One Identity Manager supplies service items by default.
To edit default service items
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In the Manager, select the Accounting > Service items > Predefined category.
Accounting data
One Identity Manager users for accounting
Prerequisites for accounting
Compiling price information
Basic accounting data
Voucher types
Data sources
Accounting runs
Cost types
Entering and editing service items
Assigning service items to cost types
Assigning service categories to cost types
Displaying the cost type overview
Activities supplied
Assign service items to activities supplied
Assigning service categories to activities supplied
Displaying the activity supplied overview
Business partners
Functional areas
Product owners
Attestors
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
Default service items
Defining hierarchy for service items
You can structure service items hierarchically. To do this, assign a service item below or above another service item.
Example
The items "cabling", "service infrastructure", "hotline", and "backup system" are agreed upon by seller and purchaser and given prices. The collective products "Service PC", "Service Notebook" and "Service User Accounts" are defined within the company. These comprise the single items listed above. The prices for the collective products can be taken from the prices for the single items assuming a corresponding processes have been implemented for this.
| Collective Item | Single Item |
|---|---|
| Service PC | cabling |
| service infrastructure | |
| backup system | |
| hotline | |
| Service notebook | cabling |
| service infrastructure | |
| hotline | |
| Service user accounts | hotline |
To structure service items hierarchically
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In the Manager, select the Accounting > Service items category.
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In the result list, select a service item in the result list and run the task Edit service item hierarchy.
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Select the Child service items tab.
In the Add assignments pane, assign child service items.
TIP: In the Remove assignments pane, you can remove service item assignments.
To remove an assignment
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Select the service item and double-click
.
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Select the Parent service items tab.
In the Add assignments pane, assign parent service items.
TIP: In the Remove assignments pane, you can remove service item assignments.
To remove an assignment
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Select the service item and double-click
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- Save the changes.
Editing product dependencies for requests
Dependencies between products are taken into account by IT Shop requests. This task is only available if the QER | ITShop configuration parameter is set.
Assigning service items to departments, cost centers and locations
You can issue separate invoices according to the different company structures. To do this assign the service items to departments, cost centers, and locations.
To assign a service item to departments, cost centers, and locations
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In the Manager, select the Accounting > Service items category.
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Select the service item in the result list.
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Select the Assign organizations task.
In the Add assignments pane, assign the organizations:
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On the Departments tab, assign departments.
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On the Locations tab, assign locations.
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On the Cost centers tab, assign cost centers.
TIP: In the Remove assignments pane, you can remove assigned organizations.
To remove an assignment
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Select the organization and double-click
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- Save the changes.