Partner Onboarding: Microsoft Payment Central (MPC) Instructions

Important notes before beginning

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

1. Enter contact information
2. Fill out a questionnaire
3. Enter tax information
4. 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 forty-eight (48) hours. If a profile isn’t approved after forty-eight (48) hours, contact P2P Support.

Once bank and tax profiles are completed, you are redirected back to the Bank and Tax Management area to confirm assigned bank profile and currency details (no action is needed if the information is correct) or make changes if required as outlined below.

Once 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 completed, the tax profile status changes to Pending Microsoft Action. Note that 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 fix the tax section, which you can edit and then resubmit the information.
• A PIN is required on the W9 or W8BENE. Check for an email from CTI on behalf of Microsoft (admin@cticompliance.com) with Subject: PIN for Forms W8BENE or W9. The email will include a five (5) character PIN. Make sure to check your junk/spam mail folder.

Getting started

Once the Payment Team has received your contact information, check for an email from Microsoft Payment Central. The Subject line will be, “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 the following slides will guide you through a one-time process. The Subject line will read, "Action Required Invitation for payee account set up." The subject line will be, “Action Required Invitation for payee account set up.”

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

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

• The banner will redirect you to SupplierWeb.
• Disregard this section. Incentive payments are processed only through Microsoft Payment Central.
• Select Sign In to begin.

For general questions, contact Payment Support by creating a ticket at, PXPartnerOnboarding@microsoft.com.

Signing in and Requesting Support

1. Select Sign in.
2. Enter User ID (the email address that received the notification).
3. Enter Password (your organizational password associated with the email address).
   • Note: If work/school, or a personal account option is prompted, choose work/school.
4. Complete the required information.
5. Enter Submit. Note: If you are unable to sign-in for any reason, please contact your organization's network/IT administrator. Your organization requires you to sign-in with your organization’s credentials. Your network/IT administrator should be able to help you. If your IT admin is unable to resolve your issue, ask them to contact Microsoft Active Directory Support.

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 and generate an email to Account Payment Support to assist with the inquiry.

Microsoft Payment Central Home Page

To access Microsoft Payment Central, select https://paymentcentral.microsoft.com. Create your log in and proceed through the steps.

1. Support Resources:
   • FAQ
   • Email Support (CIM)
2. 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
3. Select Terms to begin.

If an individual within your partner organization has created an account, ask the user to grant you access through the function “Manage Users”.

Contact Info: Setup

1. Select Account type:
   • Individual
   • Organization
2. Select Country/Region (where the supplier is based).
3. Select Organization type:
   • Government Entity
   • Partnership
   • Other Corporate Form
4. Select Next.

Contact Info: Business profile

1. Add or edit the required organization information:
   • Organization name. If there are multiple locations for the same partner, identify the country, i.e., naming convention should be Contoso Norway, Contoso Brazil.
2. 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)
3. Select Finish.

Questionnaire

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

Tax setup

Tax

1. US based companies:
   • Select if documenting on behalf of an organization or individual.
   • Outside the US companies:
     • Select if none apply.
2. Select Next.

Tax Info

1. Select the Launch Tax form.
2. 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.
3. Supplier enters their Taxpayer Identification Number (TIN):
   • Individuals enter Social Security Number (SSN)
   • Organizations enter Employer Identification Number (EIN)
4. Beneath the Sign Here box, 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; the Subject: PIN for Forms W8 or W9. The email will include a 5-character pin that should be used at this time.
5. Once complete, select Submit.

Bank Profiles

Details

1. Enter the Bank profile name for your reference.
2. Select the Bank account location (country)
   • Disbursement currency should automatically populate or select the correct currency.
3. Select the Payment method
   • Check
   • Electronic Payment Transfer
4. Select Next.

Bank Account section:

         5. Add the ABA/IBAN routing number.

         6. Add SWIFT code (optional).

         7. Add the Account holder name.

         8. Identify the Account type.

         9. Enter and confirm the account number.

         10. Select Finish.

ABA/IBAN Number failed validation

When a valid ABA/IBAN number fails validation:

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

Support Resources for Payment Central Setup

1. Support resources can be found either at the top of the home page (Request Support) or within the FAQ tab.

         2. Within the Request Support tab, a pop-up window will appear that will generate an email for assistance.

• Fill in all fields
• Select Submit.

Managing Users

• Payee admins can add additional users to manage the profile.
• These members will also be able to 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:

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

We're here to help

• If you have any issues or suggestions on how we can make this process easier, contact.
• If possible, provide screenshots of the error message(s) and the status bar for each section.

Thank you for taking the time to set up your Microsoft Payment Central account.