Oracle Applications: Oracle Install Base

Oracle Install Base is a repository of product information, location, status, party relationships, configuration, ownership, accounts, and change history for a customer product, an asset, or a software license. It offers life-cycle tracking of an item from the time that it is received, in inventory, in WIP, in projects, at customer sites, or during repair. Install Base also records a history of changes to tracked items and does so independently of their ownership, physical location, or accounting classification.

For example

If you increase or decrease the Item’s Quantity ,that should be tracked in Install Base

If you ship the item ,that should be tracked in Install Base

If you increase or decrease the Item’s Quantity it has to be tracked

Create the Item and check the attribute ‘Track in Install Base’ in ‘Services’ tab (Also check the attributes

in ‘Inventory’, ’Purchasing’ and ‘Order Management’ Tabs)

‘Inventory’ Responsibility àItemsàMaster Items

select * from mtl_system_items_b where segment1='IB ITEM-1'

Creating the Sub inventory

‘Inventory’ ResponsibilityàSetupàOrganizations

select * from mtl_secondary_inventories where secondary_inventory_name='IB SUBINV'

Increasing the Quantity

‘Inventory’ ResponsibilityàTransactionsàMiscellaneous Transaction

Select type as ‘Miscellaneous receipt’

Press on ‘Transaction Lines’

select * from mtl_material_transactions where inventory_item_id='18093'

Check whether this ‘Increased Quantity’ tracked or not.

select * from CSI_ITEM_INSTANCES where inventory_item_id='18093'

select * from CSI_I_PARTIES where instance_id='144102'

‘Oracle Installed Base User’ ResponsibilityàOracle Install Base

Enter the instance_id (from ‘CSI_ITEM_INSTANCES’ table)

Click on ‘Go’ Button

Click on ‘Item name’ (IB ITEM-1)-- (‘Description’ tab)

Go to ‘Transactions’ tab

Similarly decrease the quantity

‘Inventory’ ResponsibilityàTransactionsàMiscellaneous Transaction

Select type as ‘Miscellaneous Issue’.

Then go to ‘Oracle Installed Base User’ ResponsibilityàOracle Install Base

Enter the instance_id (from ‘CSI_ITEM_INSTANCES’ table)

(Same instance id (created for increasing quantity) will be updated)

Press on ‘Item Name’ and go to ‘Transactions’ tab

*If we increase the quantity for the Serial controlled items then for each quantity one instance_id will be created. For example if we increase the 5 quantity then 5 instance_id’s will be created.

Creating the instance through Applications:

‘Oracle Installed Base User’ ResponsibilityàOracle Install Base

Click on ‘Create’ button

Enter Item, Quantity, Party and party site information and click on Submit button.

select * from CSI_ITEM_INSTANCES where instance_id='144112'

select * from CSI_I_PARTIES where instance_id='144112'

select * from CSI_IP_ACCOUNTS where instance_party_id='326856'

2) If We ship the item then

For example, if we have shipped 5 quantity

5 records will be stored in CSI_ITEM_INSTANCES

10 records(owner and ship-to for each quantity) will be stored in CSI_I_PARTIES

10 records will be stored in CSI_IP_ACCOUNTS

select * from CSI_ITEM_INSTANCES where inventory_item_id='18095'

select * from CSI_I_PARTIES where instance_id BETWEEN 144123 AND 144127

select * from CSI_IP_ACCOUNTS where instance_party_id BETWEEN '326867' AND '326876'

Creating the contract for the item.

Means for example, if you buy any refrigerator there will be warranty for 1 year or 2 years. This warranty is nothing but contract.

Create the item Refrigerator (Make this item as install base item by checking the attribute ‘Track in install base’(‘Services’ tab),make this item as BOM allowed by checking the attribute BOM allowed(‘Bills of Material’ tab))

Create the contract. We can create this one as one item

Give the primary (UOM) as ‘Year’ (‘Main’ Tab)