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Working with the Installed Base
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Details
Use the Details tab to record contact information and product details
relating to the installed product.
Fig. 18.1
Installed Base Details Tab
1
Enter customer details as required.
Select End User. Enter the end user for the product item.
For details on using the Find Profile/Contact browse, see “Searching
Profiles and Contacts” on page 94.
Select Contact. Enter the name of a contact from the end user.
Select Customer. Enter the name of the customer if the item was
provided to the end user from a customer.
Contract No. Enter the number of the contract associated with the
sale.
For details about maintaining contracts, see Chapter 17, “Managing
Service Contracts and Quotes,” on page 225.
Invoice Number. Enter the invoice number associated with the sale.
Sales Order No. Enter the sales order number associated with the
sale.
Last PM Date. Enter the date on which preventive maintenance (PM)
was last conducted.
Next PM Date. Enter the date on which PM will next be conducted.
PM Days. Enter the duration of the preventive maintenance cycle for
this item in calendar days.