Software Assurance Planning Services retirement

Appropriate roles: Global admin | MPN partner admin

The Planning Services benefit is being fully retired from Software Assurance benefits, but customers can continue working with partners to use Planning Services days for engagements while the vouchers are valid. These are the significant dates leading up to program retirement:

  • February 1, 2020: Planning Services cloud engagements were retired.
  • February 1, 2020: Training vouchers can no longer be converted to Planning Services days.
  • February 1, 2021: Customers no longer accrue Planning Services benefits.
  • June 30, 2021: Last day for customers to create/assign Planning Services vouchers. All remaining Planning Services days will be removed July 1, 2021.
  • January 1, 2022: Last day for partners to redeem Planning Services vouchers. Partner will have 60 days after redemption to complete the payment request process.

Note

There is no change to the voucher lifecycle. Once a voucher is created/assigned, voucher reservation, customer engagement, and voucher redemption must be completed within 180 days before voucher expiration. For more information on Planning Services program retirement, see the FAQs on the Software Assurance Benefit (SAB) Changes site (sign-in required). Please direct any questions to your regional Partner Support team: EMEA Partner Support; General Partner Support

Get started

If you're new to Software Assurance Planning Services, follow all the steps below. If you're already active in the Planning Services program(s), begin each new engagement at step four (4) below.

  1. Verify eligibility (new partners)
  2. Enroll (new partners)
  3. Create or update your company's business profile (new partners)
  4. Customer creates and assigns voucher (existing partners)
  5. Validate and reserve voucher (existing partners)
  6. Complete engagement and provide deliverables to your customer (existing partners)
  7. Redeem voucher in Partner Center (existing partners)
  8. Request payment from Microsoft (existing partners)

This article explains how to complete each step.

Verify eligibility (new partners)

Before partner companies and consultants can enroll in one of the Planning Services offerings, they must satisfy competency requirements, as follows:

Competency requirements. Competency requirements are specific to the engagement to be delivered. For example, your company might be enrolled in the Desktop Deployment Planning Services (DDPS) offering. However, you will only be eligible to deliver a specific engagement within the DDPS offering if your company also holds a qualifying competency for that specific engagement.

Note

To learn more about eligibility requirements for specific engagements, see eligibility requirements for Planning Services engagements.

To help verify your company's eligibility to enroll in a specific Planning Services engagement:

Note

To learn more about the workspaces interface, see Getting around Partner Center.

  1. Sign in to the Partner Center dashboard.

  2. Select the Membership tile, then select Software assurance enrollment.

  3. Select the Planning Services program enrollment tab at the top of the page. You will see a green check mark next to any requirements or competencies you have already completed.

Enroll (new partners)

After your company meets the eligibility requirements, you're ready to sign the Software Assurance Planning Services program agreement and enroll in one or more program offerings.

First, be sure to review all Planning Services program policies. Then, follow the instructions in step 2 of the workflow to complete the Planning Services enrollment process in Partner Center.

Create or update your company's business profile (new partners)

Maximize your exposure to potential customers. Follow instructions and guidance to create or update your company's business profile within Partner Center.

Customer creates and assigns voucher (existing partners)

Before you can begin a Planning Services engagement, your customer must take the following actions:

  1. Customers must first activate their Planning Services benefit.

  2. Customers must then create a Planning Services voucher and assign it to a project manager in their company.

For detailed instructions the customer must take to create the voucher and assign it to you, see step 4 of the workflow. For an overview of the customer experience, see the Volume Licensing Service Center (VLSC) Software Assurance Guide.

Validate and reserve voucher (existing partners)

After a customer assigns a voucher to your company in the Volume Licensing Service Center (VLSC), the customer receives an email that includes the voucher ID. The customer needs to forward this email to you so that you have the information you need to reserve the voucher.

When you have the voucher details, you can reserve the voucher and schedule the planning engagement. For detailed steps, see step 5 of the workflow.

Complete engagement and provide deliverables to your customer (existing partners)

To be eligible to deliver a Planning Services engagement, the consultant must have completed one or more of the technical assessments or exams required for the engagement's qualifying competency. (To learn more about the assessments or exams required, view eligibility requirements for Planning Services engagements.)

After your company has completed the engagement and provided the final, completed deliverable(s) to the customer, you need to fill out and submit the online completion report.

For detailed guidance, see step 6 of the workflow.

Redeem voucher

Before you can invoice Microsoft for the delivered engagement, you must first redeem your voucher. For detailed steps, see step 7 of the workflow.

Request payment from Microsoft (existing partners)

After redeeming Planning Services vouchers, you must invoice Microsoft for payment. Payments are handled through the Software Assurance Voucher Benefit (SAVB) Online Payment Tool.

To submit an invoice to Microsoft through SAVB, follow the instructions in step 8 of the workflow.

Next steps