True-Up Agreements

This seems clear, indicating that for the first two years of your agreement, the true agreement is due at least 30 days before the anniversary of the agreement. The third year of true-up? Within 30 days of the expiry date. Note the use of the word «in» 30 days before the expiration date versus «by.» Microsoft frequently (in error) uses this latter interpretation and informs customers of this statement, which means that the report is due 30 days before the contract expires. While it is reasonable for Microsoft to understand last year`s growth in order to prepare a customer price sheet for the renewal contract, your obligation is simply to submit before the contract expires. Enterprise products for desktop/user computers must have equal quantities for all components. If z.B. the initial command was for Office, Windows and CAL and now 200 users are added via True-up, the true-up order must have the same quantities; That is, 200 Office – 200 Windows – 200 CAL. So how do you count the number of instances provided by Microsoft products? Some clients use sophisticated asset management systems that allow them to scan their environment and produce online reporting. Others keep minute records of incremental deployments throughout the year.

The larger the organization, the more complex the process. However, at the end of the year, you will have to send a report to Microsoft and pay for any incremental use. Recent agreements often contain different languages. Many of Microsoft`s latest form records contain a language in which licensed products must be truated based on the «maximum» levels of usage since the previous order. Under these conditions, Microsoft may have more influence to force a faster purchase. (Even with this language, the company doesn`t have the ability to «preserve down» before the next order, but it may be able to postpone this order until the next true-up.) (i) the company`s products. For enterprise products, the Registered Affiliate must determine the number of qualified devices and qualified users (in the case of ordering user-based licenses) at the time of the ordering period and order additional licenses for all qualified devices and qualified users that are not yet covered by existing licenses, including all online enterprise services. 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 you`re a Microsoft Enterprise Agreement (EA) customer, you`ll probably already appreciate the benefits it offers in terms of licensing flexibility to provide new hardware and software.

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