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Merge pull request #270923 from bandersmsft/ghissue121226
MCM - Update direct-ea-admin for ghissue 121226
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articles/cost-management-billing/manage/direct-ea-administration.md

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@@ -3,7 +3,7 @@ title: EA Billing administration on the Azure portal
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description: This article explains the common tasks that an enterprise administrator accomplishes in the Azure portal.
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author: bandersmsft
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ms.author: banders
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ms.date: 03/11/2024
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ms.date: 04/02/2024
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ms.topic: conceptual
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ms.service: cost-management-billing
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ms.subservice: enterprise
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To start managing the EA enrollment, the initial enterprise administrator signs in to the [Azure portal](https://portal.azure.com/#blade/Microsoft_Azure_GTM/ModernBillingMenuBlade/AllBillingScopes) using the account where they received the invitation email.
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If you've been set up as the enterprise administrator, then go to the Azure portal and sign in with your work, school, or Microsoft account.
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If you're set up as the enterprise administrator, then go to the Azure portal and sign in with your work, school, or Microsoft account.
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If you have more than one billing account, select a billing account from billing scope menu. You can view your billing account properties and policy from the left menu.
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## Activate your enrollment
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To activate your enrollment, the initial enterprise administrator signs in to the Azure portal using their work, school, or Microsoft account.
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If you've been set up as the enterprise administrator, you don't need to receive the activation email. You can login to Azure portal and activate the enrollment.
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If you're set up as the enterprise administrator, you don't need to receive the activation email. You can sign in to the Azure portal and activate the enrollment.
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### To activate an enrollment
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The structure of accounts and subscriptions affect how they're administered and how they appear on your invoices and reports. Examples of typical organizational structures include business divisions, functional teams, and geographic locations.
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After a new account is added to the enrollment, the account owner is sent an account ownership email that's used to confirm ownership.
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After a new account is added to the enrollment, the account owner is sent an account ownership email that gets used to confirm ownership.
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Check out the [EA admin manage accounts](https://www.youtube.com/watch?v=VKWAEx6qfPc) video. It's part of the [Enterprise Customer Billing Experience in the Azure portal](https://www.youtube.com/playlist?list=PLeZrVF6SXmsoHSnAgrDDzL0W5j8KevFIm) series of videos.
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1. In the left menu, select **Billing scopes** and then select a billing account scope.
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1. In the left menu, select **Accounts**.
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1. Select **+ Add**.
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1. On the Add an account page, type a friendly name to identify the account that's used for reporting.
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1. On the Add an account page, type a friendly name to identify the account used for reporting.
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1. Enter the **Account Owner email** address to associate it with the new account.
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1. Select a department or leave it as unassigned.
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1. When completed, select **Add**.
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1. In the left menu under **Settings**, select **Activate Account**.
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1. On the Activate Account page, select **Yes, I wish to continue** and the select **Activate this account**.
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:::image type="content" source="./media/direct-ea-administration/activate-account.png" alt-text="Screenshot showing the Activate Account page for onmicrosoft.com accounts." lightbox="./media/direct-ea-administration/activate-account.png" :::
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1. After the activation process completes, copy and paste the following link to your browser. The page opens and creates a subscription that's associated with your enrollment.
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1. After the activation process completes, copy and paste the following link to your browser. The page opens and creates a subscription that gets associated with your enrollment.
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- For Azure global, the URL is `https://signup.azure.com/signup?offer=MS-AZR-0017P&appId=IbizaCatalogBlade`.
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- For Azure Government, the URL is `https://signup.azure.us/signup?offer=MS-AZR-0017P&appId=IbizaCatalogBlade`.
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## MSDN subscription transfer
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When your transfer an MSDN subscription to an EA enrollment, it's automatically converted to an [Enterprise Dev/Test subscription](https://azure.microsoft.com/pricing/offers/ms-azr-0148p/). After conversion, the subscription loses any existing monetary credit. So, we recommended that you use all your credit before you transfer it to your Enterprise Agreement.
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When your transfer an MSDN subscription to an enrollment, it gets converted to an [Enterprise Dev/Test subscription](https://azure.microsoft.com/pricing/offers/ms-azr-0148p/). After conversion, the subscription loses any existing monetary credit. So, we recommended that you use all your credit before you transfer it to your Enterprise Agreement.
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## Azure in Open subscription transfer
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## Manage department and account spending with budgets
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EA customers can set budgets for each department and account under an enrollment. Budgets in Cost Management help you plan for and drive organizational accountability. They help you inform others about their spending to proactively manage costs, and to monitor how spending progresses over time. You can configure alerts based on your actual cost or forecasted cost to ensure that your spending is within your organizational spend limit. When the budget thresholds you've created are exceeded, only notifications are triggered. None of your resources are affected and your consumption isn't stopped. You can use budgets to compare and track spending as you analyze costs. For more information about how to create budgets, see [Tutorial: Create and manage budgets](../costs/tutorial-acm-create-budgets.md).
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EA customers can set budgets for each department and account under an enrollment. Budgets in Cost Management help you plan for and drive organizational accountability. They help you inform others about their spending to proactively manage costs, and to monitor how spending progresses over time. You can configure alerts based on your actual cost or forecasted cost to ensure that your spending is within your organizational spend limit. When the budget thresholds are exceeded, only notifications are triggered. None of your resources are affected and your consumption isn't stopped. You can use budgets to compare and track spending as you analyze costs. For more information about how to create budgets, see [Tutorial: Create and manage budgets](../costs/tutorial-acm-create-budgets.md).
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## Enterprise Agreement user roles
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## Add an Azure EA account
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An Azure EA account is an organizational unit in the Azure portal. In the Azure portal, it's referred to as _account_. It's used to administer subscriptions and it's also used for reporting. To access and use Azure services, you need to create an account or have one created for you. For more information about accounts, see [Add an account](#add-an-account-and-account-owner).
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An Azure EA account is an organizational unit in the Azure portal. In the Azure portal, it's an _account_. Its use is to administer subscriptions and for reporting. To access and use Azure services, you need to create an account or have one created for you. For more information about accounts, see [Add an account](#add-an-account-and-account-owner).
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## Enable the Enterprise Dev/Test offer
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As an EA admin, you can allow account owners in your organization to create subscriptions based on the EA Dev/Test offer. To do so, select the **Dev/Test** option in the Edit account window. After you've selected the Dev/Test option, let the account owner know so that they can create EA Dev/Test subscriptions needed for their teams of Dev/Test subscribers. The offer enables active Visual Studio subscribers to run development and testing workloads on Azure at special Dev/Test rates. It provides access to the full gallery of Dev/Test images including Windows 8.1 and Windows 10.
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As an EA admin, you can allow account owners in your organization to create subscriptions based on the EA Dev/Test offer. To do so, select the **Dev/Test** option in the Edit account window. After you select the Dev/Test option, let the account owner know so that they can create EA Dev/Test subscriptions needed for their teams of Dev/Test subscribers. The offer enables active Visual Studio subscribers to run development and testing workloads on Azure at special Dev/Test rates. It provides access to the full gallery of Dev/Test images including Windows 8.1 and Windows 10.
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>[!NOTE]
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> The Enterprise Dev/Test Offer isn't available for Azure Government customers. If you're an Azure Government customer, your can't enable the Dev/Test option.
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The subscription name appears on reports. It's the name of the project associated with the subscription in the development portal.
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New subscriptions can take up to 24 hours to appear in the subscriptions list. After you've created a subscription, you can:
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New subscriptions can take up to 24 hours to appear in the subscriptions list. After you create a subscription, you can:
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- Edit subscription details
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- Manage subscription services
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## Manage notification contacts
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Notifications allow enterprise administrators to enroll their team members to receive usage, invoice, and user management notifications without giving them billing account access in the Azure portal.
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Notifications allow enterprise administrators to enroll their team members to receive usage notifications and user management notifications without giving them billing account access in the Azure portal.
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Notification contacts are shown in the Azure portal in the Notifications under Settings. Managing your notification contacts makes sure that the right people in your organization get Azure EA notifications.
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Notification contacts are shown in the Azure portal in on the Notifications page under Settings. Managing your notification contacts makes sure that the right people in your organization get Azure EA notifications.
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> [!NOTE]
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> Invoices are only sent to the person set to receive invoices for the enrollment, the **Bill to contact**. The bill-to contact can send others a copy of the invoice, if needed.
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To view current notifications settings and add contacts:
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### To begin
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1. Add the work or school account to the Azure portal in the role(s) needed.
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1. If you get errors, the account may not be valid in Microsoft Entra ID. Azure uses User Principal Name (UPN), which isn't always identical to the email address.
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1. Add the work or school account to the Azure portal with the needed roles.
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1. If you get errors, the account might not be valid in Microsoft Entra ID. Azure uses User Principal Name (UPN), which isn't always identical to the email address.
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1. Authenticate to the Azure portal using the work or school account.
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### To convert subscriptions from Microsoft accounts to work or school accounts
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## Azure EA term glossary
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**Account**<br>
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An organizational unit. It's used to administer subscriptions and for reporting.
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An organizational unit used to administer subscriptions and for reporting.
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**Account owner**<br>
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The person who manages subscriptions and service administrators on Azure. They can view usage data on this account and its associated subscriptions.
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A unique identifier supplied by Microsoft to identify the specific enrollment associated with an Enterprise Agreement.
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**Enterprise administrator**<br>
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The person who manages departments, department owners, accounts, and account owners on Azure. They can manage enterprise administrators and view usage data, billed quantities, and unbilled charges across all accounts and subscriptions associated with the enterprise enrollment.
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The person who manages departments, department owners, accounts, and account owners on Azure. They can manage enterprise administrators, view usage data, and billed quantities. They also manage unbilled charges across all accounts and subscriptions associated with the enterprise enrollment.
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**Enterprise agreement**<br>
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A Microsoft licensing agreement for customers with centralized purchasing who want to standardize their entire organization on Microsoft technology and maintain an information technology infrastructure on a standard of Microsoft software.
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Represents an Azure EA subscription and is a container of Azure services managed by the same service administrator.
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**Work or school account**<br>
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For organizations that have set up Microsoft Entra ID with federation to the cloud and all accounts are on a single tenant.
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For organizations that set up Microsoft Entra ID with federation to the cloud and all accounts are on a single tenant.
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## Enrollment status
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The enrollment is Active and accounts and subscriptions can be created in the Azure portal. The enrollment remains active until the Enterprise Agreement end date.
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**Indefinite extended term**<br>
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An indefinite extended term takes place after the Enterprise Agreement end date has passed. It enables Azure EA customers who are opted in to the extended term to continue to use Azure services indefinitely at the end of their Enterprise Agreement.
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An indefinite extended term takes place after the Enterprise Agreement end date. It enables Azure EA customers who are opted in to the extended term to continue to use Azure services indefinitely at the end of their Enterprise Agreement.
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Before the Azure EA enrollment reaches the Enterprise Agreement end date, the enrollment administrator should decide which of the following options to take:
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- Confirm disablement of all services associated with the enrollment.
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**Expired**<br>
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The Azure EA customer is opted out of the extended term, and the Azure EA enrollment has reached the Enterprise Agreement end date. The enrollment expires, and all associated services are disabled.
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The Azure EA customer is opted out of the extended term, and the Azure EA enrollment reached the Enterprise Agreement end date. The enrollment expires, and all associated services are disabled.
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**Transferred**<br>
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Enrollments where all associated accounts and services have been transferred to a new enrollment appear with a transferred status.
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Enrollments where all associated accounts and services were transferred to a new enrollment appear with a transferred status.
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> [!NOTE]
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> Enrollments don't automatically transfer if a new enrollment number is generated at renewal. You must include your prior enrollment number in your renewal paperwork to facilitate an automatic transfer.
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