Create a Microsoft Office 365 reserve entitlement

Create a Microsoft Office 365 reserve entitlement to add licenses to your Microsoft Office 365 subscription. Pay for the new licenses during your true-up process.

Before you begin

Role required: sam_user or sam_admin

About this task

Note: You can only create a reserve entitlement from an existing Microsoft Office 365 entitlement. The existing entitlement must meet the following criteria.

License type is Subscription.
Metric group Microsoft.
License Metric is User Subscription.
Publisher is Microsoft for the product on the software model.
Subscription software is selected for the product on the software model.

Procedure

Navigate to Software Asset > Licensing > Software Entitlements and click a Microsoft Office 365 entitlement.
Click the Create Reserve Entitlement related link.

On the form, fill in the fields.


Field	Value
Start date	Start date for the new licenses.
End date	This field is automatically calculated as the soonest anniversary of the source entitlement end date.
Purchased rights	Number of new licenses.
Monthly unit cost	This field is automatically calculated based on the values for the source entitlement. It is the unit cost divided by the duration (in months).
Software model	This field is automatically set as a reference to the software model for the existing entitlement.
Source entitlement	This field is automatically set as a reference to the existing entitlement used to create the reserve entitlement.

Click Submit.
The new reserve entitlement is added to the Reserve Entitlements related list in the source entitlement. The State of the reserve entitlement is In use and the Reserve entitlement check box is selected.

What to do next

Run reconciliation to include the new reserve entitlement in the true-up cost calculation. Navigate to Software Asset > Office 365 & Adobe Cloud to view the Office 365 & Adobe Cloud dashboard. The cost of the reserve entitlement is included in True-up Cost and is not included in Current Subscription Spend.

When it's past the end date of the reserve entitlement, the SAM - Subscription Maintenance scheduled job creates a new entitlement to replace it.

Note: The new entitlement is not added to the Reserve Entitlements related list in the original source entitlement.

Table 1. New entitlement record
Field	Value
Reserve entitlement	Not selected
Start date	Date the new entitlement is created
End date	End date of the original source entitlement
Source entitlement	Reference to the original source entitlement
Purchased rights	Same number of purchased rights as the reserve entitlement
Active rights	Same number of active rights as the reserve entitlement
Allocations available	Same number of allocations available as the reserve entitlement
State	In use

The State of the reserve entitlement changes to Retired. On the Office 365 & Adobe Cloud dashboard, the cost of the retired reserve entitlement is removed from True-up Cost. The cost of the new entitlement is included in Current Subscription Spend.

Create a Microsoft Office 365 reserve entitlement

Create a Microsoft Office 365 reserve entitlement to add licenses to your Microsoft Office 365 subscription. Pay for the new licenses during your true-up process.

Before you begin

Role required: sam_user or sam_admin

About this task

Note: You can only create a reserve entitlement from an existing Microsoft Office 365 entitlement. The existing entitlement must meet the following criteria.

License type is Subscription.
Metric group Microsoft.
License Metric is User Subscription.
Publisher is Microsoft for the product on the software model.
Subscription software is selected for the product on the software model.

Procedure

Navigate to Software Asset > Licensing > Software Entitlements and click a Microsoft Office 365 entitlement.
Click the Create Reserve Entitlement related link.

On the form, fill in the fields.


Field	Value
Start date	Start date for the new licenses.
End date	This field is automatically calculated as the soonest anniversary of the source entitlement end date.
Purchased rights	Number of new licenses.
Monthly unit cost	This field is automatically calculated based on the values for the source entitlement. It is the unit cost divided by the duration (in months).
Software model	This field is automatically set as a reference to the software model for the existing entitlement.
Source entitlement	This field is automatically set as a reference to the existing entitlement used to create the reserve entitlement.

Click Submit.
The new reserve entitlement is added to the Reserve Entitlements related list in the source entitlement. The State of the reserve entitlement is In use and the Reserve entitlement check box is selected.

What to do next

When it's past the end date of the reserve entitlement, the SAM - Subscription Maintenance scheduled job creates a new entitlement to replace it.

Note: The new entitlement is not added to the Reserve Entitlements related list in the original source entitlement.

Table 1. New entitlement record
Field	Value
Reserve entitlement	Not selected
Start date	Date the new entitlement is created
End date	End date of the original source entitlement
Source entitlement	Reference to the original source entitlement
Purchased rights	Same number of purchased rights as the reserve entitlement
Active rights	Same number of active rights as the reserve entitlement
Allocations available	Same number of allocations available as the reserve entitlement
State	In use

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Create a Microsoft Office 365 reserve entitlement

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Create a Microsoft Office 365 reserve entitlement

Create a Microsoft Office 365 reserve entitlement

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