Avaya Software Investment Protection Policy Interim...

1

Avaya Software Investm

ent Protection Policy

Interim Pricing and Ordering

Process Guide

Novem

ber 8, 2010

Version 1.0

For Use by Avaya and Avaya Channel Partners

2

Table of Contents

Introduction ................................................................................................................................................................................................. 3

ASIPP Interim Process Overview – High-level Process ............................................................................................................................. 5

ASIPP Process Details ................................................................................................................................................................................ 6

Step 1- Partner or Avaya Associate......................................................................................................................................................... 6

Step 2 – TAM, CAM or NAM ................................................................................................................................................................ 7

Step 3 – Avaya Sales Factory .................................................................................................................................................................. 7

Step 4 – Partner or Avaya Associate ....................................................................................................................................................... 8

Step 5 – Partner ....................................................................................................................................................................................... 8

Step 6 - Distributor .................................................................................................................................................................................. 9

Step 7 – Avaya Order M

anagem

ent ........................................................................................................................................................ 9

Step 8 - Avaya (heritage Nortel) Database and Service Contract Team ................................................................................................. 9

Contacts: ...................................................................................................................................................................................................... 9

Addendum A – Sam

ple ASIPP Report ..................................................................................................................................................... 10

3

Introduction

Starting November 8, 2010 Avaya will m

ake available new offers to support Software Investm

ent Protection for upgrades from Heritage Nortel

licenses to Avaya Aura licenses. These offers are scheduled for implementation into ASD between February and M

ay, 2011. In the interim a

workaround process has been developed to support pricing and ordering for specific upgrades; including Core IP Telephony, Conferencing and

Self-service. This process uses a new ASIPP Tool that will be used by the Avaya Sales Factory to produce a report containing all the relevant

inform

ation needed to provide a price to the customer, process an order and m

ake Avaya database adjustm

ents downstream.

Upgrades will be covered under SRS contracts (if applicable as not all products are eligible). Transactional upgrades are also available if the

customer does not have SRS. See offers below:

Fro

m P

rod

uct

s T

o P

rod

uct

T

ran

sact

ion

al %

less

th

an N

ew o

r A

dd

itio

ns

licen

ses

Tra

nsa

ctio

nal

Pri

ce (

GP

L –

see

lo

cal p

rice

list

)

Core IP / SIP Telephony

CS

100

0 / M

erid

ian

– E

nhan

ced,

SL1

00, C

S 2

100

(non

-SIP

)

Ava

ya A

ura™

Sta

ndar

d E

ditio

n (t

radi

tiona

l or

MB

T)

80%

$4

2 / u

ser

CS

100

0 / M

erid

ian

– P

rem

ium

, CS

210

0 R

SE

13

SIP

, MC

S 5

100

– S

IP P

ort U

nit

Ava

ya A

ura™

Ent

erpr

ise

Edi

tion

(tra

ditio

nal

or M

BT

) 80

%

$58

/ use

r

Conferencing

MC

S 5

100

/ NM

C –

Aud

io /

Vid

eo C

onf.

Mee

ting

Exc

hang

e -

Ent

erpr

ise

80%

$1

38 /

port

M

CS

510

0 / N

MC

– A

udio

/ V

ideo

Con

f. A

vaya

Aur

a™ C

onfe

renc

ing

Sta

ndar

d E

ditio

n 80

%

$120

/ po

rt

MC

S 5

100

Web

Con

f. M

eetin

g E

xcha

nge

or A

vaya

Aur

a™

Con

fere

ncin

g S

tand

ard

Edi

tion

80%

$6

4 / p

ort

Self-service

MP

S 5

00 /

1000

, IC

P

Voi

ce P

orta

l 50

%

$500

/ po

rt

MP

S 5

00 /

1000

, IC

P w

ith s

peec

h V

oice

Por

tal S

peec

h P

acka

ge

50%

$3

00 /

port

M

PS

or

ICP

AS

R S

peec

h V

oice

Por

tal A

SR

Pro

xy

50%

$5

,000

/ ch

anne

l M

PS

or

ICP

TT

S S

peec

h V

oice

Por

tal T

TS

Pro

xy

50%

$5

,000

/ ch

anne

l Investm

ents in service contracts will also be covered under the ASIPP program. See the table below for an overview of Service contract

treatm

ents. T

he n

ew

Serv

ices t

rac

kin

g c

od

es r

efe

ren

ced

will b

e a

vail

ab

le J

an

uary

10

th. T

he

se t

rackin

g c

od

es c

an

on

ly b

e u

sed

if

the

cu

sto

mer

is o

rderi

ng

a “

like-f

or-

like” s

erv

ice

co

ntr

act,

an

d f

or

an

eq

ual

nu

mb

er

of

lic

en

se

s. P

AS

S / E

xp

res

s w

ill b

e e

nti

tled

to

use S

S

trackin

g c

od

es.

PA

SS

Plu

s / E

xp

ress P

lus w

ill b

e e

nti

tled

to

use S

SU

tra

ckin

g c

od

es.

4

Scenario

Treatment for Avaya Aura

service contract

Treatment for

heritage Nortel

service contract

Example

Customers is migrating a

sub-set of licenses from

a CS 1000 to Avaya

Aura Standard or

Enterprise Edition

•

Order SS(U) for Avaya Aura

licenses using no charge

tracking codes

•

Co-term

inate with the

customer’s PASS(+)/Express

(+) contract

•

At expiration, re-cast under

then current Avaya Aura

service contract pricing

•

Complete current

contract

•

At expiration, re-

cast contract for

remaining licenses

Customer is m

oving 100 licenses. The customers PASS(+) contract is scheduled to

term

inate June 30, 2011:

--The SS(U) contract associated with the 100 licenses being m

oved to Avaya Aura would be

issued using no charge tracking codes and term

inate on June 30, 2011

--On July 1, 2011 the customer’s support contracts for the remaining CS 1000 licenses and

100 Avaya Aura licenses would be re-cast using standard support offers applicable to each

type of license at that time.

Customer is replacing an

entire heritage Nortel

system with Avaya Aura

•



tracking codes

•

Co-term

inate with the

customer’s PASS(+)/Express

(+) contract

•




•

Complete current

contract

•

At expiration, let

contract expire

Customer is decommissioning their CS 1000 with 1,000 licenses and m

oving them to Avaya

Aura licenses. Their existing PASS(+) contract expires on March 31, 2011:

--The SS(U) contract associated with the 1,000 licenses being moved to Avaya Aura would

be issued using no charge tracking codes and term

inate on March 31, 2011

--On April 1, 2011 the customer’s PASS(+) contract would expire and a new SS(U) contract

would be issued at standard price for the 1,000 Avaya Aura licenses.

Customer is replacing

multiple entire heritage

Nortel systems with an

Avaya Aura system at

one time

•



tracking codes

•

Co-term

inate with the latest

PASS(+)/Express (+)

expiration date of the m

ultiple

sites that are m

igrating.

•




•

Change expiration

date for all sites

migrating to the

latest expiration

date.

•

At expiration, let

contracts expire

Customer is consolidating (3) 500 license CS 1000’s into a single Avaya Aura system: one

service contract expires on February 28, one on June 30 and one on October 31.

--Issue the SS(U) contract associated with the 1,500 licenses being m

oved to Avaya Aura

using no charge tracking codes and term

inate on October 31

--Issue order to change the expiration dates on the other (2) CS 1000 sites to October 31.

-On November 1 the service contracts for the (3) CS 1000 sites will expire and a new SS(U)

contract would be issued at standard price for the 1,500 Avaya Aura licenses.

5

Other details on the Avaya Software Investm

ent Protection Policy can be found in the Offer Definition on the Avaya Software Investm

ent

Protection sitet <http://portal.avaya.com/ptlWeb/gs/so/CS2010106133013664048 >

ASIPP Interim Process Overview – High-level Process

• Step 1 - Partner or Avaya Associate

-Pulls Customer record and service contract from KRS or OrderPro (if CS1000 or Meridian 1)

-Runs ASD configuration for new system or license additions

-Completes ASIPP Pricing Request Form

-Sends KRS / OrderPro document, SRS contract, ASIPP Pricing Request Form

and ASD Smasher file to TAM/CAM/NAM

• Step 2 – TAM/CAM/NAM

-Enters or updates opportunity in SFDC with campaign code “UC ASIPP Global FY11 ASIPP Pricing Tool”

-Issues SSR to route request to the Sales Factory

• Step 3 – Avaya Sales Factory

-Runs ASIPP Tool

-Sends report back to Partner and TAM/CAM/NAM

• Step 4 – Partner or Avaya Associate

-Makes adjustm

ents to SAP quote as per the ASIPP report

• Step 5 – Partner

-Places order with new ASIPP product and services m

aterials

-Places order(s) to adjust heritage Nortel service contract expiration dates if multi-site consolidation with varying expiration dates

-Sends ASIPP report with PO’s to Distributor for processing

• Step 6 – Distributor

-Issues PO to Avaya with adjusted time for support as per ASIPP report

-Places orders for any heritage Nortel contract term

ination date changes

-Posts ASIPP report in Special Bids repository or sends with PO

• Step 7 - Avaya Order Management

-Places order as received

• Step 8 – Avaya (heritage Nortel) Database & Service Contract Team

-Make database adjustm

ents based on m

onthly PLDS reports & ASIPP reports

6

ASIPP Process Details

Ste

p 1

- P

art

ner

or

Avaya A

sso

cia

te

A.

For

Meri

dia

n 1

and

CS

10

00 lic

ense m

igra

tio

n r

eq

uests

- pulls Customer record and service contract from KRS or OrderPro

KRS File Download and File Format:

- K

RS

data

is t

he p

refe

rred

meth

od used to identify software and applications for Release 3 or later systems. Files are available

for download on the KRS website at http://www.nortel.com/support/tools/krs/.

� Please note, the ASIPP Tool does not support a “Copy and Paste” action from KRS

- Once logged into the KRS website, enter the Site ID and select “DOWNLOAD ENVELOPE.”

� If this is being done by a channel partner whom is not the “Partner on Record” in KRS, an Avaya SE will need to

conduct this portion of the data collection

- All KRS files m

ust be in the form

at of “KRS_<Name of File>.DOC”.

� Example - KRS_Dallas.doc.

OrderPro Download and File Format:

- OrderPro can be utilized on pre or post release 3.0 systems (3.0 and later systems only require KRS for the ASIPP Tool, although

OrderPro can assist with existing hardware and software utilization discovery). The OrderPro Report Summary report is used for

import into the ASIPP Tool. When importing a REPSUM file, that file needs to be in the form

at of REPSUM_<Name of File>.RTF.

� Example - REPSUM_Dallas.rtf.

- To save a REPSUM file, OrderPro Software is required and available at: https://app12.nortelnetworks.com/cgi-

bin/partnerPage.cgi?curO

id=12460&filename=/communications/publications/orderpro/index.htm

l

SRS, PASS Plus SRS or Express Plus SRS Download and File Format

- It is important to identify if existing systems are equipped with SRS contracts as they m

ay be leveraged in the

migration/Consolidation process. SRS (or PASS Plus or Express Plus) can be viewed in the KRS system by clicking the SRS

button located beside the Download Envelope button from the KRS website at http://www.nortel.com/support/tools/krs/

- Only the partner who holds the contract can download the file and leverage the contract in the transaction

B. Runs ASD configuration for new system or license additions

o

Run quote as per the entitlements articulated in the introduction. This is very important or the request will be denied

o

If the customer is entitled to Avaya Aura Standard Edition but wants to go to Enterprise Edition, run the quote for Standard Edition and

the Design Center will add the SE to EE uplift via the ASIPP tool. If there is an existing Avaya Aura system the licenses are being

migrated to, it m

ust be at Enterprise Edition in order to use the SE to EE uplift for the m

igrated to licenses.

7

Also see the ASIPP Offer Definition Addendum A on the Avaya Software Investm

ent Protection Policy site for PLDS instructions when

both Avaya Aura Standard Edition and Standard Edition to Enterprise Edition Uplift codes are on the same order

o

Include Core IPT, Conferencing and Self-service elements in single configuration file if possible and applicable

o

Partner must show proof of SRS type contract (see section A above) to receive SRS entitlements

o

You cannot use the Avaya Upgrade Nortel Technology Refresh Promotions with ASIPP

C. Completes ASIPP Pricing Request Form

o Additional inform

ation will be needed for some upgrades and to support back-end database and contract adjustm

ents. The ASIPP

Pricing Request form

will need to be completed for all requests.

o The ASIPP Pricing Request Form

can be found on the Avaya Software Investm

ent Protection Policy site. It contains a general

inform

ation section as well as sections for Core IP /SIP Telephony, Conferencing and Self-service license m

igration inform

ation. The

form

also supports consolidations to Avaya Aura from m

ultiple sites.

D. Sends email to TAM, CAM or NAM requesting ASIPP pricing support. Attaches KRS / OrderPro document (if Meridian 1 or CS 1000), SRS

contract proof (if applicable), ASIPP Pricing Request Form

and ASD Smasher file. O

nly

sen

d th

e S

masher

file

(s)

that h

ave C

ore

IP

/ S

IP

Tele

pho

ny, C

on

fere

ncin

g o

r S

elf-s

erv

ice lic

enses e

ligib

le f

or

ne

w A

SIP

P c

odes

Ste

p 2

– T

AM

, C

AM

or

NA

M

A.

Enters new opportunity or updates an existing opportunity in SFDC with Campaign code “UC ASIPP Global FY11 ASIPP Pricing Tool”.

Account Managers can search active campaigns for “UC ASIPP” to find this code and add it to the opportunity

B.

Issues SSR in SFDC to route request to Avaya Sales Factory Design Central Team. Attach: KRS / OrderPro document (if Meridian 1 or CS

1000), SRS contract proof (if applicable), ASIPP Pricing Request Form

and ASD Smasher file.

Ste

p 3

– A

vaya S

ale

s F

acto

ry

A.

Uses the ASIPP Pricing Tool to determ

ine product and services m

aterial code substitutions and new pricing. The ASIPP Tool will produce a

report which includes all the necessary inform

ation to process the order and enable downstream Avaya database and contract changes.

NO

TE

: New Services no charge tracking codes will be used to provide service for the Avaya Aura products until the customers heritage Nortel

contract expires. These tracking codes will be available on January 10, 2011; and can only be used if the customer is ordering a “like-for-like”

service contract, and for an equal number of licenses. PASS / Express will be entitled to use SS tracking codes. PASS Plus / Express Plus

will be entitled to use SSU tracking codes.

8

B.

The Avaya Sales Factory will send this report back to the requesting partner and associated TAM, CAM or NAM. The ASIPP Report contains

4 sections:

•

Request Inform

ation - imported request form

•

Calculated Discount – summary of pricing and donor site inform

ation

• License Transfer – donor system service contract and customer database adjustm

ents

• Adjusted ASD Quote – Avaya Aura m

aterial code changes and service contract treatm

ent

It is important to note that any site flagged as “Decommission” will be set to “Inactive” in KRS once the new Avaya Aura licenses are activated in

PLDS (Avaya’s licensing system). This status of "Inactive" will freeze the System Site ID, so that future Software Expansion or Upgrades will not

be available.

It is im

po

rtan

t fo

r cu

sto

mers

to

un

de

rsta

nd

th

e r

es

tric

tio

ns o

r fr

eezin

g t

heir

exis

tin

g s

yste

m s

oft

ware

an

d a

lso

of

the r

isk

s o

f e

xte

nd

ing

m

igra

tio

n t

imelin

es.

In

so

me c

ases e

xis

tin

g s

yste

ms m

ay

co

nta

in lim

ited

co

mp

on

en

ts t

hat

are

no

lo

ng

er

av

ailab

le w

hic

h in

tro

du

ces a

ri

sk i

f co

mp

on

en

t fa

ilu

res

occu

r.

Su

pp

ort

th

rou

gh

Avay

a is b

ased

on

exis

tin

g p

olicie

s a

nd

ad

dit

ion

al

ch

arg

es m

ay a

pp

ly f

or

EO

L o

r M

D

pro

du

cts

. S

ee A

dden

du

m A

for

exa

mple

s fro

m a

sa

mp

le A

SIP

P R

eport

Ste

p 4

– P

art

ner

or

Avaya A

sso

cia

te

A.

Will need to m

ake adjustments to the SAP quote as specified on the ASIPP Report. You m

ust be in ASD tethered m

ode.

•

Add ASIPP codes using Piece Parts

•

Use Design Adjust to remove equal quantity of full price codes

NOTE: ASIPP product codes will be available November 8, 2010. A

SIP

P S

erv

ices tra

ckin

g c

odes w

ill n

ot

be a

vaila

ble

until Janu

ary

10

, 201

1. If

serv

ices a

dju

stm

ents

are

neede

d b

efo

re t

he

n, p

lease

conta

ct lle

vy@

avaya.c

om

Ste

p 5

– P

art

ner

B.

Places order with the ASIPP product and service m

aterials replacing the NEW system or ADDITIONS m

aterials

C. If consolidating m

ultiple sites that do not co-term

inate the latest term

ination date will be used for the transaction. This includes the Avaya Aura

site (see Step 3B) and all the donor heritage Nortel sites. Use EC Services to generate a quote(s) to extend the term

ination date(s) for

heritage Nortel contracts that are earlier than the latest contract date, and issue order(s)

D. Sends ASIPP Report along with PO(s) for Avaya Aura system and heritage Nortel contract expiration date changes to Distributor for

processing

9

Ste

p 6

- D

istr

ibu

tor

A.

Issues PO to Avaya, specify ASIPP Report number in the Notes field. A

fter

Ja

nu

ary

10, 2

011, if an order has an ASIPP services tracking

code on it the PO will need to specify an adjusted expiration date just fo

r th

e t

rackin

g c

od

e. The adjusted time should allow for co-term

ination

of the new SS(U) contract with the customer’s existing PASS(+) or Express(+) contract. The term

ination date of the customer’s PASS(+) or

Express(+) contract will be specified on the ASIPP Report.

B.

Places orders for any heritage Nortel contract term

ination date changes

C. Posts ASIPP Report in Special Bids repository or attaches to PO sent to Avaya. The ASIPP report should be treated in the same m

anner as a

Special Bid approval

Ste

p 7

– A

vaya O

rder

Man

ag

em

en

t A.

Places order(s) using standard processes as received from the Distributor

Ste

p 8

- A

vaya (

heri

tag

e N

ort

el)

Data

base a

nd

Serv

ice C

on

tract

Team

A.

Makes database and service contract adjustm

ents based on m

onthly PLDS reports and ASIPP reports. Adjustm

ents will be m

ade when the

Avaya Aura licenses are activated using a m

anual back-end process

Contacts:

•

Leslie Levy, Avaya M

arketing M

anager – 908-953-6011, [email protected]

•

George Van Meter, Avaya Sales Factory – 425-201-9365, [email protected]

10

Addendum A – Sample ASIPP Report

ASIPP Report Example

Calculated Discount

Quote Ref.

Sample ASIPP Number 2

Before

After

Product and Software:

$3,154,557.40

$2,276,239.40

1st Year Software Support Billing:

$173,261.76

$80,204.88

TOTAL ONE TIME:

$3,327,819.16

$2,356,444.28

1Sample ASIPP Site 1 - Reduced

6259

2ASIPP Sample Site 2 - Reduced

4370A

3ASIPP Sample Site 3 - Decommissioned

10253946

4 5 6

SITE Reference Name

Serial or CLLI #

Systems Decommissioned/Reduced

Incl

ud

es

Se

rvic

es

En

titl

em

en

ts

Incl

ud

es

Se

rvic

es

En

titl

em

en

ts

11


License Transfer

Core Systems Station Licenses - Migrating to Avaya Aura

Rem

aining

Site Name

Serial

Num

ber

Activity

Service

Contract

Num

ber

Current

Expiration

Date

dd/mm/yy

Revised

Expiration

Date

dd/mm/yy

Total

Available

Total

Decom

miss-

ioned/

Reduced

Digital

Analog

Class

DECT

IP

Basic IP

SIPN/3

Sam

ple ASIPP Site 1

6259

Reduction

C12345

08/13/11

09/22/11

7600

1900

3752

1948

00

00

0

ASIPP Sam

ple Site 2

4370A

Reduction

D67890

09/22/11

09/22/11

3072

802

992

1278

00

00

0

ASIPP Sam

ple Site 3

10253946

Decom

mission

784

784

00

00

00

0

•C

o-t

erm

ina

te w

ith

la

test

da

te f

or

mu

lti-

site

con

soli

da

tio

ns

wh

en

usi

ng

AS

IPP

Se

rvic

es

tra

ckin

g c

od

es

for

Av

ay

a

Au

ra

•C

o-t

erm

ina

te w

ith

la

test

da

te f

or

mu

lti-

site

con

soli

da

tio

ns

wh

en

usi

ng

AS

IPP

Se

rvic

es

tra

ckin

g c

od

es

for

Av

ay

a

Au

ra

Back-end database

adjustments

Back-end database

adjustments

12


Adjusted ASD Quote

ASD PRICE REPORT

Siebel Quote Create Date:

Siebel Quote Number:

001

Price List Name:

NPL

Price List Create Date:

10/9/2010

Price List Version:

503

Currency Code:

USD

221137

2702

09/22/11

Country:

UNITED STATES

User ID:

Request Name:

675741

Report Created

10/14/2010

One Time Pricing

HierarchyProduct Code

Qty

Description

MPG

Unit Price

Extended

%Ext Net Price

Type

Location

--------------------------------------------------------------------------------------------------------------

-----

------------------

-------------------

----

----------------------- ----------------------------

-------------------

1.x.x

263917

784

AVAYA AURA R6 ENT ED ASIPP LIC

$58.00

$45,472.00

0$45,472.00

LICENSE_ONLY

Physical Location 1

1.x.x

264143

2702AVAYA AURA R6 ENT ED ASIPP SRS LIC

$0.00

$0.00

0$0.00

LICENSE_ONLY

Physical Location 1

1.x.x

225154

0AVAYA AURATM ENT ED R6 1001+ NEW LIC

$265.00

$0.00

$0.00

LICENSE_ONLY

Physical Location 1

-------------------

-----------------------

-------------------

Product and Software

$2,276,239.40

$2,276,239.40

1.2.x

221137

2702TRACK SUPT SSU AURATM R6 ENT ED ASIPP /M

$0.00

$0.00

0$0.00SW_SUPP_3YR_AN

Physical Location 1

1.2.x

219657

784

SSU AURATM6 ENT ED 1001+ AN

DU

$2.87

$27,000.96

0$27,000.96SW_SUPP_3YR_AN

Physical Location 1

-------------------

-----------------------

1st Year Software Support Billing

$80,204.88

$80,204.88

--------------------------------------------------------------------------------------------------------------

-----

------------------

-------------------

----

----------------------- ----------------------------

TOTAL ONE TIME

$2,356,444.28

$2,356,444.28

Services Tracking Codes Not Available in SAP Until January 10, 2011

Services Treatment Desription

TRACK SUPT SSU AURATM R6 ENT ED ASIPP /M

ASIPP Request Name

Version Number

6259

ASIPP Svcs

Treatment

Quantity

Expiration Date

•2

,70

2 l

ice

nse

s e

nti

tle

d t

o u

pg

rad

e

un

de

r P

AS

S+

an

d S

SU

tra

ckin

g

cod

e

•7

84

lic

en

ses

en

titl

ed

to

up

gra

de

pri

cin

g

•D

ele

te f

ull

pri

ce m

ate

ria

l

•2

,70

2 l

ice

nse

s e

nti

tle

d t

o u

pg

rad

e

un

de

r P

AS

S+

an

d S

SU

tra

ckin

g

cod

e

•7

84

lic

en

ses

en

titl

ed

to

up

gra

de

pri

cin

g

•D

ele

te f

ull

pri

ce m

ate

ria

l

•Services tracking codes

available Jan 10, 2011

•Co-terminate with heritage

Nortel contract

•Services tracking codes

available Jan 10, 2011

•Co-terminate with heritage

Nortel contract

Avaya Software Investment Protection Policy Interim...

Documents

Transcript of Avaya Software Investment Protection Policy Interim...