Identity Manager 9.1 - Chargeback Administration Guide

General main data of service items Pricing for service items Extended main data for service items Default service items Defining hierarchy for service items Editing product dependencies for requests Assigning service items to departments, cost centers and locations Assigning service items to business roles Assigning functional areas to service items Assigning extended properties to service items Displaying websites for service items Changing products for service items Adding tags and assigning them to service items Assigning object-dependent references to service items Displaying the service items overview

Entering and editing service categories

Main data for service categories Default service categories Assigning service items to service categories Assigning object-dependent references to a service category Displaying the service category overview

Vouchers and voucher items

Entering and editing vouchers

General main data for vouchers Invoice recipients for receipts Custom main data of vouchers Assigning vouchers to devices Recalculating vouchers Reactivating vouchers Displaying the voucher overview

Entering voucher items automatically Starting accounting runs for vouchers Entering and editing voucher items manually

General main data for voucher items Pricing for voucher items Miscellaneous main data of voucher items Custom main data of voucher items Reactivating voucher items Displaying the voucher items overview

Assigning service items to business roles

NOTE: This function is only available if the Business Roles Module is installed.

You can issue separate invoices according to the different company structures. Assign service items to business roles to do this.

To assign service items to business roles

In the Manager, select the Accounting > Service items category.
Select the service item in the result list.
Select the Assign business roles task.

In the Add assignments pane, select the role class and assign business roles.
TIP: In the Remove assignments pane, you can remove assigned business roles.

To remove an assignment
- Select the business role and double-click .
Save the changes.

Assigning functional areas to service items

You can use One Identity Manager to assess the risk of assignments. The assessments can be evaluated separately by functional area. To do this, service items must be assigned to functional areas. For more information, see the One Identity Manager Risk Assessment Administration Guide.

To assign functional areas to a service item

In the Manager, select the Accounting > Service items category.
Select the service item in the result list.
Select the Assign functional areas task.

Assign the functional areas in Add assignments.
TIP: In the Remove assignments pane, you can remove functional area assignments.

To remove an assignment
- Select the functional area and double-click .
Save the changes.

Assigning extended properties to service items

Extended properties are meta objects, such as operating codes, cost codes, or cost accounting areas that cannot be mapped directly in One Identity Manager.

To assign extended properties to a service item

In the Manager, select the Accounting > Service items category.
Select the service item in the result list.
Select the Assign extended properties task.

In the Add assignments pane, assign extended properties.
TIP: In the Remove assignments pane, you can remove assigned extended properties.

To remove an assignment
- Select the extended property and double-click .
Save the changes.

Displaying websites for service items

You can link product descriptions in internet or intranet with the service item. For this, you enter the URL of a website in Website on the main data form.

To open the website in a standard browser

In the Manager, select the Accounting > Service items category.
Select the service item in the result list.
Select the Visit website task.

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Identity Manager 9.1 - Chargeback Administration Guide

Assigning service items to business roles

Assigning functional areas to service items

Assigning extended properties to service items

Displaying websites for service items

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