Microsoft Open License Value - Help

1. At the Lion main screen, click the Login button in the Software Advisors box.
2. In the Software Advisors Login screen, enter your email address and password.
3. Click the Login button.
   • If you have not previously registered, click the Register as a New Software Advisor link.
   • In the Software Advisors Registration page, enter the tax id number and the Microsoft supplied Public Customer (PCN) number for the Company/Entity that you wish to register.
   • Click the Continue Registration button.
   • In the Company Information section, enter the appropriate information into the fields that appear.
   • In the Contact Information section, enter the appropriate information into the fields that appear.
   • In the Login Information section, enter the appropriate information into the fields that appear.
   • Click the Complete Registration button.
   • Once the registration is complete, click the Click Here to Enter link to access the Software Advisors Overview screen.
4. In the Software Advisors Overview screen, access the appropriate information.

1. At the Lion main screen, click the Login button in the End Customers box.
2. In the End Customers Login screen, enter your email address and password.
3. Click the Login button.
   • If you have not previously registered, click the Register as a End Customer link.
   • In the End Customers Registration page, enter the email address that you wish to register.
   • Click the Continue Registration button.
   • In the Company Information section, enter the appropriate information into the fields that appear.
   • In the Contact Information section, enter the appropriate information into the fields that appear.
   • In the Billing Address information section, enter the appropriate information into the fields that appear.
   • In the Shipping Address information section, enter the appropriate information into the fields that appear.
   • In the Login Information section, enter the appropriate information into the fields that appear.
   • Click the Complete Registration button.
   • Once the registration is complete, click the Click Here to Enter link to access the End Customers Overview screen.
4. In the End Customers Overview screen, access the appropriate information.

1. From the Software Advisors Overview screen, click the Quotes tab and select the New Quote option.
2. In the Quote Entry screen, enter the PO number in the Customer PO Number field. The PO number can be any valid identifier, which will aid you in tracking your order in the future.
3. In the OLV Agreement Number field, enter your agreement number obtained from Microsoft if you are reordering under an existing agreement.
4. In the Agreement Type field, select an option.
5. In the Payment Option field, select a payment option. If you choose to submit this quote as an order, you can opt to pay the full amount upfront or spread your payments out over a designated number of years.
6. In the Software Advisor PCN field, verify the public customer number that appears.
7. Click the Continue button.
8. In the Product Selection screen, select a Company-Wide option from the Company-Wide section. The Company-Wide Option provides greater savings within the Open Value program for organizations that want to standardize on Enterprise products.
9. In the Browse section in the Product Selection screen:
   • Select an option from the Product Type field.
   • Select an option from the Product Group field.
   • Select a product from the Product field.
   • In the Qty field, enter the number of products that you need to order.
   • Click the List button for the list of products to appear.
   • Review the list of products that appear and click the Add to Cart link on the appropriate product line.
10. In the Quick Add section in the Product Selection screen:
    • Select the appropriate Tech Data part number or vendor part number.
    • In the Part Number field, enter the appropriate part number.
    • In the Qty field, enter the number of products that you need to order.
    • Click the Add button for the products to appear.
    • Review the list of products that appear and click the Add to Cart link on the appropriate product line.
11. In the Search section in the Product Selection screen:
    • Enter a value in the Enter Search Value field.
    • In the Qty field, enter the number of products that you need to order.
    • Click the Search button for the products to appear.
    • Review the list of products that appear and click the Add to Cart link on the appropriate product line.
12. Once all products have been selected, click the Checkout button. If you decide to cancel the quote, click the Cancel Quote button.
13. In the End Customer Email Address field, enter the email address for the end customer. By entering the email address for the end customer, an email will be automatically sent to the end customer directing them to access this quote to complete billing and agreement information.
14. Click Submit to activate the automatic email to the end customer. If you need to return to the quote before triggering the automatic email to the end customer, then click Back to Quote button.

1. Once you (the end customer) receive the automatic quote notification email, access the email and click on the Click Here link to access the quote.
2. In the Please Enter Your Email Address field, enter your email address.
3. Click the Continue button.
4. In the End Customer Login window, enter your password.
5. Click the Login button.
6. In the Product Selection screen, review the product information and change if applicable.
7. Once all product information has been reviewed, click the Checkout button.
8. In the Enter Agreement Information screen, enter the appropriate information in each tab that appears at the top of the screen:
   • In the Company Info tab, either click on the Same As Registered Contact button to automatically populate the company information or enter the appropriate information into the fields that appear.
   • In the Affiliates tab, select the appropriate option.
   • In the Primary Contact tab, verify the information that displays and change if applicable.
   • In the Notices Contact tab, verify the information that displays and change if applicable. If the information needs to be changed to the registered contact’s information, click on the Same As Registered Contact button.
   • In the Ship To Contact tab, verify the information that displays and change if applicable. If the information needs to be the same as the company’s information, click the Same As Company button. If the information needs to be the same as the primary contact’s information, click the Same As Primary Contact button.
   • In the Final Info tab, enter the appropriate information.
   • Click the I Want To Pay With A Credit Card button or the I Want To Apply With Credit Terms button.
9. If you choose Credit Card, the Billing and Shipping Information screen will appear.
   • Verify the information and make any appropriate changes.
   • Click the Submit Shipping and Billing Information button once complete.
10. If you choose Credit Terms, the Billing Information screen will appear.
    • Verify the information in the Billing Information screen and then click the Next button.
    • If this is the first time requesting credit terms for a quote, in the Buyer Information section and Credit Application section, enter the appropriate information. Once you have agreed to the terms and conditions, click the ‘I agree to terms and conditions listed above’ selection box and then click the Submit button.
11. In the Quote Submit Information screen, review the information. Once you have agreed to the terms and conditions, click the ‘I agree to terms and conditions listed above’ selection box and then click the Submit button.
12. Obtain your order number for your records.

1. In the End Customers Overview screen, click the Quotes tab and select the New Quote option.
2. In the Quote Entry screen, enter the PO number in the Customer PO Number field. The PO number can be any valid identifier, which will aid you in tracking your order in the future.
3. In the OLV Agreement Number field, enter your agreement number obtained from Microsoft if you are reordering under an existing agreement.
4. In the Agreement Type field, select an option.
5. In the Payment Option field, select a payment option. If you choose to submit this quote as an order, you can opt to pay the full amount upfront or spread your payments out over a designated number of years.
6. In the Software Advisor PCN field, enter a public customer number that was given to you by a designated Software Advisor. A Software Advisor must be selected before you can submit an order.
   • If you do not have a PCN number, click the Find a Software Advisor button.
   • In the Select a Software Advisor screen, select a state from the State field and a city from the City field.
   • In the Select Software Advisor section, click Select on the appropriate line to select a software advisor. For an additional list of software advisors, click the See More Software Advisors link.
7. In the Quote Entry screen, click the Continue button.
8. In the Product Selection screen, select a Company-Wide option from the Company-Wide section, if applicable. The Company-Wide Option provides greater savings within the Open Value program for organizations that want to standardize on Enterprise products.
9. In the Browse section in the Product Selection screen:
   • Select an option from the Product Type field.
   • Select an option from the Product Group field.
   • Select a product from the Product field.
   • In the Qty field, enter the number of products that you need to order.
   • Click the List button for the list of products to appear.
   • Review the list of products that appear and click the Add to Cart link that is located on the appropriate product line.
10. In the Quick Add section in the Product Selection screen:
    • Select the appropriate TD part number or vendor part number.
    • In the Part Number field, enter the appropriate part number.
    • In the Qty field, enter the number of products that you need to order.
    • Click the Add button for the products to appear.
    • Review the list of products that appear and click the Add to Cart link on the appropriate product line.
11. In the Search section in the Product Selection screen:
    • Enter a value in the Enter Search Value field.
    • In the Qty field, enter the number of products that you need to order.
    • Click the Search button for the products to appear.
    • Review the list of products that appear and click the Add to Cart link on the appropriate product line.
12. Once all products have been selected, click the Checkout button. If you decide to cancel the quote, click the Cancel Quote button.
    • If a software advisor was not selected in the Quote Entry screen, the Select a Software Advisor screen will automatically appear prompting you to select a State and City.
    • Once a State and City is selected, a listing of software advisors will appear.
    • Click Select on the appropriate line.
13. In the Enter Agreement Information screen, enter the appropriate information in each tab that appears at the top of the screen.
    • In the Company Info tab, either click on the Same As Registered Contact button to automatically populate the company information or enter the appropriate information into the fields that appear.
    • In the Affiliates tab, select the appropriate option.
    • In the Primary Contact tab, verify the information that displays and change if applicable.
    • In the Notices Contact tab, verify the information that displays and change if applicable. If the information needs to be changed to the registered contact’s information, click on the Same As Registered Contact button.
    • In the Ship To Contact tab, verify the information that displays and change if applicable. If the information needs to be the same as the company’s information, click the Same As Company button. If the information needs to be the same as the primary contact’s information, click the Same As Primary Contact button.
    • In the Final Info tab, enter the appropriate information.
    • Click the I Want To Pay With A Credit Card button or the I Want To Apply With Credit Terms button.
14. If you choose Credit Card, the Billing and Shipping Information screen will appear.
    • Verify the information and make any appropriate changes.
    • Click the Submit Shipping and Billing Information button once complete.
15. If you choose Credit Terms, the Billing Information screen will appear.
    • Verify the information in the Billing Information screen and then click the Next button.
    • If this is the first time requesting credit terms for a quote, in the Buyer Information section and Credit Application section, enter the appropriate information. Once you have agreed to the terms and conditions, click the ‘I agree to terms and conditions listed above’ selection box and then click the Submit button.
16. In the Quote Submit Information screen, review the information. Once you have agreed to the terms and conditions, click the ‘I agree to terms and conditions listed above’ selection box and then click the Submit button.
17. Obtain your order number for your records.

1. From the Software Advisors Overview screen or End Customers Overview screen, click the Quotes tab and select the Order Tracking option.
2. In the Order Tracking screen, enter the appropriate search criteria.
3. Once all search criteria has been entered, click the appropriate Go button.
4. In the lower half of the Order Tracking screen, review the lines that appear and click the Select button on the appropriate quote line.
5. In the Product Selection screen, review the product information and make any necessary changes.
6. Click the Back button to return to the Order Tracking screen or click the Checkout button to continue the quote creation process.

1. From the Software Advisors Overview screen or End Customers Overview screen, click the Quotes tab and select the Order Tracking option.
2. In the Order Tracking screen, enter the appropriate search criteria.
3. Once all search criteria has been entered, click the appropriate Go button.
4. In the lower half of the Order Tracking screen, review the lines that appear and click the Select button on the appropriate order line.
5. In the Order Detail screen, review the details of the order.
6. To view the products on the order, click the View Line Items button to access the Line Item Detail screen.
7. To return to the Order Details screen, click the View Order Detail button.
8. To return to the Order Tracking screen, click the Back to Search link found at the bottom of the screen.

1. From the Software Advisors Overview screen or the End Customer Overview screen, click the My Profile tab and select the View/Update Profile option.
2. In the Contact Information section and Login Information section, review the information and make any necessary changes.
3. Click the Update Profile button.

1. From the Software Advisors Overview screen or the End Customer Overview screen, click the My Profile tab and select the Change Password option.
2. In the Password Change screen, enter the new password in the New Password and Confirm Password fields.
3. Click the Change Password button.

1. From the Software Advisors Overview screen, click the Master Admin Tools tab and select the Add A Contact option.
2. In the Contact Information section, enter the appropriate information into the fields that appear.
3. Click the Add Contact button.
4. Once the button is clicked, an email will be sent to the specified e-mail address, which will allow the contact to enter their password and answer security questions.

1. From the Software Advisors Overview screen, click the Master Admin Tools tab and select the Company Profile option.
2. In the Company Information section, review the information that appears and make any necessary changes.
3. Click the Update Company Profile button.
4. Changes to the Tax ID Number, Tax ID Type, Business Type, Company Name, or E-Mail Address can only be made by e-mailing the request to microsoft_open_value@techdata.com or by calling 800-291-7693.