| layout | default |
|---|---|
| title | CSI Customer Products Summary | Oracle EBS SQL Report |
| description | Imported Oracle standard Installed Base Customer Products Summary report Source: CSI: Customer Products Summary Report (XML) Short Name: CSICPREPXML DB… |
| keywords | Oracle EBS, Oracle E-Business Suite, SQL report, Blitz Report, BI Publisher, Enginatics, CSI, Customer, Products, Summary, csi_item_instances, csi_instance_statuses, mtl_system_items_vl |
| permalink | /CSI%20Customer%20Products%20Summary/ |
Oracle E-Business Suite SQL report from the Enginatics Library powered by Blitz Report™.
Imported Oracle standard Installed Base Customer Products Summary report Source: CSI: Customer Products Summary Report (XML) Short Name: CSICPREP_XML DB package: CSI_CSICPREP_XMLP_PKG
Account Number, Customer Name, Instance Number, Item, Status, City, Country, Creation Date From, Creation Date To
csi_item_instances, csi_instance_statuses, mtl_system_items_vl, hz_cust_accounts, hz_parties, hz_party_sites, hz_locations, fnd_territories_vl, csi_systems_v, oe_order_lines_all, oe_order_headers_all
Some Oracle EBS SQL reports in this library require functions from the utility package xxen_util. Install it before running the SQL directly against your Oracle EBS database.
| Resource | Link |
|---|---|
| Excel Example Output | CSI Customer Products Summary 11-Jul-2021 195211.xlsx |
| Blitz Report™ XML Import | CSI_Customer_Products_Summary.xml |
| Full SQL on Enginatics | www.enginatics.com/reports/csi-customer-products-summary/ |
The CSI Customer Products Summary report provides a high-level view of the "Installed Base"—the products that have been sold to and are currently owned by customers. This report is essential for Service and Support organizations to understand the fleet of products they are responsible for maintaining. It summarizes item instances by customer, location, and status, providing a snapshot of the active install base.
After a product is shipped, tracking its lifecycle is critical for revenue generation (service contracts) and customer satisfaction.
- Asset Visibility: "What products does Customer X currently have?"
- Warranty Management: Knowing when a product was installed is key to determining warranty eligibility.
- Recall/Upgrade Management: Identifying all customers who own a specific version of a product.
This report queries the Oracle Installed Base (CSI) tables to list customer products.
Key Features:
- Customer-Centric View: Groups products by Customer Account and Location.
- Instance Details: Shows the Instance Number (Serial Number), Item, and current Status (e.g., "Active", "Expired").
- Date Filtering: Allows filtering by Creation Date to see new installations within a period.
The report is built on CSI_ITEM_INSTANCES, the core table of the Installed Base. It joins to HZ_PARTIES and HZ_LOCATIONS for customer details.
Key Tables:
CSI_ITEM_INSTANCES: The unique record of each specific product unit (instance).CSI_INSTANCE_STATUSES: The current state of the instance.HZ_CUST_ACCOUNTS: The customer who owns the product.MTL_SYSTEM_ITEMS: Product description and details.
- Revenue Opportunities: Helps sales teams identify customers with aging products who might be ready for an upgrade.
- Service Efficiency: Allows support agents to quickly verify what equipment a customer has before dispatching a technician.
- Data Accuracy: Serves as a tool to audit the accuracy of the installed base records against shipping history.
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