Hello! Welcome to the CLM7 "Light" Platform

What is the “Basic” version?

We want to transition from CLM6 to CLM7 to go as smoothly as possible for our clients; so in an effort to make the move a little easier, we’ve designed a CLM6 UI menu structure around the CLM7 platform. This transitionary period has been designed to prepare you for the CLM7 “Full” Platform version, which will be introduced in the near future.

What do I have access to?

Main Menu Option	Sub-meu option	What it shows me…
Dashboards	My Home	*coming soon
Analytics	Service Inventory Invoice Ledger Allocation Savings Mobile Summary	Opens various reports / dashboards built on Microsoft Power BI reporting framework.
Orders	Wireless	You’ll see all your mobile orders and can create new requests. The new requests will be in the CLM7 format - which is great because the ordering steps are simpler and easy to follow.
Orders	Wireline	You’ll see all your wireline orders and can create new requests. The new requests will be in the CLM7 format - which is great because the ordering steps are simpler and easy to follow.
Reports	Vendor Summary	New! This is a new report page from CLM7. Vendor Summary is your default landing page and provides a summary of expenses by vendor in a Card or Grid view. From this page you can access, The corporate names associated with the vendor Invoices received for the given month Accounts approved for processing Billing Items & Cost Groups that appeared on the invoice for the given month
	Dashboard	New! View our standard dashboard-type reports created with Microsoft Power BI.
	Invoice Trending Report (ITR)	New! This report gives you a live invoice processing report, tied to your account service level agreement (SLA), and past due balances.
Inventory	Wireless	Review your wireline inventory. For all the accounts where portal access is provided, Asignet is able to perform regular inventory data refreshes, which is typically daily. We extract the inventory data from each of your vendors and present the data in a standardized format. Otherwise, we will use data from your invoice to automatically create your inventory in the platform. We can also load data via an MDM integration (like with Intune or AirWatch).
Inventory	Wireline	Review your wireline inventory. For all the accounts where portal access is provided, Asignet is able to perform regular inventory data refreshes, which could range from daily to monthly. We extract the inventory data from each of your vendors and present the data in a standardized format. Otherwise, we will use data from your invoice to automatically create your inventory in the platform.
Invoices	Inbox	Its your invoice data and approval setup, but reflected in the CLM7 version of the Inbox.
	Paybox	Its your invoice data, but reflected in the CLM7 version of the Paybox. A noticeable different is that you will manually create your AP Export file in a page called “Custom Financial Report”. *If your AP Export is automated, we will continue deliver the files at the set frequency established in CLM6.
	Archive	Its your invoice data, but reflected in the CLM7 version of the Archive.
Audit	Audit Summary	New! Since CLM7 auto-builds your inventory based on the invoice and supplemental vendor reports, this opens Contract Compliance. The Contract Compliance module presents analysis information comparing the contracted rates to the actual billing rates for a given month. In order to have an effective audit each month, we need to have your vendor contracts uploaded in the platform and billing elements mapped to the contracted rates via the Contracts module; the savings output of that is captured in the Contract Compliance tool.
Savings	Tracker	*coming soon
Administration	Accounts	Manage your account records in this module.
	Entitlement Groups	*coming soon
	Employees	View the employee records that have been created in the platform.
	Organizations	CLM7 creates an organization structure based on roles and manager hierarchy that appear in the HR Feed.
	Locations	Manage the location records that have been created in the platform.
	Ledger Codes	Manage your complete GL Strings (a unique combination of ledger parts) and perform GL Code updates.
	Contracts	Add and modify your company contracts, which includes mapping contract rates with specific services or line items.
	Contacts	View and manage your vendor contacts.
	Users	View and manage your platform users.
	Configuration: Approvals	Manage your approval hierarchy setups.
	Configuration: Rules	Manager your invoice validations.
	Configuration: Invoice Break Thresholds	Determine your variance thresholds that are used in the invoice validations.
Integrations	Import/Export	Complete bulk data changes for specific areas on the module.