Below is a curated list of questions asked during the meeting—verbal and chat—with the final answers provided, including cases where answers were incomplete or follow-up was required.
⭐ SECTION 1 — PREO REQUESTS & EXPIRATIONS
Q1. Why doesn’t PREO automatically renew expiring requests (like credit approvals)?
A: PREO doesn’t auto‑renew because many deals become inactive. Auto‑renewing would unnecessarily burden Admin/OSS with requests for deals no longer valid. The system flags expirations 7 days in advance to give time for resubmission when needed.
Q2. How do I find which request expired when multiple exist?
A: Use Ctrl + F in the Request tab and search for the word “expire” to quickly jump between relevant entries.
Q3. For expiring credit approvals, should sales submit a new request or update the existing one?
A: Do NOT submit a new credit request.
Ask OSS to update the currently open credit, as submitting a second one creates duplicate bank applications and causes delays or denials.
⭐ SECTION 2 — PREO REQUEST ERRORS
Q4. What do I do when PREO says “You already have an open request” even though none appear?
A:
Refresh the browser.
If still stuck, close and reopen your browser.
If unresolved, message the PREO bot—this can be cleared manually.
⭐ SECTION 3 — CREDIT APPROVALS
Q5. How should addresses (Sold To, Bill To, Ship To) be used in credit requests?
A:
Sold To: Customer HQ/legal address — pulled into credit approval.
Bill To: Where the customer wants invoices sent.
Ship To: Delivery address for equipment.
Q6. What if D\&B returns the wrong DUNS match or mismatched addresses?
A:
Use “Skip and use proposal information” and add clear notes explaining the correct information (e.g., moved headquarters). This helps the credit team validate faster.
⭐ SECTION 4 — NET NEW, NEW PLACEMENT & MPS INCREASES
Q7. What counts as Net New Validation?
A:
A first‑time XBS customer, or
A customer returning after 24+ months of inactivity.
Trade-ups do not qualify.
Q8. What counts as New Placement?
A:
Competitive displacement
New location placement
New device at existing location creating new aftermarket revenue
Must be Xerox-branded equipment.
Lexmark currently reviewed case‑by‑case.
Q9. What is an MPS (formerly “New Business”) payment increase?
A:
Any change that increases a customer’s contractual MPS payment (monthly or quarterly). PREO may ask for this even if the rep is unaware additional commission may apply.
⭐ SECTION 5 — REMOTE SERVICE TECHNOLOGY & FEES
Q10. How do I request a Remote Tech Exception?
A:
Use “Request Remote Exception” under Contract Setup.
If missing on older proposals, submit through the Requests tab instead.
⭐ SECTION 6 — CO‑TERM (COTERMINOUS) LEASE RATE QUESTIONS
Q11. Who asked about 3‑month rolling coterm lease rate documents?
A: Lily M. Klaus asked this during the verbal Q\&A.
Q12. When requesting coterm rates, can OSS provide multiple months again?
A: Yes — OSS plans to standardize on providing rolling 3‑month coterm rate documents.
Timing TBD.
⭐ SECTION 7 — SOFTWARE PRICING & DISCOUNTS
Q13. Why is software discounting tied to equipment discounting now?
A: PREO now treats software pricing like equipment pricing.
If you discount equipment, software discounts automatically mirror it.
To override software pricing:
• Submit a Software Pricing Approval
• Software specialist must provide the correct price
• Once adjusted, the deal moves to manual mode
Q14. How can reps prevent presenting incorrect software pricing before approvals?
A:
Sales should not present pricing before approvals are complete.
Managers must enforce this; PREO cannot prevent early PowerPoint pricing.
⭐ SECTION 8 — LEASING, BUYOUTS & ALTERNATE LENDERS
Q15. If a customer requires multiple separate PREO packages for a large rollout, how can delivery fees be optimized?
A:
Currently no PREO functionality exists to consolidate delivery charges.
This will be reviewed for possible enhancement.
Q16. Can reps choose any leasing company in the system?
A:
No. PEAC/XFS has first right of refusal.
Even if PEAC declines, an exception approval must still be on file.
Q17. What is a PPT?
A: A Property Tax lease rate adder used in certain states.
Q18. Can a rep request a PPT adder without the final funding amount?
A:
Yes — build the deal with estimated values and request the PPT adder.
However, submit credit approval first, as the bank must tie rates to it.
⭐ SECTION 9 — PREO NAVIGATION & SYSTEM BEHAVIOR
Q19. Where can I see which OSS team member is managing my order?
A:
Click Tools (top‑right of PREO). OSS assignment appears there.
Q20. Why can’t I switch a PREO proposal from Flat Rate to XBS Legacy?
A:
System does not support changing service type after creation.
You must create a new proposal.
Q21. Should we use Save As for proposals older than 90 days?
A:
No. Pricing changes break older templates.
Create new proposals instead.
⭐ SECTION 10 — OPEN ITEMS / UNANSWERED QUESTIONS
These questions were raised but were not answered on the call:
Timeline for full MPS device import fix
Excel backup invoicing file (customer request)
$1 buyout disclosure form contact (<$10k deals)
HubSpot ↔ PREO integration
Overbook process explanation
Missing hyperlinks in PREO emails (pending sample)