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ManageSoft Course Description

ECM-1188: Purchases & Contracts

Online Self-Study Course

"ECM-1168: Purchases & Contracts" is designed for those who will be managing contracts and purchase orders using ECM. This includes both hardware and software contracts and purchases such as hardware purchase and leases, maintenance and license contracts and purchases. Included are best practices for managing your IT Asset contracts and purchases, including what information to collect and manage.

Product License

Course Outline

  • ECM Console Overview
    • The ECM Console
    • What you manage with ECM
    • Enterprise Groups in ECM
    • Role-Based Management
  • Managing Contracts in ECM
    • Contract Basics
    • Creating a Master Contract
    • Creating a Software Contract
    • Creating a Hardware Contract & Payment Schedule
  • Managing Purchases in ECM
    • Purchase Order Overview
    • Creating Purchase Orders
    • SKU Integration
  • Accessing Reports in ECM
    • Console Views
    • Reports
    • ECM Portal
    • Custom Views

 

Other Online Self-Study Courses include: