Presented By

Pavan
 Oracle Install Base is a centralized repository of information for an item instance and its
tracking details including location, status, ownership, party, account and contact
relationships, configuration data, and the change history of customer items or corporate
assets.
It tracks an 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 records a history of changes to tracked items and supports the creation and
maintenance of Oracle Install Base configurations.
The application includes drill-down capability to obtain details of inventory, work in
process, and order management transactions affecting an item's tracking attributes.
Additionally, Oracle Install Base provides links to detailed information from contracts,
service requests, repair orders initiated for an item instance, and counters associated
with the item instance.
Oracle Install Base is capable of tracking serialized and non-serialized item.
Tangible items such as those that are manufactured, purchased, and shipped.
Intangible items such as software, services, licenses, and agreements.
Tangible assets including fixed, movable, and leased assets.
Oracle Install Base leverages existing Oracle applications and is fully integrated with the Oracle E-
Business Suite.
Key features and functionality include the following:
Item instance maintenance
Support for inventory transactions
Centralized repository of information:
Item instance consolidated transactions history
Item instance timestamp and version label history
History of Oracle E-Business Suite transactions affecting Oracle Install Base
Instance relationships with multiple party/accounts
Configuration support and instance-to-instance relationships
Open Interface and Quick Edit capabilities:
Mass load of item instances by an open interface
Quick online edit of attributes for a group of item instances
Install Base Interface Error processing functionality
System grouping of item instances
Capability of user-defined extended attributes
 PO receipt of items into Inventory
PO receipt of items into operating projects
Move Orders
Misc Issue to Project
Misc Receipt from Project
Installation and un-installation of equipment
In-service/Out-of-service of equipment
Subinventory transfers
Inter-organization transfers
Miscellaneous receipts and issues
Placement of assets into or out of service
Retirement and Reinstatement of partial or full cost of asset
Integration Points and Dependencies for Enterprise Install Base
1-4 Oracle Enterprise Install Base Implementation Guide
Asset Item move and asset Item transfer
Physical Inventory and Cycle Counts
 Oracle Install Base provides for creation, updating, querying, and copying of instances through
Oracle Install Base user interfaces and through integration with other applications.
These include Oracle applications such as Oracle Service Contracts, Oracle Field Service, Oracle
Depot Repair, complex maintenance repair and overhaul, receiving, WIP, Oracle Inventory, Oracle
Projects, Oracle Order Management, Oracle Purchasing, Contact Center, eBiz Center, and shipping.
Asset creation and maintenance can be invoked using Oracle Enterprise Install Base.
It provides tracking of location, status, addresses, contacts, business party relationships, inter-
instance relationships, extended pricing, instance attributes, and a host of other item instance
attributes.
It provides tracking of location, status, addresses, contacts, business party relationships, inter-
instance relationships, extended pricing, instance attributes, and a host of other item instance
attributes.
Oracle Install Base supports creation and update of item instances and attributes for transactions
originating in Oracle Inventory.
These include internal transactions such as internal order shipments and subinventory transfers,
discrete manufacturing transactions such as WIP component issue and WIP component return, and
external transactions such as sales order shipments to external customers.
 In the Create Item Instance page, you can create an item instance.
The page has regions for general item information, instance specific attributes, owner information,
current and install locations, item flags, and flexfields. If you are aware of another item instance in
Oracle Install Base that has many of the same values for this information, then use the copy item
instance procedure instead.
Prerequisites
The item and item number for an item instance must already be defined in the Oracle Inventory
Master Item window by selecting the field Track in Installed Base.
General Information
The Version Label and Status fields, if they are not populated, default to the values of the profile
option CSI: Default Version Label and CSI: Default Instance Status respectively. Accounting
classification defaults to Customer Product if it is not populated.
 You can search for item instances in several ways.
 Both the initial Item Instance page and the initial System page appear as a Simple
Search search page with two regions:
Search region
Results region
You can search for item instances or systems using three search pages: Simple Search,
Advanced Search, or Views. You can switch between the search pages by clicking the
appropriate Simple Search, Advanced Search, or Views button.
A view is a saved search. For simple or advanced searches that will be useful to repeat
in the future, save them as views, and reuse them as needed.
Each of the search pages contains a Go button, which performs the actual search.
The basic search process is as follows:
Select the search page that you want to use.
Prepare to perform the search as follows:
For simple searches, enter the search parameters.
For advanced searches, optionally add in extra search parameters from an
extensive list, then enter your search parameters.
To use views, invoke a previously saved search or view.
Click Go to perform the search.
The results appear in the results region.
Performing Advanced Searches
http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417188.htm#srch_
ovw
Use this procedure to add one or more child item instances to an item instance in a configuration.
In the Add Child page, search for the item instances that you want to add, select them, and click
Apply to add them to the selected item instance in the Configuration tab grid row.
Creating Child Item Instances
Creating a child item instance involves both creating an item instance and defining it as a child in a
relationship. In the Create Item Instance page, you can create an instance as a child to the one
selected from the configuration page. This page is the same as the Create Item Instance page. The
page has regions for general item information, owner information, current location, item flags, and
item views.
Prerequisites
The item and item number for an item instance must already be defined in the Oracle Inventory
Item Master with Track in Installed Base selected.
Steps
In the Item Instance Configuration page, click the Create Child icon for the item instance to which you
want to create a subitem instance.
The Create Child page is effectively the same as the Create Item Instance page.
Enter the fields for the subitem instance.
After you have entered the fields and clicked Apply, the subitem instance is added to your
configuration.
Managing Counters
The Counters tab shows the existing counter instances for the item instance.
You can enter a counter reading directly in each counter row, or click Show to view and update extra
information about the counter reading.
You can also add one or more counter instances to the current item instance.
In-Depth:
http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm#copy_ii
 The Copy Item Instance page is essentially the same page as the Create Item Instance
page, with the option to copy various types of attributes and associations from the
original item instance. In the Copy Item Instance page you can create an item
instance by copying another and making changes to it.
Prerequisites
You have performed an item instance search, selected an item instance for update,
and clicked Copy Item Instance.
Notes
Copy functions are available only for instances that are customer item instances.
Also Copy Region
When you copy an item instance, you have the option to copy one or more of the
following attributes and elements from the original item instance:
Child Item Instances
Parties, Contacts, and Accounts
Assets
Additional Attributes
Pricing Attributes
Operating Units
With Oracle Install Base, you have a flexible way of maintaining six different types of
instance-to-instance relationships. These relationship types are seeded in the
relationship type table, which you cannot extend.
Oracle Install Base support the following relationship types:
Component-Of
Connected-To
The following relationship types are intended for future functionality and are currently not
supported in Oracle Install Base:
Upgraded-From
Member-Of
Installed-On
Provided-By
For more information on below topics see this link
http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm#copy_ii
Viewing and Updating Item Instance Details
Item Instance Details Processing Overview
Item Instance Details Header - Processing Options
Other Item Instance Details Panel - Processing Options
Shortcuts Panel - Processing Options
Miscellaneous Item Instance Processing Options
Managing General Attributes
Managing Associations
Managing Configurations
Oracle Install Base Configuration Support
Understanding Relationship Types
Managing Counters
Managing Notes
Managing Maintenance Attributes
Viewing Transactional History
Viewing Item Instance History
Viewing Item Instance and Asset Network Relationships
Managing Operating Units
Managing Orders and Pricing Attributes
Transferring Ownership
Creating a Service Request
Viewing Impacted Contracts
Managing Work Orders and Work Requests
Splitting Quantities
Oracle Marketing Demand to Build
Create Marketing
Campaign Receivables,
Sales Contracts Inventory & Order
Procure to Pay
Author and Apply Management
Contract Terms Process
Order
Problem to Resolution
Sales &
Telesales
Generate Lead &
Opportunities
Receivables & Receivables &
Order Management iReceivables iReceivables
Invoice Apply Customer
& Configurator
Customer Payment
Create Order
Sales &
Telesales
Generate
Forecast
Incentive
Compensation
Calculate
Sales Contracts Commission
Quoting & Receivables
Renew
Create Expiring Contracts
Quote
Incentive
Compensation &
Payables
Compensate
 Notes
Installed Inventory
Contracts
Base

Trading
Knowledge
Community
Base
Architecture

Teleservice
Calendar Create Service Request Charges
Create Task

Customer
Master
Human Resource
(AR)
Resources Manager
Order
Management
Task Manager Interaction
To History
Field Service
Dispatch Center
The following PL/SQL public APIs are covered in this document :
Item instance management APIs
Instance-to-Instance relationships management APIs
System APIs
API messages
Install Base Public Packages
The APIs provided for the new Install Base are organized into the following packages :
CSI_DATASTRUCTURES_PUB: Contains all public datastructures exposed to Install Base API users.
CSI_ITEM_INSTANCE_PUB: Contains all APIs for item instance management.
CSI_INSTANCE_RELATIONSHIP_PUB: Contains all APIs to manage instance-to-instance
relationships (instance configuration).
CSI_SYSTEMS_PUB: Contains APIs for creating, updating and deleting the systems.
Name Description
Create_Item_instance This procedure creates an item instance in Install Base
along with its child entities. The child entities include
associated parties, accounts, organization units, extended
attributes, pricing attributes, and asset associations. The
child entities are optional except for the owner party and
owner account if the instance is owned by an external party

Update_Item_Instance This procedure updates an existing item instance and its

child entities in Install Base.

Expire_Item_Instance This procedure expires an Install Base item instance.

Get_Item_Instance This procedure gets a list of item instances in Install Base

satisfying the query criteria provided by the calling
application.

Get_Item_Instance_Details This procedure get the details of an item instance and its
child entities

Copy_Item_Instance This procedure creates a new item instance and its child
entities in
Install Base by copying an existing item instance.
Name Discription
Create_Relationship This procedure creates relationship(s) between item
instance

Create_Relationship This procedure updates relationship(s) between item

instance

Expire_Relationship This procedure expires relationship(s) between item

instance

Get_Relationships This procedure gets the list of relationship(s) among item

instances

CSI_SYSTEMS_PUB APIs
Name Discrition

Create_System This procedure creates a system

Update_System This procedure updates a system.

Expire_System This procedure expires a system.

Get_Systems This procedure gets systems.

Contains all APIs for item instance management:
Create_Item_Instance
Update_Item_Instance
Expire_Item_Instance
Get_Item_Instance
Get_Item_Instance_Details
Copy_Item_Instance

Package
CSI_INSTANCE_RELATIONSHIPS_PUB
Contains all APIs for instance-to-instance relationships management.
Create_Relationship
Update_Relationship
Expire_Relationship
Get_Relationship
Contains all APIs for instance-to-instance relationships management
Oracle Install Base Public APIs 1-25
Create_System
Update_System
Expire_System
Get_Systems

Data Structure Specifications

The following data structures are used in <Public API 1>:
party_account_query_rec : Record to hold item instance information.
party_account_rec : Record to hold item party accounts information.
party_query_rec : Record to hold item instance information.
party_rec : Record to hold item instance information.
party_header_rec : Record to hold item instance information.
instance_rec : Record to hold item instance information.
instance_query_rec : Record to hold item instance information.
instance_header_rec : Record to hold item instance information.
transaction_rec : Record to hold item instance information.
party_account_query_rec : Record to hold item instance information.
 system_rec : Record to hold item instance information.
ext_attrib_rec : Record to hold item instance information.
extend_attrib_values_rec : Record to hold item instance information.
pricing_attribs_rec : Record to hold item instance information.
organization_units_rec : Record to hold item instance information.
instance_asset_rec : Record to hold item instance information.
account_header_rec : Record to hold item instance information.
org_units_header_rec : Record to hold item instance information.
instance_asset_header_rec : Record to hold item instance information.
org_units_header_rec : Record to hold item instance information.

Messages and Notifications:

A lists of common error messages and notifications that the Oracle Install Base API can generate. Note that
not all messages are returned by all APIs.
 Definitions: 115csiug.pdf(implementation guide).
Item instance:
http://download.oracle.com/docs/cd/E18727_01/doc.121/e13089/T417182T417189.htm#co
py_ii.
APIs: csi115api.pdf(API Reference Guide)
Useful link: https://forums.oracle.com/forums/thread.jspa?threadID=389180