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Identity Manager 9.2 - 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

Entering and editing 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 create or edit service categories

  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 main data task.

    - OR -

    Click in the result list.

  3. Enter the service item's main data.

  4. Save the changes.
Related topics

General main data of service items

Enter the following general main data. If you add a new service item, you must fill out the required fields.

Table 7: General main data of a service item

Main 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 Attestation Module is installed and the QER | ITShop configuration parameter is set.

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 cost 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 a request property using the additional request parameters that are defined for a request.

Requests can be given additional information though product-specific request properties such as the specific details of a product, its size, or color. A request property gathers all additional features together that can be given when requesting a product.

To create a new request property, click and enter the request property's name. Then define the request parameters.

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.

Reason type on request

Specifies which type of reason is required when requesting this service item.

  • Optional: A reason can be provided if required.

  • Reason required (standard or free): A standard reason must be selected or a reason given with any text.

  • Free text required: A reason must be given with freely selected text.

NOTE: In the Web Designer Web Portal this information is not used. No distinction is made between the different types of reasons.

Reason type on approval

Specifies which type of reason is required when granting approval to this service item.

  • Optional: A reason can be provided if required.

  • Reason required (standard or free): A standard reason must be selected or a reason given with any text.

  • Free text required: A reason must be given with freely selected text.

NOTE: In the Web Designer Web Portal this information is not used. No distinction is made between the different types of reasons.

Reason type on denial

Specifies which type of reason is required when denying approval to this service item.

  • Optional: A reason can be provided if required.

  • Reason required (standard or free): A standard reason must be selected or a reason given with any text.

  • Free text required: A reason must be given with freely selected text.

NOTE: In the Web Designer Web Portal this information is not used. No distinction is made between the different types of reasons.

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.

Request parameters must be defined per recipient

Specifies whether request parameters 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 request parameters apply uniformly to all recipients of the product.

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.

Hide in service catalog

Specifies whether the service item is shown in the service catalog. If the option is set, the service item can be requested, but it is not displayed in the service catalog.

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

Pricing for service items

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

Table 8: 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

Extended main data for service items

On the Picture tab, you can import an image of the product into the data base. Select the path where the picture is stored.

On the User-defined tab, enter additional company-specific information in the spare fields. Use the Designer to customize display names, formats, and templates for the fields.

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