1. Software Assurance Voucher Benefit (SAVB) Online Tool
(Speaker Introduction)
Thank you for joining this User Training presentation for the “Software Assurance Voucher Benefit” (or “SAVB”) Online Tool, which will go “live” for partner use on February 14th, Effective February 14th, all Partners who participate in the SA Training Voucher or Packaged Service Voucher Benefit programs will be required to use SAVB online to create and submit payment requests (invoices) to Microsoft for their redeemed vouchers. (This new online process will replace prior RSC invoice submission requirements.) We have a lot to cover, so let’s get started by reviewing our training course outline…
Software Assurance Voucher Benefit (SAVB) Online Tool
User Training

2. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
In this User Training we will cover…
An “intro” to SAVB – an overview of what it is, what it does, and it’s benefits to partners
How to “get started” – the quick User set-up steps in SAVB
User Scenarios – for example, how to create a payment request, how to generate a payment status report…
Resources – such as additional training and guidance, as well as contacts when you have questions
and Next Steps for Partners.

3. Introduction: SAVB Online Overview
SAVB is an online partner tool that will streamline the invoicing process for redeemed vouchers, reduce errors and potential for rework, speed time to payment and simplify overall voucher program management. 
Existing Process
New Process - SAVB
Manual process through the RSC
Minimal reporting
No insight into payment status
Automated online process
Increased reporting functionality
Ability to view payment pipeline
(Tessa – read through and ad lib)

4. Introduction: SAVB Online Overview
SAVB Features & Benefits
Create Payment Request
Submit or Save
View Payment Status
Filter and select vouchers based on Country, Location or All.
SAVB auto-calculates the payment request total amount for the selected vouchers.
SAVB auto-populates partner org and payment information based on saved profiles.
SAVB will prompt the User for submission of partner’s invoice (hard or soft copy) when required.
User can easily review and/or edit a payment request before submitting.
User has the option to Submit Now, or Save and submit the payment request later.
SAVB provides a confirmation after each payment request submission, with a unique Microsoft Reference Number for easy tracking.
SAVB provides a real-time view of all payment statuses, accessed through the Home Page.
SAVB reminds users to submit a hardcopy invoice if required.
Payments are made within 30 days of approval of valid payment request.
User can easily manage how and where payments are to be received.
The steps to getting paid for redeemed vouchers is EASY using the SAVB Online Tool. There are many features & benefits:
SAVB is configured to be flexible to accommodate differing organizational structures. When creating a payment request, the User will be able to attach vouchers from a single location to a payment request, or attach multiple locations’ vouchers within the same country – depending on how the User wishes to segment their invoicing.
SAVB will auto-calculate the total for the payment request based on your payment rate table.
SAVB will retain the partner’s payment profile including where/how to send payment.
Where allowable, many partners will be able to upload a soft copy of their own required invoice to SAVB, rather than fax or mail it to Microsoft. And SAVB will TELL YOU if you are required to send the RSC a hard copy.
The User can submit or save their work for later in SAVB.
Most importantly, the User will have access to real-time payment status for every payment request, as well as reporting.

5. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
How do I get started using SAVB?

6. Getting Started in SAVB
Steps For Existing (Active) Partners:
Go to to redeem your vouchers, as usual.
Access SAVB via the quick link provided in VVR, or directly at (If you access SAVB directly, you will be required to log-in using your Windows Live ID.)
At SAVB’s “Registration” page, select your Organization and the Program(s) for which you are registering to use the SAVB online tool. (You will only need to register one time per program.)
Proceed to the program Home Page.
Partners will still use VVR as usual to reserve and redeem their SA vouchers. Once the user redeems vouchers in VVR, he/she can click on a hyperlink that will go directly to SAVB so a payment request can be created and submitted immediately (known today as your manual “invoicing” process).
You can also access SAVB directly via its direct URL. Doing so requires logging in with your Windows Live ID.
NOTE FOR EXISTING (ACTIVE) PARTNERS: (Explain payment profile bulk upload to SAVB and our AP back-end)
For Existing (Active) Partners
Your payment profile information will already be uploaded to SAVB, based upon the payment preferences and bank details you have previously provided to your RSC. After registering in SAVB, you will map your payment profile to locations using SAVB.
If your payment profile does not appear or is incorrect, please contact your RSC immediately.

7. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile

8. User Scenario: Log-In to SAVB A
Input your Windows Live ID associated with your Organization, and your Password.
Click Sign-In B
This Windows Live ID Log-In is only required when SAVB is accessed directly through
Log-In is not required when navigating directly to SAVB from VVR. A B
To begin, users may log into SAVB directly through the Channel Incentives Platform located at Or, if they have vouchers to redeem first in VVR, they can navigate directly from VVR to SAVB without having to repeat log-in steps.

9. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile

10. User Scenario: Registration
/home.mvc/savb
Step 1
Step 2
Select Your Program A
Select Organization: Identify the Organization with which you are associated.
Programs Available for Registration: Select the voucher Programs in which your Organization participates. Select one or all to register in SAVB.
Click “Register”.
Programs Registered: List of supported programs for which you have already registered in SAVB for your organization. B A C D D B C

11. User Scenario: Registration
/home.mvc/savb
Step 1
Step 2
Registration Confirmation A
Registration Confirmation: Check to make sure the listed program is the same as the one you just registered.
Click on “Go to Home” B A B

12. About Registration
A Global Administrator for your organization in the Microsoft Partner Network (MPN) must register in SAVB to establish use of the tool for the organization’s program(s). Subsequent users will not see the Registration page when logging into SAVB once your program has been registered.
An organization may have up to three Program Administrators (PA) in SAVB. The PA can:
Add Users and Locations within the partner’s organization
Create/manage the partner organization’s payment profile by Location.
Register additional programs in SAVB.
Partners will be able to independently manage multiple programs through SAVB. [Example: SATV, or Packaged Services (DDPS, EDPS, SDPS, BVPS), or both.]

13. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile

14. User Scenario: Home Page
FEATURES A
Program Selection dropdown menu.
Action Items: View your most immediate SATV or PSB Program Action Items.
Recent Payment Activity: View current Payment Status and Activity by unique Microsoft Reference No.
“I Need To ” : Select tasks to do.
Other “Quick Links” Navigation
Payment Request Status: Check the status of your payment request work.
Payment Status: Check the status of approved payments in process. B C A D B C D E E F G F G

15. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile

16. IMPORTANT NOTE: IMPORTANT NOTE!
Regarding Access to Bank Details & Payment Profile
IMPORTANT NOTE:
After registering in SAVB, you must WAIT hours before validating your bank information and mapping your payment profile in SAVB to your organization’s locations.  This waiting period will allow Microsoft the time necessary to create required vendor ID(s) in our automated payment system. 
If after the waiting period, you are still unable to see or map your payment profile(s) in SAVB to your locations, it may be because Microsoft requires additional essential bank details or tax documentation for your organization.  If this occurs, please immediately contact the Microsoft Accounts Payable alias for your region for help:   
Region
MS Accounts Payable Alias
EMEA
China
US, Canada, LATAM
Korea
Taiwan
Japan
APAC (the rest of Asia)

17. User Scenario: Map Bank Accounts
If you are a Program Administrator in SAVB, you will have this “Manage Payment Profile” link in your list of task-related quick links to the right on your Home Page.

18. User Scenario: Map Bank Accounts
Step 1
Step 2
Manage Bank Accounts (Program Admin Only) A
Vendor ID: The list of banks you use to receive electronic funds transfer payments for your locations. Expand to see more detail. Verify the last 4-digits of the associated accounts.
Bank Reference Name : The reference name given this bank and account.
Actions: You can rename the “reference name” or deactivate an account you do not want to be used.
Assign Bank Accounts: To assign a bank account to one of your locations, click on “Edit Assignments”. A B C B C
KEY POINTS:
SAVB is flexible. Here, as a Program Administrator, you have the option to set-up SAVB to accommodate payment requests paid to your Locations, OR, you can aggregate and submit payment requests covering multiple locations within the same country.
In this example, you can see that Locations 1 & 2 for this Organization are mapped to the same Bank, so electronnic payments made for redeemed vouchers from either Location 1 or 2 will be made to that specified bank. However, Locations 3,4 & 5 for this Organization all map to a different bank/account.
IMPORTANT NOTE: You can only combine vouchers from different locations onto the same payment request IF the payment is all going to the same bank account. D D
*Note that Location 1 & 2 both map to the same bank account, while Locations 4, 5 & 6 map to a different bank account.

19. User Scenario: Map Bank Accounts
Step 1
Step 2
Map Bank Accounts (Program Admin Only) A
Map your location(s) to the desired bank’s reference name.
Click “Save”. B
This is a screenshot of what you see when you are editing assignments. A B

20. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile

21. User Scenario: Create Payment Request

22. User Scenario: Create Payment Request
Step 1
Step 2
Step 3
Step 4
Select Vouchers A
Select Country: Select the country applicable to the organizational Location(s) and their vouchers you are invoicing.
Select Payment Profile: Select the Payment Profile under which you want payment to be made for the Location(s) you are covering in your payment request.
Locations: From the dropdown menu, select the Locations which map to the payment profile, for which you want to invoice.
Tax Jurisdiction: Select the tax option that correctly applies to the Locations you have included.
Click “Search”. B A B C D E C
The Partner Organization in this example screenshot is “Contoso”, which has locations in both the US and in Canada. In this example, the User, who we’ll say is located at the organization’s HQ in the US, is tasked with submitting payment requests (invoices) on behalf of the company’s locations in Canada. The User has selected the country “Canada” and elected to search vouchers for all it’s Canada locations. D E

23. User Scenario: Create Payment Request
Step 1
Step 2
Step 3
Step 4
Select Vouchers (cont’d) A
Review Redeemed Voucher Results: Review the redeemed vouchers in the table based on your search criteria. Check their “Invoice By” date.
Voucher Detail Arrow: Expand voucher rows to review and confirm voucher details.
Change Criteria: You can go back and change your selection criteria (country, location, etc.) to get new results.
Select Vouchers: Using the “Add/Remove”, select the vouchers to include in this payment request. A C B B D C D

24. User Scenario: Create Payment Request
Step 1
Step 2
Step 3
Step 4
Confirm Payment Request Detail A
Partner Information: Verify your organization name and address.
Partner Invoice No. Field: You must input your own company invoice number in this required field.
Confirm Sub-Total: Verify the sub-total for the vouchers you have added to your payment request. B C
If there is no tax or additional partner invoice proof required, just verify the Total. A C B

25. User Scenario: Create Payment Request
Step 1
Step 2
Step 3
Step 4
Input Tax and Submit Pay Request A
Input Tax: Input the correct tax (%) to be added, based on the applicable tax jurisdiction. (Partner responsibility.) SAVB will automatically update the invoice total based on your tax % input.
Attach Documentation: Depending on the Country associated with your payment request, you may be prompted by SAVB to upload and attach a softcopy of your company’s invoice, or you may be required to send a hardcopy to your RSC.
Click “Submit” (or Save For Later, or Cancel) B A B C C

26. User Scenario: Create Payment Request
Step 1
Step 2
Step 3
Step 4
Payment Request Confirmation A
A unique Microsoft Reference No. will be attached to your payment request when you “submit” it or when you “save” it.
If you need help, you can reach your Regional Service Center (RSC), by clicking the Contact Us link.
View your Payment Requests: Use this link to review other payment requests you have submitted or saved in SAVB, or to view current payment statuses. B A B C C

27. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile

28. User Scenario: Voucher Search, Payment Request Search
START
HERE

29. User Scenario: Voucher Search A
Search Criteria: Use filters to narrow your voucher search by:
Country
Location
Voucher Status*
Customer Name
Customer
Voucher Number
Redeemed Start/End Date
Click “Search”. A
* Voucher Status Menu:
Redeemed
Processed
Past Invoice Date B B

30. User Scenario: Voucher Search A D A
Review Search Results: View the results in the table below.
Voucher Detail: Use expand/collapse arrows to view voucher details under each row (expand all / collapse all).
“Invoice By”: The date by which the voucher must be invoiced.
“Export to Excel”: Use to create your own report or reformat.
“Days”: Number of days in the voucher. C E 5 B B 5 C 5 D 5 5 5 E 5 5 5 5

31. User Scenario: Payment Request Search A
Search Criteria: Use filters to narrow your payment request search by:
Country
Location
Status*
Invoice No.
Microsoft’s Reference No.
Submitted By
Submission Date Range
Click “Search”.
*Payment Request Status Menu:
Saved
Pending Approval
Approved
Denied
Action Required A B B

32. User Scenario: Payment Request Search A
Review Search Results: View the results in the table below.
Payment Request Detail: Use expand/collapse arrow to view additional payment request detail.
View Payment Request Aging: Number of days in process since submission.
View Additional Invoice Required: Shows you if you are also required to mail a hardcopy of your own invoice to your RSC.
“Export to Excel”: Use to create your own report or reformat. B C D A E D C E B

33. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile

34. SAVB User Roles & Permissions
 Tasks
SAVB Roles
Program Admin
Program User
Perform Voucher Search X
Perform Payment Request Search
Create and submit payment request
Add / edit / update users to SAVB roles
Map payment profile to locations
Register Program
view-only
This slide is a comparison of the permissions for each Partner user role in SAVB.

35. User Scenario: Add New Users
To add users to SAVB for your organization, Partner Program Administrators will select the “Add New Users” link from the “I need to. . . “ links on the right hand navigation bar on the Platform homepage.

36. User Scenario: Add New Users
Step 1
Step 2
Enter New User Contact Information A
Enter Individual’s Contact Details: Including first name, last name, and address
Select and assign a Role for the Individual you are adding. Assign the role of Program User or PA depending on how your organization and Locations are structured.
Click “Add Role”: You will see the Role and the Location it applies to added to the list of User Roles above.
Click “Send Invite”. An “invitation” will be sent by SAVB to the added User. The User must “accept” the invitation in order to perform tasks in SAVB B A C
Partner Program Administrators will add users by adding contact information and assigning a User Role. D B C D

37. User Scenario: Add New Users
Step 1
Step 2
User Accepts Invitation
Receive Invitation: The new User receives an invitation to become a SAVB Program User or Program Administrator.
Activate User Account: The new User must click on the link to activate. A A
Once a new user is added, the Partner Program Administrator will receive a Confirmation notice.

38. User Scenario: Manage Users
Select “Manage Users” Link
Filter by Individual: Administrators can search by Name, Role, Role Status, and Program.
Search: After entering your search criteria, click “Search” to view user results below.
Activate or Deactivate Users: Program Administrators can review user details, activate or deactivate Users, or edit their roles or location assignments. A A B B C
To manage all user accounts or search for a specific users, Partner Program Administrators will select the “Manage Users” link from the “I need to. . . “ links on the Channel Incentives homepage. From the “Manage Partner Individuals in Partner Account” page, Program Admins can search for a specific user, activate, deactivate or edit user results. C

39. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix
Log-In
Registration
Home Page
Map Bank Accounts
Create Payment Request
Voucher Search, Payment Request Search
Add New/Manage Users
View My Profile

40. User Scenario: View My Profile
FEATURES A
Review your Organizational Profile.
Review your own User Role. B A B
Users can update their contact information and preferences by accessing the “Manage My Profile” link from the “I Need To. . . “ links on the Channel Incentives homepage. The top half of the Manage My Profile page is displayed here.

41. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix

42. Resources Support Inquiry Contact
Microsoft Regional Service Center (RSC)
See SAVB Home Page – ‘Contact Us’
SATV Program Questions
Packaged Services Program Questions

43. Resources Training Training Resources, including:
Recorded Live Meeting training
User Training Videos
Step-by-step User Guidance Documentation
FAQ’s
Program
Resource Site
SATV Program  
Packaged Services Program

44. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix

45. Partner Next Steps
Transitioning to SAVB
To be ready for transition to SAVB by March 15th, 2010:
Training: Identify your organization’s Global Administrator in MPN. Be sure your Global Administrator is trained in SAVB and ready to register program(s), establish additional Users, and map payment profiles to Locations in SAVB. To access training, click the SAVB Training Resources link on your SAVB home page.
Payment Processing Cut-Over: The RSC made its FINAL manual payment run on March 1st 2010.
Location: Region/Country
Partner Requirements
Where NO invoice or form is required to obtain payment from Microsoft
All qualified vouchers in redeemed status on or before March 1st were included in the RSC’s final manual payment run of March 1st.
Qualified vouchers redeemed after March 1st will be pulled into SAVB for partners to create their payment requests in SAVB beginning March 15th.
Where an invoice IS required to obtain payment from Microsoft
All valid invoices received by March 1st for qualified vouchers in redeemed status (redeemed on or after January 1st) were included in the RSC’s final manual payment run of March 1st.
All valid invoices received by the RSC after March 1st for qualified vouchers in redeemed status will need to have payment requests created by the partner in SAVB after the March 15th “go live” in order to receive payment.

46. Partner Next Steps
Encourage others in your Organization with a need to know how to use SAVB to access a recording of this Live Meeting training, posted to your resource site.
Review the User Guide (.doc) posted to your resource site.
Review this training deck to familiarize yourself with SAVB functionality.
Download the handout from this Live Meeting, or
Look for a follow-up with the link to today’s recorded session.
Program
Resource Site
SATV Program  
Packaged Services Program

47. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix

49. Course Outline Introduction: SAVB Online Tool Overview
Getting Started in SAVB
User Scenarios
Resources
Partner Next Steps
Q&A
Appendix

50. Getting Started in SAVB
Steps for NEW Partners:
Complete all required program enrollment steps as directed by your SA program, including signing of Agreements.
Microsoft will contact you to initiate set up of your Microsoft Vendor payment account (required).
Log in to VVR to reserve and redeem vouchers per program instructions.
Access SAVB via the quick link provided in VVR, or at (If you access SAVB directly, you will be required to log-in using your Windows Live ID.)
At SAVB’s “Registration” page, select your Organization and the Program(s) for which you are registering to use the SAVB online tool. (You will only need to register one time per program.)
Proceed to the program Home Page.