SAP IS-U/CCS

Industry Solution Utilities / Customer Care & Service System Device Management

Agenda
Day 1
Mon, February 10 Overview Customer Service

Day 6
Mon, February 17 Work Management Migration Workbench

Day 11
Mon, February 24 FI-CA

Day 2
Tue, February 11 Customer Service

Day 7
Tue, February 18
Migration Workbench FI-CA

Day 12
Tue, February 25

Day 3
Wed, February 12 Device Management

Day 8
Wed, February 19 Workflow FI-CA

Day 13
Wed, February 26

Day 4
Thu, February 13 Device Management

Day 9
Thu, February 20 Billing & Invoicing

Day 5
Fri, February 14 Work Management

Day 10
Fri, February 21 Billing & invoicing

Contents

Unit 1 Unit 2 Unit 3

Technical Master Data Technology Device Installation Scheduling Meter Reading

Unit 4
Unit 5

Techincal Master Data

Unit Objectives

At the conclusion of this unit, you will be able to:

Identify technical master data involved in IS-U Identify integration between IS-U and Logistics application component Identify technical master data relations

Techincal Master Data

Data Model

Techincal Master Data

Data Model and Integration with Logistics
BUSINESS PARTNER

CONTRACT

CONTRACT ACCOUNT

INSTALLATION

PREMISE

CONNECTION OBJECT DEVICE CATEGORY MM-MATERIAL DEVICE LOCATION PM-FUNCTIONAL LOCATION CONNECTION PM-EQUIPMENT PM-FUNCTIONAL LOCATION

DEVICE PM-EQUIPMENT

Integration with logistics

Techincal Master Data

Connection Object

Connection object is a building, piece of property or other facility that is connected to the supply grid Has an address that links it to the regional structure It is managed as the functional location in PM

Connection Object

Techincal Master Data

Connection

Link of the Connection object to the utility company

The connection is a piece of equipment in Plant Maintenance (PM) application

Techincal Master Data

Premise

Premise is an enclosed spatial unit that is supplied with utility services, such as an apartment or a factory. Connection object comprises one or more premises Allocated to a connection object, has de same address as the connection object Can include several installations to be billed Can have several divisions

Techincal Master Data

Device Location

Device location is an enclosed spatial unit in a connection object where any number of devices are installed Independent of division Device location can be assigned to a premise if it applies to that premise only Device location corresponds to a functional location in the Plant Maintenance (PM) application

Techincal Master Data

Utility Installation

Links technical and business master data Is allocated to a premise Applies to one division Serves as the basis for devices billing Utility installation is linked .............. to billing via the rate category ..... to scheduling via the meter reading unit ..... to reginal structure via the premise ..... to a business partner during the move-in

Techincal Master Data

Utility Installation Enviroment
BUSINESS PARTNER

Regional Structure

Business Master Data

CONTRACT ACCOUNT

Scheduling
PORTION

CONTRACT

Postal Regional Structure

CITY STREET STREET SECTION INSTALLATION METER READING UNIT

PREMISE

DEVICE LOCATION

POLITICAL STRUCTURE

COMPANY STRUCTURE

CONNECTION OBJECT

Technical Master Data

Techincal Master Data

Utility Installation History

Installation 10001
01/01/90 - 14/08/1992 Terminated Contract 10000001

15/08/92 - 31/03/1993

No Contract Allocated

01/04/93 - 14/04/1997

Terminated Contract 10000002

15/04/97 - 12/31/9999

Current Contract 10000003

Techincal Master Data

Utility Installation History (Time Slices)

01/08/2002

Customer Contract 1 1

Move-Out

Move-In

Customer Contract 2 1

Contract Contract 1 1

Contract Contract 2 1

Installation Installation
Time Slice 1: 15/04/97- 31/07/02 Time Slice 2: Beginning 01/08/02

Contract Contract11
May 1 June 1 July 1 Aug. 1

Contract Contract22
R

Sept. 1

Oct. 1

Dec. 1

Techincal Master Data

Utility Installation Time Slices: Time-Based Data

l Time-based data enables you to take any changes in the data into account. In the billing, for example, rate category can be changed within the billing period. l Prior to changing time-based data you must insert a new time slice.

l Time-based data
n

vs

Non time-based data

n

Billing class Rate category

Base period category Meter reading type control

n
n n n n

n
n

Industry sector
Temperature area Exemption from franchise fee Meter reading unit

Blocking reason

(Control of billing / meter reading)

n

Guarantee of supply

Contents

Unit 1 Unit 2 Unit 3

Technical Master Data Technology Device Installation Scheduling Meter Reading

Unit 4
Unit 5

Technology
Unit Objectives

At the conclusion of this unit, you will be able to:

Map device technology in IS-U, and identify the standard R/3 components used for this purpose Identify the relation between the material and the device category, or between the piece of equipment and the device Identify the elements that comprise a device category, and state what you need to bear in mind when creating device categories

Technology
Basic Device Category - Device Category - Device
Basic Device Category
for example, meter

METER

(n:1)
Device Category
for example, double-rate meter

Meter I

Meter II

Meter III

(n:1)
071 61 92 0 539 802

0 716 192 053 98 02

125.256.01

071 61 92 0 539 802

125.256.01

Devices
0 716 192 071 61 92 053 98 02 0 539 802 125.256.01 125.256.01

II.1

II.2

II.3

II.n

125.256.01

Technology
Basic Device Category
l l Groups devices that have the same technical properties

Basic device categories:

Meters (measure consumption-dependent resources (that is, electricity, gas, water, heating)) Transformers (voltage transformers, current transformers) ARCRs (audio frequency ripple control receivers transmit information across the grid, for example, to control switching of rates in the case of off-peak storage heaters) Remote meters (enter consumption values over distances, for example meters that can be read via modem) Counters (determine the heat quantity issued for district heating) Correctors (determine the standard cubic meters consumed on the basis of the technical gas value temperature, pressure and compressibility) Pressure regulators (adjust the gas pressure) Sensors (transmit pulses, for example, temperature probe) Containers and Vehicles (required for waste disposal)

Technology
Basic Device Categories - Customizing l Define which basic device categories are allowed for each division category l Define combinations of basic device categories

l Define how basic device categories are sorted

For device category processing In the replacement and notification worklist group

l Define texts for basic device categories

Technology
Device Category - Device
Serial number: Sie-970701-503 Manufacturer: Siemens Production year: 2000 Valid from 01.07.2000

Serial number: AEG-980101-125 Manufacturer: AEG Production year: 2002 Valid from 01.01.2002

Serial number: LGY-980701-300

Single-rate meter that is subject to certification Plastic housing and external seal Six pre-decimal places, one decimal place

Manufacturer Landis&Gyr : Production year: 2002

Valid from 01.07.2002

Device Category

Device

Technology
Device Category
l l l l Is classified by the basic device category Can also be a combination of different basic device categories Includes information relevant for billing as well as information for device certification and inspection Corresponds to the material in the logistics component

DEVICE CATEGORY

MM data

IS-U data

Technology
Creating Device Categories with a Reference Material

Technology
Creating Device Categories without a Reference Material

Technology
Technical Groups for Device Category
l Technical groups can only be allocated to device categories belonging to certain basic device categories
REGISTER GROUP DEVICE CATEGORY INPUT/OUTPUT GROUP

COMMAND GROUP

WINDING GROUP

Technology
Technical Groups for Device Category Register Group
l Registers: Measure consumption and energy Can exist physically or as a display in electronic devices Register Group: Groups together the registers of a device Can cover several divisions categories Can be assigned to several device categories Reference register relationship Register group data is merely default data and values can be changed as pleased during an installation or modification

REGISTER

Technology
Device
l l Is an instrument used for measuring consumption, processing data or controlling and protecting other instruments Devices are identified using material and serial numbers, and are managed in the Plant Maintenance (PM) application as pieces of equipment.

DEVICE

PM data

IS-U data

Technology
Device - Customizing l Define IS-U equipment categories l Allocate class type to IS-U equipment categories

Technology
Device Category Data vs Device Data

Material
SIE-DTZ 0815

Description

Register Group

Register

Meter reading
Device Category Data

Device Number (Serial Number)

Device Data

Technology
Numbers in Device Management

Technology
Summary

IS-U/CCS is integrated with the standard components Logistics-Materials Management (LO-MM) and Logistics-Plant Maintenance (LO-PM) via the Device Category (= Material) and the Device (= Equipment)
Device Categories are based on predefined basic device categories and definethe technical device data. Additionally, there is information stored in the device category, which is relevant to billing as well as information on device inspection and certification

Devices are uniquely identified by the combination of their material no. (LOMM component) and serial no. (LO-PM component). The history of a device can be look up using process data. Location data enables spatial allocation of the device, whereas plant maintenance data contains information on the allocated PM-planning plant

Contents

Unit 1 Unit 2 Unit 3

Technical Master Data Technology Device Installation Scheduling Meter Reading

Unit 4
Unit 5

Device Installation
Unit Objectives

At the conclusion of this unit, you will be able to:

Perform technical and billing-related installation, removal and replacement of devices in the system

Describe the utility installation structure and change the rate data and technical data of installed devices
Map device relationships Describe the customizing activities required

Device Installation
Device Installation Functions

l Installation, removal, and replacement of devices from a:

n Technical point of view: linking a device to a device location (1:1 relationship) n Billing point of view: linking a device to a utility installation (1:n relationship)

l Creation of device groups

l Changes to rate data and technical data of devices that

have already been installed (utility installation structure)

Device Installation
Device Group

Group of devices that comprise a logical unit Examples of device groups:

A B

Transformer groups are made up of current and voltage transformers linked to each other. Transformer groups have a single transformation ratio. Two integrated water meters installed together. These meters measure consumption separately. The consumption from these meters can be shown separately on the bill, but is usually billed together

Device DeviceGroup Group

In this way, devices that belong together to a device group cannot accidentally be removed or installed separately. Any replacement has to be expressly confirmed

Device Installation
Device Group - Customizing l Define group types of your own l Assign group types to the following predefined group types:

Integrated water meter Transformer group Measurement panel Other

l Restrict group types to specific divisions

Device Installation
Types of Device Installation (I)

Device Installation
Types of Device Installation (II)

Device Installation
Fields Relevant to Installation

Device Installation
Installation - Period Consumption

Device Installation
Installation - Customizing

Inst.Div.

Div.Low

Div.Upper

Incl./Excl.

Option

01 03 05

01 03 07

02

I I E

BT EQ EQ

Device Installation
Device Removal

Device Installation
Device Removal

Device Installation
Device Installation - Customizing

Device Installation
Reversal of Installation / Removal / Replacement

Device Installation
The Utility Installation Structure

Device Installation

Installation: Unit Sum mary 1 Summary

l Installing devices in a utility installation links technical and business m aster data. The device location corresponds to a functional location in the Plant Maintenance (LO-PM) application com ponent. Devices can be installed either in one step (Installation relevant to all data) or in two steps (first technical, then billing-related installation ).

Installation: Unit Sum maryand 2 billing-related data is l W hen a device is rem oved, technical
deleted. However, the data can still be tracked.
l l During device replacem ent, a device is replaced with a device of the sam e device category (or a device sim ilar in function). The installation structure describes the devices installed in the utility installation from a technical point of view(device allocations and register relationships) and a billing point of view (rate type and price
R

class). l You SAP AG SAP AG can m odel various installation services (for exam ple, service connection) in IS-U/CCS using the Sales (SD) application com ponent and the IS-U com ponent W ork Managem ent (W MS)

Contents

Unit 1 Unit 2 Unit 3

Technical Master Data Technology Device Installation Scheduling Meter Reading

Unit 4
Unit 5

Scheduling
Unit Objectives

At the conclusion of this unit, you will be able to:

Structure your supply area according to meter reading or billing criteria

Explain the terms portion, meter reading unit and the roles they play in scheduling
Model and update meter reading and billing dates in the system

Scheduling

l Used for planning and controlling the following functions:

n
n

Meter reading order creation Billing

l Generates periodic dates (schedule records) for: n Meter reading

n

Billing

l To generate schedule records, you require:

n

Schedule master records for meter reading (meter reading units) Schedule master records for billing (portions)
R

Scheduling
Portion

l Portions group together contracts that are to be billed together l They contain schedule master records for billing l You can allocate a contract to a portion in either of the following ways:
n

Indirectly via the meter reading units defined in the installation that corresponds to the contract

Directly in the contract

Scheduling
Meter Reading Unit

l Meter reading units group together - according to regional criteria - installations that are to be read on a certain date. l The schedule master records for meter reading units contain all data relevant to meter reading scheduling.

l Meter reading units can only be created if a portion already exists. l Several meter reading units can be allocated to one portion.
l Meter reading units form the basis for device management.

Scheduling
Portions & Meter Reading Units

Scheduling
Generation of Schedule Records
Schedule Master Records Schedule Records

PORTION-A 02/2003

PORTION-A

PORTION-A 04/2003

PORTION-A 06/2003

Generation of Schedule Records

MRU-A 02/2003

MRU-A

MRU-A 04/2003

MRU-A 06/2003

Scheduling
Annual Billing

2002

2003

Scheduling
Monthly Billing

27.

28.

29.

30.

31.

1.

2.

3.

July
27. 28. 29. 30. 31. 1. 2. 3.

August
27. 28. 29. 30. 31. 1. 2. 3.

Scheduling
Summary
l The scheduling component is used for generating dates periodically for meter reading, billing and budget billing control. Portions group together contracts that are to be billed jointly. Meter reading units group together installations that are to be read on a certain date.

l l

The generation of dates is based on schedule master data either for billing or meter reading. The schedule master records for billing are stored in the portion, and those for meter reading are stored in the meter reading unit.

Contents

Unit 1 Unit 2 Unit 3

Technical Master Data Technology Device Installation Scheduling Meter Reading

Unit 4
Unit 5

Meter Reading
Unit Objectives

At the conclusion of this unit, you will be able to:

Name the different reasons for taking meter readings Establish the route for the meter reader Create, output and monitor meter reading orders Enter meter reading results, and validate them using extrapolation and weighting procedures Correct, estimate and reverse meter reading results Name the customizing activities you can carry out in the IMG

Meter Reading
Meter Reading Overview Meter reading order creation Meter reading order Order Output Billing order

Meter reading documents

Download
Meter reading results Billing

Upload Fast/Single entry Entry

Verification

Correction

Meter Reading
Meter Reading Reasons

l Periodic meter reading (based on schedule records) l Aperiodic meter reading, such as:
n n n

Interim meter reading with or without billing Service territory transfer with billing Control reading

l Meter reading resulting from a process, such as:

n n

Customer move-in Device removal

Meter Reading
Meter Reading / Billing Order

Meter Reading Order

l
l Is the prerequisite for a meter reading Displays all data required for the meter reading, such as:
n n n n

Billing Order
l
l Is the prerequisite for billing Is created in addition to meter reading order if a meter reading is relevant for billing (e.g. periodic meter readings) Is also created for flat-rate installations Contains data for billing, for example:
n

Meter reader
Date Address Expected meter reading

l l

Can be printed or transferred to external entry systems (for example, MDE device)

Target billing date Portion Installation

n
n

Used for monitoring (for example, tracking)

Status

Meter Reading
Meter Reading Order Data

Data Specific to Entry

Entry number Check number Meter reading reason Planned meter reading Meter reader Control group MDE number

Time-Based Data
Target reading date Target billing date

Meter Reading Order

Meter Reading Data

Expected meter reading Expected consumption Upper limit of meter reading

Data Environment

Meter Reading
Meter Reading Order Creation

Meter Reading
Meter Reading Order Creation - Interval Check

Meter Reading
Mass Order Background job

Meter Reading
Downloading and Uploading Meter Reading Orders

Meter Reading
Download

l Uses the Raw Data Interface (RDI) from SAP script l Spool: transfer to a spool or file (depending on customizing settings) l IDoc interface (intermediate document): used for electronic data interchange (EDI) between different computers and systems. SAP standard format for electronic data exchange

Meter Reading
Meter Reading Organization - Street Route

l Shows the order meter reader reads devices from a Meter Reading Unit
Meter Reading Unit A City District 1 Street 1 Connection Object 1 Connection Object 2 Connection Object n Device Location 1 Device Location 2 Device 1 Device 2 Device n

Street 2 Street n

City District 2

Device Location n
City District n

l Possibility of monitoring whether there are unassigned devices to meter reading sequence

Meter Reading
Manual Monitoring

l Monitoring at the level of meter reading unit, installation, device, business partner, l Monitoring of:
n n n n

Schedule records Meter reading orders Billing orders Meter reading results

l Gives information about:

n n n n

Status Meter reading reason Validation Meter reading date

l Go directly to device, contract, meter reading order

Meter Reading
Automatic Monitoring

l Automatic monitoring of missing and implausible meter reading results

l Follow up actions are started after specific periods depending on status, meter reading reason and meter reading type
l Follow up actions are defined in SAP enhancements l If a (further) follow up action is not defined, the result is estimated automatically l Automatic monitoring is started in the IS-U menu
Status 0 Status 1 Status 2 Status 3 01/01: planned reading by customer 05/01: reminder 09/01: meter read by utility company 15/01: Automatic estimation

User-defined follow-up actions

Meter Reading
Entry of Meter Reading Results

l Mass entry for periodic meter readings

n

n
n

Prerequisite: meter reading order creation Automatic: Upload using the standard transaction IDoc Type and EDI Basis Manual: fast entry w Without correction: implausible values are reset w With correction: validation is possible

l Single entry
n n

Is possible without previous creation of meter reading order

Used, for example, in the case of interim and control readings
Meter reading results uploaded

List of meter reading results

Status: Plausible Meter Reading Result

Status: Implausible Correction

Status: Error Single Entry

(Only possible if data can be recognized)

Meter Reading
Meter Reader Notes

Meter Reading
Validation

l Each meter reading result is checked for plausibility (validated)

Implausible Correction Meter reading result Validation Plausible

l Fixed validations are performed automatically

n
n

Validation of previous meter reading (is the previous meter reading plausible?) Validation of fixed-value deviation (No consumption for inactive or blocked installations?)

l In customizing is possible to define:

n n n n

Validation classes (contain a pool of all possible validations of a rate)

Configurable validations (zero consumption, repeated costumer reading/estimation..) Tolerance limits (positive/negative deviation, error class, )

User-defined validations (SAP enhancement)

Meter Reading
Extrapolation of Expected Consumption

Meter Reading
Extrapolation Using Meter Reading Results l

Prerequisite: the actual meter reading result must best reflect the consumption pattern in period

Rate
Minimum Percentage Portion Weighting Procedure

Actual Actual Meter Meter Reading Reading Result Result

Extrapolation

Expected Expected Meter Meter Reading Reading Result Result

Installation

Base Period Category

Meter Reading
Weighting

l Determination of expected values (meter readings for example) by means of:

n n n

n
n

Meter Reading
Extrapolation Example

Meter Reading
Correction

l Correction on:
n n n

Implausible results upon entry Implausible, reset results Plausible results Correct the results Release the results without correction Reset the results Estimate the results Create correction order

l Is it possible to:
n n n n n

l In the correction screen following data is available:

n

Meter reading data w Current meter reading and consumption w Previous meter reading Forecast and validation data w Forecast period w Expected values w Source of the forecast period (previous period, period consumption, )

Device data

Meter Reading
Automatic Estimation

l You can select meter reading results, for example, according to:
n n n

Meter reading unit

Business partner Device Planned meter reading dates

l In customizing it is possible to define:

n n

Should the meter reading result be overestimated? Enhancement for user own estimation is triggered?

Meter Reading
Reversal

l Is it possible to select an entry for reversal by:

n n n

Meter Reading Unit Contract Installation

n n n

Device Planned meter reading date Meter reading reason

l Following objects are deleted during the reversal process (if they exist):
n n n

Meter Reading Order Billing Order Meter Reading Result (under petition)

Meter Reading
Summary

l The street route and scheduling form the basis for periodic meter readings
l It is possible to perform meter reading others than for periodic meter reading (is the case of interim or control meter readings) l During meter reading order creation, meter reading order is generated and if the reading is relevant to billing, a billing order too. l The meter reading order contain all of the data required for meter reading. It can be printed or passed to external entry systems. l Meter reading results are validated when they are entered. Extrapolations are used in the validation process. l It is possible to monitor and reverse meter readings l It is possible to correct and estimate meter reading results