Converse agora com nosso suporte

Obtenha ajuda em tempo real
Concluir registro

Entrar

Solicitar preços

Entre em contato com o setor de vendas

Identity Manager 9.2 - Chargeback Administration Guide

Navegação de conteúdo

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

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

Entering and editing service items

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

Miscellaneous main data of voucher items

You can enter more information required for booking the voucher item on the Miscellaneous tag. The recipient of the IT service must be entered. Then you must enter at least one of the following fields: Workdesk, Device, Identity, Business role, Location, Cost center, Department, or Customer.

Table 19: Miscellaneous main data of a voucher item
Property	Description
Activity supplied	Select a activity from the menu.
Cost type	Select a cost type from the menu.
Workdesk	Worksdesk that received the IT service.
Device	Device that received the IT service.
Identity	Identity that received the IT service.
Business role	Business role that received the IT service.
Location	Location that received the IT service.
Cost center	Cost center that received the IT service.
Department	Department that received the IT service.
Customer	Partner that received the IT service.
Received on	Date the IT service bill was received.
Approved on	Date of final approval.

Related topics

Custom main data of voucher items

Additional company-specific information. Use the Designer to customize display names, formats, and templates for the input fields.

Reactivating voucher items

If a voucher item has already been processed, set the Booked option. This voucher can no longer be processed.

To reactivate a voucher item for processing

In the Manager, select the Accounting > Items category.
Select the voucher item in the result list.
Select the Recalculate task.
Save the changes.

Related topics

General main data for voucher items

Displaying the voucher items overview

To obtain an overview of a voucher item

In the Manager, select the Accounting > Items category.
Select the voucher item in the result list.
Select the Voucher item overview task.

Documentos relacionados

The document was helpful.

Selecione a classificação

I easily found the information I needed.

Selecione a classificação

© 2024 One Identity LLC. ALL RIGHTS RESERVED. Terms of Use Privacy Cookie Preference Center