Proof of Entitlement

Document to prove customer is entitled to licenses ordered.

IBM will send the POE to the end user, this is why when we load a new customer we need the contact person and their email address, and then a copy to us which goes to the below database. I always send a copy of the POE to the BP as well so they have it on their records as this is the only thing that proves that we did indeed place the order.

Go to Workspace. On workspace open the following 2 applications.

SoftwareMailnDb on CPT1

IBM Software Orders on CPT1

SoftwareMailnDb on JHB1 – IBM Dublin sends all documents, POE, order confirmation and rebate documents, to this mail address. From the time you order it takes about 1 day to receive the POE. New customers that have never bought before will wait a bit longer as IBM has to load them onto the system. They will get their POE in about 1 weeks time from order.

IBM Software Orders on JHB1 – This is our internal database. Shereen has view of this database only. This is where she invoices from. Open up both databases and do the following:

1. Create a new document in IBM Software orders on CPT1, you will see the naming on the previous documents. You will see that if IBM sends you 3 documents we get a rebate, if you only get 2 documents there is no rebate. So for rebate there will be a POE, order confirmation and rebate doc, and for no rebate there will only be a POE and order confirmation. We get no rebate on level I&J or Ent customers. Rebate on all the rest.
2. Copy and paste all documents from the SoftwareMailDB to your new saved document.
3. Copy the POE and send a copy to the BP.
4. Save and close
5. Add everything to Accpac
6. Once added you then mail Shereen and give her the IS0 and TD no and ask her to invoice

So ultimately this is what the cycle looks like:

1. Place order on Worksheet
2. Place order on IBM
3. Accpac Purchase Order
4. Wait for POE and other docs, copy them into our database and send copy of POE to BP
5. Invoice
6. Check that the PO and IBM doc’s pricing matches.
7. Check that the sales order is entered.
8. Send Shereen the email asking her to GRV and invoice, and let her know what the order number and sales order number is.