Creating Service Plans for Recurring Licenses and Add-ons

For every recurring license that you are going to provide, you must create a separate service plan. If a recurring license has a trial recurring license, you must create an additional service plan for this trial recurring license. See Examples of Office 365 Service Plans for Recurring Licenses and Add-ons to view a complete example of a resource configuration for recurring licenses and add-ons.

Before creating service plans for recurring licenses and add-ons, consider the following:

  • Each Office 365 application instance must have its own set of resources, service templates, and service plans.
  • 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.
  • There are two groups of recurring licenses and add-ons in the Microsoft cloud: recurring licenses and add-ons that support only monthly billing frequency, and recurring licenses and add-ons that support both monthly billing frequency and yearly billing frequency. For recurring licenses and add-ons of the first group, you can create service plans with only monthly billing periods (the Billing Period setting is set to Monthly). For recurring licenses and add-ons of the second group, you can create service plans with monthly billing periods (the Billing Period setting is set to Monthly) and yearly billing periods (the Billing Period setting is set to either Yearly or Custom <a number of years> Year(s)). Note that Microsoft did not release new separate yearly recurring licenses and add-ons, only enabled yearly billing frequency for some existing recurring licenses and add-ons without changing their Offer IDs. You can see recurring licenses and add-ons that support yearly billing frequency in your product catalog.
  • A customer account must not be subscribed to Office 365 service plans that contain incompatible recurring licenses because the corresponding provisioning tasks will fail. To resolve this problem, you must cancel these tasks and remove the incorrectly created subscriptions. To obtain the compatibility rules for recurring licenses and add-ons, see your product catalog.

  • Recurring licenses and add-on recurring licenses have parent-child relations: an add-on recurring license has parent recurring licenses, which, in turn, may have their own parent recurring licenses, and so on, up to top-level recurring licenses; a customer tenant can be subscribed to an add-on recurring license only if this customer tenant has subscriptions to all necessary ancestor recurring licenses of this add-on recurring license, starting from a parent recurring license and ending with a top-level recurring license. If you need to provide your customers with an add-on recurring license within a service plan, you must create not only a resource rate for the Office 365 Add-on Recurring License resource of this add-on recurring license, but also resource rates for Office 365 Recurring License and Office 365 Add-on Recurring License resources of all necessary ancestor recurring licenses.

  • The configuration of service plans for some recurring licenses differs from the configuration of service plans for the other recurring licenses. Some licenses listed in the recurring license product catalog are one-time payment licenses. For instance, see Microsoft 365 A1.

    A service plan for such a recurring license must be the following:

    • It must have one six-year subscription period.
    • Auto-Renewal of this service plan must be set to Disabled.
    • In the subscription period of this service plan, Setup Fee must be set to <number of included seats> * <price per seat>, and Recurring Fee must be set to 0.00.
    • It must have one resource rate for this recurring license.
    • In this resource rate, Inc. Amount, Min Amount, and Max Amount must be set to <number of included seats>, and Setup Fee, and Recurring Fee must be set to 0.00.
    • Because such recurring licenses do not support quantity upgrades, several service plans with different included amounts must be created. For example: Microsoft 365 A1 (1 license), Microsoft 365 A1 (5 licenses), and so on. If customers need more Microsoft 365 A1 seats, they can buy more subscriptions to Microsoft 365 A1 service plans.

To create a service plan for a recurring license, perform the following actions:

  1. Create this service plan based on the service template that you created for recurring licenses and add-ons (see Creating a Service Template for Recurring Licenses and Add-ons for details).
  2. In the Service Terms setting of this service plan, specify the Office 365 (Recurring Licenses and Add-ons) service terms that you created for recurring licenses and add-ons (see Creating Service Terms for Recurring Licenses and Add-ons for details).

  3. 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.

  4. Add a resource rate for the Office 365 Recurring License resource of this recurring license. Make sure that a positive value is specified in the Inc. Amount field of the resource rate. Also, make sure that Show in Store is set to Yes.
  5. Add resource rates for the required Office 365 Add-on Recurring License resources. Make sure that Show in Store is set to Yes. Note that you must use your product catalog to obtain information about the permitted combinations of recurring licenses and add-ons.

After you create all service plans that you need, specify allowed upgrade paths for these service plans. Note the following before configuring allowed upgrade paths:

  • You must use your product catalog to obtain information about possible upgrades from one recurring license to another recurring license.
  • Upgrades between recurring licenses with different billing frequency are not allowed.

For example, create the following service plans:

Office 365 Business Premium

  • Service Template: Office 365 (Recurring Licenses and Add-ons)
  • Service Terms: Office 365 (Recurring Licenses and Add-ons)
  • Billing Period: Monthly
  • Subscription Period: Not Trial / 1 Year / $12.50 Recurring Fee

  • Resource Rates

    • Resource / Inc. Amount / Max Amount / Recurring Fee: Office 365 Business Premium / 1 / 300 / $12.50
    • Resource / Inc. Amount / Max Amount / Recurring Fee: Office 365 Extra File Storage (1 GB) / 0 / Unlimited / $0.20
    • Resource / Inc. Amount / Max Amount / Recurring Fee: Exchange Online Archiving for Exchange Online / 0 / Unlimited / $3.00
    • Resource / Inc. Amount / Max Amount / Recurring Fee: Exchange Online Advanced Threat Protection / 0 / Unlimited / $2.00
  • Upgrades: empty

Office 365 Business Premium Trial

  • Service Template: Office 365 (Recurring Licenses and Add-ons)
  • Service Terms: Office 365 (Recurring Licenses and Add-ons)
  • Billing Period: Monthly
  • Subscription Period: Trial / 30 Days / $0.00 Recurring Fee

  • Resource Rates

    • Resource / Inc. Amount / Max Amount / Recurring Fee: Office 365 Business Premium / 25 / 25 / $0.00
  • Upgrades: Office 365 Business Premium

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

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