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Creating Categories for Install base

Step (1): Define IB Categories & Installation rules

A. Path: SPRO > CRM > Master data > Install base > IB Category > Define IB Category &
Installation rules

B. Select the Install base Category (01) > Install Base & Click on Copy as button

C. Edit the details

D. Click on Copy all values

E. Select the record & click on Permitted components

F. Select the required Object Type

G. Select the Record & Click on Installation Rule

H. Go to New entries , Assign the Classes & Save it.

Step (2): Activate Partner and Address Inheritance

Path: SPRO > CRM > Master data > Install base > IB Category > Activate Partner and
Address Inheritance

Go to new entries and Select your IB Category & Assign the Partner , Address Inheritance.

Step (3): Define Authorization Group for IB Category {Optional}

Path: SPRO > CRM > Master data > Install base > IB Category > Define Authorization
Group for IB Category

Step (4): Assign Partner determination procedure to IB Category

Path: SPRO>CRM > Master data > Install base > IB Category > Assign Partner
determination procedure to IB Category

Go to New entries > Select Your define IB Category & Assign the required Partner
determination Procedure.

Creating Object for Install Base


Step (1): Define Object family {COMC_PR_OBJ_FAM}
A. Path: SPRO > CAC > SAP Products > Objects > Define Object family

Select the Std Object family (0007) & Assign your Product Type (Material)
Step (2): Assign ID Profile to Object Family {COMC_PR_OBJ_FAM}
A. Path: SPRO > CAC > SAP Products > Objects > Assign ID Profile to Object Family

Go to New entries , Select Your Object Family & Assign your Org data profile ,,, Save it.
Step (3): Assign Object families to Installed base categories
A. Path: SPRO> Master data> Install base> Object / Object Family > Assign Object
Families to IB Category

Go to new entries, Select your define IB Category & Assign Object Family ,,, Save it..
Step (4): Define Characteristics of Object families
A. Path: SPRO > Master data Install base > Object / Object Family > Define
Characteristics of Object families

Go to New entries and Select your Object family ,, Specify the description & Save it.
Step (5): Define Restrictions for Object families
A. Path: SPRO > Master data > Install base > Object / Object Family >Define Restriction
for Object families

o to new entries ,

Select Your define Install base (IB) Category


Step (6): Maintain Set Type & Attribute

Step (7): Create Install Base (IB)

Path: Run the Transaction {/nIB51}


I. In the Field IB Category > Select your define IB

Specify the Valid on date & Time

I. In the Field Copy from (IB) > Select your predefined /Std IB for Copying

It means that you can Select the data (Std /Source key) & make a copy to Existing IB

Press Enter
Specify the Ext ID (ZI) & Description (Installation Base (LG))

Go to Product Data Tab Page

Assign the Product ID

Go to the Installation Data Tab page

Select your IB Category code

Go to Individual Object Data Tab Page

Assign your Family & Object ID