Table of Contents
Navigating to Installed Items
FOUNDATION > INVENTORY MANAGEMENT > MANAGE INSTALLED ITEMS
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
If you would like 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 multiple items from a file and move them to a defined Warehouse
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.
Validations & Restrictions
| Action | Restrictions | Validations | Additional Information |
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| Create |
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| Save |
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| Edit |
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| Delete |
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Attributes
An * indicates a field is mandatory.
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 |
| State | The 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. |
| Category | The 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. Components Section is available only if the Product that was specified in Main Information has Composition Method set to Bundle |
Location Information APPLICABLE 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 |
| Warehouse | The 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:
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Ownership Information AVAILABLE 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:
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| Owner Account | Displays the Accounts Receivable that owns the installed item |
| Delivered by Job | Displays the Job which delivered the installed item either to the Subscription or the Accounts Receivable |
| Sales Method | Displays the Sales Method of the related sold Physical Good |
| Performed Date | Displays 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 By | Displays the user that sold the Physical Good (i.e. the user that created the related Job through which the Physical Good was sold) |
| Invoice | Displays the Invoice Number of the sold Physical Good |
| Stock Out Warehouse Transaction | Displays the stock out warehouse transaction related to the sold Physical Good |
| Used by Subscription | Displays the subscription number that is using the installed item |
| Located in Warehouse | Dispalys the warehouse that owns the installed item |
| Warehouse Owned by Group | Displays 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:
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 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 Provisioning Provider. If more parameters are available (other than NUID) then you will be allowed to add them here. |
VCAS OMI Parameters Displayed only if the installed item is provisioned by a provisioning provider | |
| DVB SMS Device ID AVAILABLE 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 | |
| Attachments | Attachments related to the installed item |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities |
Visit Understanding Inventory Management for business examples related to Managing Installed Items
Related Areas
Helpful Links
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Working with Summary Pages - R18 — Find out how to use Summary Pages.
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Working with Summary Pages — Find out how to use Summary Pages
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Working with Summary Pages - R15 — Find out how to use Summary Pages
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