diff --git a/handbook/finance/README.md b/handbook/finance/README.md index ad86889865..0eca09e72d 100644 --- a/handbook/finance/README.md +++ b/handbook/finance/README.md @@ -211,6 +211,53 @@ Thanks, 7. Review the [Accounts receivable](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001oc9Z2AQ/view) report in SFDC for customers on multiyear deals. For any customers due for invoicing within the next week, create an issue on the Finance board. +### Create an offer in AWS Marketplace + +1. Use gmail to log in to AWS SSO. + +2. Use this URL [https://aws.amazon.com/marketplace/management/offers/](https://aws.amazon.com/marketplace/management/offers/) to login. + +3. Click "create private offer" + +4. Product type is "SaaS product" + +5. Product is "Fleet Premium". + +6. Click "continue to offer details." This should bring you to "Step 1: Provide offer information." + +7. For offer name use the naming convention [YYYY] [Customer name] [initial term or renewal]. Example, "2025 Horus renewal." + +8. You can leave the offer description blank. + +9. Select whether the offer is a renewal or not. + +10. If it is a renewal, you'll need to select whether it is an existing customer moving to AWS Marketplace with Fleet for the first time, or whether they are an existing AWS Marketplace customer of Fleet. + +11. Enter an appropriate date for the offer to expire (may need to consult with AE or CX person that owns the account). Then click next. + +12. This will bring you to Step 2: Configure offer pricing and duration. The pricing model is contract pricing with up front payment. + +13. Contract start date: Select start at a future date and enter the start date of the term on the order form. + +14. Contract duration: Select enter an end date and enter the date of the first annual term on the order form. + +15. Currency: Select USD unless the order form specifies something different. + +16. Purchasing options: you can leave multiple dimensions per contract selected. + +17. Pricing per contract dimension: Enter the number of hosts for annual cost per host. + +18. Enter the total contract value and select annually for billing. If it is a multi-year deal, hit generate installment plan and then make sure the annual billing details match the order form. + +19. Click next to proceed to Step 3: Add buyers. + +20. Enter the customer's AWS account ID and click next to proceed to Step 4: Configurel egal terms and offer documents. + +21. Select "custom legal terms" and upload the applicable terms. Note this could be two documents: an order form, and master subscription terms if separate from the order form. + +22. Click "Next" to go to Step 5: Review and create. Verify the information is accurate and submit the offer. Let the AE or CX account owner know that you have done so. + + ### Obtain a copy of Fleet's W-9 A recent signed copy of Fleet's W-9 form can be found in [this confidential PDF in Google Drive](https://drive.google.com/file/d/1ugXazEBk1oVm_LqGbYNsIFECcv5jXLA9/view?usp=drivesdk).