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
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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
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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
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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
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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