LSP Fundamentals

for NZ and India

(Day 1)

Partner Business Management Team in

APOC

November 2021

Today’s Call Format

Live recorded broadcast with questions throughout..

Please use the chat window for question submission and our facilitators will

endeavor to respond to all. Will have time at the end for Q&A.

We will start soon – allowing for participants to join

The Presentation for today’s call is available as an attachment

Poll question at the end of the call, please take time to provide feedback

Agenda

LSP Fundamentals1 Onboarding

LSP New Partner Onboarding - LSP

On-Demand TrainingLPS On Demand Training for New Partner

2 FundamentalsLSP Fundamentals March 2021

(eventbuilder.com)

2021 March

Module 1 - Introduction

• Introduction to the ROCs

• Partner Contract Review

Module 2 - Programs Review

• VL Overview

• EA Agreements & Ordering Scenarios

• Select Plus Agreement & Ordering Scenarios

• Education & Ordering Scenarios

• MPSA

Module 3 - System and Tools Review

• PCN

• Explore.ms

• eAgreements

• MVLPC (MPSA)

• Partner Self-Serve (EA/EAS/SCE)

Module 4 - Additional Processes

• CICR

• COCP

• License Transfer

• Additional Process (MILO, EPT)

• Updates Channel Partner Contact Information

Appendix

• Support & Escalation Path

• Microsoft Acronyms

3 FundamentalsLSP Fundamentals August 2021

(eventbuilder.com)

2021 August

Module 1 - Volume Licensing Program Overview

• Program Overview

• Public Customer Number

Module 2 - Systems & Tools Overview

• Systems & Tools Overview

• CLT

Module 3 - Agreement Lifecycle

• EA Agreement Lifecycle

• EA Compliance and Update Statement

• Price List

• Order Type

• Order & Credit Tools

• OLS - License Reservation

• OLS - License Reduction

• Credit & Adjustment

• Extended Period Term (EPT)

• Renewal & Extension

• MS Initiated Late Order (MILO)

Module 4 - Additional Processes

• Update Partner Contact Information

• Contact Information Change Request (CICR)

• Change of Channel Partner (COCP)

• Operational Engagements

Appendix

• EES Education Program

• EES Agreement Structure & Ordering

• Select Plus Agreements

• Select Plus Agreement Structure & Ordering

• MPSA Program

• MPSA Agreement Structure

• MS Readiness

• Program Overview Matrix

Onboarding &

Fundamental Materials

As the first step of

learning for VL operation

and program, MS has

provided the on-demand

training materials for LSP

partners

Programs Overview

Perpetual license:

organization owns the

license and can use the

software throughout the

term of the Volume

Licensing agreement

and forever afterwards.

Subscription (non-

perpetual) license:

the organization can

only use the software

throughout the term of

the Volume Licensing

agreement.

LSP Fundamentals Guided Path

Programs Overview: Enterprise

Public Customer NumberTo gain access to the various Microsoft systems and tools Microsoft provides to do business, PCN and SAP and MPN numbers are required. These

are assigned to partners during their initial onboarding process and stay with them during the life of their association with Microsoft.

Name Purpose System

PCN

(Public Customer Number)

Used in multiple system as a unique Identification Number for

Entity or Contact.

*Organization PCN - Number for Customer or Partner

Organization

*Contact PCN - Any Employee or Individual User in

Organization

explore.ms

eAgreements (VLCM)

POET

Volume Licensing Service

Center (VLSC)

SAP Number

Used in SAP as the Partner Account Number.

Mainly, it is provided for financial/payment purpose, such as

different kinds of invoices.

SAP, MVLPC

MPN

(Microsoft Partner

Network)

Unique number to receive for organizations when you enroll

MPN program. There are virtual ID (global – initially set up) and

location ID which created and granted access by global admin.

Partner Center

If you have questions about the PCN and SAP Account Number for your organization, please log a case via the Call Logging Tool (CLT) on Explore.ms.

Systems & Tools OverviewName of Tool Type Why do you need this Link of Tool Readiness

Explore.ms* Operation

Repository of most forms and resources to specific programs and

reports- Agreements, Order, license confirmation details and Products

/ Prices. It contains shortcuts to many of the Tools.

explore.msSystem and Tools Onboarding -

Explore.ms (microsoft.com)

CLT (Call Login Tool) OperationCase management Tool for Partner communication regarding the

Program and Operation related inquiries.

https://clt.partners.extranet.microsoft.co

m/clt/

System and Tools Onboarding - Call

Logging Tool (CLT) (microsoft.com)

eAgreements (VLCM)* Agreement

Agreement PKG Creation Tool for partner to submit agreements

electronically except Open License, School & MPSA. Enable to submit

the Update Statement (Zero Usage Report) under EA. Enable to

request COCP for some scenarios.

https://eagreements.microsoft.comHow to use the eAgreements tool

(microsoft.com)

Partner Self-Serve (PSS) * Portal Partner Quotes, Partner Order Entry Tool (POET) & VL Credit Tool. Partner Self-Serve (microsoft.com) ---

Partner Quotes (PQ) CPS Creation Under Partner Self-serve. CPS Creation by partner for Enterprise deals.https://emsl.partners.extranet.microsoft.

com/MSLicense/Login.aspx

Using the Partner Quotes tool

(microsoft.com)

Partner Order Entry Tool (POET) OrderUnder Partner Self-serve. Order entry tool for EA ordering scenarios,

like EA True-up and EAS Anniversary order.

https://emsl.partners.extranet.microsoft.

com/MSLicense/Login.aspx

Guide to using the Partner Order Entry

Tool (POET) for EA, EAS, and USG

(microsoft.com)

VL Credit Utility ReturnUnder Partner Self-serve. All VL Program except MPSA.

Credit Requests & Future Billing Cancellation.

https://emsl.partners.extranet.microsoft.

com/MSLicense/Login.aspx

VL credit request utility within Partner

Self-Serve (PSS) (microsoft.com)

Volume Licensing Service Center

(VLSC)

License

InformationCustomer Portal and System for License Management

https://www.microsoft.com/licensing/ser

vicecenter

VLSC Training & Resources | Microsoft

Volume Licensing

Microsoft Operation Readiness* Operation Ops Program Reference and Ops Communications. Operations Readiness (microsoft.com)Operations readiness resource gallery

how-to guides (microsoft.com)

Volume Licensing Partner Center

(MVLPC)Operation

Operations Portal for MPSA - Sale Package, Ordering, Returning, &

Search/Validation and data reporting.

https://licensing-

perf.microsoft.com/Partner/Portal/Hom

e

Reporting topics for the MPSA Program

(microsoft.com)

Call Logging Tool (CLT)

Log in through

explore.ms or direct linkSubmit a request

Escalate via BOT Tool

OR

type the word ESCALATE in your

email body of the response

received under the CLT. *

CLT Public Home

Call Logging Tool (CLT)

Reference the CLT Taxonomy Reference Sheet for the best use when submitting your request.

Type - 'Inquiry’ it’s the default and most used option to

require anything from ops.

Type - Transaction' is used with intention to process

documents/transactions. For example: METEAOP,

digitalized contract signed physically, Update Statement.

Operations Readiness resource gallery: LSP Fundamentals Collection

This collection contains resource materials for Enterprise, Select Plus,

Education solutions, and Microsoft Products and Services Agreement

(MPSA) programs to understand the fundamentals of LSP partner

programs.

LSP Fundamentals Readiness Links for Agreement, Tools and

SupportMaterials for

Agreement, Tools and

Support

It is very important to

understand the basic

operation how to create

VL PKG via eAgreements

(VLCM), how to use the

VL tools, and how to

request the proper

support as LSP partners.

1 Agreement Microsoft Licensing AgreementsOffering of multiple Microsoft Agreement

options

2 Agreement Enterprise Agreement | Microsoft Volume LicensingBasic Offering Informaiton for Enterprise

Agreement

3 Agreement Creating Enterprise Agreement (EA) contracts for signature (microsoft.com) EA PKG Creation Process via eAgreements

4 AgreementHow to complete the Volume Licensing (VL) Program Signature form

(microsoft.com)VL Program Signature Form

5 Agreement Agreements topics for the Enterprise Program (microsoft.com)Additional resources for managing Enterprise

Agreement

6 Agreement Agreements: Create a new EA for a New Customer On-Demand Content

7 Agreement Agreements: Customer Electronic Signature Process in eAgreements On-Demand Content

8 Agreement Agreements: How to print documents from eAgreements (VLCM) On-Demand Content

9 AgreementOrder price and future pricing tables for Enterprise Agreement

(microsoft.com)CPS Guide with Video

10 Tool Explore.ms: Download a Pricelist On-Demand Content

11 Tool Explore.ms: Future Billing Reporting On-Demand Content

12 Support Agreement/Order: Checking your Agreement or Order Status On-Demand Content

13 Support Support: Create a CLT On-Demand Content

14 Support Support: Understanding the Call Logging Tool (CLT) 3 strike rule On-Demand Content

15 Support Support: Using Escalation or Reactivation BOT On-Demand Content

Enterprise (EA/EAS/SCE) Agreement Life Cycle

LSP Fundamentals

Partner Agreement StructureChannel Agreements is made of 3 parts:

Microsoft Channel

Partner

Terms and Conditions

for Resellers (Evergreen)

Channel Partner

Authorization (Reseller)

Addendum for

Microsoft Direct

Enterprise Agreement

Software Advisor

Program (optional)

Program Guides

Channel Agreement

Quote

Agreement

Orders

1st Year Anniversary

True-up (TUP) – EA/SCE

Zero Update Statement

Renewal / Extension /

Buyout

Online Services

Annual Order– EAS

Credit & Adjustments

Price List

POET

METEAOP

LSP Fundamentals

Initial QuotingHere you work with the field and end-customer to negotiate.

• Channel Price Sheet / Customer Price Sheet

• Product Selection Form

• Amendment Proposals (depend on negation)

Customer/Channel

Price Sheet (CPS)

• Used to place an initial order

for products for the customer

under an enrollment

• Must be submitted with the

enrollment when submitting to

Microsoft

Type of CPS (microsoft.com)

Order price and future pricing tables (microsoft.com

Product Selection Form

(PSF)

• Captures customer’s Qualified

Device and User counts

• Identifies customer’s Enterprise

products and Enterprise Online

Services products selection

• Establishes customer’s price level

• For SCE, the form needs to be

created and uploaded manually.

Completing the Product Selection

Form (microsoft.com)

Amendments (if

applicable)

• There may be need to establish

additional terms and conditions

not covered by the standard

paperwork.

• Standard amendments are

posted in explore.ms for partner

use

• Partner commercial executive (P-

CE) have access to extra

amendments)

• Amendments provided by CE

contain proposal ID

Channel Agreement

Quote

Agreement

Orders

1st Year Anniversary

True-up (TUP) – EA/SCE

Zero Update Statement

Renewal / Extension /

Buyout

Online Services

Annual Order– EAS

Credit & Adjustments

Price List

POET

METEAOP

LSP Fundamentals

Enterprise Agreement Structure

Customer/Channel

Price Sheet (CPS)Product Selection Form

(PSF)

Amendments (if

applicable)

MBSA

Enrollment

Master

Agreement

• Sets out the high-level terms and conditions

• “Evergreen” agreement

• Uxxxx

• Sets out the core terms and conditions under the required program

• Perpetual

• Exxxxxx

• Establishes the basic information that your organization can use to buy product

licenses under the Enterprise Agreement

• Defines purchasing requirements & purchase details

• Identifies the Enrolled Affiliate, included Affiliates, specific Enrollment contacts,

and the LSP

• Different enrollments for different programs

Supplemental

Documents*

* As rquired e.g. Multiple Prior

enrollment form, Additional

contacts forms etc. e

Program Signature Form

Enterprise Agreement compliance (microsoft.com): 13:12

Channel Agreement

Quote

Agreement

Orders

1st Year Anniversary

True-up (TUP) – EA/SCE

Zero Update Statement

Renewal / Extension /

Buyout

Online Services

Annual Order– EAS

Credit & Adjustments

Price List

POET

METEAOP

LSP Fundamentals

Enterprise Agreement: Package Creation

Some scenarios (ex.: Government Partners Agreement) are not supported by eAgreements. Download the forms

through explore.ms and submit via CLT.

Channel Agreement

Quote

Agreement

Orders

1st Year Anniversary

True-up (TUP) – EA/SCE

Zero Update Statement

Renewal / Extension /

Buyout

Online Services

Annual Order– EAS

Credit & Adjustments

Price List

POET

METEAOP

Partner creates

agreement package in

eAgreements smart

client

Partner sends package to

customer for signing

2 Options – electronic /

physical signature

If electronic signature –

customer signs package

in eAgreements web page

and is automatically

submitted to ROC for

processing

If physical signature –

customer signs package

and provides to Partner

to send to ROC for

processing through CLT

ROC receives package

and processes using

the eAgreements web

page

Agreement activated

Customer receives

welcome mail

LOGIN

How to use the eAgreements tool

Avoiding defects when submitting agreements

Printing an agreement via eAgreements

Create and submit your contract package through eAgreements (VLCM) tool. The guide below goes in depth about each specific

document and scenarios. Watch end-to-end walkthrough video in this site Please review: Creating Enterprise Agreement (EA)

contracts for signature (microsoft.com)

Creation of Enterprise Agreement (EA)

Package

Direct Model

– It will be included CPS in Program Signature Form

Indirect Model

– It will not be included CPS in Program Signature

Form

Additional Processes

• Change of Partner Contact Information

• Contact Information Change Request (CICR)

• Change of Channel Partner (COCP)

• License Transfer

• Operational Engagements

LSP Fundamentals Readiness Links for Additional Processes

1 Operation Additional Processes Essential Operation under VL Programs

2 Operation How to update partner contact information Add and update Partner Contact Information

3 Operation Additional Process for partners - Changing Contact Information (CICR) CICR scenarios, process and submission via eAgreements

4 Operation Additional Process for partners - Change of Channel Partner (COCP) Process of Change of Channel Partner (COCP)

5 Operation Entity change name execution process Entity Name Change Process

6 Operation Additional Process for partners - License Transfer and Name Change Entity Name Change, Novation, License Transfer

7 Operation Transfer of Microsoft License Agreements Guidelines Guide for License Transfer

Materials for

Additional Processes

There are many

additional Processes

under VL Operation and

LSP Partner will need to

support and manage the

agreement/VL related

information based on the

request from End

Customer.

LSP Fundamentals Update Partner Contact Information

Update Partner

Contact Information

Change of Channel

Partner (COCP)

Partners can update, add and remove contact information from Microsoft’s

records by submitting a completed Global VL Partner Contact Change form via the

Call Logging Tool (CLT).

Additionally, submit a CLT to find out your organization’s Contact Information we

have stored in Microsoft

Role Type of communication received

Ops Comm contact All official global operations communications

Operations Transaction contact All transactions and orders

Channel Incentive contact Official incentive communications

Submit a CLT to find out the Contact Information for you Partner Organization. Make sure it is up to date.

Additional processes

Changing Contact

Information (CICR)

How to update partner contact information

LSP Fundamentals Contact Information Change Request (CICR)

Update Partner

Contact Information

Changing Contact

Information (CICR)

Change of Channel

Partner (COCP)

Customers frequently need to change their contact information on VL Agreements. Request the contact change

through the Contact information Change Request (CICR) form.

For Scenarios not supported in eAgreements, the CICR Form is available for download from

explore.ms > Enterprise > Forms. Only CICR requests classified as ‘Manual’ will be processed by the ROC. CLT

Submissions which are fully supported by eAgreements will be rejected.

Scenario Supported eAgreements Manual

Program

CICR on: EES,EA,EAS, GGWA, ISV, Open Value, Open Value

Subscription, Schools, Select, Select Plus, SPLA, US Gov

Supported

Accepted

for unsupported

participant or

feature

Remove and Assign Participant Role

Notices, Contact, and Online Admin, Primary Contact, Online

Administrator, 24x7 Unlimited Support Contact, Government

Agency, Additional Electronic Notices Contact, Customer Support

Manager

Supported

Accepted

for unsupported

participant or

feature

Remove and Assign participant Roles

Online Administrators, Online Service Manager, License Position

Viewer, SA Benefits Administrator, Download, Key Viewer, MSDN

Administrator

Supported

Accepted

for unsupported

participant or

feature

*More scenarios and details in Readiness

Additional processesCICR Readiness

LSP Fundamentals Change of Channel Partner (COCP)

Update Partner

Contact Information

Change of Channel

Partner (COCP)

The Change of Channel Partner (COCP) process allows the customer to change their partner of record for their

Enrollment.

COCP becomes effective:

• EA after 90 days

• EES after 30 days

Early COCP is supported provided previous reseller and new reseller sign the “Early Change of Channel Partner”

form and no orders are impacted

The Early COCP form does NOT have to come with the COCP form. It can be submitted separately after the COCP

form has been submitted, but it cannot be accepted before the COCP form.

Taxonomy

Step 4: Transaction

Step 5: Amend Licensing Agreement

Step 6: Change in Terms & Conditions

The COCP form must be sent to Microsoft no later than 10 calendar days of the Customer signature date,

otherwise it will be automatically rejected.

Additional processes

Changing Contact

Information (CICR)

COCP Readiness

License Transfer

License Transfer - Overview

License Transfer - Acceptance Criteria

Operational Engagements

Monthly Enterprise Community

Q&A Sessions

Partner Sentiment Survey

Enterprise Community Q&A calls are dedicated to assist Enterprise partners with questions related to launches and upcoming changes. For your convenience, community collections are made available ahead of time in the partner readiness gallery where you can review launch material that will be discussed on the Q&A call.

Register here:Global Enterprise (eventbuilder.com)

Partners can drive change by participating in the

regular Operations PSS to provide feedback on

their experiences working with Microsoft

Operations teams.

Sign Up here:

Partner Sentiment Survey Sign-up Form

(microsoft.com)

Communities Enterprise

VL

Strategic Products

System & Tools

CSP

Thank you for joining our Session

We would love to hear your feedback and your suggestions for topics to cover in

future calls.

Please let us know by following this LINK

Q&A

Appendix: How to Download the Readiness Material from Event Builder

You will be able to check this recording session and provided Materials from Event Builder after this session.

Step 1 : Access to the Event Builder from the below link

and log into this specific session after your registration.

VL Fundamental Training Sessions for LSP Partners in New

Zealand and India

Step 2 : Please click the icon of Paper Clip Mark at the

bottom left and download the attached file for this session.

Appendix

readiness link

readiness link

readiness link

readiness link

readiness link

EES Education Program

Enrollment

Agreements

Ordering

Introduction

Partner Program

Guide

• Provides subscription licensing for primary/secondary and higher educational institutions with more than 1000 users

• Simplifies licensing of Education Platform Products (EPPs) organization wide through annual count of users known as EducationQualified Users

• Offers education customers the flexibility to order additional products at any quantity

EES Agreement Structure & Ordering Scenarios

EES enrollment

Amendments

(if applicable)

CASA

Program Signature

Form

Select Plus Agreements

Effective July 1, 2016, in markets where the MPSA is available, Microsoft will stop

accepting new orders and Software Assurance renewals through existing commercial

Select Plus agreements at the next agreement anniversary date. This retirement does

not apply to government and academic Select Plus agreements.

Select Plus Academy its complete guide end to

end how to manage Select Plus here

Select Plus Agreement Structure & Ordering scenarios

MBSA

Lead Affiliate

Agreement

Additional Affiliate

Registration

Additional Affiliate

Registration

Additional Affiliate

Registration

Select Plus

Agreement

Program Packs are downloadable from

Explore.ms > Select Plus > Agreements

Program Signature Form

MPSA Program

› Introduction to MPSA agreements readiness link

› Microsoft Products and Services Agreement (MPSA) Ops essentials readiness link

› Agreements topics for the MPSA Program Collection Link

› Sales Packages topics for the MPSA Program Collection URL

› Orders topics for the MPSA Program Collection Link

› MPSA pricing and billing FAQ readiness link

› Reporting topics for the MPSA Program Collection URL

› MPSA Program Partner Guide readiness link

MPSA (Microsoft Products & Service Agreement) is an evergreen Master Agreement

• Allows customer to purchase OLS, Software and Software Assurance through same agreement

• For customers with 250 or more users

• Aimed at transactional customers purchasing licenses on adhoc basis

• Purchasing accounts may be set up to reflect the way organization want to buy licenses

MPSA Agreement Structure

MPSA Master Agreement

Registration Form (Purchasing

account)

Program Signature Form

Microsoft Readiness

Operation Readiness Site - Operations Readiness | Resources (microsoft.com)

Learn how to use it - Operations readiness resource gallery how-to guides (microsoft.com)

EA/ESA/SCE

(EA)Select Plus MPSA

EES

(Academic)

School

(Academic)

OV(Open

Programs)

OVS-ES

(Academic)(Open

Programs)

OVS(Open

Programs)

Open

License(Open

Programs)

ISV SPLAGGWA/

GGS LO

GGWA/GGS

SMO/ACAD

Channel

ModelLSP LSP LSP LSP

LSP (ex

JP/KR),

Disti

JP/KR/IN

Disti Disti Disti Disti Disti SPLA Reseller LSP Disti

Term

3 years Evergreen Evergreen 1 or 3 years 1 year or 3

years

(+5 years for

Japan)

3 years 1 or 3 years 3 years

(1 year for

Govt)

2 years 3 years 3 years One-time One-time

Minimum

Purchase

500 seats

(*except SCE –

refer Product

Selection

Form)

500 points 250 points

1,000 FTE /

Knowledge

Worker (KW)

Min varies by

region

(10 devices for

Japan)

5 Desktops

(3 desktops

Japan)

1 for OLS only

5 FTE

(3 FTE (KW)

for Japan)

5 Desktops

(3 desktops

Japan)

1 for OLS only

5 licenses

(3 Licenses for

Japan)

1 for OLS only

Per Reporting Per Reporting

250 licenses

(100 for

emerging

markets)

5 licenses

(3 licenses

Japan)

Payment

EA/EAS

Ent wide

commitment

offer for 3

years

SCE:

Varies by

product.

Pay as you go

approach for

software only

based on the

order date &

Usage Date

Pay as you go

approach for

software and

services based

on the order

date & Usage

Date.

Subscription

offer for

customers

covering

entire

organization

through an

annual

employee

count or KW

Subscription

offer for

customers

covering

entire

organization

through an

annual device

count

Pay as you go

approach for

software and

services for

Organization

wide or Non

Organization

wide with

annual base.

Subscription

offer for

customers

covering

entire

organization

through an

annual

employee

count or KW

Subscription

offer for

customers

covering

entire

organization

through an

annual

employee

count

Pay as you go

approach for

software and

services for 2

years prepay.

Post Pay

approach for

software via

Monthly

Reporting

from ISVr

Post Pay

approach for

software via

Monthly

Reporting

from Hosters

One-time

legalization of

existing

Window

installed

Pay as you go

approach for

software for 2

years prepay

Student

option x x x x

License Only No Yes Yes No No Yes No No Yes

Price

Discount

Approach

Amendment AmendmentVia System

(Concession)Amendment Amendment Special Deal Special Deal Special Deal Special Deal Amendment Amendment

GGWA

Pricing

Empowerme

nt

Special Deal

Support

COCPYes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes No

Program Overview Matrix

Note: Terms might differ in some Regions

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