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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

Activities supplied

Activities supplied can be seen as cost units, for example, products, or projects.

To create or edit an activity supplied

  1. In the Manager, select the Accounting > Basic configuration data > Activities supplied category.

  2. In the result list, select an activity supplied and run the Change main data task.

    - OR -

    Click in the result list.

  3. Edit the activity's main data.

    • Activity supplied: Name of the activity supplied.

    • Description: (Optional) Text field for additional explanation.

  4. Save the changes.
Related topics

Assign service items to activities supplied

Assign service items to activities supplied to be able to invoice them.

To assign service items to an activity supplied

  1. In the Manager, select the Accounting > Basic configuration data > Activities supplied category.

  2. Select the activity in the result list.

  3. Select the Assign service items task.

  4. In the Add assignments pane, assign service items.

    TIP: In the Remove assignments pane, you can remove service item assignments.

    To remove an assignment

    • Select the service item and double-click .

  5. Save the changes.

Assigning service categories to activities supplied

Assign a service categories to activities supplied to be able to invoice them.

To assign service categories to an activity supplied

  1. In the Manager, select the Accounting > Basic configuration data > Activities supplied category.

  2. Select the activity supplied in the result list.

  3. Select the Assign service categories task.

  4. In the Add assignments pane, assign the service categories.

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

    To remove an assignment

    • Select the service category and double-click .

  5. Save the changes.

Displaying the activity supplied overview

To obtain an overview of a supplied activity.

  1. In the Manager, select the Accounting > Basic configuration data > Activities supplied category.

  2. Select the activity in the result list.

  3. Select the Activity supplied overview task.

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