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R9 - Creating Installed Items

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What does this section cover?

Navigating to Installed Items

FINANCE APPLICATION > INVENTORY MANAGEMENT > MANAGE INSTALLED ITEMS

Explaining Installed Items Fields

Name

Description

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.

LOCATION INFORMATION

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

ATTACHMENTS
AttachmentsAttachments related to the installed item
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 physical good cannot be changed after the installed item is 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
  • Not applicable

 

Creating an Installed Item 

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

  3. 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 Information

  4. 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.

     

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

    Creating Installed Items - Components

  5. 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.

  6. NAGRA MEDIA LIVE PLATFORM PARAMETERS

    1. Click on ADD to add a new parameter
      By default the NUID will be made available 
      1. Parameter Name: NUID
      2. Parameter Value: Provide the NUID for the specific installed item.
        The ID cannot 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 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 (Installed Items)

    NAGRA MEDIA LIVE PARAMETERS

  7. ATTACHMENTS

    Add any files or URLs related to the entity.

    Check  General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload. 

    1. For adding a file
      1. Click on Add > Upload File
        Attachments - Upload File 
      2. Drag and Drop the file in the modal 
        OR 
      3. Click in the modal
      4. Select the file to be uploaded
      5. Click on "DONE"
      6. Notes: Provide notes related to the upload
    2. For adding a URL
      1. Click on  "ADD"
        Attachments - URL 
      2. Attachment: Specify the URL
      3. Notes: Provide notes related with the URL

  8. LOG INFORMATION

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

    Log information section keeps all the logging information related to the specific record

    • Basic set of information available in all entities
      • Created By User: The user that created the entity
      • Created By Unit: The unit of the user that created the entity
      • Updated By User: The user that last updated the entity
      • Updated by Unit: The unit of the user that last updated the entity
      • Date Created: The date the account was entity
      • Date Updated: The date the account was last entity
        LOG DETAILS
  9. From the Action Menu click on SAVE

Visit Warehouse Transactions for more information regarding creating and modifying warehouse transactions.

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

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