Adjustment & COCP

Barbara Kwok

Licensing Operations Specialist

Agenda

Adjustment Matrix Criteria for Valid Adjustment What is considered Invalid Top 3 Reasons for Invalid Adjustments and Scenarios Workshop Change Of Channel Partner (COCP) Common Mistakes Made for COCP

Adjustment Matrix

Determine if prior approval is required Contact Microsoft Sales Account Manager to obtain the approval (via email) before submitting Adjustment Request in Explore with approval email attached Submit Adjustment Request in Explore and copy Microsoft Sales Account Manager

Invoice less than 90 days

Invoice more than 90 days

Net Credit less than USD 50K

No approval required

Approval required

Net Credit more than USD 50K

Approval required Approval required

Criteria for Valid Adjustments

• Correct Selection of Reason Code• Provide Relevant Description for the Adjustment• Satisfy 90 days Return Policy• Complete all Mandatory Field

What is considered as Invalid Adjustments?

Form incorrectly completed Duplicate adjustment request Additional details required

• (replacement PO, details on pricing description, details on license and qty)

Adjustment reason insufficient Incorrect original quantity Invalid PO # Invalid Agreement#

Top 3 Reasons for Invalid Adjustments

Missing Replacement PO number.

Incorrect Information provided, such as wrong invoice

number, incorrect enrollment number etc.

Unclear details. Adjustment reason/s do

not match the supporting document/s.

Adjustments

Scenario 1: Order Placed in Error

What is wrong? • Adjustment reason • Line Item Details

Scenario 2: Incorrect Billing Option

What is wrong? • Adjustment reason • Line Item Details • Replacement PO#

Adjustment

Questions?

Change Of Channel Partner (COCP)

Terms & Conditions of COCP

You have confirmed that the newly appointed reseller is from a list of authorized resellers to offer Microsoft Volume Licensing products.

The change in reseller will take effect 30 days from the date this form is signed by the customer. This form must be sent to Microsoft no later than 10 calendar days of customer’s signature date.

Change Of Channel Partner (COCP)

You must notify us and the previous reseller in writing. You must notify us using this form and no other form of notification will be considered valid. You may notify the previous reseller by your own means but such notification must be on or before the date you sign this form. This notice can be given any time during the term of your volume licensing program, but no less than 30 days prior to the anniversary.

All amounts due before the effective date of the change will be paid to the previous reseller. All amounts due on or after the effective date of the change will be paid to the newly appointed reseller.

Change Of Channel Partner (COCP)

You are responsible for working out all other arrangements related to this change with both the previous and the newly appointed reseller, and you are responsible for ensuring all obligations to the previous reseller are met.

A delay may occur in recording this change, from receipt of this notice to the date of the change, and you agree to hold Microsoft harmless from any disputes arising out of any payment(s) made, or any credit issued, to an incorrect reseller as a result of this change.

Change Of Channel Partner (COCP)

Other sections of your agreement or enrollment may be affected by this change. If you have appointed your previous reseller to other portions of your contract such as the media ship to or any notices contact, you must change these contracts as well. Please contact your new reseller to change your contact details.

Common mistakes made for COCP

Incorrect details of LAR provided

No Signature date

No LAR signature

Wrong Agreement information given

Change Of Channel Partner (COCP)

Questions?

Thank You

Microsoft provides this material solely for informational and marketing purposes.  Customers should refer to their agreements for a full understanding of their rights and obligations under Microsoft’s Volume Licensing programs. Microsoft software is licensed, not sold.  The value and benefit gained through use of Microsoft software and services may vary by customer.  Customers with questions about differences between this material and the agreements should contact their reseller or Microsoft account manager.

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