Identity Manager 9.1.3 - Chargeback Administration Guide

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

Changing products for service items

NOTE: This task is only available if the QER | ITShop configuration parameter is set.

A product can be replaced by another product at a specified time. All employees who have requested this product are notified by an email telling them to request a replacement product.

To replace a product with another one

In the Manager, select the Accounting > Service items category.
Select the product's service item to replace in the result list.
Select the Change product task.
Enter the following data:
- Expiry date: Date on which the product is replaced by a different product.
- Alternative product: Service item that can be requested instead.
Click OK.

Adding tags and assigning them to service items

NOTE: This task is only available if the QER | ITShop configuration parameter is set.

Use this task to assign tags to service items and to add new tags.

To add and assign a tag to a service item

In the Manager, select the Accounting > Service items category.
Select the service item in the result list.
Select the Assign tag task.
Select the Create tag task.
Enter the tag and a description for it.
Save the changes.
The new tag is shown on the assignment form.
Double-click on the tag to assign it to the selected service item.
Save the changes.

To assign a tag to a service item

In the Manager, select the Accounting > Service items category.
Select the service item in the result list.
Select the Assign tag task.

In the Add assignments pane, assign the tag.
TIP: In the Remove assignments pane, you can remove tag assignments.

To remove an assignment
- Select the tag and double-click .
Save the changes.

Assigning object-dependent references to service items

NOTE: This task is only available if the QER | ITShop configuration parameter is set.

Object dependent references can be assigned to service items. Use object-dependent references to configure your Web Portal with the Web Designer. All object-dependent references whose type references the AccProduct table can be assigned. For more information about this, see the One Identity Manager Web Designer Reference Guide.

To assign object-dependent references to a service item

In the Manager, select the Accounting > Service items category.
Select the service item in the result list.
Select the Assign object-dependent references task.

In the Add assignments pane, assign object-dependent references.
TIP: In the Remove assignments pane, you can remove assigned object-dependent references.

To remove an assignment
- Select the object-dependent reference and double-click .
Save the changes.

Displaying the service items overview

To obtain an overview of a service item

In the Manager, select the Accounting > Service items category.
Select the service item in the result list.
Select the Service item overview task.

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Identity Manager 9.1.3 - Chargeback Administration Guide

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