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Create an IPO Special bid in an APM world

Create an IPO Special bid in an APM world. IPO Special bid request. Before you start creating a special bid request. Please check Which Distributor I’m buying this deal from? Is the EC quote created in this Distributor’s Sub – Region? Partner on quote and Opportunity must be the same!

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Create an IPO Special bid in an APM world

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  1. Create an IPO Special bid in an APM world

  2. IPO Special bid request Before you start creating a special bid request • Please check • Which Distributor I’m buying this deal from? • Is the EC quote created in this Distributor’s Sub – Region? • Partner on quote and Opportunity must be the same! • When buying through Distribution you must have a “t2 quote” • Distributor and Reseller must be on the quote output report • What is the EC QRN (quote reference number) ? • Is the quote in a “ready to order status” and “shared”?

  3. IPO Special bid request Examples how to check EC: Quote Center Page: EC: Quote output report: Reseller 123r Only if both Distributor and Reseller are on the header of the quote output report, the quote can be used for in a tier 2 Special bid request

  4. IPO Special bid request Before you start creating a special bid request • Login to PRM and look for the correct Opportunity • Use the generic SMEC Special Bid Opportunities • These have been created for each Partner – Distributor relationship • Open the Opportunity with the correct Distributor • Via double click on the Opportunity Name • Enter the Opportunity # in the search field • Use the View “FY14 SMEC Special Bid Opportunities” 1 Open the Opportuntiy with the appropriate Distributor 1 The Opportunity Name will contain the Distributor and the Reseller Name

  5. IPO Special bid request Before you start creating a special bid request • Visibility to the generic Opportunity is given automatically to • Users with a PRM Profile of “PRM Admin” or “PRM Admin • Channel Sales Lead • If you don’t have access to this generic Opportunities • Contact the BP Helpdesk and ask to be added to the Opportunity sharing

  6. IPO Special bid request Creation of an IPO Special Bid 1 • Handing over the Special bid to the Distributor • if Distributor rejects the Special bid request • The status will change to “Rejected by Distributor” and a rejection comment will be provided • If Distributor approves the Special bid request, and hands this over to Avaya • The status will change to “Send for endorsement” • The Owner will change to the Avaya Sales person who needs to endorse 2 • If Disributor rejects • Status = Rejected by Distributor • Rejection comments are required 1 • If Disributor processes bid • Click [Send for Endorsement] button • [Request Status] updates to Send for Endorsement 2

  7. IPO Special bid request Creation of an IPO Special bid • Automated email notifications throughout the special bid process will be send to the requestor of the special bid as well as to the Distributor • Confirmation notifications • Reminder notifications • Status change notifications • Approval notification will be sent to the Distributor only

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