CSI Customer Products Summary – Oracle EBS SQL Report
Oracle E-Business Suite SQL report from the Enginatics Library powered by Blitz Report™. Oracle EBS module: Installed Base · all Installed Base reports
Overview
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
Owner Party is the owner of the instance, also for internal instances without an owner account. Parent Instance is the instance this one is an active component of.
Contract Number lists the service contracts with a covered product line in status Active for the instance. Contract Coverage restricts the report to instances with or without such coverage.
Show Parties adds one row per party and account role of the instance (owner, sold to, bill to, ship to, technical contact), repeating the instance columns on each row.
Run this report in Excel in seconds: download Blitz Report™ free (your first 30 reports are free) or try it in the online demo.
Report Parameters
Account Number, Customer Name, Instance Number, Item, Status, City, Country, Creation Date From, Creation Date To, Serial Number, Sales Order, Owner Party, Install Date From, Install Date To, Contract Coverage, Show Parties
Oracle EBS Tables Used
hz_parties, csi_ii_relationships, csi_item_instances, okc_k_items, okc_k_lines_b, okc_statuses_b, okc_k_headers_all_b, hz_party_sites, hz_locations, hr_locations_all, mtl_parameters, wip_entities, pa_projects_all, csi_instance_statuses, mtl_system_items_vl, hz_cust_accounts, fnd_territories_vl, csi_systems_v, oe_order_lines_all, oe_order_headers_all
Report Categories
Related Reports
OKL Termination Quotes, OKS Service Contract Line Upload, AR Transactions and Lines 11i, CSI Counter Readings, GL Account Distribution Analysis, OKL Lease Contract Update Upload, GL Account Analysis
Running This SQL Without Blitz Report
The SQL source can be run in any SQL client. Some Oracle EBS SQL reports in this library use functions from the utility package xxen_util – install it first. Blitz Report™ adds parameters, Excel output with pivots, scheduling and security on top.
Download & Import Options
| Resource | Link |
|---|---|
| Excel Example Output | CSI Customer Products Summary 11-Jul-2021 195211.xlsx |
| Blitz Report™ XML Import | CSI_Customer_Products_Summary.xml |
| SQL Source | CSI Customer Products Summary.sql |
| Full Report on Enginatics | www.enginatics.com/reports/csi-customer-products-summary/ |
Executive 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.
Business Challenge
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.
Solution
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.
Architecture
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.
Impact
- 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.
Useful Links
- Blitz Report™ – World’s Fastest Oracle EBS Reporting Tool
- Oracle Discoverer Replacement – Import Worksheets into Blitz Report™
- Oracle EBS Reporting Toolkits by Blitz Report™
- Blitz Report™ FAQ & Community Q&A
- Supply Chain Hub by Blitz Report™
- Blitz Report™ Customer Case Studies
- Oracle EBS Reporting Blog
- Oracle EBS Reporting Resource Centre
© Enginatics GmbH