Maintaining Installed Bases with Ref. to Sales Transactions 

 

Use

 

Usually there are business transactions that influence the installed bases at the customers, such as a new sales transaction or a service confirmation. You use this function to manually assign products or individual objects to an installed base through drag & drop. These products or individual objects are contained in the transaction items of a business transaction. 

This function is available in the SAP GUI.

 

Prerequisites

 

To use this function, there must be an existing business transaction with a transaction item containing a product or individual object.

An additional prerequisite is that the transaction types and item categories which, depending on their system status, should be considered for processing have been defined in the Implementation Guide (IMG). Choose Customer Relationship Management ® Master Data   ®  Installed Base ®Installed Base Category ® Create Trans.Types and Item Cats for Processing IBase ->Sales Transaction.

 

Features

 

Display the business transactions and installed bases belonging to a business partner by either entering the business partner, or entering search criteria for the business transactions and installed bases.

After specifying the relevant data, the installed bases are displayed on the left-hand side of the following screen, and the business transactions displayed on the right-hand side. If no installed bases are found for the business partner entered, you can now create some.

Install a component in an installed base by using the mouse to select the sales item in the chosen transaction and then dragging it to the installed base or a component of the installed base. If the quantity in the item is greater than one, enter the number of products to be installed.

The colored symbols in front of the items indicate the following:

·        Green circle: All products from the item are completely installed in the installed base

·        Yellow triangle: The products from the item have only been partially installed

·        Grey diamond: No products from the item have yet been installed

 

Activities

 

To use this function, choose Master Data ® Installed Base  ® Maintain Installed Base with Reference to Sales Transactions.