Chat now with support
Chat mit Support

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

Attestors

Installed modules: Attestation Module

In One Identity Manager, you can specify which employees are used as attestors for service items and service categories in attestation cases if the approval workflow is set up accordingly. To do this, assign a service item or a service category to an attestor's application role. Assign employees that are authorized to attest accounting data to this application role. A default application role for attestors is available in One Identity Manager. You may create other application roles as required.

For detailed information about implementing and editing application roles, see the One Identity Manager Authorization and Authentication Guide.

Table 10: Default application roles for attestors
User Tasks

Attestors for IT Shop

Attestors must be assigned to the Request & Fulfillment | IT Shop | Attestors application role.

Users with this application role:

  • Attest correct assignment of company resource to IT Shop structures for which they are responsible.
  • Can view master data for these IT Shop structures but not edit them.
NOTE: This application role is available if the module Attestation Module is installed.

To specify attestors

  1. Select the Accounting | Basic configuration data | Attestors category.
  2. Select the Assign employees task.

  3. In the Add assignments pane, add employees.

    TIP: In the Remove assignments pane, you can remove assigned employees.

    To remove an assignment

    • Select the employee and double-click .
  4. Save the changes.

Entering service items

In order to invoice company resources internally, a service item must be assigned to them. The price information is entered in the service item. Add a service item for every company resource to be invoiced. You can group individual service items into service categories.

To edit service items

  1. In the Manager, select the Accounting | Service items category.

  2. In the result list, select the product's service item and select the Change master data task.

    - OR -

    Click in the result list.

  3. Enter the service item's master data.

  4. Save the changes.

General master data for a service item

Enter the following data on the General tab. If you add a new service item, you must fill out the required fields.

Table 11: General master data for a service item

Master data

Meaning

Service item

Service item name.

Special service item

If a product is used for a specific purpose, for example, for product collection, then mark it as a special service item.

Service category

Group individual products into a collection of products. Select an existing service category from the list or add a new one.

To create a new service category, click . Enter at least one name for the service item.

Product owners

Assign a Request & Fulfillment | IT Shop | Product owner application role.

This property is only available if the QER | ITShop configuration parameter is enabled.

Attestors

Assign a Request & Fulfillment | IT Shop | Attestor application role.

The members of this application role can chosen as attestor in an attestation procedure.

To create a new application role, click . Enter the application role name and assign a parent application role.

Attestors can only be assigned if the QER | ITShop configuration parameter is enabled.

Cost center

Cost center for booking the service item in the accounts.

Manufacturer

Manufacturer data.

Terms of use

Terms of use for the product. The product can only be requested if the requester has accepted the terms of use.

This property is only available if the QER | ITShop configuration parameter is enabled.

Request number, product code, product code (foreign).

Company-specific service item properties.

Activity supplied

Select a activity from the menu.

Cost type

Select a costing type from the menu.

Functional area

Company-specific service item property.

Approval policies

Approval policy used to determine the approver when the service item is requested in the IT Shop.

This property is only available if the QER | ITShop configuration parameter is enabled.

Request property

 Select the group for defining extended properties for a request. The request properties are displayed in the Web Portal depending on the configuration, requester, or approver.

This property is only available if the QER | ITShop configuration parameter is enabled.

Calculation info

Enter the calculation mode as accounting information.

Availability

Company-specific information about the service item‘s availability.

Sort order

Customer-specific criteria for sorting service items.

Website

 Web page with more information about the service item.

This field allows you to link product descriptions in the internet or intranet to the service item. To open the website, select Visit website in the default web browser.

Validity period

Time period for limited assignments through IT Shop.

This property is only available if the QER | ITShop configuration parameter is enabled.

Description

Text field for additional explanation.

Retain service item assignment on relocation

Specifies whether requests belonging to this service item remain intact when a customer or a product relocates..

This property is only available if the QER | ITShop configuration parameter is enabled.

Not available

Specifies whether the service item can still be requested in the IT Shop.

This property is only available if the QER | ITShop configuration parameter is enabled.

Request properties must be defined separately per recipient

Specifies whether additional request properties must be entered separately for each recipient of this product, if the product is requested for different recipients in one request procedure.

If this option is not set, the selected requested properties apply uniformly to all recipients of the product.

This property is only available if the QER | ITShop configuration parameter is enabled.

Approval by multi-factor authentication

The approval of requests with this service item requires multi-factor authentication.

Detailed information about this topic
Related topics
  • One Identity Manager IT Shop Administration Guide
  • One Identity Manager Attestation Administration Guide

Pricing information

Enter the required pricing information for booking the service item to the accounts on the Calculation tab.

Table 12: Pricing for a service item

Property

Description

Purchase price

Purchase price.

Sales price

Sales price.

Internal price

Internal transfer price.

Rental rate (purchasing)

Purchase price on product rental.

Rental rate (selling)

Sales price on product rental

Rental rate (internal)

Internal transfer price on product rental

Currency

Currency unit

Sales tax

Sale tax to apply in percent (%)

Related topics
Verwandte Dokumente

The document was helpful.

Bewertung auswählen

I easily found the information I needed.

Bewertung auswählen