Troubleshooting Installed Base Transaction Issues
(Doc ID 1562261.1)
Last updated on DECEMBER 04, 2019
Applies to:Oracle Installed Base - Version 126.96.36.199 and later
Information in this document applies to any platform.
This note provides a general overview of the Install Base product and the transactions it processes from other applications that can lead to Install Base Transaction Errors. It offers a high level generic troubleshooting guide on how to approach resolving issues with processing these transactions. This note is intended to complement the error specific notes collated in the various Install Base Master Notes.
Install Base Overview
Oracle Install Base is an item instance life cycle tracking application that facilitates enterprise-wide life cycle item management and tracking capability. You specify which items you want to track in the Master Item list in Oracle Inventory. Subsequently, when a particular real-world instance of the item is created, an item instance record is created in Oracle Install Base. Any significant changes to the item instance will also be recorded in Oracle Install Base.
Some useful terms and concepts to understand when dealing with Install Base are:
Tangible Items - Item instances can be used to track tangible items, that is, physical, real-world objects, that can be assembled and shipped, such as computers, engines, machine parts, and so on.
Intangible Items - Item instances can be used to track intangible items such as software, services, licenses, and agreements.
Serialized Items - When a trackable item is defined in Oracle Inventory as serialized, each item instance derived from that item requires a unique serial number and individual tracking. The item instance will always have a quantity of 1.
Non-Serialized Items - When a trackable item is defined in Oracle Inventory as non-serialized, it is typically for smaller objects whose real-world instances do not require individual tracking. For example, a screw could be defined as a non-serialized, trackable item; an order for 100 screws would result, after order shipping, in the creation of one item instance, with quantity 100.
Oracle Install Base can track an item instance from the time that it is received in inventory, in work in process, in projects, at customer sites, and throughout the return and repair process. It is a centralized repository of information for an item instance and its tracking details including location, status, ownership, party role, and contact relationships. It also supports the creation and maintenance of Oracle Install Base configurations.
Serialization and Levels of Tracking
The extent of the tracking that Oracle Install Base performs for an item depends on its serialization setup. The levels of tracking, with highest tracking level first, are as follows:
1. Items that are serialized at receipt or have predefined serialization.
2. Items that are serialized at sales order issue.
3. Non-serialized items.
If an item is serialized at receipt, Oracle Install Base starts tracking all the significant changes that affect an item instance before it is sent out to a customer. For items serialized at sales order issue, tracking starts at the time of sale order issue, and records all transactions that occur at the customer site.
Non-serialized items, by their very nature, can be tracked only as a group, where the quantity of items in the group may be 1, but is typically a larger number.
For non-serialized items, there are transactions where only part of the group is processed, such as partial returns on RMA receipts and cancellations. In these transactions, Oracle Install Base splits the original item instance into two. For example, when a customer returns part of a group of non-serialized items, the original item instance records the quantity that remains with the customer, the second item instance records the quantity being returned.
There are also transactions where Oracle Install Base merges item instances, such as when non-serialized items are returned into inventory.
Oracle Applications That Use Oracle Install Base
The following applications either supply transactional information to Install Base or make use of Install Base instance information:
|Asset Tracking||Field Service||Provisioning|
|Complex Maintenance Repair and Overhaul||Lease Management||Service Contracts|
|Depot Repair||Order Management||Utility Billing|
|Enterprise Asset Management||Project Contracts||Work in Process|
|Application||Source Transaction Type|
|Asset Tracking||FA Adjustment
Instance Asset Tieback
Out of Service
Project Item in Service
Project Item Installed
Project Item Uninstalled
|Complex Maintenance Repair and Overhaul||Complex Maintenance Work Order
Unit Configuration - Complete
Unit Configuration - Create
Unit Configuration - Remove
Unit Configuration - Update
|Configurator||Configurator MACD Flow|
|Depot Repair||Depot Repair|
|Enterprise Asset Management||Maintenance Asset Check In
Maintenance Asset Check Out
Maintenance Asset Creation
Maintenance Rebuildable Return
Maintenance Work Order Completion
|Field Service||Debrief Counter Capture
Field Service Report
|Install Base||Account Merge Transaction
Expire End-dated Instances Process
IB Component Install (WIP)
Install Base Mass Edit
Install Base User Interface
Item Instance Counter Capture
Mass Counter Reading
Party Merge Transaction
Time Based Counter Capture Reading
Account Alias Issue
|Lease Management||Lease Management Counter Capture
OKL Split Asset
|Order Capture||Order Capture Quotes|
|Order Management||Internal Order Issue
Internal Sales Order
Order Management - Ship/Fulfill
|Project Contracts||Oracle Project Contract Shipping|
|Provisioning||Service Fulfillment Manager|
|Purchasing||PO Receipt into Project|
|Service||Service Request Task|
|Service Contracts||Contract Line Counter Capture
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In this Document
|Install Base Overview|
|Serialization and Levels of Tracking|
|Oracle Applications That Use Oracle Install Base|
|Troubleshooting Transaction Errors|
|1. Before you start...|
|2. Verify Service Fulfillment Manager (SFM) setup is correct...|
|Troubleshooting User Interface Errors|
|Information to Provide To Oracle Support|