Create an IPO Special bid in an APM world

Report
Create an IPO Special bid in an
APM world
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IPO Special bid request
Before you start creating a special bid request
 Please check
– Which Distributor I’m buying this deal from?
– Is the EC quote created in this Distributor’s Sub – Region?
– Partner on quote and Opportunity must be the same!
– When buying through Distribution you must have a “t2 quote”
– Distributor and Reseller must be on the quote output report
– What is the EC QRN (quote reference number) ?
– Is the quote in a “ready to order status” and “shared”?
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IPO Special bid request
Examples how to check
EC: Quote Center Page:
EC: Quote output report:
Reseller 123r
Only if both Distributor and Reseller
are on the header of the quote output report,
the quote can be used for in a tier 2 Special bid request
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IPO Special bid request
Before you start creating a special bid request
 Login to PRM and look for the correct Opportunity
– Use the generic SMEC Special Bid Opportunities
– These have been created for each Partner – Distributor relationship
–
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Open the Opportunity with the correct Distributor
– Via double click on the Opportunity Name
– Enter the Opportunity # in the search field
– Use the View “FY14 SMEC Special Bid Opportunities”
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Open the Opportuntiy
with the appropriate
Distributor
The Opportunity Name
will contain the
Distributor and the
Reseller Name
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IPO Special bid request
Before you start creating a special bid request
 Visibility to the generic Opportunity is given automatically to
– Users with a PRM Profile of “PRM Admin” or “PRM Admin
– Channel Sales Lead
 If you don’t have access to this generic Opportunities
– Contact the BP Helpdesk and ask to be added to the Opportunity
sharing
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IPO Special bid request
Creation of an IPO Special Bid
 Handing over the Special bid to the Distributor
–
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if Distributor rejects the Special bid request
– The status will change to “Rejected by Distributor” and a rejection comment will
be provided
–
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If Distributor approves the Special bid request, and hands this over
to Avaya
– The status will change to “Send for endorsement”
– The Owner will change to the Avaya Sales person who needs to endorse
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If Disributor rejects
- Status = Rejected by Distributor
- Rejection comments are required
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If Disributor processes bid
- Click [Send for Endorsement] button
- [Request Status] updates to Send for Endorsement
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IPO Special bid request
Creation of an IPO Special bid
 Automated email notifications throughout the special bid
process will be send to the requestor of the special bid
as well as to the Distributor
– Confirmation notifications
– Reminder notifications
– Status change notifications
 Approval notification will be sent to the Distributor only
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