Skip to content

L&R Workflow - Updating 'identifying reseller customers' section

Tom McAtee requested to merge workflows/lnr/identifying-reseller-customers into master

Why is this change being made?

Currently the Working with reseller related requests workflow defines one process for identifying whether a customer purchase was made via a reseller (by checking the invoice owner in Zuora).

There was a discussion on Slack in the #support_licensing-subscription channel regarding identifying whether a customer is a reseller and several SEs noted there are two other places to check whether a purchase was made via a reseller channel:

This MR adds information regarding these two further sources, while reinforcing that Zuora is the SSOT for this information.

@gitlab-com/support/licensing-subscription WDYT?

Author Checklist

  • Provided a concise title for this Merge Request (MR)
  • Added a description to this MR explaining the reasons for the proposed change, per say why, not just what
    • Copy/paste the Slack conversation to document it for later, or upload screenshots. Verify that no confidential data is added, and the content is SAFE
  • Assign reviewers for this MR to the correct Directly Responsible Individual/s (DRI)
    • If the DRI for the page/s being updated isn’t immediately clear, then assign it to one of the people listed in the Maintained by section on the page being edited
    • If your manager does not have merge rights, please ask someone to merge it AFTER it has been approved by your manager in #mr-buddies
    • The when to get approval handbook section explains the workflow in more detail
  • If the changes affect team members, or warrant an announcement in another way, please consider posting an update in #whats-happening-at-gitlab linking to this MR
    • If this is a change that directly impacts the majority of global team members, it should be a candidate for #company-fyi. Please work with internal communications and check the handbook for examples.

Merge request reports