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Appropriate roles: Admin agent | Helpdesk agent | Sales agent | User management admin
This article explains how to manage Azure reservations for a customer, which includes canceling or exchanging a reservation, or requesting a refund.
Note
This article applies only to Direct bill and indirect providers partners in the Cloud Solution Provider (CSP) program.
Customers using other types of subscriptions - such as pay-as-you-go, individual, Microsoft Customer Agreement, or Enterprise Agreement subscriptions)- should see Azure reservations instead.
To manage your customers' Azure reservations post-purchase, select the customer and reservation that you want to manage in Partner Center, and then make changes to the reservation in the Azure portal. For information about Admin agent privilege and guest access, see View Azure reservations as a Cloud Solution Provider (CSP).
To manage your customers' Azure reservations post-purchase, use the following steps:
Sign in to Partner Center and select Customers.
Select the customer you want to manage.
On the customer's detail page, select Azure reservations, and then select the reservation that you want to manage.
Under Actions, select Manage to go to the customer's reservation record in the Azure portal.
On the reservation detail page, do the following steps to complete tasks.
Select To Overview View details about a customer's reservation, including expiration date, scope, and usage information. Access control management (IAM) Manage who can access the customer's reservation details. Configuration Change the reservation's scope or the Azure subscription linked to the reservation. Properties View reservation properties and copy the Reservation IDandReservation Order IDto the clipboard.
Support might ask you for the reservation ID and reservation order ID when you request help for a customer.Exchange Choose the reservations and the VM product you want to buy, then enter the quantity. Make sure the total cost of the new purchase is higher than the returned amount. Refund To get a refund for a reservation, open the reservation you want to cancel and select Return. New support request Ask Microsoft Support for help.
Cancel or exchange a reservation
If a customer's business needs changes, they might want to cancel a reservation, and get a refund or exchange a reservation's prorated refund amount to be used toward the price of a new reservation.
For more information, see Self-service exchanges and refunds for Azure Reservations.
How exchanges work
If a customer wants to buy a different reservation than the one they originally bought from you, they can request an exchange. Exchanging a reservation can be an attractive alternative to canceling a reservation because it allows the customer to use the prorated refund amount toward the price of the new reservation.
The prorated refund amount is credited to your account so that you can offer the customer an exchange.
Note
Exchanging reservations is allowed only on reservations of the same type, not cross-types. For cross-type reservations, customers must cancel and repurchase the new reservation.
Azure reservations resources
| For information about: | Read this: |
|---|---|
| Azure reservations in CSP overview | Sell Microsoft Azure Reserved Instances |
| Purchasing Azure reservations for your customers in Partner Center | Buy Azure reservations |
| Determining the correct virtual machine (VM) size and verifying customer VM usage | VM sizing for maximum Azure reservation usage |
| Purchasing Azure reservations using the Partner Center API | Purchase Azure Reserved VM Instances in the Partner Center developer documentation |
| Giving customers permission to buy their own Azure reservations from a subscription you purchased for them | Give customers permission to buy their own Azure reservations |