To obtain an overview of a costing type
- Select the Accounting | Basic configuration data | Cost types category.
- Select the costing type in the result list.
- Select the Cost type overview task.
Accounting data
One Identity Manager users for accounting
Prerequisites for accounting
Basic accounting data
Voucher types
Business partners
Functional areas
Data sources
Accounting runs
Cost types
Activities supplied
Attestors
Entering service items
General master data for a service item
Pricing information
Extended master data for a service item
Default service items
Additional tasks for managing service items
Entering service categories
Service item overview
Defining hierarchy for service items
Editing product dependencies for requests
Assigning a service item to departments, cost centers and locations
Assigning a service item to business roles
Assigning functional areas
Assigning extended properties
View documentation
Assigning object-dependent references
Assigning tags
Changing products
Service category master data
Default service categories
Additional tasks for managing service categories
Vouchers and voucher items
Overview of costing types
Assigning service items
Assign service items to costing types to be able to invoice them.
To assign service items to a costing type
- Select the Accounting | Basic configuration data | Cost types category.
- Select the costing type in the result list.
- Select the Assign service items task.
- In the Add assignments pane, assign service items.
- OR -
In the Remove assignments pane, remove the service items.
- Save the changes.
Assigning service categories
Assign service categories to costing types to be able to invoice them.
To assign service categories to a costing type
- Select the Accounting | Basic configuration data | Cost types category.
- Select the costing type in the result list.
- Select the Assign service categories task.
- In the Add assignments pane, add service categories.
- OR -
In the Remove assignments pane, remove the service categories.
- Save the changes.
Activities supplied
Activities supplied can be seen as cost units, for example, products, or projects.
To edit a supplied activity
- Select the Accounting | Basic configuration data | Activities supplied category.
- Select an activity in the result list. Select the Change master data task.
- OR -
Click
in the result list.
- Edit the activity's master data.
- Save the changes.
Enter the following properties for the activity supplied.
| Property | Description |
|---|---|
| Activity supplied | Name of the activity supplied. |
| Description | Text field for additional explanation. |
|
Spare field no. 01 ... Spare field no. 10 |
Additional company-specific information. Use the Designer to customize display names, formats, and templates for the input fields. |