---
title: Guide to Submitting the Claim for AI Build & Publish Marketplace Incentives FY27
slug: guide-to-submitting-the-claim-for-ai-build-and-publish-marketplace-incentives-fy27
icon: {"faIcon":"fa-brands fa-wordpress"}
docTags: 
createdAt: 2026-08-19T16:06:13.405Z
---

## ✅  Pre-Application Gates



:::hint{type="success"}
***Before applying, ensure you meet all of the following requirements:***
:::



| ****<font color="#f3f4f6">**Requirement**</font>**** | <font color="#f3f4f6">**Details**</font>****                                         |
| ---------------------------------------------------- | ------------------------------------------------------------------------------------ |
| **Enrolment**                                        | Enrolled in the Microsoft Commercial Incentives program                              |
| **Tax & Banking Setup**                              | Tax and banking profile fully configured                                             |
| **Incentive Admin Role**                             | Confirmed Incentive Admin role assigned                                              |
| **Solution on Azure**                                | Solution uses Azure services (Azure AI or Azure Analytics)                           |
| **Performance Gate**                                 | Achieve **$100K+** in marketplace build sales **OR** **$1M+** in MRR from a customer |

***

## &#x20;✅ Application Process



### 🟣 Access Partner Center and Click on Incentive Workspace.



![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/7zcu9AYFMI_T0H0aedq0a_screenshot-2026-08-19-160517.png)

***

## ✅ Check Enrolment and Complete your Tax Profile&#x20;

****

### 🟣 If you are invited but not yet enrolled, the page will look like this (below). In that case, complete the enrolment

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/gi8Ng86efRYOMLobBJ0s0_chatgpt-image-sep-8-2026-04-22-14-pm.png)

###

### 🟣 Click on Action.&#x20;

****

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/0qH6pzDBBFyxMEAwzENDi_6fd5d1fe-1bda-46bb-851d-ee554f264ec8.png)

****

:::hint{type="danger"}
***When a client shows Status = Invited and Action = Enroll, that Enroll button won't work directly. You need to first select the button next to the program name. That refreshes the display, and only then can the client click Enroll.***
:::

****

### 🟣 Then the enrolment form will show; click on Enrol

****

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/vbtTmGzNSPBeXgwM3HxPe_7909eb39-2ef7-4200-b0be-43561c8de59b.png)

****

### 🟣 If you do not see the button, then check your email with the subject: 'Partner Incentive Enrollment Invitation'.&#x20;

****

:::hint{type="success"}
***Note : If not found, raise a ticket using this [guide](https://docs.wetransact.io/how-to-create-a-partner-center-support-ticket)***
:::



### 🟣 Complete the Tax profile and payout profile.

****

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/684523o10lm1iGcrDTpud_hh.jpg)

###

### 🟣 ***Please follow the [guide ](https://docs.wetransact.io/how-do-complete-tax-and-payout-profile-for-the-incentive-campaign)to complete the tax and payout profile&#x20;***



***

## ✅   Customer Claims

&#x20;

Once the tax and payout profile is complete, submit a claim.

### 🟣 Navigate to the Customer Claims section.



![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/vs6KPhjlurHAsb7IVcuIS_screenshot-2026-08-19-160735-copy.png)

## ✅ Add Customer

### 🟣 Go to Customer Claims, select Auze, and click on Add customer&#x20;



![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/kWT_eMXxj_wXyqwIF9C3B_download.png)



### 🟣 1. Associate Customer&#x20;



:::hint{type="success"}
- Assign a **name** to the claim for tracking.
- Select your **Partner Location**.
- Set **Customer ID Type** to **Tenant ID**.
- Enter your **Tenant ID** (since you're applying for the incentive).
:::





![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/4CKogxO19SoylE9E22gCO_download-4.png)

###

:::hint{type="custom" customColor="#6B21A8"}
**Be sure to only use the Customer TPID in the, Add Customer process**
:::



### 🟣 2. Associate Engagement, Select Tier



:::hint{type="success"}
Choose the tier aligned with your projected **Marketplace Billed Sales (MBS)**.
:::



![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/CcBkI_DTXTQxIegHjqwXQ_screenshot-2026-08-19-161257.png)

###

### 🟣 3. Add contact information&#x20;



:::hint{type="custom" customColor="#6B21A8"}
***Under Contact Information, add SDC (Publisher's) details for both&#x20;***<font color="#B91C1C">***customer and partner*** </font>
:::



![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/560827iGoywxAPc3V7ShP_5-review-and-complete.png)



***

## ✅ Submit Claim



- [x] **Enter the required contact details.**
- [x] **Review all checkboxes on the right.**
- [x] **Upload Invoice in USD&#x20;**
- [x] **Upload Solution Architecture showing qualifying Azure services**

****

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/VPFISKCfRYwBhqLddIfSQ_screenshot-2026-08-19-161753.png)

### &#x20;

:::hint{type="success"}
✅ When all required fields show **green** (indicating completion), submit the claim.

✅ If accepted, **payment is issued within 45 days**.
:::



***

### ⚠️ Important Notes



:::hint{type="success"}
- **Proof of Execution:** Attach substantial proof of execution. Weak proof is the **primary reason for rejection.**
  - Invoice Template [HERE](https://wetransactdotio-my.sharepoint.com/\:w:/g/personal/thaddeus_uzornne_wetransact_io/IQCfRl1sjInPT6ArTxVxWgTbAb0r8bOnJyjSTlF7PbobEE8?e=GL0KMQ)
  - Proof of execution template [HERE](https://wetransactdotio-my.sharepoint.com/\:w:/g/personal/thaddeus_uzornne_wetransact_io/IQAA5s9svUBlQpmJsFq9bJDiAR0faS8o0S99X05Nmot_3Ek?e=000o3H)
  - Reference Architecture diagram [HERE](https://learn.microsoft.com/en-us/partner-center/referrals/reference-architecture-diagram)
- **Partner Actions:** Complete any required partner actions **before the due date** to track progress.
- **Error Handling:** For any Partner Center or application errors, collect your **Seller ID**, **Partner ID**, and **TPID** (if available), then contact <u>**&#x20;AzureOfferingsPtrSup\@microsoft.com**</u>.
:::



