Install Base - Key Features

Demo Script (Internal)

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Install Base - Key Features

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 Table of Contents

Install Base - Key Features [EDUC5400] 31-Dec-2004................................................................................1

Install Base - Key Features.............................................................................................................................1
Create an Install Base Instance.......................................................................................................................3
Create Saved Searches [NAVCSI08] 26-Nov-2002..................................................................................4
Create Saved Searches....................................................................................................................................4
Create Extended Attributes [NAVCSI05] 26-Nov-2002...........................................................................6
Create Extended Attributes.............................................................................................................................6
Execute Mass Edit [NAVCSI09] 26-Nov-2002.........................................................................................8
Execute Mass Edit..........................................................................................................................................8
View Transaction History [NAVCSI12] 26-Nov-2002..............................................................................11
View Transaction History...............................................................................................................................11
Create Saved Searches [NAVCSI08] 26-Nov-2002..................................................................................13
Transaction History Purge..............................................................................................................................13
Execute Mass Edit [NAVCSI09] 26-Nov-2002.........................................................................................14
Component Replacement in Install Base via OM...........................................................................................14
Flowchart........................................................................................................................................................17

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Install Base - Key Features

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Install Base - Key Features
Document Control

Date Owner App Version Change Reference

Release
31-Dec-2004 [Link] 11.5.10 v1.0

Objective
The purpose of this document is to demonstrate all the major Product features of Install Base.

What's New?
History Transaction Purge-Install Base provides a utility to support the purge of history
transactions tied to an instance. Given a start date, the utility can be run to purge all the
transaction data with dates older than the specified date to a table for storage.

Component Replacement Enhancement in the Oracle Order Management-Oracle Install

Base Integration- The to-be-replaced component actually is detached from a customer product
configuration and the newly shipped item takes its place, if the to-be-replace item is specified in
the non-source section of the transaction detail of the sales order line.

Pitfalls

N/A

Assumptions
N/A

Related Business Flows (Optional)

N/A

Related Documents
[Link] >Reference Materials Folder > Fundamentals

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Install Base - Key Features

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Pre Demo Steps (Optional)
N/A

Begin Demo

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Install Base - Key Features

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Create an Install Base Instance
Create an Install Base Instance
1. Log into Apps Local login

Field Value
Username/password ddier/welcome
Portal TAB Service
Responsibility Install Base User

 Favorites>Oracle Installed Base

Launches Install Base Page.

 Create Item Instance

 (B) Create

Create Item Instance Page is displayed

 Enter values for the following fields and (B) Go after each field where appropriate

Field Value
Item Number (LOV) AS54888
Item Description and UOM defaulted
Quantity 1
Account Number (LOV) 1608
Party Name Business World
Party Number defaulted
Address (LOV) 2391 L Street
Location Number defaulted
Installed At (Check Box) Same as Current Location (Check)
This will default the Current location as
Install At address.

 Select Same as Current Location checkbox

 (B) Submit

Successful creation of product message is displayed

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Create Saved Searches
Create Saved Searches
2. Log into Apps Local login

Field Value
Username/password ddier/welcome
Portal TAB Service
Responsibility Install Base User

 Favorites>Oracle Installed Base

Launches Install Base Page.

3. Create Saved Searches

 (B) Personalize

Advanced Product Search page is displayed

 Saved Searches can be created based on following categories or a combination of any of

these categories:
 General Attributes
 Party
 Party Accounts
 Current Location
 Installed AT
 Contact
 Orders
 Assets
 Contract
 Other Information

 In order to create a Saved Search to display all the products owned by Business World,
with Accounting Classification as Customer product input the following Values:

 Expand Party by clicking on the cone

Field Value
Party Type Party
Party Name Business World
Party Number field is defaulted

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  Expand Other Information by clicking on the cone

Field Value
Accounting Classification Customer Product

 Enter name for the saved search in Name field at the bottom of the page

 (B) Save

Confirmation message is displayed

4. Query using Saved Search

 (T) Item Instances

 Select saved search from LOV next to Saved Searches field

 (B) Go

All the instances matching the saved search are displayed

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Create Extended Attributes
Created Extended Attributes
5. Log into Apps Local login

Field Value
Username/password ddier/welcome
Portal TAB Service
Responsibility Install Base Administrator

 (N)Applications Navigator> Install Base Administrator>Setups: Extended Attributes

Template

Launches Extended Attributes Form.

6. Create Extended Attributes

 Extended Attributes can be set at four levels

 Global
 Item Category
 Inventory Item
 Instance

In this flow we will demonstrate as to how we can set extended attributes for an Inventory
Item

 Select Inventory Item (Radio button) under Access Level region

 Select Vision Operations (LOV) in Org Name field

 Enter value for Item (LOV) field

Item = AS54888

Item description gets populated.

 Select Values for

Field Value
Attribute Code AUDIT_TYPE
User can select any value
Attribute Name Audit Type

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 User can input any description
Description Audit Type

 (I) Save

Transaction will be saved

All the instances created for this Item AS54888 will have Additional Attributes created
automatically

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Execute Mass Edit
Execute Mass Edit
7. Log into Apps Local login

Field Value
Username/password ddier/welcome
Portal TAB Service
Responsibility Install Base Administrator

 (N)Applications Navigator> Install Base Administrator>Mass Edit

Launches Mass Edit/Future Dated Transaction Form

8. Create Mass Edit

 Place cursor in Name field under Entry Details region

Field Value
Enter Enter the Name of the Mass Edit
Ex: Transfer

 (B) Find Instances

Find Instances form is launched

Find Instances form provides you different ways you can query instances from the
Installed Base. Query instances based on
 Instance Details,
 Item Details,
 Party Details,
 Party Account Details,
 System Details,
 Current Location Details
 Install Location Details

Instances can also be queried on any combination of values

In this kernel we will query up all the instances owned by Business World and with
Install Location Details matching 2391 L Street

 Select Business World (LOV) in Name field in the Party Details region

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 Number field gets populated with 2813

 Enter value for Type (LOV) and Location fields in Install Location Details region

Field Value
Type (LOV) Party Site
Location (LOV) 2391 L Street with Location Number 2227

Location Num and Location ID gets defaulted

 (B) Find

Find Instances form is closed and Mass Edit/Future Dated Transaction form becomes
the active form with a list of instances populated in the Instance Details region based on
the search criteria

 (B) Save

Saves the search query results and these will be the instances, which can be updated

Status Code gets populated with SCHEDULED

You can select and unselect some of the instances from the list by checking and
upchucking the box next to the instance.

If you uncheck an instance, that instance does not get updated when you Submit Various
details can be updated using Mass Edit program like
 Party Source,
 Name,
 Relationship,
 Active Start date,
 Active End Date,
 Account information,
 Contact information and
 Location information.

In this flow we will show how to change the Install Location details for the instances
queried previously

 (T) Location in the Party Details region

Locations region is displayed

 Enter value for Install Loc Type (LOV) and Install Location (LOV) fields

Field Value

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 Install Loc Type Party Site
Install Location 8475 Elk Grove

Install Loc Num gets defaulted

 Save

 (B) Submit

Concurrent process gets submitted and a Note is displayed with the Process Number

 Make a note of the concurrent process number

 (B) OK

This closes the Note window

 (M) View >Requests

Find Requests screen is launched

 (B) Find

 (B) Refresh Data

 Locate your request id from above and make sure that they are completed with Normal
status

All the instances get updated to the new address.

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View Transaction History
View Transaction History
9. Log into Apps Local login

Field Value
Username/password ddier/welcome
Portal TAB Service
Responsibility Install Base User

 Favorites>Oracle Installed Base

Launches Install Base Page.

10. Query Instance

 Go to Quick Find field

 Select Item Instance (Dropdown) and enter Item Instance 70074

 (B) Go

Product Details form is launched with instance details

11. View History of all Transactions

 (H) History (left Navigation menu)

Product History page appears

 In the Version Label field enter '% '

 (B) Go

 (B) Retrieve History

Product History page is displayed with the history of transactions that has occurred
against this instance

Note under General Attributes region you can notice the date and time this instance was
created

Under Contacts region notice that a new contact has been added on 15-Mar-2002

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 You can also notice any Assets attached to this instance, any additional attributes
created and other transactions that occurred against this instance

 (H) Transaction

View latest transactions at a more detailed level

List of all the latest transactions against this instance are displayed under View Latest
Transactions region

 (H) Transaction Number under Transaction ID field for which you want to see details

Transaction Details page appears

Note the transaction details recorded under different regions

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Transaction History Purge
Transaction History Purge
12. Log into Apps Local login

Field Value
Username/password Ddier/welcome
Portal TAB Service
Responsibility Install Base Administrator

 (N)Applications Navigator> Install Base Administrator>Others: Requests

Launches submit a new Request Window

 (B) OK

 Select Install Base Transaction History purge (LOV)

 Enter Parameter

Field Value
Purge to Date Enter Date and Time.
ALL THE IB RECORDS WILL BE
PURGED TILL THIS DATE.

 Submit.

Purges all the IB records history. This process is irreversible, make sure the dates are
properly entered.

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Component Replacement in Install Base via OM
Component Replacement in Install Base via OM
The below scenario demonstrates the replacement of a component in Install Base using Order
Management. The Assembly ASS6629 (SN#0722AB05, Item Instance#195157) has a component
CM66629(SN#7220005).

The component CM66629(SN#7220005) Will be replaced by anew component CM66629 (SN#

7220031) via OM.

13. Log into Apps Local login

Field Value
Username/password ebusiness/welcome
Portal TAB Order Management
Responsibility Order Management Super User, vision
Operations (USA)

 (N)Favorites> Sales orders

Launches Sales order (New) form

14. Create Sales order

 Enter Information

Field Value
Customer Number 1608
Order Type Mixed (Defaults)

 Click on (T) Line Items

Generates Sales Order Number

 Enter Line information

Field Value
Ordered Item (LOV) CM66629
Qty 1
Warehouse (LOV) M1 (Defaults)

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  (B) Book Order

 Click on (T) Line Items

 (B) Actions > Select Installation Details

Launches Transaction Details window

 Enter Installation Details-

 Click (T) Source Transaction Details

 Select Replace (LOV) in Transaction Subtype Field

 Click (T) Non-Source Transaction Details

Field Value
Parent Instance Number 195157
Serial Number 7220005

Enter Serial Number of the Component that

needs to be replaced
Instance Number 195157

Enter Instance Number of the Component that

needs to be replaced

 Click (T) Replace/Upgrade> Source Transaction Line Region

 Select Replaced By (LOV) in Relationship field

 Select CM66629 (LOV) in Item field

 Save.

 Close the Transaction details Window

15. Ship Confirm

 (N) Shipping>Release Sales Orders>Release Sales Orders

Launches Release Sales orders Picking form

 Enter Following fields

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 Field Value
Order Number Sales Order Number Created Above(order
TAB)
Warehouse M1 (inventory TAB)

 (B) Concurrent

Make sure all the concurrent programs are completed successfully

16. View the Replaced component in Install Base.

 Switch responsibility to Install Base User

 Query the Item Instance 195157 using quick Find

 Click (View Configuration).

Displays View configuration page with all the components. Note the Mother Board is
replaced by a new serial number 7220031.(the old serial number was 7220005)

End of activity.

Demo Support
Please see [Link] > (M) Support > Procedures, for current information
regarding demonstration support.

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Install Base - Key Features

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Flowchart
Start
Execute Mass Edit Component
Create an Install Log into Apps Local
Replacement in
Base Instance login (7) Install Base via OM
Create Mass Edit (8) Create S.O. (14)
Log into Apps Local
Ship Confirm (15)
login (1)
View Replaced
component in Install
View Transaction Base. (16)
History
Create Saved
Searches Log into Apps Local End
login (9)
Log into Apps Local Query Instance (10)
login (2) View History of all
Create Saved Transactions (11)
Searches (3)
Query using Saved
Search (4)
Transaction
History Purge
Created Extended Log into Apps Local
Attributes login (12)

Log into Apps Local

login (5)
Create Extended Component
Attributes (6)
Replacement in
Install Base via OM
Log into Apps Local
login (13)

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Install Base - Key Features

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