Schedule 2012

Date	Location	Status
June 25	1:00 pm EST	Open
July 18	1:00 pm EST	Open
August 14	1:00 pm EST	Open
September 20	1:00 pm EST	Open
October 5	1:00 pm EST	Open
November 2	1:00 pm EST	Open
December 6	1:00 pm EST	Open

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Audience

Vertex® Indirect Tax O Series® and Vertex® Sales Tax Q Series® users who wish to use Vertex Exemption Certificate Manager (ECM) 6.0 to manage exemption certificates

Description

This course provides the information you need to leverage ECM 6.0 for your organization.

Agenda includes:

• Components and Workflow of Vertex Exemption Certificate Manager
• Configuring Exemption Certificate Manager to properly maintain tax certificate data
• Live application demonstrations covering product concepts with visual displays
• Interactive question and answer session

Learning Objectives

Upon completion of this course, you will be able to:

• List and explain the components of ECM
• Navigate the user interface elements of ECM
• Explain the dependency of tax certificate creation upon basic tax data setup
• Use My Enterprise menus to create, maintain and manage tax data setup and tax certificates
• Use System menus to understand Data Management functionality
• Use Reporting menus to generate data extracts
• Overview of user logins that are standard with the installation
• Understand and execute user interface administration activities

Requirements

You must be an employee of an active Vertex customer or Vertex partner company and have:

• Experience using an internet browser
• Basic understanding of sales and use tax concepts
• You must test your system compatibility prior to class