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Business Practices Back Office Brazil

Business Practices Back Office Brazil. AGENDA ck Office Brazil. Objective Back Office x Contracts Roles and Responsibilities Processing Orders Tools and Templates Rules - checklist Booking Post-booking. Back Office Brazil Team. Ana Tavares (ana.tavares@oracle.com)

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Business Practices Back Office Brazil

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  1. Business PracticesBack Office Brazil

  2. AGENDAck Office Brazil • Objective • Back Office x Contracts • Roles and Responsibilities • Processing Orders • Tools and Templates • Rules - checklist • Booking • Post-booking

  3. Back Office Brazil Team • Ana Tavares (ana.tavares@oracle.com) • Manager / Lad Sales Orders / DPO • Daniela Bannitz (daniela.bannitz@oracle.com) • VADs / Partners/ Region BR ( except SP and South) • Mariana Lima (mariana.rosanti.lima@oracle.com) • VAD /Partners / Region SP and South

  4. Back Office x Contracts

  5. Preparing an Order document • Order Type: • “Standard” Order • When the Oracle terms is used in the order as is. In this case A BAP Form or POP (online) should be use to place an order. • non“Standard” Order • Any adjustments in the Oracle terms. • Order with more than 12 months support; • Installments for support; • Migrations; • Generic or Specific Hosting; • Important : • When Sign the PDF template, fill in the field: “Contrato de Licença do usuário final” with your internal order number.

  6. Preparing an Order document • Pedido “Standard” : Produto Apps • Cliente Privado • Always Vad/Partners must fill in the latest version of BAP Form and POEU. • Cliente Setor Público • Always Vad/Partners must fill in the latest version of BAP Form, there is a specific template fo Public Sector. • Requested documents for a Public Sector Order • Bid process for the Government Agency • Edital and Anexos; • Bid Process with Price hold, Agency owner of Ata or Agency mentioned in Edital: • Ata de Registro, Edital do Registro and anexos; • Bid Process, adesão and Ata from Price hold for specific agency: • Ata de registro, Edital do registo and anexos, oficio para adesão de solicitação and autorização • Register in Diário Oficial da União; • Standard Oracle commercial proposal with OLSA clauses

  7. Preparing an Order document • Enterprise Linux e VM Order • Private and Public Sector Customer • Vad/Partners must fill in the latest version of BAP Form. • ELSA • Signed document between Oracle and End User, with VAD or partner closing the deal is responsible to get the signature from End user. • After all fields filled in: • Vad/partner send to Back Office team all documentation for previous validation, this documentation is send through e-mail; • BackOffice answer to the Vad/partner, showing any correction needs before final signature. Back Office need Bap Form and POEU to be validated together.

  8. Tools and Templates • For Opportunity registration: • PRM – inform the opportunity ID when submit an order for Oracle • To perpare “standard” and non “standard” orders: • Legal Name Change – request to SALES REP • Exception letter – Request to SALES REP • Additional Discount • Orders with different Support terms • Orders with different Support payment terms • To prepare “standard” Apps order : • Bap Form : Private Customer and Public Sector (Pay attention to the Bap Form template – they are different) • POEU (Proof of end user) • Oracle Standard Commercial Proposal including OLSA clauses: only for Public Sector • To prepare orders Enterprise Linux and VM: • Bap Form : Specific Bap Form to be used for Private Customer and Public Sector • ELSA : Signed by End User

  9. Indirect Orders -“standard” • What is the rule? • Orders above USD 200K net license a POEU or a contract between partner and End user signed is required in the order package. • How is the process? • All Order documentation must be sent to Backoffice team by e-mail, good visibility for scanning pages and the signatures with right identification form complete name and position from customer and end user. • All documents should have been submitted previously for validation and revision for backoffice team. • For booking is not necessary the original document. • After, for auditor purpose, the original documents need to be submitted to Backoffice team form Oracle countersignature and files. • In case of VAD/partner needs a copy of the order, it should be signed 2 copies, Oracle needs a copy anyway. • Important : • Orders with Addictional Discount, should have a previous approval from Oracle Sales Rep.

  10. Business Practices - Checklist • Orders below USD 250k (Price list + Sup) the e-biz discount from partner/Vad has a 5% discount increase. • VAD selling direct to the End User, Oracle request an internal approval, contact Sales Rep; • Partner needs to follow your Preferential VAD, any exception Partner need to request an approval from preferential VAD and Oracle Aliances, contact Sales Rep. • Partner that intermediate an Order from VAD, must have a FUDA Light active with Oracle. • The Order signature has to be in the current month, is not permitted an order signed a month before current month.

  11. Post Booking • End user receives: • CSI notification, via e-mail, through Welcome Letter. • This notification will always be sent to the e-mail address on the purchase order, so always check that the e-mail address is correct before submitting an order for booking.

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