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Install Base (IB)

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Oracle Install Base

IB is an item instance life cycle tracking application that facilitates enterprise-wide life
cycle item management and tracking capability.

Helps you to track 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.

Oracle Install Base is a centralized repository of information for an item instance and its
tracking details including location, status, ownership, party, account and contract
relationships, configuration data linked to Contracts, service requests repairs.

Oracle Install Base is capable of tracking serialized and non-serialized item instances
including:
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

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Oracle Install Base

Item Received In
Inventory

Item During Repair

Item In WIP

Item at Customer Site

Item In Projects

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Oracle Install Base

11i

R12

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Oracle Install Base

11i

R12

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Key features and functionality

Item instance maintenance

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
Quick online edit of attributes for a group of item instances
System grouping of item instances
Sales Order Shipment, Fulfillment, and RMA Receipt Interface
Interface with Inventory & WIP modules.

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IB Integration within eBiz

Counters and Notes ,Direct updates from Oracle Field Service and Oracle Complex
Maintenance Repair, and Overhaul, Oracle Inventory (receiving and other inventory
transactions)
Oracle Order Management (shipping, fulfillment, and RMA receipts)
Oracle Assets (Oracle Enterprise Install Base-specific updates through mass additions)
Oracle Projects (Oracle Enterprise Install Base-specific updates to projects)
Oracle Work in Process (move transactions, assembly completion, configuration support)
Oracle e-Biz Center & Contact Center.
Oracle Project Contracts (shipment transactions)
Oracle Purchasing (inter-company drop shipment and PO adjustments)

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Item Details

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Install base Information

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Install base Information

General View and maintain general information about the item instance such as system
name, serial number, owner, and location. This page is organized by regions of basic
categories under which you can define and test various specific search criteria.
Additional Attributes View and update values for additional attributes defined for an item
or instance. These are attributes are user definable with the Oracle Install Base
Administration responsibility Oracle Assets (Oracle Enterprise Install Base-specific updates
through mass additions)

Assets View and define associated asset information such as asset number, date placed
in service, and employee. Oracle Enterprise Install Base uses such information in the
tracking of fixed assets.

Party Relationships View and define names, types, and effective dates for additional
parties that can be associated with an instance. You can use these features to transfer
ownership. Associated links have the following uses:
Owner: Transfer item instances.
Party: Add or maintain party relationships
Account: Define and maintain accounts and account types for a party
Contact: Define the contact type and names of a party
Summary: Display all the associated parties, and the accounts and contacts from each

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Install base Information

Pricing View extended pricing attributes that come from Order Management sales order
lines at the sale of an item instance.
Counters With the Counters application, you can define a counter construct called a
counter group for an item to monitor the usage of customer item instances and services
and execute business processes based upon the usage information. Eg automobile (the
odometer), a gas meter, and a photocopy machine.
Transactions View the most recent transactions for this item instance. Each transaction ID
links to a page of transaction details.
Service Requests View and create service requests associated with the item instance.
Repair Orders View open, closed, and hold repair orders for an item instance.
Operating Units Display and maintain operating units associated with the item instance.
Configuration. In the Operating Units page, you can view, add, and remove the
association of operating units with a particular item instance.

Displays the Item Instance Configuration page. View the various configurations and
define children for an instance.

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Contracts

Contracts: View information such as the name, effective dates, and coverage
description of service contracts associated with the instance. Each contract number
can link to a page of contracts details.

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Install base Information

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Install base Information

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Notes

Notes Create and view notes associated with an item instance

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Saved Search Criteria

Saved Search Criteria : For frequent used search criteria IB lets you save the search.
With saved searches you can easily reuse a set of possibly complicated search
criteria by assigning a name to the saved set of criteria. Saved search page is
organized by regions of basic categories under which you can define and test
various specific search criteria. After you are satisfied with results of your tests, you
can save the set of criteria with a name of your choice.

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Splitting Quantities

Splitting Quantities In the Split Quantity page(on General Attributes region),You can split
the original quantity into two or n parts. Oracle Install Base automatically creates
serviceable items under serial control with a quantity of one.
Only non-serialized items are created with a quantity greater than one. Oracle Install
Base retrieves from Oracle Contracts the appropriate coverage for the newly created
instances.
Example of splitting quantities are as follows:
Isolate a quantity for transfer to an end customer
Set apart a quantity to be terminated
Set aside a quantity for installation elsewhere
Set apart a quantity to apply or order a new service program
Set apart a quantity for upgrade or repair

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Relationship Types

Relationship Types With Oracle Install Base you have a flexible way to types of instanceto-instance relationships.
Component-Of : Most used relationship example being Monitor, Mouse, Keyboard are
component of Computer
Connected-To : used to represent a network of connected items Ranu-laptop is
connected to print-server-11.2.9 Lan network
Transaction Details Window In the Transaction Details window you can update Oracle
Install Base with attributes provided for an item that is being sold or returned. In addition,
you can update a referenced item instance. This tab can be added to enter
replacement/upgrade of an item.
Order Management Super User -> Orders, Returns > Sales Orders > Line Items tabbed
page, select a line > Click Actions > Installation Details

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Transaction Error Handling

Transaction Error Handling

If a source transaction(OM, FA, Projects, Sales Order, Tele-service o is successful and the
Oracle Install Base update errors-out, then the transaction appears with error text in the
Transaction Error Summary and Details window.
Transaction Error Summary and Details window you can reprocess transactions that
failed to update Oracle Install Base from certain Oracle applications.
Oracle Install Base Admin responsibility > Navigate to Transaction Errors Processing.
Install Base and Inventory Data Discrepancies program picks up the discrepancy data
from the tables of Oracle Install Base and Oracle Inventory and displays it on a report.
A separate concurrent program, Install Base Error Correction and Synchronization
Program, is available to correct the discrepancies.

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Mass Edit

Mass Edit/Future Dated Transactions

In the Mass Edit/Future Dated Transaction window you can schedule several changes to
be made to a group of instances and to be performed at a specific date and time.
Such changes include, for example, location, party ownership, accounts and contacts.
Oracle Install Base Administrator responsibility > Mass Edit > Open Mass Edit/Future
Dated Transaction window > Entry Details region, Find Instances > Supply a value for the
Name field of your mass edit session, and click Save , for example: Use Location tabbed
page to change the current location or the install location for all selected instances.

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Purging Transaction History

Purging Transaction History

Application provides a utility to purge history transactions tied to an instance. Given a
start date, you can run the utility to purge all the transaction data with dates older than
the specified date and store the data in a table
Oracle Installed Base Admin > Run Request Installed Base Transactions History Purge
Expire End Date Instance:
Request Name: Expire End Dated Instances

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Counters Application in IB
Using the Counters application you can define counters to track the usage of a
customer's item or service and execute business processes e.g charge excess charges
after 5000 copies @ of .05 pence & charge 100 for initial 5000 copies other examples
include.
Manage item warranties and external warranties
Manage service, rental, and leasing contracts
Know when the time has come to reorder or ship parts
Determine billing cycles and rate change
Trigger item preventive maintenance or overhauls
Calculate item reliability
Perform lifecycle tracking
Counters application supports the following Service applications:
Oracle Tele-Service
Oracle Install Base
Oracle Service Contracts
Oracle Depot Repair
Oracle Field Service
Oracle Mobile Field Service
Oracle Spares Management
Oracle Logistics
Oracle Advanced Service Online

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Counters Types
Counters can be of Two types:
Physical Counter An incremental electro-mechanical or software device built into an
item to track equipment usage. These counters are tangible and can rollover to a
specified value, be reset to any value, or replaced if broken during normal operation.
Formula Counter An intangible or derived counter that runs inside a software
application program, keeping track of usage of an item or service. A common logical
counter is the number of service telephone calls made by a customer against a
particular item or service. Logical counters can be added or combined with other
counters to form a new counter.
Counter Group Can be associated with an item or service and is permitted to have only
one associated counter group. Group templates can also be applied with multiple
Oracle Install Base items or contract lines. After a counter group is instantiated, it can be
modified for a single instance or for all instances.
Counter Template A template that is defined for groups of counters and instantiated in
Oracle Install Base customer items or contract lines. A template can be defined for a
single counter or a group containing one or many counters.

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Counters Usage
Typical Usage of Counters:
Capture Counter Readings Counter readings can be entered manually using the
Capture Counters window.eg Field Service, Service Contracts
Capture Miscellaneous Reading Adjustments service counter can used to adjust a
technician's copy usage during a PM Service or repair of a customer's photocopier
machine
View the Counter History Log The Counters application creates a new instance each
time a reading event has been performed and saves the results in the counter history
log.
Oracle Install Base Life Cycle Tracking Counters uses Oracle Install Base to manage and
track reading history related to an item, service, or contract throughout the active
lifecycle.
Reset Counters Certain service providers require that a counter reset is performed to reestablish a new starting point for an item or service.
Modify Counters Counter groups and counters can be modified after instantiation with
an item or service.
Navigation : Customer Support or Depot Repair Super User > Setup > Counters.

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New Features in R12

Bill Only Lines in OM and Installed Base Update

(R11i V/s R12)
In 11i:
Usual wisdom till R11i is that install base gets updated or created as customer product
when we ship the product. This shipping must go through the inventory transaction
(remember that we can ship no inventory items as well) in order for the IB to be updated
or created. But to achieve the same for the order lines that do not go through shipping
and inventory (like Bill Only lines with fulfillment), we used to extend Order line workflow
(supported way) to plug in a function that sends a message to update or create
instance. This used to be upon fulfillment.
In R12:
Stating R12 this is a seeded functionality. The same function that is given to customize
the workflow is added to the order line fulfillment code. Meaning all bill only lines (for
that matter any line workflow that has fulfill node and item is IB trackable) automatically
create or update the install base upon fulfillment. But again this is controlled by a profile
option (OM: Automatically Interface Lines to IB on Fulfillment). You can control this
behavior by setting this profile option value as Yes or No.
Profile::

OM: Automatically Interface Lines to IB on Fulfillment

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New Features in R12

R12 Installed Base: Entering Multiple Serial numbers from IB UI

We know that if the item is serial number controlled, until R11i, we can only create one
instance at a time in the installed base UI. This is because the UI automatically makes
the quantity field read only with the quantity 1 placed in there. Take a look at this screen
shot for example.

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New Features in R12

R12 Installed Base: Entering Multiple Serial numbers from IB UI

Take a look at this R12 screen shot. Though the item is serial number controlled, now you
can create multiple serial numbers at the same time. But the condition is that all these
serial numbers share the same attributes like ownership, location and so on.

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