Create an install base item

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create an install base item that represents the instance of the product that has been configured for a customer The install base item enables you to track all the purchases that were made by a customer.

    Antes de Iniciar

    Verify that the Customer Service Install Base Management plugin (com.snc.install_base) is installed.

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Install base items help to track instances that have been provisioned for an account or customer. An install base item can be any configuration item that has been made accessible to customers. The install base item enables you to track all the purchases that were made by a customer.

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > MCO Setup > Install Base Items.
    2. Select New.
    3. On the Install based item form, fill in the fields.
      For a description of the field values, see Install based item form.
    4. Select Save.
      The Sold Products, Entitlements, and Cases related lists are displayed.
    5. Fill out the related lists as described in the following table.
      Tabela 1. Install base item related lists
      Related list Description
      Child Install Base items List of all child install bases that are related to the parent install base item.
      Sold Products List of the sold products that are associated with an install base Item. Edit a sold product by selecting Edit.
      Cases List of cases that are associated with an install base item.
      Entitlements List of entitlements that are associated with an install base item. Add an entitlement for the install base item by selecting New.
      Nota:
      Customer service managers can create entitlements. Customer service agents can view entitlements.
      Contracts List of contracts that are related to an install base. Edit a contract by selecting Edit.

      For more information on the related lists, see Related list for an install base item.

    6. Select Update.

    Resultado

    The install base item is added to the account or consumer that you selected. You can select an account or consumer to see a list of all the install base items that are related to the account or consumer.