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Function documentationMaintenance of IBases with Reference to Sales Transactions (SAP Easy Access) Locate this document in the navigation structure

 

Some business transactions influence the installed bases at customer sites, such as a new sales transaction or a service confirmation. You use this function to retroactively assign products or objects to an installed base manually by using drag and drop. These products or objects are contained in the transaction items of a business transaction.

This function is available on the SAP Easy Access screen.

Prerequisites

  • To use this function, there must be an existing business transaction with a product or object in the transaction item.

  • You have defined which transaction types and item categories (depending on system status) are taken into consideration for processing in Customizing for Customer Relationship Management (CRM) under   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 either by entering the business partner or by entering search criteria for the business transactions and installed bases.

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

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 inform you of 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: None of the products from the item have been installed yet

Activities

On the SAP Easy Access screen, choose   Master Data   Installed Base   Maintain Installed Base with Reference to Sales Transactions  .