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Identity Manager 9.3 - 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

Changing products for service items

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

A product can be replaced by another product at a specified time. All identities who have requested this product are notified by an email telling them to request a replacement product.

To replace a product with another one

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

  2. Select the product's service item to replace in the result list.

  3. Select the Change product task.

  4. Enter the following data:

    • Expiry date: Date on which the product is replaced by a different product.

    • Alternative product: Service item that can be requested instead.

  5. Click OK.

Adding tags and assigning them to service items

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

Use this task to assign tags to service items and to add new tags.

To add and assign a tag to a service item

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

  2. Select the service item in the result list.

  3. Select the Assign tag task.

  4. Select the Create tag task.

  5. Enter the tag and a description for it.

  6. Save the changes.

    The new tag is shown on the assignment form.

  7. Double-click on the tag to assign it to the selected service item.

  8. Save the changes.

To assign a tag to a service item

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

  2. Select the service item in the result list.

  3. Select the Assign tag task.

    In the Add assignments pane, assign the tag.

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

    To remove an assignment

    • Select the tag and double-click .

  4. Save the changes.

Displaying the service items overview

To obtain an overview of a service item

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

  2. Select the service item in the result list.

  3. Select the Service item overview task.

Entering and editing service categories

You can group individual service items into service categories to create a service catalog. Price information required or service category cost types and services types can be mapped to individual products using customized templates.

To edit service categories

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

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

  3. Edit the service category's main data.

  4. Save the changes.
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