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Systems Deal Registration in MYSA Q&A V4

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Presentation on theme: "Systems Deal Registration in MYSA Q&A V4"— Presentation transcript:

1 Systems Deal Registration in MYSA Q&A V4
April 2, 2019 Christian Theisler

2 Question 1 :I am connecting to MySA and get a error message on MySA
Question 1 :I am connecting to MySA and get a error message on MySA Please contact AP: EMEA: NA & LATAM: Japan: Or call partnerworld contact services   Question 2: If I have a question to the Systems Deal Registration process, who should I contact Questions on the Systems Deal Registration process can be raised to the IBM Deal Registration contact in your Question 3 : Who can raise a Systems Deal Registration The Systems Deal Registration can be raised by the Reseller , Distributor or a 3 party. The person raising the Deal Registration will typically be the the opportunity owner of the opportunity. It is important that the Distributor and Reseller is added to the opportunity, for them to be able to see and update the Opportunity and the Deal Registration  Question 4 : If a Reseller mark a opportunity "BP Private", no IBM'er  will be able to see this What will happen if they make a Deal Registration for this opportunity, can a IBM'er see this If they submit an opportunity marked "BP Private" for a systems Deal Registration only IBMers the Business Partner has specifically put on the Sales Team or IBMers with access to MySA/IM for review and approval will be able to see it.   If the BP put an IBMer on the Sales Team the IBMer will be able to see the opportunity but not the Systems Deal Registration.   Once the BP remove the "BP Private"   flag on the opportunity the opportunity becomes visible to IBMers and can not be put back on.  

3 Question 5: Can the partner change the status “BP Private” , and make the opportunity visible in MySA Yes, the partner can change the status. But a opportunity can not  return to status private, when it once have the 'public' status. Question 6 : Can a Distributor make a  Opportunity and a Deal Registration for a Reseller The Distributor can establish a opportunity for the Reseller, but for now the Distributor will be the opportunity owner. The development team is working on a facility for the Distributor to transfer opportunity ownership to the Reseller. Same for the Deal Registration.   The Systems Deal Registration is tied to the opportunity so if the BP (Tier 1 or Tier 2) have visibility to the opportunity they have visibility to the Deal Reg. Remember IBMers can not see the HW Deal Reg unless they have access to MySA/IM. Question 7 : How can a partner request a new customer number A valid customer number is required to establish a Systems Deal Registration When the customer is not available in on the look up facility creating the opportunity, the partner can connect with there IBM contact and request the customer number. For Europe/MEA please see appendix A   

4 Question 8: Can the partner change status , and make the opportunity visible in MySA Yes, the partner can change the status. But a opportunity can not  return to status private, when it once have the 'public' status. Question 9 : Will the Distributor and Reseller get an when an opportunity has been entered Confirmation of the new opportunity registration will be communicated to the one who raised the opportunity in MySA. Question 10 : What communication will be send to the user raising the Deal Registration There is set of notifications (mail’s) that will be send based on the status change of the Deal Registration. Following the list of mails being send Status Submission confirmation Status Approved Status Denied Status Expiration reminder Status Extension requested Status Extended Status Extension denied Status Withdraw    

5 Question 11: What are the different status of a Deal Registration
Question 11: What are the different status of a  Deal Registration Following the different statuses that can exist for a Systems Deal DRAFT : the Business Partner have started a Deal Registration, but saved as draft before submitting APPROVED : the Deal Registration is submitted by the Business Partner and approved This Deal Registration can be auto approved or approved manual in a Investment Review DENIED : the request for Deal Registration was denied by IBM. This will typically happen when this request is a duplicate, and the Business Partner have requested an investment review. The outcome of this review is request denied. EXPIRED: A Deal Registration is valid for 180 days (if new client 360 days). The Opportunity owner will get a notification from IBM 14 days before the Deal Registration expires MySA allow for a extension of the Deal Registration (up to 365 days, and up to extensions) . If this is not requested or given, the Deal Registration will expire. WITHDRAWN: The Business Partner have withdrawn the Deal Registration ADDITIONAL INFO REQUESTED : In a Investment review the situation can be that IBM request additional information, to determine if the Deal Registration can be given. EXTENDED: The Business Partner request for extension has been approved SUBMIT FOR REVIEW : The Business Partner have submitted the Deal Registration for Investment Review. This happens when the deal registration is a duplicate, and the partner ask for the Investment review. EXTEND DENIED : The Business Partner have requested a extension of the Deal Registration, but IBM have denied this. This will typically happen if the Partner have not worked with the client to develop the deal Question 9 : Will the Distributor and Reseller get an when an opportunity has been entered Confirmation of the new opportunity registration will be communicated to the one who raised the opportunity in MySA. Question 10 : What communication will be send to the user raising the Deal Registration There is set of notifications (mail’s) that will be send based on the status change of the Deal Registration. Following the list of mails being send     What are the different status of a  Deal Registration which we can in MySA and what does it mean?  What will happen with our Deal Registrations currently in PSAT?   What will happen with Deal Registration requests which have been entered end of March but not yet approved?  Can I request a new dealregistration when the old one has been expired?  How long is a dealregistration valid?  Where can I find the terms of the Systems HW Deal Registration?   

6 Question 12: What will happen to the Deal Registrations in PSAT
Question 12: What will happen to the Deal Registrations in PSAT All approved Deal Registration in PSAT will be migrated to MySA. Migration will be completed on April 2, when MySA open for System Deal Registration. Question 13: What will happen with Deal Registration requests which have been entered end of March but in status , Draft, Submitted for approval or additional info requested. As the migration only cover approved Deal Registrations, these Deal Registrations will not be migrated. Therefore it is recommended that all deal registration get to approved (or denied) status before March 31 The IBM Country team can extract these from the PSAT, for the Business Partner to re request these these Deal Registrations. Question 14 : Can I request a Deal Registration when the ‘old’ Deal Registration has expired; As a Business Partner you can always request a Deal Registration. It is recommended only to do this is the activity with the client starts to develop. Question 15 : Where can I find the General terms of the Systems Deal Registration. You will find the General terms document in the following link      

7 Question 16: Can I request Price in MySA as I did in PSAT
Question 16: Can I request Price in MySA as I did in PSAT MySA has the same interface to ePricer as know from      

8 Appendix A Request Customer number for Europe/MEA

9 As a IBM Business Partner to request a customer number for a Systems Deal Registration you can use the following two methods 1) Send a to the IBM Systems Deal Registration help desk 2) Send an to your IBM contact to connect with the IBM CMR create team The with the request to create a new Customer Number for Systems Hardware should be sent to or your IBM contact person including the following information Customer Legal Name:  Company Address:  Country:  Company No (fiscal number or chamber or commerce number) VAT Reference:  Line of Business / Client Industry Segment :  Official Company Website:  of the requestor:  The above information are mandatory to create a Customer number In addition you may like to send the following optional information: Abbreviated Name:   Mailing Address:  Contact Name: Contact Job Title:   Contact Phone Number:  Contact   When submitted, the Systems Deal Registration team will check if a customer number exist, request the customer number creation and inform you. It will take a few days (possible a week) before the new customer number is available in the MySA tool for use   


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