invalid agreement trends top 5 reasons critical fields on contract select enterprise campus

Microsoft Partner Conference 2004 1


Invalid Agreement Trends Top 5 Reasons Critical Fields on Contract

Select Enterprise Campus School

Contract Completion Contract Checklist

Agenda


Invalid Agreement Trends – FY 04


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


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


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


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)


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

a) Enter the Number of Qualified Desktopsb) Find the Correct Price Level

Channel Price Sheet Authorized and Valid CPS Channel Partner’s Purchase Order Number

Critical Fields on Contract Contd...


Contract Completion

Select Agreement


Previous Select Agreement number Please fill in the previous agreement number if this enrolment is a renewal.

Previous Select Agreement expiration date Please fill in the previous agreement expiration date

Microsoft Business Agreement (MBA) number If this is pending for new MBA to be processed, leave this blank. If there is already an MBA (MO will invalidate agreements submitted with incorrect numbers)

Name of Entity Ensure that this is consistent with the Entity reflected on the Primary contact Customer Information. Inconsistencies will cause agreement invalidation.


Street address It is a mandatory field. Microsoft will invalidate any agreement submitted without a full street address and telephone number. PO Boxes will not be accepted!

Country It is a mandatory field: Microsoft will invalidate any agreement submitted from a country which is not a Microsoft approved sales location for the program.

Customer notices Fields may be left blank if the customer notices contact details are the same as the customer information set out above.

Previously, your primary contact person named on the cover page of the agreement was, by default, the recipient of notifications and the online administrator with access to license information on MVLS. Now, in addition, you may designate another person to be the online administrator.

Customer contact email address. The domain of the customer contact email address must correspond to the company name. MO will invalidate any agreement submitted with a hotmail address.

Phone / Fax These are mandatory fields. MO will invalidate any agreement submitted without Phone and Fax


Electronic Contractual Notices Contact You may choose to have duplicate electronic notifications sent to a secondary location.


Customers need to choose one of the two options for establishing their Select Agreement forecast: Option 1 is for end-customers who are not party to an existing Enterprise Enrollment Customers will have to forecast the number of points from each product pool and this will set the Select License price level. Option 2 is for end-customers who are parties to existing Enterprise Agreement Customers will have the option to choose either Option 1 or 2. If they choose option 2, their initial price level for each product pool will be the same price level for those product pools under the existing Enterprise Enrollment Agreement.

Option 1 Establishing a Forecast: The forecast is based upon customer’s forecast of purchases in each pool over the 36 months term. Customer should mark Option 1 box with an “X”. For those using the Word document, click the dropdown arrow key to select the require Level with respective points. For PDF format, ensure that the correct points are being indicated accordingly to the level which they have forecast for over 36 months term.


Option 2 Using an existing Enterprise Agreement Customers with existing Enterprise Agreements may elect to base their forecast on the EA, must indicate: Enterprise

Enrollment number

Expiration date of the enrollment


Option 2 Using an existing Enterprise Agreement Indicate the pool & level for products not covered by the Enterprise enrollment. For those using the Word document, click the dropdown arrow key to select the require Level with respective points. For PDF format, ensure that the correct points are being indicated accordingly to the level which they have forecast for over 36 months term.


Contract Completion

Select Enrollment


Select Agreement number If this is pending for new Master Agreement to be processed, leave this blank. If this enrolment is to be tied to an existing Select Agreement (Master) number, enter the Master number here. Previous Select

Enrollmemt expiration date Please fill in the previous enrollment expiration date

Previous Select Enrollment number Please fill in the previous enrollment number if this enrolment is a renewal.


Name of Entity Ensure that this is consistent with the Entity reflected on the Primary contact Customer Information. Microsoft will invalidate any agreement submitted with difference Customer Entity.






Phone / Fax These are mandatory filed. MO will invalidate any agreement submitted without Phone and Fax

Previously, your primary contact person named on the cover page of the agreement was, by default, the recipient of notifications and the online administrator with access to license information on MVLS. Now, in addition to designating another person to be the notification contact, you may designate another person to be the online administrator.


Previously, your primary contact person named on the cover page of the agreement was, by default, the online administrator with access to license information on MVLS. Now, in addition, you may designate another person to be the Software Assurance benefits administrator.

Previously, your primary contact person named on the cover page of the agreement was, by default, the online administrator with access to license information on MVLS. Now, in addition, you may designate another person to be the MSDN Administrator.



Renewing Software Assurance Customers renewing Software Assurance must indicate: Previous

Select/OLV enrollment number /Open Authorization number

Expiration date of the enrollment (the renewal start


Reseller Company Name MO will invalidate any agreement submitted with the Reseller Company Name different from the Large Account Reseller Agreement submitted for every fiscal year.


Receiving Starter kit Customer must choose either to receive the starter media kit or not. MO will invalidate any agreement submitted without selection.


Contract Completion

Enterprise Agreement


Enterprise Agreement Number Microsoft will complete upon receipt and processing

Microsoft Business Agreement (MBA) number If this is pending for new MBA to be processed, leave this blank. If there is already an MBA (MO will invalidate agreements submitted with incorrect numbers)








Phone / Fax These are mandatory fields. MO will invalidate any agreement submitted without Phone and Fax


Contract Completion

Enterprise Enrollment


Previous Enterprise Enrollment number Please fill in the previous agreement number if this enrolment is a renewal. LAR /ESA to complete. MO will invalidate any agreements submitted with incorrect numbers and end dates of previous agreements

Previous Enterprise Enrollment expiration date Please fill in the previous agreement expiration date

MBA and Enterprise Agreement numbers. Microsoft will complete where the agreement is being submitted with this Enterprise Enrollment. Reseller or Software Advisor will complete if there is already an MBA or Enterprise Agreement (MO will invalidate agreements submitted with incorrect numbers


Effective Date If customer is renewing Software Assurance from one or more previous “Enterprise Enrollments” (identified on the cover sheet) then the effective date will be the day after the expiration of the earliest Enterprise Enrollments. This may mean that the effective date is earlier than the date MO signs. Otherwise the effective date will be the date the enrollment is signed by MO.




Previously, your primary contact person named on the cover page of the agreement was, by default, the online administrator with access to license information on MVLS. Now, in addition, you may designate another person to be the Software Assurance benefits administrator.

Previously, your primary contact person named on the cover page of the agreement was, by default, the online administrator with access to license information on MVLS. Now, in addition, you may designate another person to be the MSDN Administrator.


Check one of the options. Other than all affiliates are participating, please list down all the affiliates legal entity names on the rows provided


Customer must check either “Listed Languages” or “All Languages” MO will invalidate any agreements submitted where neither box has been checked

Language Ensure that the language allocation and Percentages are entered correctly. Microsoft will invalidate any agreement submitted without Language allocation and percentages


The currency box is mandatory field. MO will invalidate agreements submitted without a stated currency, even if this is set out in the CPS (the CPS is not a part of the contract).

Insert the number of qualified desktops in the enrolled affiliate’s enterprise here. The enrolled affiliate’s enterprise is defined in section 2 and see the Enterprise Agreement for the definition of “qualified desktop”

Insert price level based on the number of qualified desktops Business Desk approval is required with amendment if the price level does not match the number of desktops as per the table on the left.


Insert the product type – L&SA or SA only. Refer to the Product List for program rules on eligibility for SA only.


Insert the previous Select Enrollment number or Open Authorisation number that licenses were bought with UA or SA

Insert the previous Select Enrollment number or Open contract end date


Reseller Company Name MO will invalidate any agreement submitted with the Reseller Company Name difference from the Large Account Reseller Agreement submitted for every fiscal year.


Receiving Starter kit Customer must choose either to receive the starter media kit or not. MO will invalidate any agreement submitted without selection.


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]


LAR’s Purchase Order Number must be indicated before submit to APOC for processing.

v2.11.0 [002-HQ2M+C8-1N3]


Contract Completion

Campus Agreement


Company and Customer InformationComplete 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.

Campus Agreement NumberThis will be completed by Microsoft upon acceptance of the agreement and communicated to the customer via their acceptance letter.

This document consists of 7 pages


Contract Completion

Campus Subscription Enrollment


Company and Customer InformationComplete ALL fields in Customer information block. Ensure Institute Name is consistent.

Subscription Enrollment Number – Microsoft Licensing GP to completeDistributor 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.


Notices InformationComplete 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 UsersCheck the appropriate box and provide additional information if needed.


Calculate your faculty and staffProvide appropriate information.

Select and calculate your student optionProvide appropriate information.


Software ProductsChoose the System and Application software required.


New System & Application Software OfferingsOnly 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 SummaryEnter required information.


Server Software Select Table Note required information


New Server Software Offerings Note required information only products that are not listed on the preceding list, and that are newly available through Campus/School Agreement)

Total Unit Summary Table Summarize the number of server products required


3-year optionOne box MUST be checked.Check the “I choose the three year subscription option” box only if the customer wants a 3-year option. Checking this box requires the customer to submit the Subscription Follow-Up Enrollment form for each subsequent year.


Large Account Distributor InformationComplete this section with Large Account Distributor name, headquarter address, contact name, phone/fax numbers and email.


Part Number and Price InformationChannel Partner indicates the SKU#,

Price level, Product Description and the qty of the licenses – PC’s and students. SKUs and quantities MUST match products selected in Section 3.


Reseller and Distributor SignaturesThis form must be signed before the Agreement is submitted to Microsoft. Be sure to include:

• Original Signature (be sure to type/print name and title)

• Date of Signature


Media Shipping InformationComplete required School Information and Reseller Contact Information.

CD Ship-To InformationComplete the ship-to information block.


• PO Box address will be deemed as invalid.

Check the appropriate box as requested.


CD InformationUp to 2 languages are allowed.

Review and follow product-specific instructions.


Contract Completion

School Enrollment



School 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.

Subscription Enrollment Number – Microsoft Licensing GP to completeDistributor Purchase Order Number – distributor to complete.


Notices InformationComplete ALL fields the Notices information block if notices should be sent to someone other than stated in the Customer Information above





Designating UsersCheck the appropriate box and provide additional information if needed.


Enter required information and check the appropriate box as requested.


Software ProductsChoose the application & systems software required.


New System & Application Software OfferingsOnly 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).



Server Software Select Table Note required information


New Server Software Offerings Note required information (only products that are not listed on the preceding list and that are newly available through Campus/School Agreement



3-year optionOne box MUST be checked.Check the “I choose the three year subscription option” box only if the customer wants a 3-year option. Checking this box requires the customer to submit the Subscription Follow-Up Enrollment form for each subsequent year.


Reseller InformationComplete this section with Reseller name, headquarter address, contact name, phone/fax numbers and email.

• Each Subscription Enrollment must have a Reseller.

Large Account Distributor InformationFor use only where applicable (i.e. a secondary reseller is involved--a Distributor or an Aggregator)

• Complete this section with Large Account Distributor name, headquarter address, contact name, phone/fax numbers and email.


School ProductsChannel Partner indicates the SKU#,

Price level, Product Description and the qty of the licenses – PC’s and students. SKUs and quantities MUST match products selected in Section 3.


Media Shipping InformationComplete required School Information and Reseller Contact Information.

CD Ship-To InformationComplete the ship-to information block.


• PO Box address will be deemed as invalid.

Check the appropriate box(es) as requested.


CD InformationUp to 2 languages are allowed.

Review and follow product-specific instructions.


Contract Completion

School Subscription Enrollment



School Agreement Number (far left box)•Reseller to complete, Previous School Subscription or Follow Up Order Form/enrollment number (far left box) •Reseller to complete

Subscription Follow Up Enrollment Number – Microsoft Licensing GP to completeDistributor Purchase Order Number – distributor to complete.


Notices InformationComplete ALL fields:





Re-designate your PC count & student users IF QUANTITY HAS INCREASEDCheck the appropriate box and provide appropriate information.


Software ProductsChoose the System & Application software required.Selections MUST include all items ordered in the initial Subscription Enrollment.


New System & Application Software OfferingsOnly 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).



Server Software Select Table Note required informationSelections MUST include all items ordered in the initial Subscription Enrollment.


New Server Software Offerings Note required information (only products that are not listed on the preceding list and that are newly available through Campus/School Agreement).


Term License Period Information


Reseller InformationComplete this section with Reseller name, headquarter address, contact name, phone/fax numbers and email.

• Each Subscription Enrollment must have a Reseller.

Large Account Distributor InformationComplete this section with Large Account Distributor name, headquarter address, contact name, phone/fax numbers and email.


Part Number & Price InformationCustomer indicates the SKU#, Price

level, Product Description and the qty of the licenses – PC’s and students.


Contract Checklist


MICROSOFT VOLUME LICENSING AGREEMENT CHECKLIST FOR AUTHORIZED CHANNEL PARTNERS

Microsoft BUSINESS AGREEMENT Customer Name**

Country** Reviewed By** SR Number LAR** Date/Time Received LAD** Courier Co./Airway Bill Number ** To be completed by authorized Channel Partner Please utilize this Checklist to review the Microsoft Volume Licensing Agreement documents for completeness and accuracy prior to submitting them to Microsoft Operations for processing. Submitting complete and accurate Agreements to Microsoft facilitates processing.

# THINGS TO CHECK Checked 1 Is the current version of the Business Agreement

completed?

2 Customer has signed and dated the agreement. 3 The name of company in page 1 & 2 must be

consistent.

4 Ensure completeness & accuracy of customer’s fax number, email address & contact names.

5 Complete the form in capital letters. Ensure handwriting is clear and legible.

APOC Checklist : Microsoft Business Agreement Checklist

1. Simplified2. Focus on

common errors found

3. Use with ALL versions of Agreements

** Mandatory


APOC Checklist : Select Master Agreement Checklist


common errors found


** Mandatory



SELECT ENROLLMENT Customer Name**


# THINGS TO CHECK Checked 1 Is the current version of the Select Enrollment

Agreement completed?


consistent.

4 MBA number is filled in (Note: the numbering convention for a MBA number is Uxxxxxxx).

5 The Master number provided must be under the same program as the enrollment.

6 Media Shipping Information Form is completed & attached.

7 Reseller Information Form is completed and signed. 8 Ensure completeness & accuracy of customer’s fax

number, email address & contact names.


APOC Checklist: Select Enrollment Agreement Checklist


common errors found


** Mandatory



ENTERPRISE ENROLLMENT ( INDIRECT ) Customer Name**


# THINGS TO CHECK Checked 1 Is the current version of the Enterprise Enrollment

Agreement completed?


consistent.

4 MBA number is filled in (Note: the numbering convention for a MBA number is Uxxxxxxx).

5 The Master number provided must be under the same program as the enrollment.

6 Enterprise Order Form is completed (Note: No of Qualified Desktops, Price Level & Price List month provided)

7 Media Shipping Information Form is completed & attached.

8 Reseller Information Form is completed and signed. 9 Channel Price Sheet is completed & attached.

(Note : Reseller Purchase Order is provided & endorsed)

10 Ensure completeness & accuracy of customer’s fax number, email address & contact names.


APOC Checklist: Enterprise Enrollment Agreement Checklist


common errors found


** Mandatory


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invalid agreement trends top 5 reasons critical fields on contract select enterprise campus

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