Administering managed professional services as an IBM Business Partner

To administer managed professional services tile as a Business Partner, navigate to Partner Center to approve requests, add billing entries, and confirm engagements to help ensure a smooth activation of the partnership and service setup.

Before you begin

Before you submit or view usage in Partner Center for professional services, make sure that you have the following roles assigned:

  • Partner Pricing Viewer and Partner Pricing Submitter on the Partner Center - Sell service
  • Editor on the Software Instance service

If you complete end-to-end testing for usage submission and review, make sure that you have all the required access assigned.

Approving requests

Complete the following steps to review and approve a client's request.

  1. Go to Partner Center > My products and select the account that you requested an approval for, and click Product instance > Current engagements to view the pending requests.
  2. In the Current engagements section, click the Actions icon Actions icon for the instance that has a pending request and click View details.
  3. Click Approve to approve the request or click Reject to reject it.

Adding billing entry

After the instance is approved, you can add billing to your instance.

  1. Go to Partner Center > My products > Product instance > Current engagements and click the Actions icon Actions icon for the approved instance, and then click Add billing entry.
  2. Enter the quantity based on the unit usage and unit cost.
  3. Optionally, enter extra notes.
  4. Click Next to submit the billing information.

Viewing billing information

After the billing information is approved, you can view the billing details, history, and billing entries. Each billing submission has a lifecycle, which is an asynchronous process where the usage submission is rated or rejected. The approval process typically takes up to 24 hours.

Go to Partner Center > My products > Product instance > Current engagements and click the Actions icon Actions icon for the instance where billing is approved, and then click View details to review a billing submission.

  • The Details tab provides the instance details.
  • The History tab provides details on when an instance was created and updated, along with the billing entry submission.
  • The Billing entries tab provides the billing entry details.

You cannot bill for previous months after the second day of the current month ends.

Approving engagement completion

You can approve the instance to complete the engagement.

  1. Go to Partner Center > My products > Product instance > Current engagements to view the instance and click the Actions icon Actions icon, and then click Mark as complete.
  2. Go to Partner Center > My products > Product instance > Current engagements to view the instance and click the Actions icon Actions icon, and then click Reject completion request to delete the engagement.