How to Submit a Bid for COG/VDD Portal in Xvantage for Associates

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Overview:

This article explains how to submit a bid for COG/VDD review and approval using GDE Deals & Discounts in Xvantage for Associates (X4A). After all required deal information has been completed and validated, the bid can be submitted for approval.

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for X4A and open it. Xvantage for Associates will open in a new tab.

  3. From the left navigation menu, select Revenue, then click GDE deals & discounts.

  4. If accessing GDE through the standalone URL, select GDE Deals & Discounts from the home page.

  5. Locate the deal you want to update by searching within Exception Deals using one of the following criteria:

    • Deal #

    • Vendor name

    • Reseller name

    • Reseller #

    • End user name

    • End user #

    • Program name

    • Master contract

  6. Select the search criterion you want to use.

  7. In the search results, select the desired Deal number to open the deal.

  8. Once Reseller and End User are resolved and SKUs have been updated (if applicable), you must click the Submit for review button at the top of the page.

  9. The deal is routed to the COG/VDD approval queue for review.

  10. After the review is completed and the bid is approved, the deal status is updated to Approved.