The Partner Incentives Experience. Make a coop claim on the portal

Transcription

1 The Partner Incentives Experience Make a coop claim on the portal

2 Learning objectives and agenda Objectives Agenda At the end of this training module, you will be able to: Make a coop claim on the portal Get ready to claim Learn about the claim form Make a claim Access Support

3 Get ready to claim Notes a. Rebates are automatically paid. There is no need to claim for them. b. Check the program Coop Guidebook for the following: The activity you want to claim for is an eligible one. The expense you want to claim for is an eligible one. The Proof of Execution (POE) that you need to submit for each activity/expense. The acceptable formats for all documentation. c. Check that you have the required coop funds available to you: Review your Earnings to see that you have the required coop funds available to claim against. d. Collect the required documentation and have it at hand before filling in your claim form: Invoices Proof of Execution (POE) Other supporting documentation

4 Layout of the claim form This is the layout of the claim form on the portal. 5 Navigate the form using the vertical scroll bar which is always visible as you fill in the claim form. 1 Enter the activity for which you want to claim expenses. Skyline Spain Skyline Create Claim 4,000 2 Attach the required proof as defined in the program Coop Guidebook. 3 Add comments to support your claim. 4 See your available coop funds.

5 Rules for successfully submitting a claim form Skyline Spain Create Claim 1. Partners must submit one claim form for each activity they are claiming. 2. Microsoft validates each claim individually. 3. The proof section of each claim form must include proof files. 4, Within a single claim, only one currency is allowed. 5. All Microsoft approved currencies can be claimed and the payment currency will be determined by the active currency within the payment profile.

6 Access claims 1 2 Skyline Program Skyline Program Skyline Program To make a claim: 1. Log on to the portal at using your Microsoft Account. 2. Select the relevant Program tile from the Programs hub. Note You can access claims if the status of your program enrollment is Active.

7 Step 1: Create a claim Skyline 1 On the Program page, you can now see a Program summary with high level details on your enrollment, claims information and financials. To create a claim: 2 3 Skyline 1. Click Claim management on the top menu. 2. Select your country/region under the Geography option. 3. Click Create claim to open the claim form.

8 Step 2: Select claim activity (1 of 2) 1 The claim form now appears. 1. Under the activity heading, complete the claim form by adding the Claim name, Activity, Expense, and Activity start and end dates. Note Click the hyperlink Click here to see a list of eligible activities and expenses for your program. Note Use the vertical scroll bar at the top of the page to quickly navigate to the different sections of the claim form. Skyline It is good practice to save the claim form as you work through it.

9 Step 2: Select claim activity (2 of 2) You should now see the list of core requirements and notices specific to the activity you selected. These are also set out in the program Coop Guidebook. 2. Review the core requirements and notices. Aside from the invoice, each uploaded proof file must meet the Core requirements listed in this section. Notices alert you to important reminders about the activity/expense selected. Notes Date format will be localized according to your enrollment settings. Coop qualifying activities matches the program Coop Guidebook. Partners can save their progress at anytime and return later to complete and submit the claim. 3. Select the I acknowledge check box at the end of this section. This is a required field. 2 3

10 Step 3: Add proof (1 of 3) Skyline Spain Skyline claim ,000 EUR Note Under the Proof heading, only the required forms of proof for the activity and expense you select are shown, as the portal filters on your selection. In this example: Invoices need to be submitted under the Invoice heading. Non-invoice Proof/POE files (e.g. certificate of course completion, copy of communication, photo of message for mobile) need to be submitted under the Communications material, Metric and Support document headings.

11 Step 3: Add proof (2 of 3) 1. Under Invoice, select the Claim Currency. Currency will show up in currency code. 2. Upload the invoice file Once uploaded, a subsection will pop out, and you will enter the following: Expense 3 Amount and Invoice Number. The Invoice Description is optional and can be used to describe details. Notes You can enter multiple invoices but within a single claim, only one currency is allowed. If you have two invoices in two difference currencies, either (a) create and submit two separate claims OR (b) convert one of the invoices to the selected invoice currency and attach both in the same claim form. An uploaded file is not active (clickable) until the claim is submitted. To check its content before then, you will need to remove it, check it and then upload again.

12 Step 3: Add proof (3 of 3) 4 4. Under Communications material, upload the required non-invoice related material communications, photographs, etc. Do the same for any other proof headings that appear. Notes See the table below for a list of file formats accepted for proof files. There is also a maximum file size of 10MB. To remove a proof file, click Remove under the proof heading. Note Acceptable File Types Consult the program Coop Guidebook for the specifics of eligible Activities, Expenses and required Proof of Execution (for an activity)..csv.doc.docx.htm.html.mht.msg.ppt.pptx.rft.xls.xlsx.bmp.dib.jpeg.jpg.jpe.jfif.gif.tiff.png.psd.wmv.wma.pdf.xps

13 Step 4: Add comments 1. Under the Comments heading, add free form comments that may aid in processing your claim Click Save on the scroll bar to save proof details for the claim activity. Skyline Spain Create Claim 2 The claim number appears after you click Save. You can save your claim and come back to it anytime.! Important Use the Comments box to communicate with Microsoft regarding your claim. Enter your comments and feedback here. To continue claim creating or submitting a claim, click the Program tile, then click Claim management. Under the Pending submission tab, click the claim number of your saved claim and continue editing the claim. Each time you enter a comment you need to click Submit in order to send it to Microsoft. (You can also save it, but there is no Reply button.)

14 Step 5: Submit claim (1 of 2) Skyline Spain Create Claim 1 1. To submit the claim for review, click Submit claim on the scroll bar. 2. Click Confirm in message dialog box. 2 Note Once you submit your claim, it cannot be changed until Microsoft completes their review.

15 Step 5: Submit claim (2 of 2) Once submitted, the Microsoft proof validation standard response time (SLA) is 5 calendar days. The proof validation process is completed when all proof files within the claim activity have been validated as either Proof Accepted or Proof Rejected.! Important If clarifications are needed on your claim, e.g. additional proof, you will be notified by the claim validators within the claim form. You will receive claim feedback (in English only) as: A general message on the Notifications tile (Microsoft requested more proof for Claim Activity (claim number). Note See more information on tracking your claim in the Tracking Claims training module. Detailed feedback on the Comments section of your claim (click Comments on the top menu bar to jump straight to this section of the claim form). Please read both messages to get a full understanding of the feedback and action required on your part.

16 Tracking claim status 1 Skyline Program Skyline 2 Note See more information on tracking your claim in the training module Tracking Claims. After you submit the claim: 1. See the Notifications tile for a message that Microsoft has received your claim and is reviewing it. You can track action required of you on the Notifications page. (Read this in conjunction with comments and messages on the relevant claim form). 2. See the Claim management page to track the claim as it moves from Requiring action to Proof review complete.

17 Summary: Navigate the claim form 1 Enter the activity for which you want to claim expenses. Skyline 4 On the vertical scroll bar (which is always visible at the top of the page as you fill in the claim form): See the total claim amount and currency you are claiming. Click a numbered tab for the section you want. Click Save to save your claim and Submit to send it to Microsoft for review. Note: An Action required message will appear in the scroll bar if you forget to complete any required fields. Click the red message text to go to the incomplete section. You can also check the Comments sections for more information. 4,000 5 See your available coop funds (this is the sum of earned coop funds less paid coop funds it does not include those claims currently under review) 3 Add comments to support your claim. 2 Attach the required proof (as defined in the program Coop Guidebook) you used such as, invoices, s communications materials, web addresses, images, etc.

18 Key takeaways for claims and proofs Claims are accepted/rejected individually. Claim validation and payment calculation are independent activities. This means, a claim is firstly either approved or rejected. If approved, it is sent for payment, and is then either fully or partially paid based on the available funds in your account. Microsoft claim validators will respond in English only. All Claim disputes can be found and managed from the Disputes option under the Support tile. Claim disputes must be submitted within the claim period (defined as the usage period + 45 days grace). The cap limit is displayed at the claim activity or expense level and will only be paid up to the cumulative cap threshold during payment calculations. Partner POE is maintained and accessed online. Partners can access their own Proof files from the Claim management page. Partners can claim in all Microsoft approved currencies for their incentive program.

19 Support inside the portal Support is available inside and outside the portal. Inside the portal 1 1. Click Support on the top menu or the Support tile for access. Find a link to Support on the top menu bar c d 2. On the Support page 2 these functions are available to you: Or select the Support tile on the homepage a a. Self help articles b. Chat c. Submit a ticket b d. Track disputes

20 Support outside the portal Outside the portal Channel incentives support outside the portal can be accessed on the Microsoft Partner Network (MPN) or using the regional support channels ( aliases below). MPN: Under the Support tab, select the Contact Support option. When the page opens, select Partner Incentives as your Category. You are then able to choose your Topic and Issue. Regional support channels: Program Type Program MPN Support North America Latin America Asia Pacific including Japan & Greater China Commercial Programs Online Programs Managed Reseller Hoster Syndication microsoft.com EMEA Japan support [email protected] Note If submitting a Support ticket, indicate that it relates to the portal of Partner Incentives Experience, and mention the relevant area; for example, enrollment or migration. Also mention your browser version, and if possible, include a screenshot of the relevant screen.

21 Thank You 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentations. 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.