Presented By Pavan

Oracle Install Base is a centralized repository of information for an item instance and its tracking details including location, status, ownership, party, account and contact relationships, configuration data, and the change history of customer items or corporate assets. It tracks an instance from the time that it is received in inventory, in work in process, in projects, at customer sites, and throughout the return and repair process. It records a history of changes to tracked items and supports the creation and maintenance of Oracle Install Base configurations. The application includes drill-down capability to obtain details of inventory, work in process, and order management transactions affecting an item's tracking attributes. Additionally, Oracle Install Base provides links to detailed information from contracts, service requests, repair orders initiated for an item instance, and counters associated with the item instance.

Oracle Install Base is capable of tracking serialized and non-serialized item.

Tangible items such as those that are manufactured, purchased, and shipped. Intangible items such as software, services, licenses, and agreements. Tangible assets including fixed, movable, and leased assets.

Oracle Install Base leverages existing Oracle applications and is fully integrated with the Oracle EBusiness Suite. Key features and functionality include the following:

Item instance maintenance Support for inventory transactions Centralized repository of information:

Item instance consolidated transactions history

Item instance timestamp and version label history History of Oracle E-Business Suite transactions affecting Oracle Install Base Instance relationships with multiple party/accounts Configuration support and instance-to-instance relationships

Open Interface and Quick Edit capabilities:

Mass load of item instances by an open interface Quick online edit of attributes for a group of item instances Install Base Interface Error processing functionality System grouping of item instances

Capability of user-defined extended attributes

PO receipt of items into Inventory PO receipt of items into operating projects Move Orders Misc Issue to Project Misc Receipt from Project Installation and un-installation of equipment In-service/Out-of-service of equipment Subinventory transfers Inter-organization transfers Miscellaneous receipts and issues Placement of assets into or out of service Retirement and Reinstatement of partial or full cost of asset Integration Points and Dependencies for Enterprise Install Base 1-4 Oracle Enterprise Install Base Implementation Guide Asset Item move and asset Item transfer
Physical Inventory and Cycle Counts

Oracle Install Base provides for creation, updating, querying, and copying of instances through Oracle Install Base user interfaces and through integration with other applications. These include Oracle applications such as Oracle Service Contracts, Oracle Field Service, Oracle Depot Repair, complex maintenance repair and overhaul, receiving, WIP, Oracle Inventory, Oracle Projects, Oracle Order Management, Oracle Purchasing, Contact Center, eBiz Center, and shipping. Asset creation and maintenance can be invoked using Oracle Enterprise Install Base. It provides tracking of location, status, addresses, contacts, business party relationships, interinstance relationships, extended pricing, instance attributes, and a host of other item instance attributes. It provides tracking of location, status, addresses, contacts, business party relationships, interinstance relationships, extended pricing, instance attributes, and a host of other item instance attributes. Oracle Install Base supports creation and update of item instances and attributes for transactions originating in Oracle Inventory. These include internal transactions such as internal order shipments and subinventory transfers, discrete manufacturing transactions such as WIP component issue and WIP component return, and external transactions such as sales order shipments to external customers.

In the Create Item Instance page, you can create an item instance. The page has regions for general item information, instance specific attributes, owner information, current and install locations, item flags, and flexfields. If you are aware of another item instance in Oracle Install Base that has many of the same values for this information, then use the copy item instance procedure instead. The item and item number for an item instance must already be defined in the Oracle Inventory Master Item window by selecting the field Track in Installed Base. The Version Label and Status fields, if they are not populated, default to the values of the profile option CSI: Default Version Label and CSI: Default Instance Status respectively. Accounting classification defaults to Customer Product if it is not populated.

Prerequisites

General Information

You can search for item instances in several ways.

 Both the initial Item Instance page and the initial System page appear as a Simple

Search search page with two regions: Search region Results region You can search for item instances or systems using three search pages: Simple Search, Advanced Search, or Views. You can switch between the search pages by clicking the appropriate Simple Search, Advanced Search, or Views button. A view is a saved search. For simple or advanced searches that will be useful to repeat in the future, save them as views, and reuse them as needed. Each of the search pages contains a Go button, which performs the actual search. The basic search process is as follows: Select the search page that you want to use. Prepare to perform the search as follows: For simple searches, enter the search parameters. For advanced searches, optionally add in extra search parameters from an extensive list, then enter your search parameters. To use views, invoke a previously saved search or view. Click Go to perform the search. The results appear in the results region.
http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417188.htm#srch_ ovw

Performing Advanced Searches

Use this procedure to add one or more child item instances to an item instance in a configuration.

In the Add Child page, search for the item instances that you want to add, select them, and click Apply to add them to the selected item instance in the Configuration tab grid row. Creating a child item instance involves both creating an item instance and defining it as a child in a relationship. In the Create Item Instance page, you can create an instance as a child to the one selected from the configuration page. This page is the same as the Create Item Instance page. The page has regions for general item information, owner information, current location, item flags, and item views. The item and item number for an item instance must already be defined in the Oracle Inventory Item Master with Track in Installed Base selected.

Creating Child Item Instances

Prerequisites

Steps

In the Item Instance Configuration page, click the Create Child icon for the item instance to which you want to create a subitem instance.
The Create Child page is effectively the same as the Create Item Instance page. Enter the fields for the subitem instance. After you have entered the fields and clicked Apply, the subitem instance is added to your configuration. The Counters tab shows the existing counter instances for the item instance. You can enter a counter reading directly in each counter row, or click Show to view and update extra information about the counter reading. You can also add one or more counter instances to the current item instance. http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm#copy_ii

Managing Counters

In-Depth:

 The Copy Item Instance page is essentially the same page as the Create Item Instance

page, with the option to copy various types of attributes and associations from the original item instance. In the Copy Item Instance page you can create an item instance by copying another and making changes to it. Prerequisites You have performed an item instance search, selected an item instance for update, and clicked Copy Item Instance. Notes Copy functions are available only for instances that are customer item instances. Also Copy Region When you copy an item instance, you have the option to copy one or more of the following attributes and elements from the original item instance: Child Item Instances Parties, Contacts, and Accounts Assets Additional Attributes Pricing Attributes Operating Units

With Oracle Install Base, you have a flexible way of maintaining six different types of instance-to-instance relationships. These relationship types are seeded in the relationship type table, which you cannot extend.

Oracle Install Base support the following relationship types: Component-Of Connected-To

The following relationship types are intended for future functionality and are currently not supported in Oracle Install Base:

Upgraded-From Member-Of Installed-On Provided-By

For more information on below topics see this link http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm#copy_ii Viewing and Updating Item Instance Details Item Instance Details Processing Overview Item Instance Details Header - Processing Options Other Item Instance Details Panel - Processing Options Shortcuts Panel - Processing Options Miscellaneous Item Instance Processing Options Managing General Attributes Managing Associations Managing Configurations Oracle Install Base Configuration Support Understanding Relationship Types Managing Counters Managing Notes Managing Maintenance Attributes Viewing Transactional History Viewing Item Instance History Viewing Item Instance and Asset Network Relationships Managing Operating Units Managing Orders and Pricing Attributes Transferring Ownership Creating a Service Request Viewing Impacted Contracts Managing Work Orders and Work Requests Splitting Quantities

Oracle Marketing
Create Marketing Campaign

Demand to Build

Sales Contracts
Author and Apply Contract Terms

Receivables, Inventory & Order Management

Process Order

Procure to Pay

Sales & Telesales

Generate Lead & Opportunities

Problem to Resolution

Order Management & Configurator

Receivables & iReceivables

Invoice Customer

Receivables & iReceivables

Apply Customer Payment

Sales & Telesales

Generate Forecast

Create Order

Incentive Compensation Sales Contracts & Receivables

Renew Expiring Contracts Calculate Commission

Quoting Create Quote

Incentive Compensation & Payables

Compensate

Notes
Contracts Installed Base Inventory

Knowledge Base

Trading Community Architecture

Teleservice
Calendar
Create Service Request Create Task Customer Master (AR) Order Management

Charges

Human Resources

Resource Manager

Task Manager
To Field Service Dispatch Center

Interaction History

The following PL/SQL public APIs are covered in this document :

Item instance management APIs Instance-to-Instance relationships management APIs System APIs API messages

Install Base Public Packages The APIs provided for the new Install Base are organized into the following packages :

CSI_DATASTRUCTURES_PUB: Contains all public datastructures exposed to Install Base API users. CSI_ITEM_INSTANCE_PUB: Contains all APIs for item instance management. CSI_INSTANCE_RELATIONSHIP_PUB: Contains all APIs to manage instance-to-instance relationships (instance configuration). CSI_SYSTEMS_PUB: Contains APIs for creating, updating and deleting the systems.

Name Create_Item_instance

Description
This procedure creates an item instance in Install Base along with its child entities. The child entities include associated parties, accounts, organization units, extended attributes, pricing attributes, and asset associations. The child entities are optional except for the owner party and owner account if the instance is owned by an external party This procedure updates an existing item instance and its child entities in Install Base. This procedure expires an Install Base item instance. This procedure gets a list of item instances in Install Base satisfying the query criteria provided by the calling application. This procedure get the details of an item instance and its child entities

Update_Item_Instance Expire_Item_Instance Get_Item_Instance Get_Item_Instance_Details Copy_Item_Instance

This procedure creates a new item instance and its child entities in Install Base by copying an existing item instance.

Name Create_Relationship Create_Relationship Expire_Relationship Get_Relationships

Discription
This procedure creates relationship(s) between item instance This procedure updates relationship(s) between item instance This procedure expires relationship(s) between item instance This procedure gets the list of relationship(s) among item instances

CSI_SYSTEMS_PUB APIs
Name Create_System Update_System Expire_System Get_Systems Discrition
This procedure creates a system This procedure updates a system. This procedure expires a system. This procedure gets systems.

Contains all APIs for item instance management:

Create_Item_Instance Update_Item_Instance

Expire_Item_Instance
Get_Item_Instance Get_Item_Instance_Details Copy_Item_Instance

Package CSI_INSTANCE_RELATIONSHIPS_PUB
Contains all APIs for instance-to-instance relationships management.

Create_Relationship Update_Relationship Expire_Relationship Get_Relationship

Contains all APIs for instance-to-instance relationships management

Oracle Install Base Public APIs 1-25 Create_System Update_System

Expire_System
Get_Systems

Data Structure Specifications

The following data structures are used in <Public API 1>:

party_account_query_rec : Record to hold item instance information.

party_account_rec : Record to hold item party accounts information. party_query_rec : Record to hold item instance information. party_rec : Record to hold item instance information. party_header_rec : Record to hold item instance information.

instance_rec : Record to hold item instance information.

instance_query_rec : Record to hold item instance information. instance_header_rec : Record to hold item instance information. transaction_rec : Record to hold item instance information. party_account_query_rec : Record to hold item instance information.

system_rec : Record to hold item instance information.

ext_attrib_rec : Record to hold item instance information.

extend_attrib_values_rec : Record to hold item instance information. pricing_attribs_rec : Record to hold item instance information. organization_units_rec : Record to hold item instance information. instance_asset_rec : Record to hold item instance information.

account_header_rec : Record to hold item instance information.

org_units_header_rec : Record to hold item instance information. instance_asset_header_rec : Record to hold item instance information. org_units_header_rec : Record to hold item instance information.

Messages and Notifications:

A lists of common error messages and notifications that the Oracle Install Base API can generate. Note that not all messages are returned by all APIs.

Definitions: 115csiug.pdf(implementation guide). Item instance: http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm#co py_ii. APIs: csi115api.pdf(API Reference Guide) Useful link: https://forums.oracle.com/forums/thread.jspa?threadID=389180