Installed Base > Exercises
  PPT
Exercises
Exercise 1: Create an End User
End users are created in End User Create and maintained in End User Modify and End User Data Maintenance. A new end user must be associated with an existing customer. In this exercise you first create a business relation, then a customer, and then create an end user to associate with this customer.
Create a Business Relation
1 Go to Business Relation Create (36.1.4.3.1).
2 Enter the following data in the fields identified. If a field is not mentioned, leave the default value.
 
Field
Value
Business Relation
10-C1006
Name
Medical Distributors, Inc.
Search Name
Medical Distributors, Inc.
3 Right-click Address on the Address Info tab and select Insert a New Row from the action menu. Create an address with type HEADOFFICE.
 
Field
Value
Address
Building One
Address
3205 Shelby Drive
Post
38118
City
Memphis
State
TN
Country
USA
4 Click the Contact Persons tab, right-click Function, select Insert a New Row, and create a contact.
 
Field
Value
Title
Supervisor
Name
Mary Jones
Primary Contact
Yes
5 Save the Business Relation.
6 Go to Customer Create (27.20.1.1)
7 Enter the following data in the fields identified. If a field is not mentioned, you can leave the default value
 
Field
Value
Customer Code
10C1006
Business Relation
10-C1006
8 Click the Accounting tab and enter the following:
 
Field
Value
Control GL Profile (Invoice)
ARControl3rdparty
Control GL Profile (Credit Note)
ARControl3rdparty
Control GL Profile (Pre-Payment)
ARControl3rdparty
Sales Account GL Profile
ARControl3rdparty
Finance Charge Profile
FinCharge1
Sub-Account Profile
DefSubAct
Currency Code
USD
Customer Type
<blank>
9 Click the Payment tab and enter the following:
 
Field
Value
Credit Term Code
1M
Invoice Status Code
C-OK
10 Click Save.
Important: If you receive a message regarding email, ignore it throughout these activities.
11 Click Yes, then Close.
12 Go to Sales Order Accounting Control (36.9.6) and make Daybook Set by Site active by clicking it.
13 Go to Daybook Set by Site Maintenance (25.8.10).
14 Enter 10-SALES in the Daybook field, 10-100 in the Site field, and make the Daybook Active.
 
Field
Value
Invoice Daybook
CINV
CN Daybook
CCN
Intercompany Daybook
JE
15 Click Next through the remaining frames until you return to the Daybook field.
16 Click Back.
17 Go to Customer Data Maintenance (2.1.1).
Enter the following data in the fields identified. If a field is not mentioned, leave the default value.
 
Field
Value
Customer
10C1006
Site
10-100
Daybook Set
10SALES
Class
DIST
Time Zone
GMT-5
18 Click Next until the header screen reappears, then click Back.
Create an End User
1 Go to End User Control (11.9.24).
2 Change Create ISB from No to Yes if necessary, and click Next.
This field provides the default for new end users. It is also used to determine if items being shipped on sales orders to ship-to addresses not yet defined as end users should normally be added to the installed base.
3 Set the Operating Schedule to Standard.
4 Save your changes.
5 Go to End User Create (27.20.3.1)
Enter in the following data in the fields identified. If a field is not mentioned, you may leave the default value.
 
Field
Value
Customer Code
10C1006
End User Code
10C1006A
6 Click the Create button in the Address Information frame. Complete the address information with your own address, including state, postal code, country code and phone number.
7 Select the Contacts button and add yourself as a contact.
8 Save and Create the end user.
9 Go to End User Modify (27.20.3.2) and choose end user 10C1006A.
The field Link to End User Address is now ticked.
10 Go to End User Data Maintenance (11.9.1) and after entering Customer Code 10C1006 and End User Code 10C1006A, enter the following data:
 
Field
Value
Operating Schedule
Standard
Engineer Code
10-ENG01
Secondary Engineer
10-ENG02
Engineer Group
<blank>
Service Area
10USA-1
Escalation
<blank>
Travel Distance
<blank>
Travel Time
<blank>
11 In the next frame, make sure Create ISB is Yes, then click Next to accept the other defaults. Click Next to the Invoice Format frame, then click Back until End User Data Maintenance is closed.
12 Go to End User Create (27.20.3.1), enter Customer Code 10C1006.
13 Click the Link to Customer field.
Note that the End User Code and Address Information is filled in automatically.
14 Click Save.
15 Return to End User Data Maintenance (11.9.1) and enter Customer Code: 10C1006, End User Code: 10C1006. Enter the same information from the table in Step 10.
16 Click Next to the Invoice Format frame, then Back until closed.
17 Return to the menu.
Exercise 2: Define Service Attributes
In one of the activities in this chapter you will add an item 01010 to the installed base. In this exercise you review the attributes of the 01010 and ensure that some of its components are added to the installed base as well.
1 Go to Item Master Maintenance (1.4.1) and select item 01010, make sure that the Lot/Serial Control field is blank.
2 Repeat the operation for 01020 and 60002, 60003, 60005, 60008 and 60050.
While we will assign serial numbers to these items, we won’t require that specific serial numbers be used.
3 Click Next to save, then click back to enter the next item number above.
4 Go to Service Management Control (11.24) and verify the following settings.
 
Field
Value
Items in Installed Base
No
Installed Base History
Yes
Items Must Exist
Yes
5 Go to Service Item Maintenance (11.3.7).
6 Enter 01010 in the Item Number field and click Next.
Notice that the system automatically fills in all the fields in the top frame based on information defined in Item Master Maintenance.
 
Field
Value
Warranty Code
<blank>
Installed Base
Yes
Installation Call
No
Days Between PM
180
System Type
S
Usage Code
P
Service Category
1000
7 Click Next to display the remaining frame and, after reviewing service structure data information, click Next again.
8 Place your cursor in the Item Number field, enter 60002 and click Next. This item is a component of the 01010.
 
Field
Value
Warranty Code
<blank>
Installed Base
Yes
Installation Call
No
Days Between PM
360
System Type
O
Usage Code
P
Service Category
1000
9 Click Next twice, then Back to return to the menu.
10 Go to Service Management Control (11.24).
11 Set Service Data in Item Master to Yes.
Do you remember what effect this will have? If not, use the Help key to display field help. Close the help window if it is open.
12 Click Next to save your changes, then Back to return to the menu.
13 Go to Item Master Maintenance (1.4.1).
14 Enter 60050 in the Item Number field. Then click Next to navigate through the various frames of Item Master Maintenance.
After the Current Cost Data frame displays, the Item Service Data frame should display. This frame contains the same data fields that you saw in Service Item Maintenance.
15 In the Item Service Data frame set:
 
Field
Value
Warranty Code
<blank>
Installed Base
Yes
Installation Call
No
Days Between PM
180
System Type
O
Usage Code
P
Service Category
1000
16 Click Next twice to complete Item Master Maintenance, then Back to return to the menu.
Exercise 3: Update the Installed Base from a Sales Order
This exercise has a number of separate tasks:
• Verify appropriate control settings
• Create a sales order for a configured item
• Ship the item on the sales order
• Print and post the invoice
• Review the installed base record
• Review the end user data created during invoice post
Verify Control Settings
1 Go to Service Management Control (11.24).
2 Change the default settings, if necessary to the following:
 
Field
Value
Load Available Structure
Yes
Ship to Installed Base
Yes
Do you remember what effect these settings have? If not, read the help associated with these fields.
3 Click Next to save any changes, then Back to return to the menu.
4 Go to Call Management Control (11.1.24), turn off Auto Install Calls.
5 Go to Sales Order Control (7.1.24).
6 When the first frame displays, click Next twice. In this frame, verify or change SO Edit ISB Defaults to Yes. Click Next, then Back to return to the menu.
Create a Sales Order
1 Go to Sales Order Maintenance (7.1.1).
2 Enter SO-ISB in the Order ID field and click Next.
3 Enter customer number 10C1006 in the Sold-To field.
4 Click Next, accepting all defaults, until you get to the Sales Order Line screen.
5 Enter the following data in the appropriate fields.
 
Field
Value
Ln
1
Item Number
01010
Site
10-100
Qty Ordered
1
6 Click Next until the Installed Base Detail frame displays.
(Remember, you can see this pop-up only because SO Edit ISB Defaults is Yes in the Sales Order Control.)
7 Enter 10C1006 in the End User field.
Note: If you receive an Item Cross-Sell popup, ignore it (by pressing back).
Review the defaults in this pop-up. Update Installed Base defaults to Yes. Notice the message displayed at the bottom of the screen.
“End User 10C1006 will be created by Invoice Post using the ship-to address.”
The system will automatically set the start date to the sales order shipment date when the warranty start date is left blank.
8 At Sales Order Line 2, click end lines, click Trailer, click Next.
 
Field
Value
Ship Via:
FEDX
Click Next.
9 Click Back to return to the menu.
Ship the Sales Order
The item on this sales order is a configured product, so the shipment process has a few more steps than is normally required.
1 Go to Sales Order Shipments (7.9.15).
2 Enter SO-ISB in the Order field and click Next twice.
3 Your cursor should now be in the Line field. Enter the following data in the appropriate fields.
 
Field
Value
Line
1
Cancel B/O
No
 
Field
Value
Quantity
1
Lot/Serial
010
4 Click Next until you are returned to the line field, then click Back to receive “Display sales order lines being shipped?” Click Next. Review the items to make sure all items have an issue quantity of 1.
5 Click Next twice through the trailer frames.
6 When shipment completes, click Back to return to the menu.
Post and Print the Invoice
1 Go to Invoice Post and Print (7.13.4).
2 When the Invoice Print screen displays, enter the following data in the appropriate fields.
 
Field
Value
Sales Order
SO-ISB
To
SO-ISB
Print Invoice
Yes
Click Next and select
 
Print Lot/Serial Numbers Shipped
Yes
3 Click Next to specify a printer option.
In the Output field Enter Printer or Page to view on screen.
4 Click Next.
5 When the output window displays, review the content and write down the invoice number here for reference. (The invoice number appears at the top of the report.)
Invoice Number: _____________________________________
6 Click the small X in the Invoice Post and Print tab at the top of the screen.
Review Installed Base Information
1 Go to Installed Base Browse (11.3.4).
2 Find the End User and verify that the item as added to their installed base as part of the invoice post process by right-clicking on that end user and selecting Installed Base Inquiry.
3 Review the output for the item you just added to the installed base.
Exercise 4: Move an Item in the Installed Base
In this exercise you will move the item added to the installed base in the previous exercise on here from end user 10C1006 to another end user 10C1006A.
1 Go to Installed Item Move (11.3.13).
2 Enter the following:
 
Field
Value
From End User
10C1006
To End User
10C1006A
Click Next
 
Component Item
01010
Component Serial
010
Click Next.
3 Click Yes to Continue with the Installed Base rebuild?
A list of items to be moved is displayed. View the items displayed. Note that the Moved field is now selected.
4 Click Back twice until Output Printer field.
5 Click Next.
The report generated lists additional information about the items moved. This may be important to validate warranty information for the new end user.
6 Return to the menu and open Manage End User.
Find End User 10C1006A and verify that the installed base for this end user has been updated.
Exercise 5: Create a Field Notification
In this exercise you create a field notification. We will use this field notification in conjunction with the Call Generator to actually create a group of calls in a later exercise.
Perform an Installed Base Report
1 Go to Installed Base Report (11.3.3).
2 Run the report using the default values (all From/To fields are blank).
You will create a field notification for all items that have an Install Date in the last 30 days.
3 Return to the menu.
Create a Field Notification
1 Go to Field Notification Maintenance (11.3.12.1).
2 Enter FN-CLASS in the Field Notification field and click Next.
Notice how the system automatically fills in your user ID and today’s date in the appropriate fields.
3 Enter the following data in the listed fields. Make sure you save your changes by clicking Next at the end of your entry.
 
Field
Value
Reference Document
ECN23
Description
Product Failure
Entered By
<default>
Open Date
<default>
Combine Calls
No
4 In the next frame, continue to fill in the appropriate information as indicated:
 
Field
Value
Work Code
9999
Problem
El/Me
Status
10
Call Date
<default>
Priority
0
Severity
A
Escalation
<blank>
Call Type
RETURN
Queue
FIELDSVC
Comments
Yes
Copy Comments
Yes
Description
This Call is generated for FN-CLASS
These fields specify the information needed to define the calls to be created. The next five fields specify selection criteria for determining which installed base items should be included on a call.
5 Leave all the selection criteria fields blank except for the From and To Item Number.
 
Field
Value
From Item Number
01010
To
01010
Click Next to display the field notification comments screen.
6 Click Next twice and then Enter to access an empty line for comments; then enter the following:
These comments will be included in each call generated for this field notification.
7 Click Next, then Back to return to the menu.