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Excerpt
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Find out how to create a new Learn to work with Installed Items

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Table of Contents

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Navigating to Installed Items

Info

FOUNDATION > INVENTORY MANAGEMENT > MANAGE INSTALLED ITEMS

Explaining Installed Items Fields

Using Installed Items

Installed items are instances of traceable Physical Goods that can be traced through their Serial Number. Installed Items either belong to the business or to a customer's Accounts Receivable (when they are bought).  Installed Items can either be sold or rented to customers, either through the Subscriptions or through Jobs.

  • Navigate to Installed Items and explore existing records via the Summary page. 
  • Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Installed Items, modify (EDIT) or DELETE an existing one. 
  • Use PRINTOUTS (if available) to extract or email information related Warranties related to the Installed Item
  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Installed Items. 
  • Click on ACTIONS to discover other possibilities available for Installed Items.
  • Click on the Audit Log button to view a log of changes done on the Installed Items you are looking at 
Note

If you would like to create Installed Items in batch you can use

When creating an Installed Item via the Installed Item Data Entry screen the Installed Item is not placed in any Warehouse. Once created a Stock Movement Transaction must be used to transfer the items to the correct Warehouse

 

View the Attributes Table below for a comprehensive description of the Installed Items fields.  Check the Validations & Restrictions Table for a list of available Actions when working with Installed Items including each Action's related restrictions, validations and additional information.

Installed ItemsImage Added

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Validations & Restrictions

ActionRestrictionsValidationsAdditional Information
Create
  • It is mandatory for each installed item to be related with a product which is classified as a traceable physical good 
  • Multiple installed items can be created in the system but each one should have a unique serial number
  • Not Applicable
Save
  • Serial Number and Alternative Codes must be unique
  • You can only add one NUID and it must be unique
  • Status
    colourRed
    titleAvailable from R9.1.0
    -You can only add one DVB SMS Device id and it must be unique
  • Mandatory fields must be provided
  • Not Applicable
Edit
  • Not Applicable
  • Mandatory fields must be provided
  • Editable Fields
      • Serial Number*
      • Alternative Code*
      • Category
      • Components (If Installed Item is a Bundle)
      • Nagra Media Live Parameters NUID 
      • Shared Notes
Delete
  • Not Applicable
  • Installed Items can be deleted only if they do not belong to a Warehouse or a Subscription
 

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Attributes

An * indicates a field is mandatory.

COMPONENTSLOCATION INFORMATION

Name

Description

Main Information
Serial Number*The serial number of the installed item which uniquely identifies it
Alternative code*The alternative code of the installed item
Product*The product for which the installed item was created as an instance. Only physical goods classified as traceable can be selected
StateThe state of the installed item which can be effective or not effective. By default the state is set to effective and non effective installed items cannot be provided to customers. Installed item states are updated through dedicated actions.
CategoryThe category of the installed item
Components

Components

Installed Item Bundle Components are used to build up a bundle of physical goods which are grouped under one installed item. Installed Item bundle components are installed items as well. Installed items which are included as installed item components can also be managed by the various processes as individual standalone installed items.

Info

Components Section is available only if the Product that was specified in Main Information has Composition Method set to Bundle

Location Information

Status
colourRed
titleApplicable Up to CRM.COM R9.0.0

Provides information regarding the location of the installed item which can either be used by a specific subscription owned by a specific customer, or located in a specific warehouse. This information is calculated dynamically

Accounts Receivable

The accounts receivable that owns the installed item which is set if the installed item was sold or indirectly sold to a customer
WarehouseThe Warehouse the good is located in
Information about the Group that owns the Warehouse is available 

Ownership Status*

It defines if the installed item is owned by the company or the customer, based on the business transactions that were applied on the installed item. This Information is calculated dynamically. The supported values are the following:

  • Sold to Customer: The Installed Item was sold to the customer and is owned by the customer
  • Rented to Customer: The Installed Item was rented to the customer and is owned by the company
  • Not in Warehouse: The Installed Item is not located in a direct sales, rental or indirect sales warehouse
  • In Internal Warehouse: The Installed Item is located in a direct sales or rental warehouse
  • In External Warehouse: The Installed Item is located in an indirect sales warehouse
CHANGE HISTORY
Change History

Provides information on the changes that were applied on the following fields:

  • Serial Number
  • State
  • Location

The user and the date that the change was applied is also logged and provided

Nagra Media Live Platform Parameters

Displayed only if the installed item is provisioned by a provisioning provider

NUID

The NUID of the related Installed Item. The length should not be more than 256 characters

NOTE: This is applicable only if the type of the Installed Item product is included in the Nagra Media Live Platform STB mappings

VCAS OMI Parameters

Displayed only if the installed item is provisioned by a provisioning provider

DVB SMS Device ID
Status
colourRed
titleAvailable from R9.1.0
 

The SMS Device ID that is used to identify the installed item on the VCAS OMI DVB network.

NOTE: This is applicable only if the type of the Installed Item product is included in the VCAS OMI (DVB) physical goods mapping

ATTACHMENTS
AttachmentsAttachments related to the installed item
LOG INFORMATION|Standard Log Information

 

Creating & Saving, Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
Create
  • Multiple installed items can be created in the system but each one should have a unique serial number
  • It is mandatory for each installed item to be related with a product which is classified as a traceable physical good 
  • An installed item cannot be changed after its created
Save
  • Mandatory Fields:
    • Serial Number
    • Alternative Code
    • Product
    • Ownership Status
  • Serial Number and Alternative Codes must be unique
  • You can only add one NUID and it must be unique
  • Status
    colourRed
    titleAvailable from R9.1.0
    -You can only add one DVB SMS Device id and it must be unique
  • Not applicable

 

Creating an Installed Item 

  • Search using the criteria available in the summary page
  • From the top menu click on NEW to open the Installed Items data entry page

  • MAIN INFORMATION

    1. Provide the required information

      1. Product: Search and select for a product of type Physical Good
      2. Serial Number
      3. Alternative Code
      4. Category
    2. View information regarding the Installed Item's State
      Create Installed Items - Main InformationImage Removed

  • COMPONENTS

    1. Click on ADD to search and select for available components to be part of the Bundle Installed Item. Note that the components available are the ones that were set as components during the creation of the product that was specified in Main Information.

     

    Info

    Components Section is available only if the Product that was specified in Main Information has Composition Method set to Bundle

    Creating Installed Items - ComponentsImage Removed

  • LOCATION INFORMATION

    1. The section is Read Only
      Provides information regarding the location of the installed item, which can either be used by a specific subscription owned by a specific customer, or located in a specific warehouse. This information is calculated dynamically based on the warehouse transactions that are submitted including the specified installed item.

    • NAGRA MEDIA LIVE PLATFORM PARAMETERS

    Click on ADD to add a new parameter
    By default the NUID will be made available 
  • Parameter Name: NUID
    • Parameter Value: Provide the NUID for the specific installed item.
    The ID cannot be more

    Ownership Information

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    Provides information regarding the location of the installed item which can either be used by a specific subscription owned by a specific customer, or located in a specific warehouse. This information is calculated dynamically

    Ownership Status

    It defines if the installed item is owned by the company or the customer, based on the business transactions that were applied on the installed item. This Information is calculated dynamically. The supported values are the following:

    • Sold to Customer: The Installed Item was sold to the customer and is owned by the customer
    • Rented to Customer: The Installed Item was rented to the customer and is owned by the company
    • Not in Warehouse: The Installed Item is not located in a direct sales, rental or indirect sales warehouse
    • In Internal Warehouse: The Installed Item is located in a direct sales or rental warehouse
    • In External Warehouse: The Installed Item is located in an indirect sales warehouse
    Owner Account

    Displays the Accounts Receivable that owns the installed item

    Delivered by JobDisplays the Job which delivered the installed item either to the Subscription or the Accounts Receivable
    Sales MethodDisplays the Sales Method of the related sold Physical Good
    Performed DateDisplays the date that the Physical Good was sold (i.e. the creation date of the related Job through which the Physical Good was sold)
    Performed ByDisplays the user that sold the Physical Good (i.e. the user that created the related Job through which the Physical Good was sold)
    InvoiceDisplays the Invoice Number of the sold Physical Good
    Stock Out Warehouse TransactionDisplays the stock out warehouse transaction related to the sold Physical Good
    Used by SubscriptionDisplays the subscription number that is using the installed item
    Located in WarehouseDispalys the warehouse that owns the installed item
    Warehouse Owned by GroupDisplays the Warehouse's owned by group if the installed item is located in a warehouse
    Change History
    Change History

    Provides information on the changes that were applied on the following fields:

    • Serial Number
    • State
    • Location

    The user and the date that the change was applied is also logged and provided

    Nagra Media Live Platform Parameters

    NUID

    The NUID of the related Installed Item. The length should not be more than 256 characters

    Info

    Section is only available if the product for the specific item is provisioned by a provisioning provider. i.e. defined in the Products of the Allowed Physical Goods of the Provisioning Provider. Visit Configuring Nagra Media Live

    Platform

    Provisioning Provider.

    If more parameters are available (other than NUID) then you will be allowed to add them here.
    Note: This information cannot be added when creating Installed Items via Warehouse Transactions or the

    Importing Traceable Physical Goods (

    Using Import Installed Items

    )NAGRA MEDIA LIVE PARAMETERSImage Removed

    Run Definitions

    VCAS OMI

    PARAMETERS - 

    Parameters

    Displayed only if the installed item is provisioned by a provisioning provider

    DVB SMS Device ID
    Status
    colourRed
    titleAvailable from R9.1.0
    .1
    1. Click on ADD to add a new parameter
      By default the DVB SMS Deivice ID wiull be made available 
      1. Parameter Name: DVB SMS Deivice ID
      2. Parameter Value: Provide the  DVB SMS Deivice ID for the specific installed item

    ATTACHMENTS

    Include PageAttachments - GlobalAttachments - Global

    LOG INFORMATION

    The following information is automatically set by the system on saving the Installed Items

    Include PageLog Information - GlobalLog Information - Global
  • From the Action Menu click on SAVE
    • InfoVisit Warehouse Transactions for more information regarding creating and modifying warehouse transactions.
     

    The SMS Device ID that is used to identify the installed item on the VCAS OMI DVB network.

    NOTE: This is applicable only if the type of the Installed Item product is included in the VCAS OMI (DVB) physical goods mapping

    Attachments
    AttachmentsAttachments related to the installed item
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities 
    Note

    Visit Understanding Inventory Management for business examples related to Creating Managing Installed Items

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