Identity Manager 8.1.5 - Chargeback Administration Guide

Select the Accounting | Basic configuration data | Voucher types category.
Select the voucher type in the result list. Select the Change master data task.
- OR -

Click in the result list.
Edit the voucher type's master data.
Save the changes.

Enter the following properties for a voucher type.

Table 2: General master data for voucher types
Property	Description
voucher type	Name of the voucher type
Description	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.

Business partners

You can enter a manufacturer for a service item. In One Identity Manager, you can enter the data for external businesses that might come into question as manufacturers, suppliers, or partners.

To edit business partners

Select the Accounting | Basic configuration data | Business partners category.
Select a business partner in the result list. Select the Change master data task.
- OR -

Click in the result list.
Edit the business partner's master data.
Save the changes.

Enter the following data for a company.

Table 3: General master data for a company
Property	Description
Company	Short description of the company for the views in One Identity Manager tools.
Name	Full company name.
Surname prefix	Additional company name.
Short name	Company's short name.
Contact	Contact person for the company.
Partner	Specifies whether this is a partner company.
Customer number	Customer number at the partner company.
Supplier	Specifies whether this is a supplier.
Customer number	Customers number at supplier.
Leasing partner	Specifies whether this is a leasing provider or rental firm.
Manufacturer	Specifies whether this is a manufacturer.
Remarks	Text field for additional explanation.

Table 4: Company address
Property	Description
Street	Street or road.
Building	Building
Zip code	Zip code.
City	City.
State	State.
Country	Country.
Phone	Company's telephone number.
Fax	Company's fax number.
Email address	Company's email address.
Website	Company's website. Click the Browse button to display the web page in the default web browser.

Functional areas

To analyze rule checks for different areas of your company in the context of identity audit, you can set up functional areas. Functional areas can be assigned to hierarchical roles and service items. You can enter criteria that provide information about risks from rule violations for functional areas and hierarchical roles. To do this, you specify how many rule violations are permitted in a functional area or a role. You can enter separate assessment criteria for each role, such as a risk index or transparency index.

Example for using functional areas are:

To assess the risk of rule violations for service items. Proceed as follows:

Set up functional areas.
Assign service items to the functional areas.
Specify the number of rule violations allowed for the functional area.
Assign compliance rules required for the analysis to the functional area.
Use the One Identity Manager report function to create a report that prepares the result of rule checking for the functional area by any criteria.

To edit functional areas

In the Manager, select the Accounting | Basic configuration data | Functional areas category.
In the result list, select a function area and run the Change master data task.

- OR -

Click in the result list.
Edit the function area master data.
Save the changes.

Enter the following data for a functional area.

Table 5: Functional area properties
Property	Description
Functional area	Description of the functional area
Parent Functional area	Parent functional area in a hierarchy. Select a parent functional area from the list in order to organize your functional areas hierarchically.
Max. number of rule violations	List of rule violation valid for this functional area. This value can be evaluated during the rule check. NOTE:This input field is available if theCompliance Rules Module exists.
Description	Text field for additional explanation.

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Identity Manager 8.1.5 - Chargeback Administration Guide

Basic accounting data

Voucher types

Business partners

Functional areas

Example for using functional areas are:

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