Previous	Next		Contents	Index	Navigation	Glossary	Library

   To enter installation details during order entry:

1. Navigate to the Sales Orders window.

2. Enter header information. See: Overview of Sales Orders.

3. Enter a line item for which to enter installation details.

The line item must be for a serviceable product.

4. Select Installation Details from the Special menu.

The Installations window appears.

   To enter the installation location:

1. Navigate to the More alternative region to enter location, technical, and service contacts.

2. Save your work.

   To create a logical system that groups customer products automatically during order entry:

1. Navigate to the Installations window.

2. Select the AutoCreate Systems order transaction type.

Note: When the order transaction type is AutoCreate Systems, the Attribute Name, Attribute Value, and Customer Product Reference fields are not updatable by the user.

3. Enter the quantity of systems you wish to have created automatically.

Note: The quantity entered cannot exceed the difference between the Ordered Quantity and Cancelled Quantity values.

4. Select the System Type.

System type is a user-defined type for describing the system and is used for information purposes only.

5. Select the Configuration System Type.

This is a user-defined type that describes a system used by Oracle Product Configurator for representing and resolving configurations. See: Defining Configurator System Types.

6. Save your work.

Note: After saving your work, the transaction type is automatically changed from AutoCreate Systems to New. If the System Quantity is greater than one, multiple lines are created with transaction type New, each with a quantity of one.

   To designate a replacement during order entry:

1. Navigate to the Installations window.

2. Select the Replacement order transaction type.

3. Select an Attribute Name to define search criteria and locate a specific customer product to replace.

Note: For example, if you know the sales order number of a particular customer product in the installed base, select Order Number in the Attribute Name field and enter the order number in the Attribute Value field. This produces a list of all customer product reference numbers for that order number, from which you select the specific customer product you wish to replace. The customer product reference number uniquely identifies any customer product (serialized or non-serialized) in the installed base. The system number, agreement, and customer product type each have a list of values; the order number attribute does not.

Note: The profile option OE:Default CP Selection Attribute specifies a default for the Attribute Name field.

4. Choose an Attribute Value to refine your customer product search further.

5. Select a Customer Product Reference for the customer product in the installed base that you wish to replace.

6. Save your work.

Note: Active service programs associated with the replaced customer product are not automatically transferred. If desired, you can terminate the service for the replaced product and order new services.

   To designate a product upgrade during order entry:

1. Navigate to the Installations window.

2. Select the Product Upgrade order transaction type.

3. Select an Attribute Name to define search criteria and locate a specific customer product to replace.

Note: For example, if you know the sales order number of a particular customer product in the installed base, select Order Number in the Attribute Name field and enter the order number in the Attribute Value field. This produces a list of all customer product reference numbers for that order number, from which you select the specific customer product you wish to upgrade. The customer product reference number uniquely identifies any customer product (serialized or non-serialized) in the installed base. The system number, agreement, and customer product type each have a list of values; the order number attribute does not.

Note: The profile option OE:Default CP Selection Attribute specifies a default for the Attribute Name field.

4. Select an Attribute Value to refine your customer product search further.

5. Select a Customer Product Reference for the customer product in the installed base that you wish to upgrade.

6. Save your work.

Note: Active service programs associated with the upgraded customer product are not automatically transferred. If desired, you can manually terminate the service for the upgraded product and order new services.

   To designate a revision update during order entry:

1. Navigate to the Installations window.

2. Select the Revision Update order transaction type.

3. Select an Attribute Name to define search criteria and locate a specific customer product to replace.

Note: For example, if you know the sales order number of a particular customer product in the installed base, choose Order Number from the Attribute Name field and enter the order number in the Attribute Value field. This produces a list of all customer product reference numbers for that order number, from which you select the specific customer product you wish to update. The customer product reference number uniquely identifies any customer product (serialized or non-serialized) in the installed base. The system number, agreement, and customer product type each have a list of values; the order number attribute does not.

Note: The profile option OE:Default CP Selection Attribute specifies a default for the Attribute Name field.

4. Select a Customer Product Reference for the customer product in the installed base that you wish to update.

Note: If the serviceable product is under revision control in Oracle Inventory, the shipping transaction prompts you for the revision number you wish to ship. Oracle Service captures this revision number and adds it to the revision history of the customer product you specify in the Customer Product Reference field.

5. Save your work.