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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

Entering and editing service categories

You can group individual service items into service categories to create a service catalog. Price information required or service category cost types and services types can be mapped to individual products using customized templates.

To edit service categories

  1. In the Manager, select the Accounting > Service catalog category.

  2. In the result list, select the service category and run the Change main data task.

  3. Edit the service category's main data.

  4. Save the changes.
Related topics

Main data for service categories

Enter the following main data of a service category. If you add a new service category, you must fill out the required fields.

Table 10: General main data of a service category

Main data

Meaning

Service category

The service item’s name.

Special service category

Specifies whether the service category has a special purpose.

Parent service category

If you want to have service categories in a hierarchical structure, select a parent service category from the list.

Product owners

Assign a Request & Fulfillment | IT Shop | Product owner application role.

This property is only available if the QER | ITShop configuration parameter is enabled.

Attestors

Assign a Request & Fulfillment | IT Shop | Attestor application role.

The members of this application role can chosen as attestor in an attestation procedure.

To create a new application role, click . Enter the application role name and assign a parent application role.

Attestors can only be assigned if the QER | ITShop configuration parameter is enabled.

For more information, see the One Identity Manager Attestation Administration Guide.

Activity supplied

Select a activity supplied from the menu.

Cost type

Select a cost type from the menu.

Approval policies

Approval policies used to determine the approver when the service item is requested from a service category in the IT Shop.

This property is only available if the QER | ITShop configuration parameter is enabled.

Request property

Select a request property using the additional request parameters that are defined for a request.

Requests can be given additional information though product-specific request properties such as the specific details of a product, its size, or color. A request property gathers all additional features together that can be given when requesting a product.

To create a new request property, click and enter the request property's name. Then define the request parameters.

This property is only available if the QER | ITShop configuration parameter is enabled.

Purchase price, sales price, internal price, currency

Enter the required price information for the service category accounting.

Sort order

Customer specific criteria for sorting assigned service items.

Description

Text field for additional explanation.

Full name

Full name of the service category.

Remarks

Text field for additional explanation.

Picture

Picture for this service category. Select the path where the picture is stored.

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.

Detailed information about this topic

Default service categories

One Identity Manager supplies service categories by default. These service categories make up the default service items in the service catalog.

To edit default service categories

  • In the Manager, select the Accounting > Service catalog category.

Assigning service items to service categories

Use this task to assign any number of service items to a service category.

To assign service items to a service category

  1. In the Manager, select the Accounting > Service catalog category.

  2. Select the service category in the result list.

  3. 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 .

  4. Save the changes.
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