View your incentives program details
Appropriate roles: Incentives admin | Incentives user | Global admin | MPN partner admin
This article explains the My incentives overview page, which shows the overall status of your incentive programs and the status of each program at each location. It also gives the different enrollment statuses.
Note
For more information about incentives and incentive features in Partner Center, see Partner Investments and Incentives (sign-in required).
Access the incentives overview page
Use the following steps to see your incentives.
Sign in to the Partner Center dashboard and select the Incentives workspace.
View the earnings and payments summary at the top of the page and further details in the table below. You can also sort, group, and expand the accompanying table:
- To sort by column, select the column name.
- To group by program, select the By program tab above the table.
- To group by location, select the By location tab above the table.
- To view more detail about enrollments within a specific group, select the chevron symbol at the end of a given row. This chevron expands your view.
If further action is required to enroll in a program, this information appears in the Status column. In this case, select the chevron symbol to learn about next steps you need to take.
Enrollment status
The following table explains the different enrollment states shown in the Status column.
| Status | Appears when |
|---|---|
| Action required | The partner has accepted an invitation to enroll in an incentive program but may need to update bank or tax information. See the Actions required column for any next steps or links to update your bank or tax information in Partner Center. |
| Discontinued | The incentive program is no longer offered in the incentives system. |
| Enrolled | All tax and bank information has been validated. No further enrollment action is required by the partner. |
| Enrolling | The user isn't an Incentive Administrator and the enrollment is in the Action required or Validating enrollment states. |
| Inactive / Ineligible | The incentive program may not be open to enrollment at this time or the partner doesn't meet current eligibility for enrollment or re-enrollment. If the status is Ineligible, then the partner doesn't meet the current eligibility requirements for the program; selecting the See eligibility requirements link beneath the enrollment status will show the requirements for eligibility and which of these requirements have been met. You may also see an Inactive status for virtual organization (VORG) or Partner Global Account (PGA) enrollments that are no longer active in the incentive program. |
| Invited | A new incentive program enrollment invitation has been sent to the partner but the partner hasn't yet started the enrollment process. The adjacent, Actions required column shows next steps and any related links. |
| Validating enrollment | The partner has already completed or updated bank and tax information for a new or existing enrollment and is waiting for Microsoft to validate this information. During the validation process, Validating enrollment may appear for up to 48 hours. |
See your payment information
Select the Payouts workspace on the Partner Center dashboard to access these summaries:
- Transaction history
- Payments
- Revenue summary
- Export data
Details pertaining to your payments are available on the Payments page. You can obtain the total incentive earnings earned and payments received in the Transaction history page and download. You can use the Revenue summary to understand how revenue generated by customer consumption/usage or transactions contributes to your earnings, and why some revenue may be determined ineligible for earnings.
You can also use the Partner Payouts API to connect and obtain payout transaction and payment data directly. See Payout statements to learn more.