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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

Additional Tasks for Activities Supplied

After you have entered the master data, you can apply different tasks to it. The task view contains different forms with which you can run the following tasks.

Overview of Activities Supplied

Overview of Activities Supplied

To obtain an overview of a supplied activity.

  1. Select the category Accounting | Basic configuration data | Activities supplied.
  2. Select the activity in the result list.
  3. Select Activity supplied overview in the task view.

Assigning Service Items

Assigning Service Items

Assign service items to activities supplied to be able to invoice them.

To assign service items to an activity supplied

  1. Select the category Accounting | Basic configuration data | Activities supplied.
  2. Select the activity 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 a service categories to activities supplied to be able to invoice them.

To assign service categories to an activity supplied

  1. Select the category Accounting | Basic configuration data | Activities supplied.
  2. Select the activity 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.
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