Identity Manager 8.1.5 - Chargeback Administration Guide

General master data for a service item Pricing information Extended master data for a service item Default service items Additional tasks for managing service items

Service item overview Defining hierarchy for service items Editing product dependencies for requests Assigning a service item to departments, cost centers and locations Assigning a service item to business roles Assigning functional areas Assigning extended properties View documentation Assigning object-dependent references Assigning tags Changing products

Entering service categories

Service category master data Default service categories Additional tasks for managing service categories

Service category overview Assigning service items Assigning object-dependent references

Vouchers and voucher items

Entering vouchers

General master data for vouchers Invoice recipients User-defined master data Additional tasks for vouchers

Overview of the voucher Starting an accounting run Assign devices Recalculating a voucher Reactivating a voucher

Entering voucher items automatically Entering voucher items manually

General master data for a voucher item Pricing information Miscellaneous master data User-defined master data Additional tasks for voucher items

Overview of voucher items Reactivating a voucher item

Assigning tags

Use this task to assign tags to service items and to add new tags. This task is only available if the configuration parameter QER | ITShop is set.

To assign a tag to a service item

Select the Accounting | Service items category.
Select the service item in the result list.
Select the Assign tag task.
Double-click on the assignment form on the tag to assign to the service item.
Save the changes.

To add a tag for a service item

Select the Accounting | Service items category.
Select the service item in the result list.
Select the Assign tag task.
Select the Create tag task.
Enter the tag and a description for it.
Save the changes.
The new tag is shown on the assignment form.
Double-click on the tag to assign it to the selected service item.
Save the changes.

Changing products

A product can be replaced by another product at a specified time. This task is only available if the configuration parameter "QER | ITShop" is set.

To replace a product with another one

Select the Accounting | Service items category.
In the result list, select the product's service item to be replaced.
Select the Change product... task.
Enter the following data:
- Expiry date
  Date on which the product is replaced by a different product.
- Alternative product
  Enter the service item that can be requested instead in Alternative product.
Click OK.

Entering service categories

You can group individual service items into service categories to create a service catalog. Price information required or service category cost types and services types can be mapped to individual products using customized templates.

To edit service categories

In the Manager, select the Select Accounting | Service catalog category.
In the result list, select the service category and run the Change master data task.
Edit the service category's master data.
Save the changes.

Service category master data

Enter the following master data for a service category. If you add a new service category, you must fill out the required fields.

Table 14: General master data for a service category
Master data	Meaning
Service category	The service item’s name.
Special service category	Specifies whether the service category has a special purpose.
Parent service category	If you want to have service categories in a hierarchical structure, select a parent service category from the list.
Product owners	Assign a Request & Fulfillment \| IT Shop \| Product owner application role. This property is only available if the QER \| ITShop configuration parameter is enabled.
Attestors	Assign a Request & Fulfillment \| IT Shop \| Attestor application role. The members of this application role can chosen as attestor in an attestation procedure. To create a new application role, click . Enter the application role name and assign a parent application role. Attestors can only be assigned if the QER \| ITShop configuration parameter is enabled. For more detailed information, see the One Identity Manager Attestation Administration Guide.
Activity supplied	Select a activity from the menu.
Cost type	Select a costing type from the menu.
Approval policies	Approval policies used to determine the approver when the service item is requested from a service category in the IT Shop. This property is only available if the QER \| ITShop configuration parameter is enabled.
Request property	Select the group for defining extended properties for a request. The request properties are displayed in the Web Portal depending on the configuration, requester, or approver. This property is only available if the QER \| ITShop configuration parameter is enabled.
Purchase price, sales price, internal price, currency	Enter the required price information for the service category accounting.
Sort order	Customer specific criteria for sorting assigned service items.
Description	Text field for additional explanation.
Image	Image for this service category. Select the path where the picture is stored.
Spare field no. 01 - spare field no. 10	Additional company-specific information. Use the Designer to customize display names, formats, and templates for the input fields.

Identity Manager 8.1.5 - Chargeback Administration Guide

Assigning tags

Changing products

Entering service categories

Service category master data

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Identity Manager 8.1.5 - Chargeback Administration Guide

Assigning tags

Changing products

Entering service categories

Service category master data

Detailed information about this topic

Related topics