DDPS partner and customer voucher process

Report
Channel Incentives Platform
DDPS |Customer
and
Partner Training
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DDPS Customer and Partner Training - Overview
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Today we will be going over the steps that allows a Microsoft Customer and Partner to start engaging and activating vouchers for
the Desktop Deployment Planning Services.
First Part
1.
Customer: Activating the voucher
2.
Customer: Converting vouchers
3.
Getting a MPN ID
4.
Registering your company on the OSSD
5.
Registering as a DDPS Provider
6.
Getting approved (70-635 Exam)
7.
Finding and engaging the customer
8.
Validating and reserving the voucher
Second Part
1.
Getting Paid
2.
Redeem a Voucher
3.
Requesting payment through SABV tool
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Step 1: How to Activate DDPS Voucher
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1.
Sign into VLSC (https://www.microsoft.com/licensing/servicecenter/home.aspx)
2.
Select Software Assurance from the top menu
3.
Click on Planning Services (This will take you to the S.A Benefit Details Page)
4.
Click on LicenceID for which you want to manage Planning Services.
5.
Select planning services.
6.
Select the DDPS voucher type and service level.
7.
Assign the planning services voucher to a project manager within your organization.
*The project manager will receive an e-mail that provides information about the benefit. This is will also include a link to a list of MS
partners of MS Consulting Services so that the project manager can schedule the planning engagement.
**FYI: You can convert unused training vouchers to engagement days on a 3:1 basis
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Converting Unused Training Vouchers To Engagement Days
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Part 1: Activate Training Vouchers
1.
Sign into VLSC (https://www.microsoft.com/licensing/servicecenter/home.aspx)
2.
Select Software Assurance from the top menu
3.
Click on Training Vouchers (This will take you to the S.A Benefit Details Page)
4.
Click on LicenceID for which you want to manage Planning Services.
5.
Select training vouchers
6.
Select activate
Part 2: Convert Training Days to Planning Services Days
1.
From the Training Voucher Benefit Detail Page, select Convert Training Days
2.
VLSC will prompt you to choose the number of Training Days you want to convert and confirm the conversion action.
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What are the Partner requirements to participate as a
DDPS Provider?
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To qualify and be approved as a |
DDPS
provider, partners
must:
1. Be enrolled in the Microsoft Partner Network (MPN)
Partners must be enrolled in the Microsoft Partner Network (MPN) and have a Microsoft Partner Network ID (MPN ID).
2. Have a Windows Live ID that is associated to the partner MPN organization.
During DDPS registration, partner individuals must sign in using a Windows Live ID that is associated with the partner organization.
•
Sign up for a Live ID
•
Learn how to associate a Live ID to a partner organization
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Partner requirements to participate as a DDPS Provider
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3.Register as a DDPS Provider: http://iwsolve.partners.extranet.microsoft.com/ddps/
Register your company online for each service type with a simple online acceptance of the Terms and Conditions.
4.Get Approved
Your registration will remain in a "pending" status until your organization has met the approval requirements for DDPS which is having
on staff at least one consultant having passed exam 70-635.
After registering, view the DDPS Interactive Guide to walk you through the DDPS process from start to finish.
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Finding and Engaging the Customer
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1. Customers qualified to engage in Package Services: need to have signed one of the following Volume Licensing agreements
•
•
•
•
•
Enterprise Agreement (EA)
EA Subscription
Open Value
Open Value Subscription
Select with Software Assurance Membership (SAM)
2. How Partners connect with eligible costumers
There are several ways to go about proactively identifying customer opportunities and verifying customer entitlement to the Packaged
Services benefit to help create your qualified customer list.
•
•
•
•
Joint Account Planning with Your Partner Account Manager to Create a Qualified Customer List
Working with LARs
Offer Deployment Planning to all Customers Regardless of Eligibility
Working with Customers to Determine Eligibility
3.Conducting the Engagement
•
•
Customer has to activate the Voucher in the Microsoft Volume Licensing System,
Partner reserves the Voucher in the Voucher Validation Redemption Tool
Note:If the partner does not validate the customer's voucher, it may have already been used or is no longer valid If the partner does not
immediately reserve the voucher in VVR after validating, the voucher is still available for other partners to reserve.
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Validating and reserving the voucher in VVR
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Step 1: Validate/Reserve a Voucher
1.Go to https://vvr.microsoft.com/
2. Click Sign In:
3. Log in using a valid Passport account name and password. The user must be associated to the registered MSPP ID of an
approved Packaged Services Partner to enter the system.
4. Click Packaged Service Voucher Administration
5. Click Validate/Reserve Voucher:
6. Enter the Voucher number. Enter the corporate email address of the person at the customer organization who was assigned to
the voucher (the Packaged Services Contact) at the time of voucher creation.
7. Click Validate Voucher
8. Enter the expected Service Start Date and Service End Date - Please ensure that the Service End Date is sometime PRIOR to
Voucher Expiration Date.
9. Click Reserve Voucher
Validate the Voucher once the Partner has delivered the Planning Service Engagement.
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Get Paid
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When the partner has completed the DDPS engagement, they are ready to begin the process to receive payment from Microsoft.
1. Submit Planning Services Completion Report (Info Path) and Redeem Vouchers in the VVR Tool
Partners must submit required deliverables for the engagement using the Planning Services Completion Report InfoPath Form.
Partners will need a Live ID to sign into the Info Path Form
*Important: The Planning Services Completion Report will need to be saved locally to be uploaded in the next step.
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Redeem a Voucher
Step 2: Redeem a Voucher
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1.Go to https://vvr.microsoft.com/
2. Click Sign In:
3. Log in using a valid Passport account name and password. The user must be associated to the registered MSPP ID of an
approved Packaged Services Partner to enter the system.
4. Click Packaged Service Voucher Administration
5. Click Redeem Vouchers
6. Search and select the Voucher being Redeemed.
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Redeem a Voucher
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7. Partner should create an invoice that includes the relevant Voucher ID. Enter the Partner Invoice Number associated with this
voucher in the space provided.
8. Enter the Service Start Date as was submitted at the time of Reserving the Voucher.
9. Enter the Service End Date as was submitted at the time of Reserving the Voucher.
10. Click Upload Voucher Deliverables
11. Click Browse to locate the first Deliverable to be uploaded.
12. Select the Deliverable to be uploaded
13. Click Attach
14. Click Confirm Redemption
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How to request payment through the SAVB tool
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To access SAVB for the first time
https://channelincentives.microsoft.com/home.mvc/savb
STEP 1 – Select your program: Software Assurance Voucher Benefit
1.Select organization: Company Name
2.Select the voucher programs in which your organization participates.
3.Click Register when completed. You will then receive a confirmation and then you will go back to the ‘Home Link’
Step 2 – How To Map Your Bank Accounts
In the ‘I Need To…’ box there is a link where you can ‘Manage Payment Profile’. This will allow you to assign where you want the
payments to go in case you have multiple bank locations for one of your organizations
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.
*Remember a Global administrator much register in SAVB to establish use of the tools for the organizations program. An
organization may have up to 3 Program Administrators (PA) in SAVB.
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How to request payment through the SAVB tool
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Step 3 – Create Payment Request
In the ‘I Need To…’ box there is a link where you can ‘Create Payment Request’
PART 1: You will have to fill in these 4 fields and click search.
•
Select Country
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Select Payment Profile
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Locations
•
Tax Jurisdictions
PART 2:When the results come back review the redeemed vouchers and select the ones you want to receive payment on.
•
Verify the partner information
•
Input Partner Invoice: Put your own company invoice number in the required field
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Confirm sub total
PART 3: Once subtotal is confirmed
•
Input Tax: put in the correct tax based on tax jurisdiction
•
Attach documentation: attach invoice of the work that was completed
•
SUBMIT, wait for confirmation number
*Make sure that the invoice number and money total match your records or payment could be delayed*
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Q&A
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Question and Answer Session
This now concluded our presentation and we will take any questions that you
might have or any problems that you have encountered or might encounter in
the future.
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