Defining Creation and Update Rules for Installed Products
To define creation and updates rules for installed products, use the Product Installation (PROD_INSTALLATION) component.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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RF_INSTPRD_DFLT |
Specify default rule sets that determine how system transactions create and update installed products. On the Product Definition - Installed Product page, you can click a button to populate the appropriate default rule set and modify the rules for specific products, as necessary. |
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PROD_INSTALL |
Specify rule sets that determine how system transactions create and update installed products for specified products. |
Use the Installed Product Defaults page (RF_INSTPRD_DFLT) to specify default rule sets that determine how system transactions create and update installed products.
On the Product Definition - Installed Product page, you can click a button to populate the appropriate default rule set and modify the rules for specific products, as necessary.
Navigation:
This example illustrates the fields and controls on the Installed Product Defaults page (1 of 2).
This example illustrates the fields and controls on the Installed Product Defaults page (2 of 2).
Products Which Require a Service Order for Installation
Field or Control |
Description |
|---|---|
Order Capture |
If you want the system to create installed products when an order for the product is saved in PeopleSoft Order Capture or Order Capture Self Service, select the Create Installed Product check box and then select an initial status of Pending, Installed, or Shipped for the installed product. |
Shipping Notification (ASN) |
If you want the system to create installed products when an ASN message for the order is received, select the Create Installed Product check box and then select the initial status of the installed product. If the system should update existing installed products when an ASN message for the order is received, select the Update Installed Product check box and select the new status of the installed product. You can select both check boxes with appropriate statuses to enable the rule sets for creating and updating installed products. Note: For products that require a service order for installation, you cannot define rules that enable the installed product status to be set to Installed when an order is captured or an ASN is received. |
Manage Material |
If you want the system to create installed products when material usage and removal is recorded using the Order Materials component in PeopleSoft Integrated FieldService, select the Create Installed Product check box and then select the initial status of the installed product. If the system should update existing installed products when material usage and removal is recorded using the Order Materials component, select the Update Installed Product check box and then select the new status of the installed product. You can select both check boxes with appropriate statuses to enable the rule sets for creating and updating installed products. |
Products Which Do Not Require a Service Order for Installation
Field or Control |
Description |
|---|---|
Order Capture |
If the product does not require a service order for installation, and the installed product is created when an order for the product is saved in PeopleSoft Order Capture or Order Capture Self Service, select the Create Installed Product check box and then select an initial status. PeopleSoft suggests that you set the initial status to Pending. |
Shipping Notification (ASN) |
If the system receives a subsequent ASN message for a product does not require a service order for installation, select the Create Installed Product check box and then select the initial status of Installed. If the system should update existing installed products when an ASN message for the order is received for a product that does not require a service order for installation, select the Update Installed Product check box and then select a new status. PeopleSoft suggests that you set the new status to Installed. You can select both check boxes with appropriate statuses to enable the rule sets for creating and updating installed products. Note: If a product does not require a service order for installation and a rule has been established for ASN receipt that sets the status to a value other than Installed, you must manually set the status of the installed product to Installed when appropriate. You may want to set up rules that require manual intervention for business processes that require an action or response from a customer. For example, suppose that you ship a product that requires some type of installation, such as setting up a personal computer, that the customer performs. When the customer completes the installation process, he or she can contact you to update the record. |
Manage Material |
If the product does not require a service order when material usage and removal is recorded using the Order Materials component in PeopleSoft Integrated FieldService, select the Create Installed Product check box and then select the initial status of Installed. If the system should update existing installed products when material usage and removal is recorded using the Order Materials component in PeopleSoft Integrated FieldService for a product that does not require a service order for installation, select the Update Installed Product check box and then select a new status. You should set the new status to Installed. |
Use the Product Definition - Installed Product page (PROD_INSTALL) to specify rule sets that determine how system transactions create and update installed products for specified products.
Navigation:
This example illustrates the fields and controls on the Product Definition - Installed Product page (1 of 2).
This example illustrates the fields and controls on the Product Definition - Installed Product page (2 of 2).
Field or Control |
Description |
|---|---|
Track as Installed Product |
Select to enable installed products to be created automatically for the product. |
Product Installation Settings
Field or Control |
Description |
|---|---|
Service Order Required |
Select if a service order must be created for product installation. |
Install Service ID |
Select the ID of the service that would be used to install the product. Define services using the Services component under Note: If a site is required for the service you selected, the system automatically selects the Site Required check box. Also, if the same service is used to remove the product, the system automatically fills in the Uninstall Service ID field with the name of the service. |
Site Required |
Select to require a customer site on orders that are created for the product in PeopleSoft Order Capture or Order Capture Self Service. If selected, users must select a site address for the install address on the Entry Form - Shipping page before they can save the order. |
Uninstall Service ID |
Select the ID of the service that would be used to remove the product. Define services using the Services component under |
Un-Install Service Order |
Select if a service order is required to remove the product. |
Apply Defaults |
Click to populate the appropriate default rules that determine how system transactions create and update installed products. The system returns one of two default rule sets depending on whether the Service Order Required check box is selected. You can modify these rules as necessary for the specific product. Default creation and update rules for installed products are defined on the Installed Product Defaults page under |
Note: The fields in the Order Capture, Shipping Notification (ASN), and Manage Material group boxes are the same as those on the Installed Product Defaults page.
See Defining Creation and Update Rules for Installed Products.
Registration Fields
Use the Registration Fields group box to define which of the installed product fields appear for users on the Product Registration - Product Registration Details page, where they register products.
The system populates this area with the default values that you define on the Product Registration Setup page. You can modify this registration field list as needed. The selection that you make on the Product Definition - Installed Product page is specific to the associated product only.