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• AutoCreate Systems - to create new systems from the Installations window, in the Sales Orders form

• New - specifies a new customer product

• Replacement - indicates a replaced product

• Product Upgrade - defines an upgrade to an existing customer product

• Revision Update - indicates a change in an existing customer product's revision status

In addition to the five predefined order transaction types, you can create others to identify the type of order entry transaction. You can also designate a customer product status to be assigned automatically to customer products created or modified by each order transaction type.

   To define order transaction types:

1. Navigate to the Order Transaction Types window.

2. Enter a unique order Transaction Type.

3. Choose what impact this transaction type has on your installed base.

• New Customer Product: This inserts a new customer product record in the installed base. For example, whenever you ship a loaner to your customer, you can define and use a transaction type named Loaner Transaction so that you can track the loaner.

• No Update: For example, you can define a transaction type named Labor Transaction and specify that it not update any records in your installed base.

• Related Customer Product: This inserts a new record in the installed base that is linked with an existing customer product. For example, you can define a transaction type named Replacement that is associated with a customer product whose status is Replaced. This results in the creation of a new customer product in the installed base whose status is Replacement.

• Create Revision Only: This creates a new revision for an existing customer product in the installed base. You can use the system-defined transaction type Revision Update when you ship a new revision for a given product. You can also specify that this new revision is the latest revision for the product.

• Update Status Only: This updates a customer product's status in the installed base with which the transaction type is associated. For example, you may decide that the transaction type Repair Transaction updates the status of a customer product to Repaired.

4. Choose the billing type to limit which types of items are affected by this transaction type.

5. Optionally check Transfer Service.

If the billing type is Material and the installed base impact is Related Customer Product, you can check this box to transfer support services associated with an old customer product to a new one.

6. Optionally select an Installed CP Status if you want to update the statuses of customer products currently present in your installed base.

7. Optionally check Installed CP Return Required.

8. Optionally select a New CP Installed Status.

9. Optionally check New CP Return Required.

10. Save your work.

See Also

Entering Installation Details During Order Entry