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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

Overview of Costing Types

Overview of Costing Types

To obtain an overview of a costing type

  1. Select the category Accounting | Basic configuration data | Cost types.
  2. Select the costing type in the result list.
  3. Select Cost type overview in the task view.

Assigning Service Items

Assigning Service Items

Assign service items to costing types to be able to invoice them.

To assign service items to a costing type

  1. Select the category Accounting | Basic configuration data | Cost types.
  2. Select the costing type in the result list.
  3. Select Assign service items in the task view.
  4. Assign service items in Add assignments.

    - OR -

    Remove service items in Remove assignments.

  5. Save the changes.

Assigning Service Categories

Assigning Service Categories

Assign service categories to costing types to be able to invoice them.

To assign service categories to a costing type

  1. Select the category Accounting | Basic configuration data | Cost types.
  2. Select the costing type in the result list.
  3. Select Assign service categories in the task view.
  4. Assign service categories in Add assignments.

    - OR -

    Remove service categories in Remove assignments.

  5. Save the changes.

Activities Supplied

Activities Supplied

Activities supplied can be seen as cost units, for example, products or projects.

To edit a supplied activity

  1. Select the category Accounting | Basic configuration data | Activities supplied.
  2. Select an activity in the result list. Select Change master data in the task view.

    - OR -

    Click in the result list toolbar.

  3. Edit the activity's master data.
  4. Save the changes.

Enter the following properties for the activity supplied.

Table 9: General Master Data for an Activity Supplied
Property Description
activity supplied Name of the activity supplied.
Description Spare text box for additional explanation.

Spare fields no. 01.....spare field no. 10

Additional company specific information. Use the Designer to customize display names, formats and templates for the input fields.

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