Creating installed base product

I have created an inventory item, but it wont show up when I try to add customer product in the installed base. Any help will be greatly appreciated.

Do the following step.
For the Particular Item remove all the stock from all inventories and sub-inventories
Then got the Master Item Setup.
Set the Intall Base Trackeable and Serviceable flags.
Then again take the Stock for the Item
Do the OM Cycle and you will get the Item displayed in IB.
Hope this clarifies

Similar Messages

How to create installed base through workflow

Hello everybody,
We are doing a CRM implementation for a telkom company and we have a requirement as such.
Suppose we are creating a contract for 10 products and then in the follow up transaction sales order I activate 5 of them.So my requirement is that we need to update the number of activated product in the contract as well..i.e- if 5 products are activated we need to ensure that in the contract this data is update.We want to achieve this functionality using workflows.Is there any method to created installed base components through workflow.
Help would be sincerely appreciated.

Hi N Panigrahi,
I dont think there is no installed base component available for workflow for the scenario that you have explained.
Regards
Balaji E.

Dump in transaction IB51 - create installed base

Hi,
We have installed CRM 2007 at our site. The transaction for creating installed base IB51 on selecting the category of installed base and pressing enter throws an ABAP dump.
The category being used is a standard SAP delivered category; yet there is a dump.
Kindly suggest the notes / corrections / SPs applicable if any; since the system is a new system and the error is not config related.
Regards,
Dhaval.

Hi Dhaval,
Sorry, but SAPGui is no longer a supported UI for SAP CRM 2007 for any end-user facing applications. Consequently, the transactions in SAPGui are no longer supported. So you won't find corrections (notes, SPs) that will correct his problem.
SAP CRM 2007 comes with a complete new Web UI: The CRM WebClient UI. It allows a role based web access to all CRM applications. SAP CRM WebClient UI can be used integrated into the SAP Enterprise Portal but also "stand-alone" with a "local" application shell ("L-shape") which is delivered as part of SAP CRM ABAP server itself.
Please refer to many other threads in this forum, the SAP help portal and the CRM BPX communitiy pages for more information about the WebClient UI.
Best regards
Peter

Prequiisites for creating Installed Base

Dear Firends,
If we want to maintain Installed base in CRM service, are there any prerequisites that need to be maintained in ECC system?
If Yes, any one could help me in which systems what need to be done....
Regards,
Ven

1. Download Product categories and hierarchies
2. Number range of equipment should match with Equipment number range with R/3
3. Download Products to CRM system
4. Download Customers to CRM system( If you are maintaining customers at ibase)
Hello Naresh,
Thanks for responding all my questions.
1. we have donwloaded all the product categoriesd and Hierarchies into CRM system from ECC.
2. Reg number ranges, where do we check the number ranges in R3 side.
3. products have been downloaded into CRM.
4. customers also downloaded into CRM system.
Does euipments are downloaded from Equipment BOM in Plant maintenace.
Reg,
Ven

How to create an Installed base from the sales order

Dear Friends,
could any one let me know the process of creating an Installed base with the below process.
Once a sales order is created in SD, an istalled base need to be created in CRM system with reference to sales order.
There are around 50 final products and approximately 2000(BOM)components for each product exists. but the client wants to maintain only few components
like 100 to 200 components in Installed base.
In CRM system, can we maintain Installed base Template with that 100 or 200 components. If yes, how do we assign the Individual objects(Serial numbers) to each component.
Regards,
Ven

Hi Ajay
there can be two possibilities
Option 1. Create Install base in CRM while creating Sales order in ECC using RFC CRM_IBASE_CREATE. Make some reference of sales order in the Ibase. later when you move equipments to CRM then you can attach these equipments to Ibase (Already created in Thru RFC)in Badi CRM_EQUI_LOAD(This BAdi is called while moving equipments from ECC to CRM).
Option 2. Don't create Ibase at the creation of Sales order. but while creating Equipment just add some indiacator in the equipment to know which sale sorder this equipments belongs.
and once these equipments moves to CRM. Using the BADI CRM_EQUI_LOAD you can club all the equipments(of same sales order) under one ibase.
Regards
Naresh

Hierarchy Category for Installed Base creation

Hi All,
We are implementing service management using CRM 5.0 and R/3. We have created some custom material types in R/3 and downloaded to CRM. In CRM configuration "Assignment per Product Type for application Product" the HierarchyID R3PRODSTY is assigned to Product Type "Material". Now, I want to assign the Object family 0401 to a category to be able to create Installed Base records. I cannot modify the Hierarchy R3PRODSTY since it came from R/3. So I created a new hierarchy "IBase" and assigned the Object family and I assigned this hierarchy to Product Type "Material". With this I am able to create a Ibase but not a product because I changed the assignment. Is there straight forward way to have object family in the Hierarchy R3PRODSTYP" or to be able to create products and Installed Bases simultaneously? Any Input will be greatly appreciated.
Thanks,
Uday.

Hi Ankit ,
There is some SAP F1 Help. FROM SPRO
That may answer your question.
Activate Partner and Address Inheritance
Use
In this activity, you can make the following settings for each installed base category:
Activate partner and adress inheritance for a specified number of installed base hierarchy levels
The inheritance of partners and addresses is a logical rather than a physical inheritance.
Activate calculation of geographical coordinates from address information when address data is created or changed
Enable changes to an installed base for a validity date that is earlier than the system date.
Partner assignment or address assignment is used during the search for components to take partner inheritance and address inheritance into account.
For example, this means that in the interaction center or service processes, all components can be found using the business partner.
Default Settings
No standard settings are provided.
The settings are optional. If you do not enter any data, the function is not used.
Activities
To activate partner and adress inheritance, select the PInherit. or AdrInherit. checkbox, respectively, and specify the number of levels in the installed base hierachy that should inherit partners or addresses.
Note: If want partners or addresses to be inherited by all lower-level components in the hierarchy, enter 0 (zero).
Regards
Logu

Identification field in installed Base-CRM Service

We are creating installed base components from ECC to CRM ie, from equipments in CS module to installed base objects in CRM.
The serial number entered in ECC flows in to CRM Service in component details tab in individual obejct automatically.
equipments created in IE01 will flow to CRM and can be viewed in ib53.
We want to copy the serial number field to identification field to enable better search capabilities.

HI Femke Visser
A) Assign the Object family to Install Base Category, Follow the Menu Path to assign
IMG->Customer Relationship Management ->Master Data ->Installed Base ->Individual Objects/ Object Family -> Assign Object family to Installed base Categories
B) Create the categories and hierarchies you require for your object families. At least one of these categories must be created within the base hierarchy for the product type Material and then assigned to the relevant object family.
1) To create Category go to T.code COMM_HIERARCHY and in the Tab "Category" you will find a field called "Object Family", choose the right Object family
2) In the Tab "Set Types" add the set types you want to include
Refer the link below, which will give some insight about the Set Types and Hierarchy and Categories
http://help.sap.com/saphelp_crm50/helpdata/en/71/401e400191f72ee10000000a1550b0/frameset.htm
Regards
Milan
Please reward with points

Installed base numbers

Dear All
We have a scenario where we have to create installed base for an equipment which is done with ref to a production order.When I create IB the numbers are not coming consequently. For ex the First installed base may have no.1215, then the second IB 's number generated is 1225. Then the third could have a no 1240.
How to get consecutive sl nos
Suryanarayana TAta

Pls check the buffer for this object in the transaction SNRO. Probably a buffer of 15 is set.
thanx
Bala

Party-Relationships in Installed Base

Hi,
Can anybody highlight on purpose/uses/advantages of setting party relationships in Installed base.
What can be acheived by creating these relationships?
Regards,
Mohammed

hi,
You need to assign partner determination procedure to install base. First define partner determination procedure. Then assign it to your install base category. You can do the same in spro crm> master data> install base.
Now, after assigning pdp to install base category, when you will create install base and click on goto partner, you will get partner whose partner function you have used in partner determination procedure.
Best regards
Pankaj Kumar

Strategy/Value of Installed Base Hierarchies?

Hi - We are converting several thousand R/3 4x equipment master records into a new solution that will have both ECC6 and CRM 6.0 Service (as well as BI). We intend to load the equipment records in ECC and have them create ibases in CRM.
We've learned that you can create installed base hierarchies in CRM by assigning entire installed bases as components of other installed bases. We understand it can be done but also believe our business would have to bear the cost of creating and maintaining these hierarchies manually.
We've considered perhaps doing it only for important value customers or for other reasons but we are just not sure that the value of manually creating and maintaining IB hierarchies would outweigh the maintenance cost.
We were thinking that perhaps the hierarchy would be visible in analytical processing and could perhaps be used in customer level cost to serve analysis.
Have any of you developed Ibase strategies that included hierarchy development and can you share realities and outcomes?
Thanks in advance for your input, Roberto

Hi,
I think Installed base cannot be used in SALES scenario, hence even if you extend the sales quotation transaction type with service relevant business transaction category you cannot see the object tab in header and nor in item if you assign the item object type in ITEM CATEGORY.
Alternate solution is that you create a CUSTOMER FIELD with EEWB at header or item level in SALES QOUTATION TRANSACTION TYPE and link it with F4 help of installed base IBIB table and relevant Installed base tables in CRM.
Hope this helps. Please award Points if helpful
regards
Surendra More

Equipment hierarchy with Non serialized products to Installed base in CRM

Hi,
I have just performed an equipment download from R/3 to CRM. I now have these records created as individual objects assigned to an installed base.
However my equipment record in R/3 has Serialized Products as well as non serialized products in form of BOM (bill of material).
Example: Equipment Hierarchy (In R/3 )
    10123428 Main Equipment have 2 non serialized product
199-012100         (Non serialized product under this equipment)
                270-012200         (Non serialized product under this equipment)
       10123429         Subordinate equipment to main equipment
                              (Serialized product )
340-070800 (Non serialized product under this 2nd equipment)
              270-562700 (Non serialized product under this 2 nd equipment)
The Main equipment(10123428) is created as installed base in CRM successfully.
     The Subordinate Serialized product (10123429) to main equipment is created as individual object under this Installed base of the Main equipment properly.
     But the non serialized products (199-012100,270-012200 ) for main equipment and non serialized products (340-070800 ,270-562700)for the subordinate serialized product are not coming in CRM .
Because When I go to IB53 transaction there is no entry in the components in the product Tab under product id column.
Has anyone replicated R/3 equipment records with BOM structure into CRM and got their Non serialized products visible in the components of the Individual objects.
Any help would be most appreciated.
Regards,
Rahul

Hi Prabhakaran,
You can filter the data downloaded from R/3 to CRM based on the filter criteria assigned to adapter objects. You can do this via transaction R3AC1 wherein you specify the table and fields based on which you want to filter out the data.
For Serial Numbers and Equipments the business objects are SERIAL and EQUIPMENT respectively.
Reward with points if this helps.
Regards,
Gaurav Gera

Conversion/Creating Contract from Install Base Information

Hi All,
My client has just completed Install base conversion from the legacy system
(both history and active information).They have also completed sales order conversion for the open orders only from legacy system.They have done the customer conversion,item conversion as well from the legacy system.
Now the customer wants to create program for running the Contract conversion from Install base.They want to take extract from install base and done some validation and call the contract api to create the contract.
I am assigned this job,I need some information on this :-
1. Is it possible to run a extract from install base and though contract api,create the contract (since the billing,invoicing,payment rule is missing).As per client,these values will be defaulted.Also price list information,they want to derive the price based on the item at the run time.
2. If the first method of getting the extract from install base is considered,which all fields from install base are necessary to create the contracts.
3.Further to ,if starting from the install base extract,what are the list of validation done before calling the contract api to create the contract headers,lines.
4. Is it better idea to start the extract from legacy system and do the validation program and then call the contract api to create the contract.
5. If the first method of getting the extract from legacy is considered,which all fields from install base are necessary to create the contracts.
6.Further to ,if starting from the legacy extract,what are the list of validation done before calling the contract api to create the contract headers,lines.
7.I am basically keen to know how this design will work.Any help,support will be highly appreciated.
Thanks,
Pooja
[email protected]

Ajay,
I would say to change the business process and adapt new practices in Oracle.I am not sure at what point of time they get the information about the "instance" in their field service system (Booking or Picking).
When the order is booked we do not choose the serial number (if it is non serial it is even worse), only at the time of pick confirmation we do that if you have setup such serial number control in inventory for the item (unless you are selling airplanes or ships where you know which customer is getting what much in advance).
If you are feeding them after pick confirmation when the instance information is known (not final yet!), you can institute a business process where unless FS gives the final go for ship confirmation cannot happen (notification based).
It is not a good idea to update IB (There is no API Support for the instances that are in inventory) that is still in inventory.
You can place an order line on hold order ship confirmation and before invoicing.
Let the ship confirmtion update IB and FS (I am not sure why you call it Field Service when they want to touch the machine that is still in Inventory) can come update the instance again after they finish the work using debrief for the service request. There is no harm in that. Once they do this, you can identify the order line that is on hold and release it so that invoicing can happen.
Ship Confirmation is a system transaction, and does not mean that the physially the product is out yet.!
Thanks
Nagamohan

CRM 2007 - Installed Base - Sold to Party per Product

Hi Gurus
I'm working through Best Practice guide C13 Service Master Data.
For the Installed Base I'm using, for each product I have on the system I must assign each Business Partner (Sold-to Party) to that product.
For me this is a Maintenance nightmare, if I have 100 Products and 100 Customers I have 10,000 entries to make.
Is there a simpler way of completing this?
We are running a Standalone CRM System
Many Thanks
Panduranga

Did you create IBase for the system from where you create message?
If so, Did you mention Sold-to Party for that system IBase?
If not, First create IBase for the system, then assign Sold-to Party for the system IBase.
To do this use DSWP, Select the solution of the system and choose option "Initial Transfer to IBase" from menu.
So that solman system will automatically generate IBase for that satellite system. No need to create IBase for the satellite system explicitly by using IB52.
Once "Initial Transfer to IBase" is done, then go to IB52 and select the IBase of that system as well as client and assign the Sold-to Party by using menu "Go To"->"Partners". It important to assign the Sold-to Party for the working client. i.e. from which client of the satellite system the messages are created.
Hope this solves your problem.
If not, Go to SPRO and check the partner determination rule for Sold-to Party. It should be from IBase.
^Sanjai

Product registration--- individual object- installed base

HI all,
As soon as i register the products in ICSS, it creates individual objects.
1)HOw can it be automatically added to Existing ibase of customer?
2) Or how can it be created itself automatically as Installed base.
Please give me some valuable suggestions .
Thanks,
Priya

Hi Priya,
The product registration process in ICSS is the creation of a standalone individual object. If you want to have an ibase node created please use the ibase functionality and add a node component (product or object) to an existing ibase or create a new ibase.
regards,
Riad Hijal
SAP CRM e-service product manager

Error while creating contact through API in Install Base

Hello
I am trying to create contacts when creating a install base through API...
I tried below code as per metalink note# 215456.1 and giving the below error. I checked setup andI have 'Ship To' exists in Instnace Party Account Relationsship setup in the aplication and also I have a party Id 1232890 exist in hz_parties table with party type as 'Person' and I passed contact_ip_id as instance_party_id from CSI_I_PARTIES table for the instance to be update...
Also, can anybody help me how to purge the error messages before calling the API, suppose if i have 2 records and all two records will error then my second record error getting contatenated with my first error and message count also getting increased(see error message below as message count coming as 2 even though there is only one error)
SET SERVEROUTPUT ON SIZE 1000000
DECLARE
p_instance_rec CSI_DATASTRUCTURES_PUB.INSTANCE_REC;
p_ext_attrib_values_tbl
CSI_DATASTRUCTURES_PUB.EXTEND_ATTRIB_VALUES_TBL;
p_party_tbl CSI_DATASTRUCTURES_PUB.PARTY_TBL;
p_account_tbl CSI_DATASTRUCTURES_PUB.PARTY_ACCOUNT_TBL;
p_pricing_attrib_tbl CSI_DATASTRUCTURES_PUB.PRICING_ATTRIBS_TBL;
p_org_assignments_tbl CSI_DATASTRUCTURES_PUB.ORGANIZATION_UNITS_TBL;
p_asset_assignment_tbl CSI_DATASTRUCTURES_PUB.INSTANCE_ASSET_TBL;
p_txn_rec CSI_DATASTRUCTURES_PUB.TRANSACTION_REC;
x_instance_id_lst CSI_DATASTRUCTURES_PUB.ID_TBL;
x_return_status VARCHAR2(2000);
x_msg_count NUMBER;
x_msg_data VARCHAR2(2000);
x_msg_index_out NUMBER;
t_output VARCHAR2(2000);
t_msg_dummy NUMBER;
BEGIN
p_party_tbl(1).instance_party_id := null;
p_party_tbl(1).instance_id := 1216497;
p_party_tbl(1).party_source_table := 'HZ_PARTIES';
p_party_tbl(1).party_id := 1232890;
p_party_tbl(1).relationship_type_code := 'Ship To';
p_party_tbl(1).contact_flag := 'Y';
p_party_tbl(1).contact_ip_id := 1699185;
x_msg_count := 0;
p_party_tbl(1).OBJECT_VERSION_NUMBER := 1;
-- Now call the stored program
csi_item_instance_pub.update_item_instance(
1.0,
'F',
'F',
1,
p_instance_rec,
p_ext_attrib_values_tbl,
p_party_tbl,
p_account_tbl,
p_pricing_attrib_tbl,
p_org_assignments_tbl,
p_asset_assignment_tbl,
p_txn_rec,
x_instance_id_lst,
x_return_status,
x_msg_count,
x_msg_data);
-- Output the results
if x_msg_count > 0
then
for j in 1 .. x_msg_count loop
fnd_msg_pub.get
( j
, FND_API.G_FALSE
, x_msg_data
, t_msg_dummy
t_output := ( 'Msg'
|| To_Char
( j
|| ': '
|| x_msg_data
dbms_output.put_line
( SubStr
( t_output
, 1
, 255
end loop;
end if;
dbms_output.put_line('x_return_status = '||x_return_status);
dbms_output.put_line('x_msg_count = '||TO_CHAR(x_msg_count));
dbms_output.put_line('x_msg_data = '||x_msg_data);
-- COMMIT;
END;
ERROR
SQL> @p
Msg1: The Party Relationship Type (Ship To) entered is either invalid or it does
not exist in the Installed Base Lookups
Msg2: The Party Relationship Type (Ship To) entered is either invalid or it does
not exist in the Installed Base Lookups
x_return_status = E
x_msg_count = 2
x_msg_data = The Party Relationship Type (Ship To) entered is either invalid or
it does not exist in the Installed Base Lookups
PL/SQL procedure successfully completed.

Hi
We are in 11.5.10.2 and I already checked notes which you sent before and setups are fine as the relationship type' Ship to' having 'contacts' enabled in the setup.
I am also seeing a differernt issue as once I update existing item instnace with the status 'Return for Credit' through API, system is not allowing me to update the extended attributes through front end application manually and I am seeing a note at the end of the screen as 'Note: This item instance cannot be updated. ' and this is only happening when I update the item instance status to 'Returned for Credit' not when I create new item instances with status as 'Created'. Is this intended functionality to restrict update on extended attributes if I change the status of item instnace to 'Return for Credit' ?
Thanks

Creating installed base product

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