Business applications for incentive patterns and policies frequently asked questions (FAQ)

Appropriate roles: Incentives Admin and Incentives User

Partner role - Build Intent - Advisor

Where can I see the highwater mark used for the first-time earnings that will be computed for Biz Apps Presales (previously Online Service Advisor (OSA))?

1. Go to the Customer claims page. Select the Claim ID to view the claim details. In the Workload information section, Net Paid Seat Adds and Prior High-water mark will be available.

   Submitted claim but not approved:

   

   Approved claim:

   

   Approved claim pending data availability:

2. Go to the Earnings page. The Earnings page provides earning and payment insights. Earnings and associated usage becomes available after CPOR claim is approved, and is only for use after the approval date. For certain scenarios post CPOR claim approval if you're still not receiving incentives, ineligible reason codes are published. To understand the ineligibility reasons, view the Revenue page.

When can I see the earnings for BizApps Presales for program year 2024?

First time earnings will be available before the end of November 2023.

When can I expect to see my earnings every month for BizApps Presales?

For usage driven in a given month, earnings will be available by the 20th of next month. For example: November earnings will be available by December 20.

How can I use the reports to reconcile Biz Apps Presales (previously OSA)?

1. Go to the Earnings page. This page provides earning and payment insights on the user interface and granular earnings with more reconciliation attributes through reports that can be consumed via API or downloaded.
2. Apply the following filters to view/download earnings pertaining to MCI BizApps Presales Advisor engagements: Solution Area as Business Applications, Partner role as Build Intent – Advisor. You can view earnings by payment status, earning/payment trend for the chosen time period, earnings for top 50 Business Applications presales customers (search for any Business Applications HWM customer), earnings by program/engagement/lever.
3. View more granular data and extensive reconciliation attributes in the Earnings: Default download, for example, NPSA, Seats, Prior HWM, compensable units, Subscription, offers/workload.
4. View earnings summary by customer or by program specifically for High watermark engagements by choosing filters. To view granular earnings and more reconciliation attributes, download the Earnings-Default report. Some key attributes used for calculating incentives are listed in the following table. These attributes are in addition to customerId, customerName, engagementName, lever, solutionArea, partnerRole, and partnerAssociation to uniquely reconcile BizApps Presales Advisor usage data.

Attribute Name	Sample Value
Quantity	91
quantityType	Seats
quantityAlt	86
quantityAltType	NPSA
Baseline	5
baselineType	PriorHWM
compensibleUnits	86
compensibleUnitsAlt	86

Attributes definitions

• Earnings = compensable units * rate card

How can I use the Earnings page to reconcile payments for Biz Apps Presales?

In the Earnings page, in the Payment summary section, all payments received are listed. A payment order is usually created for enrolled partner ID, program, and earning type combination for the defined payment period. The Earning type for Biz Apps Presales Advisor engagements is Fee.

Apply the filters: Program name = Modern Commerce Incentives, earningType=Fee. To view the earnings that correspond to the payment, select the payment ID link in the Payment summary section. Earnings summary - by customer is narrowed down to reflect the earnings and payments (pretax). The Earnings summary - by program is narrowed down to reflect the engagement and earnings that are part of the payment.

Earning type is subject to change during annual policy updates.

Why haven't I received earnings for Biz Apps Presales?

If you're enrolled, you can check if you're eligible for an engagement on the Incentives - Engagements page - Eligibility section. If you're showing as ineligible, review the details for criteria not met.

In some cases, the ineligibility details aren't outlined. In these cases, refer to the Incentives - Engagements summary section to review the complete list of partner eligibility criteria or refer to the Microsoft commerce incentives guide.

If you're eligible for the engagement and the Claiming Partner of Record (CPOR) claim is approved but not yet earning, you can check for the ineligible reason on the Revenue page. On the Revenue page, select the Ineligible tab in the section named Incentives eligible and ineligible.

You can add more Biz Apps presales usage relevant columns by selecting Customize columns and selecting all values you want to see.

The section is restricted to show only 500 rows. Search for the Customer ID to get specific result-set.

I want to view Biz Apps Presales Advisor incentives (previously OSA) insights for customers (CPOR approved) and if they're eligible for incentives. Where can I find it?

Visit the Revenue page to get usage related insights. Apply the page filters to get more narrowed down view. For example:

• solution area = Business Applications
• Engagement name = Biz Apps Presales Advisor incentives (Previously OSA. Actual names are subject to change.)

Eligible revenue and ineligible revenue aren't applicable to this pattern of incentives.

Understand the overall ineligibility distribution by reason code by selecting View ineligible revenue and usage reasons.

To look at top 50 customers, view the usage-based earnings tab in the Revenue and usage summary section. This section gives you an idea of eligible/ineligible distribution at a customer level. The Revenue and usage summary section also prepares you to select customers with ineligibility in the Incentives eligible and ineligible section. Narrow down this list to a specific solution area, engagement, or lever by applying the right filters.

What is the restatement policy?

See the article How far back can I expect earnings to change?

What are my earnings max cap for Business Applications engagements and at what level is it set?

To understand the maximum earning opportunity for each engagement, refer to the MCI program guide.

In general, max cap reports can be downloaded from the Reports page in the Earnings workspace. Earnings - MaxCapBalance report. Max cap report is refreshed every time earning is generated.

What is Prior high-water mark (HWM)?

The Prior HWM is the highest previous seat count that exists in the history of a particular tenant and workload.

What are Net paid seats added (NPSAs)?

NPSAs are the net number of paid seats added to a tenant and workload for a given period.

Note

NPSAs can be negative in the case of a reduction in seats (for example, returns or credits).

What are Compensable Units?

Compensable Units are the total incentivized seats for a particular month under the claimed tenant and workload. Compensable Units= Total NPSAs at Tenant and workload - Prior HWM.

My NPSAs need to be higher. What are some troubleshooting steps?

Ensure that there's growth in the number of paid seats from the highest previous count under your claimed workload and tenant. If you believe there's an error in your NPSA calculation, it's likely that:

• The customer had a higher previous count in the history of that tenant and workload.
• Another partner was attached and earned on the growth for that period.

However, if you believe there's an error, contact Partner Center support so that they can review your scenario.

Partner role - Use or consume

How can I use the reports to reconcile Business Applications usage-based incentives?

• Go to the Earnings page. This page provides earning and payment insights on the user interface and granular earnings with more reconciliation attributes through reports that can be consumed via API or downloaded.
• Apply the following filters to view/download earnings pertaining to MCI BizApps Presales Advisor engagements: Solution Area as Business Applications, Partner role as Use or consume. You can view earnings by payment status, earning/payment trend for the chosen time period, earnings for top 50 Business Applications usage customers (search for any Business Applications usage customer), earnings by program/engagement/lever.
• View more granular data and extensive reconciliation attributes in the Earnings: Default download, for example, quantity (also known as monthly active users (MAU)), workload, customerTenantId, resourceId.
• View earnings summary by customer or by program specifically for High watermark engagements by choosing filters To view granular earnings and more reconciliation attributes, download the Earnings-Default report. Some key attributes used for calculating incentives are listed in the following table. These attributes are in addition to customerId, customerName, engagementName, lever, solutionArea, partnerRole, and partnerAssociation to uniquely reconcile BizApps usage data.

Attribute Name	Sample Value
Quantity	51
quantityType	MAU
workload	powerautomateperuser
customerTenantId	Sample customer1
resourceId	Sample customer 1 resource ID

Partner role - Build intent – Partner activities

For business applications engagements that incentivize partner activities how can I verify if a particular customer claim is paid or not?

To view if Business applications, partner activities engagement claims have been paid or not, choose solution area as Business Applications and partner role as Build intent – partner activities. In the Earnings summary – by customer view, you can see per customer how much has been earned vs paid (pre-tax). In the Earnings summary – by program view, you can see breakdown of how much earned vs paid (pre-tax) by engagement/lever.

Select Download earnings-default with solution area and partner role filter applied. This file provides key attribution such as engagement name, lever, earning, claim ID (corresponds to the customer claim ID in the Incentives workspace), payment status, and payment ID.

Related content

• For additional help, contact support

Appropriate roles: Incentives Admin and Incentives User

1. Go to the Customer claims page. Select the Claim ID to view the claim details. In the Workload information section, Net Paid Seat Adds and Prior High-water mark will be available.

   Submitted claim but not approved:

   

   Approved claim:

   

   Approved claim pending data availability:

2. Go to the Earnings page. The Earnings page provides earning and payment insights. Earnings and associated usage becomes available after CPOR claim is approved, and is only for use after the approval date. For certain scenarios post CPOR claim approval if you're still not receiving incentives, ineligible reason codes are published. To understand the ineligibility reasons, view the Revenue page.

First time earnings will be available before the end of November 2023.

For usage driven in a given month, earnings will be available by the 20th of next month. For example: November earnings will be available by December 20.

1. Go to the Earnings page. This page provides earning and payment insights on the user interface and granular earnings with more reconciliation attributes through reports that can be consumed via API or downloaded.
2. Apply the following filters to view/download earnings pertaining to MCI BizApps Presales Advisor engagements: Solution Area as Business Applications, Partner role as Build Intent – Advisor. You can view earnings by payment status, earning/payment trend for the chosen time period, earnings for top 50 Business Applications presales customers (search for any Business Applications HWM customer), earnings by program/engagement/lever.
3. View more granular data and extensive reconciliation attributes in the Earnings: Default download, for example, NPSA, Seats, Prior HWM, compensable units, Subscription, offers/workload.
4. View earnings summary by customer or by program specifically for High watermark engagements by choosing filters. To view granular earnings and more reconciliation attributes, download the Earnings-Default report. Some key attributes used for calculating incentives are listed in the following table. These attributes are in addition to customerId, customerName, engagementName, lever, solutionArea, partnerRole, and partnerAssociation to uniquely reconcile BizApps Presales Advisor usage data.

Attribute Name	Sample Value
Quantity	91
quantityType	Seats
quantityAlt	86
quantityAltType	NPSA
Baseline	5
baselineType	PriorHWM
compensibleUnits	86
compensibleUnitsAlt	86

Attributes definitions

• Earnings = compensable units * rate card

In the Earnings page, in the Payment summary section, all payments received are listed. A payment order is usually created for enrolled partner ID, program, and earning type combination for the defined payment period. The Earning type for Biz Apps Presales Advisor engagements is Fee.

Apply the filters: Program name = Modern Commerce Incentives, earningType=Fee. To view the earnings that correspond to the payment, select the payment ID link in the Payment summary section. Earnings summary - by customer is narrowed down to reflect the earnings and payments (pretax). The Earnings summary - by program is narrowed down to reflect the engagement and earnings that are part of the payment.

Earning type is subject to change during annual policy updates.

If you're enrolled, you can check if you're eligible for an engagement on the Incentives - Engagements page - Eligibility section. If you're showing as ineligible, review the details for criteria not met.

In some cases, the ineligibility details aren't outlined. In these cases, refer to the Incentives - Engagements summary section to review the complete list of partner eligibility criteria or refer to the Microsoft commerce incentives guide.

If you're eligible for the engagement and the Claiming Partner of Record (CPOR) claim is approved but not yet earning, you can check for the ineligible reason on the Revenue page. On the Revenue page, select the Ineligible tab in the section named Incentives eligible and ineligible.

You can add more Biz Apps presales usage relevant columns by selecting Customize columns and selecting all values you want to see.

The section is restricted to show only 500 rows. Search for the Customer ID to get specific result-set.

Visit the Revenue page to get usage related insights. Apply the page filters to get more narrowed down view. For example:

• solution area = Business Applications
• Engagement name = Biz Apps Presales Advisor incentives (Previously OSA. Actual names are subject to change.)

Eligible revenue and ineligible revenue aren't applicable to this pattern of incentives.

Understand the overall ineligibility distribution by reason code by selecting View ineligible revenue and usage reasons.

To look at top 50 customers, view the usage-based earnings tab in the Revenue and usage summary section. This section gives you an idea of eligible/ineligible distribution at a customer level. The Revenue and usage summary section also prepares you to select customers with ineligibility in the Incentives eligible and ineligible section. Narrow down this list to a specific solution area, engagement, or lever by applying the right filters.

See the article How far back can I expect earnings to change?

To understand the maximum earning opportunity for each engagement, refer to the MCI program guide.

In general, max cap reports can be downloaded from the Reports page in the Earnings workspace. Earnings - MaxCapBalance report. Max cap report is refreshed every time earning is generated.

The Prior HWM is the highest previous seat count that exists in the history of a particular tenant and workload.

NPSAs are the net number of paid seats added to a tenant and workload for a given period.

Note

NPSAs can be negative in the case of a reduction in seats (for example, returns or credits).

Compensable Units are the total incentivized seats for a particular month under the claimed tenant and workload. Compensable Units= Total NPSAs at Tenant and workload - Prior HWM.

Ensure that there's growth in the number of paid seats from the highest previous count under your claimed workload and tenant. If you believe there's an error in your NPSA calculation, it's likely that:

• The customer had a higher previous count in the history of that tenant and workload.
• Another partner was attached and earned on the growth for that period.

However, if you believe there's an error, contact Partner Center support so that they can review your scenario.

• Go to the Earnings page. This page provides earning and payment insights on the user interface and granular earnings with more reconciliation attributes through reports that can be consumed via API or downloaded.
• Apply the following filters to view/download earnings pertaining to MCI BizApps Presales Advisor engagements: Solution Area as Business Applications, Partner role as Use or consume. You can view earnings by payment status, earning/payment trend for the chosen time period, earnings for top 50 Business Applications usage customers (search for any Business Applications usage customer), earnings by program/engagement/lever.
• View more granular data and extensive reconciliation attributes in the Earnings: Default download, for example, quantity (also known as monthly active users (MAU)), workload, customerTenantId, resourceId.
• View earnings summary by customer or by program specifically for High watermark engagements by choosing filters To view granular earnings and more reconciliation attributes, download the Earnings-Default report. Some key attributes used for calculating incentives are listed in the following table. These attributes are in addition to customerId, customerName, engagementName, lever, solutionArea, partnerRole, and partnerAssociation to uniquely reconcile BizApps usage data.

Attribute Name	Sample Value
Quantity	51
quantityType	MAU
workload	powerautomateperuser
customerTenantId	Sample customer1
resourceId	Sample customer 1 resource ID

To view if Business applications, partner activities engagement claims have been paid or not, choose solution area as Business Applications and partner role as Build intent – partner activities. In the Earnings summary – by customer view, you can see per customer how much has been earned vs paid (pre-tax). In the Earnings summary – by program view, you can see breakdown of how much earned vs paid (pre-tax) by engagement/lever.

Select Download earnings-default with solution area and partner role filter applied. This file provides key attribution such as engagement name, lever, earning, claim ID (corresponds to the customer claim ID in the Incentives workspace), payment status, and payment ID.

Related content

• For additional help, contact support