Step 1 - Prepare your account for private offers

This article explains how to perform a precheck to ensure that your billing account and subscription settings, roles and permissions, and policies are configured for you to accept and purchase private offers. Private offers align to your billing account. During purchase, you need your organization's billing account ID. The billing account ID is also required when requesting a private offer from your vendor.

Check billing account and subscription settings

Check billing account and subscription settings by running the private offer eligibility report.

  • You must have an eligible Azure subscription associated with the billing account used for the private offer.
  • Your billing account policy must be enabled for Microsoft Marketplace purchases and must have a valid payment instrument associated.
  • Check your purchase controls on the billing account that might block Marketplace purchases on your subscription.

Check user role assignments

There are two steps to procure a private offer:

  1. Accept
  2. Purchase and subscribe.

Each step requires different user role assignments, depending on your agreement with Microsoft. The following table summarizes the required user roles.

Agreement type Permissions to accept offer Permissions to purchase or subscribe
Microsoft Customer Agreement (MCA) Billing account owner or contributor virtual machine (VM) software reservation offer type: Subscription owner or reservation purchaser. All other offer types: Subscription owner or subscription contributor
Enterprise Agreement (EA) Enterprise administrator VM software reservation offer type: Subscription owner or reservation purchaser. All other offer types: Subscription owner or subscription contributor
Microsoft online service program (MOSP) Account administrator Account administrator

For more information, see Roles and permissions.

Important

Extra role considerations for software-as-a-service (SaaS) and virtual machine service reservation (VMSR) products:

For SaaS, you need to sign-in and register on your ISV vendor's website using Entra single sign-on after subscribing to complete the private offer purchase.

For VMSRs, you must have either the subscription owner or reservation purchaser role to purchase. The subscription contributor role isn't authorized to purchase.

Identify the individual in your organization who can accept the private offer, then provide the email address to your vendor. Once your vendor completes the private offer, there's a prompt in Partner Center to send an email notification to that person that the offer is ready for acceptance.

Note

Marketplace permissions to accept and purchase a private offer are aligned with billing roles and Azure role-based access controls. To prevent accidental or unauthorized purchasing, the private offer eligibility report helps you understand if you have the correct permissions, subscription, and billing account settings for purchasing and subscribing to private offers.

Check the billing account type

Use these steps to find out what type of billing account you have.

  1. Sign in to the Azure portal.
  2. Select Cost Management + Billing, then select Settings > Properties.

On the Overview screen for that account, the billing account type displays as either Microsoft Customer Agreement, Enterprise Agreement, or Microsoft Online Services Program.

Screenshot that shows the Billing Overview page, with the Billing account type section highlighted.

If you have access to multiple billing scopes, you can see the billing account type for each account at Cost Management + Billing > Billing Scopes.

Screenshot that shows the Billing scopes page, with the Billing Type section highlighted.

Locate your billing account ID

To get a private offer for an eligible Marketplace product, you need to give the seller your billing account ID. This ID makes sure the private offer is unique for your organization. Billing IDs come in different formats depending on the billing account type. Watch this quick video and read the following details to help you locate your billing account ID.

Examples of billing account ID formats:

  • Enterprise Agreement (EA): 74286105

  • Microsoft Customer Agreement (MCA) or Microsoft Online Services Program (MOSP): 3p7b96f5-8ebf-470f-84bf-e5d7dbe8fa70:a657c0b8-3082-47cd-9318-801a3571a28f_2010-01-23

You can find your billing account ID in three different ways:

  1. The private offer eligibility report: follow the instructions to download the eligibility report. The report contains a column for billing account ID aligned to each subscription.
  2. The Cost Management + Billing section
  3. For MOSP accounts, on the pay-as-you-go subscription properties page.

Find the billing account ID in Cost Management + Billing

If you know the subscription you plan to use for your purchase, you can locate the billing account ID.

Note

You need the right permissions to access billing information on the Azure portal.

Find the billing account ID in pay-as-you-go subscription properties

You can find the Billing account ID for MOSP on the pay-as-you-go subscription Properties tab. There are multiple ways to get to the Pay-As-You-Go > Properties screen:

  • Via Azure services > Subscriptions (near the top of the page):

    Screenshot that shows the Azure services page icons, with Subscriptions highlighted.

  • Via Resources > Recent (if you recently viewed the subscription):

    Screenshot that shows the Resources page icons, with a link to pay-as-you-go highlighted.

  • Via Navigate > Subscriptions (in the middle of the page):

    Screenshot that shows the Navigate section, with Subscriptions highlighted.

For more information about MOSP, see Manage access to billing information for Azure.

Enable private Marketplace for private offers

If the private Marketplace is enabled for the tenant associated with your private offer's billing account, ensure that the private offer's plans are added to the collection and approved for purchase. You can apply the Enable private products collection rule to automatically approve all products included in private offers. For more information about managing collections in your private Marketplace, see Govern and control using private Marketplace.

Note

If the private offer product is a VMSR, professional services, or SaaS that includes custom pricing with customized metering quantities, or user limits, the Enable private products collection rule must be enabled by the private Marketplace's Marketplace Admin to complete the purchase. If you have questions about the type of private offer used, contact your vendor.

By completing the previous steps, you're prepared to successfully purchase a private offer. You need people with the proper permissions to accept the private offer's terms and complete the purchase of the private offer. This process typically involves collaboration within your organization by different individuals.

Reach out to support if you have questions on a private offer purchase. We can help you get started!

Next step