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IBM Software Sales Business Operations (SSBO)
An Introduction to
Software Quote and Order (SQO) Q1 2016
Creating and Ordering a Passport Advantage Sales Quote
and Special Bid
Last Updated: 15/02/2016
IBM Software Sales Business Operations (SSBO)
Passport Advantage Enablement Week
IBM Software Sales Business Operations (SSBO)
Agenda Introduction
SQO Access
SQO Navigation
Quote Types
Adding Customers and Partners
Adding Parts and Pricing
Adding Sales Information
Adding Special Bid Details
Submitting the Quote/Bid
Checking the Status of the Quote/Bid
Ordering the Quote/Bid
SQO Help and Further Education
IBM Software Sales Business Operations (SSBO)
Introduction
IBM Software Sales Business Operations (SSBO)
The Basics of SQO
This presentation is intended for new users of SQO– It shows how to create and order a Passport Advantage Sales Quote /
Special Bid
SQO is the software sellers tool for...– Creating PA, PAE, Cloud Service Agreements, FCT, ASL/OEM, SaaS
Solution Provider and FCT to PA Migration...– Sales Quotes– Renewal Quotes– Special Bids
– Submitting Orders
Please use - SQO Support/Ireland/IBM – SQO Questions and Support requests
SQO Online Help and Tutorial - http://at3etworks.atlanta.ibm.com/SBOE/onlinehelp/index.htm
IBM Software Sales Business Operations (SSBO)
SQO Access
IBM Software Sales Business Operations (SSBO)
SQO Access via OneTeam
Create SQO Access request in OneTeam - https://w3-03.ibm.com/finance/access/login.wss– Follow Steps in Online Guide to Getting Access to SQO
– SQO can be found listed under– Software Group – DSW Online/Software Quote and Order (SQO)
– Request Submitter and Order Access Level– On the Access request details page, Distributed Software Online (DSWO)
Access Level field, select the Edit radio button.– On the Access request details page, Software Quote and Order (SQO)
Access Level field, if you need to create and submit orders, or order for your customers, click the Submitter and Order radio button.
– On the Access request details page, Attachment doc Access Level field, click the Add radio button to allow you to attach purchase order files to your orders.
– Requires Blue Pages manager approval
IBM Software Sales Business Operations (SSBO)
SQO Welcome Page
IBM Software Sales Business Operations (SSBO)
SQO Welcome Screen
When Opening SQO you will see the welcome screen
Use Left hand navigator to select Create a Sales Quote or one of the other navigation Options
IBM Software Sales Business Operations (SSBO)
SQO Quote Types
IBM Software Sales Business Operations (SSBO)
SQO Quote Types
After Selecting Create a Sales Quote you need to select the quote type and country– – – –
Select the Quote Type from the drop Down box
Use the 'Make Selections my Default' to set a cookie to remember your quote type and country
IBM Software Sales Business Operations (SSBO)
Adding Customers and Partners to a Quote
IBM Software Sales Business Operations (SSBO)
Creating a New Passport Advantage Sales Quote
Set the Quote Expiration Date (to end of current quarter)
Adding a Customer– There are 2 options
– Select and Existing Customer– Create a New Customer
IBM Software Sales Business Operations (SSBO)
Adding an Existing Customer 1
Click the Find an existing customer link
Add one of the following and click submit– Attribute (Name, Contract Option or Anniversary)
– Number (Site, Customer or Agreement)
IBM Software Sales Business Operations (SSBO)
Adding an Existing Customer 2
Customer information displays in the search results, including:– Customer site number
– IBM customer number
– Company name
– Customer agreement number, option, and level
Select the required customer from the returned list by clicking on Select Customer in the Actions Column on the right
IBM Software Sales Business Operations (SSBO)
Existing Customer Information
When an existing customer is selected the Customer Tab will be populated with the following information.
Check the site is active by clicking on enrolments
IBM Software Sales Business Operations (SSBO)
Existing Customer Information
After selecting a customer within SQO at the top right the customer’s details are displayed. When Agreement option is ELA then it requires support of any discount from the Dealmaker on the account..
The next section is Special Customer Groupings, under there you can see an IWL flag, which means after the Dealmaker approves it goes on for an IWL approval an only after this can you submit a bid.
IBM Software Sales Business Operations (SSBO)
Creating a New Customer 1
Click Create New Customer Tab
If you create a new customer for your quote or special bid, the new customer's record is created in SAP when you submit the quote or special bid.
If you are creating a Passport Advantage quote or special bid, a workflow will be initiated to enroll the new customer in the Passport Advantage program – PA Enrolments Overview
IBM Software Sales Business Operations (SSBO)
Creating a New Customer 2
The Offering Type will depend on the type of quote you are creating for Passport Advantage select PA or PA Express
Select the Agreement Type from the drop down list
AYEWTK Government & Academic
AYEWTK XSP
Setting up a New XSP Customer in SQO
IBM Software Sales Business Operations (SSBO)
Creating a New Customer 3
Fill Out the Rest of the Required Customer Information
IBM Software Sales Business Operations (SSBO)
Creating a New Customer 4
Fill Out the Rest of the Required Customer Information
Click on Continue
IBM Software Sales Business Operations (SSBO)
Adding Resellers and Distributors 1
If the quote is for the channel select Fulfilment Source = Channel
Select the links for adding a Reseller or Distributor
If either partner is not yet know use the TBD option
IBM Software Sales Business Operations (SSBO)
Adding Resellers and Distributors 2
You can search for Resellers by Name, Number or Authorisation
IBM Software Sales Business Operations (SSBO)
Adding Resellers and Distributors 3
Select the required Reseller from the search results by clicking select Reseller in the actions column
IBM Software Sales Business Operations (SSBO)
Adding Resellers and Distributors 4
The Reseller and Default Distributor information will be populated into your quote
If the default distributor is not being used for this quote click Select a Distributor to find a different distributor
IBM Software Sales Business Operations (SSBO)
Adding Resellers and Distributors 5
You can search for a distributor by Attribute or Number
IBM Software Sales Business Operations (SSBO)
Adding Resellers and Distributors 6
Select the required Distributor from the search results by clicking select Distributor in the actions column
IBM Software Sales Business Operations (SSBO)
Adding Parts and Pricing to a Quote
IBM Software Sales Business Operations (SSBO)
The Parts and Pricing Tab
There are three options for adding parts– Browse Parts (excludes SaaS)
– Find Parts (excludes SaaS)
– Browse SaaS (On-line Guide to adding SaaS parts scroll down to number 4 'Browse SaaS')
IBM Software Sales Business Operations (SSBO)
Browse Parts (excludes SaaS)
Use the Browse parts (excludes SaaS) option to browse through a list of products– Click to select a product to open and view the parts within it.
– Click the check boxes next to the part numbers you want to select for your quote or special bid
– Click add selected parts to draft quote
IBM Software Sales Business Operations (SSBO)
Find Parts (excludes SaaS) 1
Use the Find parts (excludes SaaS) link to search for parts by part number or description.– Enter a part number or description in the appropriate text field.
– Click the Submit button associated with the type of search you are conducting.
IBM Software Sales Business Operations (SSBO)
Find Parts (excludes SaaS) 2
– Click the check boxes next to the part numbers you want to select for your quote or special bid
– Click Add selected parts to draft quote to add the selected parts to your quote or special bid
IBM Software Sales Business Operations (SSBO)
Obsolete Parts
It's possible to create Special Bids and Sales Quotes that reference obsolete or soon to be obsolete parts.
Using obsolete parts in a quote results in:– The quote triggers automatically a Special Bid
– The override price and the entitled price might need to be added to the quote
– The order might be rejected, even though the bid is approved. There is no guarantee the approved bid will not be rejected as an order
– The processing time for orders that reference obsolete parts is longer than for standard part orders
– Use the Find Replacement Parts option instead to find valid parts
IBM Software Sales Business Operations (SSBO)
Parts Table 1
The top section of the parts table allows you to – Add the same discounts to all parts on the quote
– Apply an Offer to set a price for the quote
– Calculate the PVU's for the quote
– Also gives the option to recalculate the quote if you have updated the table.
- Token Deals - Please note: For bids involving token deals, prices will need to be entered for each part in order to ensure price uniformity for each part.
IBM Software Sales Business Operations (SSBO)
Parts Table 2
The main section of the parts table allows you to – Change Quantities
– Alter line item Prices and Discounts
– Add BP Override Discount
– Update Start and End Dates (Please see slide 78 for Token-specific date instructions).
– Check Reseller Authorisations
IBM Software Sales Business Operations (SSBO)
Adding Sales Information to a Quote
IBM Software Sales Business Operations (SSBO)
Sales Information Tab 1
Quote Description– Enter a meaningful title that will help distinguish this bid from others for
this customer
– Optionally also include a Full Description if you need more than 75 characters to describe the bid.
IBM Software Sales Business Operations (SSBO)
Sales Information Tab 2
Opportunity Number– A Valid Opportunity Number is Mandatory
– Select from Drop Down List or Enter Manually
IBM Software Sales Business Operations (SSBO)
Sales Information Tab 3
Opportunity Owner– You can change the Opportunity Owner
– Add their external e-mail address and click change opportunity owner
IBM Software Sales Business Operations (SSBO)
Sales Information Tab 4
Quote Editors– You can add a Quote Editor
– Add their external e-mail address and click Add Editor– Always add at least one other editor in case you are out of the office
IBM Software Sales Business Operations (SSBO)
Adding Special Bid Details to a Quote
IBM Software Sales Business Operations (SSBO)
Special Bid or Approval Requirements
If your quote requires a special bid a box will show with the reason a bid is required
Select the check boxes that apply to your quote– If there is no automatic requirement for a special bid but you wish to
force your quote to become a special bid use the “Add Additional Approval routing to this Bid” option to turn a sales quote into a special bid
IBM Software Sales Business Operations (SSBO)
Terms and Conditions Change
If your quote requires a Terms and Conditions Change– Select the check box
– Add clear details in the text box– Token Deals - Please note: For token deals, enter the Ts &Cs found on slide 79
IBM Software Sales Business Operations (SSBO)
Information Supporting Your Special Bid 1
Select the Customers Industry Segment from the drop down list
If any of the questions effect your bid select YES
Token Deals - Please note: If this is a token deal bid, see slide 80
IBM Software Sales Business Operations (SSBO)
Information Supporting Your Special Bid 2
If any of the questions effect your bid select YES
IBM Software Sales Business Operations (SSBO)
Information Supporting Your Special Bid 3
If any of the questions effect your bid select YES
Select all the Categories that apply to your special bid
IBM Software Sales Business Operations (SSBO)
Special Bid Justification 1
In the Justification Summary field, provide an explanation to the approver
Justifications should be easy to read and contain all the information the approver will need to approve the bid
IBM Software Sales Business Operations (SSBO)
Special Bid Justification 2
Bid Summary Sheet (Factsheet) Should be added to the justification:– For Example – the STANDARD Version for New Licenses :
– Financial Summary:– Customer Name: xxx– Total Special Bid Price: xxx K– Bookable revenue: xxx K– Maximum discount % band - xx%– Y/Y Growth for future years S&S: xx%– Special T and Cs: Yes/No– Bid Validity Date: xx/xx/xx
– 1) Customer Situation:– 2) Discount and T&C's Justification:– 3) Competition and competitive price-points:– 4) IBM Business Risk if bid is not Agreed:– 5) Deal Supporters:
IBM Software Sales Business Operations (SSBO)
Special Bid Justification 3
Bid Summary Sheet (Factsheet) – 1) Customer Situation:
– What can you tell the approver about the customer:– Do they currently use a competitor product– Have you meet with and talked with the customer– Who is the decision maker and what is the job title– Have you done a PoC– Has a technical sales person been on-site to review what we can do– Why and how are you trying to sell to this customer this product
– 2) Discount and T&C's Justification:– Matching price will rarely get you a LARGE discount. – To allow the approvers to make a decision you need to explain the rationale
behind the discount in relation to:– How our product compares with the competition– How the customer intends to use the product, perhaps they only need a small
part of the functionality– Is there a need to keep competition out or displace a competitor
IBM Software Sales Business Operations (SSBO)
Special Bid Justification 4
Bid Summary Sheet (Factsheet) – 3) Competition and competitive price-points:
– Give as much info as you can: Product, T&C’s, is it a cheaper offering any other details
– 4) IBM Business Risk if bid is not Agreed:– This is another useful way to justify your discount request. This is more than just
the fact we lose the revenue, that is already understood, what goes in here is:– Future upsells to this specific customer be this software or services– The possibility to sell into new division or locations or even countries– It might be the first chance we have to sell into a particular market in a
particular country– We need to beat the competition so that they do not get a foothold in the
customer / market– Displace a competitor and generate further opportunities.
IBM Software Sales Business Operations (SSBO)
Special Bid Justification 5
Bid Summary Sheet (Factsheet) – 5) Deal Supporters:
– This is someone from the brand who supports the discount being offered on their products.
– While there is no rule on this, guidance would be to get IMT brand support on deals over 30% discount, over 55% get IOT brand support.
– If you have trouble getting extremely large discounts over 80% you may need to get WW brand support.
– This support needs to be in an email which then can be attached into SQO.
Other Items to Add– Play support – If using a Sales Play– Direct Deal Approval– Hot List support– Complete DWF folder
– You can do the above yourself although this requires time trying to discover who needs to approve.
– The alternative is to engage STS and have them manage it all on your behalf.
IBM Software Sales Business Operations (SSBO)
Special Bid Justification 6
To attach supporting files, click the Add Attachment button.– Click the Browse button to locate your attachment files.
– Click to select the file.
– Click Open.– Up to four files can be attached at one time.– Up to 20 files (12 MB maximum size for each file) can be attached– Use a compression utility if your file size exceeds 12 MB
– Click the Submit button.
– A line for each attached file is displayed. You can download or remove each attached file.
– Click Add New Section to add additional justification sections with their own justification text field and attached files
– Token Deals - Please note: For token deal bids, see slide 81 for attachment details
IBM Software Sales Business Operations (SSBO)
Submitting the Special Bid for Approval
IBM Software Sales Business Operations (SSBO)
Double Check Before Submitting the Special Bid
SQO bids are frequently returned for the following reasons:– PA Site used is not Active.– Bid Summary Sheet not properly completed or missing.– IWL /Hotlist /ELA DM support is missing or unclear.– Sales Play Conditions/Contractual Conditions not matching the Bid.– Legal Fact Sheet is not properly completed or missing– Configurable Questions answered incorrectly– Token Bids are returned if:
• The Start/End dates for the E parts are incorrect . (See slide 78 for details)• Pricing per token part is not exactly uniform• Deal Worksheet, Token Calculator, Approvals and Fact Sheet are not included
To avoid delays in approvals and extra work submitting the bid please double check the above items in your bid
IBM Software Sales Business Operations (SSBO)
Double Check Before Submitting the Special Bid1. Customer Tab1.1 Expiration date
● Expiration date must be within the current quarter – Provide a justification if not
● If the Expiration Date is over 90 days = change of T&C's
1.2 Customer Details● Customer Site Status should br Active or Not Yet Enrolled in
FastPass check by clicking enrolment on customer tab
1.3 Partner Details● Is the BP authorised? If not, a Learner Permit should be attached● If no learner permit then a request must have been received for a
Transaction Agreement● If increased channel margin, support from WW VP for BP Initiatives
is required.
2. Parts and Pricing Tab2.1 Obsolete Parts
● Add justification for not using the latest/replacement parts in the special bid tab
● Support from WW Product manager needs to be attached
3. Sales Information Tab3.1 Opportunity Number
● Enter a valid opportunity number.
3.2 Quote Editors● Enter the intranet ID of your sales manager and at least one sales
colleague or STS Bid Creation Team contact.
4. Special Bid Tab4.1 Justification
● Ensure the Justification is clear and concise ● Ensure the Summary / Fact Sheet is added complete
4.2 ELA Contract Variant Customers● Deal Maker support must be attached. Click this link for
contact names Europe or MEA
4.3 Supports / Attachments● Ensure the attachments/Support mails are sufficient (full
mail trail) in English where required – DM, IWL, Hotlist, Swap sheets, Conversion template etc.
● Validity date of the support mails need to be correct ● Check the supported discount / details matches the
requested discount / details
4.4 Split Bids ● Ensure full deal information is provided in the justification
4.5 Contracted Bid - (Any deviations it is not a contract bid)● Signed and valid contract should be attached to the bid – If
not Deal Maker should confirm details● Deal Maker support needs to be attached● Bid contents must match the approved contract details
4.6 Sales Plays - (Any deviations it is not a sales play bid)● Select the Play tick box in SQO● Ensure discounts and Terms match the play● Attach the correct play and support
4.7 Credit check● Attach credit check when required – click for more details
IBM Software Sales Business Operations (SSBO)
Grid Special Bid Auto Approval
Effective 20th October 2014 - a new GRID concept will be deployed to handle the new PA/DSW seller delegation announced back in 2013. Discount requests that fall under this grid will not require approval and go automatically to ready to order.
If the quote has ANY of the following it will follow normal BAU routing and bypass the GRID delegation. So a bid is Not Applicable for GRID delegation if:– The discount over 40%– The quote is for a VAD/Partner– The quote is ELA or is a customer that has an ELA variant– It has SaaS, Monthly License, or Appliance parts– The quote is greater than $2 Million local currency dollars – A part is in a special bid part group that is marked as Grid restricted – A part has a revenue stream code that is not NEWLICNS – The quote is flagged as having T&Cs change– The Rate Buy Down question is answered yes – There is a Sales Play – The customer is in a special bid customer grouping– Any product on the quote is in the Rational Brand
SBO creator will be responsible to ensure compliance to SBO requirements and processes.
IBM Software Sales Business Operations (SSBO)
Submitting the Special Bid 1
Click on the Submit Link
Select the required Approvers at each level from the drop down list– In order to ensure your quote gets processed as soon as possible please ensure you select the
appropriate Level 1 Approver:
– SaaS & Appliances and Mixed Cart quotes to go to Dublin L1 ([email protected])
– Non SaaS/Appliances DSW PA quotes to go to Bratislava L1 ([email protected])
– Contact Europe Pricing CoE for help on selecting approvers
IBM Software Sales Business Operations (SSBO)
Submitting the Special Bid 2
Select your Quote Output Preferences
Click on Submit
IBM Software Sales Business Operations (SSBO)
Submitting the Special Bid 3
You will see this confirmation screen when the submission has gone through
IBM Software Sales Business Operations (SSBO)
Checking the Status of a Quote/Special Bid
IBM Software Sales Business Operations (SSBO)
Status 1
Click Quote status in the main SQO page or click Status in the left navigation menu to open the Status page.
IBM Software Sales Business Operations (SSBO)
Status 2
On the Status page, the criteria listed in the Common selection criteria section are used in your search
IBM Software Sales Business Operations (SSBO)
Status 3
On the Status page, the criteria listed in the Common selection criteria section are used in your search
IBM Software Sales Business Operations (SSBO)
Status 4
The tabs at the bottom of the Status page enable you to search by– Find by IBMer Assigned (Intranet e-mail, Last Name or Last Name, First Name):
– Find all quotes assigned to a sales rep, approver, or other person associated with the quote.
– Find by Customer (Name, Site or Agreement Number):
– Find all quotes for a particular customer or agreement.– Find by Partner (Site Number or Name):
– Find all quotes for a particular Reseller or distributor.– Find by Country/Region (IMT or Country):
– Find all quotes or special bids in a particular IMT or country.– Find by Approval Attributes (For Approvers Only)
– Find by Number (Quote number, SQO reference or SAP confirmation number):
– Find a particular quote. – Note: The common search criteria are ignored for this search.
IBM Software Sales Business Operations (SSBO)
Status 5
The Selected quotes page displays, with a list of quotes and special bids matching the search criteria you entered
Click the View details link next to the quote or special bid you want to view
IBM Software Sales Business Operations (SSBO)
Ordering a Quote/Special Bid
IBM Software Sales Business Operations (SSBO)
Order a Quote 1
If a quote can be ordered, the Order link displays at the bottom of the quote page and in approved special bids.
To order a quote, click Order in quote actions
IBM Software Sales Business Operations (SSBO)
Order a Quote 2a
When you click the link, all quote information is provided by the quote retrieval service in the Checkout - Billing and Shipping page:– Complete any required fields (indicated by an asterisk)
IBM Software Sales Business Operations (SSBO)
Order a Quote 2b
When you click the link, all quote information is provided by the quote retrieval service in the Checkout - Billing and Shipping page:– Complete any required fields (indicated by an asterisk)
– Please select the correct Channel Code for the order– Click Continue.
IBM Software Sales Business Operations (SSBO)
Order a Quote 3
Review the order information on the Review and Submit order page.– Select the method of payment.
– Purchase Order– Credit Card
IBM Software Sales Business Operations (SSBO)
Order a Quote 4
Purchase Order
On the Purchase Order tab, click the Purchase order (IBM Invoice) field– Enter the purchase order number
– Click Submit
IBM Software Sales Business Operations (SSBO)
Order a Quote 5
To complete the order and transition the order to fulfilment, you must attach a scanned purchase order and any other required documention. Otherwise the order is placed on Hold.– Click the Add Documents and Comments to Order XXX link.
– The Order information and attachments screen is displayed.
IBM Software Sales Business Operations (SSBO)
Order a Quote 6
Click the Browse button to locate a file to attach. Locate the purchase order file. Click the purchase order file to attach. Click Open. The file is attached to the order. If appropriate, provide a comment and an email address for the CF rep. Click Submit. The order is sent to fulfilment.
IBM Software Sales Business Operations (SSBO)
Order a Quote 7
Credit Card
IBM Software Sales Business Operations (SSBO)
Order a Quote 8
Credit Card
Click on Credit Card
IBM Software Sales Business Operations (SSBO)
Order a Quote 9 – Resubmit a Denied Order
Click on the link at the bottom of the “denial mail”.
Click on the Order Confirmation Number
This brings you to the order in SQO where you can attach your documents. Click on “Add Documents and Comments for Order: <XXXXXXX> to attach
your documents Your order is resubmitted by making and saving these changes
IBM Software Sales Business Operations (SSBO)
SQO Help and Further Education
IBM Software Sales Business Operations (SSBO)
SQO Support
SQO Support/Ireland/IBM– Task ID for all SQO Pricing, Process, and Program Issues
eCustomer Care– For SQO Access Issues
Support Special Bids/UK/IBM– PA, PAE & OEM Special Bid Approval Routing Questions
– PA, PAE & OEM Global Reader Access Questions
SQOFCT Administrator/Shared/Lotus– FCT & FCT to PA Migration Approval Routing Questions
– FCT Global Reader Access Questions
If in doubt use SQO Support/Ireland/IBM to request SQO help
IBM Software Sales Business Operations (SSBO)
SQO Help and Education
SQO Help Link– User Guide, e-Learning Module, Quick Reference & On-Line Help
DSW System Availability Link– A quick view of DSW System availability and status
IBM Software Sales Business Operations (SSBO)
SQO Help and Education
Sales Transaction Support is your one stop shop for pre-sales support!
Have STS create the bid on your behalf and spend more time with your client.– Contact them using Engage Support - https://w3-
05.ibm.com/isc/sts/engage/support/#/
Or start the bid yourself and have STS complete it and submit it.– Do the configuration of the customer, channel, parts table and other details.– Then have STS take over – You need to add the STS editor(s) for your region as
editors in your Special Bid.
How to reach to STS BSC team:– Webpage Link - http://w3.ibm.com/ibm/resource/sts_transformation_resource_page.html– Connections Link - https://ibm.biz/BdFzJU
IBM Software Sales Business Operations (SSBO)
IBM Software Sales Business Operations (SSBO)
Token specific information when creating and ordering a Passport Advantage sales quote
IBM Software Sales Business Operations (SSBO)
Entering the E parts (and updating their dates ranges)
IMPORTANT NOTE: The E parts need to be entered only if the customer is prepaying for the out year maintenance. Otherwise, the E parts will be put in the contract for out year payment, but they won’t be quoted at the time of the order.
First, you will open the token calculator and copy the E part #s from each sheet, similar to the process for adding the D part #s to your quote.
Then, you will need to change each E part number’s date range.
Click on the “Change standard dates” link next to the dates of the E part number.
IBM Software Sales Business Operations (SSBO)
Enter the following Ts&Cs: “This is an IBM token bid, which requires the standard Token IPAA amendment that is required for a token deal (Attachment, Exhibit and Schedule).” If you already have the contract, just attach it and reference that “The contract is attached as reference for the terms being requested” Otherwise state: “It is VSOE (if in an ELA) and has COMMITTED out year token S&S as described in the attached token worksheet”OR“It is CSOE (if a stand alone deal) and has OPTIONAL out year S&S as described in the attached token worksheet” Special Ts & CsFuture Purchase Options (Include the prices&MOV as you saw in your email pricing support)For example: FPO will be 15% YoY uplift with MOQ of 100K min - non-cumulative & must co-term with base agreement, prepaid. Etc... (any other terms that were granted in your pricing approval)
IBM Software Sales Business Operations (SSBO)
In EMEA:You will also need to select the “yes” radio button under question “2. Will you be formalizing special terms by way of a contract?”
If you know the details on the competition, it is always best to enter it by selecting the “Is this a Competitive Bid?” radio button and filling in the competition’s pricing.
IBM Software Sales Business Operations (SSBO)
1. The pricing support email from the Rational Brand Pricer (export from Notes into RTF) – This is not necessary, but should be attached if you have one
2. The IGF Financing RBD Quote, if financing (export from Notes into RTF)3. The Token Fact Sheet4. The Token Calculator5. The Internal – Token Worksheet6. The SandS_Spreadsheet_Analysis spreadsheet [or the email stating there is no current install, if they currently don’t own any Rational]7. The DM support email (If an ELA account, even if this deal isn’t in an ELA) (export from Notes into RTF)8. The IWL approval (if on the IWL) (export from Notes into RTF)9. The Deal Maker or S&S rep’s TFE and prepaid S&S amount approval, if parking licenses with a
TFE (export from Notes into RTF)10. Channel Assessment From from Sue Ward, if a BP is involved11. Any other supporting documents, like a previous contract
For a token bid: You will need to attach the following documents to the bid:
IBM Software Sales Business Operations (SSBO)
Next, you need to enter the Rate Buy Down.
If you got the RBD sent to you as one number, break it out as 3 in the programmatic box, and the rest in the incremental box. If the amount financed is greater than $1M, then the whole amount goes in the incremental box. The “Total cost of financing” is calculated, and should match what is in your IGF RBD Quote.rtf.
Always check the Future Price Commitment box, as token deals always specify the out year maintenance costs. Usually, the “Competitive” and “Close Business” boxes apply, as well.
IBM Software Sales Business Operations (SSBO)
Important and Helpful Links for SQO Bids Involving IBM Tokens
SQO Input guidance - no DMSS (Dec-2014) - Training document to take reps through SQO set up for token deals, that do not have a DMSS
SQO Input Guidance - DMSS Export (Dec-2014) - Training document to take reps through SQO set up for token deals where a SQO export is available
SQO Input Guidance - Add on orders. (Dec 2014) - Training document to take reps through SQO set up for token add-on deals.
IBM Token License Community – A community to engage the user with information and resources about token deals, end to end.