ID
This step is only required if this is your first time invoicing this location ID under this program in SAVB.
Partner Step 8Invoice your Voucher
Please Reference the SAVB Partner User Guide for screenshots of this process From your program Home Page, click on the “Create Payment Request” link located in the “I
Need To…” menu in the right zone of the page. Using the voucher search criteria filters, narrow your voucher selection to find the vouchers
for which you want to invoice. Click search. Review the Redeemed vouchers in the “Create Payment Request – Select Vouchers” pane in
the lower half of the screen. Check the “Invoice By” date next to the vouchers to ensure that you prioritize the ones that
are closest to the date shown for submission first. To view the Voucher Details of a particular voucher listed in the table, click on the arrow next
to the voucher record, or use Expand All/Collapse All to see all details for all vouchers. Select the vouchers you wish to attach to this payment request. Click on the “Add” in the row
of each voucher to be included. Confirm the Voucher Sub-Total for the vouchers you have added to the payment request. Input your company’s own proprietary alpha/numeric Invoice Number in the “Partner Invoice
No.” field provided. (*Required Field) Input tax rate and attach any required documentation. SAVB will prompt you if you are
required to supply a soft or hard copy of the invoice Important: Be sure the information on your own company invoice exactly matched the
information in the only payment request including partner invoice number and total. If your invoice does not match, your payment may be delayed.
After clicking Submit or Save, you will receive a confirmation.
Partner Step 9Receiving Payment For your Voucher
Partner Step 9 (cont.)Receiving Payment For your Voucher
Register in SAVB
Set up and assignment of
payment profile
Invoice and request
paymentReceive payment
Redeem Voucher
Payment Request Search & StatusSAVB allows users to quickly find payment requests which have been created and “saved”, or have already been “submitted” for payment processing
From your program Home Page, click on the “Search Payment Requests” link located in the “I Need To…” menu in the right zone of the page.
To conduct a payment request search, select your criteria from the available filters and click search. This will give you the status of your payment request
To view the Invoice Details of a particular payment request listed in the table, click on the next to the Microsoft Reference Number, or use Expand All/Collapse All to see all details for all listed payment requests.
ResourcesAZDPS•[email protected]
DDPS•[email protected]
DTDPS•[email protected]
L&EDPS•[email protected]
PVDPS•[email protected]
SDPS•[email protected]
SSDPS•[email protected]
Have a question? Please contact us
Information in this presentation and more located in the:
• Planning Service partner portal: www.microsoftdps.com • Voucher Life Cycle • Voucher Guidance Videos
Appendix
High Level Overview of Voucher Process
VLSC
Customer: Assigns DPS vouchers to someone within their organization
Customer: Contacts a qualified provider to schedule an engagement.
Partner: Validates customer’s voucher information and reserves it
VVR Partner: Delivers a DPS engagement
Partner: Redeems the voucher and submit deliverablesPartner: Submit invoice and request payment
SAVB
1
2
3
4
5
6
VLIT Syste
ms
CHIP
Partner: Receives payment
1. Customer: Assign a Planning Service (DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS) voucher to someone within your organization. Getting Started
2. Customer: Contact a qualified provider to schedule an engagement. Provider Directory
3. Partner: Validate customer’s (DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS) voucher information and reserve it in the VVR Tool. Instructions
4. Partner: Deliver a Planning Service (DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS) engagement. Resources: DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS.
5. Partner: Complete and upload the deliverables to Redeem the voucher through the VVR Tool. Instructions. Contact the RSCs for VVR support questions.
a. “Open” a Planning Services Completion Report (*a new form must be opened from the URL for each new engagement).
b. Fill out the Planning Services Completion Report and attach the Customer Deliverable (*save form locally as a.xml file for next step) Required deliverables located here.
c. Upload the saved Planning Services Completion Report in VVR Tool to Redeem the Voucher.
6. Partner: Submit invoice and request payment through the SAVB tool. Click here for more information on SAVB. Contact the RSCs for invoice or support questions.
6 Steps to Running a Planning Services Engagement
Planning Services: Voucher Creation and Use
Quick Escalation GuideTool Purpose Common Issues Escalation Contact(s)
Partner Websitewww.microsoftdps.com
• Scope/content/deliverables• Invoicing information• Guidance & process documentation• Eligibility Requirements & Registration
• Unable to download documents• Broken links• Content needs updated• Questions regarding engagements
and scope
AZDPS: [email protected] DDPS: [email protected] DTDPS: [email protected] L&EDPS: [email protected]: [email protected] SDPS: [email protected] SSDPS: [email protected]
Voucher Validation and Redemption (VVR)
• Reserve/Redeem vouchers• Upload deliverables• Track voucher status
• Access/log in• Unable to reserve/redeem
voucher(s)• Voucher reserved/redeemed under
wrong location• Wrong engagement dates• Voucher expired
AZDPS: [email protected] DDPS: [email protected] DTDPS: [email protected] L&EDPS: [email protected]: [email protected] SDPS: [email protected] SSDPS: [email protected]*Customers escalate problems with vouchers to VLSC Support or [email protected]
Software Assurance Voucher Benefit (SAVB)
• Invoicing for redeemed vouchers• Track voucher payment status
• Access issues• No payment profile set up• Program not showing in SAVB• Payment/invoice inquiries
AZDPS: [email protected] DDPS: [email protected] DTDPS: [email protected] L&EDPS: [email protected]: [email protected] SDPS: [email protected] SSDPS: [email protected]* Payment/invoice inquiries should be directed to the partner’s RSC
Microsoft Partner Network (MPN)
• Registration • Status of required competencies• Program approval status• Updating contact roles per location
• Partner not yet registered for program through MPN
• Partner doesn't hold 1 of 6 contact roles for a given location
• Partner needs to update company information in MPN
• Competency status is incorrect
AZDPS: [email protected] DDPS: [email protected] DTDPS: [email protected] L&EDPS: [email protected]: [email protected] SDPS: [email protected] SSDPS: [email protected]*Competency, profile and program contact inquiries should be directed to the partner’s RSC
http://register.microsoftdps.com
• Updating information displayed in the Provider’s Directory after registering through MPN
• Partner needs to update information displayed in the Provider’s Directory
• Specific location or country is not listed in Provider’s Directory
AZDPS: [email protected] DDPS: [email protected] DTDPS: [email protected] L&EDPS: [email protected]: [email protected] SDPS: [email protected] SSDPS: [email protected]
