The IBM Software Worksheet is used to keep track of all orders and invoicing as well as to create an order # that we will use on IBM.
When you receive the Purchase Order:
- Check Dealer Credit status
- Print the order and quotation that matches the order.
- Make sure that the BP’s order totals and ours match.
- Load order on worksheet – T:\FD ORDER DESK\IBM SW PA\IBM SW PA Order Book
- Use the FD quote to the customer and fill in all the necessary details. You will now also have your own PO#.
- Go to Passport Advantage Online : http://www-01.ibm.com/software/howtobuy/passportadvantage/
- Click on Passport Advantage Online
- On the right hand side click on “place an order”.
- Check if it is a PA or PA Express customer, you will look at the FD quote, on the right hand side, at the Passport# if it shows 2 numbers e.g. 27178-7043327, then it is a PA customer, if only 1 # e.g. 7043327 then it is a PA Express customer.
- Choose the correct option, i.e. new or rnwl order, pa or pa express order etc.