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Software Assurance Voucher Benefit (SAVB) Online Tool

Software Assurance Voucher Benefit (SAVB) Online Tool. User Training. Course Outline. Introduction: SAVB Online Tool Overview Getting Started in SAVB User Scenarios Resources Partner Next Steps Q&A Appendix. Introduction: SAVB Online Overview. Existing Process. New Process - SAVB.

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Software Assurance Voucher Benefit (SAVB) Online Tool

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  1. Software Assurance Voucher Benefit (SAVB)Online Tool User Training

  2. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix

  3. Introduction: SAVB Online Overview Existing Process New Process - SAVB Automated online process Increased reporting functionality Ability to view payment pipeline • SAVB is an online partner tool that will streamline the invoicing process for redeemed vouchers, reduce errors and potential for rework, speed time to payment and simplify overall voucher program management.  • Manual process through the RSC • Minimal reporting • No insight into payment status

  4. Introduction: SAVB Online Overview Introduction: SAVB Online Overview SAVB Features & Benefits • Filter and select vouchers based on Country, Location or All. • SAVB auto-calculates the payment request total amount for the selected vouchers. • SAVB auto-populates partner org and payment information based on saved profiles. • SAVB will prompt the User for submission of partner’s invoice (hard or soft copy) when required. • User can easily review and/or edit a payment request before submitting. • User has the option to Submit Now, or Save and submit the payment request later. • SAVB provides a confirmation after each payment request submission, with a unique Microsoft Reference Number for easy tracking. • SAVB provides a real-time view of all payment statuses, accessed through the Home Page. • SAVB reminds users to submit a hardcopy invoice if required. • Payments are made within 30 days of approval of valid payment request. • User can easily manage how and where payments are to be received.

  5. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix

  6. Getting Started in SAVB Getting Started in SAVB For Existing (Active) Partners Your payment profile information will already be uploaded to SAVB, based upon the payment preferences and bank details you have previously provided to your RSC. After registering in SAVB, you will map your payment profile to locations using SAVB. If your payment profile does not appear or is incorrect, please contact your RSC immediately. • Steps For Existing (Active) Partners: • Go tohttps://vvr.microsoft.com/Passport/Signin.aspxto redeem your vouchers, as usual. • Access SAVB via the quick link provided in VVR, or directly at https://channelincentives.microsoft.com/home.mvc/savb. (If you access SAVB directly, you will be required to log-in using your Windows Live ID.) • At SAVB’s “Registration” page, select your Organization and the Program(s) for which you are registering to use the SAVB online tool. (You will only need to register one time per program.) • Proceed to the program Home Page.

  7. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix Log-In Registration Home Page Map Bank Accounts Create Payment Request Voucher Search, Payment Request Search Add New/Manage Users View My Profile

  8. User Scenario: Log-In to SAVB • https://channelincentives.microsoft.com/home.mvc/savb • Input your Windows Live ID associated with your Organization, and your Password. • Click Sign-In A B A • This Windows Live ID Log-In is only required when SAVB is accessed directly through https://channelincentives.microsoft.com/home.mvc/savb • Log-In is not required when navigating directly to SAVB from VVR. B

  9. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix Log-In Registration Home Page Map Bank Accounts Create Payment Request Voucher Search, Payment Request Search Add New/Manage Users View My Profile

  10. User Scenario: Registration • https://channelincentives.microsoft.com /home.mvc/savb • Select Organization: Identify the Organization with which you are associated. • Programs Available for Registration:Select the voucher Programs in which your Organization participates. Select one or all to register in SAVB. • Click “Register”. • Programs Registered: List of supported programs for which you have already registered in SAVB for your organization. Step 1 Step 2 Select Your Program A B A C D D B C

  11. User Scenario: Registration • https://channelincentives.microsoft.com /home.mvc/savb • Registration Confirmation:Check to make sure the listed program is the same as the one you just registered. • Click on “Go to Home” Step 1 Step 2 Registration Confirmation A B A B

  12. About Registration • A Global Administrator for your organization in the Microsoft Partner Network (MPN) mustregister in SAVB to establish use of the tool for the organization’s program(s). Subsequent users will not see the Registration page when logging into SAVB once your program has been registered. • An organization may have up to three Program Administrators (PA) in SAVB. The PA can: • Add Users and Locations within the partner’s organization • Create/manage the partner organization’s payment profile by Location. • Register additional programs in SAVB. • Partners will be able to independently manage multiple programs through SAVB. [Example: SATV, or Packaged Services (DDPS, EDPS, SDPS, BVPS), or both.]

  13. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix Log-In Registration Home Page Map Bank Accounts Create Payment Request Voucher Search, Payment Request Search Add New/Manage Users View My Profile

  14. User Scenario: Home Page • https://channelincentives.microsoft.com • Program Selection dropdown menu. • Action Items: View your most immediate SATV or PSB Program Action Items. • Recent Payment Activity: View current Payment Status and Activity by unique Microsoft Reference No. • “I Need To. . . .” : Select tasks to do. • Other “Quick Links” Navigation • Payment Request Status:Check the status of your payment request work. • Payment Status: Check the status of approved payments in process. FEATURES A B D A C B C E D E F G F G

  15. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix Log-In Registration Home Page Map Bank Accounts Create Payment Request Voucher Search, Payment Request Search Add New/Manage Users View My Profile

  16. IMPORTANT NOTE! • Regarding Access to Bank Details & Payment Profile • IMPORTANT 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.  This waiting period will allow Microsoft the time necessary to create required vendor ID(s) in our automated payment system.  • If after the waiting period, you are still unable to see or map your payment profile(s) in SAVB to your locations, it may be because Microsoft requires additional essential bank details or tax documentation for your organization.  If this occurs, please immediately contact the Microsoft Accounts Payable alias for your region for help:   

  17. User Scenario: Map Bank Accounts • https://channelincentives.microsoft.com

  18. User Scenario: Map Bank Accounts • https://channelincentives.microsoft.com • Vendor ID:The list of banks you use to receive electronic funds transfer payments for your locations. Expand to see more detail. Verify the last 4-digits of the associated accounts. • Bank Reference Name : The reference name given this bank and account. • Actions: You can rename the “reference name” or deactivate an account you do not want to be used. • Assign Bank Accounts: To assign a bank account to one of your locations, click on “Edit Assignments”. Step 1 Step 2 Manage Bank Accounts (Program Admin Only) A B C A B C D D *Note that Location 1 & 2 both map to the same bank account, while Locations 4, 5 & 6 map to a different bank account.

  19. User Scenario: Map Bank Accounts • https://channelincentives.microsoft.com • Map your location(s) to the desired bank’s reference name. • Click “Save”. Step 1 Step 2 Map Bank Accounts (Program Admin Only) A B A B

  20. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix Log-In Registration Home Page Map Bank Accounts Create Payment Request Voucher Search, Payment Request Search Add New/Manage Users View My Profile

  21. User Scenario: Create Payment Request • https://channelincentives.microsoft.com

  22. User Scenario: Create Payment Request • https://channelincentives.microsoft.com • Select Country: Select the country applicable to the organizational Location(s) and their vouchers you are invoicing. • Select Payment Profile: Select the Payment Profile under which you want payment to be made for the Location(s) you are covering in your payment request. • Locations: From the dropdown menu, select the Locations which map to the payment profile, for which you want to invoice. • Tax Jurisdiction: Select the tax option that correctly applies to the Locations you have included. • Click “Search”. Step 1 Step 2 Step 3 Step 4 Select Vouchers A B A B C D E C D E

  23. User Scenario: Create Payment Request • https://channelincentives.microsoft.com • Review Redeemed Voucher Results:Review the redeemed vouchers in the table based on your search criteria. Check their “Invoice By” date. • Voucher Detail Arrow: Expand voucher rows to review and confirm voucher details. • Change Criteria: You can go back and change your selection criteria (country, location, etc.) to get new results. • Select Vouchers: Using the “Add/Remove”, select the vouchers to include in this payment request. Step 1 Step 2 Step 3 Step 4 Select Vouchers (cont’d) A A C B B D C D

  24. User Scenario: Create Payment Request • https://channelincentives.microsoft.com • Partner Information: Verify your organization name and address. • Partner Invoice No. Field: You must input your own company invoice number in this required field. • Confirm Sub-Total: Verify the sub-total for the vouchers you have added to your payment request. Step 1 Step 2 Step 3 Step 4 Confirm Payment Request Detail A B C • If there is no tax or additional partner invoice proof required, just verify the Total. A C B

  25. User Scenario: Create Payment Request • https://channelincentives.microsoft.com • Input Tax: Input the correct tax (%) to be added, based on the applicable tax jurisdiction. (Partner responsibility.)SAVB will automatically update the invoice total based on your tax % input. • Attach Documentation: Depending on the Country associated with your payment request, you may be prompted by SAVB to upload and attach a softcopy of your company’s invoice, or you may be required to send a hardcopy to your RSC. • Click “Submit” (or Save For Later, or Cancel) Step 1 Step 2 Step 3 Step 4 Input Tax and Submit Pay Request A B A B C C

  26. User Scenario: Create Payment Request • https://channelincentives.microsoft.com • A unique Microsoft Reference No. will be attached to your payment request when you “submit” it or when you “save” it. • If you need help, you can reach your Regional Service Center (RSC), by clicking the Contact Us link. • View your Payment Requests:Use this link to review other payment requests you have submitted or saved in SAVB, or to view current payment statuses. Step 1 Step 2 Step 3 Step 4 Payment Request Confirmation A B A B C C

  27. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix Log-In Registration Home Page Map Bank Accounts Create Payment Request Voucher Search, Payment Request Search Add New/Manage Users View My Profile

  28. User Scenario: Voucher Search, Payment Request Search • https://channelincentives.microsoft.com START HERE

  29. User Scenario: Voucher Search • https://channelincentives.microsoft.com • Search Criteria:Use filters to narrow your voucher search by: • Country • Location • Voucher Status* • Customer Name • Customer Email • Voucher Number • Redeemed Start/End Date • Click “Search”. A A • * Voucher Status Menu: • Redeemed • Processed • Past Invoice Date B B

  30. User Scenario: Voucher Search • https://channelincentives.microsoft.com • Review Search Results:View the results in the table below. • Voucher Detail: Use expand/collapse arrows to view voucher details under each row (expand all / collapse all). • “Invoice By”:The date by which the voucher must be invoiced. • “Export to Excel”:Use to create your own report or reformat. • “Days”:Number of days in the voucher. A D A C E 5 B B 5 C 5 D 5 5 5 E 5 5 5 5

  31. User Scenario: Payment Request Search • https://channelincentives.microsoft.com • Search Criteria:Use filters to narrow your payment request search by: • Country • Location • Status* • Invoice No. • Microsoft’s Reference No. • Submitted By • Submission Date Range • Click “Search”. A • *Payment Request Status Menu: • Saved • Pending Approval • Approved • Denied • Action Required A B B

  32. User Scenario: Payment Request Search • https://channelincentives.microsoft.com • Review Search Results:View the results in the table below. • Payment Request Detail: Use expand/collapse arrow to view additional payment request detail. • View Payment Request Aging:Number of days in process since submission. • View Additional Invoice Required:Shows you if you are also required to mail a hardcopy of your own invoice to your RSC. • “Export to Excel”:Use to create your own report or reformat. A B C D A E D C B E

  33. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix Log-In Registration Home Page Map Bank Accounts Create Payment Request Voucher Search, Payment Request Search Add New/Manage Users View My Profile

  34. SAVB User Roles & Permissions • https://channelincentives.microsoft.com

  35. User Scenario: Add New Users • https://channelincentives.microsoft.com

  36. User Scenario: Add New Users • https://channelincentives.microsoft.com • Enter Individual’s Contact Details: Including first name, last name, and email address • Select and assign a Role for the Individual you are adding. Assign the role of Program User or PA depending on how your organization and Locations are structured. • Click “Add Role”: You will see the Role and the Location it applies to added to the list of User Roles above. • Click “Send Invite”. An email “invitation” will be sent by SAVB to the added User. The User must “accept” the invitation in order to perform tasks in SAVB Step 1 Step 2 Enter New User Contact Information A B A C D B C D

  37. User Scenario: Add New Users • https://channelincentives.microsoft.com • Receive Invitation: The new User receives an email invitation to become a SAVB Program User or Program Administrator. • Activate User Account:The new User must click on the link to activate. Step 1 Step 2 User Accepts Invitation A A

  38. User Scenario: Manage Users • https://channelincentives.microsoft.com • Select “Manage Users” Link • Filter by Individual: Administrators can search by Name, Role, Role Status, and Program. • Search: After entering your search criteria, click “Search” to view user results below. • Activate or Deactivate Users: Program Administrators can review user details, activate or deactivate Users, or edit their roles or location assignments. A A B B C C

  39. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix Log-In Registration Home Page Map Bank Accounts Create Payment Request Voucher Search, Payment Request Search Add New/Manage Users View My Profile

  40. User Scenario: View My Profile • https://channelincentives.microsoft.com • Review your Organizational Profile. • Review your own User Role. FEATURES A B A B

  41. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix

  42. Resources • Support

  43. Resources Training • Training Resources, including: • Recorded Live Meeting training • User Training Videos • Step-by-step User Guidance Documentation • FAQ’s

  44. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix

  45. Partner Next Steps • Transitioning to SAVB • To be ready for transition to SAVB by March 15th, 2010: • Training: Identify your organization’s Global Administrator in MPN. Be sure your Global Administrator is trained in SAVB and ready to register program(s), establish additional Users, and map payment profiles to Locationsin SAVB. To access training, click the SAVB Training Resources link on your SAVB home page. • Payment Processing Cut-Over: The RSC made its FINAL manual payment run on March 1st 2010.

  46. Partner Next Steps • Encourage others in your Organization with a need to know how to use SAVB to access a recording of this Live Meeting training, posted to your resource site. • Review the User Guide (.doc) posted to your resource site. • Review this training deck to familiarize yourself with SAVB functionality. • Download the handout from this Live Meeting, or • Look for a follow-up email with the link to today’s recorded session.

  47. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix

  48. Course Outline • Introduction: SAVB Online Tool Overview • Getting Started in SAVB • User Scenarios • Resources • Partner Next Steps • Q&A • Appendix

  49. Getting Started in SAVB • Steps for NEW Partners: • Complete all required program enrollment steps as directed by your SA program, including signing of Agreements. • Microsoft will contact you to initiate set up of your Microsoft Vendor payment account (required). • Log in to VVR to reserve and redeem vouchers per program instructions. • Access SAVB via the quick link provided in VVR, or athttps://channelincentives.microsoft.com/home.mvc/savb. (If you access SAVB directly, you will be required to log-in using your Windows Live ID.) • At SAVB’s “Registration” page, select your Organization and the Program(s) for which you are registering to use the SAVB online tool. (You will only need to register one time per program.) • Proceed to the program Home Page.

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