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Identity Manager 9.1 - Chargeback Administration Guide

Accounting data
One Identity Manager users for accounting Prerequisites for accounting Compiling price information Basic accounting data Entering and editing service items Entering and editing service categories Vouchers and voucher items

Assigning object-dependent references to a service category

NOTE: This task is only available if the QER | ITShop configuration parameter is set.

Object-dependent references can be assigned to service categories. Use object-dependent references to configure your Web Portal with the Web Designer. All object-dependent references whose type references the AccProductGroup table can be assigned. For more information about this, see the One Identity Manager Web Designer Reference Guide.

To assign object-dependent references to a service category

  1. In the Manager, select the Accounting > Service catalog category.

  2. Select the service category in the result list.

  3. Select the Assign object-dependent references task.

    In the Add assignments pane, assign object-dependent references.

    TIP: In the Remove assignments pane, you can remove assigned object-dependent references.

    To remove an assignment

    • Select the object-dependent reference and double-click .

  4. Save the changes.

Displaying the service category overview

To obtain an overview of a service category

  1. In the Manager, select the Accounting > Service catalog category.

  2. Select the service category in the result list.

  3. Select the Service category overview task.

Vouchers and voucher items

Vouchers are overviews of bookable IT services. Each of the services are added as voucher items in a voucher. For example, software assigned to an employee or scheduled measurement of mailbox sizes can be consolidated in one voucher item. It is also possible to include data from external data sources for making vouchers. Vouchers are initially merely entered in One Identity Manager because accounting methods and the bookable amounts vary between companies. One action which is independent of this and can be customized is grouping and evaluation of receipts or other vouchers.

You can group voucher items automatically using One Identity Manager. To do this, One Identity Manager Service offers a process component, which you can use to collect and process vouchers and voucher items. One Identity Manager also offers the option to link report generation into the accounting procedure.

To make vouchers for bookable IT services

  1. Create vouchers in the Manager.

  2. Define processes that group the voucher items together. You can input voucher items automatically or manually.

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Entering and editing vouchers

To edit or create a voucher

  1. In the Manager, select the Accounting > Vouchers category.

  2. In the result list, select the voucher and run the Change main data task.

    - OR -

    Click in the result list.

  3. Edit the voucher's main data.

  4. Save the changes.
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