Contract Management Solution

Customizing Invoices and a Custom Report

Customizing Invoices and a Custom Report

DeborahAlbrecht's picture

Anyone else not generate invoices...well I don't either. However, we still use the invoice portion!

The out of the box Invoice Page and Edit Page were not working for us...so, needless to say, I added some customizations to liven it up! I added a Custom Invoice Information section, which included the following:

3.65
Average: 3.7 (20 votes)
 Building a Better Purchase Order Report

Building a Better Purchase Order Report

DeborahAlbrecht's picture

My Contract Managers really despised the basic "All Purchase Orders" report that automatically appears on the Purchase Order Page. It did not provide any of the birds-eye view data they review when looking at a PO.

So, with their input, I cloned the "All Purchase Order" report and began working away! I have placed my SQL below.

3.673075
Average: 3.7 (52 votes)
Want to Know What Assets Are Under Warranty?

Want to Know What Assets Are Under Warranty?

I recently received request for a report that would show which of our computers are covered by a warranty. I looked around and didn't see a report off hand (that was not tied to the expiration of the warranty) but I did see a lot of similar reports for expiring leases.

Hopefully my solution to this reporting problem will come in handy for someone else.

3.957445
Average: 4 (47 votes)
Custom report:  Assets Coming Off Lease within 60 Days

Custom report: Assets Coming Off Lease within 60 Days

Sean Yarger's picture

This report details assets by name and serial number that are coming off lease within 60 days. We do have one out-of-the box report that displays expiring contracts (Contracts expiring in 'N' days), but it doesn't list the associated assets.

3.166665
Average: 3.2 (6 votes)
How do I create a report based on a Lease end date?

How do I create a report based on a Lease end date?

Q:
I have multiple leases associated with multiple resources. I have an Altiris report that will list which leases are due in X amount of days. I would like to expand that to actually list the resources associated with a lease that expires in X amount of days. How would I proceed with this? Ultimately, we would have these sent out as emails to remind us when systems are coming due. Thanks.

3.6
Average: 3.6 (5 votes)
Need a little help managing Software License Compliance Suite...

Need a little help managing Software License Compliance Suite...

dlmcduff's picture

Q:
We have the CMS Level 1 and Software License Compliance Suite. The purpose of the SLC Suite was to enter software license purchase information into the NS dbase and have that license information check against the software information collected in the Inventory Solution. How do I configure the Software License Compliance Suite to simply allow me to enter software purchase info (software name, date purchased, quantity, etc.) and view a report that shows me my total number of purchased software licenses versus my total number of installed licenses for one or more software applications?

3.8
Average: 3.8 (5 votes)
Implementing an Asset and Contract Management System

Implementing an Asset and Contract Management System

This article describes how to implement an asset and contract management system using Altiris solutions, and includes workflow and best practices information.

4
Average: 4 (10 votes)
Network Device Asset Management

Network Device Asset Management

Sean Yarger's picture

As of Version 6.0 of Inventory for Network Devices and Version 6.1 of Asset Control, there is no functionality to synchronize inventory data with Asset Control for asset types other than "Computer". This document details a method of synchronizing network devices with asset records, and suggests the addition of data classes that are very common and relevant for the "Network Device" asset type.

4
Average: 4 (9 votes)
How does 'Authorized Group' relate to the collection in a Win32 Software License?

How does 'Authorized Group' relate to the collection in a Win32 Software License?

Juicemaster's picture

Lori asked "On the Resources Tab - Resources - Contract Types - Software Licensing - Software Licenses - Win32 License, How does 'Authorized Group' relate to the collection in a Win32 Software License?"

3
Average: 3 (4 votes)
Why are folders and resource types missing after upgrading?

Why are folders and resource types missing after upgrading?

Juicemaster's picture

Q:
There are folders and resource types missing on the Resources tab after upgrading to Asset Control and Contract Management 6.2. What is causing this and how can I fix it?

3.666665
Average: 3.7 (3 votes)
Syndicate content Syndicate content