Clarify reason for declined status - Payment / Opportunity

Summary

This article outlines the steps for how to get clarification on declined status/reason for Payment/Opportunity

More Information

You can find the status via your statement in Channel Incentives Platform (CHIP). Pull the statement as per the below instructions:
  1. Open CHIP and log in using your Microsoft Account (previous Live ID).
  2. Click program name tab (LSP Incentives.)
  3. Click Period and choose month (e.g. November 2013.)
  4. Under Export to Excel > Select > Calculation Details (selected month.)
    • A pop-up message may appear stating "To help protect your security, Internet Explorer blocked this site from downloading files to your computer. Click here for options..."
    • When you click the yellow banner for options, click download file and repeat steps 1 and 2.
  5. See below descriptions for each tab:



    Tab Description
    DetailReport-FlatFileFull details of agreements that are compliant and non-compliant for each eligible incentive.
    DetailReport-PivotTotals that partner will earn.
    Incentive Request Status ReportOpportunity Status.
    Valid Agreements Enrolment Accuracy Details.
    Accurate Reporting (only available before 01/10/2013 – Order Accuracy Criteria retired)Order Accuracy Details.

  6. Select the Incentive Request Status Report Tab.
  7. Navigate to Column O (Opportunity_CRMId) and filter by Opportunity ID.
  8. You will find the Status in Column AG, and summary of rejection/declined reason in Column AI (ExternalMessage).



    StatusComments
    Calculation RejectedPlease log a request via our Call Logging Tool on Explore _https://www.explore.ms and agent will further advise next steps.
    Declined RequestPlease review declined reason for the incentive request on PSX. If you are unable to find the reason on PSX, please log a request via Call Logging Tool on Explore _https://www.explore.ms and agent will further advise next steps.
    Calculation PendingSee Column AI (ExternalMessage) for further action required or Please log a request via our Call Logging Tool on Explore _https://www.explore.ms and agent will further advise next steps.
    Review PendingYet to be approved by Microsoft (PSE)
    PaidGo to previous statement month for payment details
    PayingPaying but yet to be approved to issue Payment (Statement yet to be finalised)
    Calculation Waiver30 day waiver is applied - no further action is required.
    IneligiblePlease log a request via our Call Logging Tool on Explore _https://www.explore.ms and agent will further advise next steps.
NOTE: To request CHIP access please contact your CHIP Admin within your organization. If you are encountering system issues please log a request via our Call Logging Tool on explore.ms.

To log a case via explore.ms, please follow the below steps:
  1. Open explore.ms and click Sign In.
  2. Sign in using your Microsoft Account (previous Live ID) and password.
  3. Under the Tools heading, click Call Logging Tool (CLT) to create your case.
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Article ID: 2935424 - Last Review: 17 Oct 2014 - Revision: 1

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