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Identity Manager 8.0 - Chargeback Administration Guide

Accounting Data
One Identity Manager Users for Accounting Prerequisites for Accounting Basic Accounting Data Entering Service Items Entering Service Categories Vouchers and Voucher Items

Assigning Tags

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

  1. Select the category Accounting | Service items.

  2. Select the service item in the result list.
  3. Select Assign tag in the task view.
  4. Double-click on the assignment form on the tag to assign to the service item.
  5. Save the changes.

To add a tag for a service item

  1. Select the category Accounting | Service items.

  2. Select the service item in the result list.
  3. Select Assign tag in the task view.
  4. Select Create tag... in the task view.
  5. Enter the tag and a description for it.
  6. Save the changes.

    The new tag is shown on the assignment form.

  7. Double-click on the tag to assign it to the selected service item.
  8. Save the changes.

Changing Products

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

  1. Select the category Accounting | Service items.

  2. In the result list, select the product's service item to be replaced.
  3. Select Change product... in the task view.
  4. Enter the following data:
    • Expiry date

      Date on which the product will be replaced by another one.

    • Alternative product

      Service item that can be requested instead.

  5. Click OK.

Entering Service Categories

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

  1. Select the category Accounting | Service catalog.
  2. Select the service category in the result list.
  3. Select Change master data in the task view.
  4. Edit the service category's master data.
  5. Save the changes.

Service Category Master Data

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 compulsory 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 owners application role.

This property is only available if the configuration parameter "QER\ITShop" is set.

Attestors Assign Request & Fulfillment | IT Shop | Attestors to an 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 configuration parameter "QER\ITShop" is set.

Activity supplied

Select a activity from the menu.

Costing 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 configuration parameter "QER\ITShop" is set.

Request property Select the group for defining extended properties for a request. These request properties are displayed in the Web Portal depending on the configuration, requester or approver.

This property is only available if the configuration parameter "QER\ITShop" is set.

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 Spare text box for additional explanation.
Picture Picture of this service item in the database. Select the path where the picture is stored.
Spare fields no. 1 - 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
Related Topics
  • One Identity Manager IT Shop Administration Guide
  • One Identity Manager Attestation Administration Guide.
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