Partner Onboarding: Microsoft Payment Central (MPC) Instructions

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Microsoft Payment Central Onboarding

The online experience for Partners to receive payment Partner Program (ID 107) using Microsoft Payment Central (MPC) requires partners to create a payment profile.

To complete the setup the following information will be required:

On the Bank and Tax Management pages, existing and new payees will need to enter bank and tax details.
Bank profiles and currency assignments per partner organization location will appear and can be edited, if required.

Note: A correctly created payment profile, ready to receive incentive payments, will have the status designated completed with a green tick symbol.

Important notes before beginning

There are four steps to complete to enable Microsoft to initiate payment:

Enter contact information
Fill out a questionnaire
Enter tax information
Enter banking information

Each payee (location) must enter bank and tax details, assign a banking profile, and select a currency. These steps must be completed within 30 days of receiving the initial email with a link to the payee. Note: Microsoft must have complete payment details for each location where incentives are paid in order to process the incentives payment.

Once created, bank or tax profiles must be verified by Microsoft. Profiles will not appear as Approved for 48 hours. If a profile isn’t approved after 48 hours, click the I need help! button on ProcureWeb.

After the bank and tax profiles are completed, you'll be redirected to the Bank and Tax Management area to confirm the assigned bank profile and currency details are accurate (no action is needed if the information is correct). If needed, you can make changes as outlined below.

When all sections are complete, make sure to complete a final submission by selecting the Submit button. The status of all sections will change to Pending Microsoft Action.

Important notes for the tax section

In the tax profile, you will be submitting tax details pertaining to either a W9 (for US Partners) or a W8BENE (for non-US Partners). Once the final submission is complete, the tax profile status will change to Pending Microsoft Action. Note: While a tax profile is Pending Microsoft Action, no tax profiles are editable.
In case of any errors with the Tax Validation Rule, you will be notified to access the portal and correct the tax section.
A PIN is required on the W9 or W8BENE. Check for an email from Compliance Technologies International (CTI) on behalf of Microsoft (admin@cticompliance.com) with Subject: PIN for Forms W8BENE or W9. The email will include a five-character PIN. Make sure to check your junk/spam mail folder.
For more information, review the User Tax Guide.

Getting started

After the Payment Team has received your contact information, watch for an email from Microsoft Payment Central with the subject line: “Action Required Invitation for payee account set-up. A link to useful information to facilitate payment will be provided.”

Once this email has been received, follow the images below to complete a one-time process. During this time, you'll also receive automated reminders from Payment Central with the subject line: “Action required: Set up your payment profile – Final Reminder!”.

Note: The process is lengthy. You will have 30 days to complete all the required information.

Click the blue button to proceed from one section to another, as shown below:

Select blue box

Hint: If you enter all the information for at least one section, e.g., Contact Info, you will have extra time to finish the process.

Important! The banner will redirect you to SupplierWeb. Disregard this section. Incentive payments are processed only through Microsoft Payment Central.
Select Sign In to begin.
After signing in, enter your User ID (the email address that received the notification).
Enter Password (your organizational password associated with the email address). Note: If work/school, or a personal account option is prompted, choose work/school.
Complete the required information.
Enter Submit.

Requesting support

Your organization requires you to sign-in with your organization’s credentials. If you are unable to sign-in, contact your organization's network/IT administrator. If your IT admin is unable to resolve the issue, ask them to contact Microsoft Active Directory Support.

Support resources can be found at the top of the home page via the Request Support link or within the FAQ tab.

MPC My Accounts

Within the Request Support tab, a pop-up window will appear and generate an email to Account Payment Support to assist with the inquiry.

Microsoft Payment Central home page

Create your log in on Microsoft Payment Central and proceed through the steps.

Support Resources:
- FAQ
- Email Support (CIM)
The new Payment Central Account Setup process will be notated with New (on the left side) and show a blue chevron identifying how to begin.
Select Terms to begin.

Note: If an individual within your partner organization has created an account, ask the user to grant you access using Manage Users.

Contact info: Setup

Select Account type:
- Individual
- Organization
Choose Country/Region (where the supplier is based).
- Select Organization type:
  - Government Entity
Partnership
- Other Corporate form
Click Next.

Contact info: Business profile

Add or edit the required organization information:
- Organization name. If there are multiple locations for the same partner, identify the country, e.g., naming convention should be Contoso Norway, Contoso Brazil.
Add or edit contact information:
- Email address: business point of contact
- Email address: accounts receivable contact
- Phone number
- Address (address, city, state, country, postal code)
Select Finish.

Questionnaire

Answer each required question, dependent on the category that the requestor has selected.
Select Finish.

Tax setup

US based companies:

Select if documenting on behalf of an organization or individual.

Outside the US companies:

Select if none apply.

Select Next.

Tax info

Select the Launch Tax form.
The tax form generates based on the type of supplier identified in the Contact Info stage.
- Organization name and address automatically populate into the form.
Supplier enters their Taxpayer Identification Number (TIN):
- Individuals enter Social Security Number (SSN)
- Organizations enter Employer Identification Number (EIN)
Below Sign Here, type in:
- Full legal name
- PIN – An email will be sent to the email address you signed in with from CTI on behalf of Microsoft admin@cticompliance.com; with the subject line: “PIN for Forms W8 or W9.”. The email will include a five-character pin that should be used at this time.
Once complete, select Submit.

Bank profiles

Details

Enter the Bank profile name for your reference.
Select the Bank account location (country)
Note: Disbursement currency should automatically populate or select the correct currency.
Select the Payment method
- Check
- Electronic Payment Transfer
Select Next.

Bank Account section

1. Add the ABA/IBAN routing number.
2. Add SWIFT code (optional).
3. Add the Account holder name.
4. Identify the Account type.
5. Enter and confirm the account number.
6. Select Finish.

ABA/IBAN number failed validation

When a valid ABA/IBAN number fails validation:

Reenter the IBAN number.
Select, “I know my bank details are correct…” statement.
Once directed back to the Bank Account screen, complete all required information.
Select Finish to submit.

Support resources for Payment Central setup

Support resources can be found either at the top of the home page (Request Support) or within the FAQ tab.
Within the Request Support tab, a pop-up window will appear that will generate an email for assistance. Complete all the fields, then select Submit.

Managing users

Payee admins can add additional users to manage the profile.
These members can also log in to Microsoft Payment Central and manage the profile.

When Payment Central account information is submitted

What do the statuses of reviews mean?

Payment Central edits

To add an additional bank profile for an existing supplier

Once supplier setup is complete, suppliers can add multiple bank profiles:

Select the V arrow.
Select Add New Bank Profile to go through the process to add a new bank profile.
Select the Edit button to modify existing bank profile.
Status changes to Ready to submit. Select the Submit button to submit the new information.

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