Define a service catalog statement item

A business service can be represented by a service catalog category or a catalog item. When a service request from the service catalog is fulfilled, the price listed for the service in the service catalog item is captured as the cost of the statement item for a fiscal period.

Before you begin

Role required: service_charging_analyst

Procedure

  1. Navigate to Financial Reporting > Administration > Statement Items.
  2. Click New.
  3. Click Service Catalog Statement Item.
  4. Fill in the form fields.
    Table 1. Service Catalog Statement Item form
    Field Description
    Name Name of the service catalog statement item.
    Business Service The business service that uses the statement item as a configured item.

    You can also create a business service.

    Catalog The catalog the statement item should report on. Shows the list of catalogs in the system.
    Category Catalog items under the selected Category are used for reporting the consumption details.
    Catalog item Catalog items under the selected Catalog and Category for which the consumption is reported.
    Active Enable the check box to make the service catalog statement item active.
    Fiscal Unit Defines the fiscal unit to be a month, quarter, or a period based on the fiscal calendar for which the statement item is generated.
    Description A short description of the statement item.
    Service Charging
    Service owner The person who owns the business service and who views the service catalog statement items.

    A service owner can manage the showback items, view the unit cost, cost recovery based on consumption, and set unit price, discount, or surcharge to the showback item.

    Pricing policy Set the pricing policy for the statement item at any of the following levels:
    • Charge item level: The adjusted price reflects at the statement item level.
    • Charge item breakdown level: The adjusted price reflects at the statement item breakdown level.
    • Catalog item level: The adjusted price reflects at the individual catalog item level in the expense lines.
    Pricing policy method Set the price adjustment based on a percentage of the average unit cost of the catalog item. Or, override the average unit cost by unit price pricing policy method.
    Note: If the pricing policy is at catalog item level, then you can opt for percentage-based pricing policy method.
  5. Click Submit.
  6. Click Generate Charge Lines to generate charge lines for the service catalog statement item.
    1. Enter the fiscal period for which you want to generate the charge lines.
      Note:

      Charge lines for a service catalog statement item are generated based on the preconfigured Opened (system property value is opened_at) date field in the Requested Items table. The dates of the requested items that fall within the fiscal period are considered for generating the charge lines. However, as a service charging analyst you can configure the system property (com.snc.showback.catalog.consumed_date) value to a date field of your choice in the Requested Items (sc_req_item) table.

    2. Click OK.
  7. Click Update if you have edited an existing record.
  8. Click Delete to delete the record.

What to do next

Create breakdown records for the service catalog statement item by clicking New in the Service Catalog Breakdowns related list.