Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Appropriate roles: Incentives admin | Incentives user
This article explains how you can use the Engagements section within the Microsoft Commerce Incentive (MCI) program to manage your customers for each engagement and check their eligibility status.
To get to MCI Engagements:
- Sign in to Partner Center and select the Incentives workspace.
- Select MCI Engagements.
Engagements overview
The Engagements page lists all earning opportunities, separated by solution area. You can select a solution area below the Incentives | MCI Engagements heading to view the list of available engagements for that solution area. You can also filter the engagements by status and role.
- The Engagements listing shows engagement name, partner role, eligibility details, and the engagement’s status
- The Eligibility column shows the eligibility status of enrolled locations.
- A green icon indicates one or more earning locations for that engagement. The number of earning locations out of enrolled locations is displayed next to the green icon.
- No green icon means none of the enrolled locations are earning on the engagement.
- Selecting an engagement takes you to its Summary page. Once there, you can go to the Customers page and Eligibility page
- The Engagements list displays only engagements for which your Partner Account has at least one eligible location
Summary page
Each engagement's Summary page gives a high-level description of the earning opportunity, along with the partner qualification criteria, customer qualification criteria, proof of execution requirements, resource links, and rates.
Customers page
The Customers page provides a summary of all customers associated with your organization and claims you might have created for a given customer. From this page you can take claim-related actions, add new customers, explore your data, and export data of importance.
Eligibility page
The Eligibility page lists all locations enrolled in the MCI program, their eligibility status, and their payee profile status.
- A green check mark next to the eligibility status and payee profile status indicates eligibility to earn on the engagement for that location
- Select the eligibility status to review any qualification criteria that must be met to earn for that engagement on the location
- The payee profile status has a link to update the bank or tax profile, if needed
Customer claims overview
The Customer claims page shows an all-up view of claims across all earning opportunities, and it's sorted by tabs based on the solution area.
Access the Claims section
- Sign in to Partner Center and select Incentives.
- Select Customer claims from the menu.
At the Customer claims page, you can:
- Export claim data
- Create new claims in the tab belonging to the relevant solution area
- Access individual claims
- Filter claims using the search bar to easily find the desired claims
- Sort claims by selecting the desired column headers
- Associate a new customer from your claims page. To associate a new customer:
- From the Customer claims page, select +Add customer
- Select either Partner activities to associate partner activity type claims, or select Use or consume to associate Claiming Partner of Record (CPOR) claims
- Enter required customer, engagement, and contact information to complete the additional customer process
Customer claims status definitions
- Approved: Microsoft reviewer determined that all required elements were present.
- Awaiting customer consent response: Partner claimed or added customer and sent consent request. Awaiting customer consent.
- Canceled: Partner canceled the claim prior to submittal.
- Consent rejected: Customer denied consent to proceed.
- Customer claimed: Partner claimed customer but consent request not yet sent (starts service-level agreement (SLA) countdown to obtain customer consent).
- Customer consent declined: Customer didn’t respond to consent request within required timeframe.
- Customer consent received: Partner claimed or added customer and sent consent request. Customer provided consent.
- Disputed workshop expired: Partner initiated a dispute but didn't resubmit the claim with the allotted timeframe.
- Disputed: Partner disagreed with rejection and has reopened claim within SLA to request another review.
- Draft: Customer approved consent. Claim is now editable for partner to conduct engagement, upload proof of execution, and complete the customer attestation form. If claim remains in Draft state past the deadline specified in the MCI program guide, the claim will expire.
- Not submitted workshop expired: Partner didn’t complete first attempt at claim submittal within the deadline specified in the program guide for the engagement.
- Partner action required: Microsoft reviewer determined that claim is lacking required elements and has requested more info. Partner must edit or respond to issues identified and return claim to Submitted.
- Post-submission workshop expired: Partner previously submitted claim, proof of execution (POE) review team moved the claim to "Partner action required," and partner didn't resolve issues and resubmit before expire deadline.
- Rejected: Microsoft reviewer determined that claim must be rejected as per review criteria; however, the claim can be resubmitted.
- Rejected final: Microsoft reviewer determined that dispute response didn’t adequately address the issues found, and the dispute has been rejected. This decision is final.
- Submitted: Partner submitted all required documents and claim is ready to be reviewed.
- Under review: Reviewer is actively working on reviewing the claim documents.