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Create an IPO Special bid in an Create an IPO Special bid in an

Create an IPO Special bid in an - PowerPoint Presentation

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Uploaded On 2016-02-20

Create an IPO Special bid in an - PPT Presentation

APM world IPO Special bid request Please check Which Distributor Im buying this deal from Is the EC quote created in this Distributors Sub Region Partner on quote and Opportunity must be the same ID: 224854

special bid request distributor bid special distributor request ipo quote opportunity reseller prm status change send generic creating start

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Presentation Transcript

Slide1

Create an IPO Special bid in an

APM worldSlide2

IPO 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 reportWhat is the EC QRN (quote reference number) ?Is the quote in a “ready to order status” and “shared”?

Before you start creating a special bid requestSlide3

IPO Special bid request

Examples how to check

Reseller 123

r

EC: Quote Center Page:

EC: Quote output report:

Only if both Distributor and Reseller

are on the header of the quote output report,

t

he quote can be used for in a tier 2 Special bid requestSlide4

IPO Special bid request

Login to PRM and look for the correct Opportunity

Use the generic SMEC Special Bid OpportunitiesThese have been created for each Partner – Distributor relationship Open the Opportunity with the correct Distributor Via double click on the Opportunity NameEnter the Opportunity # in the search fieldUse the View “FY14 SMEC Special Bid Opportunities”

Before you start creating a special bid request

1

1

Open the Opportuntiy with the appropriate Distributor

The Opportunity Name will contain the

Distributor and the Reseller NameSlide5

IPO Special bid request

Visibility to the generic Opportunity is given automatically to

Users with a PRM Profile of “PRM Admin” or “PRM AdminChannel Sales LeadIf you don’t have access to this generic OpportunitiesContact the BP Helpdesk and ask to be added to the Opportunity sharingBefore you start creating a special bid requestSlide6

Handing over the Special bid to the Distributor

if Distributor rejects the Special bid requestThe 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 AvayaThe status will change to “Send for endorsement”The Owner will change to the Avaya Sales person who needs to endorse IPO Special bid request

Creation of an IPO Special Bid

1

If Disributor rejects

Status = Rejected by Distributor

Rejection comments are required

If Disributor processes bid

Click [Send for Endorsement] button

[Request Status] updates to Send for Endorsement

2

1

2Slide7

IPO Special bid request

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 notificationsReminder notificationsStatus change notificationsApproval notification will be sent to the Distributor onlyCreation of an IPO Special bid