This chapter covers the following topics:
Oracle Install Base is an item instance life cycle tracking application that facilitates enterprise wide item life cycle management and tracking. Oracle Install Base tracks an item from the time it is received in Oracle Inventory, to Oracle Work in Process, in Oracle Projects, through to customer sites, and throughout the return and repair process. Oracle Install Base is a centralized repository of information for an item instance and its tracking details include location, status, ownership, party relationships, account relationships, contact relationships, configuration data, and the change history of customer items and corporate assets.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Oracle Install Base flows. Flow specific requirements are documented along with each flow in the subsequent sections.
None.
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| Service: Inventory Validation Organization | Vision Operations | Site |
| CSI: Allow Install Parameter Update | No | Site |
The following predefined data must be used:
| Window Name | Field Name | Field Value |
|---|---|---|
| User | User name | operations |
| password | welcome | |
| Responsibility | Responsibility Name |
|
| Item Template | Item Template | Purchased Item |
The following data must be set up:
| Window Name | Field Name | Field Value |
|---|---|---|
| Organization | Organization | V1 – Vision Operations |
| Organization | Inventory Organization | M1 – Production Organization |
| Install Base Parameters | Party Name | Vision Corporation |
| Create Inventory Item, Service tab | Track in Installed Base | (Select the check box) |
Oracle Install Base provides estimation methods that enhance flexibility and accuracy in meeting usage billing needs. These methods are specifically designed to work with the usage billing and estimation requirements of Oracle Service Contracts, and descriptive flexfields can be used to capture any additional information.
This section provides information on prerequisites, profile options, and data setups required to execute the Create Usage Fixed Estimation Method with Descriptive Flexfield flow.
Create_Usage_Fixed_Estimation_Method_DFF
The following is a prerequisite for executing this flow:
The descriptive flexfields for the estimation method are enabled
Not applicable.
Not applicable.
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Counters Template | Counter Template Name | (A user defined value) |
Counter readings are used to capture counter instances in Oracle Install Base. Counter readings can be viewed and updated to capture additional data such as counter property readings, adjustments, resets, and target counter readings. The default time recorded for the reading is the current date and time. A user can also record an earlier date and time for the reading.
This section provides information on prerequisites, profile options, and data setups required to execute the Counter Readings flow.
Counter_Readings
None.
Not applicable.
Not applicable.
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Counter | Counter | (A user defined value) |
| Associate Counter to Item Instance | Association | (A user defined value) |
This flow defines the source-target relationship between counter instances, where a target counter instance derives its readings from the source counter instance. In Oracle Install Base, both source and target counter instances must be standard regular counters, with the same UOM code.
Readings of a target counter instance are automatically updated with the readings of a source counter instance, at a predefined ratio. A user can view these readings in the Counter Reading History page.
This section provides information on prerequisites, profile options, and data setups required to execute the Create Regular Source Counters, Capture Readings, and Validate Counter Reading History flow.
Create_Counter_Regular_Time_Capture_Source_ Reading_History
None.
Not applicable.
Not applicable.
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Counter | Counter | (A user defined value) |
| Create Item Instance | Internal | (A user defined value) |
| Associate Counter to Item Instance | Association | (A user defined value) |
An item instance is created from the Create Item Instance page. This page captures general item information, instance specific attributes, owner information, current and install locations, item flags, and flex fields.
A user can transfer ownership of an item instance from one active party to another from the Change Owner page.
This section provides information on prerequisites, profile options, and data setups required to execute the Manage Item Instance flow.
Create_Update_Instance_Qty_Asset_Association_Change_Owner
None.
Not applicable.
Not applicable.
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Item Instance | Internal | (A user defined value) |
An external item instance is created from the Create Item Instance page. A user can transfer ownership of an item instance from one active party to another from the Change Owner page.
This section provides information on prerequisites, profile options, and data setups required to execute the Create External Instance and Change Owner flow.
Create_Instance_Change_Owner
The following is a prerequisite for executing this flow:
There are at least two customers in Oracle Accounts Receivables
Not applicable.
Not applicable.
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Instance | External | (A user defined value) |
Oracle Install Base mass updates are grouped to cater to specific business objects and transactions. The four types of mass updates and the main operations for each update type are as follows:
Transfer Owner - Transfers item instances from one owner to another
Terminate - Terminates a set of item instances in a batch
Move - Moves item instances from one location to another
General - Updates item instances that do not fall into any of the above categories. For example, a change in installation date, additional attributes, associations and some other instance attributes.
A user has the option to cascade the mass updates to the child instances as well.
This section provides information on prerequisites, profile options, and data setups required to execute the Mass Update flow.
Mass_Update_General_Transfer_Terminate_Cascade
The following is a prerequisite for executing this flow:
There are at least two customers in Oracle Accounts Receivable for the Transfer Owner flow
Not applicable.
Not applicable.
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Instance | External | (A user defined value) |
| Create Instance | Internal | (A user defined value) |
This flow demonstrates the main processing associated with building and assembling of items in Oracle Work in Process. When all components are completed and the item is assembled, this is recorded in Oracle Inventory and Oracle Install Base.
A sales order shipment generates an Inventory Issue material transaction in Oracle Inventory. Shipments can result in a change in instance location and ownership, status based on the associated Oracle Install Base transaction subtype.
This section provides information on prerequisites, profile options, and data setups required to execute the Impact of Assemble to Order Flow on Install Base flow.
ATO_IB_Integration
The following are the prerequisites for executing this flow:
An ATO model, ATO option class, and components are created and the Track in IB check box is selected
A Bill of Material and Routine is created for the ATO model
A Bill of Material and Routine is created for the ATO Option class
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| CSI: Explode BOM | Yes | Site |
| CSI: BOM Explosion Level | (A user defined value) | Site |
Not applicable.
Not applicable.
This flow demonstrates integration between Oracle Install Base and the internal sales order flow between two inventory organizations.
This section provides information on prerequisites, profile options, and data setups required to execute the Impact of Internal Sales Order on Install Base flow.
OM_PO_IB_Integration
The following is a prerequisite for executing this flow:
A shipping network between the two inventory organizations is defined
Not applicable.
Not applicable.
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Item | Item Template |
|
| Define Price List | Internal Price List | (A user defined value) |
A system is a construct that customers can use to group items and item instances in Oracle Install Base. Each item instance belongs to one system only. A user can create and update a system.
This section provides information on prerequisites, profile options, and data setups required to execute the Manage System flow.
Create_Update_System
None.
Not applicable.
Not applicable.
Not applicable.