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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 (if purchased). Installed Items can either be sold or rented to customers, either through Subscriptions or Jobs.
- Navigate to Installed Items and explore existing entries via the Summary page.
- Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
- Use the Actions Menu to create a NEW Installed Item, modify (EDIT) or DELETE an existing one.
- Use PRINTOUTS (if available) to extract or email information related 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 performed on the displayed Installed Items.
In order to create Installed Items in batch use:
- Managing Warehouse Transactions to create one or more Installed Items and move them to a Warehouse.
- Importing Installed Items via Utilities, a batch process used for importing multiple items from a file adds them to a specific Warehouse.
Creating an Installed Item via the Installed Item Data Entry screen does not place the Item in a Warehouse. A /wiki/spaces/WIP/pages/10008294 must follow to transfer the 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.
Validations & Restrictions
| Action | Restrictions | Validations | Additional Information |
|---|---|---|---|
| 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 represented by the Installed Item. Only Physical Goods classified as Traceable can be selected. |
| State | The state of the 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. |
| Category | The Category of the Installed Item. |
| Components | |
Components | Physical Goods which are grouped together to constitute Installed Item Bundles and are Installed Items themselves. They can be managed as such by the processes for individual standalone Installed Items. The 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 on the location of an Installed Item which is either used by a specific Subscription owned by a customer or is located in a Warehouse. | |
Accounts Receivable | The Accounts Receivable that owns the Installed Item. Set if the Installed Item is sold directly or indirectly to a customer. |
| Warehouse | The Warehouse where the Good is located. Information on the Group that owns the Warehouse is also available. Set if the Installed Item resides in a Warehouse and is not owned by an Accounts Receivable. |
Ownership Status* | Determines whether the Installed Item is owned by the company or the customer, based on the business transactions that were applied on the Item. This Information is calculated dynamically. The available values are the following:
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Ownership Information AVAILABLE FROM CRM.COM R10.0.0 Provides information on the location of an Installed Item which is either used by a specific Subscription owned by a customer or is located in a Warehouse. | |
| Ownership Status | Determines whether the Installed Item is owned by the company or the customer, based on the business transactions that were applied on the Item. This Information is calculated dynamically. The available 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 Accounts Receivable. |
| Sales Method | Displays the Sales Method of the associated sold Physical Good. |
| Performed Date | Displays the date on which 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 associated 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 are applied on the following fields:
The User that applied the change and the Date on which it took place are also logged and displayed. |
Nagra Media Live Platform Parameters Displayed only if the Installed Item is provisioned by a Provider | |
| NUID | The NUID of the associated Installed Item as specified in Installed Item Provisioning Parameters. The number of characters should not exceed 256. The Section is only available if the Product for the specific Item is provisioned by a Provider (i.e., defined in the 'Allowed' Physical Good Products of the Provisioning Provider). If parameters other than NUID are available, they can be added here. |
VCAS OMI Parameters Displayed only if the Installed Item is provisioned by a Provider | |
| DVB SMS Device ID | The SMS Device ID that is used to identify the Installed Item on the VCAS OMI DVB network. This is applicable only if the Type of the Installed Item Product is included in the VCAS OMI (DVB) Physical Goods mapping. This information cannot be added when creating Installed Items via Warehouse Transactions or Importing Installed Items.
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| Attachments | |
| Attachments | Attachments related to the Installed Item. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities. |
View 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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