Transfer Organization

Introduction

This article guides Distributor Admins through the process of transferring organizations from Distributor level to the selected Seller. This specialized transfer feature includes comprehensive validation logic to ensure all transfer criteria are met before processing.

In this article:

• How to Transfer an Organization
• Validation Results
• Validation Conditions

How to Transfer an Organization

Follow these four main steps to safely move an organization from a Distributor to a Seller:

Step 1: Access Organization Management

1. Go to the main menu
2. Select "SELECT ORGANIZATION"
   
   

Step 2: Enable Transfer Feature

1. Turn on the "Modern organization view" toggle
   
2. This activates the enhanced grid with transfer options

Step 3: Start the Transfer

1. Find the organization in the grid
2. Click the Actions button (rightmost column)
3. Select "Transfer the organization" from the dropdown
   

Step 4: Configure Transfer Settings

The Organization Transfer dialog opens. Complete these actions:

1. Select tenants to transfer
   • Choose one or multiple tenants from the list
   • Each tenant will move with its data and subscriptions
2. Choose destination seller
   • Use the dropdown to find the target seller
   • Search by name, ERP ID, or organization reference number
   • Each seller shows its Organization Reference number
3. Validate the transfer
   • Click "Validate" before proceeding
     
   • You'll see: "This action will validate transfer"
   • Wait for validation results

Validation Results

The system checks if the transfer can proceed safely:

Validation Success

If validation passes, you'll see a confirmation window with:

• Green message: "Customer validation for transfer operation is successful"
• Organization details being transferred
• Destination seller information
• List of tenants to transfer
• Red "Transfer" button to complete the action
  

Validation Failure

If requirements aren't met, you'll see:

• Error message: "Customer organization is not eligible for transfer due to conflicts in customer or seller contracts"
• Next step: Verify if the selected organizations fulfill below conditions. Contact support team for assistance if needed.
• The transfer is blocked until issues are resolved

Validation Conditions

Organization Status

We allow:

• Organizations with New status
• Organizations with Active status

We block:

• Organizations with Blocked status

Billing and Subscription Rules

The system allows transfers in these scenarios:

Scenario A: No Subscriptions

• Customer has no active subscriptions
• Result: Transfer allowed immediately

Scenario B: Current Month Subscriptions

• Customer has subscriptions that started this month
• All subscription start dates are in the current month and year
• Result: Transfer allowed immediately

Scenario C: Historical Subscriptions with Complete Billing

You must meet all of these conditions:

• Customer has subscriptions from previous months AND
• You have finalized all current month invoices AND
• You have finalized all vendor invoices AND
• You have properly enabled Top Contract billing

Result: Transfer allowed

What Blocks Transfers

The system denies transfer when:

• Previous month subscriptions exist with missing current month invoices
• Any invoices remain incomplete
• Vendor invoices are missing for the current billing period
• You haven't configured Top Contract billing properly

Key Principle: The system prevents transfers when unresolved billing issues exist, ensuring you properly finalize all financial records before moving customer relationships between sellers.

Limitations

• Only Distributor Admins can perform organization transfer actions
• You cannot transfer organizations in Blocked status
• You cannot transfer customers with missing invoices for previous months without resolving billing conflicts

Summary

The Transfer Organization feature enables Distributor Admins to move organizations from Distributors to Sellers within the same distributor network. The process includes comprehensive validation to ensure billing integrity and subscription continuity. While you can transfer organizations with active orders and subscriptions, strict validation rules prevent transfers when invoice conflicts exist, requiring support intervention to resolve billing issues before you proceed.

For transfers to sellers with an MPN ID, you can use either this functionality or the Microsoft Partner Center relationship acceptance process, as explained in this article: How to move Microsoft subscriptions between seller portals

Related Content

• How to move Microsoft subscriptions between seller portals
• Modern organization view
• How to activate an Organization?
• Navigating the Invoices