Partner Quick Start Guide

1. Partner Quick StartGuide Software Assurance Planning Services

2. Quick Guide through the Partner Engagement Process This step by step guide is designed to assist partners navigating through a sequential engagement process. This information and more is located in the Voucher Life Cycle and Voucher Guidance Videos within the Microsoft Partner Portal: www.microsoftdps.com.

3. Partner Step 1Meeting Partner Eligibility Requirements Before a partner can register for a Planning Services program, they must first meet the Partner Eligibility Requirements.

4. Partner Step 2Register for Planning Services in MPN After completing this process, all locations will be approved for the programs for which you were eligible. Anyone that holds a Contact Role for an approved location ID in MPN, will be able to access VVR and reserve and redeem vouchers on behalf of that location ID. Once the partner is eligible for a program, they may opt into the program using the steps below: MPN Membership restrictions and renewals: By design of the MPN tool, if the partner is within 90 days of their MPN enrollment expiring, the partner will need to first activate their new MPN enrollment in order to register for the Planning Service sub programs. By activating the enrollment prior to their current enrollment’s expiration date, it will not expire the current enrollment or memberships, but will allow the partner to enroll in new programs through their new MPN membership. Planning Services memberships will need to be renewed each year along with the MPN membership renewal

5. Partner Step3Update Provider Directory Information The Provider’s Directory is where customers search for eligible Planning Services partners in their area. The information you provide will show up in the customer’s search. When a location is approved in MPN, the city and country listed for that location ID will be automatically listed as the supported location for the location ID in the provider directory. If a Partner wants to remove, edit, or add supported locations, they can do so by following the steps below.

6. Customer Creates & Assigns Voucher*Non-Partner Step* The customer must assign the voucher to someone within their own company and then pass the voucher information along to the Partner. The voucher should not be assigned to someone within the Partner’s company. The Partner will receive the voucher information when the customer forwards you the voucher email generated by VLSC.

7. Partner Step 4Reserve Voucher in VVR Before the partner begins an engagement, they must first Reserve their voucher in VVR. Anyone who holds a contact role for an approved location ID in MPN will be able to access VVR and reserve vouchers on behalf of that location.

8. Partner Step 5aConduct the Engagement After reserving the voucher in VVR, the partner’s next step is to conduct the engagement for the total length of the voucher which was reserved Engagement type, lengths, required materials/content and scope are located here:

9. Partner Step 5bRequired Deliverables Each engagement should result in two required deliverables for all Planning Services Programs: • After you have completed an engagement and are ready to prepare your deliverables to upload to Microsoft, please complete these steps in the order they are listed. • “Open” a Planning Services Completion Report (*a new form must be opened from the URL for each new engagement). • Fill out the Planning Services Completion Report, attach the Customer Deliverable • Save form locally (as an .xml file) for next step. Don’t take this step until you have completed the two steps above.  

10. Partner Step 6Redeem Voucher in VVR After the partner has conducted the engagement, they must redeem their voucher by uploading the required deliverables in VVR. Review your required deliverables here. Anyone that holds a contract role for an approved location ID in MPN will be able to access VVR to redeem a voucher (s) on behalf of that location.

11. Partner Step 7aRegister in SAVB This step is only required if the voucher that you redeemed was your organization’s first redeemed voucher for a Planning Service Program SAVB is a unique system, separate from VVR, with a one-time requirement to “register” your organization and each of your voucher programs in SAVB. The registration cannot occur for a program until an Org has at least one voucher redeemed for that program in VVR SAVB only displays vouchers that have been redeemed in VVR. SAVB does not display vouchers that are still in “reserved” status in VVR. Please refer to the SAVB Partner User Guide for these steps as well as screenshots of this process.

12. Partner Step 7bObtain a New Vendor ID This step is only required if you don’t have a vendor ID setup and mapped for your location ID for another Planning Services Program in SAVB Microsoft will automatically initiate a New Vendor ID Request for each new country that registers in SAVB You can use the same bank account for locations in different countries as long as those countries are located in the same Microsoft Company Code If you don’t want to create a new vendor ID for a new location, please let us know and we will cancel the NVA

13. Partner Step 7cAssign Vendor ID This step is only required if this is your first time invoicing this location ID under this program in SAVB. If you have never invoiced the location under any program in SAVB, then you will need to complete step 7b to create a new vendor ID before assigning your voucher If you have invoiced the location under a different program in SAVB, that vendor ID will be mapped and then you can assign your vendor ID to your location ID

14. Partner Step 8Invoice your Voucher Please Reference the SAVB Partner User Guide for screenshots of this process • From your program Home Page, click on the “Create Payment Request” link located in the “I Need To…” menu in the right zone of the page. • Using the voucher search criteria filters, narrow your voucher selection to find the vouchers for which you want to invoice. Click search. • Review the Redeemed vouchers in the “Create Payment Request – Select Vouchers” pane in the lower half of the screen. • Check the “Invoice By” date next to the vouchers to ensure that you prioritize the ones that are closest to the date shown for submission first. • To view the Voucher Details of a particular voucher listed in the table, click on the arrow next to the voucher record, or use Expand All/Collapse All to see all details for all vouchers. • Select the vouchers you wish to attach to this payment request. Click on the “Add” in the row of each voucher to be included. • Confirm the Voucher Sub-Total for the vouchers you have added to the payment request. • Input your company’s own proprietary alpha/numeric Invoice Number in the “Partner Invoice No.” field provided. (*Required Field) • Input tax rate and attach any required documentation. SAVB will prompt you if you are required to supply a soft or hard copy of the invoice • Important: Be sure the information on your own company invoice exactly matched the information in the only payment request including partner invoice number and total. If your invoice does not match, your payment may be delayed. • After clicking Submit or Save, you will receive a confirmation.

15. Partner Step 9Receiving Payment For your Voucher

16. Partner Step 9 (cont.)Receiving Payment For your Voucher

17. Resources Have a question? Please contact us • Information in this presentation and more located in the: • Planning Service partner portal: www.microsoftdps.com • Voucher Life Cycle • Voucher Guidance Videos

18. Appendix

19. High Level Overview of Voucher Process 1 Customer: Assigns DPS vouchers to someone within theirorganization 2 VLSC Customer: Contacts a qualified provider to schedule an engagement. VLIT Systems 3 Partner: Validates customer’s voucher information and reserves it 4 Partner: Delivers a DPS engagement VVR 5 Partner: Redeems the voucher and submit deliverables 6 Partner: Submit invoice and request payment SAVB CHIP Partner: Receives payment

20. 6 Steps to Running a Planning Services Engagement Customer: Assign a Planning Service (DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS) voucher to someone within your organization.  Getting Started Customer: Contact a qualified provider to schedule an engagement.  Provider Directory Partner: Validate customer’s (DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS) voucher information and reserve it in the VVR Tool.  Instructions Partner: Deliver a Planning Service (DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS) engagement. Resources: DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS. Partner: Complete and upload the deliverables to Redeem the voucher through the VVR Tool.  Instructions. Contact the RSCs for VVR support questions. “Open” a Planning Services Completion Report (*a new form must be opened from the URL for each new engagement). Fill out the Planning Services Completion Report and attach the Customer Deliverable (*save form locally as a.xml file for next step) Required deliverables located here. Upload the saved Planning Services Completion Report in VVR Tool to Redeem the Voucher. Partner: Submit invoice and request payment through the SAVB tool. Click here for more information on SAVB. Contact the RSCs for invoice or support questions.

21. Planning Services: Voucher Creation and Use

22. Quick Escalation Guide