Software Assurance Planning Services
Partner Quick Start Guide
Quick Guide through the Partner Engagement Process
Partner Step 1
Partner Step 2
Partner Step 3
Non-Partner Step
Meet Eligibility
Requirements
Register for Program(s)
in MPN
Update Provider
Directory Information
Customer Creates and
Assigns Voucher
Partner Step 5
a. Conduct Engagement
b. Complete Deliverables
Partner Step 6
Redeem Voucher in VVR
Partner Step 7 Register
Voucher Program in
SAVB
Partner Step 4
Reserve Voucher in VVR
Partner Step 8
Invoice for Voucher in
SAVB
Partner Step 9
Receive Payment
*Within 60 days of step
This information and more is located in the Voucher Life Cycle and Voucher Guidance Videos within the
Microsoft Partner Portal: www.microsoftdps.com.
Partner Step 1
Meeting Partner Eligibility Requirements
Partner Eligibility Requirements
AZDPS
•Azure Circle Partner
DDPS
•Silver or Gold Devices
and Deployment
Competency
DTDPS
•Gold Certified in
Application Lifestyle
Management (ALM)
competency
L&EDPS
PVDPS
SDPS
•Silver or Gold
Competency in one or
more of the following in
either the
Communications or the
Messaging ​Competency
•Gold Certified in either
Management and
Virtualization or Server
Platform competency
•Silver or Gold
Competency in one of
the following
Collaboration and
Content Competency Or
a Gold Competency in
Business Intelligence (BI)
SSDPS
•Gold Certified in either
Business Intelligence
or Data Platform
competency
Partner Step 2
Register for Planning Services in MPN
Your Global Admin
must navigate here
•
•
•
Sign in with your
Live ID which has
Global Admin rights
in MPN
Click register next
to the program(s)
for which you are
eligible
Accept the terms
and conditions
Opt-In to
the eligible
program(s)
Partner Step3
Update Provider Directory Information
Provider’s Directory
Updating the Provider’s Directory
Navigate to register.microsoftdps.com
Sign in using the Windows Live ID associated to your MPN Org ID
At the top of the page you will see the Org ID and Location ID for which you are viewing registration information
In the Registration Status box, you will see the status for each of the programs for which you have registered. You will only see the programs for which you have registered in
MPN. If you have, then you will see an Edit button next to that program.
Click ‘edit’ next to the program you which to make changes
Within the Registration Form windows, you may edit: Supported Location(s), Customer Segment, Service Level, Supported Languages & Logo
• When adding supported locations (these locations must be within the country that is listed in MPN for the location ID that you are editing)
• You may select more than one option for the customer segment, service level and supported language
When your finished making edits, click on the Update Registration button at the bottom of the page. The updated details will be published within the Provider’s Directory.
Customer Creates & Assigns Voucher
*Non-Partner Step*



You can assist your customer through the Planning Service process by becoming familiar with the steps that
customers take and the resources available to them during for Planning Services listed below:
Review steps that a customer takes to activate their SA Benefits, and the Creating Voucher Video.
Visit the SA Customer Planning Services landing page to review what the customer sees.
Review the Planning Services Providers Directory where customers find approved partners.
Customers escalate problems with vouchers to VLSC Support or vlserva@microsoft.com
Partner Step 4
Reserve Voucher in VVR

Reserving a Voucher in VVR
Navigate to https://vvr.microsoft.com/ and sign in using the Live ID associated to your MPN Location ID
Click on Planning Services Voucher Administration
At the top of the page you will see the Org ID and Location ID for which you are viewing registration information
Make sure the location ID on the left side of the screen is the correct location for which you want to reserve the voucher under
Click on Validate/Reserve Voucher and enter the voucher number and corporate email address provided to you
Click Validate Voucher
Enter the expected service start and end dates – please ensure the service end date is PRIOR to the voucher expiration date
Click Reserve Voucher
•
The customer will automatically be notified the voucher has been reserved by the partner
Partner Step 5a
Conduct the Engagement

AZDPS
• www.microsoftazdps.com
DDPS
• www.microsoftddps.com
DTDPS
• www.microsoftdtdps.com
L&EDPS
• www.microsoftedps.com
PVDPS
• www.microsoftpvdps.com
SDPS
• www.microsoftsdps.com
SSDPS
• www.microsoftssdps.com
Partner Step 5b
Required Deliverables
Customer Deliverable
Planning Services Completion Report
Delivered to
Customer?
Yes
No
Uploaded to
VVR?
Yes
Yes
Required for
Payment?
Yes
Yes
What is it?
All Planning Services engagements should end with a presentation of the engagement findings and recommendations
and deployment plan (your final deliverable to your customer and Microsoft). In order to fulfill the Program Specific
Customer Deliverable, you have the OPTION of either submitting:
1. The standard customer deliverable as outlined on the required deliverables page, OR
2. The customer deliverable documentation presented to the customer by your organization at the end of the
engagement as long as it provides an overview of the customer's business goals and requirements and your
organization's findings, and next step recommendations.
This document allows Microsoft to monitor the quality of
engagements and gather valuable insights for future program
enhancements and is required to be completed and uploaded for
all Planning Service vouchers redeemed in VVR regardless of the
Program Type or Service Level Open a new Planning Services
Completion Report for each new engagement.
After you have completed an engagement and are ready to prepare your deliverables to upload to Microsoft, please complete these steps in
the order they are listed.
• “Open” a Planning Services Completion Report (*a new form must be opened from the URL for each new engagement).
• Fill out the Planning Services Completion Report, attach the Customer Deliverable
• Save form locally (as an .xml file) for next step. Don’t take this step until you have completed the two steps above.
Partner Step 6
Redeem Voucher in VVR

here

Redeeming a Voucher in VVR
Navigate to https://vvr.microsoft.com/ and sign in using the Live ID associated to your MPN Location ID
Click on Planning Services Voucher Administration
Make sure the location ID on the left side of the screen is the correct location for which you want to reserve the voucher under
Click Redeem Voucher
Search and select the voucher being redeemed. Be sure to select “all days” in the field
Enter the service start and end date as was submitted at the time of reserving the voucher
Click Upload Voucher Deliverables and upload the required deliverables for your engagement
Click Confirm Redemption
• The customer will automatically be notified the voucher has been redeemed by the partner
Partner Step 7a
Register in SAVB




SAVB Partner User Guide

Registering your Organization in SAVB
o
Important: If your organization is active in more than one voucher program (for example, SATV and Desktop Deployment Planning Services), you must go through this
registration step for each voucher program.
o
You must have vouchers in REDEEMED status in VVR before attempting to register in SAVB
A Global Administrator is required to complete the initial process by logging into https://channelincentives.microsoft.com/home.mvc/savb.
On the initial Registration page, select the Organization name from the drop-down menu. (If this is your first time in SAVB, you will not see anything listed in the
“Programs Registered” section of the page.)
In the Programs available for Registration section, click on the program(s) for which you are now registering. Then click “Register”.
View the Confirmation page. Check to make sure the listed program is the one you just registered on the previous screen.
Click on the “Return to Home” link to go to your program “Home Page” in SAVB
You have now registered. If this is the first time registering for this location, you will receive a New Vendor Application within 5-6 business days. If not, please allow 24-24
hours to map your payment profile to your location.
Partner Step 7b
Obtain a New Vendor ID




Partner Step 7c
Assign Vendor ID



Partner Step 8
Invoice your Voucher
SAVB Partner User Guide

From your program Home Page, click on the “Create Payment Request” link located in the “I Need To…” menu in
the right zone of the page.

Using the voucher search criteria filters, narrow your voucher selection to find the vouchers for which you want to
invoice. Click search.

Review the Redeemed vouchers in the “Create Payment Request – Select Vouchers” pane in the lower half of the
screen.

Check the “Invoice By” date next to the vouchers to ensure that you prioritize the ones that are closest to the date
shown for submission first.

To view the Voucher Details of a particular voucher listed in the table, click on the arrow next to the voucher
record, or use Expand All/Collapse All to see all details for all vouchers.

Select the vouchers you wish to attach to this payment request. Click on the “Add” in the row of each voucher to
be included.

Confirm the Voucher Sub-Total for the vouchers you have added to the payment request.

Input your company’s own proprietary alpha/numeric Invoice Number in the “Partner Invoice No.” field provided.
(*Required Field)

Input tax rate and attach any required documentation. SAVB will prompt you if you are required to supply a soft
or hard copy of the invoice

Important: Be sure the information on your own company invoice exactly matched the information in the only
payment request including partner invoice number and total. If your invoice does not match, your payment may
be delayed.

After clicking Submit or Save, you will receive a confirmation.
Partner Step 9
Receiving Payment For your Voucher
Partner Step 9 (cont.)
Receiving Payment For your Voucher
Redeem
Voucher
Register in
SAVB
Set up and
assignment
of payment
profile
Receive
payment
Invoice and
request
payment
Payment Request Search & Status
SAVB allows users to quickly find payment requests which have been created and “saved”, or have already been “submitted” for payment processing
From your program Home Page, click on the “Search Payment Requests” link located in the “I Need To…” menu in the right zone of the page.
To conduct a payment request search, select your criteria from the available filters and click search.
This will give you the status of your payment request
To view the Invoice Details of a particular payment request listed in the table, click on the
see all details for all listed payment requests.
next to the Microsoft Reference Number, or use Expand All/Collapse All to
Resources
Have a question? Please contact us
AZDPS
•azdpshelp@microsoft.com
DDPS
•ddpshelp@microsoft.com
DTDPS
•dtdpshelp@microsoft.com
L&EDPS
•edpshelp@microsoft.com
PVDPS
•pvdpshelp@microsoft.com
Information in this presentation and more located in the:
• Planning Service partner portal: www.microsoftdps.com
• Voucher Life Cycle
• Voucher Guidance Videos
SDPS
•sdpshelp@microsoft.com
SSDPS
•ssdpshelp@microsoft.com
Appendix
High Level Overview of Voucher Process
1
Customer: Assigns DPS vouchers to someone within their organization
VLSC
VLIT
Systems
VVR
2
Customer: Contacts a qualified provider to schedule an
engagement.
3
Partner: Validates customer’s voucher information and
reserves it
4
Partner: Delivers a DPS engagement
5
Partner: Redeems the voucher and submit deliverables
6
Partner: Submit invoice and request payment
CHIP
SAVB
Partner: Receives payment
6 Steps to Running a Planning Services Engagement
1.
Customer: Assign a Planning Service (DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS) voucher to someone within your organization. Getting Started
2.
Customer: Contact a qualified provider to schedule an engagement. Provider Directory
3.
Partner: Validate customer’s (DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS) voucher information and reserve it in the VVR Tool. Instructions
4.
Partner: Deliver a Planning Service (DDPS, L&EDPS, SDPS, AZDPS, DTDPS, PVDPS, SSDPS) engagement. Resources: DDPS, L&EDPS, SDPS AZDPS DTDPS PVDPS
SSDPS.
5.
Partner: Complete and upload the deliverables to Redeem the voucher through the VVR Tool. Instructions. Contact the RSCs for VVR support questions.
6.
a.
“Open” a Planning Services Completion Report (*a new form must be opened from the URL for each new engagement).
b.
Fill out the Planning Services Completion Report and attach the Customer Deliverable (*save form locally as a.xml file for next step)
Required deliverables located here.
c.
Upload the saved Planning Services Completion Report in VVR Tool to Redeem the Voucher.
Partner: Submit invoice and request payment through the SAVB tool. Click here for more information on SAVB. Contact the RSCs for invoice or support questions.
Planning Services: Voucher Creation and Use
Quick Escalation Guide
Tool
Purpose
Common Issues
Escalation Contact(s)
Partner Website
www.microsoftdps.com
•
•
•
•
Scope/content/deliverables
Invoicing information
Guidance & process documentation
Eligibility Requirements & Registration
•
•
•
•
Unable to download documents
Broken links
Content needs updated
Questions regarding engagements and
scope
AZDPS: azdpshelp@microsoft.com
DDPS: ddpshelp@microsoft.com
DTDPS: dtdpshelp@microsoft.com
L&EDPS: edpshelp@microsoft.com
PVDPS: pvdpshelp@microsoft.com
SDPS: sdpshelp@microsoft.com
SSDPS: ssdpshelp@microsoft.com
Voucher Validation and
Redemption (VVR)
•
•
•
Reserve/Redeem vouchers
Upload deliverables
Track voucher status
•
•
•
Access/log in
Unable to reserve/redeem voucher(s)
Voucher reserved/redeemed under
wrong location
Wrong engagement dates
Voucher expired
AZDPS: azdpshelp@microsoft.com
DDPS: ddpshelp@microsoft.com
DTDPS: dtdpshelp@microsoft.com
L&EDPS: edpshelp@microsoft.com
PVDPS: pvdpshelp@microsoft.com
SDPS: sdpshelp@microsoft.com
SSDPS: ssdpshelp@microsoft.com
•
•
*Customers escalate problems with vouchers to VLSC Support or
vlserva@microsoft.com
Software Assurance Voucher
Benefit (SAVB)
•
•
Invoicing for redeemed vouchers
Track voucher payment status
•
•
•
•
Access issues
No payment profile set up
Program not showing in SAVB
Payment/invoice inquiries
AZDPS: azdpshelp@microsoft.com
DDPS: ddpshelp@microsoft.com
DTDPS: dtdpshelp@microsoft.com
L&EDPS: edpshelp@microsoft.com
PVDPS: pvdpshelp@microsoft.com
SDPS: sdpshelp@microsoft.com
SSDPS: ssdpshelp@microsoft.com
* Payment/invoice inquiries should be directed to the partner’s RSC
Microsoft Partner Network
(MPN)
•
•
•
•
Registration
Status of required competencies
Program approval status
Updating contact roles per location
•
•
•
•
http://register.microsoftdps.com
•
Updating information displayed in the Provider’s
Directory after registering through MPN
•
•
Partner not yet registered for program
through MPN
Partner doesn't hold 1 of 6 contact roles for
a given location
Partner needs to update company
information in MPN
Competency status is incorrect
AZDPS: azdpshelp@microsoft.com
DDPS: ddpshelp@microsoft.com
DTDPS: dtdpshelp@microsoft.com
L&EDPS: edpshelp@microsoft.com
PVDPS: pvdpshelp@microsoft.com
SDPS: sdpshelp@microsoft.com
SSDPS: ssdpshelp@microsoft.com
Partner needs to update information
displayed in the Provider’s Directory
Specific location or country is not listed in
Provider’s Directory
AZDPS: azdpshelp@microsoft.com
DDPS: ddpshelp@microsoft.com
DTDPS: dtdpshelp@microsoft.com
L&EDPS: edpshelp@microsoft.com
PVDPS: pvdpshelp@microsoft.com
SDPS: sdpshelp@microsoft.com
SSDPS: ssdpshelp@microsoft.com
*Competency, profile and program contact inquiries should be directed
to the partner’s RSC