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How to use the Deals Workspace

Deals Landing Page

VLC Home Page: You're able to select the organization for which you want to work on.

Organization view.

Creating a New Deal:

1.Navigate to the deals workspace.

Note: For scenario creation, Partner PCN is retrieved from the Organization selected on the VLC Home Page

Deals-workspace-landing-page view.

2.Landing Page provides the details of all Deals and Scenarios created in the past for the organization selected earlier

 Deals Folder: Consider deal as one of your folders under which I can have multiple quotes (or scenarios) Quotes: A scenario created under a deal

3.Select create a “New Quote”

Create-new-quote view.

 4.Enter the scenario name and specify the deal folder you want to associate that scenario with.

New-quote-name view.

 5.Once you enter the required details, a scenario ID is generated

 6.Click on “Proceed to set up”

Scenario Setup

1.You're now on the Scenario setup page

Scenario-setup view.

2.Choose the scenario type (New, Supplemental, True Up, or Renewal).

3.Enter optional Opportunity ID and Enrollment Number.

4.Fill out the details in Configure term and click on “Next”

Contacts

1.You're now on the Contacts Page.

2.Add customer, partner, and Microsoft contact details. For customer details, you get option to add the organization.

Contacts-customer-details view.

3.Ensure partner details are autopopulated.

Partner-contact-details view.

4.Click "Next".

Price settings

1.Select pricing country, licensing agreement type, currency, and channel model.

Price-settings view.

2.Enter user count and select price levels. Price levels for the corporate license agreement are locked

3.For PCE, a section to add tenants is visible. If a lead enrollment is added in the scenario, you can import all the billing enrollments associated in the scenario.

4.Click "Next" to proceed.

Products

Monthly Subscriptions: The "Monthly Subscriptions" section allows you to configure and manage subscription-based products, including setting discounts and license quantities.

License and Software Assurance: This section allows you to manage and configure licenses and software assurance products that you want to include in your deal.

1.You're now on the page to add Product SKUs/Part Numbers which you want to buy for the customer from Microsoft.

Add-products view.

 2.Click "Add Products" and select the type of products you want to add.

Types-of-products view.

 3.Based on your selection, you are able to see a list of products.

 4.Select the relevant products you want to add.

Product-selection view.

 5.Review and configure selected products with price levels & list price.

Product-configuration view.

 6.Click on Allocate to specify tenants, if added in the Price Settings page.

 7.You're able to view the added products.

Added-products view.

 8.You can also add products via “Import from Excel” option on top. Ensure you have part number, quantity, discount & additional information in the excel you import.

Import-from-excel view.

9.Click "Save" and then "Next".

Future products

The "Future Products" section displays additional products that may be relevant to the deal but are not editable within the grid. This section allows you to view the net price and estimated retail price of these products, but you cannot make changes to them. The primary purpose is to provide visibility into potential future offerings as part of the deal.

Future-products view.

SA Credits

1.Add enrollment number if applicable.

Sa-credits view.

2.If credits are available, they're autopopulated.

3.Click "Next".

Error & Warnings

1.In this section, review and address any errors and/or warnings that appear.

2.You should address the errors mandatorily to proceed for CPS generation.

Errors-&-warnings view.

Amendments

1.Upload amendments if necessary.

2.Only PCE users have visibility to the amendments section.

Amendments view.

3.Click "Next".

Exceptions

Review exceptions and determine if Microsoft approval is needed.

Exceptions view.

Generate CPS

1.You can generate a preliminary CPS, if needed.

Preliminary-cps view.

2.If no Microsoft approval is needed, generate CPS.

Final-cps-generation view.

3.If the quote has a PLSS exception, assign the scenario to a P-CE user of the organization. PCE users are able to generate a CPS with PLSS exception.

4.If Microsoft approval is needed, send the deal to Microsoft.

Generate-cps,-send-to-ms view.

5.If sent to Microsoft and you're awaiting their approval, the scenario is Read-only for you.

6.Once the validations (running in background) are completed, you're able to generate CPS.

Documents

Once CPS is generated, documents are available in the document section.

23.-documents