HP Partner Portal Training - Tier 2 Reseller

HP Poly integration

Getting Started

2 HP & Pol Confidential

 Agenda
Why HP acquired Poly

What the change means for you

What is the Reseller Onboarding Process to HP

Partner Portal (HPPP)
✓ Overview
✓ User migration
✓ User registration and signing
✓ Navigating the Portal
✓ Edit the Portal tool menu
✓ Manage your account in HPPP
✓ How to get support
✓ How will you receive updates?

Pricing topics:
✓ How to view Price List in Pricing Viewer (HPPV)
✓ How to view Special Pricing (pComm)

Channel Data Management (CDM) - Data Reporting

Financial Claims Management (FCM)
✓ NA Price Protection & Pas thru

How to check order status (OSS)

NA E-Claims
4 HP & Poly Confidential
Why HP Acquired Poly?
Together HP and Poly deliver the entire scope of hybrid work
solutions from home to office and anywhere in between.

5
 Two Iconic Companies
HP and Poly unlock significant new long-term growth opportunities since both bring strong values,
incredible talent, cultures rooted in innovation, and a relentless drive to put our customers first as well
as a commitment to social good.

On July 20th, 1969, Plantronics had gone to the Moon… 238,900 miles Disney used HP’s oscillator to test audio equipment in the 12 specially
each way… and returned! They have been back 5 times since. equipped theaters showing Fantasia in 1940.

6 HP & Poly Confidential

 A Powerful Strategy
Unified platform to lead hybrid work

Empowering end users to be Enabling IT to manage and secure

seen and heard. in a hybrid world.

The HP strength The HP strength

Security, manageability
Compute, print and displays.
and services.

The Poly strength The Poly strength

Headsets, desk phones, video Peripherals management,
and room solutions. insights and room services.

7 HP & Poly Confidential

 Reseller Onboarding Process to HP
8 HP & Poly Confidential
What is the Reseller Onboard Strategy
Definition – Wave refers to the timing of transition by region.

Timing – Invitations to resellers will go out approximately 3 months prior to target date.

Wave 1 Wave 2 Wave 3

June 12, 2023

Goal - Poly Partners new to HP, to onboard and sign the HP Partner Agreement (PA).

Important - Partners will still be a part of the Poly Partner Program until November 1, 2023.

9 HP & Poly Confidential

Reseller Onboarding Process
Wave Resellers will be invited over in four batches
• The reseller signatory will receive an email inviting them to initiate the HP onboarding process .
• Once the reseller signs the HP Partner Agreement (PA), all their active Poly partner portal users will be invited to retrieve their HP Partner
Portal credentials.
June 12, 2023, resellers with signed HP PAs will be able to access the new HP|Poly page on the HP Portal.
• The Poly page will have links to Poly and HP tools to help drive business.

May 25

*Note Wave cut over dates are

when HP price lists and tools
will include Poly for that region

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Net-New Poly Partner Applications

30-days prior to each Wave

• Net-new partner applications for that
region will no longer be accepted.
• New partners will be directed to apply to
become an HP Partner.
✓ Once an HP partner, they will be able to
purchase Poly products upon Wave
deployment date

New- users of existing Poly partners can

continue to request access to the Poly
Portal.

13 HP & Poly Confidential

 HP Partner Portal Overview
15 HP & Poly Confidential
 HP Partner Portal Training Overview

Welcome to the HP Partner Portal Training.

This course is targeted to HP | Poly Resellers.

Portal experiences and eligibility to access business tools may vary based on your
location, HP business relationship, and unique Reseller profile.

The screen shots in today’s training may look slightly different than the ones you see
when you are in the system.

Let’s get started!

16 HP & Poly Confidential

HP Partner Portal Why it’s used - benefits

Overview The HP Partner Portal offers dynamic information for specific audiences
according to location, from this training, you can see your unique Reseller profile,
and your HP business relationship, learn how to navigate around the portal, edit
your workspace, manage your account settings, and get support.
Your personal experience may vary from the screenshots used.

How the process is used in HP

This overview training is designed to help you get the most out of your
HP Partner Portal experience.

Integrations and interlocks with other tools

HP Partner Portal URL offers access to all the tools used to do business with
HP.
• HP Partner Portal Commercial
• HP Partner Portal – Poly Program & Tools page

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 HP & Poly Adopt & Go

Poly Method HP Method Benefits & Actions

HP Portal access - You will have access to the entire
Poly Portal access - Poly Partner Users’ access rights HP Portal Access – Access (HP ID account password) to HP
ecosystem of HP tools & processes. Your users have been
and content is segmented by partner level in the Poly tools is driven by authentication and level permissions per migrated, but your HP ID account password will need to be
program. Reseller and/or user. reset. You will continue to have access to the Poly portal
until the inventory is gone.

Access preferences: - Poly Partner users need a Poly Access preferences: Reseller/ Users need to have an HP Access Preferences – Engage the HP Portal Administrator
SFDC account in order to log into the portal. ID account in order to log in to the Portal. for HP Portal access. During integration, there will be a Poly
landing page on the HP Portal.

Content - Poly Partner Users have access to Poly content Content - HP Resellers user have access to HP content Content – A Poly landing page (called Poly Tools & Programs)
(including product info) & tools based on their, geography, (including product content) & tools based on their, will be available only to Poly partners that have signed the
partner type/level, and other flags. geography, partner type/level, and other flags. There will be HP Partner Agreement. This will be your main page to
an interim period in which you will have to access tools & continue to access Poly tools.
content on both platforms,

Company Partner Portal Admins (PPA) - All registered Company Partner Portal Admins (PPA) Your reseller
Company PRM Admins can update company information
organization will have self-service and autonomy access to
to see the company scorecard, rebates, partner companies have at least 1 portal administrator who
add & manage new users & permissions and an unlimited
performance dashboard & certifications. To get support approves new user registrations, manages existing users &
number of PPAs. The PPA role is automatically assigned to
from Poly, there are Alias emails per theater with support grants tool access. PPAs can grant/remove tool access for the contract signatory, who can add other PPAs and users.
teams. their company users. No HP support is needed.

Poly tools will remain in Poly portal until October 31st

18 HP & Poly Confidential
New User Registration & Sign in
Get your HP Portal credentials

Access the HP Partner Portal at: partner.hp.com

If the Reseller already has a commercial relationship with HP, then Poly user needs to contact their HP Portal Administrator (Reseller) to
grant access and privileges to Poly Users.
1 To register as a new portal user, click
2 On the “Create Account” page: 3 The HP Partner Portal automatically sends a
Register at the bottom of the login screen • Enter your first and last name, email verification code to the email address used to register.
If you’re already in HP Partner Portal address, and password Enter the verification code (6-digit numeric code) and Click
user, click SIGN IN. • Click Create Account Verify to confirm your email address is correct.

Note: Japan has an offline registration process. Prospective users

must contact HP Support from the portal login screen to complete
the offline registration process.

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New User Registration & Sign in
4 5
Provide user details and contact information. 6
Add your mobile number for a secure Confirm the communication preferences by entering
Registration form - The form auto populates these fields:
and personalized experience. Select your the authentication code. Select your communication
Email, First Name, Last Name, and Country.
country or region. preferences.
Complete the form - Submit the registration form to secure
Then, Click Continue. Enter the authentication code. Then Click Next.
your access to the HP Partner Portal.

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New User Registration & Sign in
7 8 9
Company Information - Enter the first three characters of Additional Information Location Information
the company name and the location ID or search by filling You will see a list of companies if there is a match. If more than one record appears, select your current location.
in the mandatory field and any other details. Click Submit for Partner Portal Administrator (PPA*) approval.
Type the verification code and click Search.

*PPA Partner Portal Administrator

21 HP & Poly Confidential
New User Registration Support

For help with HP Partner Portal registration or for

more information:
1. Click the Get Support icon on the right side of
any portal page, including the login screen.
2. Contact your local HP Partner Support team.

22 HP & Poly Confidential

How to Take Product Training – As Partner

Want to learn about HP certification on products? Want to continue to learn about Poly and certifications on
products?
Access HP University – link to be provided
Access Poly University – link to be provided
Important – do NOT take any Poly training in HP
University prior to November 1, 2023, as it will not be Important – Continue to access Poly University.
reflected in your Poly certification dashboard.
You will continue to take any Poly product training and
certification courses and exams in Poly University up to
November 1, 2023. This will ensure your Poly records and
certifications dashboard remains intact.

23 HP & Poly Confidential

Access HP Learning Center
HP Learner ID for Learning for HP training ONLY

Access HP Learning Center training and certification with the HP To access your HP Learner ID, log in to the HP Partner
Learner ID. Portal and view your Saba Cloud profile.
Scroll to view the “Other information” section where
HP Learner IDs are unique for each reseller and are automatically
you will find your HP Learner ID.
assigned to each user upon completion of the HP Partner Portal
user registration.

24 HP & Poly Confidential

Navigate the Portal to Find Poly Landing Page
There are three ways to access the Poly program and tools page:
1. Banner (carrousel)
2. Important notifications on the right reel
3. Top navigation in services and solutions

The HP Partner Portal navigation menu has been designed based

on partner needs. It is integrated into SEVEN SECTIONS. You can
Access the HP Partner Portal at: partner.hp.com. click on the drop-down title to expand the menu underneath.

Poly landing page

link to be provided

Portal experiences and eligibility to access business tools may vary based on your location, HP business relationship and unique reseller profile.
Your portal experience may vary from the screenshots in this portal overview training.

25 HP & Poly Confidential

Navigate Poly Programs and Tools

1 2 3
4

Poly - Poly Programs & Tools

Under the “ My Workspace Section you will Main Interest Topics in Services and
Main Interest Topics in Product Section:
find Business Tools. Main Interest Topics in Solutions Section :
• HP Market Pro
this Menu: ✓ HP Care Pack
• Purchase Product
• Manage Users ✓ HP Anywere
• Playbooks
• Pricing Tools (pComm, HPVV) ✓ Services Delivery Application
Above you can see the overview and tools
• Deal Registration from Product Catalog
• Manage Claims
• Claims & Compensations
Update with new image
when available

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 Navigate the Partner Portal

5 6 7

This Section allows to get Marketing Resources

The “Programs” menu provides details on the benefits, • The “Training & Certification” Section provides access
like Asset Hub and Brand Standards & Logos
terms, and requirements for HP programs. to Partner Learning and HP Certifications.
Main Interest Topics on this Menu:
Major Interest Topics on this Menu: • This menu offers the option to retrieve the HP Learner ID
✓ HP Sales Central
✓ HP Amplify Program General Terms, Benefits, (key to HP University certifications and trainings)
✓ Brand Standard
Compensations
✓ Partner News
✓ HP Qualified Distribution Network
✓ HP Agent

27 HP & Poly Confidential

Poly Program & Tools Dedicated Page

ONLY visible for legacy Poly

partners

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Edit Portal Tool Menu

1 3
5
4
2 5 6

1. Access the Tool Menu section of the home page (click 3. By clicking Edit Tools Menu, you can view a list of all the 5. To view more information about the tool you want to add in your
on the arrow icon), which allows configuring one-click tools you are eligible to access through the HPPP. You can workspace click the circle icon on the left. If you no longer want to
access to the most used tools (comms preferences). also go to the Search tools bar and add your preferred tools. see the info about the tools, simply click “Hide Info for All”.

2. Add the tools of your preference and launch them 4. From this list, you can choose which tools to add or 6. The tools get added in your workspace by simply clicking the
with one click to begin customizing, simply click remove. The latest tools you’ve added will automatically be “pin” button, and they automatically get added in your list.
Customize. displayed in the list. You can view all the applications you
added by clicking All Applications.

29 HP & Poly Confidential

Manage Your Account in the Portal
When managing your user account, you can check or edit your personal details,
such as password change, communication preferences, etc. A menu will be displayed on the left-hand side to
review and update your Preferences :
Click on your profile image to view the drop-down menu and then select Profile
Preferences to access your user account settings.

Maintaining and updating profile information

Reset password

Check assigned role

Maintain & update email and contact information.

Maintain update your Location Information

Find information on your organization´s PPA.

If there is more than one PPA for your company, they
will be listed in this section

30 HP & Poly Confidential

How Will I Receive Updates from Partner Portal?

HP News - will communicate on a regular basis through:

• HP Partners news –monthly basis-.

Poly News - You will continue to receive Poly News through the
Poly Newsletter through October 31, 2023.
• Poly Partners news -weekly basis- or your preferred scheduling.

Suggested Action:
If you do not have an HP Partner Portal account already, please
register as a user and ensure you are receiving HP newsletter
updates on the Subscription Preferences page.
• Follow this path: Home/Sales &
Marketing/Communications/Partner News.

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How to Get Support from HP Partner Portal
Portal experiences and eligibility to access business tools may vary based on your location, HP business relationship and unique reseller
profile. Your portal experience may vary from the screenshots in this portal overview training

Support is always available, no matter where

you are on the portal.
The Get Support icon is consistently located
at the top of any page on the portal. On the
login screen, the Get Support icon is located
on the right side. If you need help logging in,
just click the Get Support icon from the login
screen partners.
You can click Get Support icon to find out
more.

32 HP & Poly Confidential

FAQs – HP Partner Portal

How do I access the HP Partner Portal?

Canada & Latin America (except Brazil) resellers will receive login credentials via email from
HP Partner Portal when your organization has completed the onboarding and signing of the
HP Partner Agreement. These credentials will enable you to login to the HP Partner Portal. If
you are new to the HP Partner Portal and you have never registered before and your
company is already set up, you will need to register yourself and be approved by your
Company Partner Portal Administrator (PPA).

How will their partners access the portal between now and June and
after June?
Prior to June 12, 2023, use your HP credentials to login into the portal. You will see a “Coming
Soon” banner on the home page for Poly.
Starting June 12, 2023, you will be able to access the new Poly page on the HP portal by
clicking on the “Learn more” link.
If you have not received login credentials, please contact support by clicking on the gray “Get
Support” icon on the top-right corner of the HP Partner Portal login page

Will I need to access the HP portal and is it different from Poly Portal?
These are independent portals on two different platforms with separate login credentials.

33 HP & Poly Confidential

 Pricing topics:
Pricing Topics ✓ How to view Price List in Pricing Viewer (HPPV)
✓ How to view Special Pricing (pComm)

34
 HP Pricing Viewer (HPPV)
35 HP & Poly Confidential
HPPV Overview Why it’s used – Benefits
• Provides a contractually based list and net pricing specific to
partner Standard Pricing Viewer (SPV) tool on Partner Portal allows
the ability to query specific products. User can access The Self-
subscription tool to receive custom daily email alerts providing delta
changes.
• Communications per region.
• Downloadable files are available and updated daily.
• Provides supplemental product data including UPC codes, PLC
status, etc.

How the process is used in HP

• The Standard Pricing Viewer eliminates the need to search multiple
sites or pull content from several different databases by providing
one place to go for pricing and product information.

36 HP & Poly Confidential

 HPPV Overview and Capability
The Standard Pricing Viewer eliminates the need to search multiple sites or pull content from several different
databases by providing one place to go for pricing and product information.

List Price
Pricing • Price changes
• Quantity break pricing
• Effective date
• Product details (Product line, PL The Standard
+ description, Product SKU #, short and Pricing Viewer
long description, UOM, UPC, gross
weight, etc.)
Product • Product life-cycle status
• Product Hierarchy

37 HP & Poly Confidential

 HPPV Navigating
Partner View

1. Once logged in to HP
Partner Portal on the top
navigation menu:
Click on Products >
Promotions & Pricing >
Pricing tools

2. HP pricing Viewer and

then Go

38 HP & Poly Confidential

 Poly Product Price list
1

1. From the landing page, click on HPPV Home to access

the current Poly product price list
2. The user makes the below selection, as appropriate
• Partner contract/name
• Price descriptor (country, currency, incoterm)
• Poly product-lines
✓ NG Poly Headsets (Audio)
✓ NK Poly Voice
✓ NJ Poly Video
✓ NL Poly Consumer (Retail only SKUs)
✓ NK Poly Services
2
• Other fields to appear on the price list
• Additional instructions can be found under
Training and Documentation on the HPPV landing
page

39 HP & Poly Confidential

 HPPV Snapshot
Partner View

• Downloadable Pricing Files

• Email Alert Subscription
Service
• Supporting Documentation
• Links to additional pricing

Set up the query.

• The company contract will
be entered here by default
based on the contract
associated with the
location.
• You may choose additional
data fields to add to your
query, they can be added or
remove from any field
• Complete your query by
clicking Search.

40 HP & Poly Confidential

 Using HPPV - Creating the Query
Partner View

Querying a particular part number or list of part

numbers
• Enter a part number or list of part numbers into the query box.
• You can cut and paste a list of product numbers into the box.
• When Product Description is selected, 2 text boxes will display for
users to specify their search criteria.
• Search values can be entered in each text box and concatenated
with an asterisk (*) no blank spaces.
• Values in each text box are for AND relation; in two boxes, they are
for OR relationship.

Query specific Product line(s)

• You can select specific product lines or multiple product lines by
using the control button while selecting.

A quick search can be performed at this point by clicking the search

button or going to add fields for complex searches.

Note. Query results are contractually based and will only be returned if
the Part Number is on the contract.

41

41 HP & Poly Confidential

 Using HPPV - Creating the Query

Select Product hierarchy

• You may choose additional data fields to add to

your query.
• Complete your query by clicking Search.

42 HP & Poly Confidential

 Using HPPV - Creating the Query

Save query
Users can save a query to retrieve and
run again at another time. Query results
• Results are downloadable
via Excel or Pipe Delimited
format as noted at the top
of the results screen
• In this example, the query
shows some Part
Numbers with default
query values.

43 HP & Poly Confidential

 Using HPPV - Downloadable Standard Queries
• The Standard Pricing Viewer makes available several pricing files.

• These files are downloadable for partner use in either Excel or Pipe
Delimited formats and are located on the left side of the page

• Daily Update File: Includes daily purchase price delta updates to pricing and
certain product information –must be Portal Management User (include
hyperlink) to have access to this file.

• Full List Price File: This file is available to all partners and users via the
Standard Pricing Viewer and is not contract specific; this is a good
reference file to query products that may not appear on the contractually
based pricing file

• Purchase Price File: Includes purchase price information for products on

the partner contract –must be Portal Management User (include hyperlink)
to have access to this file

44 HP & Poly Confidential

Using HPPV – Daily Email Alerts

Discontinued
products & Pricing increases or
decreases.
Cancelled products.

Daily email
alerts

New active product Miscellaneous

(blind or active). product changes.

45 HP & Poly Confidential

 Using HPPV - Email Subscription Service
Creating a Daily Email Alert Subscription

Click on the Subscribe to Pricing Files link listed on the left side of the page to
display the Subscription Service page
• Verify your email address is correct or edit your profile if necessary
• Current subscription status is noted
• Click on Sign Up for either List or Purchase Price
• Choose all product lines or specific product lines for your alert in Product Line Data Filter
Preferences
• Complete the Pricing Report Preference section and click Add button
• You will receive a confirmation page
• Daily alerts effective next business day.

46 HP & Poly Confidential

 Using HPPV - Daily Email Alert Example

Tabbed Excel Version

Non-Tabbed Excel Version

47 HP & Poly Confidential

 Resources - HPPV Pricing
Internal Link | Partner Link

All partner queries regarding Standard Pricing functionality, data or communications can be directed to the L1
business support team at:
• The L1 team will engage proper resources as required, please contact:
NA: [email protected] LATAM link to be
provided
48 HP & Poly Confidential
 pComm Training
49 HP & Poly Confidential
pComm Training What is pComm ?

Overview • pComm is the Special Pricing Communications Tool which can be accessed
through the HP Partner Portal. It is a multi-user website which draws content
from the Eclipse database. It provides partners with the ability to search and
view special negotiated pricing online, download these deals on demand.
• pComm is a WW tool and provides a single communication platform for all
special prices on a local, regional and global level.

Why it’s used - benefits

• A multi-user website from HP’s big deals database to navigate based on the
user type by the partner’s Location ID.
• pComm displays the special pricing (BDNet or % off discount to the partner)
• Download on demand Deal information (products and prices) in .xls .xml and
.txt formats.

Integrations and interlocks with other tools

• HP Partner Portal
• pComm is used by Distributors, Resellers, HP Employees

50 HP & Poly Confidential

 HP Special Price Communication - pComm
Communication of Special Price Deals
1
3

PComm Functionality
• Deal Search
• Viewing a list of deals
• Viewing PDF/TXT/XML/Excel documents
• On-demand file delivery
• Online deal viewing
1. Access to HP Portal and go to the Product Section • Multi-country conversion
2. On Product Section, go to Pricing Tools and you will find • Historic deal information (expired deals up to 90 days)
Special Price Communication Window (pComm) and click Go
3. Search Screen will show up in order to look for DEALS
51 HP & Poly Confidential
 HP Special Price Communication - pComm
Searching Function

***

See Deals and Deal list

Search by product family

Help and support material

Select if you want to see expired Deals,
they will still be available 90 days after
User profile setting
expiration

You can also select the date range and

see new or modified Deals in that
period

Option to see Deals that are

about to expire

52 HP & Poly Confidential *** Special Pricing Rebates : Option available only for NA
 HP Special Price Communication - pComm
Special Pricing Deal
3

Export in your
format

1. Deals matching with you Selection Criteria will be listed.

2. Select “ View Deal list” and Deal Summary will be showed up.
3. Select your Pricing prefer options on the screen and
information will be listed below.
53 HP & Poly Confidential
HP Special Price Communication - pComm
Viewing Special Price List

View in PDF or Export to

Excel or Text Format

Sort columns

Export Selected Deals

or Receive by Email

54 HP & Poly Confidential

 HP Special Price Communication - pComm
Sending Deal by Email

Select to email the file

Click to view
bussiness details

Select your preferences, you can

choose the format of the content, price
date, file format to receive by email at
the address indicated

Option to compress the file

Submit Request

55 HP & Poly Confidential

HP Special Price Communication - pComm
Detailed Deal Summary

Detail Deal Summary Detail Deal Summary

✓ Example showing additional ✓ Exported to Excel Example
Discount Percentage

56 HP & Poly Confidential

Channel Data Management Training
Only for Reporting Partners
57 HP & Poly Confidential
CDM –Training Overview How the process is used in HP

Channel Data Management (CDM / Partner Data Collection) is used to

collect sales and inventory information from HP Resellers and make it
visible into HP reporting systems for partners’ rebate calculation,
partners’ compensation and/ or analyzing various business insights.

Why it’s used – benefits

Simplify the way we do business with Resellers

Effective Reseller Compensation
Automated Rebate/Compensation Management

Integrations and interlocks with other tools

Channel Data Management (CDM) contains processes that allows

Reseller Data Submission, Data Processing (Validation, Enrichment
and Valuation), Data Quality monitoring and Data Availability in HP
downstream systems.

58 HP & Poly Confidential

 CDM Poly Adopt & Go

Poly Method HP Method Benefits & Actions

Reseller reporting in Model N tool. Reseller reports their files through any of the transfer More data transfer methods are available in HP with
methods available in HP, either through an EDI/B2B the aim to better suit Reseller’s needs.
connection, through HPPP into Data Manager (E2O),
or via email to a standard HP Mailbox.

Reseller real-time access and visibility on the reported Resellers can view submitted files, errors, warnings, and
No Partner user interface for reported data. data through the Data Manager interface with user- file status to modify or correct online reported data
friendly platform access that has interactive widgets easily at transaction level or offline transaction level
and provides full visibility. resubmission in excel. Transaction level history and File
Feedback report status are available to notify via email.

Reporting: One Partner facing Report is provided by Resellers will adapt to current HP reporting Self-service reporting with detailed data per
Poly to Partner on weekly/monthly basis. frequency, recommended daily for Distributors, and Transaction to reconcile payments and disputes, and
Weekly for Resellers. faster data availability for HP and faster claims
processing for Resellers.

Basic data attributes collected. Additional data attributes required from Reseller’s side: Additional data means more accurate reporting for
.
Sold to customer ID (WW), Sell from customer details rebate payments in Incentives Viewer tool and in the
(AMS) for matching process with HP Database, Sell future, Sales Compensation benefits.
from address details to identify the invoicing branch
location for Sales Compensation purposes.
Serial number is not frequently reported due to lack of Serial Number is a mandatory requirement to claim Providing serial numbers gives accurate data to
necessity in current internal processes. rebates. process Financial claims payments.

59 HP & Poly Confidential

 CDM & Financial Claims Process Flow
Adopt and Go

1 2 3 4
Receive Submission
Log in to Data Manager in Correct Errors and Warnings;
Upload Data Feedback; Log in to Data
Channel data Reporting

HPPP Resubmit Files (if needed)

Manager
Data Manager tool

5 6 7 8
Log in to View Payment Track Payments Submit and
w/Ultimate reports Manage Dispute Cases
Incentives Viewer tool

Incentives Viewer Information

Financial Claims

61 HP & Poly Confidential

 Channel Data Management
Training Material

LATAM
• CDS Channel Training:
✓ W1 CDM CDS LATAM CHANNEL PARTNERS (T1&T2) EN May2023.pptx
✓ W1 CDM CDS LATAM CHANNEL PARTNERS (T1&T2) SPA May2023.pptx
• CDM all Sales Team ( Disti, Retail, Reseller):
✓ W1 CDM LATAM ALL SALES TEAM EN May2023.pptx

NA
• CDS Channel Training
✓ W1 CDM CDS NA CHANNEL PARTNERS (T1&T2) EN May2023.pptx
• CDM all Sales Team ( Disti, Retail, Reseller):
✓ W1 CDM NA ALL SALES TEAM EN May2023.pptx

62 HP & Poly Confidential

 Financial Claims
Applicable only to Resellers Sourcing from HP
63 HP & Poly Confidential
FCM Applicable only to Why it’s used - benefits
• Financial claims is the HP standard process across all business units,
Resellers Sourcing from HP through which HP Channel partners receive rebate payments for
products sold against end user deals, promotions and non-standard
partner discounts.
• FCM tools facilitate partner Rebates Reconciliations.
• Reporting (E2analytics) and ICV keep records and support audits and
performance metrics.

How the process is used in HP

• FCM Claims are generated through Sell-Through data reporting
(claimless model). Resellers can follow their rebate transaction status in
E2A reports.
• This is applicable for the stock directly purchased to HP
• Disputes cases must be submitted through Incentives Viewer in HP
Partner Portal.

Integrations and interlocks with other tools

• Channel Data Manager (CDM)
• Incentives Viewer (ICV)
• Eclipse/Price Hub
• pComm
• myPRS
• E2Analytics
64 HP & Poly Confidential
 Financial Claims – Adopt & Go
Applicable to Resellers Sourcing from HP

Poly Method HP Method Benefits & Actions

Reseller Dispute submission by email, no Dispute submission in HP Partner Better Dispute Tracking & Updates available in the
predefined format. Resolution: 10 business days. Portal>Incentives Viewer. Resolution time: 30 Portal Partner interface. Easier to track Dispute
Calendar days. KPIs.

No Data Correction, nor Enrichment for Zero Resubmission of POS (Sales and Inventory) is Reseller corrects data without any intervention,
Rebate Transactions by partners, and this is required from the Partner side within the CDM faster payment. Better data traceability.
performed by the Poly team in dispute mode. quarter or FCM resubmission window.

Reporting: One partner-facing report is provided List of pre-defined FCM Reports available on a self- Self-service reporting with detailed data per
by Poly to Partners on weekly/monthly basis. service tool (E2OAnalytics) Transactions to reconcile payments and disputes.

Data Reconciliation: Limited number of Failure Warnings triggered at POS data submission are Resellers can easily triage transactions they must
Codes, which indicate why a Transaction is not linked to FCM Payment criteria. New validations act on, and the transaction will be addressed by
paid. and status to help Partner with corrections. HP.

Payment TAT Automated: 5-7 days, Manual Payment TAT 30 calendar days. Payment TAT up to 30 calendar days.
payment/ disputes 10 days. HP stock directly sourced directly from HP.
Payment methods can vary by Region/Country due
to Tax/controllership regulations.

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Financial Claims & CDM Terms and Conditions
Financial Claims Management (FCM) Data submission is aligned to the Channel Data Management (CDM) 60-days window to
generate the Financial Claims transaction ID, backend Deal ID (OPG number 8 numeric characters) and claim amount
information must be present on the original submission or can be added at a later stage through the resubmission process.
• From a timing perspective, data can be submitted or resubmitted anytime during the Channel Data Management (CDM)
window.
• There is outside the CDM window a resubmission exception granted only for FCM purposes, where data can be enriched
for up to 60 days after the sales out date, with No updates allowed to the following fields:
✓ a)Transaction Date
✓ b) Sold to ID
✓ c) SKU
✓ d) Quantity
✓ e) Sold From location ID
✓ f) Channel partner to customer #invoice
✓ g) Intercompany Flag

Note: Further details information about validation, review CDM Process.

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 Financial Claims & CDM Terms and Conditions
RE SUBMISSION
ORIGINAL CDM window Days elapsed from
Sell out Date (60 Days
SUBMISSION Date (Q+5WD) =97 ship date to RE Result
Date allowed since ship
(1st Submission) days (example) SUBMISSION date
date)
Nov/01/2021 Jan/31/2022 Feb/15/2022 Feb/07/2022 106 1st SUBMISSION allowed.

CDM-FC RE SUBMISSION rejected (outside CDM, more than 60 days after

91 days FC 106 days FC Exceed 60 days of FC sellout).
Nov/01/2021 Jan/15/2022 Feb/01/2022 Feb/07/2022 92 1st SUBMISSION allowed.
CDM RE SUBMISSION allowed (within CDM window).

75 days FC 92 days FC Exceed 60 days of FC FC RE SUBMISSION rejected (more than 60days after sell out date)
Jan/01/2022 Jan/15/2022 Feb/28/2022 Feb/07/2022 58 1st SUBMISSION allowed.

FC RESUBMISSION allowed under restricted conditions to enrich data

14 days FC 58 days FC FC Data enrich (outside CDM window, within 60 days from FC based on sellout date).

Jan/01/2022 Feb/15/2022 Feb/28/2022 Feb/07/2022 58 1st SUBMISSION CDM not allowed (outside CDM window).

Was not accepted in CDM / Inside FC window but FC-CDM RE SUBMISSION not allowed (no original transaction to
45 days FC 58 days FC outside CDM window resubmit).

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Financial Claims & CDM Terms and Conditions

Disputes after
Original 1st Resubmission Disputes as result
Payment done
Submission within within 60 calendar of rejections within
within 30 calendar
Q+5WD from days from sell out 60 calendar days
days from the
sellout date date from sell-out date
Payment date

CDM - Data Manager tool FCM - Incentives Viewer tool

• HP may deny transactions if it they don’t meet submission • Disputes must be submitted:
requirements.

• All data corrections must be submitted via Data Manager within the ✓ 60 calendar days from sell out date in Data Manager.
CDM window or enrichment data if outside the CDM window, within 60
calendar days of the sales out date. ✓ 30 calendar days after payment of rejection date via Incentives
Viewer.
• Re-submissions must comply with the CDM requirements in order to be
considered.

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Financial Claims Deep Dive Training

Complete slide deck link FCM Partner Training

69 HP & Poly Confidential

 Canada Price Protection
Applicable to Resellers Sourcing from HP
70 HP & Poly Confidential
Price Protection Capability Why it’s used - benefits

Applicable to Canada Resellers • The Price Protection program provides to the HP authorized Resellers the
means to facilitate activities such as configuration and roll-out management.
When HP announces a price decrease.

• Product eligible for price protection must be on Resellers inventory prior to

the price decrease day or in-transit period to the Reseller warehouse.

How the process is used in HP

• HP announces price decrease and communicates officially in the HP Partner
Portal.

• Claim should be submitted within 30 calendar days after the price drop date
along with back up documentation and HP validates claim.

Integrations and interlocks with other tools

• HP Pricing tools.
• HP IPP (Inventory Price Prtotection) tool.
• OSS.
• Data Manager

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 CA Price Protection – Adopt & Go
Applicable to Resellers Sourcing from HP

Poly Method HP Method Benefits & Actions

A claim must be submitted within 10 days of the Distributor submits claim within 30 calendar days Partner submits claim within 30 calendar days
effective date of the price adjustment. after the price drop date after the price drop date

Price protection will apply for products shipped by Inventory coverage is up to s 10 calendar days. Inventory coverage is up to s 10 days. HP
Poly 90 days before the price adjustment. Distributor has 30 calendar days to dispute Distributor has 30 calendar days to dispute
payment or denial. payment or denial.

72 HP & Poly Confidential

 CA Price Protection
HP Passthrough / Reseller Claim Process

1 2 3 4 5

HP Price Claim Claim Approve or Pass Through

Decrease Submission Validation Deny Credit

• HP communicates • Reseller submit • PP analysts • Claim is • Distributor must

price decrease to s claims and verifies processed in now pass the
partner via backup to resellers are IPP and credit is credit to the
Purchase Price Distributor. authorized to issued. Reseller.
Updates . • Distributor resell HP • Ineligible claims • There are 30
Disty communicat submits claim products and lines/qtys are calendar days to
es prices changes and backup validate backup denied. dispute the
to Resellers. from Reseller to information. payment or
• Distributor has 30 HP. denial.
calendar days to
submit claim to
HP

*The Product and Pricing Communications team manages the Purchase Price Updates in the HP Partner Portal.

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 CA Price Protection – Price Decrease vs Increase
Inventory on hand and in transit items only. If a price change decreases the Net Price, Distributor may be allowed to have its
eligible on-hand inventory protected at the lower price. Price changes resulting from currency fluctuations are NOT eligible for
price protection. The claim should be made for

Legacy Poly Post Wave Date

Price Increase Price Increase
Minimum 30 days notice Minimum 15 days notice

Price Decrease Price Decrease

Inventory Coverage: Inventory Coverage:
up to 90 days prior up to 10 days prior

1. A claim must be submitted within 5 days of the effective date of the price 1. A claim must be submitted within 30 days of the effective date of the
adjustment. price adjustment.
2. Price protection will apply for products shipped by Poly 90 days before the price 2. A Purchase Agreement Discount change does not qualify for price
adjustment. protection.
3. Product shipped by Supplier to Partner > 90 days before the effective date of the 3. More information regarding Price Protection can be accessed by
price decrease is not eligible for price protection. logging in to HP Partner Portal >> Home >> Products >> Pricing Tools
4. OM will revert with queries or confirmation of claim status within 5 working days. >> Inventory Price Protection.

75 HP & Poly Confidential

CA Price Protection – Terminology & Terms and Conditions

Claim Type:
• Pass-thru price protection: Claims are paid to the Distributor Partner to pass through to the
Reseller.
Price Protection Eligibility:
• Products that are not eligible for price protection are Drop shipments, CTO, Refurbished,
Bundles, Spare Parts, allocated inventory, and damaged. Error on invoicing or variance without
repricing are not eligible and should be requested correction with Supply Chain and Collections.
Look Back Window:
• HP may cover inventory of Products purchased to Authorized Ditsy within 10 calendar days
from the price decrease date.
• Inventory In-transit between an HP Distributor and Reseller’s authorized sales location as of
the close of business the day before the effective date of the price reduction, up to a maximum
of 3 business days.
Claim submission and resubmission (Dispute window)
• 30 calendar days from the price decrease date.

*For the complete and applicable terms and conditions refer to HP CANADA PASS-THRU PRICE PROTECTION
POLICY.

76 HP & Poly Confidential

CA Price Protection - Calculation Logic

Price Drop Date: May 1st 2023

Previous NDP New NDP

Before Price Dropped After Price Dropped

NDP Date: April 30th 2023 NDP Date: May 1st 2023
List Price = $509.00 List Price = $498.00
Purchase Agreement Discount % = 8% Purchase Agreement Discount % = 6%
Purchase Agreement Amount = $40.72 Purchase Agreement Amount = $29.88
Previous NDP = $468. 28 New NDP = $468. 12

Previous NDP $468.28 – New NDP $468.12 = $0.16

Price protection per Unit = $0.16

* Example reflects list price drop and purchase agreement (PA) discount change.
77 HP & Poly Confidential
CA Price Protection – Resources
To generate an FCM Transaction, What do we need to
ensure to report?
1. Sales Rep name.
2. Deal, Serial, SKU, and # claimed units.
3. End User phone#.

Partner Support & POCs:

✓ Poly Product should follow Poly process.
✓ HP Product should follow HP process:
✓ T1 Point of contact: [email protected]

78
78 HP&&Poly
HP Poly Confidential
Confidential
 OSS Order Status Suite
Applicable to Resellers Sourcing from HP
79 HP & Poly Confidential
 OSS – Adopt & Go
Applicable to Reseller Sourcing from HP

Poly Method HP Method Benefits & Actions

Dispute Tracking & Updates available in OSS
Non-existing process or tool at Poly OSS will be used for any Order Status Inquiry.
Partner interface. Easy to track KPIs.

Partners, Resellers and HP stakeholders can

Reporting: Backlogs, order status and block • OSS to be used for fallouts and BTM (Backlog
easily track order status and call to action as
monitored in Oracle. Partner reports for order to Management).
needed.
traceability originated from Oracle.
HP stock sourced directly from HP.

80 HP & Poly Confidential

 Order Status Suite Why it’s used - benefits

Overview •
•
Access to order status in one tool across HP.
Orders are displayed from the time they are validated to final delivery.
• You can quickly access your orders to retrieve order status.
• For questions, support or access, contact your Order Management team.

How the process is used in HP

• OSS is used for general status inquiries and BMT.
• HP Resellers and HP stakeholders can easily track order status and call
to action..
• OSS offers Reporting Managing and scheduling.

Integration tools
• S4, Eclipse, Pricing, Contracts, Exhibit.

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 OSS – Order Status Suite

• OSS is full Access to Order status

What is OSS? based on the information contained in
HP’s order management systems.

Who uses OSS? • HP Employees, Partners & Resellers

Why is OSS • Orders are displayed from the time they

are validated to final delivery.
important to the • You can quickly access your orders to
users? retrieve order status

82 HP & Poly Confidential

 How to Access OSS

Log in Path in 3 steps: HP Partner Portal > My Workspace > Orders > Order Status >Go
83 HP & Poly Confidential
 Search Functionality

Customer product Search range: PO date, received date, ship date

OPG number HP Product asset

Quote number Order status (English)

These are some of the available fields:
Customer PO Web order number

Shipment number HP order

Invoice number Tracking number

84 HP & Poly Confidential

 Advanced Search

Serial number Customer product

Asset tag HP product asset

These are some of the available advanced fields:
Customer product OPG number

HP Product asset Order status (English)

Search range, PO date, received date, ship date Web order number

85 HP & Poly Confidential

 Search Result
1 2

1. Orders status bar, showing the status and progress

2. The icons will display credit, shipping, or invoice information

3. Address, Comments, and price tabs for more data

4. Number of items in the order and status of each of those

5. Compatibility to open and download this view

86 HP & Poly Confidential

 Dashboard View - Landing Page

87 HP & Poly Confidential

 OSS Reporting
1

OSS also offers the reporting

capacity.

1. Select the Report tab

2
2. Order Status reporting

3. Usar can create a new report by

selecting the criteria or review and
existing subscription.
3

88 HP & Poly Confidential

 OSS Training and Demo Videos

• How to access OSS

• Quick Search • Ticket Creation Process
• Advance Search

• Order Status Viewer

• External UI Video

• Advance OSS Reporting

• ADB Reporting

89 HP & Poly Confidential

 NA e-Claims
Applicable to Resellers Sourcing from HP
90 HP & Poly Confidential
E-Claims - Adopt & Go

Poly Method HP Method Benefits & Actions

Poly currently accepts WW an allocation of 5% of the E2E Physical return handling management One tool claim Processing.
goodwill returns of certain distributors based on a & Automated RMA creation.
contractual agreement.

Returned products must be pristine, but it also Claiming with reference to the original invoice for a Improved User experience.
allows opening 20% of the 5% box. better reconciliation process.

Highly integrated and automated claim processing.

Poly is looking to continue this model on Day 2. Partner Self-service for claim submission and easily Better claim submission and tracking & updates are
track and trace. available in the Partner Portal interface.

91 HP & Poly Confidential

 e-Claims Overview Why is it used? -Proceeds
Self-service for claims submission and request tracking and
tracing

How is the process used at HP?

Return Request (RMA) is submitted first in the HP e-Claim
portal E-Claim is the self-service tool for entering claims and
tracking requests

92 HP & Poly Confidential

 Let’s walk together through PecWW!

To submit a claim please click on 1

Start a claim

93 HP & Poly Confidential

 Submit a Claim

2 You are prompted to search by HP Order no, Invoice, PO or serial number,

enter your reference and click continue.

You are prompted to select your 3

invoice, click on the hyperlink.

94 HP & Poly Confidential

 Submit a Claim
4 Select your Partner legal name and claim type from the dropdown.

5 Select DMG, click and continue. You are directed to the DMG claim submit
screen

• Select sub-claim type from the dropdown

• If the partner has his own reference, please include in Customer’s
own reference field.

95 HP & Poly Confidential

 Submit a Claim

6 Select Part Number, enter the claim QTY and

problem description.

• For all requests, please make sure you input a Notification email to
receive the claim ID
• To add multiple emails please use semicolon (;) without spaces
between emails

96 HP & Poly Confidential

 End User Claims

1
1. For all Claims where the units are at an end-user location such
as Damaged goods, DOA, or Wrong Product, and will ship direct to
HP. Please fill out Contact Details with end-user details so we can
send labels with the end-user location.

2. All fields with an * are mandatory.

Use 5 numbers for zipcode

Use 2 letters for State

97 HP & Poly Confidential

 Submit a Claim

7. To add photos click the browse button to add comment

7
and reference, last click add to upload.

8 8. Click Submit to obtain your e-Claim ID number

You are presented with your DMG case number.

This is your e-Claim ID HP will validate your

claim and it will be subject to HP approval.
Once claim gets approved you will receive
an e-mail pre advise, this is HP´s
acknowledgment of accepting your claim

98 HP & Poly Confidential

 Submit a Claim
The pre-advise alert is your authorization to continue with your return. The New Reverse
Order/eClaim id is your RMA

99 HP & Poly Confidential

 IRL Product Return Request

1. Please fill out below pick-up request form

2. Include all the eClaim ids you are requesting a pick for
3. Send the form to: [email protected]

Partials: picked up same day or the next Business day at the latest
LTL: picked up same day or the next Business day at the latest
TL: Labels are sent the same day and is the partner’s responsibility to schedule the pickup.

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 Search an Eclaim

1
2
1. Acess to Eclaims 2. Input your
claim ID in the ID
field and click
continue

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 Warning messages

Age e-Claims will validate if item is current;

if obsolete you will receive below message

Duplicity

CTO Warning

Cap Exceed (Commercial)

Invalid Product

Obsolete

102 HP & Poly Confidential

 eClaims - Resources

You can find more information on

Help / FAQ option on e-Claims
page.

103 HP & Poly Confidential

Q&A
105 HP & Poly Confidential
 Thank You

106 HP & Poly Confidential

 Appendix
107 HP & Poly Confidential
Glossary & Acronyms | HPPV Email Subscriptions
Acronym Meaning
Products with a list price or purchase price increase are found under this tab or change type in column A. An increase in list price will increase the purchase price or a decrease in the
Price Increase
contractual discount percentage will increase the purchase price.
Products with a list price or purchase price decrease are found under this tab or change type in column A. A decrease in list price will decrease the e purchase price or an increase in the
Price Decrease
contractual discount percentage will decrease purchase price.
Blind (1stTier only) Products status used prior to 'new active part' to allow communication to 1st tier partners before GA (General Availability) PLC status –communicated on the effective date.
Products that are newly introduced as 'live' products with a PLC status of GA (general availability) -communicated on the effective date.
New Active Part

Discontinued Newly obsolete products showing an ES (end of sales) PLC Status -communicated on the effective date.
Cancelled Products Products removed from a partner contract before the product moves to an ES (End of Sales) PLC status.

Miscellaneous Communication for changes in specific product-related data elements such as descriptions, weight, UPC, and warranty code, not pricing-related changes.

108 HP & Poly Confidential

Glossary & Acronyms | HPPV
Acronym Meaning
CDM Channel data manager.
ANSI American National Standards Institute.
AOM Account Operations Manager.
API Application Programming Interface.
AS2 Applicability Statement 2) is a http-based protocol to transmit messages (especially EDI messages).
B2B Business-to-business (B2B) is a business model that focuses on selling products and services to other companies.
Business-to-business (B2B) is a transaction or business conducted between one business and another, such as a wholesaler and retailer. B2B transactions tend to happen in the supply chain,
B2B
where one company will purchase raw materials from another to be used in the manufacturing process.
BU Business Unit.
C&C Credit and collections.
CDS Channel Data Support from CDM Team and Sales Operations.
CSV Comma-separated values file is a text file that has a specific format which allows data to be saved in a table structured format.
E2E End to End: End to End describes a process that takes a method or service from its beginning to its end and delivers a complete functional solution.
E2Open E2Open is a software platform. It offers services that use automated, real-time data from customers, suppliers and distribution channels to manage data from different process.
EDI Electronic data interchange.

109 HP & Poly Confidential

Glossary & Acronyms | HPPV
Acronym Meaning
Is an international standard for electronic data interchange (EDI) which provides e EDIFACT standard provides: a set of syntax rules to structure data, an interactive exchange protocol (I-EDI),
EDIFACT
standard messages which allow multi-country and multi-industry exchange.
ERP Enterprise resource planning.
FC Financial Claims, it is the domain responsible to process T1 Promotions.
FCM Financial Claim Management: Financial Claim Management is WW Report for all AMS / APJ / EMEA Regions which are published on Daily / Weekly / Bi-Weekly & Monthly Reports.
FFR File Feedback Report.
FLR File Level Resubmission.
HPPP HP Partner Portal.
MDF Marketing developing funds.
MTP Move to production.
Partner Business Manager, belongs to Channel Commercial Sales for Transactional or contractual. Owns the strategic partnership with HP commercial resellers (transactional PBM)/ solutions-
focused commercial resellers (contractual PBM). Primarily drives growth of HP’s commercial transactional business in local markets (transactional PBM) / revenue and share of wallet growth
PBM
through contractual opportunities (contractual PBM). Leads joint business planning and demand generation activities. Accountable for funnel hygiene and pipeline accuracy. Collaborates with
partner on data sharing to facilitate customer experience insights and joint HP-partner GTM activities.
PXE Partner Experience.
Retail Account Manager, is the Retail Sales Rep from Channel Sales Team. Owns the strategic partnership with HP retailers. Primarily drives growth of HP’s consumer business in local markets.
RAM Ensures retailer inventory levels are within acceptable range. Facilitates trade marketing activities between HP and its retailers. Leads joint business planning and demand generation activities.
Accountable for funnel hygiene and pipeline accuracy
SKU Stock Keeping Unit: Stock-Keeping Unit (HP classic uses SKU to refer to a model number)
TLR Transaction level resubmission.
WD Workday: HP HR System.

110 HP & Poly Confidential

Glossary & Acronyms | pComm
Acronym Meaning
Big deal net price: This is the net price that HP offers to the customer based on an approved end-user deal. BDNet = List - Purchase Agreement discount – the additional
BD Net Price
discount
Bid desk Deal approval team
CSP Customer Sales Performance (PowerBI): the PowerBI report with multiple subsections, allowing reporting for multiple areas linked to Direct business
Customer & Sales Support Manager: Role within Sales Ops which oversees portal creation for Direct Business, and in some regions / markets covers product, pricing &
CSSM
address setup activities
Deal Analysis Response Tool: DART is a web-based system that enables profitability analysis of deals for special pricing decisions worldwide, across countries and
Dart
businesses, supporting different business models and metrics. DART provides revenue, cost and margin information down to a SKU level.
This is a sales agreement event with a limited validity time frame. Also refer to a sales opportunity may yield a formal agreement, a deal to be referenced for ensuing
Deal (OPG)
quotations and sales orders. ECLIPSE is the current System of Record (SOR) for Deal setup and deal approvals.
DEMO HP program to support HP Demo Product
Disc % Discount Percentage
Discount Channel targeted deal with no specific end-user customer deal; products used for resale (covering all consumer special pricing)

pComm It is a WW tool that provides a single communication platform for local, regional, and global special prices. It can be accessed through the HP Partner Portal. A multi-user
website from HP’s big deals database to navigate based on the user type by the partner’s Location ID.
End User Customer End User Customer is the final client where the products ends up. Products are typically bought for own usage not to be re-sold
End user special negotiated discount Also known as Big Deal Specific end-user customer deal, applied only for products used for the end-user customers’ own internal purposes and not for resale
EOL End Of Life
ERP Enterprise Resource Planning
FDA Fixed Discount Amount
FE EUV Front-End End User Verification
HPFS HP Financial Services
ICE Integrated Compensation Environment: HP Sales Rep Compensation Application
LP List Price

111 HP & Poly Confidential

Glossary & Acronyms | pComm
Acronym Meaning
Miscellaneous Charge (MC) codes are used to align discounts or prices adjustments and incentive or reimbursement payments to the correct financial accounts.MC codes are
MC Code
assigned to worldwide standard accounts within each Business Unit’s accounting administration.
MDF Marketing Development Found (HP program)
MyPrs Pricing Reference Service (tool)
NDP Net Dealer Price: LSP Distributor’s stocking buy price. Calculated as List price – Distribution Contract discount
Net Price Net Price: Is the net price that HP offers to the customer base on deal discount type and program
NPI New Product Introduction
OME Original Equipment manufacturer
Order Processing Guideline: document issued by HP detailing a specific end-user customer deal, promotion or special negotiated discount for which HPgrants Special Pricing. OPG is
OPG
the contractual document that legally engages HP on a price, a list of products, a quantity, a limitation in time, a known final customer and one or more identified partners.

Order Status Suite: SANDY(For all the internal users): HP Internal application that gives HP order management, sales, and support teams access to order status, shipment, delivery and
OSS
reporting capabilities. Order Status & Reporting Tool)
CCP: A Commercial Channel Partner stocks HP inventory to supply direct to customers and second tier partners or is just a distributor or logistic channel partner to other second tier
Partner
partners or smaller retailers. Retailer: A Retailer purchase direct from HP and sell direct to End Customer, that visit their store.
PFP Price for Value
Promo & Non-Standard Alias Non-Big Deal
Quote Proposal or tender that constitute a legally binding offer to sell HP products and services at terms defined in the offer. The standard quotation validity period is of 30 days.
Rebate Rebate: Amount paid by HP to LSP upon receipt of Sell-Out data. Calculated as NDP – HP’s Discounted price
S4 SAP4HANA: Main SAP for HP transactions (ERP)
SGA Sales Goal Attainment
When an end-user customer, original equipment manufacturer (OEM) account, ODP or channel partner has a special requirement for a specific product or group of products/services,
Special Pricing
HP may approve incremental discounts in excess of purchase agreement (contractual) discounts or other pre-defined discounts.
SSC Sales Contact Center
Std % Standard Discount (aligned with contractual discount for HP Products whiting their contracts)
Std Net Standard Net: Is prices after the standard Discount is applied also know as NDP

112 HP & Poly Confidential

Glossary & Acronyms | CDM
Acronym Meaning
CDM Channel data manager.
ANSI American National Standards Institute.
AOM Account Operations Manager.
API Application Programming Interface.
AS2 Applicability Statement 2) is a http-based protocol to transmit messages (especially EDI messages).
B2B Business-to-business (B2B) is a business model that focuses on selling products and services to other companies.
Business-to-business (B2B) is a transaction or business conducted between one business and another, such as a wholesaler and retailer. B2B transactions tend to happen in the supply chain,
B2B
where one company will purchase raw materials from another to be used in the manufacturing process.
BU Business Unit.
C&C Credit and collections.
CDS Channel Data Support from CDM Team and Sales Operations.
CSV Comma-separated values file is a text file that has a specific format which allows data to be saved in a table structured format.
E2E End to End: End to End describes a process that takes a method or service from its beginning to its end and delivers a complete functional solution.
E2Open E2Open is a software platform. It offers services that use automated, real-time data from customers, suppliers and distribution channels to manage data from different process.
EDI Electronic data interchange

113 HP & Poly Confidential

Glossary & Acronyms | CDM
Acronym Meaning
Is an international standard for electronic data interchange (EDI) which provides e EDIFACT standard provides: a set of syntax rules to structure data, an interactive exchange protocol (I-EDI),
EDIFACT
standard messages which allow multi-country and multi-industry exchange.
ERP Enterprise resource planning.
FC Financial Claims, it is domain responsible to process T1 Promotions.
FCM Financial Claim Management: Financial Claim Management is WW Report for all AMS / APJ / EMEA Regions which are published on Daily / Weekly / Bi-Weekly & Monthly Reports.
FFR File Feedback Report.
FLR File Level Resubmission.
HPPP HP Partner Portal.
MDF Marketing developing funds.
MTP Move to production.
Partner Business Manager, belongs to Channel Commercial Sales for Transactional or contractual. Owns the strategic partnership with HP commercial resellers (transactional PBM)/ solutions-
focused commercial resellers (contractual PBM). Primarily drives growth of HP’s commercial transactional business in local markets (transactional PBM) / revenue and share of wallet growth
PBM
through contractual opportunities (contractual PBM). Leads joint business planning and demand generation activities. Accountable for funnel hygiene and pipeline accuracy. Collaborates with
partner on data sharing to facilitate customer experience insights and joint HP-partner GTM activities.
PXE Partner Experience.
Retail Account Manager, is the Retail Sales Rep from Channel Sales Team. Owns the strategic partnership with HP retailers. Primarily drives growth of HP’s consumer business in local markets.
RAM Ensures retailer inventory levels are within acceptable range. Facilitates trade marketing activities between HP and its retailers. Leads joint business planning and demand generation activities.
Accountable for funnel hygiene and pipeline accuracy
SKU Stock Keeping Unit: Stock-Keeping Unit (HP classic uses SKU to refer to a model number).
TLR Transaction level resubmission.

WD Workday: HP HR System.

114 HP & Poly Confidential

Glossary & Acronyms | FCM
Acronym Meaning
ANSI American National Standards Institute.
AOM Account Operations Manager.
API Application Programming Interface
AS2 Applicability Statement 2) is a HTTP-based protocol to transmit messages (especially EDI messages).
B2B Business-to-business (B2B) is a business model that focuses on selling products and services to other companies.
Business-to-business (B2B) is a transaction or business conducted between one business and another, such as a wholesaler and retailer. B2B transactions tend to happen in the supply
B2B
chain, where one company will purchase raw materials from another to be used in the manufacturing process.
BU Business Unit.
C&C Credit and collections.
CDM Channel Data Manager/Channel Data Management.
CDS Channel Data Support from CDM Team and Sales Operations.
CSV Comma-separated values file is a text file that has a specific format which allows data to be saved in a table structured format.
E2Analytics: E2Analytics is E2Open’s (E2O’s) reporting capability that helps you summarize millions of records with interactive dashboards and create and distribute custom reports on
E2A
customer-specific business metrics from underlying multi-enterprise business processes.
E2E End to End: End to End describes a process that takes a method or service from its beginning to its end and delivers a complete functional solution.
E2Open E2Open is a software platform. It offers services that use automated, real-time data from customers, suppliers, and distribution channels to manage data from different processes.
EDI Electronic data interchange.
ERP Enterprise resource planning.
FC Financial Claims, it is domain responsible to process T1 Promotions.
FCM Financial Claim Management: Financial Claim Management is WW Report for all AMS / APJ / EMEA Regions which are published on Daily / Weekly / Bi-Weekly & Monthly Reports.

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Glossary & Acronyms | FCM
Acronym Meaning
FFR File Feedback Report
FLR File Level Resubmission
HPPP HP Partner Portal
ICV Incentives Viewer: Tool used for Financial Claims and Partner Compensation program validation and computation.
MDF Marketing developing funds
MTP Move to production

Partner Business Manager, belongs to Channel Commercial Sales for Transactional or contractual. Owns the strategic partnership with HP commercial resellers (transactional PBM)/
solutions-focused commercial resellers (contractual PBM). Primarily drives growth of HP’s commercial transactional business in local markets (transactional PBM) / revenue and share of
PBM
wallet growth through contractual opportunities (contractual PBM). Leads joint business planning and demand generation activities. Accountable for funnel hygiene and pipeline accuracy.
Collaborates with partner on data sharing to facilitate customer experience insights and joint HP-partner GTM activities.

PC Partner Compensation, it is a domain responsible to process MDF payments and Payment facilitation of campaigns, Amplify, SGA
PXE Partner Experience
Retail Account Manager, is the Retail Sales Rep from Channel Sales Team. Owns the strategic partnership with HP retailers. Primarily drives growth of HP’s consumer business in local
RAM markets. Ensures retailer inventory levels are within acceptable range. Facilitates trade marketing activities between HP and its retailers. Leads joint business planning and demand
generation activities. Accountable for funnel hygiene and pipeline accuracy
SKU Stock Keeping Unit: Stock-Keeping Unit (HP classic uses SKU to refer to a model number)
TLR Transaction level resubmission
WD Workday: HP HR System
TAT Turned Around Time

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 Glossary | Price Protection
Acronym Meaning
BD Net Price Big deal net price: This is the net price that HP offers to the customer based on approved end-user deal. BDNet = List - Purchase Agreement discount - additional discount
Bundle Set of BTOs or set of products can be delivered one box or separate
BTO Build to Order meaning the standard portfolio SKUs set by category. It is a stand-alone product configured from the HP fabric (predefined).
Collections HP Teams that handle HP invoices and credits with partners.
CTO Configure to Order is a custom SKU configuration
This is a sales agreement event with a limited validity time frame. Also refer to a sales opportunity may yield a formal agreement, a deal to be referenced for ensuing quotations and sales orders. ECLIPSE is
Deal (OPG)
the current System of Record (SOR) for Deal setup and deal approvals.
Disc % Discount Percentage
Discount Channel targeted deal with no specific end-user customer deal; products used for resale (covering all consumer special pricing)
End User Customer End User Customer is the final client where the products ends up. Products are typically bought for own usage not to be re-sold
LBP Lock Back Period
List price HP Published Price
LP List Price
Miscellaneous Charge (MC) codes are used to align discounts or prices adjustments and incentive or reimbursement payments to the correct financial accounts.MC codes are assigned to worldwide standard
MC Code
accounts within each Business Unit’s accounting administration.
NDP Net Dealer Price: LSP Distributor’s stocking buy price. Calculated as List price – Distribution Contract discount
Net Price Net Price: Is the net price that HP offers to the customer base on deal discount type and program
NPI New Product Introduction
Order Status Suite: SANDY(For all the internal users): HP Internal application that gives HP order management, sales, and support teams access to order status, shipment, delivery and reporting capabilities. Order
OSS Status & Reporting Tool) Access is limited to external user's set-up on a portal): External customer-facing application that gives customers and partners access to order status, shipment, delivery, and reporting
capabilities
CCP: A Commercial Channel Partner stocks HP inventory to supply direct to customers and second tier partners or is just a distributor or logistic channel partner to other second tier partners or smaller retailers.
Partner
Retailer: A Retailer purchase direct from HP and sell direct to End Customer, that visit their store.
PP Price Protection
Proposal or tender that constitute a legally binding offer to sell HP products and services at terms defined in the offer. The standard quotation validity period is of 30 days. Different business relationships have
Quote
different purchasing decision making and sales cycles and allows for differentiated validity periods( more details in the Quotation Policy).
Refurbished Products that have been previously returned to a manufacturer or vendor for any reason and tagged as refurbished.
S4 SAP4HANA: Main SAP for HP transactions (ERP)
Std % Standard Discount (aligned with contractual discount for HP Products whiting their contracts)
Std Net Standard Net: Is prices after the standard Discount is applied also know as NDP
Supply Chain HP Team who manage e2e HP Partner Orders
T1 Tier 1 Partner
T2 Tier 2 Partner

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Glossary & Acronyms | OSS
Acronym Meaning
BMT Backlog Management Tool
Order Processing Guideline defines the contractual pricing agreement with the partner or customer granting special pricing for a given deal or promotional/incentive program (“Deal Won
OPG
Status Document”).
Order Status Suite: HP Internal application that gives HP order management, sales, and support teams access to order status, shipment, delivery, and reporting capabilities.

OSS Order Status & Reporting Tool) Access is limited to external users set up on a portal): External customer-facing application that gives customers and partners access to order status,
shipment, delivery, and reporting capabilities
Note: As compared to the internal view, it has a totally different layout and limited order information.
OSV Order status visibility.
PO Purchase Order.
PO DATE Purchase Order Date.

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Glossary & Acronyms | e-Claims
Acronym Meaning
BDG Business Distribuition Group (Consumer, Commecial Indirect, Direct or Source Sales)
CBN CustomerBaseNumber (Sold To ID)
DMG Damage Goods
DOA Dead on Arrival
Eclaims Is a platform that consists of PeC WW, eDIR and IRL tools. eClaims is the HP web solution for Claims and Returns.
MSG Missing Goods
PecWW HP web solution to give self service to returns and claims requests to partners.
RET Regular Return
RMA Return Material Authorization

WGP Wrong Product

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Glossary & Return Status Acronyms | e-Claims
Status Meaning
Unsubmitted / Draft Your case is saved as a draft and not yet sent to HP.
Submitted Your case has been received and is under review by HP.
Accepted, Approved Your case has been approved and is in the process of being collected.
Canceled His case has been canceled, e.g., see reason in History Messages: CANCELLED_BY_EXPERT_USER.
Rejected, Closed His case was not approved, see reason in History Messages: CHECK_REJECTED_ITEMS
Accepted, Closed Your case has been successfully concluded and the credit has been issued.

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