2.) Save excel file to K drive in the applicable year K:\ART\Eligible Dealers\DTV\Immediate Add Request
3.) Verify opportunity has been added to Salesforce
a. If not, email the inside and outside sales team asking them to create the opportunity
4.) From the opportunity email the dealer advising what’s needed. This email should be going to the dealer and CC’ the inside and outside territory managers.
5.) The person listed on the Eligibility(excel ) file should be on the account and the person who signed the buy down
6.) Once the resale has been confirmed valid and the buy down is on file and attached to document handlings add the dealer to Axapta.
7.) Verify the date on the immediate …show more content…
IND=DTV-RES
b. CED=DTV-RES
c. COM=DTV-COM
d. SMATV=DTV-SMATV
e. MDO=DTV-MDU or DTV-D2lite (check opportunity in Salesforce to determine how to be set up)
11.) Account number= the billing number (DQ DLR Billing Num)
12.) Price Group=DTV-RES
13.) Select Add Customer
14.) On the account you added go to the eligibility tab and remove all DTV information that may have copied over.
15.) Add information from the immediate add request to the eligibility list
a. DTV ID= Dq Dlr Corp ID
b. Check inside the DirecTV eligible box
c. Dq Chain ID=Dq Chain Id
d. Chargeback Period=90
e. Submittal Account =Dq DLR Billing Num
f. Corp ID=Dq Dlr Corp ID
g. Make sure the DMA name copied over and if not add it to the account and check the AT&T footprint list and check box if applicable.
16.) Once the account has been set up email the sales team by sending an email out of the opportunity advising them that the account has been set up. List the account type, Corp ID, and billing number
17.) If DTV-MDU D2lite, put the D2lite account on credit hold an add credit hold comment: “Review D2Lite order for criteria & approve prior to