Series: AppFoundry ISV Partners

Enterprise agreements

AppFoundry ISV Partners, with a published ISV Application sold through and invoiced by Genesys, can also sell the same offering directly to the customer/reseller and invoice for the usage of their product. The ISV applications invoiced by the ISV are not considered part of the Genesys subscription. The AppFoundry ISV partners must manually turn on the ISV application for each customer purchasing their product directly from them.

要件

The AppFoundry ISV partners are required to meet all requirements for the ISV applications on the Genesys subscription. To become an ISV, you must satisfy the basic requirements listed as follows:

For the AppFoundry ISV starting an agreement:

  • Vendor enabled Genesys Cloud organization: Must have a Genesys Cloud role with the following permissions:
    • billing > enterpriseAgreement > all permissions
    • billing > enterpriseAgreement > add
    • billing > enterpriseAgreement > delete
    • billing > enterpriseAgreement > view
    • billing > enterpriseAgreement > edit
      Note: If these permissions do not exist in your organization, then the organization has to be enabled for vendor enablement.
  • SKUs/Parts: Even though the ISV can invoice directly, all ISV applications must be able to sell through Genesys on the Genesys Cloud subscription. Therefore, SKUs/Parts must be set up for the ISV applications with Genesys as per the standard billing guidelines.
  • ISV application install wizard: The ISV applications, invoiced by Genesys, require an install wizard to facilitate the deployment of the ISV application. The ISV can also use the same install wizard to invoice the ISV application. The installation wizard cannot determine if Genesys or the ISV is billing for the ISV application.

For the reseller/customer accepting an agreement:

  • Reseller permissions: Must have a Genesys Cloud role with the following permissions:
    • billing > enterpriseAgreement > all permissions
    • billing > enterpriseAgreement > delete
    • billing > enterpriseAgreement > edit
    • billing > enterpriseAgreement > resellerAccept
  • Customer permissions – Must have a Genesys Cloud role with the following permissions:
    • billing > enterpriseAgreement > all permissions
    • billing > enterpriseAgreement > delete
    • billing > enterpriseAgreement > edit

To use the functionality, the customer’s Genesys Cloud organization cannot have a subscription for the integration enabled using this capability. To use this capability, the customer’s organization must be free of a Genesys Cloud subscription of the product before enabling the ISV application using this capability.

Note: Resellers can have only one Genesys Cloud organization enabled as a reseller regardless of the number of reseller or regional Genesys Cloud organizations.

Start enterprise agreements for ISV

To start an enterprise agreement, an ISV user with the proper permissions performs the following:

  1. Log in to the AppFoundry.
  2. Click Admin > Enterprise Agreements.
  3. Click the Initiating Agreements tab.
    Enterprise agreements
  4. To start an enterprise agreement between the ISV and the customer and/or Genesys reseller who authorizes the customer access to the ISV application, click the Create a New Agreement link. The Create a New Agreement dialog box appears. 
    Create a new agreement
  5. In the Create a New Agreement dialog box, perform the following: 
    • Name: Provide a unique name to identify this particular enterprise agreement. As a suggestion, you can specify the product name and the intended customer to easily find to refer to that agreement later in the list of enterprise agreements.
    • Target Organization Id: Provide the customer’s Genesys Cloud organization ID. Ensure that only this organization accepts the agreement.
    • Authorizing Organization Id: Provide the reseller’s Genesys Cloud organization ID that is enabled for AppFoundry reseller access. The reseller has to provide this organization ID to the ISV.
      Note: This field is applicable only if the ISV is billing the Genesys Reseller.
    • Listing: Select the product authorized for the customer from the drop-down menu. Note: If you do not find any listings, ensure that you are logged into the correct organization that has been enabled for AppFoundry vendor access. The relationship for the listings provided in the drop-down menu is Vendor-enabled Org > Vendor Profile > Vendor Listings.
    • Listing Parts: Click Add Part and add product parts and committed quantities to the enterprise agreement.
  6. Click Create. The Terms of Usage dialog box appear.
    Terms of usage
  7. Select I accept the Terms of Usage.
  8. Click Create to begin the process of generating the enterprise agreement.

    All enterprise agreements created by the ISV are maintained in the enterprise agreements list. The list displays information about the enterprise agreement and its current state. Once the ISV starts the enterprise agreement, the agreement appears in the Initiating Agreements tab for the ISV as shown in the following screen:

    Initiating Enterprise agreements

    Authorizing agreements (Customer)

    When the ISV directly sells an ISV application to a customer, the ISV is required to manually enable the ISV application for that customer after completing all the commercial sale paperwork. Once the ISV starts the agreement, a notification is sent to the customer. Upon logging in to the AppFoundry, the customer can find the notification listed in the notification section.

    Enable ISV AppFoundry application for customer

    To enable the ISV AppFoundry application in the customer’s organization, perform the following:

    1. Log in to AppFoundry using the Genesys Cloud organization where the ISV application is used.
    2. Click Admin > Enterprise Agreements.
    3. Click the Authorizing Agreements tab.
      Authorizing Enterprise agreements
    4. Click the Display Name > Pending Upgrade line item. The enterprise agreement from the ISV is displayed.
    5. Validate that the enterprise agreement is acceptable, specifically the Listing Parts and quantities.
    6. Upon reviewing the details, choose one of the following:
      • Accept Agreement: Click to accept the enterprise agreement and enable the ISV AppFoundry application for the customer’s Genesys Cloud organization. Upon choosing to accept the enterprise agreement, the Terms of Usage dialog box appears.
      • Delete Agreement: Click to delete the enterprise agreement.
    7. Upon accepting the enterprise agreement, read the terms.

      Terms of usage for free trial

    8. To accept the terms, click I accept the Terms of Usage.
    9. Click Accept Agreement. The ISV AppFoundry application is enabled in the customer’s organization.
    Note: If the initiated ISV Genesys Cloud organization is in a region different from the customer’s Genesys Cloud region, refresh the page after 5 seconds to view the updated agreement.

    Enable ISV client application for customer

    To enable the ISV client application in the customer’s organization, perform the following:

    1. Click Admin > Integrations.
    2. In the upper right corner, click the Integration link.
    3. インストールをクリックします。
    4. Perform all the steps explained in the preceding Enable ISV AppFoundry application for customer section.

    Enable CRM application (aka Embeddable framework applications) for customer

    To enable the CRM application in the customer’s organization, perform all the steps explained in the preceding Enable ISV AppFoundry application for customer section. The required permissions and licenses are now enabled.

    Note: If you delete an enterprise agreement, the ISV’s AppFoundry ISV application cannot be deployed to the customer’s Genesys Cloud organization. It does not invalidate any legally binding, signed contracts between the ISV and the customer.

    Authorizing agreements (Genesys reseller)

    When the ISV sells an ISV application to a reseller on behalf of a customer, the ISV is required to manually enable the ISV application for that customer after completing all the commercial sale paperwork. Once the ISV starts the agreement, a notification is sent to the customer. Upon logging in to the AppFoundry, the customer can find the notification listed in the notification section.

    Enable ISV AppFoundry application for Genesys reseller 

    To enable the ISV AppFoundry application for the Genesys reseller, perform the following:

    1. Log in to AppFoundry using the Genesys Cloud organization provided to the ISV for approval.
    2. Click Admin > Enterprise Agreements.
    3. Click the Authorizing Agreements tab.
    4. Click the Display Name > Pending Upgrade line item. The enterprise agreement from the ISV is displayed.
    5. Validate that the enterprise agreement is acceptable, specifically the Listing Parts and quantities.
    6. Upon reviewing the details, choose one of the following:
      • Accept Agreement: Click to accept the enterprise agreement and enable the ISV AppFoundry application for the customer’s Genesys Cloud organization. Upon choosing to accept the enterprise agreement, the Terms of Usage dialog box appears.
      • Delete Agreement: Click to delete the enterprise agreement.
    7. Upon accepting the enterprise agreement, read the terms. Resellers have their terms with the ISV. The terms shown acknowledge the commercial aspects outside Genesys’ agreements. 
    8. To accept the terms, click I accept the Terms of Usage.
    9. Click Accept Agreement. The ISV AppFoundry application is enabled in the customer’s organization.
    Note: If the initiated ISV Genesys Cloud organization is in a region different from the customer’s Genesys Cloud region, refresh the page after 5 seconds to view the updated agreement.

    Enable ISV client application for Genesys reseller 

    To enable the ISV client application for Genesys reseller, perform the following:

    1. Click Admin > Integrations.
    2. In the upper right corner, click the Integration link.
    3. インストールをクリックします。
    4. Perform all the steps explained in the preceding Enable ISV AppFoundry application for Genesys reseller section.

    Enable CRM application (aka Embeddable framework applications) for Genesys reseller 

    To enable the CRM application for the Genesys reseller, perform all the steps explained in the preceding Enable ISV AppFoundry application for Genesys reseller section. The required permissions and licenses are now enabled.

    Note: If you delete an enterprise agreement, the ISV’s AppFoundry ISV application cannot be deployed to the customer’s Genesys Cloud organization. It does not invalidate any legally binding, signed contracts between the ISV and the customer.

      Disabling and deleting agreements

      Once the AppFoundry ISV enables an enterprise agreement and a customer or a Genesys reseller directly accepts the agreement on behalf of a customer, both the AppFoundry ISV and the customer or Genesys reseller can disable the ISV Application in the future. If the AppFoundry ISV, customer, or reseller disables the enterprise agreement, the ISV application is immediately unavailable. If the enterprise agreement is disabled by one party, only the other party can delete the agreement. For example, see the following scenarios:

      1. Customer to AppFoundry ISV enterprise agreement:
        • If the customer disables the agreement, the AppFoundry ISV has the option to delete the agreement.
        • If the AppFoundry ISV disables the agreement, the customer has the option to delete the agreement.
      2. Reseller to AppFoundry ISV enterprise agreement:
        • If the reseller disables the agreement, the AppFoundry ISV has the option to delete the agreement.
        • If the AppFoundry ISV disables the agreement, the Reseller has the option to delete the agreement.

      Usage APIs

      AppFoundry ISVs can expect usage counts returned in AppFoundry’s Usage APIs for usage type (aka licensed), mimic type, and recurring applications.

      ISV revenue share submissions

      AppFoundry ISVs, per the AppFoundry ISV partnership agreement, are required to share revenue with Genesys for any sales of the ISV application. Genesys invoiced ISV applications are handled automatically. However, the ISV invoiced ISV applications require manual reporting of the revenue share.

      To report revenue share for a deal, perform the following:

      1. Log in to the Genesys Ascend Partner Portal.
      2. Click AppFoundry > AppFoundry Report.
      3. For each deal, create a new AppFoundry License Report.
      4. 提出するをクリックします。

      This reported deal revenue is considered when calculating the ISV’s AppFoundry partnership tier.

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