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Function documentationFunctions for Displaying and Editing Installed Bases

 

This section describes the functions available for displaying and editing installed bases.

Features

  • Display of complete multilevel installed base structure

    You can display the hierarchy for an entire installed base including any lower-level installed bases.

  • Structure editing functions

    You can change the assignment of installed base components to a structure using Delete, Cut, Copy, and Paste functions.

    For more information, see Editing of an Installed Base Structure.

  • Structure gaps

    You can remove components from an installed base structure yet still retain information that a component was installed. You can reassign the same component or a different component later. For more information, see Management of Structure Gaps.

  • Tracking changes to the installed base

    • Timestamp for changes

      Changes to installed bases and their components are recorded with a time stamp. You can display a previous status of an installed base or compare the status of an installed base at two different points in time. For more information, see Comparison of Installed Bases and Installed Base Versions.

    • Change history

      In the Change History assignment block of installed bases and their components, you can get an overview of all the changes made to installed bases, such as the deletion of a component.

      If you want to restrict the entries in the change history, you can do this in Customizing for Customer Relationship Management under Start of the navigation path Master Data Next navigation step Installed Base Next navigation step Installed Base Category Next navigation step Define Settings for the Action Log for Each Installed Base Category End of the navigation path.

  • Comparison of installed bases and editing of installed base(s) in the compare view

    You can compare two installed bases and make changes to one or both of the installed bases in their current version. For more information, see Comparison of Installed Bases and Installed Base Versions.

  • Assignment of addresses, organizations, and parties involved

    You can assign an address or one or more parties involved to an installed base or an installed base component, and pass this assignment on to lower-level components. For more information, see Assigning and Inheriting Addresses, Organizations, and Parties Involved.

  • Deactivation

    You can set an Inactive status for installed bases for which no services are offered, but which are still required in the system. For more information, see Deactivating Installed Bases.

  • Deletion and archiving

    You can mark an installed base for archiving and deletion from the system. For more information, see Marking an Installed Base for Deletion.

  • Usage of components in installed bases

    You can use the search option Header Using Component Data to determine in which installed bases a product or object is located.

  • Assignment of counters

    You can assign counters to an installed base component by inserting an existing counter or creating a new one. You can also enter readings and display a list of past readings. When you access a component from the Installed Base page and create a counter in the Counters assignment block, you automatically navigate to the Counters page. When you have created the counter and saved, you can navigate back to the Installed Base page and select the counter for assignment.

    For more information about counters, see Counters and Readings.

  • Assignment of warranties to installed bases and installed base components

    For more information, see Warranty Assignment and Automatic Warranty Creation.

  • Assignment of qualification requirements

    You can enter qualifications required for the technician for an installed base or component of an installed base. For more information, see Qualifications and Qualification Requirements in Service Processes.