Installations

Purpose

Installations are the technical middle layer between objects and components in Professional Services. They show which installed units are active at a customer site, which components belong to them, and from which concrete installed-base element service processes are handled.

Prerequisites

• the related object exists or is defined as part of the target model
• installation types, required number series, and relevant serial or lot information are prepared
• if service processes should be started directly from the installation, work-order and service processes are configured

Functional focus

Installation card and business assignment

The installation stores information such as installation type, object number, description, and activation or deactivation dates. Serial number and lot number can also be maintained so the installed unit can be identified clearly and tracked across its lifecycle.

Customer reference and extended description

Installations can be assigned to a customer. In addition, a long text can be maintained to capture technical or organizational details that go beyond the short description.

Components on the installation

Any number of components can be assigned to an installation. This creates a traceable structure of the installed base. When needed, installation data can be inherited by related components so connected master data remains consistent.

Operational use in service documents

A repair order or work order can be created directly from an installation. It also remains visible which master data and documents are linked to the installation. This makes the installation not only a master-data element, but also an operational entry point for service processes.

Outcome

Installations connect objects, components, and service processes in one traceable technical structure. This makes dispatch planning, documentation, and installed-base reference more precise and controllable in Professional Services.