Managing Installed Products

Enter the customer who owns or leases the installed product.

After a customer is selected successfully, its name appears as a link. Click the Customer link to transfer to the corresponding company or consumer record.

A customer can be a company or a consumer, which is created manually using the Company component (Customers CRM, Add Company).

Enter the first and last name of a company contact to whom the installed product is given. The system limits the selection of contacts to those that are associated with the selected customer. After a contact is selected successfully, the Contact field appears and replaces the First Name and Last Name fields.

Click the Transfer to Contact button to transfer to the corresponding person record.

You can add business contacts using the Person component (Customers CRM, Add Person).

Enter a postal code to refine the customer and contact search.

Enter a site of the customer where the installed product is located.

Click the Transfer to Site button to transfer to the corresponding site record.

You can add sites for customers using the Company, Consumer, or Site component (Customers CRM, Add Site).

Displays the phone number of the selected contact.

Enter notes about the specific area within the customer's site where the installed product is located.

Select the owner of the asset, which can be:

Employee: This is the default value. When selected, an employee must be specified.

Department: When selected, an asset department must be specified.

Location: When selected, an asset location must be specified.

None: When selected, the only value you can optionally specify is asset contact.

An AAF term called Installed Asset Owner is created for this field.

Enter a worker for the installed asset. On the Installed Asset page, the system displays workers (employees) who are defined in the CRM system. Set up workers under select Workforce, then select Worker.

If an employee is specified but the selected asset owner is not Employee, a system message appears when the installed asset is saved. To correct the error, either reselect the asset owner based on the value that is being specified (employee in this case), or remove the employee value and specify another value that is required by the selected asset owner.

Enter the department that owns the asset. Choose from a list of active departments that are based on the setID of the installed asset. The system does not automatically default the employee's department as the value of the asset department in add mode.

If an asset department is specified but the selected asset owner is not Department, a system message appears when the installed asset is saved. To correct the error, either reselect the asset owner based on the value that is being specified (asset department in this case), or remove the asset department value and specify another value that is required by the selected asset owner.

Enter the location where the asset resides. Choose from a list of active locations that are based on the setID of the installed asset. The system does not automatically default the employee's location as the value of the asset department in add mode.

If an asset location is specified but the selected asset owner is not Location, a system message appears when the installed asset is saved. To correct the error, either reselect the asset owner based on the value that is being specified (asset location in this case), or remove the asset location value and specify another value that is required by the selected asset owner.

Enter the employee to which the asset is assigned. Choose from a list of active employees that are based on the setID of the installed asset. The system does not automatically default the employee of the installed asset as the value of the asset contact in add mode.

If an asset contact is specified but the selected asset owner is not None, a system message appears when the installed asset is saved. To correct the error, either select None as the new asset owner, or specify another value that is required by the selected asset owner.

An AAF term called BO ID of Asset Contact is created for this field.

Displays the department and location of the employee selected for the installed asset.

Select the current status of the installed product. Available values are configured on the Define Status Translates page which is keyed by setID and are different by installed product type. The status of an installed product can be set manually (if the installed product is created manually) or automatically (if the installed product is generated by the system as a result of a business process).

See Define Status Translates Page.

Enter the quantity (in the standard unit of measure) of the installed product in the indicated status. If the item is serial-controlled, the quantity is set to 1 by default.

You must enter a nonzero value for each row of status before saving the installed product. Multiple rows appear for partial shipments of an installed product order to indicate the status for each quantity.

You can add rows manually as necessary to indicate the quantity of an installed product in repair, uninstalled, and so forth.

Indicates the unit of measure being used for the quantity. For example, package, each, pallets, and so on.

(Optional) Select a product group to refine the list of products available for selection. This field lists all the product groups of all types that are associated with the setID of the installed product.

If you select a product for the installed product and that product happens to belong to only one product group, the system automatically populates that product group value in this field.

Product groups are effective dated in installed product records. It means that if you open an installed product created some time ago and the product group that it references is no longer active, the value is not displayed. However, if you search for installed products by product group on the search page, product groups are not effective dated.

An AAF term called Product Group is created for this field.

Click to access the Installed Product Hierarchy page to view the configuration of the associated product. This link is available only to installed products for product packages.

Enter the ID of the item that is installed at the customer site. Establish items using the Item Master EIP or the Item Definition component.

Enter the serial number if the item is serial-controlled.

Select the reason why the product was installed at the customer site (for informational purposes only). Values are Beta, Demo, Evaluation, Loan, and Sold.

Enter date of installation if you are creating or updating installed products or installed assets manually.

The system populates this field, as applicable for the given transaction, when it creates or updates installed products or installed assets.

Enter another installed product to define as the parent of this installed product. View parent, child, and sibling relationships between installed products on the Installed Product Hierarchy page.

Select the manufacturer of the product. You set up manufacturers on the Manufacturers page (select Set Up CRM, then select Common Definitions, then select Manufacturers).

Displays the price of the product per unit if such value is available.

Enter dates if you are creating or updating installed products or installed assets manually. The system populates these fields, as applicable for the given transaction, when it creates or updates installed products or installed assets.

The Date Registered field does not apply to installed assets.

Enter the asset tag that is available if the item is issued an internal worker.

Indicates whether or not the data in the installed asset has been validated. Values are Yes and No.

Specify a type for the installed asset.

Specify a subtype for the installed asset. Available values are filtered by the selected asset type.

Enter the date when the product is registered and the installed product is created or updated. If this installed product is registered using the Product Registration component, this field displays the date when the registration is submitted.

Enter the warranty that is associated with the item. Click the Transfer to Warranty button to access the component you use to define warranties.

Select the current status of the warranty for the installed product, either Active or Inactive. For entitlement searches from cases or service orders that reference an installed product, the system first checks for an active warranty that is valid for the current date.

Enter the dates when the warranty period begins and ends for the installed product. The system populates start date automatically using the install, ship, or order date for the installed product, depending on the start date option that the warranty definition specifies. The default end date is based on the length that the associated warranty definition specifies.

Enter the customer's purchase order number for the installed product.

Enter the authorization code that the credit card company provides, if applicable.

Enter the order identification number for the installed product.

Enter the customer's order identification number for the installed product, if it exists.

Enter the name of the customer the installed product is purchased from.

Enter the name of the contact the installed product is purchased from.

Select whether the customer owns the installed product or possesses it under the terms of a lease or rental agreement.

Enter the name of the sales representative who is associated with the order for the installed product. If your installation includes PeopleSoft Sales, the system prompt for this field lists the people who are defined as sales force representatives in the system.