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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 Entering and editing service items Entering and editing service categories Vouchers and voucher items

Default service items

One Identity Manager supplies service items by default.

To edit default service items

  • In the Manager, select the Accounting > Service items > Predefined category.

Defining hierarchy for service items

You can structure service items hierarchically. To do this, assign a service item below or above another service item.

Example

The items "cabling", "service infrastructure", "hotline", and "backup system" are agreed upon by seller and purchaser and given prices. The collective products "Service PC", "Service Notebook" and "Service User Accounts" are defined within the company. These comprise the single items listed above. The prices for the collective products can be taken from the prices for the single items assuming a corresponding processes have been implemented for this.

Table 9: Example for grouping collective products
Collective Item Single Item
Service PC cabling
service infrastructure
backup system
hotline
Service notebook cabling
service infrastructure
hotline
Service user accounts hotline

To structure service items hierarchically

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

  2. In the result list, select a service item in the result list and run the task Edit service item hierarchy.

  3. Select the Child service items tab.

    In the Add assignments pane, assign child 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. Select the Parent service items tab.

    In the Add assignments pane, assign parent 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.

Editing product dependencies for requests

Dependencies between products are taken into account by IT Shop requests. This task is only available if the QER | ITShop configuration parameter is set. For more information, see the One Identity Manager IT Shop Administration Guide.

Assigning service items to departments, cost centers and locations

You can issue separate invoices according to the different company structures. To do this assign the service items to departments, cost centers, and locations.

To assign a service item to departments, cost centers, and locations

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

  2. Select the service item in the result list.

  3. Select the Assign organizations task.

    In the Add assignments pane, assign the organizations:

    • On the Departments tab, assign departments.

    • On the Locations tab, assign locations.

    • On the Cost centers tab, assign cost centers.

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

    To remove an assignment

    • Select the organization and double-click .

  4. Save the changes.
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