However, the levers can be reviewed and changed at any time during the fiscal year. If there is any change, it will be stated in the MCIA that is sent to the partner administrator.
It is important to note that in the NAOC region, Canada currently uses the Channel Incentives Platform tool (CHIP), while the US uses the OneView tool. US MR partners are scheduled to be on-boarded into CHIP by the start of FY15.
Follow the steps below to verify the triggers for each lever in CHIP:
- Open the Channel Incentives Platform tool (CHIP).
- Log in using your Microsoft account (previous Live ID).
- Select Program Name – Rebates.
- Select the Period in question from the dropdown.
- Click Earned Funds.
- Go to Lever Details section. And click on the green triangle.
- A table will be displayed with one row per participant lever:
Here is the definition of each of the fields on the Lever Details table:
|Performance Goals||The performance description by which a rebate is calculated. Details about this goal were originally agreed to in your Microsoft Rebate Letter.|
|Goal||The Goal is the level of performance expected to obtain the rebate.|
|Achievement||Achievement is the performance as measured from the beginning of the quarter to the current day, based on the most recent data feed from MS SALES.|
|Attainment Level||The Attainment Level is a percent reflecting the ratio between the Performance Goal and the Net Performance.|
|Payout Tier||Payout Tier is the rebate percentage earned if the entire target amount was not met. Generally, a threshold is indicated at which no rebate is earned, followed by a graduated scale that can exceed 100%.|
|Payout||The Payout percent is a percentage that is applied to the Basis to determine the raw earnings.|
|Rebate %||Rebate Percentage is the percentage of earnings that are provided as a rebate.|
|Co-Op %||The Co-Op percentage is the percentage of earnings that are applied towards reimbursement via the Co-Op claiming process.|
|Basis||The Basis is the base revenue against which an earned rebate is calculated.|
|Rebate Earned||Rebate Earned is the resulting amount after the Basis, Payout and Payout Tier are multiplied together. The amount is shown in the transaction currency for the indicated Performance Goal.|
|Co-Op Earned||The Co-Op Earned is the resulting amount after the Basis, Payout and Payout Tier are multiplied together. The amount is shown in the transaction currency for the indicated Performance Goal.|
Note: Using the Contact Microsoft Support button requires you to login into the MPN site using a valid Microsoft Partner Network login. If you do not have a valid Microsoft Partner Network login or are having problems logging in to MPN, you can get more information or assistance from the MPN Support site.
Article ID: 2961523 - Last Review: 25 Apr 2017 - Revision: 2