Presented By Pavan Oracle Install Base is a centralized repository of information for an item instance and its tracking details including location, status, ownership, party, account and contact relationships, configuration data, and the change history of customer items or corporate assets. It tracks an instance from the time that it is received in inventory, in work in process, in projects, at customer sites, and throughout the return and repair process. It records a history of changes to tracked items and supports the creation and maintenance of Oracle Install Base configurations. The application includes drill-down capability to obtain details of inventory, work in process, and order management transactions affecting an item's tracking attributes. Additionally, Oracle Install Base provides links to detailed information from contracts, service requests, repair orders initiated for an item instance, and counters associated with the item instance. services. Oracle Install Base leverages existing Oracle applications and is fully integrated with the Oracle EBusiness Suite. Tangible assets including fixed. Tangible items such as those that are manufactured. movable. purchased. Intangible items such as software. licenses.Oracle Install Base is capable of tracking serialized and non-serialized item. Key features and functionality include the following: Item instance maintenance Support for inventory transactions Centralized repository of information: Item instance consolidated transactions history Item instance timestamp and version label history History of Oracle E-Business Suite transactions affecting Oracle Install Base Instance relationships with multiple party/accounts Configuration support and instance-to-instance relationships Open Interface and Quick Edit capabilities: Mass load of item instances by an open interface Quick online edit of attributes for a group of item instances Install Base Interface Error processing functionality System grouping of item instances Capability of user-defined extended attributes . and agreements. and shipped. and leased assets. PO receipt of items into Inventory PO receipt of items into operating projects Move Orders Misc Issue to Project Misc Receipt from Project Installation and un-installation of equipment In-service/Out-of-service of equipment Subinventory transfers Inter-organization transfers Miscellaneous receipts and issues Placement of assets into or out of service Retirement and Reinstatement of partial or full cost of asset Integration Points and Dependencies for Enterprise Install Base 1-4 Oracle Enterprise Install Base Implementation Guide Asset Item move and asset Item transfer Physical Inventory and Cycle Counts . Oracle Order Management. Asset creation and maintenance can be invoked using Oracle Enterprise Install Base. instance attributes. These include internal transactions such as internal order shipments and subinventory transfers. and external transactions such as sales order shipments to external customers. and a host of other item instance attributes. extended pricing. It provides tracking of location. status. and shipping. interinstance relationships. querying. Oracle Depot Repair. WIP. extended pricing. instance attributes. These include Oracle applications such as Oracle Service Contracts. and a host of other item instance attributes. complex maintenance repair and overhaul. addresses. Contact Center. contacts. Oracle Inventory. discrete manufacturing transactions such as WIP component issue and WIP component return. interinstance relationships. and copying of instances through Oracle Install Base user interfaces and through integration with other applications. updating. Oracle Projects. business party relationships. Oracle Install Base provides for creation. addresses. Oracle Install Base supports creation and update of item instances and attributes for transactions originating in Oracle Inventory. Oracle Field Service. receiving. . status. eBiz Center. contacts. business party relationships. It provides tracking of location. Oracle Purchasing. The page has regions for general item information. instance specific attributes. If you are aware of another item instance in Oracle Install Base that has many of the same values for this information. item flags. Prerequisites General Information . Accounting classification defaults to Customer Product if it is not populated. then use the copy item instance procedure instead. if they are not populated. and flexfields. The item and item number for an item instance must already be defined in the Oracle Inventory Master Item window by selecting the field Track in Installed Base. owner information. default to the values of the profile option CSI: Default Version Label and CSI: Default Instance Status respectively. In the Create Item Instance page. current and install locations. you can create an item instance. The Version Label and Status fields. . You can search for item instances in several ways. which performs the actual search.121/e13089/T417182T417188. Both the initial Item Instance page and the initial System page appear as a Simple Search search page with two regions: Search region Results region You can search for item instances or systems using three search pages: Simple Search. Click Go to perform the search. Advanced Search. A view is a saved search. For simple or advanced searches that will be useful to repeat in the future.oracle. For advanced searches.com/docs/cd/E18727_01/doc.htm#srch_ ovw Performing Advanced Searches . or Views. You can switch between the search pages by clicking the appropriate Simple Search. or Views button. Each of the search pages contains a Go button. Prepare to perform the search as follows: For simple searches. optionally add in extra search parameters from an extensive list. Advanced Search. The results appear in the results region. enter the search parameters. To use views. and reuse them as needed. http://download. The basic search process is as follows: Select the search page that you want to use. save them as views. then enter your search parameters. invoke a previously saved search or view. Creating a child item instance involves both creating an item instance and defining it as a child in a relationship. In the Create Item Instance page. This page is the same as the Create Item Instance page. owner information.Use this procedure to add one or more child item instances to an item instance in a configuration. search for the item instances that you want to add. In the Add Child page. and item views. select them. and click Apply to add them to the selected item instance in the Configuration tab grid row. item flags. Creating Child Item Instances Prerequisites . you can create an instance as a child to the one selected from the configuration page. The page has regions for general item information. current location. The item and item number for an item instance must already be defined in the Oracle Inventory Item Master with Track in Installed Base selected. or click Show to view and update extra information about the counter reading. You can enter a counter reading directly in each counter row. http://download.Steps In the Item Instance Configuration page.com/docs/cd/E18727_01/doc. You can also add one or more counter instances to the current item instance.121/e13089/T417182T417189. click the Create Child icon for the item instance to which you want to create a subitem instance. The Create Child page is effectively the same as the Create Item Instance page. After you have entered the fields and clicked Apply.htm#copy_ii Managing Counters In-Depth: . Enter the fields for the subitem instance. The Counters tab shows the existing counter instances for the item instance. the subitem instance is added to your configuration.oracle. selected an item instance for update. and Accounts Assets Additional Attributes Pricing Attributes Operating Units . with the option to copy various types of attributes and associations from the original item instance. Contacts. Notes Copy functions are available only for instances that are customer item instances. In the Copy Item Instance page you can create an item instance by copying another and making changes to it. Prerequisites You have performed an item instance search. The Copy Item Instance page is essentially the same page as the Create Item Instance page. you have the option to copy one or more of the following attributes and elements from the original item instance: Child Item Instances Parties. and clicked Copy Item Instance. Also Copy Region When you copy an item instance. These relationship types are seeded in the relationship type table.With Oracle Install Base. you have a flexible way of maintaining six different types of instance-to-instance relationships. which you cannot extend. Oracle Install Base support the following relationship types: Component-Of Connected-To The following relationship types are intended for future functionality and are currently not supported in Oracle Install Base: Upgraded-From Member-Of Installed-On Provided-By . oracle.Processing Options Shortcuts Panel .com/docs/cd/E18727_01/doc.htm#copy_ii Viewing and Updating Item Instance Details Item Instance Details Processing Overview Item Instance Details Header .Processing Options Other Item Instance Details Panel .Processing Options Miscellaneous Item Instance Processing Options Managing General Attributes Managing Associations Managing Configurations Oracle Install Base Configuration Support Understanding Relationship Types Managing Counters Managing Notes Managing Maintenance Attributes Viewing Transactional History Viewing Item Instance History Viewing Item Instance and Asset Network Relationships Managing Operating Units Managing Orders and Pricing Attributes Transferring Ownership Creating a Service Request Viewing Impacted Contracts Managing Work Orders and Work Requests Splitting Quantities .121/e13089/T417182T417189.For more information on below topics see this link http://download. . Oracle Marketing Create Marketing Campaign Demand to Build Sales Contracts Author and Apply Contract Terms Receivables. Inventory & Order Management Process Order Procure to Pay Sales & Telesales Generate Lead & Opportunities Problem to Resolution Order Management & Configurator Receivables & iReceivables Invoice Customer Receivables & iReceivables Apply Customer Payment Sales & Telesales Generate Forecast Create Order Incentive Compensation Sales Contracts & Receivables Renew Expiring Contracts Calculate Commission Quoting Create Quote Incentive Compensation & Payables Compensate . Notes Contracts Installed Base Inventory Knowledge Base Trading Community Architecture Teleservice Calendar Create Service Request Create Task Customer Master (AR) Order Management Charges Human Resources Resource Manager Task Manager To Field Service Dispatch Center Interaction History . CSI_ITEM_INSTANCE_PUB: Contains all APIs for item instance management. CSI_INSTANCE_RELATIONSHIP_PUB: Contains all APIs to manage instance-to-instance relationships (instance configuration).The following PL/SQL public APIs are covered in this document : Item instance management APIs Instance-to-Instance relationships management APIs System APIs API messages Install Base Public Packages The APIs provided for the new Install Base are organized into the following packages : CSI_DATASTRUCTURES_PUB: Contains all public datastructures exposed to Install Base API users. . CSI_SYSTEMS_PUB: Contains APIs for creating. updating and deleting the systems. The child entities include associated parties. and asset associations. extended attributes. . accounts. This procedure gets a list of item instances in Install Base satisfying the query criteria provided by the calling application.Name Create_Item_instance Description This procedure creates an item instance in Install Base along with its child entities. The child entities are optional except for the owner party and owner account if the instance is owned by an external party This procedure updates an existing item instance and its child entities in Install Base. This procedure get the details of an item instance and its child entities Update_Item_Instance Expire_Item_Instance Get_Item_Instance Get_Item_Instance_Details Copy_Item_Instance This procedure creates a new item instance and its child entities in Install Base by copying an existing item instance. This procedure expires an Install Base item instance. pricing attributes. organization units. This procedure expires a system. This procedure gets systems. .Name Create_Relationship Create_Relationship Expire_Relationship Get_Relationships Discription This procedure creates relationship(s) between item instance This procedure updates relationship(s) between item instance This procedure expires relationship(s) between item instance This procedure gets the list of relationship(s) among item instances CSI_SYSTEMS_PUB APIs Name Create_System Update_System Expire_System Get_Systems Discrition This procedure creates a system This procedure updates a system. Contains all APIs for item instance management: Create_Item_Instance Update_Item_Instance Expire_Item_Instance Get_Item_Instance Get_Item_Instance_Details Copy_Item_Instance Package CSI_INSTANCE_RELATIONSHIPS_PUB Contains all APIs for instance-to-instance relationships management. Create_Relationship Update_Relationship Expire_Relationship Get_Relationship . party_header_rec : Record to hold item instance information. transaction_rec : Record to hold item instance information. party_query_rec : Record to hold item instance information.Contains all APIs for instance-to-instance relationships management Oracle Install Base Public APIs 1-25 Create_System Update_System Expire_System Get_Systems Data Structure Specifications The following data structures are used in <Public API 1>: party_account_query_rec : Record to hold item instance information. instance_header_rec : Record to hold item instance information. party_account_rec : Record to hold item party accounts information. party_account_query_rec : Record to hold item instance information. instance_rec : Record to hold item instance information. instance_query_rec : Record to hold item instance information. . party_rec : Record to hold item instance information. pricing_attribs_rec : Record to hold item instance information. ext_attrib_rec : Record to hold item instance information. org_units_header_rec : Record to hold item instance information. extend_attrib_values_rec : Record to hold item instance information. organization_units_rec : Record to hold item instance information. system_rec : Record to hold item instance information. . instance_asset_header_rec : Record to hold item instance information. account_header_rec : Record to hold item instance information. Messages and Notifications: A lists of common error messages and notifications that the Oracle Install Base API can generate. org_units_header_rec : Record to hold item instance information. Note that not all messages are returned by all APIs. instance_asset_rec : Record to hold item instance information. com/docs/cd/E18727_01/doc. Item instance: http://download.oracle.pdf(implementation guide).121/e13089/T417182T417189.jspa?threadID=389180 . APIs: csi115api.oracle.htm#co py_ii.com/forums/thread. 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