Create sold product or install base item for contract

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • The customer contracts and entitlements application uses the Sold Product Covered form to add sold products or install base items that are covered to the Customer Contracts and Entitlements entities.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Sold products are products and components that have been sold to an account or a consumer and can have multiple contracts. An install base item is an instance of sold product that has been provisioned for an account or consumer.

    Prozedur

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > MCO Setup > Install base > Contracts.
    2. Select New.
    3. On the form, fill in the fields.
      Tabelle : 1. Sold Product Covered form
      Field Description
      Contract Reference number of the associated service contract.
      Sold Product Products that were sold to a customer.
      Hinweis:
      • The list of sold products is filtered based on the account related to the contract or entitlement.
      • If a product is added, the Install Base Items field is automatically removed.
      • If a product isn't listed, you can add it. Select New in the Sold Products window. For more information, see Create a sold product.
      Install Base Item The related install base item.
      Hinweis:
      • The list of sold products is filtered based on the account related to the contract or entitlement.
      • If an install base item is added, the Sold Product field is automatically removed.
      • If an install base item isn't listed, you can add it. Select New in the Install Base Item window. For more information, see Create an install base item.
      Date added Date when the product is added to the entity.
      Date removed Date until which the product is active on the entity.
    4. Select Save.