Displaying Installed Bases in the Interaction Center 

 

Purpose

 

Installed Base Management is included in the navigation area of the Interaction Center (IC) WinClient and WebClient as an independent component. You can use this component to search for installed base components relevant for processing during customer contact and to display the detailed data.

You can also copy the installed base components to a service business transaction as reference objects.

 

Prerequisites

 

The installed bases and components must be created in Installed Base Management and therefore, already exist in the system.

 

Process Flow

 

Specifics of the Interaction Center WinClient

In the IC WinClient, you can use the following to search for installed base components:

·        Partner data

·        Address data

·        Installed base number

·        Object data

To do this, choose the tab page Installed Base underneath the Business Partner dialog area 

The installed base components found for partner or address are displayed as a list.

If you search using the installed base number, the installed base structure is displayed with the components contained within.  The components can be selected from this structure.

The detailed data for the installed base components selected is displayed in the application area of the IC WinClient. In addition to the general data, you can also display product information/object information and the relationships - warranty, qualification requirements and measuring points. The data displayed depends on the component type.

 

Specifics of the Interaction Center WebClient

You can use Identify Account to search for the installed base components in the IC WebClient.

 

Result

 

Specifics of the IC WinClient

You can create service business transactions for the installed base components. These transactions are defined in Customizing.

 

Specifics of the IC WebClient

You can create service orders for the installed base components.