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Identity Manager 8.1.4 - Chargeback Administration Guide

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

Additional tasks for activities supplied

After you have entered the master data, you can run the following tasks.

Overview of activities supplied

To obtain an overview of a supplied activity.

  1. Select the Accounting | Basic configuration data | Activities supplied category.
  2. Select the activity in the result list.
  3. Select the Activity supplied overview task.

Assigning service items

Assign service items to activities supplied to be able to invoice them.

To assign service items to an activity supplied

  1. Select the Accounting | Basic configuration data | Activities supplied category.
  2. Select the activity in the result list.
  3. Select the Assign service items task.
  4. In the Add assignments pane, assign service items.

    - OR -

    In the Remove assignments pane, remove the service items.

  5. Save the changes.

Assigning service categories

Assign a service categories to activities supplied to be able to invoice them.

To assign service categories to an activity supplied

  1. Select the Accounting | Basic configuration data | Activities supplied category.
  2. Select the activity in the result list.
  3. Select the Assign service categories task.
  4. In the Add assignments pane, add service categories.

    - OR -

    In the Remove assignments pane, remove the service categories.

  5. Save the changes.
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