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Identity Manager 9.1 - Chargeback Administration Guide

Accounting data

One Identity Manager users for accounting Prerequisites for accounting Compiling price information Basic accounting data

Voucher types Data sources Accounting runs Cost types

Assigning service items to cost types Assigning service categories to cost types Displaying the cost type overview

Activities supplied

Assign service items to activities supplied Assigning service categories to activities supplied Displaying the activity supplied overview

Business partners Functional areas Product owners Attestors

Entering and editing service items

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

Activities supplied

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

To create or edit an activity supplied

In the Manager, select the Accounting > Basic configuration data > Activities supplied category.
In the result list, select an activity supplied and run the Change main data task.

- OR -

Click in the result list.
Edit the activity's main data.
- Activity supplied: Name of the activity supplied.
- Description: (Optional) Text field for additional explanation.
Save the changes.

Related topics

Assign service items to activities supplied

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

To assign service items to an activity supplied

In the Manager, select the Accounting > Basic configuration data > Activities supplied category.
Select the activity 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.

Assigning service categories to activities supplied

Assign a service categories to activities supplied to be able to invoice them.

To assign service categories to an activity supplied

In the Manager, select the Accounting > Basic configuration data > Activities supplied category.
Select the activity supplied in the result list.
Select the Assign service categories task.
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 .
Save the changes.

Displaying the activity supplied overview

To obtain an overview of a supplied activity.

In the Manager, select the Accounting > Basic configuration data > Activities supplied category.
Select the activity in the result list.
Select the Activity supplied overview task.

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