Product overview

Approver

• Approve or reject requests for the acquisition of new items.
• Approve or reject proposed standard configurations.

Modifying purchase requisitions

Asset administrator

• Create purchase requisitions.
• After an item is delivered, verify the condition.
• Label items after they have been delivered.
• Keep CIs up to date.
• Maintain the information of external organizations that supply or support items.
• Maintain CI relationships. 
  The relationships are part of the service infrastructure that include the relationships between a CI and its suppliers and contracts. The relationships augment and add to the overall service structures that are maintained in the CMDB.
• Manage inventory.
• Perform bulk updates.
• Create maintenance schedules and audit schedules for CIs.

Overview of purchase requisitions

Creating purchase requisitions

Asset types and sub types

Managing asset inventory

Performing bulk updates

Contract manager

• Create support, warranty, lease, maintenance, and software contract and license information.
• Relate the contracts to the applicable CIs.
• Maintain the contract data.
• Ensure that customers are renewing or renegotiating their contracts.

Managing contracts

Financial manager

 Review cost information and prepare periodic charge-back and cost-recovery reports.

Tracking costs and charge-backs

Purchasing manager

• Obtain quotes from suppliers for items that have been requested for purchase.
• Request approval for ordering items after the quotes from suppliers for these items have been collected.
• Submit purchase orders for items that have been approved for purchase.
• Update purchase line items after configuration administrators have confirmed the receipt of items for which purchase orders were submitted.

Overview of purchase requisitions

Software asset manager

• Optimize software assets and manage compliance with software license contracts.
• Evaluate usage of software licenses to make sure that the organization is not over purchasing licenses. 

Managing software licenses

Contract management

Tracks the status, type, terms, conditions, payments, and other information about lease, software, warranty, and maintenance contracts. This feature can be performed only in BMC Helix ITSM: Asset Management classic Mid Tier interface.

Blackout schedules

Lists available or unavailable time for CIs. This feature can be performed only in BMC Helix ITSM: Asset Management classic Mid Tier interface.

Inventory management

Specifies, tracks, and manages individual CIs and bulk items. 

Configuration management

Defines standard configurations, or setups, for different people or groups within a company, and maintains the status of the CIs within the configurations.

Lifecycle IT CI management

Uses best practices workflow to handle all phases of the IT CI management lifecycle from requisition, purchase, and receipt, to installation and deployment. This feature can be performed only in BMC Helix ITSM: Asset Management classic Mid Tier interface.

Cost module

Consolidates CI costs from procurement to disposition, and allocates and tracks costs to cost centers. This feature can be performed only in BMC Helix ITSM: Asset Management classic Mid Tier interface.

Requisition management

Creates purchase requisitions, manages the approvals of the requisitions, initiates the creation of purchase orders, and manages the receipt of items from suppliers and the creation of the associated CIs. This feature can be performed only in BMC Helix ITSM: Asset Management classic Mid Tier interface.

Scan assets via mobile clients

• Scans asset bar codes or QR codes using your mobile devices, to view and then use that asset record to complete multiple processes in Smart IT.
• Provides appropriate error messages if the asset code is not found.
  This feature is not supported in BMC Helix ITSM: Asset Management classic Mid Tier interface.