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	Each Installed Item must be related to 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 Only one NUID can be added and it must be unique Only one DVB SMS Device 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.

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. This information is calculated dynamically.
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: 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.
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. This information is calculated dynamically.
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: 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 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: Serial Number State Location 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). View Nagra Media Live Platform Provisioning Provider for more information. If parameters other than NUID are available, they can be added here. This information cannot be added when creating Installed Items via Warehouse Transactions or Importing Installed Items.
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.
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

Page:

Configuring Warehouse Types
Page:

Configuring Inventory Management Definitions
Page:

Configuring Installed Items Categories
Page:

Managing Warehouse Transactions
Page:

Managing Installed Items
Page:

Understanding Inventory Management
Page:

Managing Warehouses
Page:

Managing Stock Balance
Page:

Creating a Warranty Policy Printout
Page:

R9.1 - Creating Installed Items

Helpful Links

Page:

CRM.COM Quickstart Manual
Page:

Working with Summary Pages - R18 — Find out how to use Summary Pages.
Page:

Working with Summary Pages — Find out how to use Summary Pages
Page:

Working with Summary Pages - R15 — Find out how to use Summary Pages
Page:

Extracting a Printout from a Data Entry page

CRM.COM Manual

Managing Installed Items

Table of Contents

Navigating to Installed Items

Using Installed Items

Validations & Restrictions

Attributes

Related Areas

Helpful Links