Identity Manager 9.2 - 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 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 Accounting > Service catalog category.
In the result list, select the service category and run the Change main data task.
Edit the service category's main data.
Save the changes.

Main data for service categories

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

Table 10: General main data of a service category
Main 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 information, see the One Identity Manager Attestation Administration Guide.
Activity supplied	Select a activity supplied from the menu.
Cost type	Select a cost 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 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.
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.
Reason type on request	Specifies which type of reason is required when requesting a service item from this service catalog. Optional: A reason can be provided if required. Reason required (standard or free): A standard reason must be selected or a reason given with any text. Free text required: A reason must be given with freely selected text. NOTE: In the Web Designer Web Portal this information is not used. No distinction is made between the different types of reasons.
Reason type on approval	Specifies which type of reason is required when granting approval to a service item from this catalog. Optional: A reason can be provided if required. Reason required (standard or free): A standard reason must be selected or a reason given with any text. Free text required: A reason must be given with freely selected text. NOTE: In the Web Designer Web Portal this information is not used. No distinction is made between the different types of reasons.
Reason type on denial	Specifies which type of reason is required when denying approval to a service item from this catalog. Optional: A reason can be provided if required. Reason required (standard or free): A standard reason must be selected or a reason given with any text. Free text required: A reason must be given with freely selected text. NOTE: In the Web Designer Web Portal this information is not used. No distinction is made between the different types of reasons.
Description	Text field for additional explanation.
Full name	Full name of the service category.
Remarks	Text field for additional explanation.
Picture	Picture 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.

Detailed information about this topic

Default service categories

One Identity Manager supplies service categories by default. These service categories make up the default service items in the service catalog.

To edit default service categories

In the Manager, select the Accounting > Service catalog category.

Assigning service items to service categories

Use this task to assign any number of service items to a service category.

To assign service items to a service category

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

In the Add assignments pane, assign 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.

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Identity Manager 9.2 - Chargeback Administration Guide

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