Adjustment & COCP Barbara Kwok Licensing Operations Specialist.

Slides:



Advertisements
Similar presentations
Change Order Missouri Local Programs How to Complete a Change Order & Get it Approved.
Advertisements

JPMorgan Chase Purchasing Card Training
DDPS Customer and Partner Training
Enterprise Software Advisor (ESA) 2.1 Release Channel Partner Operations Training May 2007.
1 Exception Processing New Directions UMACHA August 14, :00 – 2:30 PM, CT.
Administrative Support Workshop January 16, 2014.
DM CONVERGENCE OCTOBER 11TH. FEATURE: YEAR END CLOSE PROGRESS BAR © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista.
March 26 th, Maximizing Efficiency with ADP.
FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC eConnections / eSignature Recurring Credit Card Processing Accident Expense Plus ®
Page Bill of Collections and Overpayments – Federal Contracts November 10, 2011 Midwest SBLO Meeting.
United Nations University United Nations Development Programme UNU Atlas Implementation Project Atlas Briefing Sessions – Tokyo Mar 2009 Requisitions,
Match Exceptions & Buyer Reports Finance Business Solutions Shaleen Batra Finance Business Solutions – User Support & Training.
Andrea McDonald Academic Licensing Enhancements - Campus and School Agreement 3.4.
Systems Tool Tips Explore.ms MOET Lee Poh Soo. Explore.ms Enterprise Late True Up Select Master Compliance Subscription Details Future Billings Price.
Microsoft Services Provider Agreement. I want to provide my customers with software services that include Microsoft licensed products. Microsoft Services.
Synnex SPLA Getting Signed Up. Service Provider License Agreement (SPLA) Overview Program Eligibility and Structure There are two options available to.
Microsoft Services Provider License Program
1. 2 ESA Fee Payment Clifford Heng Channel Support Manager.
MyFloridaMarketPlace Receiving Made Simple Commodities and Services Job Aid.
Copyright CovalentWorks Training Guide for Invoices MYB2B Powered by CovalentWorks.
 Advances & Clear Advances  Foreign Vendors  Manual POs  Wire Transfers.
Finance & Administration Quarterly Update Business Affairs Update April 27, 2009.
Verification. What is Verification? Verification is confirmation of eligibility for free and reduced price meals under NSLP and SBP. -Verification is.
Lead Management Tool Partner User Guide March 15, 2013
Andrea McDonald – Programs Donal Barry - Operations Academic Licensing Enhancements - Campus and School Agreement 3.4.
Leveraging Government Business with Promark’s GSA Schedule.
Redevelopment Grant Program Implementation Workshop Spring 2010.
1. To start the process, Warehouse Stationery (WSL) will invite you to use The Warehouse Group Supplier Electronic Portal and will send you the link to.
Microsoft Partner Conference Invalid Agreement Trends  Top 5 Reasons  Critical Fields on Contract  Select  Enterprise  Campus  School.
Agreement Scenario Discussion Lauren Lo Licensing Operations Specialist.
Iowa School Microsoft Settlement. Live Questions During this presentation, questions with subject line “ICN” for live response to:
Name, DESIGNATION Title, Company Name Date 2013 RRSP Loan Program Edward Jones.
Microsoft School Agreement. 2 Agenda What is School Agreement? Is School Agreement Right for You? How Does it Work? Additional Resources.
Accounting & Financial Analysis 111 Lecture 8 Source Documents, Day accounts/Specialised Journals, Debtors & Creditors Subsidiary Ledgers.
VLSC December 2009 Release Release Date: December 7th, 2009.
Suppliers on Contract Purchase Order for Services.
Suppliers without a Contract Purchase Order for Services.
How to Access and Redeem Cisco Certification Exam Discount Vouchers Step-by-Step Guide August 2013.
MS Invoice E-Invoice Solution Overview March 2016.
Dynamics Lead Referral Program Advanced Partner Deck.
Contract Compliance Training. Department Personnel Office of the General Counsel (OGC) Mario K. Castillo General Counsel John Guest Deputy General Counsel.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. Supplier Invoicing Standard.
“How To” Session Summer 2016 Budget/Position Control Vanessa Sifuentes
UW Whitewater Procurement Card Program
Microsoft FastTrack & FY16 Office 365 Adoption Offers
Microsoft FastTrack & FY16 Cloud PBX Adoption Offer
CLOSING AND DELIVERING SONYMA LOANS
Chapter 16 Financial source documents BSBCMN207A/03—Reconcile invoices for payment to creditors BSBCMN207A/04—Prepare invoices for debtors Copyright 
Training Documentation – Replacing GSPR with RFQ 2.0
Veritas WebForm Ordering
2012 Business Guidelines for Association Membership
Microsoft 365 powered device offers Execution Guidance
Microsoft FastTrack & FY16 Cloud PBX Adoption Offer
Scenario Introduction
Australia Partner Billing Update
Australia Partner Billing Update
I-Supplier Training Guide
IBM Embedded Solution Agreement (ESA)
Customer Contract Management Scenario Overview
First Time Punch-Out Registration
Retail Markets Producer Portal Demo.
Purchasing & Accounts Payable Tips and Tricks
Customer Contract Management Scenario Overview
Mandatory Grant: ATR07/08 & WSP08/09
SALES RECEIPT ASSOCIATE CUSTOMER
Microsoft Hardware Through Distribution Reseller Volume Price Program (VPP) July 1st 2012 through June 30th 2013.
EU/IMF 15 Day Rule.
Business & Finance Policies & Procedures Training
Presentation transcript:

Adjustment & COCP Barbara Kwok Licensing Operations Specialist

Agenda  Adjustment Matrix  Criteria for Valid Adjustment  What is considered Invalid  Top 3 Reasons for Invalid  Adjustments and Scenarios Workshop  Change Of Channel Partner (COCP)  Common Mistakes Made for COCP

Adjustment Matrix  Determine if prior approval is required  Contact Microsoft Sales Account Manager to obtain the approval (via ) before submitting Adjustment Request in Explore with approval attached  Submit Adjustment Request in Explore and copy Microsoft Sales Account Manager Invoice less than 90 days Invoice more than 90 days Net Credit less than USD 50K No approval required Approval required Net Credit more than USD 50K Approval required

Criteria for Valid Adjustments Correct Selection of Reason Code Provide Relevant Description for the Adjustment Satisfy 90 days Return Policy Complete all Mandatory Field

What is considered as Invalid Adjustments?  Form incorrectly completed  Duplicate adjustment request  Additional details required (replacement PO, details on pricing description, details on license and qty)  Adjustment reason insufficient  Incorrect original quantity  Invalid PO #  Invalid Agreement#

Top 3 Reasons for Invalid Adjustments  Missing Replacement PO number.  Incorrect Information provided, such as wrong invoice number, incorrect enrollment number etc.  Unclear details. Adjustment reason/s do not match the supporting document/s.

Adjustments

Scenario 1: Order Placed in Error What is wrong? Adjustment reason Line Item Details

Scenario 2: Incorrect Billing Option What is wrong? Adjustment reason Line Item Details Replacement PO#

Adjustment Questions?

Change Of Channel Partner (COCP) Terms & Conditions of COCP  You have confirmed that the newly appointed reseller is from a list of authorized resellers to offer Microsoft Volume Licensing products.  The change in reseller will take effect 30 days from the date this form is signed by the customer. This form must be sent to Microsoft no later than 10 calendar days of customer’s signature date.

Change Of Channel Partner (COCP)  You must notify us and the previous reseller in writing. You must notify us using this form and no other form of notification will be considered valid. You may notify the previous reseller by your own means but such notification must be on or before the date you sign this form. This notice can be given any time during the term of your volume licensing program, but no less than 30 days prior to the anniversary.  All amounts due before the effective date of the change will be paid to the previous reseller. All amounts due on or after the effective date of the change will be paid to the newly appointed reseller.

Change Of Channel Partner (COCP)  You are responsible for working out all other arrangements related to this change with both the previous and the newly appointed reseller, and you are responsible for ensuring all obligations to the previous reseller are met.  A delay may occur in recording this change, from receipt of this notice to the date of the change, and you agree to hold Microsoft harmless from any disputes arising out of any payment(s) made, or any credit issued, to an incorrect reseller as a result of this change.

Change Of Channel Partner (COCP)  Other sections of your agreement or enrollment may be affected by this change. If you have appointed your previous reseller to other portions of your contract such as the media ship to or any notices contact, you must change these contracts as well. Please contact your new reseller to change your contact details.

Common mistakes made for COCP  Incorrect details of LAR provided  No Signature date  No LAR signature  Wrong Agreement information given

Change Of Channel Partner (COCP) Questions?

Thank You Microsoft provides this material solely for informational and marketing purposes. Customers should refer to their agreements for a full understanding of their rights and obligations under Microsoft’s Volume Licensing programs. Microsoft software is licensed, not sold. The value and benefit gained through use of Microsoft software and services may vary by customer. Customers with questions about differences between this material and the agreements should contact their reseller or Microsoft account manager. © 2006 Microsoft Corporation. All rights reserved. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries.