Introduction #

This guide will help Channel Managers and Partner Contacts effectively use the Plan Acceptance and Approval Page for managing and tracking business plan approvals and Quarterly Business Reviews (QBRs).

Role-Based Access and Permissions #

1. For Channel Manager #

View Permissions:

Can view the status of Overall Plan Acceptance/Approval and QBR Acceptance for any selected fiscal year.

Commenting:

Can add comments (if activated) for any fiscal year.

No Acceptance or Reversal:

Channel managers cannot accept or reverse any approvals.

2. For Partner Contact #

Overall Plan Acceptance:

Can accept the overall business plan only for the current fiscal year.

Can reverse the acceptance for any selected fiscal year.

QBR Acceptance:

Can accept eligible quarters of the QBR.

Can reverse acceptance for eligible quarters.

Commenting:

Can add comments (if activated) for any fiscal year.

FAQ #

1. Who can view the acceptance statuses?

• Both channel managers and partner contacts can view the statuses for any fiscal year.

2. Can channel managers accept or reverse a plan?

• No, channel managers can only view the acceptance statuses and add comments.

3. Can partner contacts accept plans for past fiscal years?

• No, Partner Contacts can only accept plans for the current fiscal year.

4. What happens if a partner contact reverses a QBR acceptance?

• The status will update, and the quarter will show as “Pending” until reaccepted.

5. Can comments be edited after being saved?

• No, comments cannot be edited once saved.

6. What do the colored icons mean?

• Green: Approved/Accepted
• Red: Not Approved/Not Accepted
• Blue: Pending in the current period
• White: Pending in the future period