Create sold product

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Create a sold product or an install base item for a contract. The customer contracts and entitlements application use the Sold Product Covered form to add sold products (install base items) that are covered.

    Before you begin

    Role required: admin

    About this task

    Sold products are products and components that have been sold to an account or a consumer and can have multiple contracts. An install base item is an instance of sold product that has been provisioned for an account or consumer.

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > MCO Setup > Install base > Contracts.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Sold Product Covered form
      Field Description
      Contract Reference number of the associated service contract.
      Sold Product Products that were sold to a customer.
      Note:
      • The sold products list is filtered by the account linked to the contract or entitlement.

      • The Sold Product field is automatically removed, when an install base item is added,
      • You can add a sold product, if it isn't listed. Select New in the Install Base Item window. For more information, see Create a sold product.
      Install Base Item The related install base item.
      Note:
      • The list of sold products is filtered based on the account related to the contract or entitlement.
      • The Install Base Item field is automatically removed, when an install base item is added,
      • You can add an install base item if it isn't listed. Select New in the Install Base Item window. For more information, see Create an install base item.
      Date added Date when the product is added to the entity.
      Date removed Date until which the product is active on the entity.
    4. Select Save.