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Identity Manager 9.2.1 - Chargeback Administration Guide

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Accounting data

One Identity Manager users for accounting Prerequisites for accounting Compiling price information Basic accounting data

Voucher types Data sources Accounting runs Cost types

Assigning service items to cost types Assigning service categories to cost types Displaying the cost type overview

Activities supplied

Assign service items to activities supplied Assigning service categories to activities supplied Displaying the activity supplied overview

Business partners Functional areas Product owners Attestors

Entering and editing service items

General main data of service items Pricing for service items Extended main data for service items Default service items Defining hierarchy for service items Editing product dependencies for requests Assigning service items to departments, cost centers and locations Assigning service items to business roles Assigning functional areas to service items Assigning extended properties to service items Displaying websites for service items Changing products for service items Adding tags and assigning them to service items Assigning object-dependent references to service items Displaying the service items overview

Entering and editing service categories

Main data for service categories Default service categories Assigning service items to service categories Assigning object-dependent references to a service category Displaying the service category overview

Vouchers and voucher items

Entering and editing vouchers

General main data for vouchers Invoice recipients for receipts Custom main data of vouchers Assigning vouchers to devices Recalculating vouchers Reactivating vouchers Displaying the voucher overview

Entering voucher items automatically Starting accounting runs for vouchers Entering and editing voucher items manually

General main data for voucher items Pricing for voucher items Miscellaneous main data of voucher items Custom main data of voucher items Reactivating voucher items Displaying the voucher items overview

Cost types

Enter cost types under which voucher items are booked. For example, infrastructure vouchers or service items.

To create or edit a cost type

In the Manager, select the Accounting > Basic configuration data > Cost types category.
In the result list, select a cost type and run the Change main data task.

- OR -

Click in the result list.
Edit the cost type's main data.
- Cost type: Name of the cost type.
- Cost type (number): (Optional) Bookkeeping account number.
- Description: (Optional) 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.
Save the changes.

Related topics

Assigning service items to cost types

Assign service items to cost types to be able to invoice them.

To assign service items to a cost type

In the Manager, select the Accounting > Basic configuration data > Cost types category.
Select the cost type in the result list.
Select the Assign service items task.
In the Add assignments pane, assign service items.
TIP: In the Remove assignments pane, you can remove service item assignments.

To remove an assignment
- Select the service item and double-click .
Save the changes.

Assigning service categories to cost types

Assign service categories to cost types to be able to invoice them.

To assign service categories to a cost type

In the Manager, select the Accounting > Basic configuration data > Cost types category.
Select the cost type in the result list.
Select the Assign service categories task.
In the Add assignments pane, assign the service categories.
TIP: In the Remove assignments pane, you can remove assigned service categories.

To remove an assignment
- Select the service category and double-click .
Save the changes.

Displaying the cost type overview

To obtain an overview of a cost type

In the Manager, select the Accounting > Basic configuration data > Cost types category.
Select the cost type in the result list.
Select the Cost type overview task.

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