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Identity Manager 8.2.1 - Chargeback Administration Guide

Accounting data
One Identity Manager users for accounting Prerequisites for accounting Compiling price information Basic accounting data Entering and editing service items Entering and editing service categories Vouchers and voucher items

Assigning service items to business roles

NOTE: This function is only available if the Business Roles Module is installed.

You can issue separate invoices according to the different company structures. Assign service items to business roles to do this.

To assign service items to business roles

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

  2. Select the service item in the result list.

  3. Select the Assign business roles task.

    In the Add assignments pane, select the role class and assign business roles.

    TIP: In the Remove assignments pane, you can remove assigned business roles.

    To remove an assignment

    • Select the business role and double-click .

  4. Save the changes.

Assigning functional areas to service items

You can use One Identity Manager to assess the risk of assignments. The assessments can be evaluated separately by functional area. To do this, service items must be assigned to functional areas. For detailed information, see the One Identity Manager Risk Assessment Administration Guide.

To assign functional areas to a service item

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

  2. Select the service item in the result list.

  3. Select the Assign functional areas task.

    Assign the functional areas in Add assignments.

    TIP: In the Remove assignments pane, you can remove functional area assignments.

    To remove an assignment

    • Select the functional area and double-click .

  4. Save the changes.

Assigning extended properties to service items

Extended properties are meta objects, such as operating codes, cost codes, or cost accounting areas that cannot be mapped directly in One Identity Manager.

To assign extended properties to a service item

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

  2. Select the service item in the result list.

  3. Select the Assign extended properties task.

    In the Add assignments pane, assign extended properties.

    TIP: In the Remove assignments pane, you can remove assigned extended properties.

    To remove an assignment

    • Select the extended property and double-click .

  4. Save the changes.

Displaying websites for service items

You can link product descriptions in internet or intranet with the service item. For this, you enter the URL of a website in Website on the main data form.

To open the website in a standard browser

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

  2. Select the service item in the result list.

  3. Select the Visit website task.

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