Software Assurance Voucher Benefit (SAVB) Online Tool User Training

Software Assurance Voucher Benefit (SAVB)Online ToolUser 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

http://channelincentives.microsoft.comTransparency Simplicity Engagement 3

| Channel Incentives Platform

Introduction: SAVB Online Overview

Existing Process

• Manual process through the RSC

• Minimal reporting

• No insight into payment status

New Process - SAVB

• Automated online process

• Increased reporting functionality

• Ability to view payment pipeline

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.

Introduction: SAVB Online Overview

Create Payment Request Submit or Save View Payment Status

• SAVB provides a real-time view of all payment statuses, accessed through the Home Page.

• SAVB reminds users to submit a hardcopy invoice if required.

• Payments are made within 30 days of approval of valid payment request.

• User can easily manage how and where payments are to be received.

• User can easily review and/or edit a payment request before submitting.

• User has the option to Submit Now, or Save and submit the payment request later.

• SAVB provides a confirmation after each payment request submission, with a unique Microsoft Reference Number for easy tracking.

• Filter and select vouchers based on Country, Location or All.

• SAVB auto-calculates the payment request total amount for the selected vouchers.

• SAVB auto-populates partner org and payment information based on saved profiles.

• SAVB will prompt the User for submission of partner’s invoice (hard or soft copy) when required.

Introduction: SAVB Online OverviewSAVB Features & Benefits

Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix

Getting Started 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) PartnersYour 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



3. User Scenarios

4. Resources


6. Q&A

7. Appendix

a. Log-Inb. Registrationc. Home Paged. Map Bank Accountse. Create Payment Requestf. Voucher Search, Payment Request Searchg. Add New/Manage Users h. View My Profile

ACTIONS

User Scenario: Log-In to SAVBhttps://channelincentives.microsoft.com/home.mvc/savb

• Input your Windows Live ID associated with your Organization, and your Password.

• Click Sign-In

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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.

https://channelincentives.microsoft.com/home.mvc/savb



Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix


ACTIONS

User Scenario: Registrationhttps://channelincentives.microsoft.com /home.mvc/savb

• Select Organization: Identify the Organization with which you are associated.

• Programs Available for Registration: Select the voucher Programs in which your Organization participates. Select one or all to register in SAVB.

• Click “Register”.

• Programs Registered: List of supported programs for which you have already registered in SAVB for your organization.

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Select Your Program

ACTIONS

User Scenario: Registrationhttps://channelincentives.microsoft.com /home.mvc/savb

• Registration Confirmation: Check to make sure the listed program is the same as the one you just registered.

• Click on “Go to Home”

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Registration Confirmation



About Registration

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.]

Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix


ACTIONS

User Scenario: Home Pagehttps://channelincentives.microsoft.com

• Program Selection dropdown menu.

• Action Items: View your most immediate SATV or PSB Program Action Items.

• Recent Payment Activity: View current Payment Status and Activity by unique Microsoft Reference No.

• “I Need To. . . .” : Select tasks to do.

• Other “Quick Links” Navigation

• Payment Request Status: Check the status of your payment request work.

• Payment Status: Check the status of approved payments in process.

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FEATURES

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Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix




IMPORTANT NOTE!

IMPORTANT NOTE:

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:

Regarding Access to Bank Details & Payment Profile

Region MS Accounts Payable Email AliasEMEA [email protected] [email protected] US, Canada, LATAM [email protected] [email protected] [email protected] [email protected] (the rest of Asia) [email protected]

mailto:[email protected]









User Scenario: Map Bank Accountshttps://channelincentives.microsoft.com

ACTIONS

User Scenario: Map Bank Accountshttps://channelincentives.microsoft.com

• 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.

• Bank Reference Name : The reference name given this bank and account.

• Actions: You can rename the “reference name” or deactivate an account you do not want to be used.

• Assign Bank Accounts: To assign a bank account to one of your locations, click on “Edit Assignments”.

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Manage Bank Accounts (Program Admin Only)

*Note that Location 1 & 2 both map to the same bank account, while

Locations 4, 5 & 6 map to a different bank account.

ACTIONS

User Scenario: Map Bank Accounts https://channelincentives.microsoft.com

• Map your location(s) to the desired bank’s reference name.

• Click “Save”.

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Map Bank Accounts (Program Admin Only)A

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Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix




User Scenario: Create Payment Requesthttps://channelincentives.microsoft.com

ACTIONS


• Select Country: Select the country applicable to the organizational Location(s) and their vouchers you are invoicing.

• 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.

• Locations: From the dropdown menu, select the Locations which map to the payment profile, for which you want to invoice.

• Tax Jurisdiction: Select the tax option that correctly applies to the Locations you have included.

• Click “Search”.

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Select Vouchers

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ACTIONS


• 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.

• Change Criteria: You can go back and change your selection criteria (country, location, etc.) to get new results.

• Select Vouchers: Using the “Add/Remove”, select the vouchers to include in this payment request.

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Select Vouchers (cont’d)

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ACTIONS


• Partner Information: Verify your organization name and address.

• Partner Invoice No. Field: You must input your own company invoice number in this required field.

• Confirm Sub-Total: Verify the sub-total for the vouchers you have added to your payment request.

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Confirm Payment Request Detail

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If there is no tax or additional partner invoice proof required, just verify the Total.

ACTIONS


• 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.

• 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.

• Click “Submit” (or Save For Later, or Cancel)

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Input Tax and Submit Pay Request

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ACTIONS


• A unique Microsoft Reference No. will be attached to your payment request when you “submit” it or when you “save” it.

• If you need help, you can reach your Regional Service Center (RSC), by clicking the Contact Us link.

• 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.

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Payment Request Confirmation

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Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix




User Scenario: Voucher Search, Payment Request Search

https://channelincentives.microsoft.com

STARTHERE

ACTIONS

User Scenario: Voucher Searchhttps://channelincentives.microsoft.com

• Search Criteria: Use filters to narrow your voucher search by:• Country

• Location

• Voucher Status*

• Customer Name

• Customer Email

• Voucher Number

• Redeemed Start/End Date

• Click “Search”.B

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* Voucher Status Menu:• Redeemed• Processed• Past Invoice Date

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ACTIONS

User Scenario: Voucher Searchhttps://channelincentives.microsoft.com

• Review Search Results: View the results in the table below.

• 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.

• “Days”: Number of days in the voucher.

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ACTIONS

User Scenario: Payment Request Searchhttps://channelincentives.microsoft.com

• Search Criteria: Use filters to narrow your payment request search by:• Country

• Location

• Status*

• Invoice No.

• Microsoft’s Reference No.

• Submitted By

• Submission Date Range

•Click “Search”.

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*Payment Request Status Menu: • Saved• Pending Approval• Approved• Denied• Action Required

ACTIONS

User Scenario: Payment Request Searchhttps://channelincentives.microsoft.com

• Review Search Results: View the results in the table below.

• Payment Request Detail: Use expand/collapse arrow to view additional payment request detail.

• View Payment Request Aging: Number of days in process since submission.

• View Additional Invoice Required: Shows you if you are also required to mail a hardcopy of your own invoice to your RSC.

• “Export to Excel”: Use to create your own report or reformat.

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Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix




SAVB User Roles & Permissions

Tasks SAVB Roles Program Admin Program UserPerform Voucher Search X XPerform Payment Request Search X XCreate and submit payment request X XAdd / edit / update users to SAVB roles X Map payment profile to locations X Register Program X view-only

https://channelincentives.microsoft.com



User Scenario: Add New Usershttps://channelincentives.microsoft.com

ACTIONS


• Enter Individual’s Contact Details: Including first name, last name, and email address

• 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.

• Click “Add Role”: You will see the Role and the Location it applies to added to the list of User Roles above.

• 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

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Enter New User Contact Information

ACTIONS


• Receive Invitation: The new User receives an email invitation to become a SAVB Program User or Program Administrator.

• Activate User Account: The new User must click on the link to activate.

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User Accepts Invitation

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ACTIONS

User Scenario: Manage Users https://channelincentives.microsoft.com

• Select “Manage Users” Link

• Filter by Individual: Administrators can search by Name, Role, Role Status, and Program.

• Search: After entering your search criteria, click “Search” to view user results below.

• Activate or Deactivate Users: Program Administrators can review user details, activate or deactivate Users, or edit their roles or location assignments.

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Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix


ACTIONS

User Scenario: View My Profilehttps://channelincentives.microsoft.com

• Review your Organizational Profile.

• Review your own User Role.

FEATURES

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Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix



ResourcesSupport

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/

http://www.mslcampaignfactory.com/Campaigns.aspx?qs=5

http://www.sabenefitpartners.com/

Training Resources, including:

• Recorded Live Meeting training

• User Training Videos

• Step-by-step User Guidance Documentation

• FAQ’s

ResourcesTraining

Program Resource Site

SATV Program http://www.mslcampaignfactory.com/Downloads.aspx

Packaged Services Program http://www.sabenefitpartners.com/Training.aspx

http://www.mslcampaignfactory.com/Downloads.aspx

http://www.sabenefitpartners.com/Training.aspx

Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix



Partner Next Steps

To be ready for transition to SAVB by March 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.

Transitioning to SAVB

Location: Region/Country Partner RequirementsWhere NO invoice or form is required to obtain payment from Microsoft

All qualified vouchers in redeemed status on or before March 1st were included in the RSC’s final manual payment run of March 1st.

Qualified vouchers redeemed after March 1st will be pulled into SAVB for partners to create their payment requests in SAVB beginning March 15th.

Where an invoice IS required to obtain payment from Microsoft

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.

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.



Partner Next Steps

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

http://www.mslcampaignfactory.com/Downloads.aspx

http://www.sabenefitpartners.com/Training.aspx

Course Outline



3. User Scenarios

4. Resources


6. Q&A

7. Appendix

© 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



3. User Scenarios

4. Resources


6. Q&A

7. Appendix




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.

https://channelincentives.microsoft.com/


Documents

Software Assurance Voucher Benefit (SAVB) Online Tool User Training