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Back to Inventory Management Main Page 

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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

Using Installed Items

Installed items Items are instances of traceable 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 boughtif purchased).  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 entries via the Summary the Summary page. 
  • Click on the link (name Name or numberNumber) of the record entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Installed ItemsItem, modify (EDIT) or DELETE an existing one. 
  • Use PRINTOUTS (if available) to extract or email information related Warranties related to the Warranty of 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 performed on the Installed Items you are looking at displayed Installed Items. 
Note

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

  • Creating Warehouse Transactions where you can create an Installed Item and move it a Warehouse
    • Using Import Installed Items Run Definitions which is a batch process used to import

    :

    When creating Creating an Installed Item via the Installed Item Data Entry screen does not place the Installed Item is not placed in any Warehouse. Once created a Stock Movement Transaction must be used a Warehouse. A /wiki/spaces/WIP/pages/10008294 must follow to transfer the items Item 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 RemovedInstalled ItemsImage Added

    Anchor
    validations
    validations
    Validations & Restrictions

    ActionRestrictionsValidationsAdditional Information
    Create
    • It is mandatory for each installed item to Each Installed Item must be related with to a product Product which is classified as a traceable physical good Traceable Physical Good. 
    • Multiple installed items Installed Items can be created in the system System but each one should have a unique serial numberSerial Number.
    • Not Applicable
    Save
    • Serial Number and Alternative Codes must be unique
    • You can only add Only one NUID can be added and it must be unique
      Status
      colourRed
      titleAvailable from R9.1.0
      -You can only add
    • Only one DVB SMS Device id ID can be added 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.
    		 

    Anchor
    attributes
    attributes
    Attributes

    An * indicates a field is mandatory.

    Name

    Description

    Main Information
    Serial Number*The serial number Serial Number of the installed item Installed Item which uniquely identifies it.
    Alternative code*The alternative code Alternative Code of the installed itemInstalled Item.
    Product*The product for which the installed item was created as an instance. Only physical goods classified as traceable Product represented by the Installed Item. 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 Installed Item is updated through dedicated actions and can be 'Effective' or 'Not Effective'. The state is set to 'Effective' by default; 'Non-Effective' Installed Items cannot be provided to customers. Installed item states are updated through dedicated actions.
    CategoryThe category Category of the installed itemInstalled Item.
    Components

    Components

    Installed Item Bundle Components are used to build up a bundle of physical goods Physical Goods which are grouped under one installed item. together to constitute 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 itemsBundles and are Installed Items themselves. They can be managed as such by the processes for individual standalone Installed Items.

    Info

    The 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 up to CRM.COM R9.0.0

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

    Accounts Receivable

    The

    accounts receivable

    Accounts Receivable that owns the

    installed item which is set if the installed item was sold or indirectly sold

    Installed Item.

    Note

    Set if the Installed Item is sold directly or indirectly to a customer.

    Warehouse

    The

    Warehouse

    Warehouse where the

    good

    Good is located

    in

    . Information

    about

    on the Group that owns the Warehouse is

    available 

    also available.

    Note

    Set if the Installed Item resides in a Warehouse and is not owned by an Accounts Receivable.



    Ownership Status*

    It defines if the installed item Determines whether the Installed Item is owned by the company or the customer, based on the business transactions that were applied on the installed itemItem. This Information is calculated dynamically. The supported available 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'Direct Sales', 'Rental' or 'Indirect Sales' Warehouse.
    • In Internal Warehouse: The Installed Item is located in a direct sales or rental warehouse'Direct Sales' or 'Rental' Warehouse.
    • In External Warehouse: The Installed Item is located in an indirect sales warehouse'Indirect Sales' Warehouse.

    Ownership Information

    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

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

    Ownership Status

    It defines if the installed item Determines whether the Installed Item is owned by the company or the customer, based on the business transactions that were applied on the installed itemItem. This Information is calculated dynamically. The supported available 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'Direct Sales', 'Rental' or 'Indirect Sales' Warehouse.
    • In Internal Warehouse: The Installed Item is located in a direct sales or rental warehouse'Direct Sales' or 'Rental' Warehouse.
    • In External Warehouse: The Installed Item is located in an indirect sales warehouse'Indirect Sales' Warehouse.
    Owner Account

    Displays the Accounts Receivable that owns the installed itemInstalled Item.

    Delivered by JobDisplays the Job which delivered the installed item Installed Item either to the Subscription or the Accounts Receivable.
    Sales MethodDisplays the Sales Method of the related associated sold Physical Good.
    Performed DateDisplays the date that on which 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 User that sold the Physical Good (i.e. the user 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 Stock Out Warehouse Transaction associated to the sold Physical Good.
    Used by SubscriptionDisplays the subscription number Subscription Number that is using the installed itemInstalled Item.
    Located in WarehouseDispalys the warehouse Warehouse that owns the installed itemInstalled Item.
    Warehouse Owned by By GroupDisplays the Warehouse's owned by group Owned By Group if the installed item Installed Item is located in a warehouseWarehouse.
    Change History
    Change History

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

    • Serial Number
    • State
    • Location

    The user and the date User that applied the change was applied is and the Date on which it took place are also logged and provideddisplayed.

    Nagra Media Live Platform Parameters

    Displayed only if the Installed Item is provisioned by a Provider

    NUID

    The NUID of the related associated Installed Item as specified in Installed Item Provisioning Parameters. The length number of characters should not be more than exceed 256 characters.

    Infonote

    The Section is only available if the product Product for the specific item specific Item is provisioned by a provisioning provider. Provider (i.e., defined in the Products of the 'Allowed' Physical Goods Good Products of the Provisioning Provider. Visit Configuring Nagra Media Live Provisioning Provider).
    View /wiki/spaces/WIP/pages/10008799 for more information.

    If more parameters are available ( other than NUID ) then you will be allowed to add them are available, they can be added here.
    Note: This information cannot be added when creating Installed Items via Warehouse Transactions or the Using Import Installed Items Run Definitions /wiki/spaces/WIP/pages/10008286.

    VCAS OMI Parameters

    Displayed only if the installed item Installed Item is provisioned by a provisioning providerProvider

    DVB SMS Device ID
    Status
    colourRed
    titleAvailable from R9.1.0
     ID 

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

    Note

    This is applicable only if the

    type

    Type of the Installed Item

    product

    Product is included in the VCAS OMI (DVB)

    physical goods mapping

    Physical Goods mapping.

    This information cannot be added when creating Installed Items via Warehouse Transactions or /wiki/spaces/WIP/pages/10008286.

     

    Attachments
    AttachmentsAttachments related Attachmentsrelated to the installed itemInstalled Item.
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities entities.
    Note

    Visit Understanding Inventory Management View /wiki/spaces/WIP/pages/10008300 for business examples related to Managing Installed Items.

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