IBM STG Special Bid Process

Submitting an opportunity for SVI eligibility

Submitting an opportunity for SVI eligibility is the second demonstration that explains the SVI process for Business Partners. Before you can submit an opportunity for SVI participation, you must create the opportunity in Global Partner Portal, and then you submit the opportunity for SVI eligibility. After an opportunity is accepted for SVI participation and the sale is completed, you submit the SVI payment request.

To access the accessible versions of the SVI demonstrations, click the following links:

1. Creating an opportunity link

2. Submitting an opportunity for SVI eligibility (You are currently viewing this demonstration.)

3. Submitting an opportunity for SVI payment link

In this demonstration, Pedro Marques, a Business Partner sales representative, is submitting the Robinson Electrix opportunity for SVI eligibility. During this demonstration, you complete the following tasks:

·  Attach BANT documentation to the opportunity.

·  Update the opportunity with the SVI information.

·  Submit the opportunity for SVI eligibility.

To submit an Opportunity for SVI eligibility:

1.  From the Global Partner Portal Welcome screen, click the Opportunities tab.
The Opportunities screen, My Opportunities view is displayed with a list of opportunities on which you are the Opportunity Owner or on the Opportunity Sales Team.

2.  In the Opportunity Num field, click the blue hyperlink for the appropriate opportunity in the list. For example: The Robinson Electrix opportunity.
The detailed Opportunity screen is displayed with the opportunity record.

3.  To attach the BANT documentation, click the Attachments tab.
The Attachments tab is displayed.

4.  Click New to define a new opportunity attachment.
The New Attachment applet in the lower portion of the screen is displayed.

5.  Click the Attachment Name field icon.
The Add Attachment applet is displayed.

6.  To locate the attachment, click Browse.
The Windows Choose file applet is displayed.

7.  Click the file to be attached to the opportunity. For example: Robinson_Electrix_BANT.doc.
The file is selected and highlighted.

8.  Click Open.
The Add Attachment applet is displayed with the file name in the File Name field.

9.  On the Add Attachment applet, click Add.
The New Attachment applet is displayed with the file name in the Attachment Name field.

10.  On the New Attachment applet, click the Release to IBM field check box.

11.  Click the Attachment Type field arrow.
The list of attachment types is displayed.

12.  Click to select SVI BANT from the list.

13.  To insert a comment about the attachment, click the Comments field.

14.  In the Comments field, type a comment. For example: Robinson Electrix BANT documentation.
Note: The Comments field is case-sensitive.

15.  In the New Attachment applet, click Save.
The required BANT documentation is now attached to the opportunity.

The next task is updating the opportunity with the SVI information.

1.  On the Opportunity screen, click the Software Value Incentive tab.
The SVI Header is displayed

2.  Click the Passport Advantage Agreement Num field.
Note: Although Passport Advantage information is not required, it helps IBM find sales orders when the sale is completed.

3.  In the Passport Advantage Agreement Num field, type the five-digit passport agreement number. For example: 50000.

4.  Click the Passport Advantage Site Num field.

5.  In the Passport Advantage Site Num field, type the seven-digit passport advantage site number. For example: 7777777.

6.  To save the changes in the SVI Header, click Save.
The opportunity information is updated for SVI.

The next task is submitting the opportunity for SVI eligibility.

1.  In the SVI Header, notice and ensure that Draft is displayed in the Overall SVI Status field.

2.  Click each Opportunity view tab to verify that the data in each view is complete and that the data entries are saved.

3.  After verifying that all the opportunity information is correct, click Submit for Eligibility.
The opportunity is submitted for SVI eligibility review. Duplicate Opportunity Search is displayed in the Overall SVI Status field.

The demonstration is complete. You performed the following tasks in the demonstration:

·  Attached the BANT documentation

·  Updated the opportunity information for SVI

·  Submitted the opportunity to IBM for SVI eligibility