Create and manage install base items for a business location

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • As a staff member with the location agent role, create and manage install base items for your business locations.

    Before you begin

    Role required: sn_customerservice_manager, sn_customerservice.svc_location_agent, or admin

    About this task

    Staff members with the sn_customerservice_manager role, create install base items by choosing the correct configuration item. Whereas the staff members with the sn_customerservice.svc_location_agent role, can view the list of install base items installed at any service organization.

    Procedure

    1. Navigate to All > Customer Service > Service Organizations > Internal/External Business Locations.
    2. Select either an internal or an external business location.
    3. In the Install Base Item related lists, select New.
    4. On the form, fill in the fields.
      Table 1. Install Base Item form
      Field Description
      Number Unique ID of the install base item. The system automatically sets this field value, but you can change it.
      Name Name of the install base item.
      Configuration Item If the sold product contains child components, reference it to another sold product.
      Service Organization Internal or external entity that is involved in providing service to the customer.
      Owned by Business manager of the install base item.
      Supported by Configuration item supported by.
    5. Select Submit.
      An install base item record is created for the selected business location.