New reporting in Partner

Incentives Experience (PIEX)

Cloud Solution Provider (CSP) Indirect Reseller Partner Incentive program

Global Operations Readiness

©2018 Microsoft Corporation. All rights reserved.

Introduction In this training we explore the new reporting functionality
within the Partner Incentives Experience (PIEX).
Objectives
By the end of this training, you will be able to: 1. Introduction and objectives
• Describe the changes that Microsoft is making to improve all 2. A new incentives reporting experience
incentive programs.
3. New reporting sections
• List the new reporting options within PIEX reporting.
4. Use cases - download statements
• Navigate the new reporting experience.
5. What is not changing
• Outline the benefits of the new reporting experience.
6. Support and resources
• Recall which features remain unchanged.
7. Questions and answers
• Answer commonly asked reporting questions for the Cloud
Solution Provider (CSP) Indirect Reseller Partner Incentive 8. Summary
program for FY18.
• Be aware of how to access support.
A new incentives reporting experience
Why a new incentives
reporting experience?
In Microsoft’s continuous effort to make your incentives
experience easier we are moving all incentive programs to a
single platform, Partner Center. To prepare for this move we
have greatly improved the reporting functionality available to
you.
The look and feel of incentive reporting within the Partner
Incentives Experience platform (PIEX) has undergone significant
changes – delivering a more focused view of the information that
matters to your business, as well as the ability to apply various
reporting functionality to get the information you need.
In early 2018, when you sign in to PIEX you will be able to view
your incentive reporting in three separate sections within the
Payout Summary option.
1. Summary section
2. Earnings section
3. Payments section
These new functionalities will continue to be available when the
CSP Indirect Reseller program moves to the single incentives
platform within Partner Center.
View incentive dashboard
Incentive
dashboard
PIEX dashboard
1. Click on the relevant Programs
tile from the PIEX dashboard.
This will open the Program page. 1

NOTE: The term Skyline is a

pseudonym program name in
place of any individual
specific program.
3
Incentive
dashboard
Program sub menu
2. Click on “Payments” in the sub
menu to view old reporting

3. Click on “Payout Summary (Beta)”

in the sub menu to view new
reporting.

3
New reporting sections
• Summary
• Earnings
• Payments
Multi-location
For partners operating in more than
one area, the option for switching
location is available within the
Summary section.

1. Open the “Select Location”

dropdown and click on the
location for which you want to
see the reports.

NOTE: Total earnings by

country/region feature displays
earnings based on customer
location
The summary
section
This section allows you to:
• Quickly identify your most
successful sales programs and
geographies, allowing you to
concentrate your sales and
marketing efforts.
1. Quantify your budget by
examining your incentives split
by:
• Paid
• Unpaid
• Scheduled to be disbursed
2. Filter over different time horizons:
30 Day, 3 months, 6 months or
12-months.
The earnings
section
This section allows you to:
1. Filter over different time horizons:
30 Days, 3 months, 6 months, or
12-months.
2. Easily reconcile earnings and
payments:
• Earnings are split into “Paid”
and “Unpaid”.
• “Unpaid earnings” are yet to
be scheduled to be paid.

NOTE: Earnings and payment reporting will now be displayed in your local currency per your registered location.
This will differ from how it is displayed today in PIEX, where earnings and payments reporting is presented in the
currency per your user settings. The payment currency selected in your payment profile will not be impacted by this
change. You will continue to receive payment in the currency selected.
Earnings example
Earnings are split into “Paid” and “Unpaid”. “Unpaid earnings” are
yet to be scheduled to be paid.
A hypothetical example of how this works:
A partner earns $10 per month, after months 1 to 5:
• Their total earnings will = $50
• Their paid earnings will = $0
• Unpaid earnings will = $50

If the partner was to be paid after month 6, at that point:

• Their total earnings will = $60
• Their paid earnings will = $60
• Unpaid earnings will = $0

After month 7:
• Their total earnings will = $70
• Their paid earnings will = $60
• Unpaid earnings will = $10
The earnings
section … cont
3. More dimensions available
• Fee vs. adjustment.
4. Unpaid earning transaction data
can be downloaded for further
analysis as a statement. This is
covered in more detail within the
‘Use cases – download statements
section’.

NOTE: Where the number of

data entries exceeds the page
view downloading the
transactions will offer full
visibility of all information.
The payments
section
Payments are money transfers to your
bank.
In this section, you can see the
payments:
1. Split by program and earning
type.
2. When the transfer is done, the
payment date and payment ID
will populate.
An earning statement is generated for
a month when a payment is sent.
3. Select a year/month and then
click on “View” to see details of
the earning statement.
Download statements
The statement
detail
From the payments section, you can
click to view the statement.
A payment statement like the one
shown to the right will display.
1. Download transactions:
shows a detailed view of
transactions and earnings in CSV
format associated with the payout
(a collection of multiple payments
sent at the same time) associated
with the statement.
2. Download payment details:
shows a break down of a payout
into payments in CSV format. If a
payout was split into multiple
payments, you can see its
components in this detail view.
• Additional detail regarding
downloading payment details useful
for auto importing data into in-house
systems is provided in the following
slides.
Export files column mapping (retained column names)
Earnings Details Export
The following have retained their
Sample Value
column names and content
Partner Name Contoso

Subscription ID A13f41f6-3sge-5fwx6-6253-5274326

Subscription start date 6/4/2017

Subscription end date 6/4/2019

Product name Skyline

Product SKU WWW-524654

Lever/accelerator Accelerator

Calculation rate 6

Calculation date 10/11/2017

Transaction currency EUR

Export files column mapping (retained column names)
Payment Details Export
The following have retained their
Sample Value
column names and content
Payment ID 123456

Payment date 8/15/17

Payment fiscal month August, 2017

Payment fiscal year FY17

Payment status Payment Sent

Payment method Wire

Partner name Contoso

Payment description INCENTIVE.DGWSOL.16P02.160817.2144501

Payment amount currency INR

Export files column mapping (renamed column names)
Earnings Details Export
The following have been renamed
Old column name Sample Value New column name
IRID 12345678 EarningID

MPN ID 87654321 MPN/PCN

Partner subsidiary France Customer Country/Region

Subscription seat count 4 Quantity

Invoice number R4264231737AER InvoiceNumber

Incentive revenue base 72.52 Transaction Amount

Earning amount 5.78 Rebate Earning Amount, Coop Earning Amount

Rebate amount 2.89 Rebate Earning Amount
Coop amount 2.89 Coop Earning Amount
Geography France Country/Region
Start date 7/1/2017 Earning Period Start
End date 7/31/2017 Earning Period End
Earned fiscal month July 2017 Transaction Date
Export files column mapping (renamed column names)
Payment Details Export
The following have been renamed
Old column name Sample Value New column name
MPN ID 1423645 MPN/PCN

Payment type Rebate Earning type

Payment doc clearing number 664251835242925 Payment Reference

Rebate amount 742.80 Payment amount

Claim amount .00 Payment amount

Geography India Country/Region

WHT amount per payment .00 Withholding Tax

document clearing number
Export files column mapping (new fields)
Earning Details Export
The following new fields have been created
UPP Column Name In which UPP Earning file? Sample Value Description/Comments
Program Name Both Skyline Name of the incentive program

Earning Date Both 2017-03-31R 00:00:00 Date when earning is recognized

Payment ID Both 123456789 An internal number used to reconcile earned incentives with
payments

Payment Status Both Payment Sent Where a payment is in the payment process

Earning Currency Both GBP Currency of earning amount

ExchangeRate Date Both 1 Exchange rate date

Master Agreement Number Paid only 0 Agreement name

Agreement Number Paid only 0 License agreement number
Agreement Start Date Paid only 0 Start date of licensing agreements
End date of licensing agreement, including renewals and
Agreement End Date Paid only 0
extensions
License Count Paid only 0 Number of licenses sold
Prior Quantity Paid only 0 Quantity of units from last earning period
Unit Price Paid only 0 Price per unit sold. Available in the “paid earning” export
Earning status (e.g. Eligible). Available in the “unpaid earnings
Earning Status Unpaid only Eligible
export”)
Export files column mapping (new fields)
Payment Details Export
The following new fields have been created
UPP column name Sample Value Description/comments
Program Name Skyline Name of the incentive program

Exchange rate date 2017-08-09T00:00:00 Exchange rate date

Export files column mapping (deprecated columns)
Earning Details Export
These columns are not available anymore in the export file
Column name Sample Value Comment
City Boulogne-Billancourt

Earning period Semester Jul – Dec 2017 No need for period when you have exact Transaction Date

Incentive revenue base (USD) 69.05 USD-based financials unavailable

Earning amount (USD) 4.18 USD-based financials unavailable

Rebate amount (USD) 2.09 USD-based financials unavailable

Coop amount 2.09 USD-based financials unavailable

Export files column mapping (deprecated columns)
Payment Details Export
These columns are not available anymore in the export file
Column name Sample Value Comment
City Mumbai

Withholding tax applicable Redundant because only a Y/N field equal to "Y" as long as “WHT” amount is higher than zero

WHT amount currency INR Redundant field because WHT currency is in the partner currency (=“Payment amount currency”)

SAP company code 1234 These SAP-related fields used to reference Microsoft internals systems, hence not as relevant externally

ROC APOC Useful for Microsoft internally but not as relevant externally

Claim amount currency Claims-dedicated columns are being deprecated, claims will be treated as a type of earning

Approved claim amount Claims-dedicated columns are being deprecated as redundant. This value will be available in another column (see
"payment amount" column)

Ad hoc payment amount .00 Claims-dedicated columns are being deprecated as redundant. This value will be available in another column.

VAT/Consumption tax applicable Tax information not available

Invoice paid amount 742.80 Column deprecated but value still available in “payment amount”
Reason code
SAP BP# 123456789 These SAP-related fields used to reference Microsoft internals systems, hence not as relevant for partners.

SAP CA# 12345678987654 These SAP-related fields used to reference Microsoft internals systems, hence not as relevant for partners.

Earning Period Semester Jan – Jun 2017 Unavailable in payment file but available in earning file. Use "Payment ID" as lookup key.
Comments
Disputes
• The Dispute payment functionality is
no longer integrated within PIEX.
• Payment disputes are sent to
Microsoft Support. The standard SLA
for a response is 5 days.
• When contacting Support to dispute
a payment it is helpful to include the
individual Payment Clearing
Number (only available from the
Export to Excel file within the
Download payment details option).
What is not changing
What is not changing
Use case Change Entry point

Login through PIEX As usual – no change PIEX: https://partnerincentives.microsoft.com/

Setting up and managing bank and tax As usual – no change Partner Membership Center (accessed via Manage my
details account on MPN)
https://partners.microsoft.com/PartnerProgram/PartnerMe
mbershipCenter.aspx

Submit Feedback and Access Support As usual – no change PIEX: https://partnerincentives.microsoft.com/

Support and resources
Support - program
Programmatic Support is available from the
following regional mail addresses:

• North America - ocina@microsoft.com

• Latin America - ocilatam@microsoft.com
• Europe, Middle East and Africa -
ociemea@microsoft.com
• Japan - ocijp@microsoft.com
• Asia Pacific - ociapgc@microsoft.com
Support - MPN
Microsoft Partner Network Support (MPN) is
available (when signed in) using the following steps:

• Go to the Microsoft Partner Network website on

https://mspartner.microsoft.com
• Under the ‘Support’ tab at the top of the page
• Select ‘Contact Support’ from the drop down
menu
• When the portal open, select ‘Partner Incentives’
as your Category
• You are then able to choose your, Topic and Issue
• Select how to get in contact with us (Chat, Forum,
Email) and then follow any additional instructions
Support - PIEX
PIEX platform support (when signed in) is
available using the following steps:

• Click Support on the top menu or the Support

tile for access.
• Select the ‘Support’ option at the top of the
page
• Self-help articles
• Chat
• Submit a ticket
• Track disputes
Questions and answers
Questions and answers
Q – How do I find out the incentive rate I am earning in the program?
A – The FY18 Cloud Solution Provider (CSP) Indirect Reseller partner Incentive Guide details which levers and products are incentivized under
this program and provides the associated, applicable incentive rates.

Q – Is the split by SKU and lever available in any of my earning statement?

A – Yes, please navigate to Payments > View Statement > Download Transactions

Q – Are “Unpaid Earnings” committed for payments?

A – No, not all unpaid earnings are committed to be paid. As per the “FY18 Cloud Solution Provider (CSP) Indirect Reseller partner Incentive
Guide”, for instance, partners can earn up to an incentives maximum cap, limited to $100,000 USD per service, so any extra amount will be
deducted from total earnings at the time of processing payment.
Questions and answers
Q – Has the data refresh schedule changed?
A – No, data refresh schedule has remained every 48 hours

Q – How do I download cross-program monthly earnings down to transaction and customer level?
A – Please navigate to Payments > Click on “View” Statement > Click on “Download Transactions”

Q – How do I download my payment details?

A – Please navigate to Payments > Click on “View” Statement > Click on “Download Payment Details”
Summary
Summary
You should now be able to:
• Describe the changes that Microsoft is making to improve all
incentive programs.
• List the new reporting options within PIEX reporting.
• Navigate the new reporting experience.
• Outline the benefits of the new reporting experience.
• Recall which features remain unchanged.
• Answer commonly asked reporting questions for the Cloud
Solution Provider (CSP) Indirect Reseller Partner Incentive
program for FY18.
• Be aware of how to access support.
Thank you