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Invalid Agreement Trends Top 5 Reasons Critical Fields on Contract Select Enterprise Campus

Agenda. Invalid Agreement Trends Top 5 Reasons Critical Fields on Contract Select Enterprise Campus School Contract Completion Contract Checklist. Invalid Agreement Trends – FY 04. Top 5 Reasons. Missing / Inconsistent Contractual Information End Customer’s Name Inconsistent

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Invalid Agreement Trends Top 5 Reasons Critical Fields on Contract Select Enterprise Campus

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  1. Microsoft Partner Conference 2004

  2. Agenda • Invalid Agreement Trends • Top 5 Reasons • Critical Fields on Contract • Select • Enterprise • Campus • School • Contract Completion • Contract Checklist Microsoft Partner Conference 2004

  3. Invalid Agreement Trends – FY 04 Microsoft Partner Conference 2004

  4. Top 5 Reasons • Missing / Inconsistent Contractual Information • End Customer’s Name Inconsistent • Incorrect Agreement Version • Select Volume Forecast Form: Applicable Product Pools & Levels not elected • Missing / Incorrect Agreement Number • Missing Prior Agreement No • Indicated Wrong Prior Agreement No • Indicated Wrong Master Agreement No • Missing Purchase Order No • Missing MBA/Master Agreement No Microsoft Partner Conference 2004

  5. Top 5 Reasons Contd… • Missing Customer / Contacts Details • Missing Fax, Phone No, Postal Code & Email ID • End Customer Signature Missing / Not Original • Missing Notices Contact Information • Missing Required Document • Missing Channel Price Sheet • Non Compliance With VLO Policy • Enterprise Enrollment : Amendment to Section 5, “Establishing your price level” • Renewal Grace Period Expired Microsoft Partner Conference 2004

  6. Critical fields on Contract • Select Agreement • Microsoft Business Agreement Number (tagged to existing MBA) • Customer contact details • Recipient for MVLS notification • Price Level Forecasting Options : Option 1 or 2 • Determine the price level for each pool Microsoft Partner Conference 2004

  7. Critical Fields on Contract Contd... • Select Enrollment • Microsoft Business Agreement and Master Agreement Number • ( tagged to existing MBA & Master Agreement) • Must have matching version for agreement/enrollment. In other words, no Select 6 enrollments on Select agreements and vice versa • Renewal Grace Periods • Customer contact details • Recipient for MVLS notification • Software Assurance Membership • Reseller Information • Media Shipping: Welcome Kit & Monthly Update Kits (Languages required) Microsoft Partner Conference 2004

  8. Critical Fields on Contract Contd... • Enterprise Enrollment • Microsoft Business Agreement and Master Agreement Number ( tagged to existing MBA & Master Agreement) • Customer contact details • Recipient for MVLS notification • Establish Your Price Level • Enter the Number of Qualified Desktops • Find the Correct Price Level • Channel Price Sheet • Authorized and Valid CPS • Channel Partner’s Purchase Order Number Microsoft Partner Conference 2004

  9. Contract CompletionSelect Agreement Microsoft Partner Conference 2004

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  16. Contract CompletionSelect Enrollment Microsoft Partner Conference 2004

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  25. Contract CompletionEnterprise Agreement Microsoft Partner Conference 2004

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  29. Contract CompletionEnterprise Enrollment Microsoft Partner Conference 2004

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  41. Channel Price Sheet Proposal ID must be unique Customer name must be the same as the customer name on the Agreement Pg 1 Reseller name must be the same as the Reseller name on the Agreement “Reseller Information Form” v2.11.0[002-HQ2M+C8-1N3] Microsoft Partner Conference 2004

  42. LAR’s Purchase Order Number must be indicated before submit to APOC for processing. v2.11.0 [002-HQ2M+C8-1N3] Microsoft Partner Conference 2004

  43. Contract CompletionCampus Agreement Microsoft Partner Conference 2004

  44. This document consists of 7 pages Campus Agreement Number This will be completed by Microsoft upon acceptance of the agreement and communicated to the customer via their acceptance letter. • Company and Customer Information • Complete ALL fields in Customer information block. • Include a complete address, with Country and Postal Codes. • PO Box for address will be deemed as invalid. • Ensure customer provides E-mail address for MVLS access. Microsoft Partner Conference 2004

  45. Contract CompletionCampus Subscription Enrollment Microsoft Partner Conference 2004

  46. Subscription Enrollment Number – Microsoft Licensing GP to complete Distributor Purchase Order Number – distributor to complete. • Campus Agreement Number (far left box) • If new agreement, Microsoft Licensing GP to complete. If renewal, reseller to complete, check appropriate box and enter previous school subscription number. Company and Customer Information Complete ALL fields in Customer information block. Ensure Institute Name is consistent. Microsoft Partner Conference 2004

  47. Notices Information • Complete ALL fields: • Include a complete address, with Country and Postal Codes. • PO Box address will be deemed as invalid • Ensure customer provides E-mail address for access to MVLS • Company contact will receive notices. Can be a different individual from the signer of this agreement. Designating Users Check the appropriate box and provide additional information if needed. Microsoft Partner Conference 2004

  48. Calculate your faculty and staff Provide appropriate information. Select and calculate your student option Provide appropriate information. Microsoft Partner Conference 2004

  49. Software Products Choose the System and Application software required. Microsoft Partner Conference 2004

  50. New System & Application Software Offerings Only newly added software included on the price list from your reseller can be added here (only products that are not listed on the preceding list, and that are newly available through Campus/School Agreement) System & Application Software Summary Enter required information. Microsoft Partner Conference 2004

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