IB Error for non serialized Items

Installation Details not entered for the Non Serialized item. Please reference the customer item instance in Installation Details. Error count: Error Description: Installation Details not entered for the Non Serialized item. Please reference the customer item instance in Installation Details. This error says for non- serialized items, an RMA (Return Material authorization) needs installation details that determine what Item Instance is actually being returned. If these details are not entered, IB (Install Base) will not be able to update the correct instance. Cause When an item is tracked in Install Base and not serialized, Installation Details are required on return lines to identify and update the returned instance (path- Actions / Installation Details) when the RMA line is actually received. If no instance exists in the LOV, one has to be created before booking the order. When no installation details are entered on the RMA line, the receipt (CSIRMARC or CSIRMAFL transaction) will fail to process in IB and generate the following transaction error: "Installation Details not entered for the Non Serialized item. Please reference the customer item instance in Installation Details." Cause Justification and significance: Currently Order Management does not validate the existence of installation details for return lines for non-serialized IB tractable items. Since Order Management does not require the installation details, it is very common for users to enter, book and receive RMAs without entering installation details while Install Base requires them and these missing installation details end up with this type of IB error. NOTE -For serialized items the installation details are not required because the serial number is mandatory to be entered in the receiving transaction. Install Base uses this serial number to identify the instance and update it accordingly. Solution:- There are two ways suggested by Oracle. 1- Prevention Measure 2- Error correction 1- Prevention Measure suggests how to modify the order booking process to disallow booking an RMA when installation details are required for one of the lines but have not been provided yet. This way the errors can be avoided but this involve customizations on existing Oracle code and not being supported by Oracle support team. (Business has to take a call on this and to be discussed later). 2-Error correction is the manual process where the user has to enter the installation details and then resubmit the error for clearing up this type of error. This can be achieved by 2 ways. a) Entering the instance detail in Installation Detail page (i.e. Navigating to Actions / Installation Details through Order management responsibility). b) Entering the instance detail in Installation Detail page (i.e. Navigating to Transaction Button/Installation Details through Oracle Installed Base Admin Responsibility). NOTE- 1- Navigate Transaction Error Reprocessing screen in Oracle Installed Base Admin Responsibility. 2- Drilldown into the installation details page by using the Transaction Detail button. 3- Enter at least the Transaction Subtype if not mentioned. 4- Enter a valid instance in the instance number field. 5- Save the transaction 6- Select the process the transaction check box 7- Run the resubmit interface program to clear the issue. Solution Justification This action plan is being implemented in non Prod instance and successfully cleared up this type of error. On the successful process of the error that same approach is being implemented in Production to clear the error. Note- This is supposed to be a User guidance document specifically to understand and clear up this type of errors that will be encountered in future.