The Enterprise Agreement is designed for organizations with at least 500 users and/or devices that want to license software and cloud services for a minimum three-year period. 500 minimum user/device requirement is for commercial customers. Does not apply to Server and Cloud Enrollment (SCE). The minimum requirement for public sector customers is 250 users/devices.

The Enterprise Agreement is a three-year agreement that allows you to forecast software technology costs up to three years in advance. You can also take advantage of greater flexibility in managing technology expenditures, with the option to make three annual payments instead of one upfront payment. This option helps reduce initial costs and helps you forecast annual software budget requirements.

True-up supports business evolution by giving you the flexibility to add cloud services, software, users, and devices to the Enterprise Agreement when needed, at pre-agreed terms and pricing, without having to report or order on an ad-hoc basis. The True-up is an annual inventory of products, services, users, and devices added during the year. This is important because most organizations do not have a clear idea of how many users or devices they will have over the next three years, and they may be inclined to over purchase to be safe. The True-up helps save money by allowing you to purchase just what is needed today and then add more quantities when they are needed.

The annual True-up order must be received by Microsoft in the period between 60 days and 30 days prior to the anniversary of your agreement:

• 120 days: Discuss the True-up with your account team, Licensing Solution Provider (LSP), or Enterprise Software Advisor (ESA)

• 90 days: Review the licensing changes you have found with your account team, LSP, or ESA.

• 60 days: Review the True-up order provided by your account team, LSP, or ESA.

• 30 days: Finalize your True-up between 60 and 30 days prior to your Enrollment Anniversary.

• Right before: Your True-up order is placed and any changes to license counts are recorded.

If no changes have been made, an Update Statement must be submitted to Microsoft.

With your Enterprise Agreement, you automatically gain access to new software versions of licensed products as soon as they’re released, and for no additional cost through your Software Assurance (SA) benefits.

With Step-ups, you can upgrade from a lower- to a higher-level edition at a lower cost. Rather than pay full cost for the higher-level software edition, you pay only the price difference and you can still take advantage of enhanced features and technologies with premium editions.

Enrollments are a cost-effective way to license Microsoft solutions to meet organizational objectives and offer additional savings and benefits. The enrollment structure includes additional built-in discounts and allows for the easy addition of new products, services, and licensing options to better support future licensing and deployment scenarios.

Get the best value when you buy Microsoft end-user technologies on a per user, per device, or hybrid basis. You can also simplify license management and get true per user licensing when you add Microsoft 365.

Commit to one or more server and cloud technologies from Microsoft and receive the best pricing, cloud-optimized licensing options, and simplified license management.