Define, generate, and publish a showback statement

Showback tells the consumers what it costs a service organization such as IT to deliver services to them. Defining a showback statement helps to capture the reporting entity (for example, a business unit) to whom you want the showback statement to be reported to. The showback statement is a collection of charges representing the statement items (the services consumed by the business unit) and is generated for a fiscal period.

Before you begin

Role required: service_charging_analyst

About this task

Showback statements provide the business unit a visibility of the services consumed and the charges associated with these services. It also brings an awareness and helps them to be judicious in using the business services and conscious of the cost factor associated with it.

Procedure

  1. Navigate to Financial Reporting > Administration > Showback Statement Definition.
  2. Click New to create a showback statement definition or click the name of an existing showback statement definition that you want to edit.
  3. Fill in the form fields.
    Table 1. Showback Statement Definition form
    Field Description
    Name Name of the showback statement definition.
    Reporting entity Enter a description for the showback statement definition.
    Reporting entity Captures the entity and the report is generated to show the entity of its consumption details.
    Reporting user field The reporting entity head who sees the report.
    Frequency The fiscal frequency for which the report is generated.
    Reporting user group field The user group who can see the report.

    All the members of the user group can see the report.

  4. Click Submit to save the record or Update if you have edited an existing record.
  5. Click Generate to generate the showback statement for the selected fiscal period.

    The generated report is made available for viewing purpose to the reporting entity (business unit). The showback statement gives the information that the reporting entity has used the services mentioned in the statement lines.

    As a financial analyst, you can generate the showback statement and publish it so that the showback user can view it.

    As a designated showback user (normally a business unit owner or a business unit finance lead), you can view the published showback statements assigned to you or your unit. You can review and accept them or raise a dispute if there is discrepancy and resolve it with the service owner or service charging analyst through the task workflow.

  6. Click Publish.
    1. Select the fiscal period in the Fiscal Period choice list of the Publish showback statement pop-up that opens up.
    2. Click OK.
      Note:

      The fiscal period for which you have generated and not yet published the showback statement is listed in the choice list. By publishing, the showback statement for the said fiscal period is available and the showback users can view it in My Showback Statements menu in the application navigator.

  7. Click Delete to delete the record.

    Create statement lines for the Showback Statement by clicking the Showback Statement Line Definitions New button.

What to do next

Monitor the showback statements in the service pricing console.