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Identity Manager 9.0 LTS - 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

Cost types

Enter cost types under which voucher items are booked. For example, infrastructure vouchers or service items.

To create or edit a cost type

  1. In the Manager, select the Accounting > Basic configuration data > Cost types category.

  2. In the result list, select a cost type and run the Change main data task.

    - OR -

    Click in the result list.

  3. Edit the cost type's main data.

    • Cost type: Name of the cost type.

    • Cost type (number): (Optional) Bookkeeping account number.

    • Description: (Optional) Text field for additional explanation.

    • 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.

  4. Save the changes.
Related topics

Assigning service items to cost types

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

To assign service items to a cost type

  1. In the Manager, select the Accounting > Basic configuration data > Cost types category.

  2. Select the cost type in the result list.

  3. Select the Assign service items task.

  4. 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 .

  5. Save the changes.

Assigning service categories to cost types

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

To assign service categories to a cost type

  1. In the Manager, select the Accounting > Basic configuration data > Cost types category.

  2. Select the cost type in the result list.

  3. Select the Assign service categories task.

  4. In the Add assignments pane, assign the service categories.

    TIP: In the Remove assignments pane, you can remove assigned service categories.

    To remove an assignment

    • Select the service category and double-click .

  5. Save the changes.

Displaying the cost type overview

To obtain an overview of a cost type

  1. In the Manager, select the Accounting > Basic configuration data > Cost types category.

  2. Select the cost type in the result list.

  3. Select the Cost type overview task.

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