Microsoft Enterprise Agreement True Up Process

The Enterprise product makes a business contract, « Enterprise. » There are several products classified as business levels – Office Professional, the Windows operating system, the corporate or basic customer access license and some Office 365 subscriptions. A customer must choose to purchase an « Enterprise » product for all its qualified users or qualified devices. You could not say, for example, that we have 10,000 devices, but let us dedicate an EA for 5,000 devices. The « additional product » covers most other products – Visio, Project, Windows Server, Exchange Server, etc. – and these products can be purchased à la carte. According to Microsoft, all devices contained in EA must be inventoried in the annual true-up process, including all servers, computers (desktops, laptops and devices) and mobile devices using licensed software from the Microsoft product list. If the sum of the products can be classified as a company in your true-up, it means that the products are covered by the definition of Qualified Device (in the case of enterprise products) or Qualified User (in the case of Enterprise Online Services). Online bookings are the method used to add incremental users to online products, with the requirement that orders be sent monthly (to activate incremental users on the Microsoft portal). In this method, payment is deferred to the next date of the anniversary of the contract. Note that Microsoft does not allow license bookings to be added in the last month of the agreement.

While most customers know how many users they need in the past month (and request a new booking in the penultimate month of check-in), customers can sometimes expect extended negotiations that can go beyond the expiry date of the agreement. The nature of EA is that you can complete your agreement quickly and easily with additional licenses, and you simply have to pay for all the additional licenses you purchased during the year from your business. For the counting of enterprise products, the wording in the inscription presents an obvious conflict that takes into account « changes » during the duration or since the last anniversary, but also, later, under the term « Enterprise Products at the time of orders ». The general view of many information technology professionals was that the enterprise agreement offered some seasonal accommodation or temporary duplication pay, and that the revised wording would clearly indicate the abandonment of a « trust-based model. » 90 days earlier: You can expect to hear about your next true-up from your dealer or Microsoft account team. You`re asking for an update on the number of software licenses you`ve added to your software architecture. « Send the order for the difference between the number used/installed and the last number reported. This includes licenses for which the product has been used or installed since the last true-up, even if the licenses are not actively used at the time of your « true-up » [Ref: EA True Up Guide, page 4] This seems clear, indicating that the true-up file is due at least 30 days before the agreement during the first two years of your contract.