Enterprise Agreement

Program Guide – Updated March 2025

Contents
Executive summary ..........................................................................................................................................................2

Overview ..............................................................................................................................................................................3
The value of the Enterprise Agreement to your organization

Basic terms ..........................................................................................................................................................................4

How the Enterprise Agreement is structured

Enrollments .........................................................................................................................................................................6
The value of purchasing via enrollments

Software Assurance ...................................................................................................................................................... 12

How Software Assurance works in your Enterprise Agreement

Managing your Enterprise Agreement.................................................................................................................. 13

How to manage your Enterprise Agreement over its life cycle

Resources.......................................................................................................................................................................... 16
Additional resources to help you get full value from your Enterprise Agreement

Glossary ............................................................................................................................................................................. 18
Explanation of key terminology associated with your Enterprise Agreement

FAQ ..................................................................................................................................................................................... 18
Commonly asked questions about your Enterprise Agreement

1
Enterprise Agreement Program Guide

Executive summary
What is this guide?
This program guide provides an in-depth overview of the
Enterprise Agreement and how it works and act as an
ongoing resource to customers throughout the life cycle
of their Enterprise Agreement.

Who is this guide intended for?

• Customers who are considering buying an
Enterprise Agreement and are looking for more
details about how it works.
• Customers who have just bought an Enterprise Agreement and are looking for guidance
on how to manage their agreement over the life cycle of the Enterprise Agreement.
• Customers who have an Enterprise Agreement who have specific questions about aspects
of the agreement.

NOTE: This program guide will be updated periodically. Please check back
frequently to get the latest version.

© 2025 Microsoft Corporation. Microsoft provides this material solely for informational
purposes. MICROSOFT MAKES NO WARRANTEES, EXPRESSED OR IMPLIED, IN THIS
DOCUMENT. Eligibility for Software Assurance benefits varies by offering and region and is
subject to change. Customer should refer to the Terms and Conditions of their Volume
Licensing Agreement for a full understand of their rights and obligations under Microsoft
Volume Licensing Programs. (Publication 03/25)

2
Enterprise Agreement Program Guide

Overview

Enterprise Agreement
The rapid pace of technological change creates both opportunities and challenges for today’s
organizations. This change is driving organizations around the world to make decisions about
whether they’ll embrace the cloud as a reality today, empower the flexible work styles
employees are demanding, or work on a strategy to harness the rapidly growing volume of data
that’s available to help drive business decisions.

Microsoft understands that technology licensing can help or hinder organizations that need the
agility to respond to these technological opportunities. That’s why the Microsoft Enterprise
Agreement offers the best value to organizations that need the agility to respond to these
technological opportunities and want a manageable volume licensing program that gives them
the flexibility to buy cloud services and software licenses under one agreement in response to
the changing technology landscape.

Best value
Maximize your investment in Microsoft technologies with the best pricing and benefits:

Flexible
Respond to the changing technological landscape by accessing the latest versions of cloud and
on-premises software.
• Meet the unique requirements of your organization based on its size and
technology needs.
• Automatically access the latest software and technologies with Software Assurance.
• Choose from Microsoft cloud services, on-premises software, or a mix of both and
migrate on your own terms.

3
Enterprise Agreement Program Guide

Manageable
Streamline license management with a single organization-wide agreement.

• Simplify purchasing with predictable payments via a single agreement for cloud services
and/or software.
• Track purchases centrally and manage licenses with online management tools.
• Manage licensing throughout the life of your agreement with the help of a Microsoft
Certified Partner or representative.

Discount levels for all Enterprise Products and Enterprise Online Services

Discounts – Devices / Users The Enterprise Agreement offers savings ranging

from 15% to 45% off Select Plus pricing.
A 2,399 and below *
* 500 minimum user/device requirement is for
B 2,400 – 5,999
commercial customers. Does not apply to Server and
C 6,000 – 14,999 Cloud Enrollment (SCE). The minimum requirement
D 15,000 and up for public sector customers is 250 users/devices.

Basic terms
Term and structure
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.

4
Enterprise Agreement Program Guide

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
The True-up supports business growth 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.

Agreement structure Built-in savings

The program offers savings ranging from 15% to 45% off
Microsoft Business Select Plus pricing, as well as comprehensive Software
& Services agreement
Assurance (SA) benefits. You get additional savings and
Enterprise Agreement benefits if you buy one or more Enterprise Agreement
Enrollments.
Enterprise Enrollment

Server & Cloud Enrollment New product versions

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.

Step-up availability
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.

Eliminate budget constraints with Microsoft Payment Solutions

Microsoft Payment Solutions helps you expand your IT purchasing power and improve cash
flow with easy, flexible and affordable payment plans. Predictable payment solutions allow you
to align payments and expenses to budget, simplify cloud adoption, and focus on your business
transformation. With Microsoft Financing, you can craft a customized payment plan to meet
your needs by selecting from a range of flexible payment options including:

5
Enterprise Agreement Program Guide

Enrollments
Enterprise Agreement enrollments
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.

Enterprise Enrollment:
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.

Server and Cloud Enrollment (SCE):

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

Subscription Enrollment:
For companies that want to subscribe to, rather than buy, Microsoft product licenses.

The Enterprise Enrollment

The Enterprise Enrollment allows committed customers to standardize broadly on the latest
versions of Office, Windows, and/or Client Access License (CAL) Suites. In return for making
an enterprise-wide commitment, you receive a range of benefits, including the best pricing
and terms, user/device or hybrid licensing options, and simplified license management, while
letting you choose whether to deploy cloud services and/or on-premises software across
your organization.

You also have the flexibility to maintain a mix of on-premises and online services to suit user
needs and can move from on-premises licensing to equivalent online services such as the
Microsoft 365 suite as business priorities change. Such organization-wide implementations
help you reduce device and user management and support costs and provide additional
pricing advantages above the Enterprise Agreement’s standard volume pricing levels. Get
additional savings when you buy an Enterprise Platform and Microsoft 365 suite within the
Enterprise Enrollment.

6
Enterprise Agreement Program Guide

Enterprise Enrollment products and platforms

Enterprise Products include on-premises licenses for Microsoft core PC and device products,
namely Windows operating system, Office Professional Plus, and applicable Client Access
Licenses in the form of CAL Suites. With the Enterprise Agreement, Enterprise Products must
be licensed on an organization-wide basis and may be ordered as separate products, or in
groups of products known as the Enterprise Platform (formally ProDesktop). The Microsoft
365 suite is now also available as a User Subscription License (USL) or as an Add-on to the
Enterprise Platform.

NOTE: All Windows operating system licenses provided

Enterprise Platform
per device/hybrid under the Enterprise Agreement are upgrade licenses. This
means you’ll need a base Windows operating system license
Office Professional Plus (either through Original Equipment Manufacturer (OEM) or
Enterprise CAL Suites retail (FPP) purchase) on those devices for which you plan to
use a Windows upgrade license. You can now choose to
Windows Enterprise upgrade to Windows Enterprise operating system.

NOTE: With either Desktop Platform you may add the Microsoft Desktop Optimization Pack
(MDOP) to help streamline deployment and device management as part of your Software
Assurance benefits

CAL Suites
A Client Access License (CAL) grants access to certain Microsoft server software. CALs are used in
conjunction with Microsoft server software licenses to allow users and devices to access and
utilize the services of that server software.

When you license CAL Suites through your Enterprise Agreement, you do so on an
organization-wide basis.

You can acquire the Enterprise CAL Suites upfront or as a “Step-up” from the Core CAL Suite.
Also, if you acquire CAL Suites through an Enterprise Agreement you have Software Assurance,
so you can update your CALs as you update your Server products to help ensure proper
licensing alignment.

7
Enterprise Agreement Program Guide

Enterprise CAL Suite

Exchange Server 2019 SharePoint Server Enterprise

Enterprise CAL with Services * CAL – Subscription Edition

Advanced Threat Analytics

2016

* Includes Data Loss Prevention and Exchange Online Protection

Core CAL Suite

Exchange Server 2019 SharePoint Server Standard

Windows Server 2025 CAL
Standard CAL CAL - Subscription Edition

Microsoft Endpoint
Skype for Business Server Configuration Manager System Center Endpoint
2019 Standard CAL (Formally System Center Protection 1606
Configuration Manager CML)

Server and Cloud Enrollment (SCE)

SCE is an enrollment under the Microsoft Enterprise Agreement that enables you to standardize
broadly on one or more key server and cloud technologies from Microsoft. In exchange for
making an installed-base commitment on one or more components of Server and Cloud
Enrollment, you receive the best pricing and terms, plus other benefits including cloud-
optimized licensing options and simplified license management.

8
Enterprise Agreement Program Guide

Best value:
Get the best pricing and terms for server and cloud products, including discounts on new
licenses and Software Assurance. You get full Software Assurance benefits for all deployed
licenses, including new version rights.
Manageable:
Take advantage of simplified licensing management through standardization to streamline
overall deployment and management. SCE also offers standardized terms, conditions, and
discounts as well as a standardized management platform across on-premises and
Microsoft Azure when you commit to the Core Infrastructure Suite (CIS) in SCE.

SCE components:

Core Application
Developer Platform Microsoft Azure
Infrastructure Platform

SQL Server
(minimum of 50 • Visual Studio
Cores or 5 Enterprise
Server+CAL • dio Test
licenses with 250 Professional, and
CIS SKUs
User and/or MSDN Platforms
(Windows All Microsoft Azure
Products Device CALs), (minimun of 20
Server + Cloud Services
BizTalk (minimum subscriptions of
System Center)
of 24 Cores of any either products or
edition), and a combination of
SharePoint
all 3)
(minimum of 5
Server)

CIS coverage
for all Windows • Available
Servers automatically
Full Software
(minimum 400 Full software • Can also be
Requirements Assurance
Cores of either Assurance coverage licensed
coverage
edition or standalone
a combination
of both)

• + Access to Microsoft Azure

9
Enterprise Agreement Program Guide

Additional products
A broad selection of Microsoft products and services are available as Additional Products. This
may be added initially or at any point during the term of your Enrollment, allowing you to more
easily support departments or divisions with specific needs and still enjoy volume pricing
advantages and an annualized payment option.

Additional Products may include device-based licenses, user-based licenses, cloud services,
professional services, and other licenses that support your IT environment, such as CALs.

Commitment on use
Commitment on Use Rights provides you with the added security of knowing exactly what the
user rights are for the products you license under your Enterprise Agreement Enrollment(s).
Although Microsoft may change Use Rights from time to time, these changes won’t impact your
Use Rights that are in effect at the time you buy products through your Enterprise Agreement.

How it works
To enroll, an installed-base-wide-commitment, or a monetary commitment in the case of
Microsoft Azure, is required to one or more of the four SCE components. The following are
also required:

Enterprise Agreement:
Although you need to sign an Enterprise Agreement, an Enterprise Enrollment for Desktop
isn’t needed to qualify.

Annuity coverage:
100% Software Assurance or Subscription coverage is required on your installed base for
each product family that you commit to. This includes those licenses that weren’t covered by
Software Assurance when you entered the program.

Learn more about SCE by downloading the SCE Program Guide.

10
Enterprise Agreement Program Guide

Subscription Enrollment

Enterprise Subscription Agreement Enrollment

The Enterprise Agreement includes a Subscription Enrollment option for organizations that want
to subscribe to, rather than buy, Microsoft product licenses.

The Subscription Enrollments provides similar advantages to those of the other Enterprise
Agreement Enrollments and gives you a lower initial cost based on a three-year subscription,
and the ability to increase or decrease subscription counts on an annual basis. This ability to
grow or downsize subscription counts can be attractive, especially if you expect significant
fluctuations in workforce size and IT requirements.

However, unlike the other Enterprise Agreement Enrollments, in which you retain perpetual use
rights for the licenses that you buy, with the Enterprise Subscription Enrollment you gain access
to Microsoft software only for as long as you maintain your subscription. If you decide not to
renew, you relinquish your rights to run the software, unless you choose to acquire perpetual
licenses through the Enrollment’s “buy out” option.

Cloud services
With respect to your Enterprise Agreement, cloud services will typically fall into two classes:
Enterprise Online Services or Additional Online Services. These may be added to your Enterprise
Agreement by using the standard purchasing process, or as in the case of Office 365 and
Microsoft Intune and Enterprise Mobility + Security, by moving users from Enterprise Products
to comparable Enterprise Online Services.

Enterprise Online Services

These are services that are designated as Enterprise Online Services in the Product Terms.
(formally the Product Use Rights). These typically fall in line with existing on-premises Enterprise
Products so that the two may be thought of as equivalents when satisfying organization-wide
licensing commitments and establishing volume pricing levels.

With the Enterprise Agreement you can move select on-premises licenses (Enterprise Products)
to comparable cloud services (Enterprise Online Services) over the life of the Enterprise
Agreement. As an example, you might move workers to cloud services in one division or one
department at a time. To support this move, rules have been established to help you move users
to Office 365 and Enterprise Mobility + Security services, and to help ensure that you don’t pay
twice for similar capabilities.

11
Enterprise Agreement Program Guide

Additional Online Services

These are services that are designated as Additional Online Services in the Product Terms.
Additional Online Services include an array of cloud platform and services that you can buy
through your Enrollments as needed, similar to how you buy Additional Products through your
Enrollments today. An example of an Additional Online service:

• With Microsoft Azure you have an open and flexible cloud platform that enables you
to quickly build, deploy, and manage applications across a global network of
Microsoft-managed data centers. As such, Azure offers a range of cloud computing,
data management, and networking services that utilize consumption-based, per unit
billing models.

Software Assurance
Software Assurance is included with the Enterprise Agreement and provides a range of benefits
to help you take full advantage of your investments in IT. A comprehensive program that
includes a unique set of technologies, services, and rights to help deploy, manage, and use
Microsoft products efficiently, Software Assurance keeps you up to date and ready to respond
quickly to changes, new challenges, and opportunities. For details about the range of Software
Assurance benefits available, visit http://www.microsoft.com/en-us/licensing/licensing-
programs/software-assurance-default.aspx.

Key advantages of Software Assurance include:

• Rights to new software releases and cost-efficient upgrades to help reduce
software and services costs.
• Access to unique technologies and use rights to help support improved
operational efficiency.
• Ways to spread payments over time to help align budgets.

Software Assurance benefits at a glance

Discounts
Microsoft Workplace Discount Program

Support
• Server – Disaster Recovery Rights
• Fail-over Rights
• Flexible Virtualization

12
Enterprise Agreement Program Guide

Deployment and management

• New Version Rights
• Microsoft Desktop Optimization Pack (MDOP)
• Office Online Services and Office Online Server
• Windows Virtual Desktop Access Rights (VDA)
• License Mobility Through Software Assurance
• Windows 10 Enterprise Per-User Add-on availability
• Windows To Go Use Rights
• Office Roaming Use Rights

Managing your Enterprise Agreement

Adding cloud services & products
Throughout your Enterprise Agreement term, you can adjust your Microsoft on-premises
software and cloud services licenses in two ways:

• If you add new users or devices, you can equip them with software and cloud services
that you’re already using and then account for these changes at your next agreement
anniversary through an annual reconciliation process known as True-up.
• If you want new products or cloud services, you can order these through your Microsoft
Reseller at any time during your agreement.

Product Fulfillment through VLSC

The Volume Licensing Service Center has been consolidated into the Microsoft 365 Dashboard and
all Volume Licensing Service Center functionalities can be managed through this portal.

Managing Cloud Services

Although management processes may be modified to accommodate future cloud service
offerings, currently there are three principal ways to manage Microsoft cloud services:
• Use the Microsoft 365 Admin Portal to administer your Office 365, Microsoft Intune,
Enterprise Mobility + Security, and Microsoft Dynamics 365 Customer Engagement Plan
subscriptions. This consolidated portal lets you view your online services subscription
licenses as well as provision and manage individual user accounts and administrative
privileges (for example manage domain re-delegation, directory synchronization, and
single sign-on).

13
Enterprise Agreement Program Guide

• Similarly, you may use the Microsoft Azure Portal to manage your accounts, configure
rules and settings for various Microsoft Azure services, and generate reports.
• User Microsoft Endpoint Configuration Manager (MCEM) to manage both public and
private Microsoft cloud implementations. The comprehensive management capabilities of
MCEM enable it to monitor and manage your entire IT infrastructure stack from
traditional physical servers, virtualized servers, virtual machines, and running workloads,
all the way up to service-based cloud components.

Software Assurance credit

Microsoft may choose to provide Software Assurance credit to address an overlap in Software
Assurance coverage when renewing Software Assurance from one Enrollment or Registration
Form, prior to expiration of that Software Assurance coverage, into a new or existing
Enterprise Enrollment.

As this credit is applied in terms of a discounted price to the Software Assurance under the new
order, a Customer (direct model) or Channel (indirect model) Price Sheet from Microsoft is
required. Furthermore, because Software Assurance credit isn’t programmatic, Microsoft may
choose to not provide credit at its discretion.

Requirements
• Enterprise Agreement Enrollments (perpetual licenses) only
• Microsoft must pre-approve
• You must have at least one month of credit
• Credit is applied for same products/versions only
• Credit cannot exceed 35 months
• Only Software Assurance is credited; License payments aren’t prorated
• No termination of original/initial Software Assurance obligations

How it works
• Microsoft-generated CPS documents pricing
• Amendment required for indirect Enterprise Agreement Enrollments
• Software Assurance prorated monthly based on new Software Assurance net price (After
discounts, if any)
• All credit is applied to year 1 on a per product basis
• Any credit in excess of zero-unit price year 1 is applied to year 2 and subsequently to year
3 if applicable

14
Enterprise Agreement Program Guide

True-up: annual reconciliation

Over the life of your Enterprise Agreement, you can equip additional hardware, devices, or users
with software and online services that you’ve already licensed and then account for these
changes through an annual reconciliation process known as True-up. If you have an Enterprise
Subscription Enrollment, this process is known as an Annual Order, through which you can
increase or decrease your license subscription counts.

Once a year, you’re asked to reconcile your Enterprise Agreement licenses to account for the
total number of licenses that you’ve added in the previous 12 months. This effort culminates in
an order that you place (or an Update Statement that you submit) that reconciles all the
qualified devices, users, and processor units added or used by your organization over the course
of the year. Your annual reconciliation order (or Update Statement) is due 30 to 60 days prior to
your Enrollment anniversary, which helps Microsoft ensure you’re taking advantage of allowable
license transitions or license reductions before issuing your annual invoice (See the Enterprise
Agreement True-up Guide for more information.)

Renewing enrollments
Although Microsoft and customers often talk about renewing an Enterprise Agreement,
technically, renewal decisions are made for individual Enrollments.

Options for renewing your enrollments:

At the end of your three-year Enrollment term, you’ll have the option to renew for another
three-year cycle. Beyond your initial three-year agreement, renewal pricing for on-premises
software licenses is based on Software Assurance only – a moderate percentage of Enterprise
Pricing for on-premises licenses.

If you have an Enterprise Subscription Enrollment, this renewal differs in that renewal pricing for
on-premises software licenses is based on License plus Software Assurance. Furthermore, a
buyout option exists for customers who want to retain perpetual rights to previously licensed
on-premises software.

15
Enterprise Agreement Program Guide

As with the annual reconciliation process, it’s important to work with your Microsoft Account
Representative or Partner to submit your renewal order 30 days before your agreement term
ends to avoid losing valuable licensing rights, continuity of cloud services, and other benefits.

Why True-up
Buy only what you need and use what you have
• When needed, buy additional quantities of software and services at pre-negotiated
pricing and terms.
• Pay only for what you need rather than potentially overestimating what’s needed just to
be safe.
• Reduce procurement costs by issuing only one purchase order a year.

Respond to changing business needs by accessing the latest technologies from Microsoft
when needed
• Respond to business growth by adding or removing* software, devices and users as
needed without having to place individual purchase orders.
• Easily provision new online services as needed through License Reservation and reconcile
annually.
• Optimize your licensing program and plan more strategically for future investments.

Simplify purchasing and license management through a single annual order

• Make an annual self-assessment to identify licenses and services in use and identify new
needs.
• Easily manage compliance by ensuring that licensing is current and accurate each year.
• Work with your account team or Microsoft Certified Partner as they help define the best
solutions for your organization and help manage your agreement.

* Available with the Enterprise Subscription Enrollment

Resources
Online management tools and information
• Designated members of your organization gain access to the following online tools to
use and manage aspects of your Enterprise Agreement.
• Microsoft 365 admin center Use the Microsoft 365 admin center to download all licensed
products, access product keys, and manage your Volume Licensing agreements and
license acquisition activity – all in one online location.

16
Enterprise Agreement Program Guide

Software Assurance benefits

• Most benefits can be accessed through the M365 admin center The Software Assurance
website provides everything you need to know to get started.

NOTE: When you subscribe to Microsoft cloud services, you gain access to online
administration and monitoring tools. See Managing Cloud Services on previous page.

Buying, renewing, or adding to the Enterprise Agreement

• To buy, renew, or add products and services to your Enterprise Agreement, contact
your Microsoft Authorized Enterprise Software Advisor (ESA) or Licensing Solutions
Provider (LSP).
• In the United States, call (800) 426-9400, or find an authorized reseller
• In Canada, call the Microsoft Resource Centre at (877) 568-2495

Academic, government, and charitable organizations

If you’re affiliated with an academic, government, or charitable organization, there are
additional Volume Licensing programs available to you that may include additional partner
and pricing advantages. Visit the Microsoft Industries Website for more information.

Worldwide
For information about Volume Licensing offerings available in your area, find the Microsoft
Volume Licensing website for your country/region.

Where to learn more

• Microsoft Worldwide Volume Licensing: http://www.microsoft.com/licensing
• Microsoft 365: https://www.microsoft.com/en-us/licensing/product-licensing/microsoft-
365-enterprise
• Software Assurance: https://www.microsoft.com/en-us/licensing/licensing-
programs/software-assurance-default

17
Enterprise Agreement Program Guide

Glossary
Please visit the Microsoft Product Terms Glossary website for a complete list of licensing terms.

FAQ
Enterprise Agreement Frequently Asked Questions
What’s the Enterprise Agreement?
The Microsoft Enterprise Agreement offers the best value to organizations with 500* or more
devices that want a manageable volume licensing program that gives them the flexibility to
purchase cloud services and software licenses under one agreement in response to the
changing technological landscape.

* 500 minimum user/device requirement is for commercial customers. Doesn’t apply to Server
and Cloud Enrollment (SCE). The minimum requirement for public sector customers is 250
users/devices.

How is the Enterprise Agreement structured?

The Enterprise Agreement is a three-year agreement, which allows you to forecast software
technology costs up to three years in advance.

What do I buy with an Enterprise Agreement?

With the Enterprise Agreement, you’re able to purchase Microsoft end-user products and
online services as well as server and cloud technologies. Take advantage of enrollments
within your Enterprise Agreement:

• Enterprise Enrollment: Get the best pricing, per user/device or hybrid licensing options,
and simplified license management for end-user technologies from Microsoft.
• Server and Cloud Enrollment (SCE): Get the best pricing, cloud-optimized licensing
options, and simplified license management when you buy one or more server and cloud
technologies from Microsoft.

How much flexibility do I have to make changes to my Enterprise Agreement during

the term?
The Enterprise Agreement gives you the flexibility to add or remove** additional cloud
services and software at pre-agreed terms and pricing to the agreement when needed
without having to report or order each time.

18
Enterprise Agreement Program Guide

** Available with the Enterprise Subscription Enrollment

How do I account for these changes?

The Annual True-up allows you to take an inventory of additional products and services used
during the year without having to report or order each time.

What happens at the end of the three-year term?

At the end of the third year, you’ll work with Microsoft to renew your Enterprise Agreement
for another three years. Renewing a Microsoft Enterprise Agreement gives you the best value
while allowing you to build on existing investments, respond to a changing technological
landscape, and maintain a higher level of engagement with Microsoft.

Can I sign up for an OLS-only Enterprise Agreement?

Yes, you may establish an OLS-only Enterprise Agreement with a minimum of 500
Subscription Licenses for Enterprise Online Services in a single pool.

Must I include all my affiliates under an Enterprise Agreement, or can I select which
affiliates will be part of the Enterprise Agreement for purposes of defining the enterprise?
No. When you purchase Additional Products under an Enterprise Agreement, there are no
minimum quantities required. You may purchase any quantity.

Can I spread payments for my initial order, or do I have to pay for the initial order
all upfront?
For your initial order under your Enterprise Agreement, you have the option to pay for it all
upfront or to pay for it in installments.

When are my True-up orders required?

Your first two True-up orders are required 60 to 30 days prior to your Enterprise Agreement
enrollment anniversary, and your final True-up order is required within 30 days of your
enrollment end date.

If I currently have an Enterprise Agreement with Office, Windows, and Core CAL, and I’m
interested in purchasing some OLS licenses for Office 365 for one department, do I have
to purchase the OLS on an organization-wide basis?
No. In this case you may purchase incremental additional OLS licenses and still maintain your
initial Professional Desktop commitment.

19
Enterprise Agreement Program Guide

When I renew my Enterprise Enrollment, what do I own?

After your final payment(s) has been made for your Licenses and Software Assurance, you’ll
own perpetual licenses to the then-latest version of the software. When you renew, you’ll
then be paying for Software Assurance-only for that license.

What’s the Server and Cloud Enrollment (SCE)?

The Server and Cloud Enrollment (SCE) is a licensing vehicle under the Microsoft Enterprise
Agreement that enables customers to standardize on one or more Microsoft Server and
Cloud technologies. To enroll in an SCE, customers make an installed-base-wide commitment
to one or more components. This means committing to full Software Assurance coverage
across the installed base of an SCE component.

How does SCE work?

Enrolling in SCE requires the following:

• Enterprise Agreement: Although you need to sign an Enterprise Agreement, an

Enterprise Enrollment for Desktop isn’t needed to qualify.
• Annuity Coverage: 100% Software Assurance or Subscription coverage is required on
your install base for each product family that you commit to. This includes those licenses
that weren’t covered by Software Assurance when you entered the program.

With SCE, the following occurs:

• For licenses with continuous Software Assurance coverage, Software Assurance can be
renewed upon entrance to the program at a discount.
• For the licenses that didn’t have Software Assurance, you can subscribe to the most
current version of the product.
• For incremental licenses bought during the agreement term, you receive additional price
savings on L&SA.

If I have existing licenses without Software Assurance, how should I add those into the
SCE Agreement?
For all licensed deployments of products that must be covered as part of an installed-based
commitment to SCE that aren’t current with software Assurance, you can choose to add them
as subscription or to add them as L&SA at signing.

20
Enterprise Agreement Program Guide

How is subscription different than traditional L&SA?

Subscription options in SCE are available for the components that require an installed-base
commitment. If workloads are retired or moved to the cloud, subscriptions license quantities
can be reduced annually. Within a selected component, you can selectively choose to
own/maintain perpetual units with full term commitments of three years or have some as
subscription.

Can I buy a subscription for new units?

Yes, you can select whether units you add at signing of SCE or license at True-up (based on
deployments) will be subscription or perpetual (L&SA). You can choose based on your
individual workload requirements.

© 2025 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT
MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. This information is provided to help guide
your authorized use of products you license; it is not your agreement. Your use of products licensed under your
volume license agreement is governed by the terms and conditions of that agreement. In the case of any conflict
between this information and your agreement, the terms and conditions of your agreement control. Prices for
licenses acquired through Microsoft resellers are determined by the reseller.
Publication date: March 2025

21