Oracle Install Base

8/4/2019 Oracle Install Base

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Presented By

Pavan


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Oracle Install Base is a centralized repository of information for an item instance and itstracking details including location, status, ownership, party, account and contactrelationships, configuration data, and the change history of customer items or corporateassets.

It tracks an instance from the time that it is received in inventory, in work in process, inprojects, at customer sites, and throughout the return and repair process.

It records a history of changes to tracked items and supports the creation andmaintenance of Oracle Install Base configurations.

The application includes drill-down capability to obtain details of inventory, work inprocess, 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 associatedwith the item instance.


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Oracle Install Base is capable of tracking serialized and non-serialized item.

Tangible items such as those that are manufactured, purchased, and shipped.

Intangible items such as software, services, licenses, and agreements.

Tangible assets including fixed, movable, and leased assets.

Oracle Install Base leverages existing Oracle applications and is fully integrated with the Oracle E-Business Suite.

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


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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


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Oracle Install Base provides for creation, updating, querying, and copying of instances throughOracle Install Base user interfaces and through integration with other applications.

These include Oracle applications such as Oracle Service Contracts, Oracle Field Service, OracleDepot Repair, complex maintenance repair and overhaul, receiving, WIP, Oracle Inventory, OracleProjects, Oracle Order Management, Oracle Purchasing, Contact Center, eBiz Center, and shipping.

Asset creation and maintenance can be invoked using Oracle Enterprise Install Base.

It provides tracking of location, status, addresses, contacts, business party relationships, inter-instance relationships, extended pricing, instance attributes, and a host of other item instanceattributes.

It provides tracking of location, status, addresses, contacts, business party relationships, inter-instance relationships, extended pricing, instance attributes, and a host of other item instanceattributes.

Oracle Install Base supports creation and update of item instances and attributes for transactions

originating in Oracle Inventory. These include internal transactions such as internal order shipments and subinventory transfers,

discrete manufacturing transactions such as WIP component issue and WIP component return, andexternal transactions such as sales order shipments to external customers.


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In the Create Item Instance page, you can create an item instance.

The page has regions for general item information, instance specific attributes, owner information,current and install locations, item flags, and flexfields. If you are aware of another item instance inOracle Install Base that has many of the same values for this information, then use the copy iteminstance procedure instead.

Prerequisites

The item and item number for an item instance must already be defined in the Oracle InventoryMaster Item window by selecting the field Track in Installed Base.

General Information

The Version Label and Status fields, if they are not populated, default to the values of the profileoption CSI: Default Version Label and CSI: Default Instance Status respectively. Accountingclassification defaults to Customer Product if it is not populated.
http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htmhttp://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htmhttp://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htmhttp://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm


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You can search for item instances in several ways.


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Both the initial Item Instance page and the initial System page appear as a SimpleSearch search page with two regions:

Search region

Results region

You can search for item instances or systems using three search pages: Simple Search,Advanced Search, or Views. You can switch between the search pages by clicking theappropriate Simple Search, Advanced Search, orViews button.

A view is a saved search. For simple or advanced searches that will be useful to repeatin the future, save them as views, and reuse them as needed.

Each of the search pages contains a Go button, which performs the actual search.

The basic search process is as follows: Select the search page that you want to use.

Prepare to perform the search as follows: For simple searches, enter the search parameters. For advanced searches, optionally add in extra search parameters from an

extensive list, then enter your search parameters. To use views, invoke a previously saved search or view.

Click Go to perform the search. The results appear in the results region.Performing Advanced Searches

http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417188.htm#srch_ovw


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Use this procedure to add one or more child item instances to an item instance in a configuration.

In the Add Child page, search for the item instances that you want to add, select them, and clickApply to add them to the selected item instance in the Configuration tab grid row.

Creating Child Item Instances

Creating a child item instance involves both creating an item instance and defining it as a child in arelationship. In the Create Item Instance page, you can create an instance as a child to the oneselected from the configuration page. This page is the same as the Create Item Instance page. Thepage has regions for general item information, owner information, current location, item flags, and

item views.Prerequisites

The item and item number for an item instance must already be defined in the Oracle InventoryItem Master with Track in Installed Base selected.


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Steps

In the Item Instance Configuration page, click the Create Child icon for the item instance to which youwant to create a subitem instance.

The Create Child page is effectively the same as the Create Item Instance page.

Enter the fields for the subitem instance. After you have entered the fields and clicked Apply, the subitem instance is added to your

configuration.

Managing Counters

The Counters tab shows the existing counter instances for the item instance.

You can enter a counter reading directly in each counter row, or click Show to view and update extra

information about the counter reading. You can also add one or more counter instances to the current item instance.

In-Depth:

http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm#copy_ii


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The Copy Item Instance page is essentially the same page as the Create Item Instance

page, with the option to copy various types of attributes and associations from theoriginal item instance. In the Copy Item Instance page you can create an iteminstance by copying another and making changes to it.

Prerequisites

You have performed an item instance search, selected an item instance for update,and clicked Copy Item Instance.

Notes

Copy functions are available only for instances that are customer item instances.Also Copy Region

When you copy an item instance, you have the option to copy one or more of thefollowing attributes and elements from the original item instance:

Child Item Instances

Parties, Contacts, and Accounts

Assets

Additional Attributes

Pricing Attributes

Operating Units


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With Oracle Install Base, you have a flexible way of maintaining six different types ofinstance-to-instance relationships. These relationship types are seeded in therelationship type table, which you cannot extend.

Oracle Install Base support the following relationship types:

Component-Of

Connected-ToThe 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


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For more information on below topics see this link

http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.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 Shortcuts 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


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IncentiveCompensation &

PayablesCompensate

Incentive

CompensationCalculateCommission

Receivables &iReceivablesApply Customer

Payment

Receivables &iReceivables

InvoiceCustomer

Receivables,Inventory & Order

ManagementProcessOrder

Sales Contracts& Receivables

RenewExpiring Contracts

Order Management& Configurator

Create Order

Sales ContractsAuthor and ApplyContract Terms

QuotingCreateQuote

Sales &Telesales

GenerateForecast

Sales &Telesales

Generate Lead &Opportunities

Oracle MarketingCreate Marketing

Campaign

Demand to Build

Procure to Pay

Problem to Resolution


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Knowledge

Base

InstalledBase

Inventory

TradingCommunityArchitecture

CustomerMaster

(AR)

TeleserviceCreate Service Request

Create Task

Calendar

Task ManagerTo

Field ServiceDispatch Center

HumanResources

Notes

ResourceManager

InteractionHistory

OrderManagement

Charges

Contracts


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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_ITEM_INSTANCE_PUB: Contains all APIs for item instance management.

CSI_INSTANCE_RELATIONSHIP_PUB: Contains all APIs to manage instance-to-instancerelationships (instance configuration).

CSI_SYSTEMS_PUB: Contains APIs for creating, updating and deleting the systems.


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Name Description

Create_Item_instance This procedure creates an item instance in Install Basealong with its child entities. The child entities includeassociated parties, accounts, organization units, extendedattributes, pricing attributes, and asset associations. Thechild entities are optional except for the owner party andowner account if the instance is owned by an external party

Update_Item_Instance This procedure updates an existing item instance and itschild entities in Install Base.

Expire_Item_Instance This procedure expires an Install Base item instance.

Get_Item_Instance This procedure gets a list of item instances in Install Basesatisfying the query criteria provided by the callingapplication.

Get_Item_Instance_Details This procedure get the details of an item instance and itschild entities

Copy_Item_Instance This procedure creates a new item instance and its childentities inInstall Base by copying an existing item instance.


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CSI_SYSTEMS_PUB APIs

Name Discription

Create_Relationship This procedure creates relationship(s) between iteminstance

Create_Relationship This procedure updates relationship(s) between iteminstance

Expire_Relationship This procedure expires relationship(s) between iteminstance

Get_Relationships This procedure gets the list of relationship(s) among iteminstances

Name Discrition

Create_System This procedure creates a system

Update_System This procedure updates a system.

Expire_System This procedure expires a system.

Get_Systems This procedure gets systems.


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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

PackageCSI_INSTANCE_RELATIONSHIPS_PUB

Contains all APIs for instance-to-instance relationships management.

Create_Relationship

Update_Relationship

Expire_Relationship

Get_Relationship


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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 : party_account_query_rec : Record to hold item instance information.

party_account_rec : Record to hold item party accounts information.

party_query_rec : Record to hold item instance information.

party_rec : Record to hold item instance information.

party_header_rec : Record to hold item instance information.

instance_rec : Record to hold item instance information.

instance_query_rec : Record to hold item instance information.

instance_header_rec : Record to hold item instance information.

transaction_rec : Record to hold item instance information.

party_account_query_rec : Record to hold item instance information.


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system_rec : Record to hold item instance information.

ext_attrib_rec : Record to hold item instance information.

extend_attrib_values_rec : Record to hold item instance information.

pricing_attribs_rec : Record to hold item instance information.

organization_units_rec : Record to hold item instance information.

instance_asset_rec : Record to hold item instance information.

account_header_rec : Record to hold item instance information.

org_units_header_rec : Record to hold item instance information.

instance_asset_header_rec : Record to hold item instance information.

org_units_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. Note that

not all messages are returned by all APIs.


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Definitions: 115csiug.pdf(implementation guide).

Item instance:http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm#copy_ii.

APIs: csi115api.pdf(API Reference Guide)

Useful link: https://forums.oracle.com/forums/thread.jspa?threadID=389180
http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htmhttp://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htmhttp://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htmhttp://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm

Oracle Install Base

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