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Oracle Install Base Implementation Guide
Release 12.1
Part Number E13684-07
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Oracle Install Base Implementation Guide

Contents

Title and Copyright Information

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Preface

Overview of Oracle Install Base

Summary of Oracle Install Base
Features of Oracle Install Base
      Functional Overview
      Instance Maintenance
      Multiple Party/Account Relationships
      Configuration Support and Instance-to-Instance Relationships
      Open Interface Mass Load and Mass Update Capabilities
      System Grouping of Item Instances
      Extended Attributes
Integration Points and Dependencies for Oracle Install Base
      Integration with the Oracle E-Business Suite
      Inventory Receipt and Purchase Order Receipt
      Inventory Transactions
      Oracle Order Management Integration
      WIP Integration
      Support for Internal Sales Orders
      Asset Integration
      Project Integration
      Use of Transactions Details

Implementation and Setup for New Users

Product Dependencies and Requirements
Setup Checklist for New Users
Related Setup Steps within Other Oracle Applications
      Synchronize On-Hand Balance with Oracle Inventory
      Set Up Inventory Serial Control at the Master Level
      Set Up Oracle Install Base Items in the Item Master
      Set Up Parties
      Set Up Vendors
      Set Up Employees
      Set Up Party Accounts
      Set Up Party Contacts
      Verify the Setup of the Oracle Service Fulfillment Event Manager Queue
      Set Up the Action Menu in Oracle Order Management
      Set Up the Order Management Workflow for Non-Shippable Items
Related Setup Steps within Oracle Asset Tracking
      Run the License Manager Program
      Verify the Setup of Four Profile Options for Oracle Asset Tracking
      Verify Location IDs in HZ_LOCATIONS
      Verify Codes for Asset Update Statuses
Setup Steps within Oracle Install Base
      Set Up Installation Parameters
      Set Up Codes for Party-Account and Party-Contact Relationship Types
      Verify Codes for Instance Relationship Types
      Verify Extended Attribute-Level Codes
      Set Up Extended Attribute Pools
      Set Up Extended Attribute Classifications
      Set Up Extended Attributes
      Verify Accounting Classification Codes
      Set Up Instance Type Codes
      Verify Codes for Instance Location Sources
      Verify Party Sources
      Set Up Codes for Instance-Operating Unit Relationship Types
      Set Up Version Labels
      Set Up System Type Codes
      Set Up Split Process Reasons
      Verify Oracle Configurator Enabled Values
      Verify Instance Class Values
      Verify Values for the Resubmit Interface Process
      Verify Values for CSI: Propagate Systems Changes
      Set Up Regions for the Advanced Search Page
      Set Up the Results of the Search Item Instances Page
      Set Up Instance Statuses
      Set Up Source Transaction Types
      Set Up Transaction Subtypes
      Set Up the Transaction Subtypes LOV from Non-Service Processes
      Verify Transaction Status Codes
      Verify Transaction Error Source Types
      Create Business Users
      Create Agent Users
      Schedule the Expire End Dated Instances Program
      Schedule the Install Base Open Interface Program
      Run the Initiate Mass Update Program
      Schedule the Process Old Order Lines-Fulfillable Only Program
      Schedule the Resubmit Interface Process
      Schedule the Resubmit Waiting Transactions Program
      Schedule the Install Base and Inventory Data Discrepancies Program
      Final Synchronize On-Hand Balance with Oracle Inventory

Implementation and Setup for Upgrade Users

Introduction
Product Dependencies and Requirements
Setup Checklist for Upgrade Users

Oracle Install Base System Profile Options and Debug Information

Oracle Install Base System Profile Options
Setting the Debug Option

Seeded Data

Introduction
Roles and Permissions

Processing Errors

Overview
Using the Transaction Error Summary and Details Window
Using the Install Base and Inventory Data Discrepancy Program
Using the Install Base Error Correction and Synchronization Program

Install Base Concurrent Programs

Install Base Concurrent Programs - Listing

Index