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Solution Assessments Opportunity Status

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Summary

This article describes how to review a Solution Assessments opportunity status in the Channel Incentives Platform tool (CHIP) and how to meet the requirements to earn the incentive.

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More Information

Ensure that the deal has reached the eligible Sales Stage and the deal is approved by the Solution Assessment Specialist (SAS). This can be checked in your CHIP account.
  1. Open CHIP and login with your Microsoft Account (previous Live ID).
  2. In the Opportunity ID field, type or paste the number of the opportunity.
  3. Click Search.
  4. Click View under POE column to view the opportunity details.
  5. Review the status of the opportunity.
    • If the opportunity is in Submit status, the Proof of Execution (POE) documents need to be submitted in order to move forward in the payment process.
    • Click the Edit link to check if all the POE documents have been uploaded.
  6. Take note if there is POE uploaded and that the EM Approval box is checked.
  7. Return to search results and click the relevant deal name to retrieve the deal details.
  8. Take note of the Sales Stage & Engagement Type.
  9. Based on the information found under steps 4 through 6, determine if the minimum requirements for incentive earning has been met.
  10. If any requirement has not been met, please do the following:
    • If POE has not been uploaded, proceed to upload the POE in CHIP.
      1. Open CHIP and login with your Microsoft Account (previous Live ID).
      2. Select Solutions Assessments incentives.
      3. Under the “I need to…” section, click on Search Deals.
      4. Type your Opportunity ID into the Opportunity box, and click Search.
      5. Once the Opportunity is visible, click Submit.
      6. In the new POE menu, click on Browse under the Upload Documents menu to select the required document.
      7. When the document is loaded, click Upload Document.
      8. Repeat this operation as many times as documents you need to upload.
      9. Once all the documents are uploaded, click Submit.
    • If EM approval checkbox is not checked, contact your Solution Assessment Specialist (SAS) to review and provide the approval.

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Contact Microsoft Partner Support

If you have additional questions or would like to submit a support ticket, click here

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Keywords: get support, incentives and payouts, vkb265, kb, helppartner, kbsurveynew, kbnorightrail

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Article Info
Article ID : 2952896
Revision : 14
Created on : 7/29/2020
Published on : 7/29/2020
Exists online : False
Views : 314