Defining Customer Products
You can enter customer product information directly into the installed base, if desired, without creating sales orders in Oracle Order Entry/Shipping. For example, you can define customer products that represent third-party products installed at your customers' sites. The Define Customer Products window enables you to:
- create customer product records
- create revision records for customer products
- optionally create warranty records attached to the customer product you define
- differentiate manually defined customer products from those automatically created by the Installed Base Interface
To define a customer product manually:
1. Navigate to the Define Customer Products window.
2. Select a customer from the shared customer master.
3. Select a serviceable product.
4. Enter the unit of measure and quantity.
To enter product attributes:
1. Navigate to the Product Attributes alternative region in the Define Customer Products window.
2. Optionally enter a serial number or lot number.
3. Choose a customer product status.
4. Optionally enter an effective start and end date.
5. Optionally enter a revision number.
6. Choose a customer product type.
7. Optionally choose a system to link the customer product to.
8. Check the Create Warranty check box if you want to create a new warranty record for the customer product. When you check the Create Warranty check box, Oracle Service creates an active warranty for the serviceable product. See: Defining Warranties for details on defining warranties. If you enter an installation date in the Install/Billing region, the start date of the warranty will be the installation date.
Otherwise, the start date of the warranty will be the current date, plus any service starting delay defined for the serviceable product.
To enter installation and billing addresses:
Note: You must first define a customer address, location code, and contact in Order Entry/Shipping before you can select the information in this window.
1. Navigate to the Install/Billing alternative region in the Define Customer Products window.
2. Choose an installation location code. You must first define the location code as a business purpose for the customer and address in Order Entry/Shipping.
3. Choose the customer for the installation.
4. Choose installation address.
5. Enter the installation date.
6. Choose a bill-to location code. You must first define the location code as a business purpose for the customer and address in Order Entry/Shipping.
7. Choose the bill-to customer for the installation.
8. Choose the installation address.
9. Choose the bill-to customer contact.
To enter shipping information:
Note: You must first define a customer address, location code, and contact in Order Entry/Shipping before you can select the information in this alternative region.
1. Navigate to the Shipping alternative region in the Define Customer Products window.
2. Choose a ship-to location code. You must first define the location as a business purpose for the customer and address in Order Entry/Shipping.
3. Choose a ship-to customer.
4. Choose the ship-to address.
5. Choose the ship-to customer contact.
To enter service contact and order information:
1. Navigate to the More alternative region in the Define Customer Products window.
2. Choose the technical contact from the contact master.
3. Choose the administrative contact from the contact master.
4. Optionally enter a customer purchase order number.
5. Optionally enter a sales order number and sales order date.
