Installation Details
The Installations window of the Sales Orders form in Oracle Order Entry/Shipping enables you to specify installation information as you create orders for serviceable products. You may enter installation information for any order line which you define as a serviceable product in Oracle Inventory. Note that Order Entry/Shipping determines serviceability of an item based on the service attributes of the item in the organization specified by the OE:Item Validation Organization profile.
You can update installation details in Oracle Order Entry/Shipping before the Service Interface updates the installed base, but not after. If you need to modify installation details after the installed base customer product has been created, you can update the customer product directly in Oracle Service.
In this window you can enter the order transaction type to indicate whether the order is for a new customer product, a replacement, a revision update, etc. You can also enter the installation address, technical contact, and administrative contact for each serviceable product on a sales order. Note that the installation address is an optional address you can track in the installed base.
Installation Details for Models and Options
You can enter installation information for an entire assemble-to-order or pick-to-order configuration by associating it with the top model order line, even if the model item itself is not defined as a serviceable product. In this context, "configuration" means the model, option classes, and options selected during order entry. Oracle Order Entry/Shipping automatically propagates the installation information to all serviceable options of the configuration. You can view and edit automatically created option-level installation information separately from the model-level installation information. You can also enter separate installation information for each serviceable option for which you need to track installations.
Order Transaction Types
Oracle Order Entry/Shipping uses special order transaction types that you set up in Oracle Service for adding to or updating the Oracle Service installed base. In the Installations window of the Sales Orders form, you can use the following system-defined transaction types or types that you define:
- AutoCreate Systems - indicates an order entry transaction to associate a new customer product with a newly created logical system and add it to the installed base.
- New - indicates an order entry transaction to add a new customer product to the installed base.
- Replacement - indicates an order entry transaction to add a new customer product to the installed base, replacing an existing customer product
- Product Upgrade - indicates an order entry transaction to add a new customer product to the installed base, upgrading an existing customer product
- Revision Update - indicates an order entry transaction to add a new revision to an existing customer product
When you sell a serviceable product in Oracle Order Entry, the system automatically uses an order transaction type of New, which means that the order entry transaction creates a new customer product in the installed base.
If you want to create a logical system for grouping the serviceable products on an order, you can use the AutoCreate Systems order transaction type in the Installations window.
You can use the Replacement order transaction type when you wish to replace an existing customer product with another serviceable product. For example, if you have a service exchange program or wish to replace a returned product, you can use this order transaction type to pick the existing customer product in the installed base that you wish to replace. This transaction type creates a new customer product with a status of Latest (or another status that you define) and changes the existing customer product's status to Replaced.
You can use the Product Upgrade order transaction type to upgrade an existing customer product. An example of a product upgrade would be selling a new 1998 Honda Accord to upgrade (replace) an old 1980 Honda Civic. Similar to the Replacement transaction type, this transaction type lets you pick an existing customer product from the installed base to upgrade with a new serviceable product. The existing customer product and the new serviceable product do not have to have the same item number. This transaction type creates a new customer product with a status of Latest (or another status that you define) and changes the existing customer product's status to Upgraded.
For serviceable products under revision control, you can use the Revision Update transaction type to ship a new revision for an existing customer product. This transaction type creates a new revision for the customer product and changes the product's status to a code you have defined. During shipping, Oracle Order Entry/Shipping prompts you for a revision number for the new product you are shipping. The Service Interface adds this revision number to the revision history of the existing customer product.
Examples of transaction types you might define include the following:
- Loaner might indicate an order entry transaction to add a new customer product to the installed base with a status of Loaned and a return date
- Advance Exchange might indicate an order entry transaction to add a new customer product to the installed base that replaces an existing product. The existing product's status becomes To Be Returned and the return-by date is defined, while the new product's status becomes Exchanged in Advance.
You can also use transaction types to decide whether new customer products in the installed base (upgrades or replacements) inherit support services from existing customer products.
See Also
Setting Up Order Transaction Types
