Identity Manager 9.1.3 - 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

Default service items

One Identity Manager supplies service items by default.

To edit default service items

In the Manager, select the Accounting > Service items > Predefined category.

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.

Table 9: Example for grouping collective products
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

In the Manager, select the Accounting > Service items category.
In the result list, select a service item in the result list and run the task Edit service item hierarchy.
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
- Select the service item and double-click .
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
- Select the service item and double-click .
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. For more information, see the One Identity Manager IT Shop Administration Guide.

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

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

In the Add assignments pane, assign the organizations:
- On the Departments tab, assign departments.
- On the Locations tab, assign locations.
- On the Cost centers tab, assign cost centers.
TIP: In the Remove assignments pane, you can remove assigned organizations.

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

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