IS-Utilities - Creation of complete Business Cycle · SAP COMMUNITY NETWORK SDN - sdn.sap.com ......

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IS Utilities - Creation of Complete

Business Cycle

Applies to:

SAP IS-Utilities.

Summary

The objectives of this document are to help newcomers understand the utilities industry in general and the basic flow of a complete business cycle. Terms in italics are specific to this industry.

This document is a primer and should the reader be interested in furthering his knowledge, his attention is drawn to the reference reading section.

Author: Sachin Thadani

Company: SAP

Created on: 13 September, 2011

Author Bio

Sachin Thadani is a Consultant working for SAP GD

IS Utilities - Creation of Complete Business Cycle


© 2011 SAP AG

Table of Contents

Introduction ......................................................................................................................................................... 3

Audience ............................................................................................................................................................. 3

Glossary: Utilities Industry Stages ...................................................................................................................... 3

Elementary Business Cycle ................................................................................................................................ 4

SAP IS-Utilities Business Cycle Creation ........................................................................................................... 5

Schedule Master Record Creation .................................................................................................................. 5 Create Parameter Record ............................................................................................................................................ 5

Create Portion .............................................................................................................................................................. 7

Create MR unit ............................................................................................................................................................. 9

Generate Schedule Records ...................................................................................................................................... 12

Creation of Technical Master Data: .............................................................................................................. 16 Create Connection object........................................................................................................................................... 16

Create Premise .......................................................................................................................................................... 18

Create Installation ...................................................................................................................................................... 21

Create Device Location .............................................................................................................................................. 25

Create Device Categories .......................................................................................................................................... 27

Create Device ............................................................................................................................................................ 29

Creation of Business Master Data: ............................................................................................................... 32 Create Contract Partner: ............................................................................................................................................ 32

Create Contract Account ............................................................................................................................................ 33

Complete the Full Installation Process ....................................................................................................................... 35

Complete the Move-In process: ................................................................................................................................. 39

Perform the Meter Read Order creation ....................................................................................................... 42 Enter the Meter Reading ............................................................................................................................................ 43

Billing and Invoicing ...................................................................................................................................... 44

Conclusion ........................................................................................................................................................ 45

Copyright........................................................................................................................................................... 47



© 2011 SAP AG

Introduction

The objective of this document is to help newcomers understand the utilities industry in general and the basic flow of a complete business cycle. Terms in italics are specific to this industry.

Audience

Any team members of SAP IS-Utilities project

Glossary: Utilities Industry Stages

The utilities industry consists of mainly the Gas, electricity and water sectors. Broadly, it can be represented as shown in below figure:

Generation:

It refers to the actual generation of electricity, gas. It consists of the exploration and refining processes within the Gas sector by different companies for example: Oil, ONGC, British Petroleum, and Shell etc.

In the Electricity industry it consists of generating the electricity either through thermal, nuclear or hydro electric means by different companies like NTPC, Tata Power, Total, EDF are examples of such companies.

Subsequently, gas or electricity has to be transported from the point of generation to the nearest possible hub for distribution, supply to consumers. This is done through pipelines for Gas and through Transmission lines for electricity.

Transmission:

Transport is typically used with reference to the Gas industry while Transmission is more relevant to Electricity. GAIL, Oil India, Transco in UK, various state electricity boards in India are examples of Transporter, Transmission companies.

Distribution:

Reaching the gas/electricity from the nearest hub/power substation to the consumer constitutes the distribution process. In most cases the transmission/transportation companies perform the distribution also.

Gas Transporters Network

Underground Storage



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Elementary Business Cycle

Given below is a brief description of a complete business cycle with the gas industry as a reference:

Step 1: The customer contacts the utility company, for example BP, and requests for supply of gas. We will assume that he has gone through the supplier evaluation process, has got quotations from all and has finally decided to buy gas from BP.

Step 2: BP has also obtained credit data about this customer and has decided to register him.

Step 3: BP then sends the details of this new customer to the network operator. If the customer is already a customer of another supplier, say Shell, there may be objections from Shell. These are handled by network Operator and the two suppliers i.e. Shell and BP. Once the objections are settled, Network Operator sends the Confirmation and BP can complete the Registration process.

Step 4: The next step is to determine whether the service connection, the device/meters are available and installed. If this is available, supply can start once the customer requests so. If not, a service connection will have to be laid from the nearest take-off point or hub and the devices/meters installed. This can be done either by BP itself or subcontracted to a third party. Once this is complete the customer can be moved in.

Step 5: Before starting supply, the existing/initial meter reading will be recorded since this will form the basis for the Billing.

Step 6: To generate the first Bill, Meter Readings will be obtained as per the Billing schedule. This meter reading will be corrected, if required, and consumption for the billing period is then calculated. The first Bill is then generated accordingly.

Elementary Business Cycle



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SAP IS-Utilities Business Cycle Creation

It is advisable to backdate all entries, by say 6 months, so that full cycle can be completed and meter readings entries entered for previous months and hence be able to do billing.

Schedule Master Record Creation

Create Parameter Record

Step 1: Create Parameter record in Scheduling

Menu Path: Utility Industry > Scheduling > Parameter record > Create

Transaction Code: E42B

The following scenario shows where the budget billing is not relevant.



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Click on New Lines:



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Create Portion

Menu Path: Utility Industry > Scheduling > Schedule Master Record > Portion > Create

Transaction Code: E41B



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Allocate the Parameter that you created earlier to this Portion. Choose the End bill Period which is the first bill period backdated by 6 months. By selecting the Period Length as 1 Month you will have 6 billing cycles to test.



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Create MR unit

Menu Path: Utility Industry > Scheduling > Schedule Master Record > MR unit > Create

Transaction code: E41H

Allocate the Portion that you created to this Meter Reading Unit.



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After entering portion, as soon as enter key is pressed, Meter Reading Dates will automatically be calculated:



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Generate Schedule Records

Menu Path: Utility Industry > Scheduling> Schedule Record > Create

Transaction Code: E43A

Following schedule records were generated after the execution of the above transaction.



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Display Schedule Records Generated;



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Creation of Technical Master Data:

Create Connection object

Menu Path: Utility Industry > Technical Master Data > Connection Object > Create

Transaction Code: ES55



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Click on Save Button:



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Create Premise

Menu Path: Utility Industry > Technical Master Data > Premise > Create




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Click on Save Button:



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Create Installation

Menu Path: Utility Industry > Technical Master Data > Installation > Create


It is better to ensure the creation of your Billing Master data if any, before you do this step, since the said data is required for the installation. If you are not creating any new Rate Category or Billing Class, choose an existing one.



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Enter the Meter Reading Unit created earlier.



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Click on Save Button;



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Create Device Location

Menu path: Utility Industry > Technical Master Data > Device Location > Create


Click on Save Button;



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Create Device Categories

Menu Path: Utility Industry > Device Management > Technology > Device Category > Create

Transaction Code: EG01

Note: Prior to creating the device category, it is imperative to create the same in MM01 since device category in IS-U corresponds to Material in the material master.

Material Created: 000000000000000062 with Industry Sector as Utilities.



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Create Device

Menu Path: Utility Industry > Device Management > Technology > Device > Create

Transaction Code: IQ01

Please note that devices can be either created within IS-U or thro’ standard Goods receipts process, if the company wishes to maintain their own inventory. At the time of GR process, the system will generate the serial numbers for which serial number profile needs to be attached in the Material master. Also, it creates equipment in the back ground.



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Creation of Business Master Data:

Create Contract Partner:

Menu Path: Utility Industry > Business Master Data > Business Partner > Contract Partner > Create

Transaction Code: FPP1 or BP.



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Create Contract Account

Menu Path: Utility Industry > Business Master Data > Contract Account > Create

Transaction Code: CAA1



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Complete the Full Installation Process

Before proceeding to do the same make sure that all your Billing Configuration and Master Data is present.

Menu Path: Utility Industry > Device Management > Device Installation > Installation > Full

Transaction Code: EG31



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Complete the Move-In process:

Menu Path: Utility Industry > Customer Service > Process Execution > Move in > create

Transaction Code: EC50E



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While doing the move in, Contract is getting created in the back ground and we can see the contract number in the installation .



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Perform the Meter Read Order creation

Menu Path: Utility Industry > Device Management > Meter Reading > Order Creation > Individual Order >

Transaction code: EL01



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Enter the Meter Reading

Menu Path: Utility Industry > Device Management > Meter Reading > Entry of meter reading results > Single entry

Transaction Code: EL28

Once the above sequence has been completed, you can proceed to Billing, provided you have your Billing Configuration and Master Data in place.



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Billing and Invoicing

Menu: Utility Industry > Billing > Billing Execution > Billing Analysis

Transaction Code: EA00

Overall check can be done with the required date as the parameter along with information regarding the Contract or Installation. Else a simulation can be done for a period range without the meter reads or directly execute Billing simulation. Please note for Billing Simulation meter reads need to be present.

Once the Billing Simulation is done, billing document is generated( Transaction EA22 ).

Subsequently invoice simulation can be done and then contract can be invoiced.



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Conclusion

This document can be referred by any SAP consultant to get an overview on IS-U business processes and how to create that complete flow.

To see the complete data environment :Goto Transaction ES22 and enter contract created :

And then click on menu – Environment -> Contract to see Environment data

Alternatively, we can go to Transaction ECENV_BP to see data environment by entering BP No:



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There can be different ways to display data environment . To see details as per device , point / click to device and click on hierarchial node at the top :



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Copyright

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