Oracle Install Base Implementation Guide

Contents

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Preface

Overview of Oracle Install Base

Summary of Oracle Install Base

Features of Oracle Install Base

      Functional Overview

      Instance Maintenance

      Multiple Party/Account Relationships

      Configuration Support and Instance-to-Instance Relationships

      Open Interface Mass Load and Mass Update Capabilities

      System Grouping of Item Instances

      Extended Attributes

Integration Points and Dependencies for Oracle Install Base

      Integration with the Oracle E-Business Suite

      Inventory Receipt and Purchase Order Receipt

      Inventory Transactions

      Oracle Order Management Integration

      WIP Integration

      Support for Internal Sales Orders

      Asset Integration

      Project Integration

      Use of Transactions Details

Implementation and Setup for New Users

Product Dependencies and Requirements

Setup Checklist for New Users

Related Setup Steps within Other Oracle Applications

      Synchronize On-Hand Balance with Oracle Inventory

      Set Up Inventory Serial Control at the Master Level

      Set Up Oracle Install Base Items in the Item Master

      Set Up Parties

      Set Up Vendors

      Set Up Employees

      Set Up Party Accounts

      Set Up Party Contacts

      Verify the Setup of the Oracle Service Fulfillment Event Manager Queue

      Set Up the Action Menu in Oracle Order Management

      Set Up the Order Management Workflow for Non-Shippable Items

Related Setup Steps within Oracle Asset Tracking

      Run the License Manager Program

      Verify the Setup of Four Profile Options for Oracle Asset Tracking

      Verify Location IDs in HZ_LOCATIONS

      Verify Codes for Asset Update Statuses

Setup Steps within Oracle Install Base

      Set Up Installation Parameters

      Set Up Codes for Party-Account and Party-Contact Relationship Types

      Verify Codes for Instance Relationship Types

      Verify Extended Attribute-Level Codes

      Set Up Extended Attribute Pools

      Set Up Extended Attribute Classifications

      Set Up Extended Attributes

      Verify Accounting Classification Codes

      Set Up Instance Type Codes

      Verify Codes for Instance Location Sources

      Verify Party Sources

      Set Up Codes for Instance-Operating Unit Relationship Types

      Set Up Version Labels

      Set Up System Type Codes

      Set Up Split Process Reasons

      Verify Oracle Configurator Enabled Values

      Verify Instance Class Values

      Verify Values for the Resubmit Interface Process

      Verify Values for CSI: Propagate Systems Changes

      Set Up Regions for the Advanced Search Page

      Set Up the Results of the Search Item Instances Page

      Set Up Instance Statuses

      Set Up Source Transaction Types

      Set Up Transaction Subtypes

      Set Up the Transaction Subtypes LOV from Non-Service Processes

      Verify Transaction Status Codes

      Verify Transaction Error Source Types

      Create Business Users

      Create Agent Users

      Schedule the Expire End Dated Instances Program

      Schedule the Install Base Open Interface Program

      Run the Initiate Mass Update Program

      Schedule the Process Old Order Lines-Fulfillable Only Program

      Schedule the Resubmit Interface Process

      Schedule the Resubmit Waiting Transactions Program

      Schedule the Install Base and Inventory Data Discrepancies Program

      Final Synchronize On-Hand Balance with Oracle Inventory

Implementation and Setup for Upgrade Users

Introduction

Product Dependencies and Requirements

Setup Checklist for Upgrade Users

Oracle Install Base System Profile Options and Debug Information

Oracle Install Base System Profile Options

Setting the Debug Option

Seeded Data

Introduction

Roles and Permissions

Processing Errors

Overview

Using the Transaction Error Summary and Details Window

Using the Install Base and Inventory Data Discrepancy Program

Using the Install Base Error Correction and Synchronization Program

Install Base Concurrent Programs

Install Base Concurrent Programs - Listing

Index