Accepting/rejecting an opportunity from IBM
Opportunities are passed from IBM's CRM system to Business Partners through an automated interface.
The IBM opportunities that are passed to Business Partners are visible by the Business Partner Opportunity
Focal Point, who accepts or rejects the opportunities from IBM or another Business Partner organization.
In addition to opportunities from IBM, Business Partners can assign opportunities from one Business Partner
organization to another using the Collaboration function in Global Partner Portal.
The Business Partner Opportunity Focal Point must accept the opportunities from IBM or another Business
Partner organization (where a collaboration exists) by the date in the Accept/Reject Due Date field in the
Opportunity header record or the opportunities are moved to a withdrawn status and returned to the original
Opportunity Owner.
Note: For the United States, Canada, and Latin America: You must take action before the end of business
on that date.
The Business Partner Opportunity Focal Point can accept or reject opportunities from IBM or another
Business Partner organization on either the:


Opportunities list applet screen or the
Detail opportunity screen.
The demonstration shows accepting an opportunity from IBM using both screens.
Opportunities from IBM or assigned from another Business Partner organization display with an GPP Oppty
Accept Status field value of Pending Acceptance.
Opportunities assigned within a Business Partner organization, from one employee to another, are
automatically accepted for the receiving Business Partner employee.
To accept or reject an opportunity from IBM on the Opportunities list applet screen:
1. From the Global Partner Portal Welcome screen, click the Opportunities tab to view a list
of opportunities.
The Opportunities list screen is displayed with a list of accepted, pending acceptance, and
recently rejected opportunities.
Notes:

Only opportunities that are Pending Acceptance can be accepted or rejected. Once
accepted or rejected, an opportunity cannot be changed.

The Business Partner Opportunity Focal Point can accept opportunities assigned from
IBM or another Business Partner organization on the Opportunities list screen by:


Changing the GPP Oppty Accept Status field to Accepted.

Saving the opportunity record after the change.
Because a limited amount of information is displayed on the list screen, the Business
Partner Opportunity Focal Point should accept or reject the opportunity, only when:

They are familiar with the details of the opportunity.

Have spoken with an IBM representative or the assigning Business Partner about
the opportunity and have sufficient information.

The Accept/Reject Due Date column on the Opportunity list displays the date by when
the opportunity must be accepted or rejected or it will be withdrawn.

You must accept or reject the opportunity by this date when the opportunity is assigned to
the Business Partner.

For the United States, Canada, and Latin America: You must take action before the end
of business on that date.
2. To accept an opportunity from IBM, click the GPP Oppty Accept Status field arrow.
The list of GPP Oppty Accept Status codes is displayed.
Notes:

The Business Partner Opportunity Focal Point can accept opportunities assigned from
IBM or another Business Partner organization on the Opportunities list screen by:
a. Changing the GPP Oppty Accept Status field to Accepted.
b. Saving the opportunity record after the change.

Because a limited amount of information is displayed on the list screen, the Business
Partner Opportunity Focal Point should accept or reject the opportunity, only when:

They are familiar with the details of the opportunity.

Have spoken with an IBM representative or the assigning Business Partner about the
opportunity and have sufficient information.
3. Click Accepted from the list of status codes to accept the IBM opportunity.
The GPP Oppty Accept Status field displays Accepted.
Note: Again, ensure that you have sufficient information and understanding of the opportunity
before accepting.
4. After you accept and change the GPP Oppty Accept Status field, you must save the
changes to the opportunity record.
5. If you do not save the opportunity record and attempt to access another opportunity an error
condition occurs. The following steps, if performed without saving the opportunity after the
status change, creates an error condition:
a. Click the chevron beside another opportunity to highlight the opportunity.
An error window is displayed with the following text: “You have unsaved changes on
Opportunities. Continue?”
b. Click Cancel.
The Opportunity list screen is displayed. You can then save the changes that you
made to the opportunity prior to accessing another opportunity.
Note: If you were to click OK when asked whether to continue, the opportunity is not
saved and the opportunity is not accepted.
6. Click Save on the Opportunity list screen to save the change to the GPP Oppty Accept
Status field.
The GPP Oppty Accept Status field has been updated to Accepted.
Note: Once the opportunity is accepted or rejected and saved, the GPP Oppty Accept
Status field cannot be changed.
To review the opportunity detail before accepting or rejecting the opportunity, you should view the
opportunity detail screen. From the detail opportunity screen you can accept or reject the opportunity
and save the updated opportunity record.
In this demonstration, we use the same opportunity assigned from IBM that was just accepted on the
Opportunities list screen. The demonstration continues with the same opportunity displaying as if it
was never accepted. Normally, once accepted or rejected, the GPP Oppty Accept Status field
cannot be changed
To accept or reject an opportunity from IBM on the Detail opportunity screen:
1. Click the Opportunity Num field hyperlink to open the opportunity in the detail opportunity
screen.
The Detail opportunity screen is displayed.
2. Before accepting the opportunity, review the opportunity detail tabs to see additional
opportunity information. The opportunity detail tabs include: More Infor, Revenues, Software
Value Incentive, Attachments, Sales Team, Contacts, Activities, Notes, Opportunity
Registration, Child Opportunities.
3. Click the GPP Oppty Accept Status field arrow.
The list of GPP Oppty Accept Status codes is displayed.
4. Click Accepted from the list of GPP Oppty Accept Status codes.
The GPP Oppty Accept Status field displays with Accepted.
5. Click Save on the Opportunity detail screen to save the updates you made to the opportunity.
Notice that the GPP Oppty Accept Status field has been updated to Accepted.
6. To display the Opportunity list view, click the Opportunities tab.
The Opportunities list view is displayed with the updated GPP Oppty Accept Statues.
Opportunities from IBM or another Business Partner organization can be rejected by the Business
Partner and returned to the original Opportunity Owner. Rejecting an opportunity from IBM is
accomplished in a similar manner to accepting the opportunity from IBM.
The opportunity from IBM can be rejected from either the:

Opportunities list screen.

Detail Opportunity screen.
To reject an opportunity from IBM:
1. From the Opportunities list screen, click the chevron next to the opportunity to reject and
return to IBM.
The opportunity record is highlighted and selected.
Note: The opportunity record should be in Pending Acceptance status in the GPP Oppty
Accept Status field.
2. Click the GPP Oppty Accept Status field list arrow to display the available status values.
The list of GPP Oppty Accept Status codes is displayed.
3. Click RejectBP-Solution doesn't fit to reflect the reason the opportunity from IBM is being
rejected.
Note: GPP Oppty Accept Status field values for rejection contain a reason for the rejection.
Use the reason for rejection that most closely matches the reason the opportunity from IBM is
being rejected.
4. Click Save to save the change to the GPP Oppty Accept Status field.
After rejecting the opportunity from IBM and saving the record, the GPP Oppty Accept
Status field is updated to reflect the change.
Note: Once changed and saved, the GPP Oppty Accept Status field cannot be changed.
As with accepting an opportunity from IBM, the opportunity can be rejected from the detail opportunity
screen by performing the following instructions:
1. Click the Opportunity Number in the Opportunity Num field.
2. Click the GPP Oppty Accept Status field list arrow on the detail opportunity screen.
3. Click the appropriate rejection and reason status value.
4. Click the Save icon to save the changes to the opportunity record.
After accepting an opportunity from IBM, the Business Partner Opportunity Focal Point can add a
Business Partner associate as a sales team member and then make them primary or Opportunity
Owner of the opportunity.
To view an accessible demonstration of adding a sales team member to an opportunity, click the
Adding Sales Team Members accessible link link.
Congratulations, you have successfully:

Accepted an opportunity from IBM on the Opportunities list screen.

Saved the acceptance using the Save icon.

Accepted the opportunity from IBM on the detail Opportunities screen.

Saved the acceptance using the Save icon.

Rejected an opportunity from IBM on the Opportunities list screen

Saved the rejection with reason value using the Save icon.