1. Microsoft Payment Central Process Overview
July 2018

2. Microsoft Payment Central Onboarding
Microsoft is pleased to announce the online experience for payment details for the FastTrack Partner Incentive Program (ID 107) accessed using the Microsoft Payment Central (MPC) Platform. To receive your payments, action is required to enter your payment profile to this new online experience.
New payees will need to enter bank and tax details via the Bank and Tax management pages. Bank profiles and currency assignment per location will appear and can be changed if required.
A payment profile that is correctly setup and ready to receive incentive payments will have the status of complete with a green tick symbol. This training provides summary and detailed steps.

3. Important Notes before we get started
There are 4 steps which must be completed to enable Microsoft to initiate payment:
Enter Contact Information
Fill out a Questionnaire
Enter Tax Information
Enter Banking Information
Each payee (location) must enter their bank and tax details, assign a banking profile and select a currency. These steps need to be completed within 30 days of receiving the initial with a link to the payee. Microsoft must have complete payment details for each location where incentives are paid in order to process the incentives payment.

4. Important Notes before we get started
Bank or tax profiles once created must be verified by Microsoft so they won’t appear as ‘Approved’ for 48 hours .If a profile isn’t approved after 48 hours, please contact Support at . Once bank and tax profiles are completed, you are redirected back to the Bank and Tax Management area to confirm assigned bank profile and currency details (no action needed if correct) or make changes if required as outlined below. Once all sections are complete, make sure to complete a final submission by clicking the SUBMIT button at which point the status of all sections will change to Pending Microsoft Action

5. Two important notes for the tax section
In the tax profile, you will be submitting tax details pertaining to either W9 or W8. Once final submission is done, tax profile status changes to “Pending Microsoft Action”. Please note that while any tax profile is “Pending Microsoft Action,” no tax profiles will be editable.
In case of any errors with tax validation rule, you will be notified to come to the portal and fix the tax section at which you can edit and resubmit the information.
A PIN is required on the W9 or W8. Please look for an from CTI on behalf of Microsoft with subject: PIN for Forms W8 or W9. The will include a 5 character PIN

6. Getting Started
Once the Payment Team has received your contact information, please look for an from Microsoft Payment Central with a link to provide information to facilitate payment. The subject line will read as: Action Required Invitation for payee account set up
The next slides will walk you through this one-time process.  The process is quite lengthy and you have 30 days to fill in all of the required information.
Hint: If you enter all of the information for at least one section, Contact Info for example, you will have extra time to finish the process.
For general questions please contact

7. Supplier/Payee View of MPC
Microsoft Payment Central Supplier Portal Home Page
External URL/Link: 2 1 2 4 3
Suppliers can use Manage Users to grant access individuals that have access to process the supplier information
The new Supplier Setup process will be notated with “New” on the left side and show a blue chevron identifying how to begin 1 3
Support Resources
FAQ
Support (CIM) 2
Click Terms to begin the process 4

8. Supplier/Payee View of MPC
Contact Info - Setup
Select the Account Type:
Individual
Organization
Select the Country/Region the supplier is based in
Organization Type
Government Entity
Partnership
Other Corporate Form
Click Next 1 2 1 3 3 2 4 4

9. Supplier/Payee View of MPC
Contact Info – Business Profile
Add/Edit the Organization Information (required):
Organization Name (if you have multiple locations for the same partner, please identify the country. For example, the naming convention should be “Contoso Norway”)
Doing Business As (DBA) (optional)
DUNS number (optional)
Add/Edit Contact Information (required)
Address – Business POC
Address – Accounts Receivable contact
Phone Number
Address (Address, City, State, Country, Postal Code)
Click Finish 1 1 2 2 3 3

10. Supplier/Payee View of MPC
Questionnaire
Supplier answers each of the questions that are required by the GPG (depending on the category that the Requestor has selected)
Click Finish 1 1 2

11. Supplier/Payee View of MPC
Tax Setup
Next is the Tax Section
If your company is in the US, Select if you’re filling this out on behalf of the Organization or as an Individual
If your company is outside the US, Select if none of these apply to you or your organization
Click Next 1 2 1 2

12. Supplier/Payee View of MPC
Tax Info
Select the Launch Tax Form
Tax form generates based on the type of supplier identified in the Contact Info stage
Organization name and address automatically populate into the form
Supplier enters their Taxpayer Identification Number (TIN):
Individuals enter Social Security Number (SSN)
Organizations enter Employer Identification Number (EIN) 1 2 1 3 2
Foreign Payee Status:
Revised W-8 Form Type:
Individual
W-8BEN
Business entities (e.g., corporations)
Substitute W-8BEN-E, or Formal W-8BEN- E (for certain financial payments only)
Intermediary entities (e.g., partnerships)
W-8IMY
Government entities
W-8EXP
Any person or entity that files a U.S. tax return
W-8ECI 3

13. Supplier/Payee View of MPC
Tax Info - Continued
Supplier scrolls down the page and looks to sign the document. Beneath the “Sign Here” box, type in:
Full Legal Name
PIN – An will be sent to the address you signed in with from CTI on behalf of Microsoft with subject: PIN for Forms W8 or W9. The will include a 5 character pin that should be used at this time.
Once complete, click Submit 4 4 5 5

14. Supplier/Payee View of MPC
Bank Profiles
Details section:
Enter the Bank Profile Name for your reference
Select the Bank Account location (country)
Disbursement Currency should automatically populate or select the correct currency
Select the Payment Method
Check
Electronic Payment Transfer
Click Next
Bank Account section
Add the ABA/IBAN Routing Number
Add SWIFT code (optional)
Add the Account Holder Name
Identify the Account Type
Enter and Confirm the Account Number
Click Finish 1 2 1 2 3 3 4 5 4 6 7 5 8 6 7 8 9 9 10 10

15. Supplier/Payee View of MPC
ABA/IBAN Number Failed Validation
In the case that any valid ABA/IBAN number failed validation:
Re-enter the IBAN number
Tick the “I know my bank details are correct…” statement
Once directed back to the bank account information screen, fill out all required information
Click the Finish button to submit 1 2 2 1 3 4 3 4

16. Supplier/Payee View of MPC
Support Resources for Suppliers 1 1
Support Resources can be found either at the top of the home page (Request Support) or within the FAQ tab
Within the “Request Support” tab, a pop-up window will appear that will generate an to AP support to assist with the inquiry. 1 2 2

17. Managing Users Payee View of MPC
Payee admins can add additional users to manager the profile.
These members will also be able to login to Microsoft Payment Central and manage the profile

18. Supplier/Payee View of MPC
When Supplier Information is Submitted…
What do the statuses of reviews mean?
Scenario
Status
Payee has not started a section
n/a (Not Started is not displayed to user)
Section has been started but not completed
Incomplete
Payee has completed a section but has not submitted the record
Ready to Submit
Payee submits the record
Pending Microsoft Approval
Positive response received back from SAP (Error – No User Input)
Completed
Negative response received back from SAP (Error – No User Input)
Negative response received back from SAP (Error – Need User Input)
Changes Required

19. Supplier/Payee View of MPC
Supplier Edits
Add an Additional Bank Profile for an Existing Supplier
Once supplier setup is completed, suppliers can add multiple bank profiles:
Click the V arrow
Click Add New Bank Profile to go through same process to add a new bank profile
Click the Edit button to modify existing bank profile
Status changes to “Ready to submit”. From here, click the Submit button to submit the new information 1 1 2 2 3 3 4 4

20. We’re here to help
If you have any issues or suggestions on how we can make this process easier, please contact us at
If possible, please provide screen shots of the error message(s) and the status bar for each section
Thank you for taking the time to set up your Microsoft Payment Central account

21. 12/3/2018 9:45 AM
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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. 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.