Enterprise Agreement True-up Guide Instructions
This comprehensive guide provides detailed instructions on managing Microsoft Enterprise Agreement true-ups. Learn how to align your licenses and optimize your procurement process. This resource is essential for businesses managing on-premises and online services licenses.
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How do I fill this out?
To fill out the true-up form, start by gathering all relevant license information over the past year. Ensure that you have detailed records of any new devices, users, or services that have been added. Follow the instructions outlined in this guide for accurate submission.
How to fill out the Enterprise Agreement True-up Guide Instructions?
1
Begin by reviewing your current licenses and any changes.
2
Gather documentation of new devices and users added in the past year.
3
Consult with your Microsoft account team or reseller for guidance.
4
Complete the update statement reflecting any changes.
5
Submit the completed true-up order within the specified timeframe.
Who needs the Enterprise Agreement True-up Guide Instructions?
1
IT departments need this file to manage software licensing effectively.
2
Procurement teams require it to ensure compliance and optimize costs.
3
Finance teams need it for budgeting and cost analysis of software licenses.
4
Compliance officers require this file to ensure audit readiness.
5
Business managers need it to evaluate software usage and needs.
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What are the instructions for submitting this form?
To submit your completed True-up form, email it to your Microsoft account representative at account_representative@microsoft.com or fax it to (123) 456-7890. If preferred, you can also submit online via your Microsoft Volume Licensing Service Center account. Ensure all sections are filled accurately and your authorized signatory's approval is included.
What are the important dates for this form in 2024 and 2025?
For 2024, ensure your annual True-up is submitted between 60 to 30 days before your enrollment anniversary. In 2025, follow the same guidelines to stay compliant. Staying updated on these deadlines is crucial for effective license management.
What is the purpose of this form?
The purpose of the Enterprise Agreement True-up Form is to ensure that organizations accurately report usage of Microsoft licenses each year. This helps to align the number of licenses with actual usage, ensuring compliance and avoiding penalties. It also aids in streamlining procurement processes across the organization.
Tell me about this form and its components and fields line-by-line.
- 1. License Count: Total number of licenses currently held.
- 2. Device Inventory: List of devices that have been added or removed.
- 3. User Inventory: List of users with access to licenses.
- 4. Online Services: Details of any additional Microsoft Cloud services used.
- 5. Compliance Statement: Declaration of accuracy by an authorized representative.
What happens if I fail to submit this form?
If you fail to submit this form, you may encounter compliance issues with your Microsoft licenses. This can lead to audits and financial penalties as a result of incorrect licensing reports.
- Compliance Risk: Non-submission may lead to regulatory scrutiny and fines.
- Financial Penalties: Failure to report can incur additional costs due to non-compliance.
- Increased Audit Frequency: Your organization may be audited more frequently if compliance is not maintained.
How do I know when to use this form?
- 1. Annual Reporting: Used every year to report actual usage.
- 2. License Reconciliation: Helps to reconcile any discrepancies in licensing.
- 3. Compliance Checks: Ensure compliance with Microsoft licensing agreements.
Frequently Asked Questions
What is the Enterprise Agreement True-up process?
The True-up process involves aligning your licenses annually based on actual usage over the previous year.
How often should I complete the True-up?
You must complete the True-up annually, specifically within the 60 days before your enrollment anniversary.
What happens if I don’t submit my True-up?
Failure to submit can lead to licensing compliance issues and potential fines.
Can I edit the True-up form after completing it?
Yes, you can edit the form using PrintFriendly’s PDF editor before submission.
How do I contact support for assistance?
You can reach out to your Microsoft account team or your reseller for support.
What should I do if my license counts have not changed?
Even if there are no changes, you still need to submit a zero-usage order.
Is there a deadline for submitting the True-up?
Yes, your True-up order must be submitted between 60 and 30 days prior to your enrollment anniversary.
What resources are available if I need help?
Resources and support can be accessed through your reseller or Microsoft’s support channels.
How can I simplify the True-up process?
Keeping organized records of your licensing changes throughout the year will streamline the process.
Where can I find more information about my licenses?
You can view your licensing information on the Volume Licensing Service Center (VLSC).
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