Identity Manager 8.2.1 - 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

Entering and editing service items

In order to invoice company resources internally, a service item must be assigned to them. The price information is entered in the service item. Add a service item for every company resource to be invoiced. You can group individual service items into service categories.

To create or edit service categories

In the Manager, select the Accounting > Service items category.
In the result list, select the product's service item and select the Change main data task.

- OR -

Click in the result list.
Enter the service item's main data.
Save the changes.

General main data of service items

Enter the following data on the General tab. If you add a new service item, you must fill out the required fields.

Table 7: General main data of a service item
Main data	Meaning
Service item	Service item name.
Special service item	If a product is used for a specific purpose, for example, for product collection, then mark it as a special service item.
Service category	Group individual products into a collection of products. Select an existing service category from the list or add a new one. To create a new service category, click . Enter at least one name for the service item.
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 Attestation Module is installed and the QER \| ITShop configuration parameter is set.
Cost center	Cost center for booking the service item in the accounts.
Manufacturer	Manufacturer data.
Terms of use	Terms of use for the product. The product can only be requested if the requester has accepted the terms of use. This property is only available if the QER \| ITShop configuration parameter is enabled.
Request number, product code, product code (foreign)	Company-specific service item properties.
Activity supplied	Select a activity from the menu.
Cost type	Select a cost type from the menu.
Functional area	Company-specific service item property.
Approval policies	Approval policy used to determine the approver when the service item is requested in the IT Shop. This property is only available if the QER \| ITShop configuration parameter is enabled.
Request property	Select a request property using the additional request parameters that are defined for a request. Requests can be given additional information though product-specific request properties such as the specific details of a product, its size, or color. A request property gathers all additional features together that can be given when requesting a product. To create a new request property, click and enter the request property's name. Then define the request parameters. This property is only available if the QER \| ITShop configuration parameter is enabled.
Calculation info	Enter the calculation mode as accounting information.
Availability	Company-specific information about the service item‘s availability.
Sort order	Customer-specific criteria for sorting service items.
Website	Web page with more information about the service item. This field allows you to link product descriptions in the internet or intranet to the service item. To open the website, select Visit website in the default web browser.
Max. days valid	Time period for limited assignments through IT Shop. This property is only available if the QER \| ITShop configuration parameter is enabled.
Description	Text field for additional explanation.
Retain service item assignment on relocation	Specifies whether requests belonging to this service item remain intact when a customer or a product relocates. This property is only available if the QER \| ITShop configuration parameter is enabled.
Not available	Specifies whether the service item can still be requested in the IT Shop. This property is only available if the QER \| ITShop configuration parameter is enabled.
Request properties must be defined separately per recipient	Specifies whether additional request properties must be entered separately for each recipient of this product, if the product is requested for different recipients in one request procedure. If this option is not set, the selected request properties apply uniformly to all recipients of the product. This property is only available if the QER \| ITShop configuration parameter is enabled.
Approval by multi-factor authentication	The approval of requests with this service item requires multi-factor authentication.

Detailed information about this topic

Pricing for service items

Enter the required pricing information for booking the service item to the accounts on the Calculation tab.

Table 8: Pricing for a service item
Property	Description
Purchase price	Purchase price.
Sales price	Sales price.
Internal price	Internal transfer price.
Rental rate (purchasing)	Purchase price on product rental.
Rental rate (selling)	Sales price on product rental
Rental rate (internal)	Internal transfer price on product rental
Currency	Currency unit
Sales tax	Sale tax to apply in percent (%)

Extended main data for service items

On the Picture tab, you can import an image of the product into the data base. Select the path where the picture is stored.

On the User-defined tab, enter additional company-specific information in the spare fields. Use the Designer to customize display names, formats, and templates for the fields.

Identity Manager 8.2.1 - Chargeback Administration Guide

Entering and editing service items

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Identity Manager 8.2.1 - Chargeback Administration Guide

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