Ordering a permanent upgrade
An authorized orderer can order a permanent upgrade record for a machine from its CIU machine profile page. The order forms are presented as two or three steps, depending on the machine type and profile settings:
- On the Machine profile page, click Order permanent upgrade. The Order permanent
upgrade - Step (1 of 2 | 1 of 3): Configure the record page displays the
current configuration and upgrade configuration information.
If the permanent upgrade ordering option is grayed out, the reason will be listed under the Notes in the machine profile About ordering section.
- Two selection columns display upgrade configuration options..
- The Total configuration selection list represents the amount of capacity you have
purchased on the system. This is sometimes referred to as the
high water mark.
- The Active configuration selection list represents the amount of capacity you want active on the system. These selections allow you to unassign model capacity or supported specialty engines by setting the active configuration lower than the total configuration.
The capacity listed in the Total configuration field will always be greater than or equal to the capacity listed in the Active configuration field.
- Select the total upgrade configuration you want to order. For each entry, click the arrow to
display the available upgrade values, and select your values. Note: Only the available upgrade values will display. For example, if you increase the number of CPs in your model capacity value, the number of specialty engines available for you to select will decrease.
- Select the model capacity and specialty engines you want in the active configuration. Remember, you do not have to specify all your total model capacity or total specialty engines in the active configuration. By setting the active configuration lower than the total configuration, model capacity and specialty engines not in the active configuration will be unassigned when you install the upgrade.
- If a price agreement was not negotiated for this machine, the Total purchase price displays the value Not Negotiated. While you can submit the order without a price, it will not be staged until a price is set. Contact your IBM® sales representative to negotiate the price agreement. Once the price is set, you will be notified to return to Resource Link® to accept the price.
Click Continue after selecting the upgrade configuration.
- The Total configuration selection list represents the amount of capacity you have
purchased on the system. This is sometimes referred to as the
- The Order permanent upgrade - Step 2 of 3: Select order options page opens
if the machine supports or requires setting options for CIU Express leasing or a purchase order.
Set the options applicable to your order:
- Select the order method (CIU Express: Yes or No). By default, CIU Express is enabled (Yes) for a machine, unless indicated otherwise in the contract, to enable retrieving a permanent upgrade record order from the support system within approximately three hours after it is ordered.
- If the machine is a leased machine, enter the lease information
- If your company requires a purchase order and requires approval for the order, you can enter the
purchase order number and amount on this page or after the order is submitted, or the approver can
enter the purchase order number and amount. You or the approver can optionally attach a copy of the
purchase order.
If your company requires a purchase order and does not requires approval for the order, you must enter the purchase order number and amount on this page. You can optionally attach a copy of the purchase order.
- Click Continue after setting the order options.
- On the Order permanent upgrade - Step (2 of 2 | 3 of 3) : Review and submit your order page, verify the information is correct and read the terms of the order. If you accept the terms, click I accept the Terms and Conditions of this order and click Submit to order the record.
- The order is created. If subsequent order processing actions are necessary, such as setting the order price or approving the order, Resource Link sets the order status accordingly and notifies the responsible party by email. The record will be staged on the support system for download after all subsequent order processing actions are completed by the responsible parties.