Creating Service Plans for Perpetual Software Licenses

For every perpetual software license that you are going to provide, you must create a separate service plan.

Before creating service plans for perpetual software licenses, consider the following:

• Each Office 365 application instance must have its own set of resources, service templates, and service plans.
• It is not possible to upgrade from one perpetual software license to another perpetual software license.
• A service plan for a perpetual software license must be based on a specific service template that contains resources of perpetual software licenses (see Creating a Service Template for Perpetual Software Licenses for details).
• In a service plan for a perpetual software license, the Office 365 (Perpetual Software License) service terms must be specified in the Service Terms setting (see Creating Service Terms for Perpetual Software Licenses for details).

• If you need to send your customers email notifications about Office 365 subscription provisioning, either use the Welcome e-mail - Office 365 system notification template or prepare your own notification template. Then, specify it in the Notification About Service Provisioning setting of this service plan. Please refer to the Billing Provider Guide to learn more about notification templates and their configuration.

  Note: The contents of a notification template are the same for both CCP v1 and UX1 for Customers.

• A customer account can be subscribed to several Office 365 service plans. However, only one organization is created in the Microsoft cloud for this customer account. This enables customers to use licenses from different subscriptions.

To create a service plan for a perpetual software license, use the example below as a template.

Visio Professional 2019

• Service Template: Office 365 (Perpetual Software Licenses)
• Service Terms: Office 365 (Perpetual Software Licenses)
• Billing Model: Charge Before Subscription Period
• Billing Period: 3 Years
• Set Recurring Prices per: Billing Period
• Auto-Renewal: Disabled
• Notification Schedule: empty

• Subscription Period:

  • Trial: No
  • Period: 3 Years
  • Setup Fee: $0.00
  • Recurring Fee: $0.00
  • Non Refundable Amount: $0.00
  • Full Refund Period (days): 30
  • Notification Schedule: empty

• Resource Rates

  • Visio Professional 2019

    • Show in Store: Yes
    • Inc. Amount: 0
    • Min Amount: 1
    • Max Amount: -1 (Unlimited)
    • Setup Fee: $528.00
    • Recurring Fee: $0.00
    • Setup / Charge Per Unit: Yes
• Upgrades: empty

Important: You must take the actual value for the Full Refund Period (days) setting from your Microsoft Partner Agreement (MPA).

Note: To obtain detailed instructions on how to configure OA Billing to sell resources, refer to the Billing Provider's Guide.