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   To find and maintain customer products:

1. Navigate to the Customer Products window.

The Find Customer Products window appears.

2. Enter or select information from one of the available fields to find the record to view or modify.

To reduce the number of records that are displayed, you can narrow your search by entering data specific to your customer. For example, choose an Install Location, choose a Product, then choose Active yes or no.

• Check the Include Related option if you want to find all customers related to the customer you enter in the Customer Name or Customer Number fields. Checking Include Related widens the search to incorporate other customers defined as related by Order Entry/Shipping customer relationship setup.

• Install Location is the location code for the installation address.

• Product Agreement is the customer agreement from the sales order header.

• Purchase Order Num is the customer's purchase order number, from the sales order header.

• Status is the customer product status.

• Reference is the unique reference number assigned to the customer product automatically by the Installed Base Interface.

• Copy License Ref refers to the reference number of the customer product of which the current customer product is a copy. This applies to certain types of products like software.

• Support Service means a particular service program or warranty assigned to a customer product.

• The Serviced Status field enables you to search for customer products covered or not covered by a support service, depending on the setting you choose. There are four choices:

• Current or Future - Either Current or Future.

• Future - A service program exists for the customer product, but has not started yet.

• No -No support services exists for customer product.

• Yes - Customer product is currently under a service program or warranty.

• The Active field enables you to search for currently active or inactive customer products.

• Original Ref refers to the reference number of a parent customer product, or a customer product that was upgraded or replaced.

• The Most Recent field enables you to look up the newly upgraded customer product.

• Type is the customer product type.

3. Choose Find.

4. Choose the record to maintain then choose Open.

5. Enter your changes and save your work. See: Defining Customer Products.

   To change customer product attributes information:

1. Enter search criteria in the Find Customer Products window and choose Find to navigate to the Customer Products Summary window.

2. Select the record to view or modify, then choose Open.

The Customer Products window appears.

3. Navigate to the Product Attributes alternative region.

• Revision - You can select from a list of revisions that the customer product has gone through and make any one of the revisions the current revision.

• Status - You can change the status of a customer product to any of the predefined or user-defined status. In particular, if you choose a status which has its cancelled flag attribute or terminated flag set to Yes, the customer product's effective end date is set to the system date. Once a customer product is set to a status with a cancelled flag attribute of Yes and the work is saved, the status cannot be updated.

• Effective End Date - When you choose an effective end date for a customer product, you will be prompted with a list of statuses to choose from which have their terminated flag attributes set to Yes.

4. Enter your changes.

5. Save your work.

   To change install/billing information:

1. Enter search criteria in the Find Customer Products window and choose Find to navigate to the Customer Products Summary window.

2. Select the record to view or modify, then choose Open.

The Customer Products window appears.

3. Navigate to the Install/Billing alternative region.

Note: If you choose an installation site, the customer and the address information is filled in automatically. If you choose to enter the customer name, you can manually enter the installation site and address. An installation site includes one customer and address, while a customer may have many installation sites and addresses.

• Installation Date - If you choose to enter an install date for the customer product, you will have the choice of cascading/setting the start date of the warranty associated with the customer product within the dialog box that pops up.

4. Enter your changes. If you choose Yes, all the warranties for the customer product will be modified:

• start date = new installation date

• end date = start date + duration

If you choose No, warranty dates are not updated.

5. Save your work.

   To change shipping information:

1. Enter search criteria in the Find Customer Products window and choose Find to navigate to the Customer Products Summary window.

2. Select the record to view or modify, then choose Open.

The Customer Products window appears.

3. Navigate to the Shipping alternative region.

Note: If you choose a shipping site, the customer and address information is filled in automatically. If you choose to enter the customer name, you can manually fill in the Ship To name and address. A ship-to location has one customer and address, while a customer may have many ship-to sites and addresses.

4. Enter your changes.

5. Save your work.

   To change more (miscellaneous) product information:

1. Enter search criteria in the Find Customer Products window and choose Find to navigate to the Customer Products Summary window.

2. Select the record to view or modify, then choose Open.

The Customer Products window appears.

3. Navigate to the More alternative region.

4. Enter your changes.

Note: The Copy License Ref refers to the reference number of the customer product of which the current customer product is a copy. This applies to certain types of products like software.

5. Save your work.