Is-U DM Overview
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Transcript of Is-U DM Overview
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© SAP AG 1999
Customer service &
billing
GenerationGeneration TransmissionTransmission DistributionDistribution
Consumption
entry
Consumption
entry InvoicingInvoicing ContractA/R & A/PContractA/R & A/P
Meter & Device Management
Work Management
Service
billing
Consumption
billing
Consumption
billing
Installation
services
All customer-related business processes
InvoicingInvoicing
MarketingMarketing& Sales& Sales
Particular business processesParticular business processesCustomer Relationship ManagementCustomer Relationship Management
IS-U/
CCS
PM
MM
SD
FIFI
CRM
Functional Scope of the IS-U System
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FIFI
SDSD
AMAMMMMM
GIS,CAD,SCADA
GIS,CAD,SCADA
MMMMPM/PM/CSCS
SDSDCOCO
Sales &Distribution
Sales &Distribution
C o n t r a c t
A / R
+ A / P
( F I - C
A )
C o n t r a c t
A / R
+ A / P
( F I - C
A )
B i l l i n g /
I n v o i c i n g
B i l l i n g /
I n v o i c i n g
I n s t a l l a
t i o n
S e r v i c e s
I n s t a l l a
t i o n
S e r v i c e s
C o n s u m p t i o
n
E n t r y
C o n s u m p t i o
n
E n t r y
ExternalConsumption
Entry
Systems
ExternalConsumption
Entry
Systems
ExternalSales
Systems
ExternalSales
Systems
SAPBusinessPartner
SAPBusinessPartner
Customer
information system
IS-U
components
Standard SAP
components
External systems
Financial
Accounting
Financial
Accounting
DeviceManagement
DeviceManagement
C C U U S
S T TO O M M E E R R
Plant Maintenance
& Customer
Service
Plant Maintenance
& Customer
Service
Asset Management &
Materials Management
Asset Management &
Materials Management
C C A A R R E E && SS E E R R
V VI I C C
E E
IS-U/CCS as an integrated
component of the
SAP enterprise
information system
IS-U/CCS as an integrated
component of the
SAP enterprise
information system
PMPM
IS-U/CCS - Integration Model
Central business partner model (R/3) => the customer is the central data object. Cross-application component FI-CA for Contract Accounts Receivable and Payable
Designed for processing a large volume of postings from sales and collection activities for
a large number of customers
Industry-specific enhancements for the utilities industry enable the use of the standard R/3
component PM/CS (Plant Maintenance/Customer Service).
=> ideal prerequisites for processing service activities
PM/CS is integrated with the following components:
SD: Management of customer quotations and orders, and also execution of billing
CO: Allocation and settlement of costs related to service activities
MM: Processing of material requirements and goods movement related to service
activities
The results of service billing can be transferred to IS-U invoicing; further processing of debitsoccurs via FI-CA.
Material master records are managed in MM at the same time as device categories in IS-U;
purchasing and stockholding of devices are processed using MM components.
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Deregulation-enabled functionality
Integration of application areas
Homogeneous interaction between accounting and core logistics
processes
Business processes for all areas
Shorter lead times for business processes
Flexibility
Can be adapted to local deregulation rules
Can be implemented in all types of companies
Supports all types of service
Enables development of individual business strategy
Customer-orientation User friendly
Oriented to business processes
Competition-oriented
Informative
Communicative
Open architecture
The Strengths of mySAP Utilities
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CallCall--center functionalitycenter functionality
Faster and more direct access to all relevant information and
transactions required during contact with customers is
admissible. This includes customer overviews, changing
master data, displaying bills, entering meter reading results,
account information and so on.
Work items allow callbacks and outbound campaigns.
Master data templateMaster data template
Product modeling on the basis of configured materials and
pricing in SD. The master data generator is used to post-edit
campaigns.
ISIS--U content for BWU content for BW
Sales statistics, consumption statistics, transaction statisticsand so on
Sales and Marketing in IS-U/CCS (1)
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IS-U/CCS supports customer-oriented core businessprocesses of utility and service companies.
IS-U/CCS is an integrated component of the SAP
enterprise information system.
IS-U/CCS can be used for billing and managing
standard divisions as well as additional new services.
IS-U Overview: Unit Summary
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Basement
Apartment 2
Apartment 3
Apartment 1Hall
Service Connection: ElectricityService Connection: GasService Connection: Water
Supply
Grid
Street
Connection Object
= Premise
Device locationBasement
Device locationBasement
Device locationHall
Device locationHall
Business
partner
Contract 1:Electricity
Contract 1:Electricity
Contract 2:Gas
Contract 2:
Gas
Contract 3:Water
Contract 3:Water
Installation 1:Electricty
meter
Installation 1:Electricty
meter
Installation 2:
Gas meter
Installation 2:
Gas meter
Installation 3:
Water meter
Installation 3:
Water meter
Contract
account
Contract
account
The IS-U House
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• Name
• Address
• Personal data
• Communication
• Name• Address
• Personal data
• Communication
• Paymenttransactions• General data(account class,social security,
creditworthiness,driver's license no.,employee class)• ...
Prospect
• Type of company• Division license• Work field• License• Main utility company
• Identification• ...
Installer
• Branch of industry• Relationships• Contact history• ...
Business partner Business partner
Contract partner
Roles of the Business Partner
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General data Dunning/payment data
Contract
Account
Dunning data
Dunning control Dunning letter recipient Dunning block reason
Outgoing payments
Payment method Bank details Alternate payee
Account assignment
Where-used list for Ols Planning group Account determination Settlement category
Incoming payments
Payment method Bank details Alternate payer
Control
Alternative bill recipient Paid by collective bill
account Additional bill
General data Account name Account no. in legacy
system Terms of payment Tolerance group
Contract Account Data
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General Data Move-In/Move-Out Data
ContractContract
Billing Data
• Joint Invoice• Billing block reason• Outsorting group
Budget Billing
Data
• Budget billing Adjustment
• Budget billing cycle
Acct Assignment Data
• Account determination ID• Cost center • Business area
GeneralContract Data
• Contract account• Division• Company code• Plant/comp. consum.• Statistics group• Authorization group
Scheduling Data
• Contract start/end date• Renewal dates• Cancellation dates
Data Relevant to Billing
Deregulation
Fields
Contract Data
In the Statistics group field, you specify a statistics group for a contract. It is used for determining data for sales statistics.
The authorization group prevents unauthorized access to specified objects. To be able to carry
out any activity protected in this way, the user must have authorization for both the activity
and the authorization group.
Data relevant to budget billing (the budget billing cycle, for instance) maintained in the
contract overrides the default values defined in the portion or the Customizing settings.
The outsorting group determines which validations are to be carried out in billing. A contract
can also be outsorted manually.
The meter reading block reason specifies why the contract has been blocked for meter
readings. If you make an entry in this field then the contract can no longer be billed. The
contract will not be released again for billing until you enter a billing release reason (the billing
release reason overrides the billing block reason). A business area is an organizational unit that covers a restricted area of activity/responsibility
in your company. Value movements entered in Financial Accounting can be attributed to this
business area for the purposes of external accounting.
Scheduling data is provided mainly for information purposes. It allows you to display
information on when a contract was signed or cancelled, for example.
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PM data IS-U data
Connection
Object
Additional Data
• Structure/equipment list• Account assignment• Classification
Plant Maintenance• Structure• Maintenance planning
plant• Maintenance planning
group
Location Data
• Maintenance plant• Location description• ABC indicator
General
• Description• Processing status• Notes
Attributes
• Regional structure group• Authorization group
Address
• Street, house number • Postal code, city• Political regional structure
Connection Object Data
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General data Relationships
Premise
Additional Data
Notes Update log
Attributes
Premise type Owners Number of occupants
Location Data
Storey Room number Location description
Connection Object
Forms the link betweenthe premise and theregional structure
Technology
Can be assigned to adevice location
Installation
Can comprise severalinstallations to be billed
Premise Data
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General data Relationships
Additional Data
Installation type Guarantee of supply Notes Update log
Control Data
Supply or consumption Definition of base period Meter reading control
Process Data
Current premise Current business partner Current contract
Installation
Billing Rate category Rate data for devices
and registers Reference value
Regional Structure Linked via the premise
and connection object Override default meter
reading unit
Business Partner
Conclusion of the contractwith the business partner
Installation Data
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Point of
delivery
Technical
• Register
Header data• Structure category• History
Point of delivery ID
• Description• Point of delivery type• Point of delivery role
Deregulation
• Installation• Premise
• Service type• Grid (distributor)• Settlement unit
Point of Delivery Data
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© SAP AG 1999
IS-UIS-U
FI-CAFI-CA
SD, CS, PMSD, CS, PM
Cross appl.Cross appl.Contract
account
Business
partner Regional
structure
Connection
object
Connection
object
Connection
Device
location
Premise
Contract(utility)
Installation
Device
Meter
reading
Integration with
Logistics
Device
category
Point of
delivery
Business Objects in IS-U/CCS
Service
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Efficient user interface, short training period All common service functions directly accessible
Entry with incomplete data and comprehensive search help
User-specific adjustment of the interface and of the
available business processes
Connection to external communication systems (e.g.
Computer Telephony Integration, Internet)
Customer Interaction Center: Requirements
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Carry OutFrontOffice
Processesif Required
IdentificationIdentification InformationInformation
Supported by:
Predefined and company-specific business processes (for
example name changes, changes to bank details, move-in
processing, interim billing, various types of complaints)
Typical Uses of the CIC: Front Office Process
Unit 1: Identification (selection area)
Task: Selects data using flexible search criteria.
Unit 2: Navigation area
Task: Provides specific information in response to customer inquiries. Starts complex business processes, for example SAP
Business Workflow.
Unit 3: Application area
Task: Provides overview pages containing inbox for SAP business workflow, CIC contact management, and so on.
Unit 4: Action box
Task: Calls specific business processes.
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Move-in
Installation
Contract
Contract
account
Business
partner At move-in, a contract is
concluded for each
installation selected at one
or more premises
Move-In Definition
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Connection
object
Connection
object
PremisePremise
InstallationInstallation
DeviceDevice
The following technical master data must be entered before
move-in:
Connection object
Premise
Installation
The device can be installed
before move-in, but this is nota prerequisite.
Move-In: Prerequisites
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0.2
© SAP AG 1999
Move-out Move-outcomplete
Customer reportsmove-out
Contact data
Contract Final meter reading results
Finalbilling
Budgetbillingplan
Move-outconfirmation
Customer moves out
Con trac t
Bankdetails1
Pa ymen t me thod 1
Alternativepa yer 1
....FI-CA document1
FI-CA documen t 3
31July
BBamount$250
X
X
The Move-Out Process
Essential steps for move-out:
Identify and choose customer and contract
Enter move-out date
Enter final meter reading results
Optional steps for move-out:
Add contact data
Edit the customer moving out and the contract account
Prepare and carry out final meter reading
Carry out final billing immediately and print and issue final invoice
Create move-out confirmation
IS-U will do the following for you:
Terminate the contract
Stop any budget billing collection
Suspend any current dunning procedure
Change any dunning procedures that may affect open items
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In the move-in/out transaction, you have the following processing options:
Move-in/out for premise.You can process the move-out or move-in of two different business
partners into one premise.
Move-in/out for business partner.You can process a move-out for a business partner from
one premise and their move-in to another premise.
© SAP AG 1999
Business
partner
Business
partner
Contract
account
Contract
account
ContractContractContract
Connection
object
Connection
object
PremisePremise
InstallationInstallation
DeviceDevice
Move-in
Move-In: Master Data
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Acquisition, planning, calculation, execution of internal andexternal work orders
Creation of bills for customers
Examples:
Creation and extension of service connections
Energy consulting
Unscheduled meter reading
Disconnection and reconnection
Maintenance
Repairs
Installation, extension or removal
of technical equipment
What Areas does the Work Management SystemCover?
The day to day business of a utility company includes processing a large number of work
orders. The orders must be accepted, planned, calculated, executed and when necessary, billed
to a customer.
There are two different types of work orders; internal work orders and external work orders
(which relate to Customer Service). External work orders are mapped with service orders in
the Customer Service (CS) component. Internal work orders are mapped with plant
maintenance orders in the Customer Service (CS) component.
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0.3
© SAP AG 1999
Technical installations
(equipment)
0539802
125.256.01
0716192
0539802
125.256.01
0716192
Connection obj.
(func. loc.)
Premise
Connection
(equipment)
Premise
Devices (equipment)
Dev. loc.
(func. loc.)Transformer
(equipment)
Connection Object
The technical installation is division-dependent. A maximum of one technical installation can be created for each division in each
premise. An equipment is created in PM automatically.
Since the technical installation is a piece of equipment, it can be subject to regular
maintenance, for example.
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0.5
© SAP AG 1999
IS-U/
CCS
IS-U/
CCS
SD
PM/CS
FI-CAFI-CAFront officeFront office
O R
IS-U/
CCS
IS-U/
CCS
W o r k f l o w M a n a g e m e n tW o r k f l o w M a n a g e m e n t
Work
order
Invoicing:
installation
Supply
services
Request for quotation
Quotation Order Billingrequest
Invoicing:
Installationservices
Document
1
2
4
5
6
7
8
9
10
QtyOrdered
TotalSALESPERSONDATE
SalesTax
Subtotal
TotalPrice
DescriptionQtyShipped
P.O.#:
PremiseCustomer
UTILITY BILL
Customer Customer
3
The Installation Services Process
Management of a service connection could be performed as follows:
(1) A customer requests a quotation for the installation of a service connection. The customer service representative identifies the customer in the CIC or creates the corresponding
customer master record (if the customer is not already defined in the system).
(2) The customer service representative creates a customer quotation in the Sales &
Distribution (SD) component.
(3) A quotation notification is created and sent to the customer. A service order can be
generated automatically in the background in the CS component (6).
(4) The customer accepts the quotation.
(5) The customer service representative generates a sales order. Order items can be
automatically transferred from the quotation.
(6) A service order is created automatically in the background if this was not created with the
quotation (3).
(7) The service connection is made on site.
(8) If the service is invoiced according to consumption (i.e. if the actual costs incurred are to
be billed), a billing request is created in the SD component.
(9) The invoice is triggered and posted in the SD component. If the service is not invoiced
according to consumption, but on a flat rate, the invoicing procedure is based on the sales
order. As an alternative to invoicing in SD, it is also possible to create the invoice for the
service in IS-U/CCS and to offset it with consumption billing.
(10) The invoiced amount is then entered as a debit amount in the FI-CA component.
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0.6
© SAP AG 1999
Accept
quotation
Create
quotation
Create
service order
Create
service conn.
Customer
Agent
Agent
Agent
Agent
Customer
System
Technician
Create
customer order
Confirm
service order
PaymentTrigger
invoicing
WorkflowWorkflow
Create Service Connection
The "service connection" business process (such as new installation of a service
connection or extension of an existing service connection) can be further divided intothree subprocesses:
Management of quotations
Order processing
Order completion and invoicing
The order processing subprocess includes the external customer order and the internalservice order.
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0.7Interfaces
0.8
©SAP AG 1999
SCADASCADA
AM/FMGISAM/FMGIS
Decentralized
resource
planning
Decentralized
resource
planning
Outage
analysis
Outage
analysis
Work
Management
Work
Management
R/3
Standard
Applications
Service orders
confirmations
Outagenotificationsand orders
Outage
confirmations
Transformer
station
outages
Connection information
Situation
monitoring
Geographical
data
Service orders
Completion
confirmations
MDI Mobile
devices
Mobile
devicesCustomer
service
Customer
service
Possible Configuration of an Interface Scenario
MDI: Mobile Data Interface
SCADA: Supervisory Control and Data Acquisition
GIS: Geographical Information System
AM/FM: Asset Management / Facility Management
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© SAP AG 1999
IS-U
Device management
IS-U
Device management
Device categoryDevice category
DeviceDevice
LogisticsLogistics
MaterialMaterial
EquipmentEquipment
Integration with Logistics
IS-U functions of device management include:
Technical data such as the register group, the input/output group, and command group and
so on.
Installation, as well as removal and replacement of devices
Installation structure for modeling devices and register relationships, in addition to rate data
Organization and carrying out of meter readings in the service territory
Inspection: sampling procedure, certification, periodic replacement
Integration of IS-U/CCS Device Management with the standard R/3 Logistics component
makes it possible to use the following:
Inventory Managment (MM-IM component)
Purchasing (MM-PUR component)
Warehouse Managment (MM-IM and MM-WM components)
Plant Maintenance (PM component)
Classification system
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MaterialMM
Device categoryIS-U
Input/output
group
Register groupRegister group
Winding groupWinding group
Command
group
Informative
Possible Elements of the Device Category
Function-relatedFunction-related
Certain functional element groups are required, depending on the basic device category.
Examples:
Devices of the basic device category METERS must be allocated to a register group.
However, an input/output group may be assigned for technical descriptions of the available
device interfaces, if desired.
Allocation of a winding group in which the billing data is recorded is obligatory for devices
of the TRANSFORMERS basic device category. An input/output group can also be
maintained for information purposes (such as for service technicians), if required.
Data on device category elements can be arranged according to division category (the reactive
current/active current indicator can for instance only be maintained in the register group of the
electrical division).
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A device is an instrument that is used to measure consumption, process
data, or control and protect other instruments.
Devices are managed in the Plant Maintenance (PM) application component
as pieces of equipment with serial numbers.
Device
Device
category
Definition of Devices
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PM IS-U
Plant maintenance
• Maintenance plant• Maint. planning plant• Maint. planner group• Main work center
Processes
• Maintenance orders• Service orders
• Messages• Capacity planning
General• Inventory number • Weight/volume• Reference data• Manufacturer data• Stock information
General• Device category, basiccategory
• Lock status• Change documents• Time slices
Device-specific data• Group data, prod. year • Manufacturer, cat.desc.• Ownership status• Certification data
Processes• Installation and removal• Modification anddisconnection
• Certification• Meter reading
Device
• Material and serial no.• Equipment categoryand number
• Status
Header data
Device Data
The device master record is divided into various sections (tabs):
General data: technical data, reference data, manufacturer data
Location data: area assignment and account assignment elements
IS-U data:
Technical data: register group, winding group, command group (depending on the device
basic category)
Certification /inspection data: year of certification, certification status, lot, year of
replacement, inspection status
Processes: installation, removal, modification, and disconnection
Master data: business partners, connection object, device location, location, premisesMeter reading results, designated plants
Serialization data: allocated to material and serial number with stock information, plant
and location.
When devices are moved (e.g. goods receipt, goods issue, installation, removal), the
equipment status is updated (ESTO, AVLB, INST). The status of the device informs the user
that a certain business process has been performed. (Example: ESTO means that the device
was entered in the system via a goods receipt posting and is available in a warehouse).
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Technical data Process data
General
• Register category• Register type (time zone)• Pre-decimal places• Decimal places
Technology• Quantity unit
• Register code, such asreactive energy or activepower
• Display type, transformer
Meter reading
• Number of meter readingresults per meter reading
• Indicator: nonmeteringregister
Register relationships
• Relationship type• Relationship register • Operation code
Meter readings
• Recorded meter reading• Estimated meter reading• Multiple allocation
Meter reading• Reason
• Type of reading, meter reader • Date• Status
Register Register
Register
configuration
Sample register
relationship
Register Data
Examples of register relationships:
Active/reactive relationship
Serial switching relationship
On-peak/off-peak
relationship
Control relationship
VCF relationship (thermal gas billing)
VCF calculation relationship (thermal gas billing) You can assign individual validations to each register relationship to check the meter reading
results.
Example: Meter reading results from two registers that are connected by a control relationship
can only differ by a maximum of 1%. If this tolerance is exceeded, the meter reading result is
not accepted and is assigned the status "implausible".
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Billing
document
(Utility supply)
FI-CA
document
FI-CA
document
IS-UIS-U
FI-CAFI-CA
Cross appl.Cross appl.
Contract
account
Contract
account
Businesspartner Regionalstructure
Connection
object
Connection
Device
location
Premise
Contract(Utility supply)
Installation
Device
Register Integration
with Logistics
Device
category
MR
service
Register
group
Point of
delivery
Central Data Objects - Integration in Logistics
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MMMM
ISIS--UU
Device management
Installation
Purchase
order
Purchase
order
Goods
receipt
Goods
receipt
Goods
issue
Goods
issueTransfer Transfer
InstallationInstallationInspection/
certification/
reprogramming
Inspection/Inspection/
certification/certification/
reprogrammingreprogramming
Removal/
replacement
Removal/
replacement
RetirementRetirement
PMPM
Purchase
requisition
Purchase
requisition
Device Life Cycle
Devices are created in an integrated system using standard R/3 components, such as
Purchasing (MM-PUR), Inventory Management (MM-IM) and Plant Maintenance (PM).
Devices are created as pieces of equipment in the system by posting a goods receipt for any
number of devices of a particular device category. The entire goods procurement process can
be performed in an optional first step (purchase requisition ordering and so on).
A prerequisite is that the device category has already been created and therefore exists as a
material master in the MM component. The serial number profile of the material master (in
Customizing) ensures that the device in question is supplied with the necessary IS-U data.
If the Materials Management (MM) component is not implemented, it is also possible to create
devices directly in IS-U/CCS. However, IS-U/CCS does not provide inventory managementfunctionality.
Although device installation is performed within IS-U/CCS, it is, however, based on a
modified version of the PM component.
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MMMM
Purchasing: purchase orders, inquiries/quotations, outline agreements Warehouse logistics: transport, stocktaking, transfer posting Inventory management: goods movement, reservation
Valuation, stocktaking, material requirements planning
PMPM
Maintenance of technical objects and equipment Work planning, maintenance planning
Maintenance processing
CSCS
Service contracts: contracts, maintenance plans Service processing: notifications, orders, completion
confirmations Service planning: scheduling, work plans
Specification of the device:device category, device Installation: installation, removal, replacement, installation structure Meter reading: organization, meter reading orders, entry of meter
reading results Inspection and certification: internal or external periodic replacement
procedure or sampling procedure
IS-UIS-U
Documentation for the Device Lifecycle
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Connection
object
Device
location
Device
The device location is the location
in the connection object that is
independent of a divisionand in
which any number of devices can
technically be installed.
Executeserviceorder
Determine
device location
Definition of the Device Location
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Devicelocation
Reference to premise
• The device location canbe allocated to apremise if required
Integration with PM
• The device location isdefined as a functionallocation below theconnection object
Independent of
division• Installation location for
devices of all divisions• Installation location for
all device categories
Location data
• Exact location andlocation supplement
• Long text• Link to regional structure
Device Location Data
Executeservice
order
Determine
device
location
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The following steps are performed automatically in the background for a device replacement:
Billing-related removal of the old device: This terminates the business relationship between
the device and the business partner's installation (and therefore the contract).
Technical removal of the old device: This removes the link to the device location, (and
therefore to the connection object). All existing register relationships are terminated and thecurrent time slice for the device is removed. At the same time, a new time slice begins. The
status in the device master record is changed from EEGB (equipment installed) to EFRE
(equipment free).
Technical installation of the new device: The connection of the new register to the device
location (and therefore the connection object) is established. The device receives the status
EEGB. At the same time, a new time slice is opened for the device, beginning on the
installation date. Any register relationships are transferred from the old device to the new
meter.
Billing-related installation of the new device: The new device is connected to the business
master data (installation, contract, business partner). Data that is relevant to rates (such as
the rule for determining the settlement price, rate data at device and register level,information about extrapolation of consumption values) is transferred to the new device.
Processing steps that are performed automatically for a device replacement can also be
performed separately (for instance by different customer service representatives). Individual
transactions, such as technical installation, billing-related installation, and full installation (=
both steps in one transaction) can be used to perform each step of the installation and removal
processes separately.
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Business
partner
Business
partner
Contract
account
Contract
account
Installation
1
Installation
1Installation
2
Installation
2
Contract 2(Company code 2)
Distribution and
customer service
Contract 2(Company code 2)
Distribution andcustomer service
Contract 1(Company code 1)
Generation and
transmission
Contract 1(Company code 1)
Generation and
transmission
PremisePremise
Device
location
Device
locationConnection
object
Connection
objectDevice 1
Billing-related
installation
Technical
installation
Billing-relatedinstallation
Technical and Billing-Related Installation
Devices can be allocated to several installations from a billing perspective (billing-related
installation). However, each device can be allocated to only one device location from a
technical point of view (technical installation).
In the example above, the utility services of the division are divided into two areas, each of which
is supplied by a different service provider. These two basic services are "generation and
transmission'" and "distribution and customer service". The contracts for each of these basic
services are managed under different company codes.
This model clarifies how deregulated energy supply can be reflected in IS-U/CCS. The billing-
relevant data in the utility installation and in the installation structure can be established
individually for both contracts. Since one contract exists per installation, a separate installation in
the relevant division is created for each contract. Accordingly, any meters installed are allocatedtwice from the point of view of billing.
When both contracts are managed in the same system, one of the companies can carry out billingand customer service on behalf of the other, or a third company can carry out these tasks for both
companies. The customer then receives only one bill for both services and has one contact person
for all queries.
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Supply
grid
Street
Electricity
Audio frequency ripple
control receiver
Device allocationRegister relationship
Electricity
Serial switching
Example of an Installation Structure
The installation structure comprises all technical and billing-related data for a utility contract.
In the example above, switching between the two rates of the double-rate electricity meter is
controlled by an ARCR (audio frequency ripple control receiver). For information purposes,
this is described in the system as a device allocation of the ARCR type. At the same time, one
of the registers of the double-rate electricity meter has a serial switching relationship with
another register. The consumption of the serial switching register (secondary register) is
automatically deducted from the consumption of the main register during the billing run.
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Device allocations Register relationships
Reactive/active
relationship
Serial switching
relationship
On-peak/off-peak
relationship
Control relationship
VCF relationship
VCF calculation
relationship
Customer-specificrelationships
Audio frequency ripple
control receiver
Transformers
Pressure regulator
Customer-specific
allocations
Technical Installation Structure
Device allocations describe relationships between installed devices. A device allocation is
always composed of a controlling and a controlled device (Example: A calculation factor,
which is taken into account in consumption billing, is defined in the installation structure at
register level for the "transformer" allocation category).
In a reactive/active relationship, all active registers of a register category and all reactive
registers of the same register category are added and the total is used to perform the cosine phi
examination.
The serial switching relationship is automatically subordinate to all other relationships during
meter reading and validation.
The on-peak/off-peak relationship describes the relationship between registers of differentregister categories (e.g. on-peak and off-peak registers).
In a control relationship, all registers are added and the totals compared with the designated
control register.
The VCF relationship (gas division only) is needed for billing difference quantities that result
from different meter readings for the operating volume meter of the corrector and another
external operating volume meter.
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The VCF calculation relationship (gas division only) is needed for billing difference quantities
that result from different meter readings for the operating cubic meter meter of the corrector and
another external operating cubic meter meter.
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Rate data
Relevance to
settlement price
Relevance to billing
Price class
Rate type
Rate fact group
Discount
Extrapolation data
Expected period
consumption
Fixed consumption
values weighted linearly
(absolute or relative value)
Billing-Related Installation Structure
Rate and extrapolation data are usually determined during maintenance of the installed device.
However, these can be changed at any time under "installation structure" in the menu.
During device installation (or afterwards), the "relevance to settlement price" indicator
determines whether a settlement price should be charged or not.
If the "relevance to billing" indicator is activated at register level, a plausible meter reading
result is expected for billing.
The price class can be defined at the device category, device, or register level. The priceclass, together with the price level, determines the settlement price (e.g. meter rental) from
the rate.
The rate type is maintained at device or register level and controls rate determination,
together with the installation's rate category.
The rate fact group is also assigned at device or register level. The rate fact group contains
specific values (e.g. constants) and/or keys (e.g. price keys) that are assigned to a rate.
Discounts can be assigned at register level for quantities and services ("register discount").
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Meter
reading
UnscheduledScheduled
Indicator Predefined meter reading
strategy
Date and area scheduled inregional structure
Resources can be planned
Process
Create meter readingschedule
Specify meter readingsequence
Create mass meter reading
orders Enter results
Check results
Release for billing
Indicator There are special reasons for
the meter reading request,such as a move-in/out
Date and area cannot bescheduled
Meter reading cannot beplanned
Process
Create a single meter readingorder
Enter consumption
Check results Release for billing
Types of Meter Reading
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MR unit A.3
Portion A
MR unit A.2
MR unit B.1
MR unit B.3
Portion B
MR unit B.2
MR unit B.4B
Portion C
MR unit B.5
MR unit C.3
A
MR unit A.1
MR unit C.2
MR unit C.1
Portions and Meter Reading Units
A portion normally contains several meter reading units, which are structured according to
location and/or scheduling requirements.
Meter reading units in a portion do not have to be located near one another; their grouping can
also depend on other factors, such as billing conditions.
Example:
Portions A and B represent different city districts consisting almost entirely of households
and small businesses (such as residential customers). Meter reading units in these portions
are structured in such a way that they correspond to the daily work quota of the meter reader.
Since other meter reading cycles and billing conditions apply to nonresidential customers,
major customers (such as industrial and business groups) within the area concerned are
allocated to a separate portion (C).This portion consists of three meter reading units that are not in close proximity to each
other. They are "islands" inside portions A and B.
The utility company bills residential customers periodically. Portion A is billed on June 15;
portion B is billed on July 15.
Non-residential customers are billed monthly. This means that portion C is billed on June
15, July 15, and so on.
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Portion
P_AUG01
Portion
P_AUG01
MR unit
A_AUG01
MR unit
A_AUG01
P1P1
Parameter recordParameter record
Schedule master records
A_AUG01 2002A_AUG01 2002
A_AUG01 2001A_AUG01 2001
A_AUG01 2000A_AUG01 2000
MR unitMR unit
Schedule records
P_AUG01 2002P_AUG01 2002
P_AUG01 2001P_AUG01 2001
P_AUG01 2000P_AUG01 2000
PortionPortion
Generation of
schedule records
Generation of Schedule Records
Schedule records are generated from the settings in the parameter record and schedule master
records (portion and meter reading unit).
Schedule records refer to specific dates, which control meter reading and billing.
Schedule records must be generated for portions and meter reading units before meter reading
orders can be generated.
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20012001
Portion A
07/27 07/28 07/29 07/30 07/31 08/01 08/02 08/03
Portion A
07/27 07/28 07/29 07/30 07/31 08/01 08/02 08/03
20022002
Portion A
07/27 07/28 07/29 07/30 07/31 08/01 08/02 08/03
Scheduled
meter
reading
date
Billing periodBilling period
Meter reading period for meter reading unit 1Meter reading period for meter reading unit 1
Meter reading period for meter reading unit 2Meter reading period for meter reading unit 2
Meter reading period for meter reading unit 3Meter reading period for meter reading unit 3
for all meter reading unitsfor all meter reading units
End of
meter
reading
period
End of billing
period
Meter readingMeter reading
BillingBilling
Meter readingMeter reading
BillingBilling
Scheduling: Annual Billing
Schduled billing date
End of billing period: This is the date on which the portion is to be billed for the first time.
This date, together with the length of the billing period (that is, the period length), determines
the date of the next billing (start of the next billing period = end of the billing period + 1 day).
The scheduled billing date is the date on which the contracts belonging to a portion are billed.
This takes the SAP calendar into account.
The end of the meter reading period corresponds to the end of the billing period, and is used as
a basis for defining dates of subsequent meter reading periods.
The scheduled meter reading date is the date on which the schedule specifies the register is to
be read. It is also the date for which periodic meter readings are generated in scheduling. It
forms the basis for calculating the expected consumption during meter reading order creation;
it also acts as the final date for determining the budget billing amount.
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S t r e e t r o u t e
MRunit
A
MRunit
A
Meter Reading Organization: Street Route
City distr. 1
Street 1
Street 2
Street n
City distr. 2
City distr. n
Device 1
Device 2
Device n
Device
location
1
Device
loc. n
Device
loc. 2
Connection
object 1
Connection
object 2
Connection
object n
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Meter reading organization:
Scheduling
Street route
Meter reading procedure
Processing the meter reading
Checking of meter reading results
Extrapolation of meter reading results
Special functions
Meter reading by customer via the Internet
Reversal function
Meter Reading: Process
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Meter
readingdue
Create
meter readingorders
Output
meter readingorders
meter readingdocuments
Download
meter readingdata
Read meter Read meter
Enter
meter readingresults
Upload
meter readingresults
Checkmeter reading
results
Manual
meter reading
due
MDE
meter readingdue
Results
determined
Overview: Scheduled Meter Reading
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Meter
readingdue
Create
meter readingorders
Output
meter readingorders
meter readingdocuments
Download
meter readingdata
Read meter Read meter
Enter
meter readingresults
Upload
meter readingresults
Checkmeter reading
results
Manual
meter reading
due
MDE
meter readingdue
Results
determined
Meter reading
orders
Single meter reading orders
Mass meter reading orders
Single order data
Selection via the meter reading unit,
contract, installation or device
Additional dates for billing control
Mass order data
Selection via From meter reading unit and
To meter reading unit
Schedule task in task management
Specification of meter reading reason
Creating Meter Reading Orders
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• Cover sheet
• Meter reading
documents
MDE • Meter reading notification
• Card for meter readingby customer
Output media
Meter reading information
(selection)
Expected reading with area
Any number of previous meter
reading results
Street route
Notes for the meter reader
(dynamic / static)
Issuing the Meter Reading Orders
Meter reading
due
Create
meter readingorders
Output
meter readingorders
meter reading
documents
Download
meter reading
data
Read meter Read meter
Enter
meter readingresults
Upload
meter readingresults
Checkmeter reading
results
Manual
meter reading
due
MDE
meter reading
due
Results
determined
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Automatic Upload interface
Automatic estimation
Manual
Fast entry
Fast entry without correction
Fast entry with correction
Single entry
Result correction
Plausible results
Implausible results
Meter reading by customer
Via the Internet
Via WAP telephone
Types of Result Entry
Meter
readingdue
Create
meter readingorders
Output
meter readingorders
meter readingdocuments
Download
meter readingdata
Read meter Read meter
Enter
meter readingresults
Upload
meter readingresults
Checkmeter reading
results
Manual
meter reading
due
MDE
meter readingdue
Results
determined
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Entry of meter reading results
Manual
Automatic
Types of validation
Fixed checks
Independent checks
Dependent checks
Correction Correction and release of meter reading results
Estimation of meter reading results
Correction aids
Checking Meter Reading Results: Overview
Meter
readingdue
Create
meter readingorders
Output
meter readingorders
meter readingdocuments
Download
meter readingdata
Read meter Read meter
Upload
meter readingresults
Checkmeter reading
results
Manual
meter reading
due
MDE
meter readingdue
Results
determined
Enter
meter readingresults
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Checks can be configured for individual customers and customer groups
Permitted deviations between measured values and target values can be
configured using tables
Return control/monitoring of implausible results
Examples:
• Consumption from
previous period• Demand from previous
periods• Demand compared with
agreed demand
Examples:
• Consumption from
previous period• Demand from previous
periods
• Demand compared with
agreed demand
Examples:
• Cosine phi for
energy/demand• Usage hours
• Control meters
Examples:
• Cosine phi for
energy/demand• Usage hours
• Control meters
Device: 4711000
Meter
reading: 78133
PlausiblePlausible
resultresult
ImplausibleImplausible
resultresult
Correction aidsCorrection aids
IndependentIndependent
checkschecksDependentDependent
checkschecks
Check Meter Reading Results: Process
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Selection of meter reading orders
via the following data objects:
Contract
Installation
Device
Portion
MR unit
Business partner
Display (single or all):
Billing order
Meter reading orders
Meter reading results
Monitoring Meter Readings
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Internet
Transaction
server
Internet
Transaction
server
E E - - m a
i l m a
i l
Customer Customer
Meter readingrequest
Meter readingrequest
Read meter
Entry of meter data
Entry of meter data
IS-U/
CCS
ISIS--U/U/
CCSCCS
InternetInternet Energy supplierEnergy supplierInternet customerInternet customer
Meter Reading by Customers over the Internet
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Customer Customer
Read meter
IS-U/
CCS
ISIS--U/U/
CCSCCS
Wireless ApplicationProtocol
Wireless ApplicationProtocol Energy supplierEnergy supplierInternet customerInternet customer
W A P
T r a n s f e r m e t e r r e a d i n g s
Meter Reading by Customer over WAP Telephone
Internet
Transaction
server
Internet
Transaction
server
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New meter
reading order
Incorrect
mass
selection
Incorrect
single
selection
Reverse
meter reading
order
Correct
selection
Restartorder
creation
Meter reading
order deleted
Reversing Meter Reading Orders: Process
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Scheduled meter readings are controlled via meter reading
units
In meter reading preparation, documents are created for:
Meter reading by the company via meter reading lists
Meter reading by the company via MDE
Meter reading by customer via meter reading cards
Meter reading by customers via the Internet
Meter reading processing includes:
Automatic upload of data from external systems
Manual fast entry with and without correction
Manual single entry and meter reading estimation
Configurable validations reduce the potential for error
Meter Reading: Unit Summary
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1
© SAP AG 1999
Contents:
Billing
Overview
Basic components of billing
Special functions
Invoicing
Overview
Invoicing functions
Creation of contract accounts receivable and payable (FI-CA)
and print documents
Billing and Invoicing
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© SAP AG 1999
At the conclusion of this unit, you will be able to:
Describe the billing process
Billing procedure, simulation
Credit memo, manualbackbilling
Outsorting, billing reversal
Explain the invoicing process
Invoicing tasks and procedure
Special features of invoicing
Use of invoicing documents
Billing and Invoicing: Course Objectives
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© SAP AG 1999
Contract billing of the supply and services
provided is the most important function of a utility
company.
Integrated processing of both residential and non-
residential customers requires several billing rules.
Increased competition requires the billing process
to be flexible and efficient.
Different types of simulation enable the correctbilling to be performed.
Billing: Introduction
SAP Utilities
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© SAP AG 1999
Move-out processing in the customercenter
Move-out date and meter readings reported by
telephone
Implausible meter reading requires meter reading by
the company
Meter reading processing
Create meter reading order
Enter or estimate meter reading results
Start of billing and invoicing
Final billing, followed by invoicing
Billing: Business Scenario
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Discounts,
surcharges
Discounts,
surchargesGeneral
duties
General
dutiesProrationProration Franchise
fees
Franchise
feesPrice
adjustment
Price
adjustment. . .. . . . . .. . .
Electricity
Gas
Water/
Waste water
District
heating
Cable
television
MultimediaCharges
Taxes
Duties
Divisions
Residential
customer
Non-residential
customer
Energy
suppliers
Business
partner
Consumption
services
Flat rates
Billing rules, variantsBilling rules, variants
IS-U/CCS: Billing
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© SAP AG 1999
Billing procedures:
Month-based
Key date
Period
For exact number of days
Season-based
Comparative (best rate)
For employees
Floating (backbilling, period-
end billing)
Special functions
Interim billing
Outsorting for bill verification
Simulation
Manual backbilling
Manual credit memo
Reversal
Unbilled revenue reporting
Billing Procedures: Overview
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Meter reading
Billing
Invoicing
Billing order processing that involves valuation
of consumption and demand for each contract,
and creation of billing documents for invoicing.
Definition of Billing
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Billing
Determination of
billing periods
Determination and
conversion of
quantities
Creation of billing
documents for
invoicing
Determination of:
•Rate data
•Price data
Determination of
change date and
proration to that
date
Valuation of
quantities with
prices
Billing Tasks
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© SAP AG 1999
MO TU WE TH FR SA SU
1
8
15
21
28
2
9
16
22
29
3
10
17
23
30
4
11
18
24
31
5
12
19
25
6
13
20
26
7
14
21
27
Length of period for periodic billing
x days; 1, 2, 3, 4, 6, or 12 months
Length of period for period-end billing
x + x days; 1, 2, 3, 4, 6, or 12 months
Billing for an exact number of days
based on the date of the meter reading
Month-based billing dependent on key date
Month-based billing
dependent on intervals
Billing Periods
The billing period for which the utility bills the customer can be determined in a number of
ways. These are:
For an exact number of day s
Determines the exact length of the billing period in days, for example the period between the
last billed meter reading and the current day of meter reading.
Month-based
Bills a specific number of complete months. If the case of a move-in or move-out, the month-
based procedure can be billed based on the number of days.
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Periodic billingRecurring periodic billing
Floating backbillingSpecial form of monthly periodic billing in whichbackbilling is performed for previous monthsusing a current value.Example: monthly comparison of n peak averages
Period-end billingAfter completion of the billing cycleExample: 13th billing, backbilling for a year
Interim billingUnscheduled billing at any timeExample: initiated by customer request
Final billingExamples: customer move-out or termination of contract; service territorytransfer
Forms of Billing
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© SAP AG 1999
Best-rate billingThe most favorable rate is chosen for thecustomer on the basis of several billing rules.
Quantity-based rate for basic priceThe annual quantity consumed is used to determinethe billing rule that applies.
Demand-based rate determinationThe measured demand is used to determine the billing rule thatapplies.
Season-based billingExamples: Different prices for each season, different billing rulesfor each season.
Special Forms of Billing
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© SAP AG 1999
2001
Portion 1
7.27. 7.28. 7.29. 7.30. 7.31. 8.1. 8.2. 8.3.
Portion 1
7.27. 7.28. 7.29. 7.30. 7.31. 8.1. 8.2. 8.3.
2002
Portion 1
7.27. 7.28. 7.29. 7.30. 7.31. 8.1. 8.2. 8.3.
Scheduled
MR
date
Billing periodBilling period
Meter reading period for MR unit 1Meter reading period for MR unit 1
Meter reading period for MR unit 2Meter reading period for MR unit 2
Meter reading period for MR unit 3Meter reading period for MR unit 3
for all MR unitsfor all MR units
End of
MR
period
End of scheduledbilling
period
Meter readingMeter reading
BillingBilling
Meter readingMeter reading
BillingBilling
Generation of Schedule Records
Scheduled billing date
End of the billing period: Portions should be billed for the first time on this date. The length
of the scheduled billing period (period length) in conjunction with this date determine the date
of the next billing.
Scheduled billing date:
Date on which billing of contracts that belong to a particular portion should begin.
This date is calculated as follows during generation of the schedule records: Date of the end
of the billing period of the schedule record, minus the number of days between the end of
the billing period and the scheduled billing date of the schedule master record.
The SAP calendar is used for this.
End of the meter reading period: Used as the baseline date for determining the schedules of
the following meter reading periods. This date may not be later than the end of the billing period for the allocated portion.
Scheduled meter reading date: Date on which all extrapolations and estimations are
performed.
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Implausible
MR
results
Implausible
MR
results
Plausible
MR
results
Plausible
MR
results
MR
order
MR
order
Billing order Billing order Billing order Billing order Billing
document
Billing
document
MR
order creation
MR
entryBilling Invoicing
MR
correction
Billing Process: Overview
Bill printoutBill printout
Bill
printout
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© SAP AG 1999
Generationof billingline items
Generationof billingline items
Validationof meterreadingresults
Validationof meterreadingresults
Executionof variantprograms
according toschema
Executionof variantprograms
according toschema
Quantityconversion
andproration
Quantityconversion
andproration
Dataentryand
analysis
Dataentryand
analysis
Data relating tocustomer and
installation
Rate data Procedure data
Contract
Rate
deter-
mination . . .
Schema 1
Rate Var.pr. Values
Rate 1
1 VarProg. A x12 VarProg. B x2
. . .Rate 2
1 VarProg. A x32 VarProg. C x43 VarProg. D x5
. . .
. . .
. . .
Rate n
1 VarP rog. A xxx
E
X
E
C
U
T
I
O
N
Installation R a t e c a t e g o r y
R a t e t y p e
Prices and
rate facts
Rate 1
Rate n
Universal Billing Engine
Inst. structure
Rate cat. facts/Installation facts
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© SAP AG 1999
Energy price
Demand price
Service price
Season-based
values and variants
Block and scale
prices
Usage hours
Best-rate billing
Decision variants
Billing
General Billing Functions
Energy price
Measured or calculated consumption is valuated using energy charges. For example:
Adjustment of calculated consumption over the course of the billing period
Comparison with maximum/minimum purchase quantities and further processing of
difference quantities
Breakdown/valuation of energy quantities using different percentage rates or time criteria
Demand price
Measured or calculated demand is valuated using demand prices. The number of the measured
demand values used for calculating the demand to be billed is variable. For example:
Comparison with minimum demand, maximum demand, or other demand established in the
contract, and further processing of the difference demand (such as excess demand) Breakdown and valuation of demand using different percentage rates
Service price
Any number of demand replacement values can be valuated with time-based prices for the
supplying of energy. The demand replacement values can also be levied as a flat rate.
Block and scale prices
Season-based values and variants
Decision variants
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© SAP AG 1999
Billing
Billability check
Consideration of
register
relationships
Manual credit
memos and
backbilling
Billing of company
and plant
consumption
Determination of
taxes, duties, and
charges
Energy feeding
from small power
producers
Special Billing Functions
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© SAP AG 1999
SimulationBilling
ISIS--UU
Billing typesReversebilling
Billingdatereached
Enterselectioncriteria
Choosebillingtype
Billingchosen
Simulationchosen
Startbilling
Startsimulation
Checkbillingdocuments
Check simulationdocuments
StartinvoicingsimulationBillingdocuments
implausibleBillingdocuments
correct
Billing documentsincorrect
Outsortdocuments
Startinvoicing
Choose
billing type
Description:
Creation of billing documents usedonly for further processing ininvoicing
Description:
Creation of simulationdocuments that are only used for further processing in invoicingsimulation
Processing steps:
Billing order is retained andand can still be used for simulation
Meter reading results can stillbe changed
Simulation document iscreated
Processing steps:
The billing order is deleted andcannot be billed again
Meter reading results cannot bechanged again
Billing document is created
Billing and Simulation
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© SAP AG 1999
Reversebilling
Billingdatereached
Enterselectioncriteria
Choosebillingtype
Billingchosen
Simulationchosen
Startbilling
Startsimulation
Checkbillingdocuments
Check simulationdocuments
StartinvoicingsimulationBillingdocuments
implausibleBillingdocuments
correct
Billing documentsincorrect
Outsortdocuments
Startinvoicing
Choose
simulation
type
ISIS--UU
Simulation
types
Simulation
Billingsimulation
Description:
Billing can be simulated without abilling order for any group and for any period of time.
Processing steps:
Simulation period can befreely defined
Extrapolation that takesaccount of meter readingresults
Period can already have beenbilled
Description:
Billing is simulated on the basisof a billing order that can beprocessed.
Processing steps:
Period is determined by thebilling order
Meter reading results relevantto billing are required
Valuation of billing
Billability check
Simulation Types
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© SAP AG 1999
Reversebilling
Billingdatereached
Enterselectioncriteria
Choosebillingtype
Billingchosen
Simulationchosen
Startbilling
Startsimulation
Checkbillingdocuments
Check simulationdocuments
StartinvoicingsimulationBillingdocuments
implausibleBillingdocuments
correct
Billing documentsincorrect
Outsortdocuments
Startinvoicing
Check
documents
Simulationdocument
Simulation
Billingdocument
Billing
Description:
Simulation produces a simulationdocument
Billing produces a billing document
Purpose
Documents the procedure
Saves and validates the results
Used for further processing of billing line items
Document Types
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© SAP AG 1999
Internal billing
data
Account data
Print data
Meter reading
data
Device data
Price data
Billing
line items
Documents
from
• Simulation
• Billing
Reversebilling
Billingdatereached
Enterselectioncriteria
Choosebillingtype
Billingchosen
Simulationchosen
Startbilling
Startsimulation
Checkbillingdocuments
Check simulationdocuments
StartinvoicingsimulationBillingdocuments
implausibleBillingdocuments
correct
Billing documentsincorrect
Outsortdocuments
Startinvoicing
Check
documents
Rate data
Document Information
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© SAP AG 1999
Documents
from
• Simulation
• Billing
Reversebilling
Billingdatereached
Enterselectioncriteria
Choosebillingtype
Billingchosen
Simulationchosen
Startbilling
Startsimulation
Checkbillingdocuments
Check simulationdocuments
StartinvoicingsimulationBillingdocuments
implausibleBillingdocuments
correct
Billing documentsincorrect
Outsortdocuments
Startinvoicing
Process
documents
further
Billing
reversalOutsorting
InvoicingInvoicing
simulation
Further Processing of Documents
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© SAP AG 1999
Bill
printoutBilling Invoicing
Outsortdocuments
Check
documents
Exceptionlist
Reversebilling
Billingdatereached
Enterselectioncriteria
Choosebillingtype
Billingchosen
Simulationchosen
Startbilling
Startsimulation
Checkbillingdocuments
Check simulationdocuments
StartinvoicingsimulationBillingdocuments
implausibleBillingdocuments
correct
Billing documentsincorrect
Outsortdocuments
Startinvoicing
Outsort
documents
Releasedocuments
Reversedocuments
Outsorting reasons
Failed validation
Indicator set in the contract
Further processing
Reversal
Release
Outsorting Process
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1.23
© SAP AG 1999
Reverse billing
Individualreversal
ISIS--UU
Massreversal
Reversebilling
Billingdatereached
Enterselectioncriteria
Choosebillingtype
Billingchosen
Simulationchosen
Startbilling
Startsimulation
Checkbillingdocuments
Check simulationdocuments
StartinvoicingsimulationBillingdocuments
implausibleBillingdocuments
correct
Billing documentsincorrect
Outsortdocuments
Startinvoicing
Reverse
documents
Description:
Only one billing document isreversed. This can occur with or without a subsequent correctionbill.
Possible reasons:
Incorrect conditions for nonresidential contract
Incorrect meter reading result
Technical fault
...
Description:
More than one document isreversed. Selection takes placeusing document intervals or listsof individual documents.
Possible reasons:
Incorrect settlement group
Incorrect rates and prices
Incorrect sales tax
...
Billing Reversal
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1.24
© SAP AG 1999
2.16.00Incorrectbilling document
Jane Smith
Electricity. . . . . 900Gas . . . . . . 1.000Water . . . . . . 700
Total . . . . . 2.600
Document
outsorted
Document
implausible
Reverse
billingCorrect data Restart
billing
2.23.00Reversedbilling document
Billing order
2.24.00Correctedbilling document
Jane Smith
Electricity . . . . 600Gas . . . . . 1.000Water . . . . . . 700
Total . . . . . 2.300
Reversal indicator set
Jane Smith
Electricity . . . . 900Gas . . . . . 1.000Water . . . . . . 700
Total . . . . . 2.600
Reversebilling
Billingdatereached
Enterselectioncriteria
Choosebillingtype
Billingchosen
Simulationchosen
Startbilling
Startsimulation
Checkbillingdocuments
Check simulationdocuments
StartinvoicingsimulationBillingdocuments
implausibleBillingdocuments
correct
Billing documentsincorrect
Outsortdocuments
Startinvoicing
Reverse
documents
Billing Reversal Process
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1.25
© SAP AG 1999
Billing processes billing orders,valuates consumption
and demand, and creates billing documents for invoicing.
There are two types of billing:
Simulation, which creates simulation documents
Billing, which creates billing documents
Outsorted billing documents require additional
processing - Documents must be either released or
reversed. Reasons foroutsorting: Failed validation
Indicator set in the contract
Individual or mass reversals enable quick correction and
subsequent billing.
Billing: Unit Summary
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1.26
© SAP AG 1999
Invoicing links contract billing to contract accounts
receivable and payable, and prepares bill printout.
The bill sum total is determined after settlement of
the billing documents against the budget billings
already paid, and against the taxes, charges, and
duties that are due.
Flexible settlement options, such as payments to
open items reduce the amount of processing
required.
SAP Utilities
Invoicing: Introduction
The bill sum total is calculated as follows:
Bill sum total = Total receivables from billing
- paid budget billings
- other credits (credit memo, payment on account)
+ other receivables (backbilling, dunning charge)
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© SAP AG 1999
Meter reading
Billing
Invoicing
The process that links the billing documentsto contract accounts receivable and
payable, and provides the basis for bill
creation.
Definition of Invoicing
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1.28
© SAP AG 1999
FIFI--CACAISIS--UU
Billing:Provides the processes relevantto payment and manages theindividual accounts.
Invoice-relevant transactions
Billing documents
Credit memos
Backbillings
Contract accounts receivableand payable:
Contract Accounts Receivable andPayable makes available itemsrelevant for payment and managesthe individual accounts.
Invoice-relevant transactions
Open items
Paid budget billings
Manual postings
Dunning charges
Payments on account
Invoicing
Bill printout
Budget billing plan
Due date determination
Settlement
Use of credits
Invoicing: Overview
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1.30
© SAP AG 1999
InvoicingReversal
Dateforinvoicingreached
Enterselectioncriteria
Chooseinvoicingtype
InvoicingchosenInvoicingsimulation
chosen
Startinvoicing Startinvoicingsimulation
Check simulationdocuments
Simulatebillprintout
Invoicingdocumentsimplausible
Invoicingdocuments
correct
Invoicingdocumentsincorrect
Outsortdocuments
Startbillprintout
Checkbillprintoutdocument
ChecktheFI-CAdocument
Startinvoicing
Creation of invoicing units
Summary of the billing documents in a
contract account can be controlled at contract level.
MandatoryContracts for which the documents must be invoiced together
OptionalContracts for which the documents can be invoiced together
Exclusive
Contracts for which the documents must be invoiced separately
Invoicing Units
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1.34
© SAP AG 1999
Billreversal
ISIS--UU
Fullreversal
InvoicingReversal
Dateforinvoicingreached
Enterselectioncriteria
Chooseinvoicingtype
InvoicingchosenInvoicingsimulation
chosen
Startinvoicing Startinvoicingsimulation
Check simulationdocuments
Simulatebillprintout
Invoicingdocumentsimplausible
Invoicingdocuments
correct
Invoicingdocumentsincorrect
Outsortdocuments
Startbillprintout
Checkbillprintoutdocument
ChecktheFI-CAdocument
Invoicing
Reversal
Transactions
Reversal of FI-CA document
Reversal of bill printoutdocument
Possible reasons:
Incorrect layout Printing problems
Invoicing Reversal Mass reversal
or
Single reversal
Bill reversal:Bill printout and FI-CA documents for bills or partial bills are reversed byselecting using a reconciliation keyor document number.
Full reversal:
In addition to the bill, billingdocuments are also reversed byselecting using a documentnumber. Full reversal does notinclude reversal of partial billingdocuments.
Transactions
Reversal of FI-CA document
Reversal of bill printoutdocument
Reversal of billing document
Possible reasons:
Incorrect billing
Invoicing Reversal
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1.35
© SAP AG 1999
Documentoutsorted
Document
implausible
Reverse
invoiceCorrect data
Restart
invoicing
Billingdocument
Ne w bill
Jane Smi th....
Elec trici t y. . . 900
Gas . . . . . . 1.000
Wa ter . . . . . 700
Bud. billings2.500
Recei vable . . 100
Bill
Jane Smi th....
Elec trici t y . . . . 900
Gas . . . . . 1.000
Wa ter . . . . . . 700
Bud. billings 2. 900
Credi t memo . . 300
Reversal indicator set
Re versed bill
Jane Smi th....
Elec trici t y . . . . 900
Gas . . . . . 1.000
Wa ter . . . . . . 700
Bud. billings2. 900
Credi t memo . . 300
InvoicingReversal
Dateforinvoicingreached
Enterselectioncriteria
Chooseinvoicingtype
InvoicingchosenInvoicingsimulation
chosen
Startinvoicing Startinvoicingsimulation
Check simulationdocuments
Simulatebillprintout
Invoicingdocumentsimplausible
Invoicingdocuments
correct
Invoicingdocumentsincorrect
Outsortdocuments
Startbillprintout
Checkbillprintoutdocument
ChecktheFI-CAdocument
Reverse
documents
Procedure for Bill Reversal
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1.36
© SAP AG 1999
24.2.98Correctedbilling document
Jane Smith
Electricity . . . . . 600
Gas . . . . . 1.000
Water . . . . . . 700
Total . . . . . 2.300
Ne w bill
Jane Smi th....
Elec trici t y . . . 900
Gas . . . . . 1.000
Wa ter . . . . . 700
Bud. billings 2.500
To tal . . . . .100
Billing order
Incorrectbilling document
Jane Smith
Electricity . . . . . 900Gas . . . . . . 1.000
Water . . . . . . 700
Total . . . . . 2.600
Bill
Jane Smith....
Elec trici t y . . . .900
Gas . . . . . . 1.000
Wa ter . . . . . . 700
Bud. billings 2. 900
Credi t memo . 300
16.2.98 23.2.98Reversedbilling document
Jane Smith
Electricity . . . . 900Gas . . . . . 1.000
Water . . . . - 700
Total . . . . - 2.600
Re versed bill
Jane Smi th....
Elec trici t y . . . . 900
Gas . . . . . 1.000
Wa ter . . . . . 700
Bud. billings.2. 900
Credit memo . . 300
Reverse
invoice
Document
outsorted
Documentimplausible
Reverse
billingCorrect data Restart billing
Restart
invoicing
Procedure for Full Reversal
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2
© SAP AG 1999
Contents:
Billing master data
Overview of billing master data
Connection to business objects
Rate structure
Rate type and rate category
Rates, operands, andschemas
Prices
Rate determination
Rate allocation
Billing Master Data
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2.2
© SAP AG 1999
At the conclusion of this unit, you will be able to:
Explain the function of rate master data:
Billing class
Operands and operand values
Rate type and rate category
Prices
Define the rate structure:
Components of the rate
Variant programs in the schema
Rate determination
Describe rate allocation
Billing Master Data: Unit Objectives
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2.3
© SAP AG 1999
FIFISDSD
AMAMMMMM
GIS,CAD,SCADA
GIS,CAD,SCADA
MMMMPM/PM/CSCS
Customer
information system
IS-U
components
components
External systems
IS-U/CCS as an integratedcomponent of the
R/3 enterprise
information system
SDSDCOCO
Sales & DistributionSales & Distribution
Contract
A/R + A/P(FI-CA)
Contract
A/R + A/P(FI-CA)
Billing/InvoicingBilling/
Invoicing
Installationservices
Installationservices
Premiseentry
Premiseentry
ExternalExternalPremisePremise
EntryEntrySystemsSystems
ExternalExternalSalesSales
SystemsSystems
Financial
Accounting
Financial
Accounting
DeviceManagement
DeviceManagement
PlantMaintenance
& Service
Management
PlantMaintenance
& ServiceManagement
Asset Management& Materials Management
Asset Management
& Materials Management
SAPBusinesspartner
SAPBusinesspartner
C C U U S
S T TO O M M E E R R
C C
A A R R E E && SS E E R R
V V I I
C C E E
SDSD
ExternalSales
Systems
ExternalSales
Systems
Sales &Distribution
Sales &Distribution
Rate Str uctur eRate Structur e
• Link to master data
• Rate type, rate categ.
• Rate definition, prices
• Operands, schemas• Rate determination
• Link to master data
• Rate type, rate categ.
• Rate definition, prices
• Operands, schemas• Rate determination
Billing Master Data: Overview
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2.4
© SAP AG 1999
SAP Utilities
Billing master data enables you to specify contract
billing rules for both residential and non-residential
customers and provides the basis for a complete
modeling of rates.
The flexible universal structuring of rates allows you
to implement new and creative sales and marketing
concepts.
An open architecture allows you to adapt and
succeed in a changing environment.
Billing Master Data: Introduction
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2.5
© SAP AG 1999
Sales and marketing requirements
Description of new products and market segments
Utilities industry
Specification, checking and release of new contracts
Customizing of billing master data
Creation of rate category and rate type
Definition of rates, prices, and discounts
Maintenance of agreed special conditions
Billing Master Data: Business Scenario
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2.7
© SAP AG 1999
IS-UIS-U
FI-CAFIFI--CACA
SD, CS, PMSD, CS, PM
Cross appl.CrossCross applappl..
FI-CA
document
FI-CA
document
Billingdocument
(utility)
Business
partner
Contract
A/R + A/P
Contract
A/R + A/P
Contract
(utility)
Regional
structure
Premise
Equipment
Connection
Device
Category
Register
Device
location
Customer
contact
Connection
object
Rate-relevant
information
Device
InstallationPoint of
delivery
Business Objects: Rate Allocation
The installation, the device, and the register contain information relevant to the rate.
The installation contains:
Billing class
Rate category
The device contains:
Rate category
Fact group
Price class
The register also contains:
Rate category
Fact groupPrice class
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2.9
© SAP AG 1999
Classifies installations within a division, for example
residential/nonresidential contract.
Can be valid for several rate categories.
Used for plausibility checks in scheduling and in the billing
master data.
Enables several franchise fee groups to be defined.
Can be used as a statistical criteria.
If you change the billing class, you must also change the rate
category. You do not have to perform a final billing.
Billing Class I
The billing class classifies installations for billing.
The billing class is also used for the following purposes:
For consistency verifications between the master data and billing master data. For example,
you can verify that a residential customer's installation has not been allocated to a
nonresidential contract.
As a statistical criteria, for example in the sales statistics.
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2.10
© SAP AG 1999
Valid for one division only
Belongs to a single billing class
Contains one valid billing schema
Controls billing - used to determine the rate in conjunction
with the rate type
Determines which outsorting checks occur during billing
Controls floating backbilling and period-end billing for
nonresidential customers Controls advance billing and dynamic period control
Rate Category I
The billing class classifies installations for billing. The rate category is used in conjunction
with the rate type to determine the rate. Examples of rates are:
Household rate
Commercial rate
Commercial rate with demand measurement
Industrial rate
Minimal consumption rate
Basic price rate 1
Basic price rate 2
Domestic water
Reserve wasser
Water for fire fighting
Rate determination:
rate type + rate category = rate
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2.11
© SAP AG 1999
Rate
CategoryBilling ClassOutsorting
Group
Division
Notes Backbilling/
Period-End Billing
Dynamic
Period Control
Billing Schema
Advance Billing
Rate Category II
The rate category contains data that controls the processing of billing data. This includes:
Billing Schema
Control of period-end billing and accompanying backbilling
Outsorting checks
Any other billing-relevant data is also saved in the rate category. This includes any
agreed quantities, demand, prices, or flat rates. In the case of flat rate services (such as cable
services and street lights), no quantities are measured. You must therefore define replacement
values that the system can use for evaluation (for example number of cable connections or
number of street lights with a specific connection value).
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