IUT110 Introduction to the IS-U/CCS System

IUT110
Release 463 25.09.2003
IUT110 Introduction to the IS-U/CCS System..................................................................................................................1
Copyright.......................................................................................................................................................................2
SAP Utilities (IS-U/CCS..........................................................................................................................................!
Course Prere"uisites...................................................................................................................................................#
T$rget %roup..............................................................................................................................................................&
Course %o$ls..............................................................................................................................................................'
Course ()*ecti+es......................................................................................................................................................,
Course Content...........................................................................................................................................................-
IS-U/CCS. (+er+ie/.....................................................................................................................................................1
IS-U/CCS (+er+ie/. Unit ()*ecti+es.......................................................................................................................2
IS-U (+er+ie/. 0usiness Scen$rio............................................................................................................................1
mySAP.com. (+er+ie/.............................................................................................................................................!
2or3pl$ce Internet 0usiness 4r$me/or3..................................................................................................................#
mySAP Utilities. The Comprehensi+e Solution........................................................................................................&
Customer 5el$tionship 6$n$gement (C56............................................................................................................'
0usiness In7orm$tion 2$rehouse (02....................................................................................................................,
4unction$l Scope o7 the IS-U System........................................................................................................................-
Integr$ted $nd (pen System 8$ndsc$pe..................................................................................................................10
IS-U/CCS 0usiness Processes.................................................................................................................................11
Synchroni9ed 0usiness ()*ects...............................................................................................................................12
6$r3eting $nd S$les Process...................................................................................................................................11
System In7r$structure C56: 02 $nd mySAP Utilities..........................................................................................1!
IS-U/CCS - Integr$tion 6odel.................................................................................................................................1#
The Strengths o7 mySAP Utilities............................................................................................................................1&
Solutions 7or the ;e/ Industry 6$r3et 6odel........................................................................................................1'
<eregul$ted 6$r3et. 0usiness Perspecti+e..............................................................................................................1,
S$les $nd 6$r3eting in IS-U/CCS (1.....................................................................................................................1-
S$les Processing.......................................................................................................................................................20
S$les $nd 6$r3eting in IS-U/CCS (2.....................................................................................................................21
Internet Sel7 Ser+ices. St$rt P$ge.............................................................................................................................22
2h$t is =nergy <$t$ 6$n$gement>........................................................................................................................21
=nergy <$t$ 6$n$gement 1.....................................................................................................................................2!
=nergy <$t$ 6$n$gement 2.....................................................................................................................................2#
IS-U (+er+ie/. Unit Summ$ry...............................................................................................................................2&
CIC.................................................................................................................................................................................1
CIC. Unit ()*ecti+es..................................................................................................................................................2
CIC. 0usiness Scen$rio..............................................................................................................................................1
The IS-U ?ouse.........................................................................................................................................................!
@$rious 0usiness P$rtners..........................................................................................................................................#
5oles o7 the 0usiness P$rtner....................................................................................................................................&
0usiness P$rtner <$t$................................................................................................................................................'
Contr$ct Account <$t$...............................................................................................................................................,
Collecti+e 0ills...........................................................................................................................................................-
Contr$ct <$t$...........................................................................................................................................................10
Connection ()*ect <$t$...........................................................................................................................................11
Premise <$t$............................................................................................................................................................12
Inst$ll$tion <$t$.......................................................................................................................................................11
Point o7 <eli+ery <$t$.............................................................................................................................................1!
0usiness ()*ects in IS-U/CCS.................................................................................................................................1#
2h$t Is $ Customer Inter$ction Center>..................................................................................................................1&
Customer Inter$ction Center. 5e"uirements............................................................................................................1'
Integr$tion /ith =Atern$l Communic$tion Systems................................................................................................1,
The IS-U/CCS Customer Inter$ction Center...........................................................................................................1-
Customer Inter$ction Center (8-Sh$ped.................................................................................................................20
2or37lo/ In)oA.......................................................................................................................................................21
=-6$il $nd 4$A in the 2or37lo/ In)oA...................................................................................................................22
Typic$l Uses o7 the CIC. Identi7ic$tion...................................................................................................................21
Typic$l Uses o7 the CIC. In7orm$tion.....................................................................................................................2!
Typic$l Uses o7 the CIC. 4ront (77ice Process.......................................................................................................2#
4ront (77ice Processes.............................................................................................................................................2&
Typic$l Uses o7 the CIC. 2or37lo/........................................................................................................................2'
Using 5/1 2or37lo/. Ch$nging $ 5$te (=A$mple.................................................................................................2,
Typic$l Uses o7 the CIC. Customer Cont$ct............................................................................................................2-
Cont$ct 6$n$gement in Customer Ser+ice..............................................................................................................10
Customer Cont$ct <$t$............................................................................................................................................11
CIC. Unit Summ$ry.................................................................................................................................................12
Customer Inter$ction Center =Aercises....................................................................................................................11
Customer Inter$ction Center (CIC Solutions..........................................................................................................!!
6o+e-In/(ut..................................................................................................................................................................1
6o+e-In/(ut. Unit ()*ecti+es...................................................................................................................................2
6o+e In/(ut. 0usiness Scen$rio...............................................................................................................................1
6o+e-In <e7inition....................................................................................................................................................!
6o+e-In. Prere"uisites...............................................................................................................................................#
6o+e-In. 0usiness 6$ster <$t$.................................................................................................................................&
The 6o+e-In Process.................................................................................................................................................'
6o+e-In. (ptions 7or Processing...............................................................................................................................,
6o+e-In. The IS-U ?ouse.........................................................................................................................................-
6o+e-(ut. 0usiness Scen$rio..................................................................................................................................10
The 6o+e-(ut Process............................................................................................................................................11
(ptions 7or 6o+e-(ut Processing...........................................................................................................................12
6o+e In/(ut. 0usiness Scen$rio.............................................................................................................................11
The 6o+e-In/(ut Process........................................................................................................................................1!
(ptions in 6o+e-In/(ut Processing........................................................................................................................1#
6o+e-In. 6$ster <$t$..............................................................................................................................................1&
;o Ch$nges to Inst$ll$tion <$t$..............................................................................................................................1'
Inst$ll$tion ?istory...................................................................................................................................................1,
6o+e-In/(ut. Unit Summ$ry...................................................................................................................................1-
6o+e-In/(ut =Aercises............................................................................................................................................20
6o+e-In/(ut Solutions............................................................................................................................................2,
2or3 6$n$gement.........................................................................................................................................................1
2or3 6$n$gement. Unit ()*ecti+es.........................................................................................................................2
2h$t Are$s does the 2or3 6$n$gement System Co+er>.........................................................................................1
Utility 6$n$gement Ser+ices.....................................................................................................................................!
2or3 6$n$gement. Technic$l ()*ects.....................................................................................................................#
(+er+ie/ o7 Technic$l ()*ects.................................................................................................................................&
Supply %rid................................................................................................................................................................'
Connection ()*ect.....................................................................................................................................................,
2or3 6$n$gement. Ser+ices.....................................................................................................................................-
Inst$ll$tion Ser+ices.................................................................................................................................................10
0$sic Structure o7 $ 2or3 (rder.............................................................................................................................11
Se"uence o7 (rder Processing.................................................................................................................................12
Ser+ice Product. Concept.........................................................................................................................................11
Ser+ice Product. Cre$te Ser+ice Connection...........................................................................................................1!
The Inst$ll$tion Ser+ices Process.............................................................................................................................1#
Cre$te Ser+ice Connection.......................................................................................................................................1'
2or3 6$n$gement. Inter7$ces.................................................................................................................................1,
Possi)le Con7igur$tion o7 $n Inter7$ce Scen$rio.....................................................................................................1-
Technic$l ()*ects in 2or3 6$n$gement $nd %IS..................................................................................................20
<e+ice 5ep$irs.........................................................................................................................................................21
2or3 6$n$gement. Unit Summ$ry.........................................................................................................................22
2or3 6$n$gement =Aercises..................................................................................................................................21
2or3 6$n$gement Solutions..................................................................................................................................2!
<e+ice Technology........................................................................................................................................................1
<e+ice Technology. Unit ()*ecti+es.........................................................................................................................2
<em$nds on <e+ice 6$n$gement.............................................................................................................................1
<e+ice 6$n$gement. 0usiness Scen$rio...................................................................................................................!
<e+ice Technology. <e+ice C$tegory.......................................................................................................................#
The <e+ice $nd the <e+ice C$tegory........................................................................................................................&
6odeling o7 <e+ices..................................................................................................................................................'
Integr$tion /ith 8ogistics..........................................................................................................................................,
<e7inition o7 <e+ice C$tegory...................................................................................................................................-
<e+ice C$tegory <$t$..............................................................................................................................................10
Possi)le =lements o7 the <e+ice C$tegory..............................................................................................................11
<e+ice C$tegory. <e+ice $nd 5egister....................................................................................................................12
<e7inition o7 <e+ices...............................................................................................................................................11
<e+ice <$t$..............................................................................................................................................................1!
<e7inition o7 $ 5egister............................................................................................................................................1#
5egister <$t$............................................................................................................................................................1&
<e+ice Technology. <e+ice 8i7ecycle.....................................................................................................................1'
Centr$l <$t$ ()*ects - Integr$tion in 8ogistics.......................................................................................................1,
<e+ice 8i7e Cycle....................................................................................................................................................1-
<ocument$tion 7or the <e+ice 8i7ecycle.................................................................................................................20
<e+ice Technology. <e+ice Inspection...................................................................................................................21
Introduction. <e+ice Inspection $nd Certi7ic$tion...................................................................................................22
Certi7ic$tion Procedures (+er+ie/..........................................................................................................................21
Certi7ic$tion Procedure............................................................................................................................................2!
S$mpling Procedure.................................................................................................................................................2#
Inspection Using the S$mpling Procedure...............................................................................................................2&
Periodic 5epl$cement..............................................................................................................................................2'
<e+ice Technology. Unit Summ$ry........................................................................................................................2,
<e+ice Technology =Aercises..................................................................................................................................2-
<e+ice Technology Solutions..................................................................................................................................12
<e+ice Inst$ll$tion.........................................................................................................................................................1
<e+ice Inst$ll$tion. Unit ()*ecti+es..........................................................................................................................2
<e+ice Inst$ll$tion. 0usiness Scen$rio......................................................................................................................1
Inst$ll$tion. Inst$ll$tion: 5emo+$l And 5epl$cement...............................................................................................!
0usiness Scen$rio. 5epl$cement o7 S$mple <e+ices................................................................................................#
Ser+ice (rder =Aecution. <etermining the <e+ice 8oc$tion....................................................................................&
<e7inition o7 the <e+ice 8oc$tion.............................................................................................................................'
<e+ice 8oc$tion <$t$................................................................................................................................................,
5el$tionships 0et/een Technic$l ()*ects.................................................................................................................-
Ser+ice (rder =Aecution. <e+ice 5epl$cement B Ser+ice (rder Con7irm$tion.....................................................10
<$t$ Ch$nges. Inst$ll$tion 8oc$tion........................................................................................................................11
<$t$ Ch$nges. <e+ice 5epl$cement........................................................................................................................12
Technic$l $nd 0illing-5el$ted Inst$ll$tion..............................................................................................................1!
Inst$ll$tion. Inst$ll$tion Structure............................................................................................................................1#
=A$mple o7 $n Inst$ll$tion Structure........................................................................................................................1&
Technic$l Inst$ll$tion Structure...............................................................................................................................1'
0illing-5el$ted Inst$ll$tion Structure......................................................................................................................1,
<e+ice Inst$ll$tion. Summ$ry..................................................................................................................................1-
<e+ice Inst$ll$tion =Aercises...................................................................................................................................20
<e+ice Inst$ll$tion Solutions...................................................................................................................................21
6eter 5e$ding................................................................................................................................................................1
6eter 5e$ding. Unit ()*ecti+es................................................................................................................................2
6eter 5e$ding. 0usiness Scen$rio............................................................................................................................1
6eter 5e$ding. 6eter 5e$ding (rg$ni9$tion............................................................................................................!
Types o7 6eter 5e$ding.............................................................................................................................................#
5egion$l Structure $nd Scheduling............................................................................................................................&
Scheduling T$s3s.......................................................................................................................................................'
Portions $nd 6eter 5e$ding Units.............................................................................................................................,
%ener$tion o7 Schedule 5ecords................................................................................................................................-
Scheduling. Annu$l 0illing......................................................................................................................................10
6eter 5e$ding (rg$ni9$tion. Street 5oute..............................................................................................................11
6eter 5e$ding. Process...........................................................................................................................................12
(+er+ie/. Scheduled 6eter 5e$ding......................................................................................................................11
Cre$ting 6eter 5e$ding (rders...............................................................................................................................1!
Issuing the 6eter 5e$ding (rders...........................................................................................................................1#
Types o7 5esult =ntry..............................................................................................................................................1&
5esult =ntry <$t$.....................................................................................................................................................1'
Chec3ing 6eter 5e$ding 5esults. (+er+ie/...........................................................................................................1,
Chec3 6eter 5e$ding 5esults. Process...................................................................................................................1-
6onitoring 6eter 5e$dings.....................................................................................................................................20
6eter 5e$ding. Speci$l 4unctions...........................................................................................................................21
6eter 5e$ding )y Customers o+er the Internet.......................................................................................................22
6eter 5e$ding )y Customer o+er 2AP Telephone................................................................................................21
5e+ersing 6eter 5e$ding (rders. Process..............................................................................................................2!
6eter 5e$ding. Unit Summ$ry................................................................................................................................2#
6eter 5e$ding. =Aercises........................................................................................................................................2&
6eter 5e$ding. Solutions........................................................................................................................................2'
=nergy <$t$ 6$n$gement..............................................................................................................................................1
Pro7ile 6$n$gement. Unit ()*ecti+es.......................................................................................................................2
Pro7ile 6$n$gement. 0usiness Scen$rio...................................................................................................................1
Pro7ile ?e$der............................................................................................................................................................!
Pro7ile Alloc$tion 7or 5egister...................................................................................................................................#
Point o7 <eli+ery........................................................................................................................................................&
Importing Pro7ile @$lues............................................................................................................................................'
Pro7ile @$lues.............................................................................................................................................................,
4ormul$ Pro7ile..........................................................................................................................................................-
Synthetic Pro7iles.....................................................................................................................................................10
Pro7ile 6$n$gement. Summ$ry...............................................................................................................................11
0illing $nd In+oicing.....................................................................................................................................................1
0illing $nd In+oicing. Course ()*ecti+es..................................................................................................................2
0illing........................................................................................................................................................................1
0illing. Introduction...................................................................................................................................................!
0illing. 0usiness Scen$rio.........................................................................................................................................#
IS-U/CCS. 0illing......................................................................................................................................................&
0illing Procedures. (+er+ie/....................................................................................................................................'
<e7inition o7 0illing...................................................................................................................................................,
0illing T$s3s..............................................................................................................................................................-
0illing Periods.........................................................................................................................................................10
4orms o7 0illing.......................................................................................................................................................11
Speci$l 4orms o7 0illing..........................................................................................................................................12
%ener$tion o7 Schedule 5ecords..............................................................................................................................11
0illing Process. (+er+ie/.......................................................................................................................................1!
Uni+ers$l 0illing =ngine..........................................................................................................................................1#
%ener$l 0illing 4unctions........................................................................................................................................1&
=A$mple. 0illing 5ule 7or =lectricity......................................................................................................................1'
Speci$l 0illing 4unctions.........................................................................................................................................1,
0illing $nd Simul$tion.............................................................................................................................................1-
Simul$tion Types.....................................................................................................................................................20
<ocument Types......................................................................................................................................................21
<ocument In7orm$tion.............................................................................................................................................22
4urther Processing o7 <ocuments............................................................................................................................21
(utsorting Procedure...............................................................................................................................................2!
(utsorting Process...................................................................................................................................................2#
0illing 5e+ers$l.......................................................................................................................................................2&
0illing 5e+ers$l Process..........................................................................................................................................2'
0illing. Unit Summ$ry.............................................................................................................................................2,
In+oicing. Introduction............................................................................................................................................2-
In+oicing. 0usiness Scen$rio...................................................................................................................................10
<e7inition o7 In+oicing............................................................................................................................................11
In+oicing. (+er+ie/................................................................................................................................................12
T$s3s o7 In+oicing....................................................................................................................................................11
In+oicing Units.........................................................................................................................................................1!
6$nd$tory $nd (ption$l Contr$cts. 1......................................................................................................................1#
6$nd$tory $nd (ption$l Contr$cts. 2......................................................................................................................1&
In+oicing (ptions.....................................................................................................................................................1'
Source o7 0illing <ocuments...................................................................................................................................1,
In+oicing @$rious Ser+ices......................................................................................................................................1-
Cross-comp$ny code in+oicing................................................................................................................................!0
0ill <ue <$te...........................................................................................................................................................!1
<ocument 4lo/ in In+oicing...................................................................................................................................!2
Settlement. (+er+ie/...............................................................................................................................................!1
0ill Printout Procedure............................................................................................................................................!!
In+oicing 5e+ers$l...................................................................................................................................................!#
Procedure 7or 0ill 5e+ers$l......................................................................................................................................!&
Procedure 7or 4ull 5e+ers$l.....................................................................................................................................!'
In+oicing. Unit Summ$ry........................................................................................................................................!,
0illing $nd In+oicing =Aercises...............................................................................................................................!-
0illing $nd in+oicing Solutions...............................................................................................................................#,
0illing 6$ster <$t$........................................................................................................................................................1
0illing 6$ster <$t$. Unit ()*ecti+es........................................................................................................................2
0illing 6$ster <$t$. (+er+ie/..................................................................................................................................1
0illing 6$ster <$t$. Introduction..............................................................................................................................!
0illing 6$ster <$t$. 0usiness Scen$rio....................................................................................................................#
0illing o7 Utility Ser+ices..........................................................................................................................................&
0usiness ()*ects. 5$te Alloc$tion.............................................................................................................................'
5$te Alloc$tion. (+er+ie/........................................................................................................................................,
0illing Cl$ss I............................................................................................................................................................-
5$te C$tegory I........................................................................................................................................................10
5$te C$tegory II.......................................................................................................................................................11
<e7inition o7 5$te Type...........................................................................................................................................12
0usiness ()*ects. 5$te Structure.............................................................................................................................11
5$te..........................................................................................................................................................................1!
=A$mple. 0illing 5ule 7or =lectricity......................................................................................................................1#
5$te Structure...........................................................................................................................................................1&
5$te <$t$..................................................................................................................................................................1'
<$t$ 7or the 5$te Step..............................................................................................................................................1,
Structure o7 the 4$ct %roup......................................................................................................................................20
(per$nd <$t$...........................................................................................................................................................21
(per$nd C$tegories/=A$mples.................................................................................................................................22
5$te <etermin$tion - (per$nds...............................................................................................................................21
Alloc$tion o7 (per$nd @$lues.................................................................................................................................2!
Schem$ 1..................................................................................................................................................................2#
Schem$ 2..................................................................................................................................................................2&
Price C$tegories.......................................................................................................................................................2'
Price Types...............................................................................................................................................................2,
5$te <etermin$tion..................................................................................................................................................2-
5$te Structure...........................................................................................................................................................10
<iscounts / Surch$rges.............................................................................................................................................11
0illing 6$ster <$t$. Unit Summ$ry........................................................................................................................12
=Aercises. 0illing 6$ster <$t$................................................................................................................................11
0illing 6$ster <$t$ Solutions..................................................................................................................................1&
5e$l-Time-Pricing..........................................................................................................................................................1
5e$l-Time-Pricing. Unit ()*ecti+es..........................................................................................................................2
5e$l-Time-Pricing.0usiness Scen$rio.......................................................................................................................1
5TP (+er+ie/...........................................................................................................................................................!
5TP inter7$ce.............................................................................................................................................................#
5TP-0illing................................................................................................................................................................&
=A$mple.....................................................................................................................................................................'
<$t$ 6odel 7or 0illing...............................................................................................................................................,
Inter7$ce.....................................................................................................................................................................-
Input P$r$meters......................................................................................................................................................10
C$lcul$tion...............................................................................................................................................................11
5esult.......................................................................................................................................................................12
Tr$ns7er o7 5esults to 5TP (per$nd........................................................................................................................11
5e$l-Time-Pricing. Unit Summ$ry..........................................................................................................................1!
0udget 0illings..............................................................................................................................................................1
0udget 0illing. Unit ()*ecti+es.................................................................................................................................2
0udget 0illing. 0usiness Scen$rio.............................................................................................................................1
0udget 0illing Procedure. (+er+ie/.........................................................................................................................!
P$yment Pl$n C$tegories...........................................................................................................................................#
0udget 0illing Pl$n. (+er+ie/..................................................................................................................................&
Cre$ting / Ad*usting 0udget 0illing Pl$ns.................................................................................................................'
Cu$ntity-0$sed =Atr$pol$tion....................................................................................................................................,
0udget 0illing Amounts <ue.....................................................................................................................................-
0udget 0illings. Summ$ry.......................................................................................................................................10
Contr$ct Accounts 5ecei+$)le $nd P$y$)le..................................................................................................................1
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. Unit ()*ecti+es...................................................................................2
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. (+er+ie/.............................................................................................1
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. 0usiness Scen$rio...............................................................................!
Contr$ct Accounts 5ecei+$)le $nd P$y$)le$nd 4I-CA.............................................................................................#
4I-CA ?$s An (pen Architecture.............................................................................................................................&
Speci$l 4e$tures o7 4I-CA.........................................................................................................................................'
Centr$l ()*ects in 4I-CA...........................................................................................................................................,
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. 0usiness Tr$ns$ctions.........................................................................-
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. Posting <ocuments...........................................................................10
Posting <ocuments. ()*ecti+es...............................................................................................................................11
Posting <ocuments. Introduction............................................................................................................................12
Posting <ocuments. 0usiness Scen$rio...................................................................................................................11
<ocuments in Contr$ct Accounts 5ecei+$)le$nd P$y$)le......................................................................................1!
%ener$l <ocument <$t$...........................................................................................................................................1#
<ocument <$t$. 5e7erence $nd Currency...............................................................................................................1&
<ocument <$t$. 8in3 to %ener$l 8edger Accounting.............................................................................................1'
<ocument <$t$. =ntry Control................................................................................................................................1,
<$t$ on 0usiness P$rtner Item.................................................................................................................................1-
<$t$ on %/8 Account Item.......................................................................................................................................20
6$nu$l <ocument =ntry. Items...............................................................................................................................21
Tr$ns$ctions in Contr$ct Accounts 5ecei+$)le $nd P$y$)le...................................................................................22
=A$mples o7 Tr$ns$ctions........................................................................................................................................21
Tr$ns7er to %ener$l 8edger Accounting..................................................................................................................2!
Summ$ry 5ecord.....................................................................................................................................................2#
Posting <ocuments. Summ$ry (1...........................................................................................................................2&
Posting <ocuments. Summ$ry (2...........................................................................................................................2'
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. Account <ispl$y...............................................................................2,
Account <ispl$y. ()*ecti+es...................................................................................................................................2-
Account <ispl$y. Introduction.................................................................................................................................10
Account <ispl$y. 0usiness Scen$rio.......................................................................................................................11
Account <ispl$y. Initi$l Screen...............................................................................................................................12
Account <ispl$y. 8ist C$tegory...............................................................................................................................11
Account <ispl$y. 8ine 8$yout.................................................................................................................................1!
Account <ispl$y. ;$+ig$ting in the <ocument <ispl$y..........................................................................................1#
Account <ispl$y. Summ$ry (1...............................................................................................................................1&
Account <ispl$y. Summ$ry (2...............................................................................................................................1'
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. P$yments...........................................................................................1,
P$yment 5un. ()*ecti+es.........................................................................................................................................1-
P$yment 5un. Introduction......................................................................................................................................!0
P$yment 5un. 0usiness Scen$rio.............................................................................................................................!1
Autom$tic $nd 6$nu$l P$yments............................................................................................................................!2
P$yment 8ot.............................................................................................................................................................!1
P$yment 8ot. Structure............................................................................................................................................!!
P$yment 8ot. Structure............................................................................................................................................!#
P$yment 8ot. Processing Steps................................................................................................................................!&
P$yment 8ot. Cre$te................................................................................................................................................!'
P$yment 8ot. Cre$te Items.......................................................................................................................................!,
P$yment 8ot. Ch$nge...............................................................................................................................................!-
P$yment 8ot. Close..................................................................................................................................................#0
P$yment 8ot. Post....................................................................................................................................................#1
Autom$tic Cle$ring. Process....................................................................................................................................#2
P$yment 8ot. Post-processing..................................................................................................................................#1
P$yment $t c$sh des3...............................................................................................................................................#!
Cle$ring. <i$log Processing....................................................................................................................................##
P$yment. Summ$ry..................................................................................................................................................#&
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. 5eturns..............................................................................................#'
5eturns. ()*ecti+es..................................................................................................................................................#,
5eturns. Introduction...............................................................................................................................................#-
5eturns. 0usiness Scen$rio......................................................................................................................................&0
5eturns. In7luencing 4$ctors....................................................................................................................................&1
5eturns. Acti+ity Settings........................................................................................................................................&2
5eturns 8ot. Processing Steps.................................................................................................................................&1
5eturns 8ot. Cre$te..................................................................................................................................................&!
5eturns =ntry...........................................................................................................................................................&#
5eturns 8ot. Ch$nge................................................................................................................................................&&
5eturns 8ot. Close...................................................................................................................................................&'
5eturns 8ot. Posting (1...........................................................................................................................................&,
5eturns 8ot. Posting (2...........................................................................................................................................&-
5eturns 8ot. Post-processing...................................................................................................................................'0
5eturns ?istory........................................................................................................................................................'1
5eturns. Summ$ry...................................................................................................................................................'2
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. <unning............................................................................................'1
<unning. ()*ecti+es................................................................................................................................................'!
<unning. Introduction..............................................................................................................................................'#
<unning. 0usiness Scen$rio....................................................................................................................................'&
<unning. <unning Propos$l $nd <unning Acti+ities..............................................................................................''
<unning. In7luenti$l 4$ctors....................................................................................................................................',
<unning Propos$l 7or $ 0usiness P$rtner................................................................................................................'-
<unning. 4$ctors Th$t C$n 0e In7luenced (Selection............................................................................................,0
<unning. <etermin$tion o7 <unning 8e+els...........................................................................................................,1
<unning 8e+els........................................................................................................................................................,2
Printing o7 <unning ;otice 7or $ 0usiness P$rtner.................................................................................................,1
<unning. <unning ?istory......................................................................................................................................,!
<unning. Summ$ry..................................................................................................................................................,#
Contr$ct Accounts 5ecei+$)le $nd P$y$)le. <e7err$l $nd Inst$llment Pl$n...........................................................,&
<e7err$l $nd Inst$llment Pl$n. ()*ecti+es...............................................................................................................,'
<e7err$l $nd Inst$llment Pl$n. Introduction............................................................................................................,,
<e7err$l $nd Inst$llment Pl$n. 0usiness Scen$rio...................................................................................................,-
<e7err$l....................................................................................................................................................................-0
Inst$llment Pl$n. Ch$r$cteristics..............................................................................................................................-1
Inst$llment Pl$n C$tegory........................................................................................................................................-2
Inst$llment Pl$n. Item Selection..............................................................................................................................-1
<e7err$l $nd Inst$llment Pl$n. Unit Summ$ry.........................................................................................................-!
Contr$ct Accounts 5ecei+$)le $nd P$y$)le =Aercises............................................................................................-#
Contr$ct Accounts 5ecei+$)le $nd P$y$)le Solutions..........................................................................................10,
2$ste Industry...............................................................................................................................................................1
2$ste Industry. Unit ()*ecti+es................................................................................................................................2
Solution 6$p $nd Integr$tion 6odel 7or the 2$ste Industry....................................................................................1
Integr$tion 6odel 7or mySAP 2$ste Industry..........................................................................................................!
mySAP 2$ste Industry . In+ol+ed Are$s..................................................................................................................#
4ocus Are$s o7 IS-2$ste - 2$ste Industry................................................................................................................&
4ocus Are$s o7 =?BS 2A - 2$ste 6$n$gement.....................................................................................................'
The 2$ste <ispos$l Cycle /ith =?BS.....................................................................................................................,
<$t$ 6odel D Cont$iner Ser+ice (Simpli7ied...........................................................................................................-
Technic$l 6$ster <$t$ I...........................................................................................................................................10
Technic$l 6$ster <$t$ II.........................................................................................................................................11
Technic$l 6$ster <$t$ III........................................................................................................................................12
Cont$iner 6$n$gement. Integr$tion.......................................................................................................................11
Inter7$ce to 5oute Pl$nning System.........................................................................................................................1!
2$ste <ispos$l (rders.............................................................................................................................................1#
Process. Cont$iner <eli+ery / 5emo+$l...................................................................................................................1&
4leet 6$n$gement....................................................................................................................................................1'
Implemented 4unctions I.........................................................................................................................................1,
Implemented 4unctions II........................................................................................................................................1-
Pl$nned 4unctions 7or mySAP Utilities !.&!...........................................................................................................20
2$ste Industry. Summ$ry........................................................................................................................................21
0
SAP AG 1999
IUT110 Introduction to the IS-U/CCS System
Introduction to the
IS-U/CCS System
Introduction to the
IS-U/CCS System
IUT110
IUT110
5/1 System
5ele$se !.&1 / IS-Utilities/Customer C$re Ser+ice
August 2001
#00! !'-#
0.2
SAP AG 1999
Copyright 2001 SAP AG. All rights resered.
!either this tr"ining m"nu"l nor "ny p"rt thereo# m"y
$e copied or reproduced in "ny #orm or $y "ny me"ns%
or tr"nsl"ted into "nother l"ngu"ge% &ithout the prior
consent o# SAP AG. The in#orm"tion cont"ined in this
document is su$'ect to ch"nge "nd supplement &ithout prior
notice.
All rights resered.
Copyright
6icroso7t E: 2indo/s E: ;T E: Po/erPoint E: 2in2ord E: =Acel E: Pro*ect E: SC8-Ser+er E:
6ultimedi$ @ie/er E: @ideo 7or 2indo/s E: Internet =Aplorer E: ;etSho/ E: $nd ?T68 ?elp E $re
registered tr$dem$r3s o7 6icroso7t Corpor$tion.
8otus ScreenC$m E is $ registered tr$dem$r3 o7 8otus <e+elopment Corpor$tion.
@i+o E $nd @i+oActi+e E $re registered tr$dem$r3s o7 5e$l;et/or3s: Inc.
A5IS Toolset E is $ registered Tr$dem$r3 o7 I<S Pro7. Scheer %m)?: S$$r)rFc3en
Ado)e E $nd Acro)$t E $re registered tr$dem$r3s o7 Ado)e Systems Inc.
TouchSend IndeA E is $ registered tr$dem$r3 o7 TouchSend Corpor$tion.
@isio E is $ registered tr$dem$r3 o7 @isio Corpor$tion.
I06 E: (S/2 E: <02/&000 E $nd AIG E $re $ registered tr$dem$r3 o7 I06 Corpor$tion.
Indeo E is $ registered tr$dem$r3 o7 Intel Corpor$tion.
;etsc$pe ;$+ig$tor E: $nd ;etsc$pe Communic$tor E $re registered tr$dem$r3s o7 ;etsc$pe
Communic$tions: Inc.
(S4/6oti7 E is $ registered tr$dem$r3 o7 (pen So7t/$re 4ound$tion.
(5AC8= E is $ registered tr$dem$r3 o7 (5AC8= Corpor$tion: C$li7orni$: USA.
I;4(56IG E-(n8ine 7or SAP is $ registered tr$dem$r3 o7 In7ormiA So7t/$re Incorpor$ted.
U;IG E $nd G/(pen E $re registered tr$dem$r3s o7 SC( S$nt$ Cru9 (per$tion.
A<A0AS E is $ registered tr$dem$r3 o7 So7t/$re A%
The 7ollo/ing $re tr$dem$r3s or registered tr$dem$r3s o7 SAP A%H A0AP/!: InterSAP: 5I@A: 5/2: 5/1:
5/1 5et$il: SAP (2ord: SAP$ccess: SAP7ile: SAP7ind: SAPm$il: SAPo77ice: SAPscript: SAPtime:
SAPtronic: SAP-=<I: SAP =$rly2$tch: SAP Archi+e8in3: SAP 0usiness 2or37lo/: $nd A8=/2=0.
The SAP logo $nd $ll other SAP products: ser+ices: logos: or )r$nd n$mes included herein $re $lso
tr$dem$r3s or registered tr$dem$r3s o7 SAP A%.
(ther products: ser+ices: logos: or )r$nd n$mes included herein $re tr$dem$r3s or registered tr$dem$r3s
o7 their respecti+e o/ners.
0.3
SAP AG 1999
SAP Utilities (IS-U/CCS)
Introduction to the IS-
U!!S
IUT110 5 da"s
*eel 2 *eel +
#or$ %ana&e'ent
IUT221 3 da"s
!usto'er Ser(ice
IUT2,0 4 da"s
!ontract Accounts
Recei(a)le and
Pa"a)le
IUT2-0 5 da"s
Print #or$)ench
IUT2.0 2 da"s
*e(ice %ana&e'ent
IUT220 3 da"s
+illin& and In(oicin&
IUT2+0 5 da"s
+asic *ata +asic
,unctions
IUT210 3 da"s
Real -i'e Pricin&
IUT2+, 2 da"s
.ner&" *ata
%ana&e'ent
IUT22, 2 da"s
0.4
SAP AG 1999
Course Prere/uisites
0"sic 1no&ledge o# SAP
(2or e3"mple% course SAP0204 SAP 5/+ 6erie&)
7no&ledge o# $usiness processes in " utility comp"ny
0"sic 1no&ledge o# the 8indo&s enironment
0.5
SAP AG 1999
T"rget Group
P"rticip"nts
9ecision m"1ers using IS-U to support $usiness processes
Pro'ect m"n"gers responsi$le #or implementing IS-U
Pro'ect te"mmodeling $usiness processes &ith IS-U
Administr"tors optimi:ing processes in the IS-U enironment
Consult"nts prep"ring #or IS-U implement"tion
9ur"tion
, d"ys
0.6
SAP AG 1999
This course &ill prep"re you to4
Course Go"ls
5ecogni:e ho& IS-U is integr"ted in the 5/+
enironment
6utline $usiness processes in IS-U
Use "nd e##iciently implement IS-U
0.7
SAP AG 1999
Course 6$'ecties
At the conclusion o# this course% you &ill $e
"$le to4
9escri$e the integr"tion o# IS-U in 5/+
Per#orm the core $usiness processes o# IS-U
;3pl"in the structure "nd processes o# IS-U
0.8
SAP AG 1999
Course Content
Unit / ;nergy 9"t" <"n"gement
Unit 9 0illing = Inoicing
Unit 10 0illing <"ster 9"t"
Unit 11 5e"l-Time Pricing
Unit 12 0udget 0illings
Unit 13 Contr"ct Accounts
5ecei"$le "nd P"y"$le
Unit 14 8"ste 9ispos"l Industry
Unit 1 IS-U/CCS 6erie&
Unit 2 CIC
Unit 3 <oe-In/6ut
Unit 40 8or1 <"n"gement
Unit 5 9eice Technology
Unit 6 9eice Inst"ll"tion
Unit 1 <eter 5e"ding
Pre#"ce
Appendi3
CIC. Customer Inter$ction Center
1
SAP AG 1999
Contents4
Integr"tion o# IS-U/CCS in st"nd"rd SAP components
Incorpor"tion o# IS-U/CCS into the core $usiness processes o#
" utility comp"ny in regul"ted "nd deregul"ted m"r1ets
6erie& o# IS-U/CCS #unctions
IS-U/CCS4 6erie&
(C SAP A% IUT110 1
1.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
Present the integr"tion o# IS-U/CCS in st"nd"rd SAP
components
!"me the most import"nt SAP components "nd their
roles in the utilities industry
9escri$e the #unctions o# IS-U/CCS
IS-U/CCS 6erie&4 Unit 6$'ecties
(C SAP A% IUT110 2
1.3
SAP AG 1999
The course p"rticip"nts "re ne& employees o#
e!5GCo.
>ou "re t"1ing p"rt in " ,-d"y tr"ining progr"m
>our m"in t"s1s &ill $e customer-oriented
processes in the customer center
>ou &ill use typic"l $usiness processes to
$ecome #"mili"r &ith the IS-U/CCS structure
IS-U 6erie&4 0usiness Scen"rio
(C SAP A% IUT110 1
1.4
SAP AG 1999
I!T;G5AT;9 P;5S6!A*
C6-6P;5ATI?;
- pl"t#orm #or $usiness co-oper"tion
- industry-speci#ic
- integr"ted% uniers"l $usiness processes
- $uilding o# $usiness rel"tionships
(irtu"l communities)
- integr"tion o# e3tern"l serices
(content)
- @6ne-Step 0usiness@ (co-oper"tion)
- "pplic"tion hosting
- Internet $usiness #r"me&or1
- indiidu"lly "d"pt"$le
- role-speci#ic
- st"nd"rd entry into "ll intern"l
"nd e3tern"l serices
mySAP.com4 6erie&
The mySAP.com concept consists o7 three $re$s.
The my $re$ st$nds 7or e$sy $ccess to $ll elements o7 mySAP.com. 0$sed on the results o7 the
=n*oySAP initi$ti+e: the mySAP.com /or3pl$ce pro+ides person$li9ed: role-)$sed system $ccess.
The S! $re$ represents the $+$il$)ility o7 enterprise so7t/$re o+er the Internet.
The .com $re$ st$nds 7or the Internet inti$ti+e o7 SAP. Tr$de rel$tions $nd )usiness co-oper$tion c$n )e
initi$ted $nd de+eloped o+er the Internet.
(C SAP A% IUT110 !
1.5
SAP AG 1999
C
o
m
p
a
n
y
lim
its
Web browser access
Market-
place
Market-
place
Single
Sign-
On
5/+ -.A
5/+ -.A
FI
FI
LO
LO
HR
HR
CRM
CRM
KM
KM
B2B
B2B
SEM
SEM
!O
!O
BW
BW
"#S!
$tilities
IS-$%CCS
"#S!
$tilities
IS-$%CCS
"#S!&co"co"ponents
Open
Internet
Stan'ar's
R%2
R%2
(on "#S!&co"
E)t&
Co"p&
E)t&
Co"p&
Leg&
S#st&
Leg&
S#st&
!artner !artner
S!
S!
within
outside
"#S!&co"Internet ser*ices
Ot+er Internet ser*ices
Workplace
In',str#-speci-ic
Role-base'
!ersonali.e'
/rag 0Relate
Workplace
In',str#-speci-ic
Role-base'
!ersonali.e'
/rag 0Relate
8or1pl"ce Internet 0usiness 2r"me&or1
The 2or3pl$ce cont$ins lin3s to in7orm$tion /ithin $nd outside comp$ny limits. 8in3s c$n )e m$de to.
;on mySAP.com components. =Atern$l systems +i$ open Internet st$nd$rds
mySAP.com components. Cl$ssic$l $nd ne/ 2e)-)$sed 5/1 tr$ns$ctions (st$nd$rd 5/1 System: ;e/
<imensions: industry solutions: 5eports (such $s 0usiness In7orm$tion 2$rehouse reports in 02
2.1C: Ino/ledge 2$rehouse content
mySAP.com Internet ser+ices. mySAP.com 6$r3etpl$ce
Any Internet or intr$net 2e)sites
(C SAP A% IUT110 #
1.6
SAP AG 1999
mySAP Utilities4 The Comprehensie Solution
SAP Customer 5el"tionship
<"n"gement
SAP Supply Ch"in
<"n"gement
SAP 0usiness Intelligence
SAP 0usiness-to-0usiness
;-Commerce
2in"nce = Controlling
Bum"n 5esource
<"n"gement
*ogistics
Business Network
Strate&i c . nter2r ise
%ana&e'ent
Str ate&ic .nter2rise
%ana&e'ent
+usi ness I ntel li&ence
3
*ata #arehousi n&
+usi ness I ntell i&ence
3
*ata #arehousin&
%ana&er ial
Accounti n&
%ana&eri al
Accounti n&
,inancial
Accounti n&
,inanci al
Accounti n&
Re&ul at or"
Re2ortin&,.R!
Re&ulat or "
Re2ortin&,.R!
In(oici n& In(oici n& Recei (a)l es %ana&e'ent Recei (a)l es %ana&e'ent -hirdP art" Settl e'ent -hir dPart" Settl e'ent
Sal es ! "cle 3 Sal es ! "cle 3 Ser (i ce
A&ree'ent
Ser (ice
A&ree'ent
S2ecial ! usto'er
Processes
S2ecial !usto'er
Processes Retail +il lin& Retail +i llin&
.n&ineerin& 3
!onstructi on
.n&ineerin& 3
!onstructi on Producti on Product ion Plant %aint enance Plant %ai nt enance *eco''issi oni n& *eco''i ssi oni n&
!usto'er Ser(ic e !usto'er Ser(ice %ar$et Research
3 Anal "sis
%ar $et Research
3 A nal "si s
Product
+rand %ar$eti n&
Pr oduct
+rand %ar$etin&
%ar$eti n&
Pro&ra'
%ana&e'ent
%ar$et i n&
Pro&ra'
%ana&e'ent
Sal es %ana&e'ent Sal es %ana&e'ent Sal es
!hannel s
Sal es
!hannels
.n&ineerin& 3
!onstructi on
.n&ineerin& 3
!onstructi on 42erati ons %ana&e'ent 42erati ons %ana&e'ent %aintenance 3
#or $%ana&e'ent
%aintenance 3
#or $%ana&e'ent
-rans'issi on 3
*istri )ution Ser(ic e
-rans'i ssi on 3
*ist ri)uti onSer(ice
Sal es !"cl e 3
+illi n&
Sal es ! "cle 3
+i llin&
!onnect i on 3 Inst allati on
%ana&e'ent
!onnecti on 3 Inst al lati on
%ana&e'ent
Ser (ice
%ana&e'ent
Ser (i ce
%ana&e'ent
%eter Readin&
%ana&e'ent
%eter Readin&
%ana&e'ent
.ner&"*at a
%ana&e'ent
.ner&"data
%ana&e'ent
-raders
#or $)ench
-r aders
#or $)enc h
Ris$
%ana&e'ent
Ri s$
%ana&e'ent
#hol esal e
+ill in&
#holes ale
+il lin&
Reconcil iati on
3 Sett le'ent
Reconciliati on
3 Settle'ent
Pool
IS4
Pool
IS4
5u'an Resource
%ana&e'ent
5u'an Resource
%ana&e'ent Procure'ent Procure'ent -reasur " -reasur " ,i6ed Asset
%ana&e'ent
,i6ed Asset
%ana&e'ent Real .stat e Real .stat e
(C SAP A% IUT110 &
1.7
SAP AG 1999
Internet Sales Internet Sales
Contact Contact Center Center
Mobile Sales Mobile Sales
Customer 5el"tionship <"n"gement (C5<)
S! Customer "e#$tionshi% &$n$'ement (C"&) pro+ides solutions th$t en$)le comp$nies to
e77ecti+ely m$int$in customer rel$tionships throughout the entire li7e cycle. C56 supports comp$nies
)y underst$nding $nd $nticip$ting the re"uirements o7 their customer )$se $s /ell $s those o7 potenti$l
customers. SAP C56 is su)di+ided into 7our m$in )usiness scen$rios.
&o*i#e S$#es Scen$rio. =n$)les 7ield ser+ice employees to $ccess to $ll the in7orm$tion necess$ry 7or
their *o). The d$t$ is s$+ed on $ l$p-top d$t$)$se $nd is regul$rly $ligned /ith the C56 System.
Cont$ct Center Scen$rio. Along /ith the Customer Inter$ction Center (CIC: this 7orms one o7 the
3ey components o7 SAP C56. The CIC en$)les processing o7 incoming $nd outgoing telephone c$lls
using the SAPphone CTI (Computer Telephony Integr$tion inter7$ce: processing o7 incoming $nd
outgoing =-m$ils $nd $cti+ity m$n$gement (recording o7 $ll cont$cts in the cont$ct center. The CIC
c$n )e used in ser+ice (Ser+ice Inter$ction Center SIC: s$les $nd distri)ution or m$r3eting (teles$les
$nd telem$r3eting.
Internet S$#es Scen$rio. =n$)les electronic )usiness $cti+ities to t$3e pl$ce o+er the 2orld 2ide 2e)
)et/een comp$nies: $nd )et/een comp$nies $nd end-customers (02C.
+usiness-to-+usiness !rocurement (SAP 00P. The SAP solution 7or )usiness $cti+ities t$3ing pl$ce
)et/een comp$nies o+er the 2orld 2ide 2e).
(C SAP A% IUT110 '
1.8
SAP AG 1999
5/+ 6ther
;##icient An"lysis o# In#orm"tion
- inno"tie "nd intuitie user inter#"ce
- e##icient 6*AP "n"lysis #unctions
- #or "ll types o# user
;3tensie 0usiness Content
- in#orm"tion model% reports "nd
e3tr"ctors
- <et"d"t" repository
- comp"ny comp"rison "lues
;nd-to-;nd 9"t" 8"rehousing Solutions
- e3tr"ction o# 5/+ d"t" "nd e3tern"l d"t"
- #ully "utom"ted
- centr"l control
0usiness In#orm"tion 8"rehouse (08)
The S! +usiness In,orm$tion -$rehouse (+-) is the mySAP.com )usiness component th$t is used
to eAtr$ct $nd $n$ly9e d$t$ 7rom oper$ti+e )usiness $pplic$tions ((8TP systems. 0esides (8TP
Systems such $s 5/1 $nd SAP 00P (0usiness-to-0usiness Procurement. 0usiness process in =-
Commerce th$t en$)les employees to purch$se goods $nd ser+ices directly 7rom suppliers: other
eAtern$l d$t$ sources such $s d$t$)$ses or online ser+ices c$n $lso )e connected. (8TP st$nds 7or (nline
Tr$ns$ction Processing.
The SAP 0usiness In7orm$tion 2$rehouse supports (nline An$lytic$l Processing ((8AP $nd is
especi$lly suit$)le 7or processing l$rge +olumes o7 oper$ti+e $nd historic$l d$t$.
SAP 02 cont$ins $ll the necess$ry 6et$d$t$ 7or current )usiness processes. This includes In7oSources:
In7oCu)es $nd st$nd$rd reports: tr$ns7er structures 7or $ll rele$ses $nd communic$tion structures $nd
upd$te rules 7or e$ch In7oCu)e. These elements $re p$rt o7 the re$dy-to-go str$tegy th$t supports
$utom$tic d$t$ tr$ns7er /ith immedi$te $n$lysis $ccording to inst$ll$tion o7 the system $nd n$ming o7
the source system.
SAP 02 re"uests $pplic$tion d$t$ in regul$r inter+$ls 7rom the $lloc$ted source systems (pull
mech$nism. The )$c3-end systems there7ore cont$in eAtr$ctors th$t collect d$t$ $nd deli+er it to the
SAP 0usiness In7orm$tion 2$rehouse.
(C SAP A% IUT110 ,
1..
SAP AG 1999
Customer
serice =
$illing
Gener"tion Gener"tion Tr"nsmission Tr"nsmission
9istri$ution 9istri$ution
Consumption
entry
Consumption
entry
Inoicing Inoicing
Contr"ct
A/5 = A/P
Contr"ct
A/5 = A/P
<eter = 9eice <"n"gement
8or1 <"n"gement
Serice
$illing
Consumption
$illing
Consumption
$illing
Inst"ll"tion
serices
All customer-rel"ted $usiness processes
Inoicing Inoicing
<"r1eting <"r1eting
= S"les = S"les
P"rticul"r $usiness processes P"rticul"r $usiness processes
Customer 5el"tionship <"n"gement Customer 5el"tionship <"n"gement
IS-U/
CCS
P<
<<
S9
2I 2I
C5<
2unction"l Scope o# the IS-U System
(C SAP A% IUT110 -
1.10
SAP AG 1999
Integr"ted "nd 6pen System *"ndsc"pe
ITS ITS
CTI CTI
An"lyses
0"c1 end 2ront end
Tele
$usiness
<o$ile
Appli-
c"tions
SAP
IS-U/
CCS
SAP 08
0usiness o$'ects
such "s $usiness
p"rtner% "greement%
contr"cts% products
"nd s"les "nd
distri$ution
pro'ects
;lectronic
$usiness
(Internet)
(C SAP A% IUT110 10
1.11
SAP AG 1999
ITS ITS
CTI CTI
0usiness o$'ects
such "s $usiness
p"rtner% "ctiities%
contr"cts% products%
s"les "nd
distri$ution pro'ects
Tele
$usiness
;lectronic
$usiness
(Internet)
<o$ile
Appli-
c"tions
SAP
IS-U/
CCS
SAP 08
IS-U/CCS 0usiness Processes
-9eice <"n"gement
-0illing
-Inoicing
-Contr"ct Accounts 5ecei"$le "nd P"y"$le
-Intercomp"ny 9"t" ;3ch"nge
-;nergy 9"t" <"n"gement
-...
-9eice <"n"gement
-0illing
-Inoicing
-Contr"ct Accounts 5ecei"$le "nd P"y"$le
-Intercomp"ny 9"t" ;3ch"nge
-;nergy 9"t" <"n"gement
-...
An"lyses
0"c1 end 2ront end
(C SAP A% IUT110 11
1.12
SAP AG 1999
ITS
CTI
0usiness o$'ects
such "s $usiness
p"rtner% "ctiities%
contr"cts% products%
s"les "nd
distri$ution
pro'ects
Tele
$usiness
;lectronic
$usiness
(Internet)
<o$ile
Appli-
c"tions
SAP
IS-U/
CCS
SAP 08
-0usiness p"rtners
-Contr"ct "ccounts
-Contr"cts
-Connection o$'ects
-Points o# deliery
-0usiness p"rtners
-Contr"ct "ccounts
-Contr"cts
-Connection o$'ects
-Points o# deliery
Synchroni:ed 0usiness 6$'ects
An"lyses
0"c1 end 2ront end
(C SAP A% IUT110 12
1.13
SAP AG 1999
An"lyses
0"c1 end 2ront end
ITS
CTI CTI
n$#ysis
0usiness o$'ects
such "s $usiness
p"rtner% contr"cts
"nd products.
Tele$usin
ess
;lectronic
$usiness
(Internet)
<o$ile
Components
SAP
IS-U/
CCS
SAP 08
0usiness p"rtner tr"ns#er to
t"rget group selection
2) T"rget group selection
+) Tr"ns#er o# t"rget group
to SAP C5<
-) <"r1eting pl"nning
,) C"mp"ign cre"tion
A) C"mp"ign e3ecution
C) Actiity m"n"gement
.) C"mp"ign #eed$"c1 (08)
D) Contr"ct cre"tion
10) Contr"ct synchroni:"tion
11) Autom"tic cre"tion o# contr"cts
12) I9; communic"tion &ith prior
supplier or tr"nsmission comp"ny
1+) Autom"tic cre"tion or ch"nge o#
m"ster d"t"
-----
1-) Tr"ns#er o# meter re"ding results
1,) 0illing "nd inoicing
1A) Tr"ns#er o# s"les "nd tr"ns"ction
st"tistics to 08
1C) 6ption"l4 Commission
determin"tion
1(") Import o# e3tern"l
"ddresses to t"rget
group selection
<"r1eting "nd S"les Process
(C SAP A% IUT110 11
1.14
SAP AG 1999
Marketing
0nal#sis
Ser*ice
Center
1ele-
Sales
Fiel'
Ser*ice
Ser*ice
Le*el
Mg"t
!ro',ct
0Bran'
Mg"t 1ele-
Marketing
Internet
Marketing
Fiel'
Sales
Internet
Sales
B,s&!art&
Collabor-
ation
C,sto"er
/e*elop-
"ent
Retention
Manage-
"ent
mySAP
C5< +.0
<"r1eting = S"les
Contr"ct
Accounting
Consumption
;ntry
Inst"ll"tion
Serices
9eice <"n"gement
<eters/9eices/Connecti
ons
In#orm"tion
System
8or1
<"n"gement
0usiness
P"rtners4
5esid. Cust.
!onresid. Cust.
S"les Cust.
6&ner
0ill 5ecipient
Inst"ller
Sectors4
;lectricity
G"s
8"ter
8"ste 8"ter
9istrict Be"ting
C"$le T?
Serice Contr"ct
Goods
Ch"rges
T"3es / 2ees
Prospect
8"ste 9ispos"l
Serice 6rder
0illing =
Inoicing
Serice Cust.
mySAP
Utilities
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08
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2in"nci"ls
08 e3tr"ctors
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selection "nd other
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System In#r"structure C5<% 08 "ndmySAP
Utilities
(C SAP A% IUT110 1!
1.15
SAP AG 1999
2I 2I
S9 S9
A< A<
<< <<
GIS%
CA9%
SCA9A
GIS%
CA9%
SCA9A
<< <<
P</ P</
CS CS
S9 S9
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S"les =
9istri$ution
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;3tern"l
Consumption
;ntry
Systems
;3tern"l
Consumption
;ntry
Systems
;3tern"l
S"les
Systems
;3tern"l
S"les
Systems
S!
B,siness
!artner
S!
B,siness
!artner
Customer
in#orm"tion system
IS-U
components
St"nd"rd SAP
components
;3tern"l systems
2in"nci"l
Accounting
2in"nci"l
Accounting
9eice
<"n"gement
9eice
<"n"gement
C C
U U
S S
T T6 6
< <
; ;
5 5
Pl"nt <"inten"nce
= Customer
Serice
Pl"nt <"inten"nce
= Customer
Serice
Asset <"n"gement =
<"teri"ls <"n"gement
Asset <"n"gement =
<"teri"ls <"n"gement
C C
A A
5 5
; ;
= =
S S ; ;
5 5
? ?
I I
C C
; ;
IS-U/CCS "s "n integr"ted
component o# the
SAP enterprise
in#orm"tion system
IS-U/CCS "s "n integr"ted
component o# the
SAP enterprise
in#orm"tion system
P< P<
IS-U/CCS - Integr"tion <odel
Centr$l )usiness p$rtner model (5/1 JK the customer is the centr$l d$t$ o)*ect.
Cross-$pplic$tion component 4I-CA 7or Contr$ct Accounts 5ecei+$)le $nd P$y$)le
<esigned 7or processing $ l$rge +olume o7 postings 7rom s$les $nd collection $cti+ities 7or $ l$rge
num)er o7 customers
Industry-speci7ic enh$ncements 7or the utilities industry en$)le the use o7 the st$nd$rd 5/1 component
P6/CS (Pl$nt 6$inten$nce/Customer Ser+ice.
JK ide$l prere"uisites 7or processing ser+ice $cti+ities
P6/CS is integr$ted /ith the 7ollo/ing components.
S<. 6$n$gement o7 customer "uot$tions $nd orders: $nd $lso eAecution o7 )illing
C(. Alloc$tion $nd settlement o7 costs rel$ted to ser+ice $cti+ities
66. Processing o7 m$teri$l re"uirements $nd goods mo+ement rel$ted to ser+ice $cti+ities
The results o7 ser+ice )illing c$n )e tr$ns7erred to IS-U in+oicingH 7urther processing o7 de)its occurs +i$
4I-CA.
6$teri$l m$ster records $re m$n$ged in 66 $t the s$me time $s de+ice c$tegories in IS-UH purch$sing
$nd stoc3holding o7 de+ices $re processed using 66 components.
(C SAP A% IUT110 1#
1.16
SAP AG 1999
E 9eregul"tion-en"$led #unction"lity
E Integr"tion o# "pplic"tion "re"s
Bomogeneous inter"ction $et&een "ccounting "nd core logistics
processes
0usiness processes #or "ll "re"s
Shorter le"d times #or $usiness processes
E 2le3i$ility
C"n $e "d"pted to loc"l deregul"tion rules
C"n $e implemented in "ll types o# comp"nies
Supports "ll types o# serice
;n"$les deelopment o# indiidu"l $usiness str"tegy
E Customer-orient"tion
User #riendly
6riented to $usiness processes
Competition-oriented
In#orm"tie
Communic"tie
E 6pen "rchitecture
The Strengths o# mySAP Utilities
(C SAP A% IUT110 1&
1.17
SAP AG 1999
Solution <"p SAP Utilities
Cl"ssic utility comp"ny
Gener"tion Tr"nsmission = 9istri$ution S"les = 9istri$ution
9eregul"tion
Gener"tion Tr"nsmission
9istri$ution
9eice <"n"gement
<"r1eting% s"les "nd
distri$ution% $illing%
customer serice
Solutions #or the !e& Industry <"r1et <odel
(C SAP A% IUT110 1'
1.18
SAP AG 1999
9istri$ution
comp"ny
Settlement
coordin"tor
(F tr"nsmission comp"ny)
Supplier
;3ch"nges "nd
$il"ter"l contr"cts
Grid "ccess regul"tions #or
use o# the tr"nsmission grid%
schedule "nd settlement
results
Grid connection
contr"ct% grid us"ge
contr"ct
!egoti"ted grid "ccess%
outline contr"ct #or sm"ller
customers% schedule "nd
settlement results
;nergy
procurement
contr"cts
;nergy supply
contr"ct
0usiness p"rtner
0"l"nce
comp"rison
9eregul"ted <"r1et4 0usiness Perspectie
(C SAP A% IUT110 1,
1.1.
SAP AG 1999
C"ll C"ll- -center #unction"lity center #unction"lity
2"ster "nd more direct "ccess to "ll rele"nt in#orm"tion "nd
tr"ns"ctions re/uired during cont"ct &ith customers is
"dmissi$le. This includes customer oerie&s% ch"nging
m"ster d"t"% displ"ying $ills% entering meter re"ding results%
"ccount in#orm"tion "nd so on.
8or1 items "llo& c"ll$"c1s "nd out$ound c"mp"igns.
<"ster d"t" templ"te <"ster d"t" templ"te
Product modeling on the $"sis o# con#igured m"teri"ls "nd
pricing in S9. The m"ster d"t" gener"tor is used to post-edit
c"mp"igns.
IS IS- -U content #or 08 U content #or 08
S"les st"tistics% consumption st"tistics% tr"ns"ction st"tistics
"nd so on
S"les "nd <"r1eting in IS-U/CCS (1)
(C SAP A% IUT110 1-
1.20
SAP AG 1999
8or1#lo&
mySAP
Utilities
<"ster d"t"
templ"te
<"ster d"t"
templ"te
<"ster d"t"
gener"tor
<"ster d"t"
gener"tor
Product selection
using mySAP C5<
ch"nnels4
mySAP C5<
product
mySAP C5<
product
Con#igur"tion
Con#igur"tion
?"ri"$le product in#orm"tion
?"ri"$le product in#orm"tion
2i3ed product in#orm"tion
2i3ed product in#orm"tion
mySAP Utilities
product
mySAP Utilities
product
Con#igur"tion
Con#igur"tion
<"ster d"t" gener"tion
or ch"nge in
mySAP Utilities4
S"les Processing
(C SAP A% IUT110 20
1.21
SAP AG 1999
Internet Sel# Serices Internet Sel# Serices
02C (0usiness to Customer scen"rios)
5egistr"tion/p"ss&ord ch"nge #or Internet user
<"int"in moe-in d"t"
<"int"in moe-out d"t"
<"int"in person"l d"t"
9ispl"y consumption history
;nter meter re"ding results
9ispl"y "nd p"yment o# " $ill
Issue collection "uthori:"tion
9ispl"y "ccount $"l"nce
The d"t" is upd"ted immedi"tely or is tr"ns#erred to the
"ppropri"te user #or #urther processing.
S"les "nd <"r1eting in IS-U/CCS (2)
(C SAP A% IUT110 21
1.22
SAP AG 1999
;nter ;nter
user "nd user "nd
p"ss&ord p"ss&ord
Select Select
serice serice
Internet Sel# Serices4 St"rt P"ge
(C SAP A% IUT110 22
1.23
SAP AG 1999
Settlement
Co ns um pt i on Pr i ceC h" r ge
4n- Pe a$ $#h 10 0 $#h 70 . 25 7 2 5 .0 0
48 8 -Pea $ $#h 40 0 $#h 70 . 10 7 4 0 .0 0
S2 ot $#h 10 0 $#h 70 . 50 7 5 0 .0 0
A 'o un t *u e 7 1 15 .0 0
/ohn Smith
10 !$r0 1enue
12345 23
4-
60
30
10
Addition"l Addition"l
"greement4 Spot "greement4 Spot
deliery deliery
Agreed price
Spot price Spot price
EDM
9 Bistoric"l
pro#ile
9 Price pro#ile
9 2orec"st
pro#ile
+i##in' %eriod
05.01. 5 06.01.
Pro#ile
<"n"gement
8h"t is ;nergy 9"t" <"n"gementG
0illing
=nergy <$t$ 6$n$gement (=<6 en$)les you to m$n$ge consumption d$t$ $nd corresponding )usiness
processes. =<6 is p$rticul$rly use7ul 7or m$n$ging $nd )illing consumption d$t$ th$t is me$sured $t
speci7ic inter+$ls (7or eA$mple lo$d pro7iles $nd lo$d sh$pes.
=<6 en$)les you to )ill inter+$l d$t$ such $s 5TP r$tes (re$l-time pricing $nd time-o7-use r$tes.
Settlement
de$ls /ith settlement processes: $mounts $nd ch$rges: $s /ell $s procurement schedules $nd net/or3
pro7iles.
(C SAP A% IUT110 21
1.24
SAP AG 1999
Auto. <5
systems
Auto. <5
systems
Inter"l
meter
Auto. <5
systems
<eter
re"ding
document
customer
meter
re"ding
<
9
;
Point o#
deliery
Point o#
deliery
9
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9"t" entry
Print
<5
d"t"
mgmt
<5 <5
d"t" d"t"
mgmt mgmt
E
D
M
E
D
M
Pu$lic net&or1 Pu$lic net&or1
;9I2ACT
I
<
P
6
5
T
;
H
P
6
5
T
Tr"dit.
meter
5e"l-time
pricing
Prelimin"ry
$illing
0illing 0illing 0illing
9eice
<"n"gement
9eice 9eice
<"n"gement <"n"gement
6ther
modules
9
o
&
n
l
o
"
d
9
"
t
" e
n
t
r
y
Inoicing Inoicing Inoicing
Contr"ct
A/5 E A/P
Contr"ct Contr"ct
A/5 E A/P A/5 E A/P
Scheduling Scheduling Scheduling
*o"d
pro#ile
mgmt
*o"d
pro#ile
mgmt
;nergy 9"t" <"n"gement 1
(C SAP A% IUT110 2!
1.25
SAP AG 1999
?"ri"nt-$"sed $illing (IS-U/CCS)
9i##erenti"tion o# "rious r"te periods using registers
Consumption $illing #or e"ch register (per r"te period) using "ny
comple3 $illing rules
Construction o# cost estim"tes #rom $"sic #ormul"s
Bigh $illing throughput
Pro#ile-$"sed $illing (IS-U/;9<)
9i##erenti"tion $et&een #i3ed inter"ls o# me"surement (such "s
1, min% +0 min% 1hr)
<e"surement using inter"l meters
Consumption $illing #or e"ch inter"l in "ccord"nce &ith inter"l-
speci#ic conditions
0illing complies &ith the typic"l t"$le c"lcul"tion procedure
*o& $illing throughput
;nergy 9"t" <"n"gement 2
(C SAP A% IUT110 2#
1.26
SAP AG 1999
IS-U/CCS supports customer-oriented core $usiness
processes o# utility "nd serice comp"nies.
IS-U/CCS is "n integr"ted component o# the SAP
enterprise in#orm"tion system.
IS-U/CCS c"n $e used #or $illing "nd m"n"ging
st"nd"rd diisions "s &ell "s "ddition"l ne& serices.
IS-U 6erie&4 Unit Summ"ry
(C SAP A% IUT110 2&
2
SAP AG 1999
Contents4
<"ster d"t"
6$'ecties o# the Customer Inter"ction Center (CIC)
Typic"l processing steps
Implement"tion "nd use
<ost import"nt "pplic"tion "re"s
Customer cont"cts
CIC
(C SAP A% IUT110 1
2.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
!"me the most import"nt IS-U/CCS $usiness o$'ects
9escri$e the r"nge o# "pplic"tions
;3pl"in the elements o# the Customer Inter"ction
Center
C"rry out some typic"l customer processes
Cre"te "nd use customer cont"cts
CIC4 Unit 6$'ecties
(C SAP A% IUT110 2
2.3
SAP AG 1999
Customer c"ll "nd identi#ic"tion i" 2ront 6##ice
9"t" enironment
9ispl"y o# $usiness d"t"
Ch"nges to d"t"
Ch"nge $"n1 det"ils
Ch"nge r"tes
Customer cont"ct
CIC4 0usiness Scen"rio
(C SAP A% IUT110 1
2.4
SAP AG 1999
0"sement
Ap"rtment 2
Ap"rtment +
Ap"rtment 1
B"ll
Serice Connection4 ;lectricity Serice Connection4 G"s Serice Connection4 8"ter
Supply
Grid
Street
Connection 6$'ect
F Premise
*e(ice location
0"sement
*e(ice location
0"sement
*e(ice location
B"ll
*e(ice location
B"ll
0usiness
p"rtner
Contr"ct 14
;lectricity
Contr"ct 14
;lectricity
Contr"ct 24
G"s
Contr"ct 24
G"s
Contr"ct +4
8"ter
Contr"ct +4
8"ter
Installation 10
;lectricty
meter
Installation 10
;lectricty
meter
Installation 20
G"s meter
Installation 20
G"s meter
Installation 30
8"ter meter
Installation 30
8"ter meter
Contr"ct
"ccount
Contr"ct
"ccount
The IS-U Bouse
(C SAP A% IUT110 !
2.5
SAP AG 1999
SAP
0usiness p"rtner
SAP
0usiness p"rtner
6&ners
Interested p"rty
Ten"nts
;3isting
9e$tor
;mployee
Inst"ller
Indiidu"ls "nd comp"nies
0usiness p"rtner
rel"tionships
2le3i$le inter#"ces
Integr"tion o# $usiness roles Group
!onresidenti"l
customer
?"rious 0usiness P"rtners
(C SAP A% IUT110 #
2.6
SAP AG 1999
9 !"me
9 Address
9 Person"l d"t"
9 Communic"tion
9 !"me
9 Address
9 Person"l d"t"
9 Communic"tion
9 Pa"'ent
transactions
9 General data
:account class;
social securit";
credit<orthiness;
dri(er=s license no.;
e'2lo"ee class>
9 ...
Prospect
9 -"2e o8 co'2an"
9 *i(ision license
9 #or$ 8ield
9 ?icense
9 %ain utilit" co'2an"
9 Identi8ication
9 ...
Inst"ller
9 +ranch o8 industr"
9 Relationshi2s
9 !ontact histor"
9 ...
0usiness p"rtner 0usiness p"rtner
Contr"ct p"rtner
5oles o# the 0usiness P"rtner
The centr$l )usiness p$rtner concept en$)les you to.
<e7ine the )usiness p$rtner glo)$lly
6odel di77erent roles 7or $ )usiness p$rtner in the system
The speci7ic roles o7 the )usiness p$rtner in IS-U $re.
Contr$ct p$rtner
Inst$ller
Cont$ct person
Prospect
(ther roles $nd d$t$ 7ields $re dependent on Customi9ing settings.
A )usiness p$rtner is included in di77erent )usiness processes: depending on his or her role.
A customer recei+ing utility $nd m$inten$nce ser+ices
A )ill recipient
Supplier
A prospect t$rgeted )y m$r3eting $cti+ities
The o/ner o7 $n $p$rtment or house
(C SAP A% IUT110 &
2.7
SAP AG 1999
Cross-role d"t" 5ole-speci#ic d"t"
Gener"l
2orm o# "ddress% n"me
*eg"l #orm% comp"ny
Group% se"rch terms
Addresses
St"nd"rd "ddress
P.6. $o3 "ddress
6ther "ddresses
Communic"tion
Telephone% #"3
;3tensions
Internet% ;-m"il% online
SAP
0usiness
P"rtner
SAP
0usiness
P"rtner
P"yment
Tr"ns"ctions
0"n1 det"ils
Addition"l 9"t"
Identi#ic"tion num$ers
*egitim"tion
5egister entry
0usiness P"rtner 9"t"
0P 5el"tionships
Bier"rchic"l
;/u"l
<"rit"l
0usiness p$rtners $re di+ided into +$rious groups: to /hich di77erent $ttri)utes $re $lloc$ted. IS-U
di77erenti$tes )et/een.
Indi+idu$ls
(rg$ni9$tions
%roups
<epending on the )usiness conteAt: the )usiness p$rtner c$n $ssume di77erent roles. IS-U di77erenti$tes
)et/een.
Contr$ct p$rtner
Inst$ller
Cont$ct person
Prospect
(ther roles depend on Customi9ing
4or e$ch contr$ct p$rtner: $n S< )usiness p$rtner is cre$ted in the )$c3ground.
A progr$mm$)le inter7$ce: /hich /ill incorpor$te customer-speci7ic 7ields: is currently )eing pl$nned.
(C SAP A% IUT110 '
2.8
SAP AG 1999
Gener"l d"t" 9unning/p"yment d"t"
Contr"ct
Account
9unning d"t"
*unnin& control
*unnin& letter reci2ient
*unnin& )loc$ reason
6utgoing p"yments
Pa"'ent 'ethod
+an$ details
Alternate 2a"ee
Account "ssignment
#here-used list 8or 4ls
Plannin& &rou2
Account deter'ination
Settle'ent cate&or"
Incoming p"yments
Pa"'ent 'ethod
+an$ details
Alternate 2a"er
Control
Alternati(e )ill reci2ient
Paid )" collecti(e )ill
account
Additional )ill
Gener"l d"t"
Account na'e
Account no. in le&ac"
s"ste'
-er's o8 2a"'ent
-olerance &rou2
Contr"ct Account 9"t"
(C SAP A% IUT110 ,
2..
SAP AG 1999
Contr"ct
P"rtner
Contr"ct
P"rtner
Contr"ct
Account 1
Contr"ct
Account 2
Contr"ct
Account +
Contr"ct 1
(;lec. - domestic)
Contr"ct 2
(8"ter - domestic)
Contr"ct +
(G"s - $usiness)
Contr"ct -
(;lec. - $usiness)
Contr"ct ,
(;lec. - $usiness)
150
100
300
100
50
0ill coer
sheet
CA 2/+
0ill coer
sheet
CA 2/+
Tot"l 4 -,0 U!I
(St"tistic"l
posting to
contr"ct
collectie $illing
"ccount C0A 1)
Tot"l 4 -,0 U!I
(St"tistic"l
posting to
contr"ct
collectie $illing
"ccount C0A 1)
0ill
CA 1
Tot"l 4 2,0 U!I
0ill
CA 2
Tot"l 4 -00 U!I
0ill
CA +
Tot"l 4 ,0 U!I
Contr"ct
Account #or
Collectie
0ill
Contr"ct
Account #or
Collectie
0ill
Collectie 0ills
(C SAP A% IUT110 -
2.10
SAP AG 1999
Gener"l 9"t"
<oe-In/<oe-6ut 9"t"
Contr"ct Contr"ct
0illing 9"t"
9 @oint In(oice
9 +illin& )loc$ reason
9 4utsortin& &rou2
0udget 0illing
9"t"
9 +ud&et )illin&
AdAust'ent
9 +ud&et )illin& c"cle
Acct Assignment 9"t"
9 Account deter'ination I*
9 !ost center
9 +usiness area
Gener"l
Contr"ct 9"t"
9 !ontract account
9 *i(ision
9 !o'2an" code
9 Plantco'2. consu'.
9 Statistics &rou2
9 AuthoriBation &rou2
Scheduling 9"t"
9 !ontract startend date
9 Rene<al dates
9 !ancellation dates
9"t" 5ele"nt to 0illing
9eregul"tion
2ields
Contr"ct 9"t"
In the St$tistics group 7ield: you speci7y $ st$tistics group 7or $ contr$ct. It is used 7or determining d$t$
7or s$les st$tistics.
The $uthori9$tion group pre+ents un$uthori9ed $ccess to speci7ied o)*ects. To )e $)le to c$rry out $ny
$cti+ity protected in this /$y: the user must h$+e $uthori9$tion 7or )oth the $cti+ity $nd the $uthori9$tion
group.
<$t$ rele+$nt to )udget )illing (the )udget )illing cycle: 7or inst$nce m$int$ined in the contr$ct
o+errides the de7$ult +$lues de7ined in the portion or the Customi9ing settings.
The outsorting group determines /hich +$lid$tions $re to )e c$rried out in )illing. A contr$ct c$n $lso )e
outsorted m$nu$lly.
The meter re$ding )loc3 re$son speci7ies /hy the contr$ct h$s )een )loc3ed 7or meter re$dings. I7 you
m$3e $n entry in this 7ield then the contr$ct c$n no longer )e )illed. The contr$ct /ill not )e rele$sed
$g$in 7or )illing until you enter $ )illing rele$se re$son (the )illing rele$se re$son o+errides the )illing
)loc3 re$son.
A )usiness $re$ is $n org$ni9$tion$l unit th$t co+ers $ restricted $re$ o7 $cti+ity/responsi)ility in your
comp$ny. @$lue mo+ements entered in 4in$nci$l Accounting c$n )e $ttri)uted to this )usiness $re$ 7or
the purposes o7 eAtern$l $ccounting.
Scheduling d$t$ is pro+ided m$inly 7or in7orm$tion purposes. It $llo/s you to displ$y in7orm$tion on
/hen $ contr$ct /$s signed or c$ncelled: 7or eA$mple.
(C SAP A% IUT110 10
2.11
SAP AG 1999
P< d"t" IS-U d"t"
Connection
6$'ect
Addition"l 9"t"
9 StructureeCui2'ent list
9 Account assi&n'ent
9 !lassi8ication
Pl"nt <"inten"nce
9 Structure
9 %aintenance 2lannin&
2lant
9 %aintenance 2lannin&
&rou2
*oc"tion 9"t"
9 %aintenance 2lant
9 ?ocation descri2tion
9 A+! indicator
Gener"l
9 *escri2tion
9 Processin& status
9 Dotes
Attri$utes
9 Re&ional structure &rou2
9 AuthoriBation &rou2
Address
9 Street; house nu')er
9 Postal code; cit"
9 Political re&ional structure
Connection 6$'ect 9"t"
(C SAP A% IUT110 11
2.12
SAP AG 1999
Gener"l d"t" 5el"tionships
Premise
Addition"l 9"t"
Dotes
U2date lo&
Attri$utes
Pre'ise t"2e
4<ners
Du')er o8 occu2ants
*oc"tion 9"t"
Store"
Roo' nu')er
?ocation descri2tion
Connection 6$'ect
,or's the lin$ )et<een
the 2re'ise and the
re&ional structure
Technology
!an )e assi&ned to a
de(ice location
Inst"ll"tion
!an co'2rise se(eral
installations to )e )illed
Premise 9"t"
(C SAP A% IUT110 12
2.13
SAP AG 1999
Gener"l d"t" 5el"tionships
Addition"l 9"t"
Installation t"2e
Guarantee o8 su22l"
Dotes
U2date lo&
Control 9"t"
Su22l" or consu'2tion
*e8inition o8 )ase 2eriod
%eter readin& control
Process 9"t"
!urrent 2re'ise
!urrent )usiness 2artner
!urrent contract
Inst"ll"tion
0illing
Rate cate&or"
Rate data 8or de(ices
and re&isters
Re8erence (alue
5egion"l Structure
?in$ed (ia the 2re'ise
and connection o)Aect
4(erride de8ault 'eter
readin& unit
0usiness P"rtner
!onclusion o8 the contract
<ith the )usiness 2artner
Inst"ll"tion 9"t"
(C SAP A% IUT110 11
2.14
SAP AG 1999
Point o#
deliery
Technic"l
9 Re&ister
Be"der d"t"
9 Structure cate&or"
9 5istor"
Point o# deliery I9
9 *escri2tion
9 Point o8 deli(er" t"2e
9 Point o8 deli(er" role
9eregul"tion
9 Installation
9 Pre'ise
9 Ser(ice t"2e
9 Grid :distri)utor>
9 Settle'ent unit
Point o# 9eliery 9"t"
(C SAP A% IUT110 1!
2.15
SAP AG 1999
IS-U
IS-U
,I-!A
,I-!A
S*; !S; P%
S*; !S; P%
!ross a22l.
!ross a22l.
Contr"ct
"ccount
0usiness
p"rtner
5egion"l
structure
Connection
o$'ect
Connection
o$'ect
Connection
9eice
loc"tion
Premise
Contr"ct
(utility)
Inst"ll"tion
9eice
<eter
re"ding
Integr"tion &ith
*ogistics
9eice
c"tegory
Point o#
deliery
0usiness 6$'ects in IS-U/CCS
Serice
(C SAP A% IUT110 1#
2.16
SAP AG 1999
*"rge utility comp"nies process seer"l million customer-
oriented $usiness processes eery ye"r
There "re usu"lly speci"l dep"rtments #or this4
Customer center
C"ll center
Customer serice "gents
The IS-U Customer Inter"ction Center (CIC) supports these
dep"rtments in the system
8h"t Is " Customer Inter"ction CenterG
(C SAP A% IUT110 1&
2.17
SAP AG 1999
;##icient user inter#"ce% short tr"ining period
All common serice #unctions directly "ccessi$le
;ntry &ith incomplete d"t" "nd comprehensie se"rch help
User-speci#ic "d'ustment o# the inter#"ce "nd o# the
""il"$le $usiness processes
Connection to e3tern"l communic"tion systems (e.g.
Computer Telephony Integr"tion% Internet)
Customer Inter"ction Center4 5e/uirements
(C SAP A% IUT110 1'
2.18
SAP AG 1999
IS-U/CCS 2ront 6##ice 2unctions
888
2"3 *etter Telephone Internet
In person
IS-U
Customer In#orm"tion System
Archie
integr"tion
Archie
integr"tion
C"ll center
integr"tion
C"ll center
integr"tion
Internet
integr"tion
Internet
integr"tion
Integr"tion &ith ;3tern"l Communic"tion Systems
As $ customer in7orm$tion system: IS-U/CCS en$)les you to integr$te eAtern$l communic$tion systems
in your d$ily /or3.
The 7ollo/ing slides descri)e the three most import$nt inter7$ces.
Archi+ing o7 documents cre$ted in IS-U (7or eA$mple in+oices to customers: /elcome letters: $nd so
on.: $s /ell $s $rchi+ing incoming (or outgoing documents /hich $re initi$lly only $+$il$)le in p$per
7orm (7$Aes: letters: $nd so on.
Integr$tion /ith $ c$ll center solution +i$ the SAPphone component.
Access to IS-U 7unction$lity +i$ the Internet or +i$ $n intr$net.
(C SAP A% IUT110 1,
2.1.
SAP AG 1999
Identi#ic"tion In#orm"tion
Serice
#unction
Initi"te
&or1#lo&
Customer
cont"ct
Customer
cont"ct
Customi:ing
,ront 488ice0 Initial Screen H
,ront o88ice .dit Goto S"ste' 5el2
Search
criteria Da'e0 last8irst
Streethouse nu')er
Post!dcit"cntr"
+usiness 2artner
Acti(it" date
-el. no.
Addr.!at.
+us. 2art.
!onn.o)A.
!usto'er Pre'ise
!all *escri2tion
!onte6t Processe
s
Install. -echnical
Identi#ic"tion
9e#in"$le #ield selection
Use A!9 to 'oin #ields
Generic se"rch &ith I
9ispl"y results
In#orm"tion
9ispl"y o# $usiness o$'ects
2ield represent"tion o#
seer"l$usiness o$'ects
;3"mples4 customer%
contr"ct "ccount% cont"cts%
$ill "nd so on
Clip$o"rd
Tempor"ry stor"ge o#
$usiness o$'ects
Juic1 #ollo&-up c"lls
Good conte3tu"l
oerie&
Processes
2ront 6##ice processes
5/+ &or1#lo& processes
;3"mples4 customer
ch"nge "nd serice
connection process
The IS-U/CCS Customer Inter"ction Center
The CIC is $+$il$)le in t/o di77erent l$youts. The CIC /ith di77erent +ertic$l screen $re$s (see $)o+e is
the st$nd$rd l$yout. In the 8-sh$pe l$yout (see neAt p$ge: selected sectors including utilities: medi$ $nd
telecommunic$tions $re $+$il$)le.
The CIC/4ront (77ice screen is di+ided into 7our di77erent $re$s.
Clip)o$rd ($lso c$lled )usiness d$t$ displ$y.
Used to tempor$rily s$+e processed )usiness o)*ects.
Identi7ic$tion (se$rch criteri$: d$t$ 7inder.
This is /here you enter se$rch criteri$ to loc$te $ )usiness o)*ect. =A$mples o7 se$rch criteri$ include
$ n$me: $ddress or telephone num)er.
In7orm$tion ()usiness o)*ect displ$y.
(nce the rele+$nt )usiness o)*ects h$+e )een identi7ied: +$rious types o7 in7orm$tion c$n )e
displ$yed.
Processes.
This is $ list o7 ch$nge tr$ns$ctions: 4ront (77ice processes: $nd /or37lo/s /hich c$n )e c$rried out
7or pre+iously identi7ied )usiness o)*ects.

(C SAP A% IUT110 1-
2.20
SAP AG 1999
Identi#ic"tion Identi#ic"tion Identi#ic"tion
Telephony
#unctions
Telephony Telephony
#unctions #unctions C"ll
st"tus
C"ll C"ll
st"tus st"tus
Action $o3 Action $o3 Action $o3
Applic"tion "re"
9 Customer oerie&
9 5/+ tr"ns"ctions
9 User-de#ined BT<* p"ges
9 8e$ p"ges
Applic"tion "re" Applic"tion "re"
9 9 Customer oerie& Customer oerie&
9 9 5/+ tr"ns"ctions 5/+ tr"ns"ctions
9 9 User User- -de#ined BT<* p"ges de#ined BT<* p"ges
9 9 8e$ p"ges 8e$ p"ges
!"ig"tion
"re"
!"ig"tion !"ig"tion
"re" "re"
Customer Inter"ction Center (*-Sh"ped)
The concept o7 the CIC (8-sh$ped 7ocuses on processing the )usiness p$rtner.
(C SAP A% IUT110 20
2.21
SAP AG 1999
In the "pplic"tion "re" o# the CIC
*ist o# "ll &or1 items to $e per#ormed
;-m"il "nd #"3 in$o3
8or1#lo& In$o3
(C SAP A% IUT110 21
2.22
SAP AG 1999
;-m"il% #"3% letters
(sc"nned documents)
;-m"il% #"3% letters
(sc"nned documents)
8or1#lo&
8or1#lo&
System
System
0usiness p"rtner
8or1 item in in$o3 #or ;-
m"il% #"3% letters
8or1 item in in$o3 #or ;-
m"il% #"3% letters
Con#irm"tion
Con#irm"tion
C"ll center "gent
;
3
e
c
u
te
s
;
3
e
c
u
te
s
Customer d"t" displ"yed in
CIC
Customer d"t" displ"yed in
CIC
;-<"il "nd 2"3 in the 8or1#lo& In$o3
(C SAP A% IUT110 22
2.23
SAP AG 1999
I'enti-ication
6#4
0usiness p"rtners "nd
"ssoci"ted d"t" such "s
connection o$'ects
Supported $y4
9"t" #inder
Integr"tion o# e3tern"l
communic"tion systems%
such "s CTI
Typic"l Uses o# the CIC4 Identi#ic"tion
The CIC en$)les customer ser+ice $gents to "uic3ly identi7y customer or processes: e+en i7 the customer
det$ils $re incomplete.
CTI J Computer Telephony Integr$tion
(C SAP A% IUT110 21
2.24
SAP AG 1999
I'enti-ication I'enti-ication In-or"ation
Supported $y4
<odi#i"$le lists
In#orm"tion m"s1s
Typic"l Uses o# the CIC4 In#orm"tion
(nce the customer h$s )een identi7ied: the $gent c$n displ$y in7orm$tion on the customer: his or her
inst$ll$tions: $s /ell $s pre+ious $nd current tr$ns$ctions.
(C SAP A% IUT110 2!
2.25
SAP AG 1999
Carr# O,t
Front
O--ice
!rocesses
i- Re2,ire'
I'enti-ication I'enti-ication In-or"ation In-or"ation
Supported $y4
Prede#ined "nd comp"ny-speci#ic $usiness processes (#or
e3"mple n"me ch"nges% ch"nges to $"n1 det"ils% moe-in
processing% interim $illing% "rious types o# compl"ints)
Typic"l Uses o# the CIC4 2ront 6##ice Process
St$nd$rd )usiness processes $re supported )y $ num)er o7 ser+ice 7unctions in IS-U/CSS th$t $re
designed 7or use in the 4ront (77ice o7 $ utility comp$ny.
In m$ny c$ses: the )usiness process c$n )e c$rried out completely using one or more o7 these ser+ice
7unctions.
(C SAP A% IUT110 2#
2.26
SAP AG 1999
;3"mple4 ch"nging $"n1 det"ils ;3"mple4 ch"nging $"n1 det"ils
!han&e
)an$2a"'ent
data 8or a contract
account
!han&e
)an$2a"'ent
data 8or a contract
account
?o& custo'er
contact
?o& custo'er
contact
Se/uence o# steps th"t c"n $e processed4
$y "n "gent
in one step
2ront 6##ice Processes
A 4ront (77ice process is $ se"uence o7 steps th$t is speci$lly designed 7or processing $ p$rticul$r
)usiness tr$ns$ction.
The li7etime o7 $ 4ront (77ice process is limited to the li7etime o7 the 4ront (77ice session th$t initi$ted
the process.
All steps in $ 4ront (77ice process c$n )e c$rried out )y $ customer ser+ice $gent.
(C SAP A% IUT110 2&
2.27
SAP AG 1999
Initiate
Work-low
i- Re2,ire'
I'enti-ication I'enti-ication In-or"ation In-or"ation
Pre-de#ined &or1#lo&s (#or e3"mple serice connection
processing% "dministr"tion o# disconnection orders)
Customer-speci#ic &or1#lo&s (#or e3"mple r"te ch"nges)
Typic"l Uses o# the CIC4 8or1#lo&
!er-or"
Front O--ice
!rocesses
i- Re2,ire'
!er-or"
Front O--ice
!rocesses
i- Re2,ire'
Supported $y the SAP 8or1#lo& <"n"gement System $y
me"ns o#4
I7 the )usiness process c$nnot )e 7ully processed immedi$tely: the rem$ining steps o7 the process c$n )e
coordin$ted )y me$ns o7 $ /or37lo/.
IS-U/CCS cont$ins $ num)er o7 st$nd$rd /or37lo/s. These c$n )e modi7ied to meet indi+idu$l
re"uirements.
Lou c$n $lso cre$te your o/n /or37lo/s.
(C SAP A% IUT110 2'
2.28
SAP AG 1999
Billing agent Billing agent
Sales agent Sales agent
Data in Data in
Technician Technician
*etter o#
noti#ic"tion
IKd li1e to
sign up #or
"n o##-pe"1
r"te.
Ch"nge
contr"ct
Ch"nge/cre"te
(progr"mm"$le)
meter
Chec1
#e"si$ility
Customer service
agent
Customer service
agent
2ront 6##ice4
enter
in/uiry
Using 5/+ 8or1#lo&4 Ch"nging " 5"te (;3"mple)
(C SAP A% IUT110 2,
2.2.
SAP AG 1999
C,sto"er
contact
log
Initiate
work-low
i- necessar#
Initiate
work-low
i- necessar#
Carr# o,t
ser*ice
-,nction
i- necessar#
Carr# o,t
ser*ice
-,nction
i- necessar#
I'enti-ication I'enti-ication In-or"ation In-or"ation
-
-
IS-U/CCS Cont"ct <"n"gement supports4
The logging o# CIC cont"cts
Autom"tic cre"tion o# customer cont"cts "s the #in"l step in
2ront 6##ice processes "nd&or1#lo&s
<"nu"l cre"tion o# customer cont"cts #or logging purposes
Typic"l Uses o# the CIC4 Customer Cont"ct
Customer cont$cts c$n )e cre$ted: ch$nged or displ$yed either directly in the Customer Interaction
Center or in the menu under Utilities Industry -> Customer service -> Create/Display/Change Customer
contact.
(C SAP A% IUT110 2-
2.30
SAP AG 1999
2"3 *etter Telephone
888
Internet In person
Utility
comp"ny
Utility
comp"ny
888
5ecording o# cont"cts resulting #rom4
Person"l customer serice% telephone c"lls
Correspondence% #"3% Internet% e-m"il
;"lu"tion o# cont"cts #or4
Comprehensie oerie& o# customer serice
Ju"lity "nd e##iciency o# consulting processes
Cont"ct <"n"gement in Customer Serice
Cont$ct m$n$gement in IS-U/CCS is designed to record $ll types o7 cont$ct )et/een the utility comp$ny
$nd the customer.
Customer cont$cts c$n )e cl$ssi7ied during cre$tion $ccording to cl$ss: type $nd the corresponding
$cti+ity.
(C SAP A% IUT110 10
2.31
SAP AG 1999
Customer Cont"ct
in IS-U
Gener"l
+usiness 2artner
+usiness 2artner
!ontact nu')er
Communic"tion
In 2erson; tele2hone; 8a6;
Internet; .-'ail; online
Inco'in&; out&oin&
5e#erences
Re8erence to an"
)usiness o)Aects
Per'issi)ilit" can )e set
!otes
User-de8ined te6t
Indicator 8or additional
docu'ents
Addition"l 9"t"
Sel8-de8ined 8ields
such as di(ision or
co'2an" code
AuthoriBation &rou2
Customer Cont"ct 9"t"
Process 9escription
*ate; ti'e
!ontact class
Acti(it"
Cont$ct cl$sses $nd $cti+ities c$n )e cre$ted $ccording to the re"uirements o7 the utility comp$ny.
Cont$ct cl$sses $re used to group customer cont$cts $ccording to their gener$l su)*ect $re$.
=A$mple include in7orm$tion: )illing: $nd )udget )illing.
Cont$ct $cti+ity descri)es the type o7 $cti+ity )et/een the )usiness p$rtner $nd the utility comp$ny.
=A$mple include r$tes in7orm$tion: $ccount in7orm$tion: $nd so on.
(C SAP A% IUT110 11
2.32
SAP AG 1999
The CIC is oriented to&"rds the needs o# in#orm"tion-
$"sed "nd oper"tion"l processes
The processing inter#"ce is "n e##icient &or1
enironment th"t proides /uic1 "ccess to critic"l
in#orm"tion
The tr"nsp"rency "nd #le3i$ility o# the CIC proides "n
optim"l lin1 to $usiness processes.
Cont"ct m"n"gement en"$les you e"lu"te the
complete cont"ct history o# $usiness p"rtners
CIC4 Unit Summ"ry
(C SAP A% IUT110 12
2.33Customer Inter$ction Center 67ercises
Unit8 Customer Inter$ction Center (CIC)
To%ic8 Usin' the CIC
At the conclusion o7 these eAercises: you /ill )e $)le to.
<escri)e the o)*ecti+es $nd the $re$s o7 implement$tion o7 the CIC
Use the CIC to c$rry out processes e77iciently
As $n employee in the customer center: you must process customer
in"uiries "uic3ly: completely: $nd correctly. This incre$ses )oth
customer s$tis7$ction $nd e77iciency $t /or3. A sound /or3ing
3no/ledge o7 the CIC /ill help you $chie+e this.
1-1 2hich 7our units m$3e up the CIC> 2h$t $re their t$s3s>
Unit 1. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
T$s3. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
Unit 2. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
T$s3. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
Unit 1. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
T$s3. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
Unit !. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
T$s3. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 11
1-2 True or 7$lse>
1-2-1 The CIC is the initi$l $ccess point 7or users /ho h$ndle )oth simple $nd
compleA )usiness processes.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-2 The CIC pro+ides 7leAi)le: po/er7ul se$rch 7unctions.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-1 The CIC dict$tes ho/ the processes $re h$ndled.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-! The CIC $utom$tes )usiness processes.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-# The d$t$ 7inder $l/$ys identi7ies the )usiness p$rtner $s the result o7 $ se$rch.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1 To /hich )usiness p$rtner is the de+ice /ith seri$l num)er TB010110## $lloc$ted>
2h$t is the $ddress o7 the connection o)*ect>
Proceed $s 7ollo/s.
C$ll up the d$t$ 7inder using the )utton
(n the Technical data t$) p$ge: enter the seri$l num)er in the
Device d$t$ $re$.
To le$+e the d$t$ 7inder: choose Continue.
In the CIC: choose Continue $g$in.
=nter the $ddress o7 the connection o)*ect in /hich the de+ice is
loc$ted.MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 1!
1-! 2hich premises $re cont$ined in the connection o)*ect 7rom t$s3 1-1>
Proceed $s 7ollo/s.
In the n$+ig$tion $re$ (Environment t$) p$ge: select the
premise. Choose the Connection object environment $cti+ity
using the right mouse )utton.
Premise num)er Short teAt
1-# =nd the cont$ct.
1-& Identi7y $ll the customers using the connection o)*ect on 0## Main Street. ?o/
)usiness p$rtners does the connection o)*ect cont$in>
Proceed $s 7ollo/s.
In the selection $re$: use the street o7 the connection o)*ect
$s the se$rch criterion. =nter the street $nd house num)er.
Lou c$n $lso m$3e $ p$rti$l entry: such $s 6$inN. Con7irm
your entry )y choosing Enter.
0usiness p$rtner no. 4irst $nd l$st n$mes o7 )usiness p$rtner
Choose 6r Petersheim $nd complete the 7ollo/ing t$)le.
Cuestion Ans/er
?o/ m$ny contr$ct $ccounts
$re $ssigned to 6r
Petersheim>
2hich types o7 contr$ct does
6r Petersheim h$+e>
2hich de+ices $re $ssigned to
6r Petersheim>
1-' <ispl$y the d$t$ en+ironment o7 the premise to /hich contr$ct TB010110## )elongs.
(C SAP A% IUT110 1#
1-, 4rom the d$t$ en+ironment in t$s3 1-': s$+e the de+ices )elonging to the premise to the
clip)o$rd.
1-- <ispl$y the d$t$ 7or the de+ices $nd complete the t$)le )elo/.
In7orm$tion =lectricity
meter
%$s meter 2$ter meter
Seri$l num)er
<e+ice c$tegory (or
m$teri$l num)er
<escription o7 the
de+ice c$tegory or
m$teri$l
<i+ision
Current )usiness
p$rtners
Current de+ice loc$tion
1-10 ?o/ c$n you recogni9e th$t $d+$nced se$rch criteri$ h$+e )een entered>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 1&
Customer Inter$ction Center (CIC) =Aercises
Unit8 Customer Inter$ction Center (CIC)
To%ic8 Customer cont$ct m$n$'ement
At the conclusion o7 these eAercises: you /ill )e $)le to.
Cre$te +$rious customer cont$cts
=+$lu$te $nd displ$y customer cont$ct history
0y completely documenting $ll customer cont$cts: you /ill )e $)le to
pro+ide $ more e77icient ser+ice to customers. The lin3 to )usiness
o)*ects $llo/s you to $ccess rele+$nt in7orm$tion inst$ntly.
2-1 Cre$te $ customer cont$ct using the 7ollo/ing in7orm$tion.
2-1-1 Customer TB010110## reports $ compl$int )y telephone. Lou record the
compl$int in $ customer cont$ct.
2-1-2 Lou pro+ide customer TB010110## /ith gener$l in7orm$tion /hich you m$3e
more speci7ic )y supplementing it /ith in7orm$tion 7rom the o)*ect lin3 in the
customer cont$ct. Insert contr$ct TB010110## $nd contr$ct $ccount
TB010110##.
2-2 <ispl$y cont$cts
2-2-1 <ispl$y $ll customer cont$cts in the CIC 7or customer TB010110##. Chec3 the
list o7 o)*ect lin3s. I7 necess$ry: s/itch to the det$il displ$y o7 the )usiness
o)*ect.
?o/ m$ny cont$cts does the customer h$+e> (7 /h$t type>
MMMMMMMMMMMMMMMM
9$te C#$ss ction Ty%e
(C SAP A% IUT110 1'
2-2-2 Use the customer o+er+ie/ in the CIC to displ$y the current customer cont$cts
7or customer TB010110##.
2-2-1 =+$lu$te $ll the customer cont$cts. <ispl$y $ll customer cont$cts entered /ith
cont$ct cl$ss 8 (compl$int.
To do this: use the in7orm$tion system. 4rom the SAP =$sy
Access menu: choose.
Utilities Industry Inforation Syste !e"ort
Selection # Custoer Service $ist of Custoer
Contacts%
2-1 True or 7$lse>
2-1-1 All customer cont$cts $re $l/$ys cre$ted $utom$tic$lly.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-1-2 Customer cont$cts $re di+ided into cont$ct cl$sses $nd 7urther su)-di+ided into
cont$ct $cti+ities.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-1-1 Customer cont$cts c$n only e+er )e displ$yed 7or one )usiness p$rtner $t $ time.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 1,
Customer Inter$ction Center (CIC =Aercises
Unit8 Customer Inter$ction Center (CIC)
To%ic8 &$ster d$t$ in IS-U/CCS
At the conclusion o7 these eAercises: you /ill )e $)le to.
=Apl$in the centr$l )usiness p$rtner model $nd ho/ it is integr$ted
in the 5/1 System.
As $n employee in customer ser+ices: you h$+e )een $ssigned to
telephone ser+ice tod$y. Some customers only /ish to o)t$in
in7orm$tion: )ut others /$nt to h$+e their d$t$ ch$nged. Lou $re using
the CIC $s your centr$l /or3ing en+ironment.
1-1 Customer TB010110## h$s t/o contr$ct $ccounts. The 7ollo/ing eAercises $re )$sed
solely on his &rivate 'ccount 0##.
The customer noti7ies you o7 ne/ )$n3 det$ils th$t $re to )e used 7or )$n3 collections
7or his pri+$te $ccount.
St$rt 7rom the CIC.
Use the customer o+er+ie/
Process e$ch step 7rom the customer o+er+ie/.
1-1-1 =nter the selection criteri$: displ$y the customer o+er+ie/: $nd enter the current
)$n3 det$ils 7or )$n3 collections 7or the customerOs pri+$te $ccount. <escri)e
the menu p$ths $nd mouse $ctions you use 7or this procedure.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-2 S/itch 7rom customer o+er+ie/ to the ch$nge mode 7or the )usiness p$rtner:
enter the ne/ )$n3 det$ils: $nd s$+e your d$t$.
<escri)e the menu p$ths $nd mouse $ctions you use 7or this procedure.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 1-
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-1 S/itch 7rom the customer o+er+ie/ to ch$nge modus 7or the contr$ct $ccount:
choose the pri+$te $ccount: $nd enter the ne/ )$n3 det$ils $s the p$yment
method 7or incoming p$yments. S$+e your ch$nges. <escri)e the menu p$ths
$nd mouse $ctions you use 7or this procedure.
5eturn to the CIC.
1-2 Customer TB010110## h$s t/o contr$ct $ccounts. The 7ollo/ing eAercises $re )$sed
solely on his Counity 'ccount 0##. The customer noti7ies you o7 ne/ )$n3 det$ils
th$t $re to )e used 7or )$n3 collections 7or his community $ccount.
1-2-1 In the n$+ig$tion $re$ ( Environment t$) p$ge: select the contr$ct $ccount o7
customer T0010110PP $nd c$ll the Chan(e ban) data $cti+ity. <escri)e the
menu p$ths $nd mouse $ctions you use 7or this procedure.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-2 =nter the ne/ )$n3 det$ils 7or the )usiness p$rtner $nd s$+e your d$t$. <escri)e
the menu p$ths $nd mouse $ctions you use 7or this procedure.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-1 =nter the ne/ )$n3 det$ils $s the p$yment method 7or incoming p$yments in
the contr$ct $ccount $nd s$+e your d$t$. <escri)e the menu p$ths $nd mouse
$ctions you use 7or this procedure.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-! =nter $ rem$r3 in the customer cont$ct $nd s$+e your d$t$. <escri)e the menu
p$ths $nd mouse $ctions you use 7or this procedure.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1 Ch$nge the contr$ct description 7or residenti$l electricity contr$ct TB0101*0## o7 the
community $ccount.
Ch$nge the contr$ct description o7 the residenti$l electricity contr$ct o7 the commun$l
$ccount 7rom the old description residential electricity contract 0## to the ne/
(C SAP A% IUT110 !0
description counal electricity contract 0##. <escri)e the menu p$ths $nd mouse
$ctions you use 7or this procedure.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
=nd the cont$ct.
1-! (4or countries /ith )udget )illing procedures. Customer Constance Bisho"
+TB0101,0##- Massachusetts 've 0##.- $s3s 7or in7orm$tion on her )udget )illings.
=nter the se$rch criteri$ to identi7y the customer.
C$ll up the customer o+er+ie/
Pro+ide in7orm$tion on the )udget )illings.
1-!-1 2hen /$s the l$st )udget )illing due 7or )usiness p$rtner TB110110##>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-!-2 ?o/ much /$s the )udget )illing $mount>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-# True or 7$lse>
1-#-1 <$t$ 7or $ )usiness p$rtner /ho is $lso $ contr$ct p$rtner: inst$ller: $nd cont$ct
person h$s to )e entered more th$n once.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-2 A contr$ct $ccount c$n )e $ssigned to se+er$l )usiness p$rtners.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-1 The contr$ct $ccount is the contr$ct p$rtnerOs customer $ccount.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-! The contr$ct cont$ins r$te d$t$ 7or $ll di+isions.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-& ;$me three di77erent logs th$t $re upd$ted /hen m$ster d$t$ is cre$ted or ch$nged. 8ist
the ch$nges 7or e$ch log. To do this: use contr$ct TB0101*0##.
1. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 !1
1. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 !2
1-' True or 7$lse>
1-'-1 The connection o)*ect is $l/$ys $ )uilding.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-'-2 The connection o)*ect c$n comprise one or more premises.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-'-1 The connection o)*ect is m$n$ged $s $ piece o7 e"uipment in the Plant
aintenance component (P6.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-'-! The de+ice loc$tion is su)ordin$te to the connection o)*ect.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-'-# Indi+idu$l de+ices $re inst$lled in the connection o)*ect.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-'-& The premise is m$n$ged $s $ 7unction$l loc$tion in P6.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-'-' The inst$ll$tion groups together the me$suring de+ices o7 $ di+ision $nd $
premise 7or the purpose o7 *oint )illing.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-'-, The inst$ll$tion m$n$ges )$sic )illing control p$r$meters.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 !1
2.34Customer Inter$ction Center (CIC) So#utions
Unit8 Customer Inter$ction Center (CIC)
To%ic8 Usin' the CIC
1-1
Unit 1. Identi7ic$tion (selection $re$
T$s3. Selects d$t$ using 7leAi)le se$rch criteri$.
Unit 2. ;$+ig$tion $re$
T$s3. Pro+ides speci7ic in7orm$tion in response to customer in"uiries. St$rts
compleA )usiness processes: 7or eA$mple SAP 0usiness 2or37lo/.
Unit 1. Applic$tion $re$
T$s3. Pro+ides o+er+ie/ p$ges cont$ining in)oA 7or SAP )usiness /or37lo/:
CIC cont$ct m$n$gement: $nd so on.
Unit !. Action )oA
T$s3. C$lls speci7ic )usiness processes.
1-2
1-2-1 True. The CIC integr$tes )oth simple in7orm$tion $nd en+ironment displ$ys
$nd /or37lo/ processes th$t $re used to control comprehensi+e )usiness
processes.
1-2-2 True. The CIC en$)les you to enter $ +$riety o7 in7orm$tion in order to 7ind the
d$t$ o7 $ )usiness p$rtner. 4or eA$mple: you c$n determine $ )usiness p$rtner
)y me$ns o7 their n$me or )y their de+ice num)er.
1-2-1 4$lse. The CIC is +ery 7leAi)le $nd is e$sily $d$pted $nd integr$ted /ith process
7lo/s 7or di77erent user groups.
True. It supports the user in implementing processes.
1-2-! True. CIC processes $nd /or37lo/ processes $re integr$ted in the CIC. This
me$ns th$t )usiness processes $re controlled $nd 7or/$rded $utom$tic$lly.
1-2-# 4$lse. The d$t$ 7inder only identi7ies the )usiness o)*ects you /ere se$rching
7or. These o)*ects must )elong to $ )usiness p$rtner.
(C SAP A% IUT110 !!
1-1 C$ll the CIC. 4rom the SAP =$sy Access menu choose.
Utilities Industry Custoer Service /ront 0ffice1Custoer Interaction Center
Custoer Interaction Center%
Acti+$te the d$t$ 7inder )y choosing
(pen the Technical Data t$) p$ge.
In the Device d$t$ $re$: enter the seri$l num)er T+010110:: in the Serial nuber
7ield.
=Ait the d$t$ 7inder )y choosing
Choose $g$in. The 7irst time you c$ll the d$t$: the system se$rches using the
selection criteri$. I7 the system 7inds d$t$ th$t meets the se$rch criteri$: the second d$t$
c$ll con7irms the se$rch criteri$. The system then displ$ys the d$t$.
The system displ$ys the connection o)*ect in /hich the de+ice is loc$ted.
All the m$ster d$t$ )elonging to the connection o)*ect is $lso displ$yed.
1-! Select the premise in the n$+ig$tion $re$ (Environment t$) p$ge. The Choose the
Connection object environment )y clic3ing on the right mouse )utton. Choose
Continue.
Premise num)er Short teAt
T0010110PP 0PP 6$ss$chusetts A+enue: 0oston
T0010120PP 0PP 6$ss$chusetts A+enue: 0oston
1-# 5eturn to the CIC (41. Choose the End contact )utton.
1-& In the identi7ic$tion $re$: se$rch 7or the street o7 the connection o)*ect. =nter your
se$rch criteri$. Since this connection o)*ect cont$ins more th$n one )usiness p$rtner:
$ll the )usiness p$rtners $ppe$r in the hit list.
0usiness p$rtner no. 4irst $nd l$st n$mes o7 )usiness p$rtner
T0010110PP =lmer Petersheim
T0010120PP Const$nce 0ishop
Choose 6r =lmer Petersheim. The d$t$ en+ironment 7or the )usiness p$rtner is
displ$yed. The $ns/ers $re $s 7ollo/s.
(C SAP A% IUT110 !#
;uestion ns<er
?o/ m$ny contr$ct $ccounts $re
$ssigned to 6r
Petersheim>
6r Petersheim h$s t/o contr$ct $ccounts.
Pri+$te $ccount. T0010110PP
Community $ccount. T0010120PP
2hich types o7 contr$ct does 6r
Petersheim h$+e>
6r Petersheim h$s 7our utility contr$cts.
=lectricity contr$ct. T0010110PP
%$s contr$ct. T00101,0PP
2$ter contr$ct. T0010120PP
=lectricity contr$ct. T0010110PP
2hich de+ices $re $ssigned to 6r
Petersheim>
6r Petersheim h$s 1 de+ices.
<ou)le-r$te meter. T001011PP
2$ter meter. T001012PP
%$s meter. T00101,PP
1-' Select the premise $nd choose Premise environment.
4rom the tree structure: you c$n identi7y the 7ollo/ing rel$tionships.
4our utility inst$ll$tions $re $lloc$ted to the tree structure.: g$s: /$ter: $nd t/o 7or
electricity. A utility contr$ct: contr$ct $ccount: $nd )usiness p$rtner is $lloc$ted to e$ch
utility inst$ll$tion.
(ne electricity inst$ll$tion cont$ins no de+ices. This is $ 7l$t-r$te inst$ll$tion th$t does
not me$sure consumption or energy. 6eters $re $lloc$ted to $ll the other inst$ll$tions.
1-, Lou $re in the en+ironment o7 premise T0010110PP. To s$+e $ll the de+ices in the
clip)o$rd (corresponding t$) p$ge in the n$+ig$tion $re$: repe$t the 7ollo/ing
procedure 7or e$ch de+ice.
Clic3 on the de+ice. This selects the line. Choose To cli"board or =8. Lou h$+e no/
$dded the o)*ect to the clip)o$rd. 5epe$t 7or $ll de+ices in the premise. (nce you h$+e
$dded $ll the de+ices to the clip)o$rd: return to the CIC. To con7irm your $ctions: c$ll
the Clipboard t$p p$ge in the n$+ig$tion $re$.
1-- (n the Environment t$) p$ge o7 the n$+ig$tion $re$: open the structure $s 7$r $s the
de+ice le+el. To displ$y $ de+ice: dou)le clic3 on it. Lou c$n no/ $ns/er the 7ollo/ing
"uestions.
In7orm$tion =lectricity meter %$s meter 2$ter meter
Seri$l num)er
T0010110PP T00101,0PP T0010120PP
<e+ice c$tegory (or m$teri$l
T<-<5A-00 T<-%A-00 T<-2A-00
(C SAP A% IUT110 !&
num)er
<escription o7 the de+ice
c$tegory or m$teri$l
IS-U dou)le-r$te meter IS-U g$s meter IS-U /$ter meter
9i1ision 01
Current *usiness
%$rtners
T0010110PPT0010110PP T0010110PP
Technic$# de1ice
#oc$tion
T0010111<80PP T0010111<80PP T0010111<80PP
1-10 C$ll up the d$t$ 7inder $nd select the !ther search criteria t$) p$ge. The )utton turns green
/hen $d+$nced selection +$lues h$+e )een $dded.
(C SAP A% IUT110 !'
So#utions
Unit8 Customer Inter$ction Center (CIC)
To%ic8 Customer cont$ct m$n$'ement
2-1
2-1-1 C$ll the CIC.
Utilities Industry Custoer Service /ront 0ffice1Custoer Interaction
Center Custoer Interaction Center%
Select your customer. In the $ction )oA: c$ll the Create contact 7unction (c$ll
group Custoer".
In the Class 7ield: enter 8 (compl$int.
In the 'ction 7ield: select 1 (un7riendly employee.
In the editor lines $t the )ottom o7 the screen: enter $ re$son 7or the compl$int
$nd s$+e the cont$ct.
2-1-2 Choose the $ction )oA c$ll $g$in.
In the Contact class 7ield: enter 1001 Inforation
In the 'ctivity 7ield: enter 1001 2eneral inforation "rovided.
=nter $ddition$l teAt on the in7orm$tion in the editor lines.
Ch$nge to the Business ob3ects t$) p$ge. To $dd $ lin3: press the 'dd ob3ect
)utton. Choose $n o)*ect role th$t re7ers to the Utility Contract o)*ect type. The
system c$lls the d$t$ 7inder so th$t you c$n se$rch 7or $ speci7ic contr$ct.
=nter TB010110## in the contr$ct 7ield $nd choose Enter. The residenti$l
electricity contr$ct h$s )een $dded to the lin3 list. C$rry out the s$me procedure
to $dd Contract account TB010110## to the lin3 list. S$+e the cont$ct.
(C SAP A% IUT110 !,
2-2
2-2-1 In the n$+ig$tion $re$ choose the Docuents t$) p$ge. Choose #e$resh. This
gi+es you $ list o7 $ll customer cont$cts 7or this customer. <ou)le-clic3ing on
the indi+idu$l lines displ$ys det$iled in7orm$tion on the customer cont$ct.
Lou c$n con7igure the system to displ$y customer cont$cts in the $pplic$tion
$re$H in the Customer overvie% t$) p$ge. The 7ollo/ing cont$cts eAist.
9$te C#$ss ction Ty%e
0,.10.-, 6o+e-in ;e/ customer mo+es in
01.0!.-, 6o+e-in ;e/ customer mo+es in
01.0!.-, 6o+e-in ;e/ customer mo+es in
Tod$yOs d$te Compl$int Un7riendly employee
Tod$yOs d$te In7orm$tion %ener$l in7orm$tion
pro+ided
2-2-2 In the $ction )oA: c$ll the Custoer overvie4 (c$ll group Inforation The
most recent customer cont$cts $re listed in the center t$)le. 0y dou)le-clic3ing
on the indi+idu$l customer cont$cts: you $cti+$te the det$il displ$y.
2-2-1 4rom the SAP =$sy Access menu choose.
Utilities Industry Inforation Syste !e"ort Selection # Custoer
Service $ist of Custoer Contacts.
=nter the 7ollo/ing se$rch criteri$. Contact class5 8 +Co"laint.. Choose
E6ecute or /8. All cont$cts rel$ting to compl$ints $re displ$yed. 5eturn to the
CIC.
2-1
2-1-1 4$lse. Customer cont$cts c$n $lso )e cre$ted m$nu$lly. The system cre$tes the
CIC cont$ct $utom$tic$lly. To stop the customer cont$ct )eing cre$ted:
de$cti+$te the cont$ct log.
2-1-2 True.
2-1-1 4$lse. The in7orm$tion system c$n $n$ly9e $ll customer cont$cts $ccording to
di77erent criteri$.
(C SAP A% IUT110 !-
So#utions
Unit8 Customer Inter$ction Center (CIC)
To%ic8 &$ster 9$t$ in IS-U/CCS
1-1
1-1-1 (nce you h$+e identi7ied the customer: c$ll the Custoer overvie4 (c$ll group
Inforation.
<ou)le-clic3 on the $ccount &rivate 'ccount 0##. This )rings you to the
m$ster d$t$ displ$y o7 the contr$ct $ccount. S/itch to the &ayents1Ta6es t$)
p$ge.
In the d$t$ $re$ Incoin( &ayents you c$n re$d the )$n3 det$ils 7or incoming
p$yments in the 7ield Ban) details ID. 5eturn to the customer o+er+ie/.
1-1-2 Pl$ce the cursor in the $ddress 7ield o7 the )usiness p$rtner. Choose Chan(e or
/7. This )rings you to the m$ster d$t$ ch$nge screen 7or the )usiness p$rtner.
S/itch to the &ayent transactions t$) p$ge. =nter the ne/ )$n3 det$ils.
In the ID 7ield: enter 2I!0 $nd in the Cntry 7ield: enter the 3ey US . In the
Ban) )ey 7ield: enter $ )$n3 sort code using /8. In the Ban) acct field: enter $n
$ccount num)er. S$+e your ch$nges. Lou h$+e no/ entered the ne/ )$n3
det$ils 7or the )usiness p$rtner $nd h$+e returned to the customer o+er+ie/.
1-1-1 Position the cursor on &rivate 'ccount 0##. Choose Chan(e contract account.
This )rings you to the m$ster d$t$ ch$nge screen o7 the contr$ct $ccount.
S/itch to the &ayent1Ta6es t$). =nter the ne/ )$n3 det$ils 7or incoming
p$yments.
Under Incoin( "ayents: enter 2I!0 in the Ban) details Id 7ield. <ou)le-
clic3 the Ban) Details ID 7ield. The ne/ )$n3 det$ils $re displ$yed (dou)le-
clic3ing re7reshes the screen.
S$+e your ch$nges. Lou h$+e no/ de7ined ne/ )$n3 det$ils 7or incoming
p$yments $nd h$+e returned to the customer o+er+ie/. 5eturn to the CIC.
(C SAP A% IUT110 #0
1-2
1-2-1 In the n$+ig$tion $re$: select the second contr$ct $ccount. C$ll the Chan(e
ban) data $cti+ity using the right mouse )utton.
1-2-2 This )rings you to the )usiness p$rtner to record the ne/ )$n3 det$ils. S/itch to
the &ayent Transactions t$) p$ge. ;o/ enter the ne/ )$n3 det$ils. To do
this: enter the 3ey 2EM in the ID 7ield.
In the Cntry 7ield: enter the 3ey US. In the Ban) )ey 7ield: enter $ )$n3 using
/8. =nter $n $ccount num)er in the Ban) acct 7ield. S$+e your ch$nges. Lou
h$+e no/ entered ne/ )$n3 det$ils 7or the )usiness p$rtner $nd $re )rought
$utom$tic$lly to the pre+iously chosen contr$ct $ccount.
1-2-1 S/itch to the &ayent1Ta6es t$) p$ge. In the ID 7ield: enter the 3ey 2EM .
<ou)le-clic3 the Ban) Details ID 7ield. The ne/ )$n3 det$ils $re displ$yed
(dou)le-clic3ing re7reshes the screen. S$+e your ch$nges. Lou h$+e no/
de7ined ne/ )$n3 det$ils 7or incoming p$yments.
1-2-! In the l$st step: you cre$ted $ customer cont$ct. =nter $ comment in the editor
lines $t the )ottom o7 the screen $nd s$+e the ch$nges.
1-1 In the n$+ig$tion $re$: select the contr$ct $nd choose the Chan(e contract $cti+ity.
=nter the ne/ description Counity electricity contract 0## in the Te6t Contract
7ield. S$+e the ch$nges $nd return to the CIC.
1-!
1-!-1 Choose the customer o+er+ie/ 7or )usiness p$rtner TB110110##. Position the
cursor on the )udget )illing d$t$. <ou)le-clic3 to displ$y the )udget )illing
pl$n.
1-!-2 The cumul$ti+e $mount is loc$ted in the corresponding column. 5eturn to
customer o+er+ie/.
1-#
1-#-1 4$lse. Lou c$n use the SAP )usiness p$rtner model to $ssign di77erent roles to $
)usiness p$rtner. (nly role-speci7ic d$t$ /hich /$s not entered pre+iously h$s
to )e $dded.
1-#-2 4$lse. In IS-U/CCS: the contr$ct $ccount is con7igured in such $ /$y th$t it c$n
only )e $lloc$ted to $ single )usiness p$rtner. ?o/e+er: $ )usiness p$rtner c$n
h$+e se+er$l contr$ct $ccounts.
True. 2hen you customi9e the contr$ct $ccount c$tegory: you c$n de7ine the
contr$ct $ccount so th$t it c$n )e $lloc$ted to se+er$l )usiness p$rtners.
1-#-1 True. The contr$ct $ccount is $ structure /hich $llo/s the )illing o7 posting
d$t$ 7or contr$cts or )ene7it types /hich h$+e the s$me
collections/dis)ursements $greements. A customer $ccount is m$n$ged 7or $
contr$ct $ccount.
(C SAP A% IUT110 #1
1-#-! 4$lse. The contr$ct is $n $greement )et/een $ )usiness p$rtners $nd utility
comp$ny /hich $pplies to $ p$rticul$r di+ision. The contr$ct cont$ins control
d$t$ 7or )illing: the gener$tion o7 )udget )illing pl$ns: $nd 7or m$n$ging
contr$ct $ccounts recei+$)le $nd p$y$)le. The r$te d$t$ is stored in the
inst$ll$tion $nd in the inst$ll$tion structure.
1-& =nter the )usiness p$rtner 3ey in the d$t$ 7inder $nd identi7y the )usiness p$rtner d$t$.
<ou)le-clic3 on contr$ct TB0101*0## to displ$y the m$ster d$t$. ?ere: the 7ollo/ing
three logs $re loc$ted under the E6tras menu.
1 1 Cre$tion d$t$
2 4ield ch$nges
1 Contr$ct ch$nges
1-'
1-'-1 4$lse. A connection o)*ect c$n $lso )e $ piece o7 property: $ /ell: or $ )uilding
site.
1-'-2 True.
1-'-1 4$lse. The connection o)*ect is $t the top o7 the hier$rchy o7 7unction$l
loc$tions.
1-'-! True. <e+ice loc$tions $re modeled $s 7unction$l loc$tions in the P6
component $nd the connection o)*ect is the higher-le+el concept.
1-'-# 4$lse. <e+ices $re inst$lled in de+ice loc$tions $nd $re there7ore indirectly
$lloc$ted to $ connection o)*ect.
1-'-& 4$lse. The premise is used eAclusi+ely in IS-U/CCS to group together
inst$ll$tions o7 di77erent di+isions.
1-'-' True. <e+ices: registers: $nd 7iAed p$yment settlement 7$ctors: /hich $re to )e
*ointly )illed: $re grouped together $nd $ssigned to $ premise. A premise c$n
cont$in se+er$l inst$ll$tions. These c$n re7er to the s$me or to di77erent
di+isions.
1-'-, True. The )illing cl$ss $nd r$te c$tegory $re $lloc$ted to the inst$ll$tion. These
in7luence ho/ )illing runs.
(C SAP A% IUT110 #2
3
SAP AG 1999
The $usiness processes moe-in% moe-out% "nd moe-
in/out
;##ects on $oth the $usiness "nd technic"l m"ster d"t"
Contents4
<oe-In/6ut
Lou c$n enter $ll the d$t$ re"uired 7or mo+ing in or out using the pre-de7ined tr$ns$ctions mo+e-in:
mo+e-out: $nd mo+e-in/out. This en$)les you to process the /hole tr$ns$ction immedi$tely: including
sending the )ill to the customer mo+ing out $nd $ /elcome letter to the customer mo+ing in.
(C SAP A% IUT110 1
3.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to
9escri$e the $usiness processes moe-in% moe-
out% "nd moe-in/out.
Implement the $usiness processes moe-in% moe-
out% "nd moe-in/out #rom the CIC
;3pl"in the ch"nges to the m"ster d"t"
<oe-In/6ut4 Unit 6$'ecties
(C SAP A% IUT110 2
3.3
SAP AG 1999
A customer reports " moe-in.
>ou c"rry out the moe-in in the CIC "s #ollo&s4
Chec1 i# the customer is "n e3isting $usiness p"rtner
;nter the premise "nd moe-in d"te
;nter "nd chec1 the person"l d"t"
Chec1 the meter re"ding results
<oe In/6ut4 0usiness Scen"rio
(C SAP A% IUT110 1
3.4
SAP AG 1999
<oe-in
Inst"ll"tion
Contr"ct
Contr"ct
"ccount
0usiness
p"rtner
At moe-in% " contr"ct is
concluded #or e"ch
inst"ll"tion selected "t one
or more premises
<oe-In 9e#inition
(C SAP A% IUT110 !
3.5
SAP AG 1999
Connection
o$'ect
Connection
o$'ect
Premise
Premise
Inst"ll"tion
Inst"ll"tion
9eice
9eice
The #ollo&ing technic"l m"ster
d"t" must $e entered $e#ore
moe-in4
Connection o$'ect
Premise
Inst"ll"tion
The deice c"n $e inst"lled
$e#ore moe-in% $ut this is not
" prere/uisite.
<oe-In4 Prere/uisites
(C SAP A% IUT110 #
3.6
SAP AG 1999
0usiness
p"rtner
0usiness
p"rtner
Contr"ct
"ccount
Contr"ct
"ccount
Contr"ct
Contr"ct
Should $e re-used #or e3isting
customers
C"n $e re-used #or e3isting
customers
Is cre"ted during moe-in
<oe-In4 0usiness <"ster 9"t"
(C SAP A% IUT110 &
3.7
SAP AG 1999
Customer
moes in
Contr"ct
0usiness
p"rtner% "ccount
8elcome
letter
<eter
re"ding
Customer
cont"ct
Customer
isit/c"ll
?"lid"tion
0udget
$illing
pl"n
<oe-in
complete
Security
Contract
Bank details 1
Payment method 1
Alternative payer 1
....
FI -CA document 1
FI -CA document 3
+1
@ul"
++
a'ount
7250
<oe-in
<rs. Smith
%o(e-In4ut
<oe-in
The <oe-In Process
=ssenti$l steps 7or mo+e-in
Identi7y premise
Identi7y or cre$te customer
Select contr$ct $ccount $nd edit or cre$te $ccount: $s necess$ry
Cre$te contr$ct
(ption$l steps 7or mo+e-in
Add cont$ct d$t$
Prep$re $nd c$rry out mo+e-in meter re$ding
5ecord results o7 mo+e-in meter re$ding
6$int$in r$te d$t$
Chec3 the )ill$)ility o7 the )illing structure
6$nu$lly m$int$in credit/orthiness or result o7 $utom$tic credit/orthiness c$lcul$tion.
5e"uest c$sh security deposit
Cre$te )udget )illing pl$n
Cre$te /elcome letter
(C SAP A% IUT110 '
3.8
SAP AG 1999
!e&
customer
!e&
customer
C"ll C"ll
in in
CIC CIC
;3isting
customer
;3isting
customer
,ront 488ice0 Initial Screen H
,ront o88ice .dit Goto S"ste' 5el2
Search
criteria Da'e0 last8irst
Streethouse nu')er
Post!dcit"cntr"
+usiness 2artner
Acti(it" date
-el. no.
Addr.!at.
+us. 2art.
!onn.o)A.
In8or'ation .n(iron'ent
!all *escri2tion
!han&e
Processes
!all *escri2tion
!onte6t Proces
ses
P"r"meters
Pre'ise
+usiness 2artner
%o(e-in date
Speci"l #e"ture
-rans8er o8 e6istin& contract
account 2ossi)le
P"r"meters
Pre'ise
!lassi8ication o8 ne<
)usiness 2artner
%o(e-in date
<oe-In4 6ptions #or Processing
(C SAP A% IUT110 ,
3..
SAP AG 1999
0"sement
Ap"rtment 2
Ap"rtment +
Ap"rtment 1
B"ll
Serice connection4 ;lectricity Serice connection4 G"s Serice conn.4 8"ter
Supply
grid
Street
Connection o$'ect
F Premise
*e(ice location
0"sement
*e(ice location
0"sement
*e(ice location
B"ll
*e(ice location
B"ll
0usiness
p"rtner
Installation 10
Current meter
Installation 10
Current meter
Installation 20
G"s meter
Installation 20
G"s meter
Installation 30
8"ter meter
Installation 30
8"ter meter
Contr"ct
"ccount
Contr"ct
"ccount
Contr"ct 14
;lectricity
Contr"ct 14
;lectricity
Contr"ct 24
G"s
Contr"ct 24
G"s
Contr"ct +4
8"ter
Contr"ct +4
8"ter
<oe-In4 The IS-U Bouse
(C SAP A% IUT110 -
3.10
SAP AG 1999
A customer reports " moe-out
>ou c"n c"rry out the moe-out #rom the CIC using
the #ollo&ing steps4
Identi#y the customer
;nter the moe-out d"te
<"int"in the person"l d"t" (ne& "ddress)
Cre"te " meter re"ding order
<oe-6ut4 0usiness Scen"rio
(C SAP A% IUT110 10
3.11
SAP AG 1999
<oe-out
%o(e-out
co'2lete
!usto'er re2orts
'o(e-out
!ontact data
!ontract ,inal 'eter
readin& results
,inal
)illin&
+ud&et
)illin&
2lan
%o(e-out
con8ir'ation
!usto'er
'o(es out
Contract
Bank detail s 1
Payment method 1
Alternative payer 1
....
FI -CA document 1
FI -CA document 3
+1
@ul"
++
a'ount
7250
E
E
The <oe-6ut Process
=ssenti$l steps 7or mo+e-out.
Identi7y $nd choose customer $nd contr$ct
=nter mo+e-out d$te
=nter 7in$l meter re$ding results
(ption$l steps 7or mo+e-out.
Add cont$ct d$t$
=dit the customer mo+ing out $nd the contr$ct $ccount
Prep$re $nd c$rry out 7in$l meter re$ding
C$rry out 7in$l )illing immedi$tely $nd print $nd issue 7in$l in+oice
Cre$te mo+e-out con7irm$tion
IS-U /ill do the 7ollo/ing 7or you.
Termin$te the contr$ct
Stop $ny )udget )illing collection
Suspend $ny current dunning procedure
Ch$nge $ny dunning procedures th$t m$y $77ect open items
(C SAP A% IUT110 11
3.12
SAP AG 1999
<oe-out <oe-out
C"ll4 C"ll4
in in
CIC CIC
0usiness
p"rtner
moes out
0usiness
p"rtner
moes out
,ront 488ice0 Initial Screen H
,ront o88ice .dit Goto S"ste' 5el2
Search
criteria Da'e0 last8irst
Streethouse nu')er
Post!dcit"cntr"
+usiness 2artner
Acti(it" date
-el. no.
Addr.!at.
+us. 2art.
!onn.o)A.
In8or'ation .n(iron'ent
!all *escri2tion
!han&e
Processes
!all *escri2tion
!onte6t Proces
ses
P"r"meters
+usiness 2artner
%o(e-out date
P"r"meters
Pre'ise or
+usiness 2artner
%o(e-out date
6ptions #or <oe-6ut Processing
(C SAP A% IUT110 12
3.13
SAP AG 1999
A ne& customer reports " moe-in "nd the moe-out
o# the preious customer
>ou c"n c"rry out the moe-in/out #rom the CIC using
the #ollo&ing steps4
Chec1 i# the ne& customer is "lre"dy " $usiness
p"rtner
;nter premise "nd moe-in/out d"te
;nter "nd chec1 the person"l d"t"
;nter the meter re"ding results
<oe In/6ut4 0usiness Scen"rio
(C SAP A% IUT110 11
3.14
SAP AG 1999
Mo*e-o,t Mo*e-in
T
r"
n
s
p
o
rt
The <oe-In/6ut Process
(C SAP A% IUT110 1!
3.15
SAP AG 1999
<oe-
in/out #or
premise
<oe-
in/out #or
premise
C"ll C"ll
in in
CIC CIC
<oe-in
/out #or
$usiness
p"rtner
<oe-in
/out #or
$usiness
p"rtner
,ront 488ice0 Initial Screen H
,ront o88ice .dit Goto S"ste' 5el2
Search
criteria Da'e0 last8irst
Streethouse nu')er
Post!dcit"cntr"
+usiness 2artner
Acti(it" date
-el. no.
Addr.!at.
+us. 2art.
!onn.o)A.
In8or'ation .n(iron'ent
!all *escri2tion
!han&e
Processes
!all *escri2tion
!onte6t Proces
ses
6ptions in <oe-In/6ut Processing
P"r"meters
+usiness 2artner
%o(e-out date
De< 2re'ise
%o(e-in date
P"r"meters
Pre'ise
%o(e-out date
+usiness 2artner or
classi8ication o8 ne<
)usiness 2artner
%o(e-in date
In the mo+e-in/out tr$ns$ction: you h$+e the 7ollo/ing processing options.
6o+e-in/out 7or premise.Lou c$n process the mo+e-out or mo+e-in o7 t/o di77erent )usiness p$rtners
into one premise.
6o+e-in/out 7or )usiness p$rtner.Lou c$n process $ mo+e-out 7or $ )usiness p$rtner 7rom one premise
$nd their mo+e-in to $nother premise.
(C SAP A% IUT110 1#
3.16
SAP AG 1999
0usiness
p"rtner
0usiness
p"rtner
Contr"ct
"ccount
Contr"ct
"ccount
Contr"ct Contr"ct Contr"ct
Connection
o$'ect
Connection
o$'ect
Premise
Premise
Inst"ll"tion
Inst"ll"tion
9eice
9eice
<oe-in
<oe-In4 <"ster 9"t"
(C SAP A% IUT110 1&
3.17
SAP AG 1999
<oe-
out
Contr"ct 2 Contr"ct 2 Contr"ct 2
02/01/.2000
<oe-in <oe-in
Do( 1st *ec 1st @an 1st %ar 1st. A2r 1st %a" 1st 2e$ 1st
Customer
1
Customer
2
Customer
2
Inst"ll"tion
<oe-in
Contr"ct 1
Contr"ct 1
!o Ch"nges to Inst"ll"tion 9"t"
(C SAP A% IUT110 1'
3.18
SAP AG 1999
Current contr"ct 1000-C1- Current contr"ct 1000-C1-
!o contr"ct "ssigned !o contr"ct "ssigned
Termin"ted contr"ct 1000-C1+ Termin"ted contr"ct 1000-C1+
Termin"ted contr"ct 1000-C11 Termin"ted contr"ct 1000-C11
Inst"ll"tion
10.1,
Inst"ll"tion
10.1,
01/01/D0 - 0./1-/1DD2
0./1,/D2 - 0+/+1/1DD+
0-/01/D+ - 12/1A/1DDA
12/1C/DC - 12/+1/DDDD
01/01/D0 - 0./1-/1DD2
0./1,/D2 - 0+/+1/1DD+
0-/01/D+ - 12/1A/1DDA
12/1C/DC - 12/+1/DDDD
In#orm"tion on the
inst"ll"tionKs d"t"
enironment
In#orm"tion on the
inst"ll"tionKs d"t"
enironment
Inst"ll"tion Bistory
(C SAP A% IUT110 1,
3.1.
SAP AG 1999
>ou "re no& "$le to4
9escri$e the $usiness processes moe-in% moe-out%
"nd moe-in/out
Implement the $usiness processes moe-in% moe-
out% "nd moe-in/out #rom the CIC
;3pl"in the ch"nges to the m"ster d"t"
<oe-In/6ut4 Unit Summ"ry
(C SAP A% IUT110 1-
3.20&o1e-In/>ut 67ercises
Unit8 &o1e-In/>ut
To%ic8 &o1e-In
At the conclusion o7 these eAercises: you /ill )e $)le to.
Per7orm the 7ull mo+e-in process in the system
<ispl$y the mo+e-in document gener$ted.
A customer comes in person to the ser+ice center $nd in7orms you th$t
she /ould li3e $ utility contr$ct 7or $n $p$rtment th$t is currently +$c$nt.
Lou use the CIC to per7orm the mo+e-in: /ith tod$yOs d$te $s the st$rt
d$te.
1-1 A )usiness p$rtner mo+es in to $ premise.
1-1-1 Identi7y the customer
The customer tells you th$t her n$me is Const$nce 0ishop: li+ing in 0oston:
$nd th$t she is mo+ing into $ ne/ $p$rtment: $lso in 0oston. At present she is
li+ing in 0PP 6$ss$chusetts A+enue in 0oston: 6A 02100.
Identi7y the customer in the system. (nce you h$+e done this: the )usiness
p$rtner should )e $+$il$)le in the CIC.
1-1-2 Identi7y the ne/ premise
6rs 0ishop re"uires utility contr$cts 7or her ne/ $p$rtment 0PP =$st Side
?igh/$y.
Identi7y the premise into /hich 6rs 0ishop is mo+ing. ((nce you h$+e done
this: you should )e $)le to $ccess the premise 7rom the clip)o$rd. =Aecute the
Identify "reise c$ll th$t is loc$ted in the Identify c$ll group ($ction )oA. In
the <$t$ 4inder: choose the Technical data t$) p$ge $nd enter the street $nd
house num)er in the connection o)*ect $re$. Choose Save Enter. I7 the system
c$n determine $ premise: it is displ$yed in the n$+ig$tion $re$ on the Cli"board
t$) p$ge. Select the entry $nd displ$y the o)*ect (right mouse clic3 - Dis"lay.
=nter the num)er o7 the premise here. MMMMMMMMMMMMM
Choose Environent Data- $nd $ns/er the 7ollo/ing "uestion. 2hich inst$ll$tions
7rom 6rs 0ishopOs ne/ $p$rtment $re 7ound in this premise> =nter them in the
7ollo/ing t$)le.
Inst$##$tion num*er 9i1ision
(C SAP A% IUT110 20
5eturn to the CIC.
1-1-1 Per7orm the mo+e-in. To do this: eAecute the M1in5 )no4n custoer c$ll under
the &o1e I/> c$ll group in the $ction )oA
Per7orm the mo+e-in 7rom the CIC . Use the )usiness o)*ects th$t you s$+ed to
the clip)o$rd. Select )oth entries.
The system prompts you to m$int$in the mo+e-in d$te in $n
$ddition$l step in the CIC (speci7y mo+e-in p$r$meters.
=nter tod$yOs d$te.
2hen you $re $s3ed: Do you 4ant to ado"t an e6istin( contract account9:
$ns/er :es.
Per7orm the mo+e-in 7or all the inst$ll$tions in the premise.
Lou $re no/ in the mo+e-in processing screen.
;ae1'din% t$) p$ge
In the cont$ct d$t$: record the 7$ct th$t 6rs 0ishop c$me )y in %erson.
Ban) data t$) p$ge
Since 6rs 0ishop h$s con7irmed th$t she /ill continue to use the s$me
$ccount: you do not need to m$3e $ny ch$nges here.
&ayent Data t$) p$ge
Chec3 the p$yment methods th$t h$+e )een entered. 6rs 0ishop h$s $greed
th$t $ny credit m$y )e tr$ns7erred to her )$n3 $ccount. Ch$nge the outgoing
p$yment method $ccordingly.
Contract Data t$) p$ge
=nter the 7ollo/ing +$lues in the ne/ contr$cts.
To s/itch )et/een the contr$cts: $cti+$te the Electricity?
2as $nd <ater t$) p$ges.
9i1ision Contr$ct te7t
01 =lectricity contr$ct D 0PP =$st Side ?igh/$y
02 %$s contr$ct
03 2$ter contr$ct Q 0PP =$st Side ?igh/$y
(C SAP A% IUT110 21
M! Data
Since the meter re$ding $t de+ice inst$ll$tion /$s t$3en so long $go: the
system does not $utom$tic$lly propose it $s the meter re$ding $t mo+e-in.
There7ore: use the &elect 'll )utton to select $ll the registers $nd choose
Estimate.
S$+e the mo+e-in.
5eturn to the CIC )y pressing 41.
1-1-! <ispl$y the current )usiness p$rtner d$t$.
Choose !efresh in the n$+ig$tion $re$ (Environent t$) p$ge. The system
displ$ys the ne/ d$t$ you h$+e cre$ted. In the Docuents t$) p$ge o7 the
n$+ig$tion $re$: choose !efresh. A ne/ cont$ct eAists. <ispl$y this cont$ct
(dou)le clic3 on the o)*ect $nd choose the (usiness !bjects t$) p$ge. ?ere you
c$n 7ind the mo+e-in document. <ispl$y this document $nd m$3e $ note o7 the
document num)er.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-# Customer o+er+ie/
<ispl$y the customer o+er+ie/ 7or Const$nce 0ishop. ;ote th$t )oth premises
$re +isi)le in the lo/er p$rt o7 the screen.
1-1-& Customer en+ironment
<ispl$y the customer en+ironment 7or Const$nce 0ishop.
1-2 True or 7$lse>
1-2-1 The mo+e-in is $ /or37lo/ process
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-2 A mo+e-in connects the contr$cts o7 $ )usiness p$rtner to the inst$ll$tions o7 $
premise.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-1 The inst$ll$tion cont$ins the mo+e-in d$te.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-! <uring mo+e-in: $ )usiness p$rtner $nd his/her contr$ct $ccounts $nd contr$cts
must $lre$dy eAist in the system.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 22
=Aercises
Unit8 &o1e-In/>ut
To%ic8 &o1e->ut
At the conclusion o7 these eAercises: you /ill )e $)le to.
Per7orm the 7ull mo+e-out process in the system
<ispl$y the mo+e-out document gener$ted.

A customer telephones $nd in7orms you th$t she is mo+ing out $t the end
o7 the month.
Per7orm the mo+e-out 7rom the CIC $nd enter the customerOs ne/
$ddress.
In $ddition: re"uest $ meter re$ding order.
2-1 0usiness p$rtner mo+e-out
2-1-1 Identi7y customer
S$r$h Peterson li+es in 0PP 6$ss$chusetts A+enue in 0oston: 6A 0211&.
Identi7y the customer in the system. (nce you h$+e eAecuted this step: the
)usiness p$rtner should )e $+$il$)le in the clip)o$rd
2-1-2 ()t$in $n o+er+ie/ o7 the d$t$ en+ironment o7 6rs Peterson. To do this:
choose the go to the selection $re$ $nd choose either the Customer Environment
or Customer !vervie% c$ll.
?o/ m$ny contr$ct $ccounts does she h$+e> MMMMMMMMMMMMMMMMMMMMMMMMMMM
?o/ m$ny utility contr$cts> MMMMMMMMMMMMMMMMMMMMMMMMMMM
Complete the 7ollo/ing t$)le (/ith the corresponding 3ey +$lues.
9i1ision Contr$ct Inst$##$tion
Are there $ny outst$nding recei+$)les 7or 6rs SmithOs $ccount>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 21
2-1-1 Per7orm the mo+e-out
<o this 7rom the CIC using the Move=0ut &artner c$ll under the Move=I10
c$ll group. Use the Business "artner Sarah &eterson )usiness o)*ect th$t h$s
)een s$+ed in the clip)o$rd.
6o+e-out d$te
@$st d$y o, the current month
'ddress data t$) p$ge
=nter 6rs PetersonOs ne/ $ddress.
0:: Inde%endence 1enue in +oston.
M! Data t$) p$ge
%ener$te $ ne/ meter re$ding order 7or the meters.
S$+e the mo+e-out: return to the CIC $nd re7resh the d$t$.
(C SAP A% IUT110 2!
=Aercises
Unit8 &o1e-In/>ut
To%ic8 &o1e-In/>ut
At the conclusion o7 these eAercises: you /ill )e $)le to.
Per7orm $ mo+e-in/out in the system
<ispl$y rel$ted documents
Underst$nd the mo+e-in/out d$t$ en+ironment
?$rry Rones is mo+ing into premise 0PP Constitution A+enue in 0oston:
6A 0212- tomorro/.
The pre+ious ten$nt mo+ed out o7 the premise tod$y.
6r Rones reports the mo+e-out $nd his su)se"uent mo+e-in: $nd pro+ides
the meter re$dings 7or $ll the registers.
1-1 6o+e-in/mo+e-out o7 $ premise
1-1-1 Identi7y the ne/ customer
4ind out i7 ?$rry Rones is $lre$dy $ customer.
?$rry Rones does not eAist. Cre$te the )usiness p$rtner in the selection $re$. To
do this: chosoe the Create )utton $nd m$int$in the 7ollo/ing d$t$.
=ie#d n$me A$#ue
)itle r
Category Person
&e* ale
+ast name ,ones
-irst name .arry/00
&treet Independence 'venue
1umber 200
Post code 3452/
City (oston
Country U&
(C SAP A% IUT110 2#
To en$)le e$ch group to c$rry out the eAercise: ple$se $tt$ch
your group num)er to the end o7 the 7irst n$me. Lou should
there7ore su)se"uently se$rch 7or ?$rry (0PPP Rones.
Choose Save Enter. Lou c$n no/ $ttempt to identi7y 6r Rones $g$in (press Enter
t/ice
1-1-2 Identi7y the premise $nd its en+ironment
Identi7y the premise on the ground 7loor o7 0PP Constitution A+enue in
0oston: 6A 0212-. Use the Connection 0b3ect Environent c$ll under
Inforation c$ll group in the $ction )oA.
4ind out /ho /$s pre+iously registered $s $ )usiness p$rtner $t th$t $ddress.
0usiness p$rtner num)er. MMMMMMMMMMMMMMMMMMMMMMMMMMMMM
;$me. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
Select the premise $nd choose Co"y to Cli"board or /8%
1-1-1 Per7orm the mo+e-in/out
<o this 7rom the CIC (&reise ove=in1out. Use the )usiness p$rtner .arry /0 ,ones
$nd &reise 0## Constitution 'venue in Boston- M' 0,1,> )usiness o)*ects
7rom the clip)o$rd.
Lou $re on the initi$l mo+e-in/out screen. Lou c$n chec3 the d$tes here (such $s mo+e-
in or mo+e-out d$te. Choose Save Enter.
Lou $re no/ in mo+e-out processing.
=nter the )usiness p$rtnerOs ne/ $ddress.
0:: %%#e Tree @$ne in -$shin'ton 9.C.
&o1e-out. t$) p$ge M! Data
=stim$te the meter re$ding results
&o1e-out8 S$+e the mo+e-out.
Lou $re no/ in mo+e-in processing.
&o1e-in. Ban) data t$) p$ge
6r Rones h$s $ccount num)er 08154711:: $t the &e##on +$n0 in +oston
(under I< 1.
Move=in. !$yment d$t$ t$) p$ge
6r Rones $grees to $ direct de)it $nd /ould li3e $ny credit )$l$nces to )e
tr$ns7erred to this $ccount.
Move=in. M! Data t$) p$ge
Chec3 the meter re$ding d$t$. ?$+e the mo+e-out meter re$dings )een
(C SAP A% IUT110 2&
tr$ns7erred>
2h$t is the meter re$ding type>
S$+e the mo+e-in.
1-1-! <$t$ en+ironment 7or the premise 7ollo/ing mo+e-in/out
<ispl$y the premise en+ironment.
2hich ne/ contr$cts /ere cre$ted>
9i1ision Contr$ct Inst$##$tion
S/itch the +ie/ 7rom tod$yOs d$t$ to $ +ie/ /hich comprises the d$t$ 7or $
p$rticul$r period (7or eA$mple 01/01/1--, to tomorro/.
;ote th$t the contr$cts 7or the premiseOs inst$ll$tions c$n )e displ$yed historic$lly.
(C SAP A% IUT110 2'
3.21&o1e-In/>ut So#utions
Unit8 &o1e-In/>ut
To%ic8 &o1e-In
1-1 0usiness p$rtner mo+es in to $ premise
Utilities Industry Custoer Service /ront 0ffice1Custoer Interaction Center
Custoer Interaction Center
1-1-1 Identi7y the customer
=nter the 7ollo/ing d$t$ in the se$rch criteri$.
=ie#d n$me A$#ue
+ast name (ishop or (is6
-irst name Constance or Co6
&treet assachusetts 'venue7 67 or
initial
.ouse number /00 or initial
Post code /25// or initial
City (oston or initial
Choose Enter until the d$t$ is displ$yed in the n$+ig$tion $re$.
The )usiness p$rtner identi7ied is no/ $lso displ$yed in the clip)o$rd.
1-1-2 Identi7y the ne/ premise.
=nter the 7ollo/ing d$t$ in the se$rch criteri$.
=ie#d n$me A$#ue
&treet East &ide .igh%ay or Ea6
.ouse number /00
The premise re"uired is no/ in the clip)o$rd (Clipboard t$) p$ge in the
n$+ig$tion $re$.
(C SAP A% IUT110 2,
To displ$y the desired premise in7orm$tion.
Select the premise in the clip)o$rd $nd choose the Display c$ll +i$ right
mouse clic3.
In the premise displ$y: choose Environent Data.
The num)er o7 the premise is T+060110::.
Inst$##$tion num*er 9i1ision
)(/3/55/00 Electricity
)(/3/52/00 8ater
)(/3/59/00 :as
5eturn to the Custoer Interaction Center (using the /* 7unction 3ey.
1-1-1 Pe7orm the mo+e-in
The )usiness p$rtner line on the clip)o$rd is selected.
Select the premise line.
Choose the M1in5 )no4n custoer c$ll under the Move I10 c$ll group.
=nter today?s date in the mo+e-in d$te 7ield. Choose E6ecute or /8.
2hen you $re $s3ed: Do you 4ant to ado"t an e6istin( contract
account9: $ns/er :es.
Con7irm th$t you /$nt to per7orm the mo+e-in 7or $ll three inst$ll$tions on
the premise )y pressing Enter or the (reen chec)ar).
2$me/dministr$tion8 Cont$ct d$t$ t$) p$ge
The person$l +isit o7 6rs 0ishop to the customer center is s$+ed under
cont$ct ty%e.
Using 7ield selection (4!: choose the +$lue &ersonal.
&ayent data t$) p$ge
=ie#d n$me A$#ue
!utgoing payment.
method
(
(an; ID < outgoing 5
(C SAP A% IUT110 2-
Contracts t$) p$ge
9i1isio
n
Contr$ct te7t
01 =lectricity contr$ct D 0PP =$st Side ?igh/$y
02 %$s contr$ct D 0PP =$st Side ?igh/$y
03 2$ter contr$ct D 0PP =$st Side ?igh/$y
S$+e the mo+e-in.
1-1-! <ispl$y the )usiness p$rtner d$t$.
Proceed $s descri)ed in the eAercise.
1-1-# Customer o+er+ie/
Choose Custoer overvie4 7rom the Inforation c$ll group.
5eturn to the Customer Inter$ction Center.
1-1-& Customer en+ironment
Choose Custoer environent 7rom the Inforation c$ll group.
5eturn to the Customer Inter$ction Center.
1-2 True or 7$lse>
1-2-1 4$lse: since $ll steps c$n )y c$rried out )y one employee $t the s$me time $nd
/ithout interruption.
1-2-2 True.
1-2-1 4$lse: mo+e-in $nd mo+e-out d$tes $re m$n$ged in the contr$ct. ?o/e+er: the
inst$ll$tion is $ssigned to $ contr$ct $7ter mo+e-in.
1-2-! 4$lse. <uring mo+e-in: $ ne/ )usiness p$rtner c$n )e $dded $nd the contr$cts
$nd contr$ct $ccount cre$ted.
(C SAP A% IUT110 10
So#utions
Unit8 &o1e-In/>ut
To%ic8 &o1e->ut
2-1 0usiness p$rtner mo+es out
Utilities Industry Custoer Service /ront 0ffice1Custoer Interaction Center
Custoer Interaction Center
2-1-1 Identi7y the customer
=nter the 7ollo/ing d$t$ in the se$rch criteri$.
=ie#d n$me A$#ue
+ast name Peterson or Pe6
-irst name &arah
&treet assachusetts 'venue or a6
.ouse number =00 or initial
Post code /2553 or initial
City (oston or initial
Choose Enter until the d$t$ is $+$il$)le in the n$+ig$tion $re$.
The )usiness p$rtner identi7ied is no/ $lso 7ound in the clip)o$rd.
2-1-2 ;$+ig$tion $re$. Customer o+er+ie/ $nd customer en+ironment.
Choose Custoer environent 7rom the Inforation c$ll group.
5eturn to the Customer Inter$ction Center.
?o/ m$ny contr$ct $ccounts does 6rs Peterson h$+e>
2o. o, contr$ct $ccounts Contr$ct $ccount num*er
5 )(/5/5>/00
(C SAP A% IUT110 11
?o/ m$ny utility contr$cts does 6rs Peterson h$+e> 2
9i1ision Contr$ct Inst$##$tion
Electricity )(/5/53/00 )(/5/53/00
8ater )(/5/59/00 )(/5/59/00
Are there $ny outst$nding recei+$)les 7or 6rs SmithOs $ccount> 2o.
2-1-1 Per7orm the mo+e-out
The )usiness p$rtner line on the clip)o$rd is selected.
Choose the Move=out "artner c$ll th$t is 7ound under the Move I10 c$ll
group.
=nter the mo+e-out d$te
6$int$in your d$t$ on the 'dinistration1;ae $nd 'ddress Data t$)
p$ges.
=ie#d n$me A$#ues
&treet Independence 'venue
.ouse no. /00
Post Code 3454/
City (oston.
M! Data t$) p$ge
Acti+$te the Service ;otification10rder indic$tor.
S$+e the mo+e-out.
5eturn to the CIC.
Upd$te the Environent $nd Docuents t$) p$ges in the n$+ig$tion $re$.
(C SAP A% IUT110 12
So#utions
Unit8 &o1e-In/>ut
To%ic8 &o1e-In/>ut
1-1 6o+e-in/out o7 $ premise
Utilities Industry Custoer Service /ront 0ffice1Custoer Interaction Center
Custoer Interaction Center
1-1-1 Identi7y the ne/ customer
=nter the 7ollo/ing d$t$ in the se$rch criteri$.
=ie#d n$me A$#ue
+ast name ,ones
-irst name .arry?000"
Se$rch results.
Usin( the s"ecified selections- no ob3ect fro cate(ory Business "artner
4as found%
Cre$te the )usiness p$rtner.
Choose Enter until the d$t$ 7or the ne/ )usiness p$rtner cre$ted $ppe$rs
in the clip)o$rd.
1-1-2 Identi7y the premise $nd its en+ironment
Proceed $s descri)ed in the eAercise.
+usiness %$rtner 2$me
)(///55/00 'shley &mith
5eturn to the Customer Inter$ction Center.
(C SAP A% IUT110 11
1-1-1 Per7orm $ mo+e-in/out 7or $ premise.
Select )oth o)*ects 7rom the clip)o$rd.
Choose the &reise ove=in1out c$ll th$t is 7ound under the Move I10 c$ll
group. Lou c$n correct $ny d$t$ here i7 necess$ry.
:ou start ove=in1out "rocessin( by "ressin( Enter%
Move=out5 'ddress data tab "a(e
=ie#d n$me A$#ues
&treet 'pple )ree +ane
.ouse no. /00
Post Code 3454/
City 8ashington D.C.
Move=out5 M! data tab "a(e
Select $ll registers
Choose the Estiate )utton.
S$+e the mo+e-out document.
The system s/itches to process the mo+e-in.
Move=in5 Ban) data t$* %$'e
=ie#d n$me A$#ues
ID 5
Country U&
(an; ;ey 9//@//5/
(an; account /@5A>95500
&o1e-in8 !$yment d$t$ t$) p$ge
=ie#d n$me A$#ues
Incoming payment. method D ?Direct debit"
(an; details ID 5
!utgoing payment. method ( ?!utgoing paym./ban;
trans$er"
(an; ID < outgoing 5
Move=in5 M! Data t$) p$ge
The meter re$ding type is 04 (derived eter readin().
S$+e the mo+e-in document.
(C SAP A% IUT110 1!
1-1-! The d$t$ en+ironment o7 the premise $7ter the mo+e-in/out
;e/ contr$cts
9i1ision Contr$ct Inst$##$tion
01 Intern$lly $ssigned contr$ct
num)er
T0000110PP
01 Intern$lly $ssigned contr$ct
num)er
T0000120PP
<$t$ en+ironment 7rom 01/01/1--, D to d$te
Press the )utton &eriod /@ $nd enter 01/01/1--, in the Aalid fro 7ield.
(C SAP A% IUT110 1#
4
SAP AG 1999
Technic"l o$'ects in 8or1 <"n"gement
Customer-rel"ted 8or1 <"n"gement
(Inst"ll"tion serices)
Inter#"ces to e3tern"l systems
Contents4
8or1 <"n"gement
A l$rge num)er o7 /or3 orders $re $ccepted: pl$nned: c$lcul$ted: c$rried out $nd i7 necess$ry: )illed to $
customer in $ utilities comp$ny. IS-U uses 7unctions /hich $lre$dy eAist in the +$rious components o7
the 5/1 st$nd$rd system to m$n$ge these orders. These 7unctions $re merged /ith IS-U-speci7ic )usiness
processes in 2or3 6$n$gement $nd industry-speci7ic 7unctions $re $dded.
2or3 6$n$gement uses $ l$rge num)er o7 7unctions 7rom the Plant aintenance (P6 $nd Customer
&ervice (CS components. These 7unctions $re descri)ed eAtensi+ely in the document$tion 7or P6: e.g.
in the online document$tion $nd in the P6 h$nd)oo3 under P - )he $unctions in detail.
(C SAP A% IUT110 1
4.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
9escri$e the t"s1s o# 8or1 <"n"gement
*ist the most import"nt inter#"ce systems o# 8or1
<"n"gement
9e#ine the #unctions o# serice "nd inst"ll"tion orders
C"rry out simple processes in the system in the "re"
o# 8or1 <"n"gement
8or1 <"n"gement4 Unit 6$'ecties
(C SAP A% IUT110 2
4.3
SAP AG 1999
Ac/uisition% pl"nning% c"lcul"tion% e3ecution o# intern"l "nd
e3tern"l &or1 orders
Cre"tion o# $ills #or customers
;3"mples4
Cre"tion "nd e3tension o# serice connections
;nergy consulting
Unscheduled meter re"ding
9isconnection "nd reconnection
<"inten"nce
5ep"irs
Inst"ll"tion% e3tension or remo"l
o# technic"l e/uipment
8h"t Are"s does the 8or1 <"n"gement System
CoerG
The d$y to d$y )usiness o7 $ utility comp$ny includes processing $ l$rge num)er o7 /or3 orders. The
orders must )e $ccepted: pl$nned: c$lcul$ted: eAecuted $nd /hen necess$ry: )illed to $ customer.
There $re t/o di77erent types o7 /or3 ordersH intern$l /or3 orders $nd eAtern$l /or3 orders (/hich rel$te
to Customer Ser+ice. 67tern$# <or0 orders $re m$pped /ith ser1ice orders in the Customer &ervice
(CS component. Intern$# <or0 orders $re m$pped /ith %#$nt m$inten$nce orders in the Customer
&ervice (CS component.
(C SAP A% IUT110 1
4.4
SAP AG 1999
Pl"nt sericing
Pl"nt m"n"gement
Pl"nt sericing
Pl"nt m"n"gement
Serices #or &hich 8or1 <"n"gement c"n $e
implemented4
Typic"l serices #or pri"te / commerci"l customers
. .
!et&or1 serices
!et&or1 serices !et&or1 serices
9 Po&er distri$ution
9 Inst"ll"tion
9 ;lectricity supply
9 <eter re"ding
9 9 Po&er distri$ution Po&er distri$ution
9 9 Inst"ll"tion Inst"ll"tion
9 9 ;lectricity supply ;lectricity supply
9 9 <eter re"ding <eter re"ding
Gener"tion
Gener"tion
Tr"nsmission
Tr"nsmission Tr"nsmission
9istri$ution 9istri$ution 9istri$ution
Utility <"n"gement Serices
(C SAP A% IUT110 !
4.5
SAP AG 1999
Technic"l o$'ects
Inst"ll"tion serices
Inter#"ces
8or1 <"n"gement4 Technic"l 6$'ects
(C SAP A% IUT110 #
4.6
SAP AG 1999
Technic"l o$'ects in
the
supply "re"
P</CS P</CS
IS IS- -U U
Customer
Serice
Customer
Serice
Pl"nt
<"inten"nce
Pl"nt
<"inten"nce
9escription4
-echnical o)Aects in
trans'ission and distri)ution
;3"mple4
-rans8or'er su)stations
-rans'ission lines
-rans8or'er stations
-rans8or'ers
S<itchin& stations
9escription4
-echnical o)Aects <ith a direct
re8erence to the custo'er can
)e re2roduced in IS-U.
;3"mple4
!onno)A
Pre'ise
*e(ice location
*e(ices
*e(ice relationshi2
6erie& o# Technic"l 6$'ects
>*Bect #in0s. connections )et/een indi+idu$l systems
Cier$rchy )et/een 7unction$l loc$tions $nd e"uipment.
C#$ssi,ic$tions8 <escri)e technic$l d$t$ o7 $ll o)*ect types.
(C SAP A% IUT110 &
4.7
SAP AG 1999
2ield
01
2ield
01
2ield
02
2ield
02
2ield 0+
2ield 0+
2ield
01
2ield
01
2ield
02
2ield
02
2ield 0+
2ield 0+
2ield
01
2ield
01
2ield
02
2ield
02
2ield 0+
2ield 0+
9istri$ution st"tion ST
-+,
(#unction"l loc.)
9istri$ution st"tion ST
-+,
(#unction"l loc.)
9istri$ution st"tion ST
,C1
9istri$ution st"tion ST
,C1
9istri$ution st"tion ST
CA.
9istri$ution st"tion ST
CA.
*ine no. 1.C
(#unc. loc.)
*ine no. 1.C
(#unc. loc.)
*ine no. 1.D
*ine no. 1.D
*ine no. 1.A
(#unc. loc.)
*ine no. 1.A
(#unc. loc.)
*ine no. 1..
*ine no. 1..
*ine net&or1 &ith su$sections
6$'ect connection used to connect
t&o systems &ith di##erent
hier"rchies
9istri$ution st"tion &ith
tr"ns#ormer #ields
Supply Grid
Tr"ns#ormer
#ields
Tr"ns#ormer
#ields
Pylons
(e/uip.)
(C SAP A% IUT110 '
4.8
SAP AG 1999
Technic"l inst"ll"tions
(e/uipment)
0539/02
12,.2,A.01
0116192
0539/02
12,.2,A.01
0116192
Connection o$'.
(#unc. loc.)
Premise
Connection
(e/uipment)
Premise
9eices (e/uipment)
9e. loc.
(#unc. loc.)
Tr"ns#ormer
(e/uipment)
Connection 6$'ect
The technic$l inst$ll$tion is di+ision-dependent.
A m$Aimum o7 one technic$l inst$ll$tion c$n )e cre$ted 7or e$ch di+ision in e$ch premise. An
e"uipment is cre$ted in P6 $utom$tic$lly.
Since the technic$l inst$ll$tion is $ piece o7 e"uipment: it c$n )e su)*ect to regul$r m$inten$nce:
7or eA$mple.
(C SAP A% IUT110 ,
4..
SAP AG 1999
Technic"l o$'ects
Inst"ll"tion serices
Inter#"ces
8or1 <"n"gement4 Serices
(C SAP A% IUT110 -
4.10
SAP AG 1999
Pre'ise Pre'ise
622 622
6! 6!
'eter no0 324561
'eter no0 324561
readin& 0 FFFFFF
readin& 0 FFFFFF
9omestic inst"ll"tion serices
9"m"ge rep"irs
<onitoring o# domestic inst"ll"tions
9eice serices (inst"ll"tion/remo"l)
<"inten"nce o# "ppli"nces
Speci"l meter re"dings
5econnection/shutdo&n
6ther on-site serices
Inst"ll"tion Serices
The t$s3s o7 inst$ll$tion ser+ices center $round the connection o)*ect $nd the de+ice loc$tion. Ser+ices
m$y rel$te to e"uipment in the utility comp$ny or $t the customerSs inst$ll$tion: 7or eA$mple.
Consulting: inst$lling: m$int$ining: monitoring: eAtending
(/n inst$ll$tions. connection: technic$l me$sure inst$ll$tion: ...
=Atern$l inst$ll$tions. he$ting: $ir conditioning: ele+$tors: ...
Certi7ic$tion: meter re$ding
0re$3-in protection: security: 7ire protection: ele+$tors: inst$ll$tion control: energy consulting ...
(C SAP A% IUT110 10
4.11
SAP AG 1999
0"sic Structure o# " 8or1 6rder
.6a'2les0 'aterials; Cuantities; units o8 'easure;
stora&e location; )atch; ite' cate&or"; a(aila)ilit"
.6a'2les0 <or$ center; control $e";
descri2tion; standard ti'e;
acti(it" t"2e; <a&es
.Cui2'ent :asse')l">
,unctional locations
%aintenance noti8ications
Processes
.6a'2les0 order t"2e; dates; 2lant; re8erence o)Aect;
2riorit"; descri2tion
6rder he"der 6rder he"der
6$'ect list
<"teri"l list
0illing rule
Costs (pl"nned/"ctu"l)
.6a'2les0 2rotecti(e clothin&; crane; tra88ic
li&hts; 8ire e6tin&uisher;si&ns; e6ca(ator
Production resources
Ce$der d$t$ is in7orm$tion used to identi7y $nd $dminister /or3 orders. This in7orm$tion $pplies to the
/hole order. =A$mples o7 he$der d$t$ $re the order num)er: description: order type: d$tes 7or order
eAecution: priority: the person /ho cre$ted the order $nd the person /ho l$st ch$nged it.
The o*Bect #ist cont$ins 7unction$l loc$tions: e"uipment: $ssem)lies: m$inten$nce noti7ic$tions: $nd/or
m$teri$ls /ith seri$l num)ers. A single o)*ect c$n )e entered in the order he$der $s $ re7erence o)*ect. In
the o)*ect list: se+er$l o)*ects c$n )e entered.
!rocesses $re used to descri)e the /or3 to )e c$rried out $ccording to the order (the process includes the
/or3 center: the time re"uired $nd the control 3ey.
&$teri$#s $re sp$re p$rts th$t $re needed $nd used to eAecute the order.
!roduction resources (e.g. tools: protecti+e clothing: $nd speci$l he$+y goods +ehicles $re $lso needed
to eAecute the order: )ut $re not $ctu$lly used in the order.
The d$t$ in the *i##in' ru#e st$tes /ho is usu$lly responsi)le 7or the costs. The d$t$ is t$3en 7rom the
m$ster record o7 the re7erence o)*ect. It c$n: ho/e+er: )e ch$nged during the 7irst steps o7 the )illing
process 7or the order.
The cost d$t$ in7orms you o7 the estim$ted costs: $s /ell $s the pl$nned $nd $ctu$l costs o7 the order: the
rele+$nt cost c$tegories 7or the order: the upd$ting o7 3ey 7igures in the P6IS /ith +$lue c$tegories: $nd
the upd$ting o7 these 3ey 7igures /ith $ctu$l costs.
(C SAP A% IUT110 11
4.12
SAP AG 1999
2or serice orders only
;ntry/noti#ic"tion
Pl"nning
5ele"se
Printout
Con#irm"tion Con#irm"tion
Technic"l completion Technic"l completion
Inoicing Inoicing
0illing 0illing
Commerci"l Commerci"l
completion completion
;3ecution
Se/uence o# 6rder Processing
Processing st$rts /hen $ customer or employee reports $n out$ge: disruption or other re"uest
(such $s $ modi7ic$tion re"uest. An order c$n )e cre$ted directly: or on the )$sis o7 $
noti7ic$tion.
Typic$l pl$nning t$s3s include de7ining /or3 processes: reser+ing repl$cement p$rts or de7ining
/or3ing hours.
The order is then tr$ns7erred 7or scheduling $nd control. A+$il$)ility is chec3ed: c$p$city
re"uired is pro+ided $nd the necess$ry shop p$pers $re printed.
=Aecution includes o)t$ining repl$cement p$rts 7rom the stoc3 $nd $ctu$lly eAecuting the order.
(nce /or3 is complete: the $ctu$l times re"uired to complete the /or3 $re recorded. (ther
technic$l in7orm$tion is $lso entered to document rep$irs $nd de7ine the st$tus o7 the technic$l system.
The order is then )illed in Controlling.
0illing is per7ormed prior to in+oicing 7or $ ser+ice order $nd $ )ill is cre$ted 7or the customer.
(C SAP A% IUT110 12
4.13
SAP AG 1999
S"les ie&
Price in#orm"tion
9escription o# energy
resources #or &or1% m"teri"ls...
e3tern"l resources
Ch"r"cteristics
?"lues
9ependencies
Connection o$'ec%t
deice
Technic"l
o$'ect
Con#igur.
Serice
order
Serice
product
Customer
order
Instructions
Serice
m"teri"l
Serice Product4 Concept
IS-U uses the customer order 7rom the &ales B Distribution $pplic$tion component (S< $nd the ser+ice
order 7rom the Plant aintenance component (P6 to m$n$ge customer-rel$ted )usiness tr$ns$ctions.
These documents $re lin3ed using $ ser+ice product. A ser+ice product is $ ser+ice th$t is sold in S< $nd
per7ormed in P6.
Lou c$n $ssign $ gener$l m$inten$nce t$s3 list to $ ser+ice product. Lou c$n $lso speci7y $ technic$l
o)*ect (such $s e"uipment 7or /hich the ser+ice is to )e per7ormed.
The system copies the gener$l m$inten$nce t$s3 list $nd the technic$l o)*ects into the ser+ice order in the
P6 component. Lou c$n use con7igur$tion in the customer order or the technic$l o)*ect to de7ine $nd
$n$ly9e indi+idu$l instructions.
(C SAP A% IUT110 11
4.14
SAP AG 1999
Instructions
1. *i& trench
-i'e0 0.5h 2er '
-ool0 .6ca(ator
2. Secure e6ca(ation
4nl" 8or so8t &round
3. ?a" ca)le
%aterial0 E ' ca)le
4. Install connection )o6es
-i'e0 1h
%aterial0 !onnection )o6
5. ,ill trench
-i'e0 0.2 h 2er '
Con#igur"tion
Ch"rs ?"lues
-"2e o8 &round0 ?i&ht
?en&th0 10'
!onnection t"2e A
Internal ser(ice Ges
Serice m"teri"l
!a)le 2er ' 60 UDI
.6ca(ation 2er ' 150
UDI
!onnection )o6es
-"2e A 1;200 UDI
-"2e + 1;500 UDI
++ a'ount 8or
internal ser(ice 300
UDI
Serice o$'ect
Serice o$'ect
Serice order
Serice order Juot"tion% customer order
Juot"tion% customer order
Serice product
Serice product
Serice Product4 Cre"te Serice Connection
(C SAP A% IUT110 1!
4.15
SAP AG 1999
IS-U/
CCS
IS-U/
CCS
S9
P</CS
2I-CA 2I-CA 2ront o##ice 2ront o##ice
6
5
IS-U/
CCS
IS-U/
CCS
8 o r 1 # l o & < " n " g e m e n t 8 o r 1 # l o & < " n " g e m e n t
8or1
order
Inoicing4
inst"ll"tion
Supply
serices
5e/uest #or
/uot"tion
Juot"tion 6rder
0illing
re/uest
Inoicing4
Inst"ll"tion
serices
9ocument
1
2
-
,
A
C
.
D
10
Jty 6rdered
Tot"l SA*;SP;5S6! 9AT;
S"lesT"3
Su$t ot"l
Tot"l Price
9escription
Jty Shipped
P.6. L4
Premise Customer
UTI*IT> 0I**
Customer Customer
+
The Inst"ll"tion Serices Process
6$n$gement o7 $ ser+ice connection could )e per7ormed $s 7ollo/s.
(1) A customer re"uests $ "uot$tion 7or the inst$ll$tion o7 $ ser+ice connection. The customer ser+ice
represent$ti+e identi7ies the customer in the CIC or cre$tes the corresponding customer m$ster
record (i7 the customer is not $lre$dy de7ined in the system.
(2) The customer ser+ice represent$ti+e cre$tes $ customer "uot$tion in the S$les B <istri)ution (S<
component.
(3) A "uot$tion noti7ic$tion is cre$ted $nd sent to the customer. A ser+ice order c$n )e gener$ted
$utom$tic$lly in the )$c3ground in the CS component (&.
(4) The customer $ccepts the "uot$tion.
(5) The customer ser+ice represent$ti+e gener$tes $ s$les order. (rder items c$n )e $utom$tic$lly
tr$ns7erred 7rom the "uot$tion.
(6) A ser+ice order is cre$ted $utom$tic$lly in the )$c3ground i7 this /$s not cre$ted /ith the "uot$tion
(1.
(7) The ser+ice connection is m$de on site.
(8) I7 the ser+ice is in+oiced $ccording to consumption (i.e. i7 the $ctu$l costs incurred $re to )e )illed: $
)illing re"uest is cre$ted in the S< component.
(.) The in+oice is triggered $nd posted in the S< component. I7 the ser+ice is not in+oiced $ccording to
consumption: )ut on $ 7l$t r$te: the in+oicing procedure is )$sed on the s$les order. As $n $ltern$ti+e
to in+oicing in S<: it is $lso possi)le to cre$te the in+oice 7or the ser+ice in IS-U/CCS $nd to o77set it
/ith consumption )illing.
(C SAP A% IUT110 1#
(10) The in+oiced $mount is then entered $s $ de)it $mount in the 4I-CA component.

(C SAP A% IUT110 1&
4.16
SAP AG 1999
Accept
/uot"tion
Cre"te
/uot"tion
Cre"te
serice order
Cre"te
serice conn.
Customer
Agent
Agent
Agent
Agent
Customer
System
Technician
Cre"te
customer order
Con#irm
serice order
P"yment
Trigger
inoicing
8or1#lo&
8or1#lo&
Cre"te Serice Connection
The Tser+ice connectionT )usiness process (such $s ne/ inst$ll$tion o7 $ ser+ice connection or
eAtension o7 $n eAisting ser+ice connection c$n )e 7urther di+ided into three su)processes.
6$n$gement o7 "uot$tions
(rder processing
(rder completion $nd in+oicing
The order processing su)process includes the eAtern$l customer order $nd the intern$l ser+ice
order.
(C SAP A% IUT110 1'
4.17
SAP AG 1999
Technic"l o$'ects
Inst"ll"tion serices
Inter#"ces
8or1 <"n"gement4 Inter#"ces
(C SAP A% IUT110 1,
4.18
SAP AG 1999
SCA9A
SCA9A
A</2<GIS
A</2<GIS
9ecentr"li:ed
resource
pl"nning
9ecentr"li:ed
resource
pl"nning
6ut"ge
"n"lysis
6ut"ge
"n"lysis
8or1
<"n"gement
8or1
<"n"gement
5/+
St"nd"rd
Applic"tions
Serice orders
con#irm"tions
6ut"ge
noti#ic"tions
"nd orders
6ut"ge
con#irm"tions
Tr"ns#ormer
st"tion
out"ges
Connection in#orm"tion
Situ"tion
monitoring
Geogr"phic"l
d"t"
Serice orders
Completion
con#irm"tions
<9I
<o$ile
deices
<o$ile
deices
Customer
serice
Customer
serice
Possi$le Con#igur"tion o# "n Inter#"ce Scen"rio
6<I. 6o)ile <$t$ Inter7$ce
SCA<A. Super+isory Control $nd <$t$ Ac"uisition
%IS. %eogr$phic$l In7orm$tion System
A6/46. Asset 6$n$gement / 4$cility 6$n$gement
(C SAP A% IUT110 1-
4.1.
SAP AG 1999
Tr"ns#ormer
st"tion
Tr"ns#ormer
st"tion
Tr"ns#ormer
Tr"ns#ormer
WMS
GIS
Connection
Connection
9eice
9eice
Connection
o$'ect
Connection
o$'ect
9eice
loc"tion
9eice
loc"tion
CCS
6$'ect I9
Connectiity
in#orm"tion
6$'ect I9
Connectiity in#orm"tion4
GIS 0usiness
Connector
Technic"l 6$'ects in 8or1 <"n"gement "ndGIS
(C SAP A% IUT110 20
4.20
SAP AG 1999
Customer compl"ins "$out " #"ulty deice
Agent selects the serice o$'ect
in the CIC
The serice order% instructions% tools
"nd m"teri"ls "re sent to the
responsi$le technici"n
9eice 5ep"irs
In the CIC you c$n trigger the gener$tion o7 $ rep$ir order )y 7irst selecting the customer $nd st$rting the
process.
Lou select the corresponding technic$l o)*ect 7rom the displ$yed customer o+er+ie/ screen.
The rep$ir order is $utom$tic$lly cre$ted.
(C SAP A% IUT110 21
4.21
SAP AG 1999
>ou "re no& "$le to4
Identi#y the most import"nt t"s1s "nd inter#"ce
systems in 8or1 <"n"gement
C"rry out simple processes in the system in the "re"
o# 8or1 <"n"gement
9escri$e &hich e3tern"l systemscn" $e used in
con'unction &ith 8or1 <"n"gement
8or1 <"n"gement4 Unit Summ"ry
(C SAP A% IUT110 22
4.22-or0 &$n$'ement 67ercises
Unit8 -or0 &$n$'ement
To%ic8 Ser1ice >rders
At the conclusion o7 these eAercises: you /ill )e $)le to.
Per7orm the 4ront (77ice process UCre$te ser+ice orderV.
Lou /ill )ecome 7$mili$r /ith $ su)-$re$ o7 2or3 6$n$gement.
1-1 Cre$te $ ser+ice order using the CIC.
1-1-1 0usiness p$rtner =lmer Petersheim: 6$ss$chusetts A+enue0PP in 0oston
reports $ de+ice 7$ult. Cre$te $ ser+ice order (rep$ir order. using the CIC.
Identi7y the )usiness p$rtner.
Under the Environent t$) p$ge in the n$+ig$tion $re$: select the du$l r$te
meter $nd $ccess the 4ront (77ice process Create re"air order )y me$ns o7 $
right mouse clic3.
1-1-2 2hich order num)er h$s )een $ssigned )y the system>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2h$t is the customer cont$ct num)er>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-1 2hich /or3 center h$s )een determined>
(C SAP A% IUT110 21
4.23-or0 &$n$'ement So#utions
Unit8 -or0 &$n$'ement
To%ic8 Ser1ice >rders
1-1 Cre$te ser+ice order.
Utilities Industry Custoer Service /ront 0ffice1Custoer Interaction Center
Custoer Interaction Center
1-1-1 Use the se$rch 7unctions in the CIC to determine your )usiness p$rtner. =nter
the d$t$ $nd con7irm this )y pressing Enter. 0y pressing =nter $ second time:
the customer d$t$ /ill )e recorded in the Environent t$) p$ge. =Ap$nd the
structure o7 =lmer PetersheimOs pri+$te $ccount to the du$l r$te meter $nd select
this. Access the 7ront o77ice process )y right mouse clic3ing $nd choosing
Create re"air order.
The ser+ice order is cre$ted in the )$c3ground. S$+e the customer cont$ct.
Cont$cts $nd ser+ice orders $re listed under the Docuents t$) p$ge in the
n$+ig$tion $re$ once you h$+e pressed !efresh. Lou c$n displ$y )oth
documents )y selecting them $nd choosing Dis"lay (right mouse clic3.
Customer cont$ct num)er. MMMMMMMMMM
Ser+ice order num)er. MMMMMMMMMM
1-1-2 Lou c$n $lso determine the ser+ice order 7rom the clip)o$rd in the n$+ig$tion
$re$ or 7rom the customer cont$ct in the Business ob3ects t$) p$ge (select $nd
right mouse clic3 on Dis"lay in e$ch c$se.
1-1-1 The /or3 center is recorded in the ser+ice order. Choose order dis"lay $nd
displ$y the 0"erations t$) p$ge%
(C SAP A% IUT110 2!
5
SAP AG 1999
9eice c"tegory "s the $"sis #or deice de#inition
9eice c"tegory d"t" "nd "ttri$utes
Integr"tion in the st"nd"rd 5/+ System
9eices "nd registers
9eice d"t"
Integr"tion in the st"nd"rd 5/+ System
5egister d"t"
9eice li#ecycle
9eice inspection
S"mple lot
Certi#ic"tion
Contents4
9eice Technology
(C SAP A% IUT110 1
5.2
SAP AG 1999
9escri$e the #unction o# the deice c"tegory
Process deice-rel"ted "ctiities
9e#inition o# the deice c"tegory "nd deice #e"tures
Cre"tion "nd deliery o# deices
;3pl"in deice inspection
S"mpling procedure
Certi#ic"tion
;3pl"in ho& the deice c"tegory "nd the deice "re
integr"ted in the st"nd"rd SAP System
9eice Technology4 Unit 6$'ecties
At the conclusion o# this unit% you &ill $e "$le to4
(C SAP A% IUT110 2
5.3
SAP AG 1999
SAP Utilities
Technic"l modeling o# comple3 deices "nd
inst"ll"tion structures (such "s integr"ted &"ter
meters% instrument p"nels)
6rg"ni:"tion o# $illing-rel"ted d"t" (such "s rent"l
prices% meter re"dings)
5ecording o# comprehensie deice history "s the
$"sis #or meter re"ding% $illing% m"inten"nce% "nd
inspection
Controlling deice stoc1s in terms o# /u"ntity "nd
"lue% integr"tion in <"teri"ls <"n"gement "nd
Asset <"n"gement
9em"nds on 9eice <"n"gement
(C SAP A% IUT110 1
5.4
SAP AG 1999
Cre"tion "nd deliery o# ne& deices
9e#inition o# the deice c"tegory "nd deice
in#orm"tion
6rdering "nd posting the goods receipt #or the ne&
deice
Inspection "nd certi#ic"tion o# deices
9eice <"n"gement4 0usiness Scen"rio
(C SAP A% IUT110 !
5.5
SAP AG 1999
9eice c"tegory "s the $"sis #or deice de#inition
9eices "nd registers
9eice li#ecycle
9eice inspection
9eice Technology4 9eice C"tegory
(C SAP A% IUT110 #
5.6
SAP AG 1999
Single-r"te meter th"t is su$'ect to
certi#ic"tion
Pl"stic housing "nd e3tern"l se"l
Si3 pre-decim"l pl"ces% one decim"l
pl"ce
Seri"l num$er
Sie-DC0C01-,0+
<"nu#. $y Siemens
Prod. ye"r4 1DDC
?"lid #rom 01.0C.DC
Seri"l num$er
A;G-D.0101-12,
<"nu#. $y A;G
Prod. ye"r4 1DD.
?"lid #rom M"n. 1%
1DD.
Seri"l no.
*G>-D.0C01-+00
<"nu#. $y
*"ndis=Gyr
Prod. ye"r4 1DD.
?"lid #rom Muly 1%
1DD.
9eice c"tegory 9eice
The 9eice "nd the 9eice C"tegory
(C SAP A% IUT110 &
5.7
SAP AG 1999
FN Speci#ic deice d"t"
9eice num$er/seri"l num$er
Actiity d"tes% such "s inst"ll"tion% remo"l% or meter
re"ding
Certi#ic"tion "nd m"inten"nce d"t"
@9eice@ corresponds to @e/uipment@ in the Pl"nt
<"inten"nce (P<) component
FN 2e"tures o# simil"r deices
9e#inition o# technic"l deice d"t"
5ecording o# inspection "nd certi#ic"tion periods
The deice c"tegory corresponds to the m"teri"l in
the << component
FN 0"sic #unctions o# deice c"tegories% such "s4
<eters
Tr"ns#ormers
Pressure regul"tors
0"sic deice c"t. 0"sic deice c"t.
9eice c"tegory 1 9eice c"tegory 1
9eice c"tegory 2 9eice c"tegory 2
9eice 1 9eice 1
9eice 2 9eice 2
9eice + 9eice +
<odeling o# 9eices
=A$mples o7 )$sic de+ice c$tegories.
&eters me$sure consumption
Tr$ns,ormers con+ert. (=A$mple. electric$l +olt$ge
"C"s ($udio 7re"uency ripple control recei+ers tr$nsmit in7orm$tion +i$ the electricity grid )y
me$ns o7 $udio 7re"uency modul$tion.
"emote meters me$sure consumption 7rom $ dist$nce
Counters c$lcul$te he$t "u$ntities gener$ted in district he$ting
Correctors c$lcul$te st$nd$rd cu)ic meters 7rom g$s +$lues
!ressure re'u#$tors $d*ust g$s pressure
Sensors $ct $s pulse gener$tors: e.g. temper$ture sensors
(C SAP A% IUT110 '
5.8
SAP AG 1999
IS-U
9eice m"n"gement
IS-U
9eice m"n"gement
9eice c"tegory 9eice c"tegory
9eice 9eice
*ogistics *ogistics
<"teri"l <"teri"l
;/uipment ;/uipment
Integr"tion &ith *ogistics
IS-U 7unctions o7 de+ice m$n$gement include.
Technic$l d$t$ such $s the register group: the input/output group: $nd comm$nd group $nd so on.
Inst$ll$tion: $s /ell $s remo+$l $nd repl$cement o7 de+ices
Inst$ll$tion structure 7or modeling de+ices $nd register rel$tionships: in $ddition to r$te d$t$
(rg$ni9$tion $nd c$rrying out o7 meter re$dings in the ser+ice territory
Inspection. s$mpling procedure: certi7ic$tion: periodic repl$cement
Integr$tion o7 IS-U/CCS <e+ice 6$n$gement /ith the st$nd$rd 5/1 8ogistics component m$3es it
possi)le to use the 7ollo/ing.
In+entory 6$n$gment (66-I6 component
Purch$sing (66-PU5 component
2$rehouse 6$n$gment (66-I6 $nd 66-26 components
Pl$nt 6$inten$nce (P6 component
Cl$ssi7ic$tion system
(C SAP A% IUT110 ,
5..
SAP AG 1999
9eice c"tegory
The deice c"tegory groups together deices &ith the s"me #e"tures
(d"t").
9eice c"tegories "re m"n"ged "s m"teri"ls &ith " m"teri"l num$er in the
<"teri"ls <"n"gement "pplic"tion component.
9e#inition o# 9eice C"tegory
(C SAP A% IUT110 -
5.10
SAP AG 1999
<< d"t" IS-U d"t"
9eice c"tegory
Pl"nning
9 Procure'ent 2lannin&
9 Price esti'ate
9 ,orecasts
*ogistics
9 Stora&e
9 #arehouse 'ana&e'ent
9 -rans2ort data
9 Hualit" 'ana&e'ent
0"sic d"t"
9 *escri2tion o8 'aterial
9 Ialue; 2rice
9 Allocated docu'ents
Gener"l
9 !onstruction class
9 ,unction class
9 Price class
9 Dotes
Addition"l d"t"
dependent on $"sic deice c"tegory
9 Re&ister &rou2
9 #indin& &rou2
9 In2utout2ut &rou2
Certi#ic"tion
9 !erti8ication reCuire'ent
9 !erti8ication 2eriod
9eice C"tegory 9"t"
(C SAP A% IUT110 10
5.11
SAP AG 1999
<"teri"l
<<
9eice c"tegory
IS-U
Input/output
group
5egister group 5egister group
8inding group 8inding group
Comm"nd
group
In#orm"tie
Possi$le ;lements o# the 9eice C"tegory
2unction-rel"ted 2unction-rel"ted
Cert$in 7unction$l element groups $re re"uired: depending on the )$sic de+ice c$tegory. =A$mples.
<e+ices o7 the )$sic de+ice c$tegory 6=T=5S must )e $lloc$ted to $ register group. ?o/e+er: $n
input/output group m$y )e $ssigned 7or technic$l descriptions o7 the $+$il$)le de+ice inter7$ces: i7
desired.
Alloc$tion o7 $ /inding group in /hich the )illing d$t$ is recorded is o)lig$tory 7or de+ices o7 the
T5A;S4(56=5S )$sic de+ice c$tegory. An input/output group c$n $lso )e m$int$ined 7or
in7orm$tion purposes (such $s 7or ser+ice technici$ns: i7 re"uired.
<$t$ on de+ice c$tegory elements c$n )e $rr$nged $ccording to di+ision c$tegory (the re$cti+e
current/$cti+e current indic$tor c$n 7or inst$nce only )e m$int$ined in the register group o7 the electric$l
di+ision.
(C SAP A% IUT110 11
5.12
SAP AG 1999
9eice c"tegory "s the $"sis #or deice de#inition
9eices "nd registers
9eice li#ecycle
9eice inspection
9eice C"tegory4 9eice "nd 5egister
(C SAP A% IUT110 12
5.13
SAP AG 1999
A deice is "n instrument th"t is used to me"sure consumption% process
d"t"% or control "nd protect other instruments.
9eices "re m"n"ged in the Pl"nt <"inten"nce (P<) "pplic"tion component
"s pieces o# e/uipment &ith seri"l num$ers.
9eice
9eice
c"tegory
9e#inition o# 9eices
(C SAP A% IUT110 11
5.14
SAP AG 1999
P< IS-U
Pl"nt m"inten"nce
9 %aintenance 2lant
9 %aint. 2lannin& 2lant
9 %aint. 2lanner &rou2
9 %ain <or$ center
Processes
9 %aintenance orders
9 Ser(ice orders
9 %essa&es
9 !a2acit" 2lannin&
Gener"l
9 In(entor" nu')er
9 #ei&ht(olu'e
9 Re8erence data
9 %anu8acturer data
9 Stoc$ in8or'ation
Gener"l
9 *e(ice cate&or"; )asic
cate&or"
9 ?oc$ status
9 !han&e docu'ents
9 -i'e slices
9eice-speci#ic d"t"
9 Grou2 data; 2rod. "ear
9 %anu8acturer; cat.desc.
9 4<nershi2 status
9 !erti8ication data
Processes
9 Installation and re'o(al
9 %odi8ication and
disconnection
9 !erti8ication
9 %eter readin&
9eice
9 %aterial and serial no.
9 .Cui2'ent cate&or"
and nu')er
9 Status
Be"der d"t"
9eice 9"t"
The de+ice m$ster record is di+ided into +$rious sections (t$)s.
Dener$# d$t$8 technic$l d$t$: re7erence d$t$: m$nu7$cturer d$t$
@oc$tion d$t$8 $re$ $ssignment $nd $ccount $ssignment elements
IS-U d$t$.
Technic$l d$t$. register group: /inding group: comm$nd group (depending on the de+ice )$sic
c$tegory
Certi7ic$tion /inspection d$t$. ye$r o7 certi7ic$tion: certi7ic$tion st$tus: lot: ye$r o7 repl$cement:
inspection st$tus
Processes. inst$ll$tion: remo+$l: modi7ic$tion: $nd disconnection
6$ster d$t$. )usiness p$rtners: connection o)*ect: de+ice loc$tion: loc$tion: premises
6eter re$ding results: design$ted pl$nts
Seri$li9$tion d$t$. $lloc$ted to m$teri$l $nd seri$l num)er /ith stoc3 in7orm$tion: pl$nt $nd
loc$tion.
2hen de+ices $re mo+ed (e.g. goods receipt: goods issue: inst$ll$tion: remo+$l: the eEui%ment st$tus
is upd$ted (=ST(: A@80: I;ST. The st$tus o7 the de+ice in7orms the user th$t $ cert$in )usiness
process h$s )een per7ormed. (=A$mple. =ST( me$ns th$t the de+ice /$s entered in the system +i$ $
goods receipt posting $nd is $+$il$)le in $ /$rehouse.
(C SAP A% IUT110 1!
5.15
SAP AG 1999
A deice th"t meters consumption% energy% "nd so on.
This c"n re#er to the "ctu"l instrument or simply the displ"y in"n
electronic deice.
The register is identi#ied $y " register num$er in the deice.
9eice
5egister
9eice
c"tegory
9e#inition o# " 5egister
(C SAP A% IUT110 1#
5.16
SAP AG 1999
Technic"l d"t" Process d"t"
Gener"l
9 Re&ister cate&or"
9 Re&ister t"2e :ti'e Bone>
9 Pre-deci'al 2laces
9 *eci'al 2laces
Technology
9 Huantit" unit
9 Re&ister code; such as
reacti(e ener&" or acti(e
2o<er
9 *is2la" t"2e; trans8or'er
<eter re"ding
9 Du')er o8 'eter readin&
results 2er 'eter readin&
9 Indicator0 non'eterin&
re&ister
5egister rel"tionships
9 Relationshi2 t"2e
9 Relationshi2 re&ister
9 42eration code
<eter re"dings
9 Recorded 'eter readin&
9 .sti'ated 'eter readin&
9 %ulti2le allocation
<eter re"ding
9 Reason
9 -"2e o8 readin&; 'eter
reader
9 *ate
9 Status
5egister 5egister
5egister
con#igur"tion
S"mple register
rel"tionship
5egister 9"t"
=A$mples o7 register rel$tionships.
Acti+e/re$cti+e rel$tionship
Seri$l s/itching rel$tionship
(n-pe$3/o77-pe$3
rel$tionship
Control rel$tionship
@C4 rel$tionship (therm$l g$s )illing
@C4 c$lcul$tion rel$tionship (therm$l g$s )illing
Lou c$n $ssign indi+idu$l +$lid$tions to e$ch register rel$tionship to chec3 the meter re$ding results.
67$m%#e8 6eter re$ding results 7rom t/o registers th$t $re connected )y $ control rel$tionship c$n only
di77er )y $ m$Aimum o7 1W. I7 this toler$nce is eAceeded: the meter re$ding result is not $ccepted $nd is
$ssigned the st$tus Timpl$usi)leT.
(C SAP A% IUT110 1&
5.17
SAP AG 1999
9eice c"tegory "s the $"sis #or deice de#inition
9eices "nd registers
9eice li#ecycle
9eice inspection
9eice Technology4 9eice *i#ecycle
(C SAP A% IUT110 1'
5.18
SAP AG 1999
0illing
document
(Utility supply)
2I-CA
document
2I-CA
document
IS-U
IS-U
2I-CA
2I-CA
Cross "ppl.
Cross "ppl.
Contr"ct
"ccount
Contr"ct
"ccount
0usiness
p"rtner
5egion"l
structure
Connection
o$'ect
Connection
9eice
loc"tion
Premise
Contr"ct
(Utility supply)
Inst"ll"tion
9eice
5egister
Integr"tion
&ith *ogistics
9eice
c"tegory
<5
serice
5egister
group
Point o#
deliery
Centr"l 9"t" 6$'ects - Integr"tion in *ogistics
(C SAP A% IUT110 1,
5.1.
SAP AG 1999
<< <<
IS IS- -U U
9eice m"n"gement
Inst"ll"tion
Purch"se
order
Purch"se
order
Goods
receipt
Goods
receipt
Goods
issue
Goods
issue
Tr"ns#er Tr"ns#er
Inst"ll"tion Inst"ll"tion
Inspection/
certi#ic"tion/
reprogr"mming
Inspection/ Inspection/
certi#ic"tion/ certi#ic"tion/
reprogr"mming reprogr"mming
5emo"l/
repl"cement
5emo"l/
repl"cement
5etirement 5etirement
P< P<
Purch"se
re/uisition
Purch"se
re/uisition
9eice *i#e Cycle
<e+ices $re cre$ted in $n integr$ted system using st$nd$rd 5/1 components: such $s Purchasing (66-
PU5: Inventory anagement (66-I6 $nd Plant aintenance (P6. <e+ices $re cre$ted $s pieces o7
e"uipment in the system )y posting $ goods receipt 7or $ny num)er o7 de+ices o7 $ p$rticul$r de+ice
c$tegory. The entire goods procurement process c$n )e per7ormed in $n option$l 7irst step (purch$se
re"uisition ordering $nd so on.
A prere"uisite is th$t the de+ice c$tegory h$s $lre$dy )een cre$ted $nd there7ore eAists $s $ m$teri$l
m$ster in the 66 component. The seri$l num)er pro7ile o7 the m$teri$l m$ster (in Customi9ing ensures
th$t the de+ice in "uestion is supplied /ith the necess$ry IS-U d$t$.
I7 the 6$teri$ls 6$n$gement (66 component is not implemented: it is $lso possi)le to cre$te de+ices
directly in IS-U/CCS. ?o/e+er: IS-U/CCS does not pro+ide in+entory m$n$gement 7unction$lity.
Although de+ice inst$ll$tion is per7ormed /ithin IS-U/CCS: it is: ho/e+er: )$sed on $ modi7ied +ersion
o7 the P6 component.
(C SAP A% IUT110 1-
5.20
SAP AG 1999
<< <<
Purch"sing4 2urchase orders; inCuiriesCuotations; outline a&ree'ents
8"rehouse logistics0 trans2ort; stoc$ta$in&; trans8er 2ostin&
Inentory m"n"gement0 &oods 'o(e'ent; reser(ation
?"lu"tion% stoc1t"1ing% m"teri"l re/uirements pl"nning
P< P<
<"inten"nce o8 technical o)Aects and eCui2'ent
8or1 pl"nning% m"inten"nce pl"nning
<"inten"nce processing
CS CS
Serice contr"cts4 contracts; 'aintenance 2lans
Serice processing4 noti8ications; orders; co'2letion
con8ir'ations
Serice pl"nning4 schedulin&; <or$ 2lans
Speci#ic"tion o# the deice4 de(ice cate&or"; de(ice
Inst"ll"tion4 installation; re'o(al; re2lace'ent; installation structure
<eter re"ding4 or&aniBation; 'eter readin& orders; entr" o8 'eter
readin& results
Inspection "nd certi#ic"tion4 internal or e6ternal 2eriodic re2lace'ent
2rocedure or sa'2lin& 2rocedure
IS-U IS-U
9ocument"tion #or the 9eice *i#ecycle
(C SAP A% IUT110 20
5.21
SAP AG 1999
9eice c"tegory "s the $"sis #or deice de#inition
9eices "nd registers
9eice li#ecycle
9eice inspection
9eice Technology4 9eice Inspection
(C SAP A% IUT110 21
5.22
SAP AG 1999
SAP Utilities
;3tern"l certi#ic"tion in(ol(es a de(ice )ein& ins2ected
)" a state ins2ection authorit". I8 a de(ice 2asses an
ins2ection accordin& to the 2rescri)ed 'ar&ins o8 error; the
de(ice is certi8ied 8or the cali)ration (alidit" 2eriod.
Intern"l certi#ic"tion in(ol(es the utilit" co'2an"
(oluntaril" ins2ectin& a de(ice accordin& to co'2an"
standards. #hen the internal certi8ication 2eriod e62ires;
the de(ice is ins2ected a&ain in accordance <ith the
co'2an"=s criteria and the certi8ication is rene<ed.
In the certi#ic"tion procedure; "ou can either ins2ect all
de(ices or a sa'2le o8 de(ices.
Introduction4 9eice Inspection "nd Certi#ic"tion
(C SAP A% IUT110 22
5.23
SAP AG 1999
4561;/
Sie'ens
Pro2ert" no..
SI.-7 >:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7 >:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>: 7J>
4561;/
Sie'ens
Pro2er t" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2er t" no..
SI.-7>: 7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
Si e'ens
Pr o2ert" no..
SI .-7>:7J>
Sie'ens
Pro2ert" no..
SI.-7>:7J>
Si e'ens
Pr o2ert" no..
SI .-7>:7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7> :7J>
4561;/
Sie'ens
Pro2er t" no..
SI.-7>:7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7> :7J>
Periodic repl"cement list
4561;/
Sie'ens
Pro2ert" no..
SI.-7 >:7J>
4561;/
Sie'ens
Pro2er t" no..
SI.-7>: 7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Si e'ens
Pr o2ert" no..
SI .-7>:7J>
4561;/
Si e'ens
Pr o2ert" no..
SI .-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7> :7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pr o2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2ert" no..
SI.-7>:7J>
5epl"cement
orders #or "ll
deices
5epl"cement
orders #or s"mple
deices "nd sp"re
s"mple deices
4561;/
4561;/
4561;/
S"mple
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Sie'ens
Pro2er t" no..
SI.-7>: 7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
4561;/
Si e'ens
Pro2ert" no..
SI.-7>:7J>
9eice
c"tegory
0
9eice
c"tegory
A
Certi#ic"tion Procedures 6erie&
Lou certi7y the de+ices in de+ice c$tegory A indi+idu$lly (since: 7or inst$nce: they m$y )e p$rticul$rly
prone to errors: or )ec$use the num)er o7 de+ices is too sm$ll to $llo/ use o7 the s$mpling procedure.
There7ore: these de+ices $re included in the periodic repl$cement list $nd $re remo+ed. All o7 the de+ices
$re then inspected. 2hen they p$ss inspection: they $re certi7ied indi+idu$lly.
Lou certi7y de+ice c$tegory 0 using the s$mpling procedure: /hich re"uires th$t only $ cert$in
percent$ge o7 the de+ices (s$mple de+ices h$+e to )e remo+ed. The s$mple de+ices $re determined
using the lot procedure. I7 the de+ices p$ss the inspection: then the intern$l certi7ic$tion periods o7 $ll
de+ices $ssigned to this lot $re incre$sed )y the time period set in Customi9ing (7or eA$mple: 7or !
ye$rs. ;orm$lly: the chec3ed de+ices themsel+es $re certi7ied indi+idu$lly (7or eA$mple: 7or 1& ye$rs.
(C SAP A% IUT110 21
5.24
SAP AG 1999
Certi#ic"tion
o# deices
Periodic
repl"cement
list
IS-U
S"mple
Certi#ic"tion Procedure
9escription4
4nl" a re2resentati(e sa'2le
o8 de(ices is re'o(ed 8or
ins2ection and re2laced.
Procedure4
!reate lot
!o'2ile lot
*eter'ine lot de(ices
Per8or' 8irst dra<in&
Ins2ection
9escription4
*e(ices due 8or certi8ication are
re'o(ed co'2letel" and
re2laced )" identical de(ices.
Procedure4
!reate 2eriodic re2lace'ent
list
Select de(ice cate&ories
!reate list in 8ore&round or
)ac$&round
Re2lace'ent orders created
auto'aticall"
(C SAP A% IUT110 2!
5.25
SAP AG 1999
9escription4
Used #or selecting "nd pl"cing deices in s"mple lots.
A de#ined num$er o# deices "re dr"&n #or inspection #rom this
lot.
The results o# the inspection determine the rene&"l period o#
the lot.
Go"ls4
6##ici"l lots4
5ene&"l o# the c"li$r"tion "lidity o# the lot deices i# the
s"mple deices "re certi#ied.
Intern"l lots4 Ju"lity control
S"mpling Procedure
(C SAP A% IUT110 2#
5.26
SAP AG 1999
Cre"te
lot
Cre"te
lot
Compile
lot
Compile
lot
9etermine
lot deices
9etermine
lot deices
Conduct
#irst
dr"&ing
Conduct
#irst
dr"&ing
Certi#y
inspection
deices
Certi#y
inspection
deices
0re"1 up lot
0re"1 up lot
Tr"ns#er
deices to
P5*
Tr"ns#er
deices to
P5*
Chec1
inspection
deices
Chec1
inspection
deices
Conduct
second
dr"&ing
Conduct
second
dr"&ing
5ene&
lot
5ene&
lot
yes no Inspection
p"ssed
G
G
G
G
Inspection Using the S"mpling Procedure
The 7lo/ ch$rt sho/s the typic$l 7lo/ o7 the s$mpling procedure. Cert$in steps: ho/e+er: c$n )e
omitted: depending on your settings in Customi9ing. (4or eA$mple: $ second dr$/ing is norm$lly not
possi)le.
I7 re"uired: you c$n use the st$nd$rd 5/1 Cuality anagement component (C6 to org$ni9e $nd m$n$ge
inspection d$t$. This component cont$ins po/er7ul 7unction$lity 7or /or3ing /ith inspection
regul$tions: oper$tions $nd results.
(C SAP A% IUT110 2&
5.27
SAP AG 1999
5
e
m
o

"
l
I
n
s
t
"
l
l
"
t
i
o
n
In periodic repl"cement% deices
th"t "re to $e certi#ied "re
remoed% "nd repl"ced $y the
s"me 1ind o# deices.
9eices th"t "re to $e repl"ced "re
m"n"ged in the periodic
repl"cement list.
9eices th"t "re to $e repl"ced on
" cert"in d"te "re selected #rom the
periodic repl"cement list.
A &or1 order is then cre"ted #or the
deices th"t "re to $e repl"ced.
Periodic 5epl"cement
The periodic repl$cement component is option$l. It is needed i7.
<e+ices $re to )e certi7ied indi+idu$lly
A lot does not eAist 7or the s$mpling procedure: $nd the de+ices h$+e to )e certi7ied indi+idu$lly
(C SAP A% IUT110 2'
5.28
SAP AG 1999
The deice c"tegory diides deices into #unction"l
groups "nd speci#ies their #e"tures.The deice
c"tegory corresponds to the m"teri"l in <<.
The deice is " me"suring instrument th"t OinheritsP
the #e"tures o# the deice c"tegory.These OinheritedP
#e"tures c"n $e enh"nced $y indiidu"l
speci#ic"tions% i# re/uired.
Integr"tion in the P< "nd << "pplic"tion
components "llo&s you to completely process "ll
serice "nd logistics #unctions.
9eices "re certi#ied "nd inspected #or intern"l "nd
e3tern"l purposes $y me"ns o# periodic repl"cement
"nd s"mpling procedures.
9eice Technology4 Unit Summ"ry
(C SAP A% IUT110 2,
5.2.9e1ice Techno#o'y 67ercises
67ercises8 9e1ice Techno#o'y
To%ic8 Cre$tin' $nd 9e#i1erin' 9e1ices
At the conclusion o7 these eAercises: you /ill )e $)le to.
<istinguish )et/een de+ices: de+ice c$tegories: $nd )$sic de+ice
c$tegories.
Pro+ide in7orm$tion on de+ices.
Underst$nd integr$tion /ith the SAP P6 $nd 66 components.
Pro+ide in7orm$tion on the de+ices inst$lled $t $ customerOs loc$tion.
The cre$tion $nd deli+ery o7 de+ices is st$nd$rdi9ed )y integr$tion in
SAP components.
1-1 <ispl$y $ll de+ices 7or customer T+010110:: $nd select the /$ter meter.
1-1-1 To /hich de+ice c$tegory does this de+ice )elong>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-2 2hen /$s the l$st meter re$ding result recorded $nd /h$t /$s the result>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-1 ?o/ m$ny registers does the meter h$+e>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 2-
1-2 <ispl$y $ll de+ices 7or customer T+010110:: $nd select the dou*#e-r$te
e#ectricity meter.
1-2-1 2hen is the de+ice due 7or certi7ic$tion $g$in>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-2 Is the de+ice $lre$dy in $ lot>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-1 ?$s the de+ice $lre$dy )een dr$/n $s $ s$mple de+ice>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-! 2h$t is the c$li)r$tion +$lidity>
?o/ long is the intern$l certi7ic$tion period>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1 Speci7y the connection d$t$ 7or de+ice T+010110::.
1-1-1 2h$t is the current connection o)*ect>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-2 2h$t is the current de+ice loc$tion>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-1 <ispl$y the structure gr$phic $nd descri)e the procedure.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-! <ispl$y the m$teri$l m$ster d$t$ 7or de+ice T+010110::. (Comment. the de+ice
c$tegory D i.e.: the m$teri$l D is $ssigned to Pl$nt UU001V.
(C SAP A% IUT110 10
1-# True or 7$lse>
1-#-1 <e+ice technology is integr$ted into the 5/1 logistics component.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-2 <e+ices $re )$sed on $ )$sic de+ice c$tegory.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-1 <e+ice c$tegories group together simil$r de+ices.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-! The de+ice c$tegory is m$n$ged in the 66 component
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-# The register group is $lloc$ted to the de+ice c$tegory 7or in7orm$tion purposes.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-& The de+ice is m$n$ged in the Pl$nt 6$inten$nce (P6 component $s $ piece o7
e"uipment.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-' <e+ices c$n )e $lloc$ted to more th$n one lot.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-, (nly the s$mpling procedure c$n )e used /hen inspecting de+ices 7or intern$l
$nd eAtern$l purposes.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 11
5.309e1ice Techno#o'y So#utions
67ercises8 9e1ice Techno#o'y
To%ic8 Cre$tin' $nd 9e#i1erin' 9e1ices
1-1
1-1-1 Select the customer in the Customer Inter$ction Center. Select the premise in
the n$+ig$tion $re$. Choose &reise environent (right mouse clic3. =Ap$nd
the su)-tree $nd dou)le-clic3 the de+ice T0010120PP. The de+ice c$tegory is
displ$yed on the IS data t$) p$ge. <o not le$+e this screen.
1-1-2 A7ter pressing the M! results )utton: $ll the re$dings $re displ$yed.
This lists $ll meter re$ding results.
5eturn to de+ice displ$y%
1-1-1 Lou $re loc$ted in the de+ice displ$y 7or T+010120::. <ou)le-clic3 on the
!e(ister (rou" 7ield (t$) p$ge :roup. The m$ster d$t$ 7or the register group is
displ$yed. Lou c$n o)t$in in7orm$tion on the num)er o7 registers $nd their
technic$l speci7ic$tions $nd 7unction$lities 7rom the t$)le entries. 5eturn to the
premise en+ironment.
1-2
1-2-1 <ou)le-clic3 on 9ou*#e-r$te e#ectricity meter.
The d$t$ en+ironment o7 the meter is displ$yed.
<ou)le-clic3 on the de+ice T+010110::.
S/itch to the IS data t$) p$ge.
(n the lo/er set o7 t$)s: s/itch to t$) p$ge Cert1ins% data. The 7ield ;e6t re"l%
year displ$ys the ye$r in /hich the de+ice must neAt )e certi7ied: either
intern$lly or eAtern$lly. <o not le$+e this screen.
1-2-2 In the IS=data +ie/: choose the Ins% data t$).
I7 the $ot 7ield is 7illed: the de+ice h$s )een $lloc$ted to $ lot. (ther/ise: $ lot
h$s not yet )een $lloc$ted.
<o not le$+e this screen.
1-2-1 In the +ie/ IS data Ins% data%
I7 the Sa"%dev%status 7ield is empty: the de+ice h$s not yet )een dr$/n $s $
s$mple de+ice.
Possi)le st$tus o7 s$mple de+ices.
D ;ot s$mple de+ice
D S$mple de+ice 7rom 7irst dr$/ing
D S$mple de+ice 7rom second dr$/ing
D Sp$re de+ice 7rom 7irst dr$/ing
D Sp$re de+ice 7rom second dr$/ing
D <e+ice c$nnot )e used $s $ s$mple de+ice
(C SAP A% IUT110 12
1-2-! The c$li)r$tion +$lidity is stored in the de+ice c$tegory.
<ou)le-clic3ing the on Device cate(ory 7ield displ$ys the m$teri$l d$t$ 7or the
de+ice.
S/itch to the Cert%1order data t$) p$ge. The c$li)r$tion +$lidity is displ$yed in
ye$rs. This is used to c$lcul$te the neAt ye$r o7 repl$cement.
In the Int% cert% "er% 7ield: the intern$l certi7ic$tion period is displ$yed. This
sho/s the intern$l period set )y the comp$ny: $7ter /hich $ de+ice must )e re-
inspected $nd certi7ied.
1-1 Choose the Mast% data t$) p$ge.
1-1-1 The current connection o)*ect is T+010110::.
1-1-2 The current de+ice loc$tion is T+0101119@0::.
1-1-1 In the menu: choose Structure Structure (ra"hic or Str( /@.
2hen $ di$log )oA $ppe$rs /ith the "uestion U=Ap$nd structure up/$rds>V
choose ULesV.
Lou $re no/ loo3ing $t $n illustr$tion o7 the structure. ?ere you c$n 7urther
eAp$nd the structure using the @e1e#s $*o1e )utton.
The current connection o)*ect is T+010110::.
1-!
<etermine the de+ice c$tegory o7 the de+ice T+010110:: in the
de+ice m$ster d$t$.
(pen $ ne/ session $nd ch$nge to logistics using the p$th $o(istics
Materials ana(eent Material aster Material
Dis"lay Dis"lay current
=nter the 3ey 7or the m$teri$l (J de+ice c$tegory $nd choose the
Data )utton.
Select $ll +ie/s $nd con7irm the entry.
As m$teri$ls $re $l/$ys de7ined 7or $ speci7ic pl$nt: you must $lso
speci7y the pl$nt. =nter the pl$nt 3ey U003 $nd con7irm it.
1-#
1-#-1 True. IS-U de+ice technology is integr$ted in the components 66: P6 $nd CS.
1-#-2 4$lse. <e+ices $re )$sed on $ de+ice c$tegory: /hich in turn consists o7 one or
more )$sic de+ice c$tegories.
1-#-1 True.
1-#-! True. The de+ice c$tegory is m$n$ged in the component 66 using the m$teri$l
num)er.
(C SAP A% IUT110 11
1-#-# 4$lse. 5egister groups $re $ssigned to the de+ice c$tegory. ?o/e+er: these not
only h$+e $n in7orm$ti+e purpose: )ut $lso $ 7unction$l purpose $nd $re used
7or processing $nd inspecting meter re$ding results.
4or eA$mple: +$lid$tion chec3s 7or the num)er o7 premises: possi)le meter
re$ding o+er7lo/s or /hen con+erting results depending on the tr$ns7orm$tion
rel$tionship.
1-#-& True. The de+ice is m$n$ged in P6 using the seri$l num)er.
1-#-' 4$lse. <e+ices c$n only )e $lloc$ted to one lot.
1-#-, 4$lse. In $ddition to the s$mple procedure: the periodic repl$cement procedure
c$n $lso )e used.
(C SAP A% IUT110 1!
6
SAP AG 1999
9eice inst"ll"tion/remo"l/repl"cement
Technic"l inst"ll"tion/remo"l
0illing-rel"ted inst"ll"tion/remo"l
Inst"ll"tion structure
9eice "lloc"tions
5egister rel"tionships
Contents4
9eice Inst"ll"tion
(C SAP A% IUT110 1
6.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
9escri$e "nd per#orm deice inst"ll"tion% remo"l%
"nd repl"cement. >ou &ill "lso $e "$le to descri$e
ho& these #unctions "re integr"ted &ith the Serice
<"n"gement (S<) "pplic"tion component.
;3pl"in the rel"tionship $et&een the connection
o$'ect% the deice loc"tion% "nd the deice% "nd ho&
they "re integr"ted in the Pl"nt <"inten"nce (P<)
"pplic"tion component.
9ispl"y deices o# "n inst"ll"tion "nd descri$e the
inst"ll"tion structure.
9eice Inst"ll"tion4 Unit 6$'ecties
(C SAP A% IUT110 2
6.3
SAP AG 1999
9eice inst"ll"tion i# repl"ced periodic"lly
Cre"te "nd pl"n serice orders
;3ecute serice orders4 5emoe old deices "nd
inst"ll ne& ones (deice repl"cement)
9eice Inst"ll"tion4 0usiness Scen"rio
(C SAP A% IUT110 1
6.4
SAP AG 1999
9eice inst"ll"tion% remo"l "nd repl"cement
Inst"ll"tion structure
Inst"ll"tion4 Inst"ll"tion% 5emo"l And
5epl"cement
(C SAP A% IUT110 !
6.5
SAP AG 1999
Gener"tion o#
&or1 orders
to repl"ce
the deices
"##ected
Gener"tion o#
&or1 orders
to repl"ce
the deices
"##ected
Team leaer
!iel !orce
Team leaer
!iel !orce
Device
ins"ection agent
Device
ins"ection agent
#iel !orce
em"loyee
#iel !orce
em"loyee
6n-site technic"l
e3ecution o# the order
"nd completion
con#irm"tion o# the
order in the system
6n-site technic"l
e3ecution o# the order
"nd completion
con#irm"tion o# the
order in the system
Team leaer
!iel !orce
Team leaer
!iel !orce
Ch"nges to d"t"
in the system
(@#ull deice
repl"cement@)
Ch"nges to d"t"
in the system
(@#ull deice
repl"cement@)
Device
ins"ection agent
Device
ins"ection agent
Technic"l
conclusion o# the
serice order "nd
triggering o# the
inoice
Technic"l
conclusion o# the
serice order "nd
triggering o# the
inoice
S"mple
deices in "
lot must $e
repl"ced #or
certi#ic"tion
S"mple S"mple
deices in " deices in "
lot must $e lot must $e
repl"ced #or repl"ced #or
certi#ic"tion certi#ic"tion
Pl"nning
the
&or1 orders
Pl"nning
the
&or1 orders
0usiness Scen"rio4 5epl"cement o# S"mple
9eices
<e+ices o7 $ p$rticul$r de+ice c$tegory $re due 7or certi7ic$tion. A7ter the s$mple de+ices $re de7ined
using the lot procedure: the corresponding /or3 orders $re $utom$tic$lly gener$ted 7or the remo+$l o7
these de+ices.
The /or3 orders cont$in $ complete description o7 the process: $s /ell $s $ list o7 m$teri$ls $nd
resources th$t m$y )e needed.
The /or3 orders $re then scheduled 7or eAecution: t$3ing resource c$p$cities $nd de$dlines into $ccount.
In the neAt step: the /or3 order is eAecuted on-site $ccording to the process description. the old de+ice is
remo+ed $nd is repl$ced )y $ ne/ de+ice o7 the s$me c$tegory.
As soon $s the /or3 order is eAecuted: it is documented $ccordingly in the system )y me$ns o7 $
completion con7irm$tion.
2hen the completion certi7ic$tion h$s )een success7ully gener$ted: the de+ice repl$cement is c$rried out
in the system $nd the order c$n )e closed $nd in+oiced: i7 necess$ry.
(C SAP A% IUT110 #
6.6
SAP AG 1999
;3ecute
serice
order
9etermine
deice loc"tion
The deice loc"tion indic"tes &here " deice is inst"lled in the
connection o$'ect.
The "ddress o# the connection o$'ect lin1s the deice loc"tion to
region"l structure.
The loc"tion c"n $e speci#ied in more det"il using loc"tion d"t"%
loc"tion supplement% "nd " long te3t.The serice order is used to
#or&"rd this in#orm"tion together &ith the "ddress d"t" to the #ield
#orce employee.
The deice loc"tion is " #unction"l loc"tion in the P< "pplic"tion
component.
The structure o# the #unction"l loc"tions "nd the e/uipment (deices)
inst"lled proides " comprehensie oerie& o# the technic"l
systems inst"lled.
Serice 6rder ;3ecution4 9etermining the 9eice
*oc"tion
(C SAP A% IUT110 &
6.7
SAP AG 1999
Connection
o$'ect
9eice
loc"tion
9eice
The deice loc"tion is the loc"tion
in the connection o$'ect th"t is
independent o# " diision "nd in
&hich "ny num$er o# deices c"n
technic"lly $e inst"lled.
;3ecute
serice
order
9etermine
deice loc"tion
9e#inition o# the 9eice *oc"tion
(C SAP A% IUT110 '
6.8
SAP AG 1999
9eice
loc"tion
5e#erence to premise
9 -he de(ice location can
)e allocated to a
2re'ise i8 reCuired
Integr"tion &ith P<
9 -he de(ice location is
de8ined as a 8unctional
location )elo< the
connection o)Aect
Independent o#
diision
9 Installation location 8or
de(ices o8 all di(isions
9 Installation location 8or
all de(ice cate&ories
*oc"tion d"t"
9 .6act location and
location su22le'ent
9 ?on& te6t
9 ?in$ to re&ional structure
9eice *oc"tion 9"t"
;3ecute
serice
order
9etermine
deice
loc"tion
(C SAP A% IUT110 ,
6..
SAP AG 1999
P< o$'ects IS-U o$'ects
9eice 9eice
loc"tion loc"tion
*o&er *o&er- -leel leel
2unction"l loc"tion 2unction"l loc"tion
9eice 9eice
;/uipment ;/uipment
9eice 9eice
Conno$' Conno$'
Bigher Bigher- -leel leel
2unction"l loc"tion 2unction"l loc"tion
;/uipment ;/uipment
Connection Connection
?e&end
Installation o8 eCui2'ent 5ierarchical relationshi2 )et<een 8unctional
locations
5el"tionships 0et&een Technic"l 6$'ects
;3ecute
serice
order
9etermine
deice loc"tion
(C SAP A% IUT110 -
6.10
SAP AG 1999
'eter no0 324561
'eter no0 324561
readin& 0 FFFFFF
readin& 0 FFFFFF
;3ecute
serice
order
Per#orm
deice
repl"cement
9etermine
deice loc"tion
Con#irm
serice
order
Serice
order
e3ecuted
The #ield #orce employee per#orms "n on-
site meter re"ding #or the s"mple deice
"nd then physic"lly remoes the deice.
The ne& deice is inst"lled in the deice
loc"tion. Since the ne& deice h"s to
per#orm the t"s1s "nd #unctions o# the old
deice% it must $e identic"l #rom " technic"l
point o# ie&.
A #unction test is per#ormed "nd ne& meter
re"dings c"n $e t"1en "s " $"sis #or $illing.
This concludes the technic"l "spect o# the
serice order "nd the #ield #orce employee
enters the corresponding completion
con#irm"tion in the system.
Serice 6rder ;3ecution4 9eice 5epl"cement =
Serice 6rder Con#irm"tion
(C SAP A% IUT110 10
6.11
SAP AG 1999
;3ecute
serice
order
9etermine
deice loc"tion
Serice
order
e3ecuted
Ch"nge
d"t" in
system
*oc"te
inst"ll"tion
Per#orm
deice
repl"cement
Con#irm
serice
order
The 0"c1 6##ice employee responsi$le receies the completion
con#irm"tion #or the serice order in electronic or p"per #orm.The
completion con#irm"tion cont"ins "ll the centr"l in#orm"tion #or"ny
d"t" ch"nges re/uired in the system.
The customer serice represent"tie c"n loc"te the inst"ll"tion
"##ected using the deice num$er o# the deice remoed "nd st"rtthe
@2ull repl"cement@ tr"ns"ction using the #ollo&ing d"t"4
9eice loc"tion
Inst"ll"tion
Actiity d"te
9eice num$er o# the s"mple deice
9eice num$er o# the ne& deice
9"t" Ch"nges4 Inst"ll"tion *oc"tion
(C SAP A% IUT110 11
6.12
SAP AG 1999
;3ecute
serice
order
9etermine
deice loc"tion
Serice
order
e3ecuted
Ch"nge
d"t" in
system
*oc"te
inst"ll"tion
Per#orm
deice
repl"cement
9"t"
ch"nge
completed
Per#orm
deice
repl"cement
Con#irm
serice
order
The customer serice represent"tie enters the meter re"ding #rom
the deice remoed "nd the meter re"ding "t inst"ll"tion o# the ne&
deice. This ensures th"t there "re no g"ps in the consumption
history% &hich proides the $"sis #or $illing.
6nce the d"t" h"s $een s"ed% the deice repl"cement is complete.
9"t" Ch"nges4 9eice 5epl"cement
The 7ollo/ing steps $re per7ormed $utom$tic$lly in the )$c3ground 7or $ de+ice repl$cement.
0illing-rel$ted remo+$l o7 the old de+ice. This termin$tes the )usiness rel$tionship )et/een the de+ice
$nd the )usiness p$rtnerSs inst$ll$tion ($nd there7ore the contr$ct.
Technic$l remo+$l o7 the old de+ice. This remo+es the lin3 to the de+ice loc$tion: ($nd there7ore to the
connection o)*ect. All eAisting register rel$tionships $re termin$ted $nd the current time slice 7or the
de+ice is remo+ed. At the s$me time: $ ne/ time slice )egins. The st$tus in the de+ice m$ster record
is ch$nged 7rom ==%0 (e"uipment inst$lled to =45= (e"uipment 7ree.
Technic$l inst$ll$tion o7 the ne/ de+ice. The connection o7 the ne/ register to the de+ice loc$tion ($nd
there7ore the connection o)*ect is est$)lished. The de+ice recei+es the st$tus ==%0. At the s$me
time: $ ne/ time slice is opened 7or the de+ice: )eginning on the inst$ll$tion d$te. Any register
rel$tionships $re tr$ns7erred 7rom the old de+ice to the ne/ meter.
0illing-rel$ted inst$ll$tion o7 the ne/ de+ice. The ne/ de+ice is connected to the )usiness m$ster d$t$
(inst$ll$tion: contr$ct: )usiness p$rtner. <$t$ th$t is rele+$nt to r$tes (such $s the rule 7or determining
the settlement price: r$te d$t$ $t de+ice $nd register le+el: in7orm$tion $)out eAtr$pol$tion o7
consumption +$lues is tr$ns7erred to the ne/ de+ice.
Processing steps th$t $re per7ormed $utom$tic$lly 7or $ de+ice repl$cement c$n $lso )e per7ormed
sep$r$tely (7or inst$nce )y di77erent customer ser+ice represent$ti+es. Indi+idu$l tr$ns$ctions: such $s
technic$l inst$ll$tion: )illing-rel$ted inst$ll$tion: $nd 7ull inst$ll$tion (J )oth steps in one tr$ns$ction
c$n )e used to per7orm e$ch step o7 the inst$ll$tion $nd remo+$l processes sep$r$tely.
(C SAP A% IUT110 12
(C SAP A% IUT110 11
6.13
SAP AG 1999
0usiness
p"rtner
0usiness
p"rtner
Contr"ct
"ccount
Contr"ct
"ccount
Inst"ll"tion
1
Inst"ll"tion
1
Inst"ll"tion
2
Inst"ll"tion
2
Contr"ct 2
(Comp"ny code 2)
9istri$ution "nd
customer serice
Contr"ct 2
(Comp"ny code 2)
9istri$ution "nd
customer serice
Contr"ct 1
(Comp"ny code 1)
Gener"tion "nd
tr"nsmission
Contr"ct 1
(Comp"ny code 1)
Gener"tion "nd
tr"nsmission
Premise
Premise
9eice
loc"tion
9eice
loc"tion
Connection
o$'ect
Connection
o$'ect
9eice 1
0illing-rel"ted
inst"ll"tion
Technic"l
inst"ll"tion
0illing-rel"ted
inst"ll"tion
Technic"l "nd 0illing-5el"ted Inst"ll"tion
<e+ices c$n )e $lloc$ted to se+er$l inst$ll$tions 7rom $ )illing perspecti+e ()illing-rel$ted inst$ll$tion.
?o/e+er: e$ch de+ice c$n )e $lloc$ted to only one de+ice loc$tion 7rom $ technic$l point o7 +ie/
(technic$l inst$ll$tion.
In the eA$mple $)o+e: the utility ser+ices o7 the di+ision $re di+ided into t/o $re$s: e$ch o7 /hich is
supplied )y $ di77erent ser+ice pro+ider. These t/o )$sic ser+ices $re Tgener$tion $nd tr$nsmissionST $nd
Tdistri)ution $nd customer ser+iceT. The contr$cts 7or e$ch o7 these )$sic ser+ices $re m$n$ged under
di77erent comp$ny codes.
This model cl$ri7ies ho/ deregul$ted energy supply c$n )e re7lected in IS-U/CCS. The )illing-rele+$nt
d$t$ in the utility inst$ll$tion $nd in the inst$ll$tion structure c$n )e est$)lished indi+idu$lly 7or )oth
contr$cts. Since one contr$ct eAists per inst$ll$tion: $ sep$r$te inst$ll$tion in the rele+$nt di+ision is
cre$ted 7or e$ch contr$ct. Accordingly: $ny meters inst$lled $re $lloc$ted t/ice 7rom the point o7 +ie/ o7
)illing.
2hen )oth contr$cts $re m$n$ged in the s$me system: one o7 the comp$nies c$n c$rry out )illing $nd
customer ser+ice on )eh$l7 o7 the other: or $ third comp$ny c$n c$rry out these t$s3s 7or )oth comp$nies.
The customer then recei+es only one )ill 7or )oth ser+ices $nd h$s one cont$ct person 7or $ll "ueries.
(C SAP A% IUT110 1!
6.14
SAP AG 1999
9eice inst"ll"tion% remo"l "nd repl"cement
Inst"ll"tion structure
Inst"ll"tion4 Inst"ll"tion Structure
(C SAP A% IUT110 1#
6.15
SAP AG 1999
Supply
grid
Street
;lectricity
Audio #re/uency ripple
control receier
9eice "lloc"tion
5egister rel"tionship
;lectricity
Seri"l s&itching
;3"mple o# "n Inst"ll"tion Structure
The inst$ll$tion structure comprises $ll technic$l $nd )illing-rel$ted d$t$ 7or $ utility contr$ct.
In the eA$mple $)o+e: s/itching )et/een the t/o r$tes o7 the dou)le-r$te electricity meter is controlled
)y $n A5C5 ($udio 7re"uency ripple control recei+er. 4or in7orm$tion purposes: this is descri)ed in the
system $s $ de+ice $lloc$tion o7 the A5C5 type. At the s$me time: one o7 the registers o7 the dou)le-r$te
electricity meter h$s $ seri$l s/itching rel$tionship /ith $nother register. The consumption o7 the seri$l
s/itching register (second$ry register is $utom$tic$lly deducted 7rom the consumption o7 the m$in
register during the )illing run.
(C SAP A% IUT110 1&
6.16
SAP AG 1999
9eice "lloc"tions
5egister rel"tionships
5e"ctie/"ctie
rel"tionship
Seri"l s&itching
rel"tionship
6n-pe"1/o##-pe"1
rel"tionship
Control rel"tionship
?C2 rel"tionship
?C2 c"lcul"tion
rel"tionship
Customer-speci#ic
rel"tionships
Audio #re/uency ripple
control receier
Tr"ns#ormers
Pressure regul"tor
Customer-speci#ic
"lloc"tions
Technic"l Inst"ll"tion Structure
9e1ice $##oc$tions descri)e rel$tionships )et/een inst$lled de+ices. A de+ice $lloc$tion is $l/$ys
composed o7 $ controlling $nd $ controlled de+ice (=A$mple. A c$lcul$tion 7$ctor: /hich is t$3en into
$ccount in consumption )illing: is de7ined in the inst$ll$tion structure $t register le+el 7or the
Ttr$ns7ormerT $lloc$tion c$tegory.
In $ re$cti1e/$cti1e re#$tionshi%: $ll $cti+e registers o7 $ register c$tegory $nd $ll re$cti+e registers o7
the s$me register c$tegory $re $dded $nd the tot$l is used to per7orm the cosine phi eA$min$tion.
The seri$# s<itchin' re#$tionshi% is $utom$tic$lly su)ordin$te to $ll other rel$tionships during meter
re$ding $nd +$lid$tion.
The on-%e$0/o,,-%e$0 re#$tionshi% descri)es the rel$tionship )et/een registers o7 di77erent register
c$tegories (e.g. on-pe$3 $nd o77-pe$3 registers.
In $ contro# re#$tionshi%: $ll registers $re $dded $nd the tot$ls comp$red /ith the design$ted control
register.
The AC= re#$tionshi% (g$s di+ision only is needed 7or )illing di77erence "u$ntities th$t result 7rom
di77erent meter re$dings 7or the oper$ting +olume meter o7 the corrector $nd $nother eAtern$l oper$ting
+olume meter.
The AC= c$#cu#$tion re#$tionshi% (g$s di+ision only is needed 7or )illing di77erence "u$ntities th$t
result 7rom di77erent meter re$dings 7or the oper$ting cu)ic meter meter o7 the corrector $nd $nother
eAtern$l oper$ting cu)ic meter meter.
(C SAP A% IUT110 1'
6.17
SAP AG 1999
5"te d"t"
5ele"nce to
settlement price
5ele"nce to $illing
Price cl"ss
5"te type
5"te #"ct group
9iscount
;3tr"pol"tion d"t"
;3pected period
consumption
2i3ed consumption
"lues &eighted line"rly
("$solute or rel"tie "lue)
0illing-5el"ted Inst"ll"tion Structure
5$te $nd eAtr$pol$tion d$t$ $re usu$lly determined during m$inten$nce o7 the inst$lled de+ice. ?o/e+er:
these c$n )e ch$nged $t $ny time under Tinst$ll$tion structureT in the menu.
<uring de+ice inst$ll$tion (or $7ter/$rds: the Tre#e1$nce to sett#ement %riceT indic$tor determines
/hether $ settlement price should )e ch$rged or not.
I7 the Tre#e1$nce to *i##in'T indic$tor is $cti+$ted $t register le+el: $ pl$usi)le meter re$ding result is
eApected 7or )illing.
The %rice c#$ss c$n )e de7ined $t the de+ice c$tegory: de+ice: or register le+el. The price cl$ss: together
/ith the price le+el: determines the settlement price (e.g. meter rent$l 7rom the r$te.
The r$te ty%e is m$int$ined $t de+ice or register le+el $nd controls r$te determin$tion: together /ith
the inst$ll$tionSs r$te c$tegory.
The r$te ,$ct 'rou% is $lso $ssigned $t de+ice or register le+el. The r$te 7$ct group cont$ins speci7ic
+$lues (e.g. const$nts $nd/or 3eys (e.g. price 3eys th$t $re $ssigned to $ r$te.
9iscounts c$n )e $ssigned $t register le+el 7or "u$ntities $nd ser+ices (Tregister discountT.
!eriod consum%tion is used in the eAtr$pol$tion o7 meter re$dings /hen no represent$ti+e meter
re$ding results $re $+$il$)le (such $s 7or ne/ customers.
(C SAP A% IUT110 1,
6.18
SAP AG 1999
The precise loc"tion o# the deices is identi#ied using
deice loc"tion in IS-U/CCS. The deice loc"tion is "
#unction"l loc"tion in the P< "pplic"tion component.
9eices c"n $e remoed or inst"lled in t&o sep"r"te
steps th"t "re distinguished in terms o# $illing "nd
technic"l #"ctors. 9eices c"n "lso $e remoed or
inst"lled in one step #or $oth $illing "nd technic"l
d"t".
9uring deice repl"cement% #ull remo"l o# the old
deice "nd #ull inst"ll"tion o# the ne& deice is
c"rried out in one step.
In this &"y% technic"l "nd $illing-rel"ted d"t" is
"utom"tic"lly tr"ns#erred #rom the old deice to the
ne& deice.
9eice Inst"ll"tion4 Summ"ry
(C SAP A% IUT110 1-
6.1.9e1ice Inst$##$tion 67ercises
Unit8 9e1ice Inst$##$tion
To%ic8 Inst$##$tion $nd "emo1$# o, 9e1ices
At the conclusion o7 these eAercises: you /ill )e $)le to.
<ispl$y $ll the de+ices in $n inst$ll$tion
Inst$ll $nd remo+e de+ices
<escri)e integr$tion /ith the P6 component
A customerOs /$ter meter is 7$ulty $nd must )e repl$ced. To repl$ce $
de+ice: the 7ollo/ing steps $re per7ormed in the system.
0illing-rel$ted remo+$l o7 the 7$ulty de+ice 7rom the inst$ll$tion
$nd technic$l remo+$l 7rom the de+ice loc$tion.
Technic$l $nd )illing-rel$ted inst$ll$tion o7 the ne/ meter.
1-1 2$ter meter T0010120PP )elonging to customer T0010110PP /$s 7$ulty $nd /$s
repl$ced )y $ ne/ de+ice /ith the s$me technic$l 7e$tures )y $ 7ield 7orce employee.
As the o77ice-)$sed employee responsi)le: you /ill 7irst c$rry out the 7ull remo+$l o7
the old de+ice $nd then the 7ull inst$ll$tion o7 the ne/ de+ice in the system.
?1oteD this transaction can be processed Euic;ly in one step using the transaction
Fdevice replacementG. In this transaction7 the system carries out the $ull removal and
installation in the bac;ground. .o%ever7 in order to illustrate the individual steps in
this tas;7 you should carry out the device replacement step by step".
1-1-1 4irst: in the Customer Inter$ction Center: determine /hich de+ice loc$tion $nd
inst$ll$tion the de+ice is $ssigned to. Use tod$yOs d$te $s $cti+ity d$te.
1-1-2 Access the de+ice m$n$gement component in $ ne/ session $nd c$rry out the
remo+$l o7 de+ice T0010120PP in one step 7or tod$yOs d$te.
1-1-1 Then c$rry out the 7ull inst$ll$tion o7 the ne/ meter T0010200PP in one step.
Choose tod$yOs d$te $s the inst$ll$tion d$te $nd enter the meter re$ding $t
inst$ll$tion $s -'., mX. Assign $ r$te type $nd $ 7$ct group to the register.
1-1-! 4in$lly: in the d$t$ en+ironment displ$y in the Customer Inter$ction Center: log
the de+ice repl$cement.
1-2 Chec3 the 7ollo/ing 7e$tures o7 the de+ice you h$+e *ust inst$lled.
(C SAP A% IUT110 20
1-2-1 Inst$ll$tion d$te $nd inst$ll$tion re$son.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-2 6eter re$ding $t inst$ll$tion.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-1 Current )usiness p$rtner $ssigned.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-! <e+ice m$nu7$cturer.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-# 6$inten$nce pl$nning pl$nt.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1 <ispl$y the structure gr$phic 7or the 7unction$l loc$tions $nd their e"uipment 7or the
ne/ly inst$lled de+ice $nd complete the inst$ll$tion in the de+ice loc$tion.
1-! ((ption$l Consumption h$s incre$sed 7or $ 7l$t-r$te inst$ll$tion. 4or this re$son: the
utility inst$ll$tion must )e eAtended )y inst$lling $n $ddition$l meter. =Atend the 7l$t-
r$te electricity inst$ll$tion )y inst$lling $ meter using tod$yOs d$te $nd the 7ollo/ing
det$ils.
Connection o)*ect. T0010110PP
<e+ice loc$tion. T0010112<80PP
Inst$ll$tion. T0010110PP
;e/ de+ice. T0010110PP /ith $ meter re$ding $t inst$ll$tion o7 2#0.
(nly $ssign household r$te d$t$ $t register le+el.
;ote th$t you must $d$pt the )illing-rele+$nt d$t$ 7or the inst$ll$tion to the ne/
circumst$nces *e,ore the de+ice is inst$lled to ensure th$t )illing $nd the )illing-rel$ted
inst$ll$tion o7 the de+ice $re correct. To do this: you must $ssign $ suit$)le r$te
c$tegory (e.g. U=1V $nd limit the inst$ll$tion 7$cts.
1-# True or 7$lse>
1-#-1 <uring technic$l inst$ll$tion: the de+ice is $ssigned to $ de+ice loc$tion $nd to
$n inst$ll$tion. 5$te d$t$ c$n not )e m$int$ined: )ut de+ice loc$tions c$n:
ho/e+er: )e cre$ted: se$rched 7or $nd ch$nged.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-2 (nly de+ices o7 the s$me di+ision c$n )e inst$lled in $ de+ice loc$tion.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 21
1-#-1 0illing-rele+$nt r$te d$t$ must $l/$ys )e m$int$ined during de+ice inst$ll$tion.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-! The de+ice loc$tion is m$n$ged $s $ 7unction$l loc$tion in P6.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-# The de+ice loc$tion is the highest le+el in the 7unction$l loc$tion hier$rchy in
P6.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-& <e+ice inst$ll$tion $nd remo+$l $utom$tic$lly gener$tes $ time slice 7or the
de+ice. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 22
6.20 9e1ice Inst$##$tion So#utions
Unit8 9e1ice Inst$##$tion
To%ic8 Inst$##$tion $nd "emo1$# o, 9e1ices
1-1%
1-1-1 4ind customer T0010110PP in the CIC
Choose the /$ter meter T0010120PP /ith $ right mouse clic3
1-1-2 Choose de+ice m$n$gement 7rom the SAP =$sy Access menu.
Utilities Industry Device Mana(eent.
Choose the 7ollo/ing 7or de+ice remo+$l.
Device Installation !eoval /ull
<e+ice loc$tion. T0010111<80PP
Inst$ll$tion. T0010120PP
(ld de+ice T0010120PP
1-1-1 Choose the 7ollo/ing 7or de+ice inst$ll$tion.
Device Installation Installation /ull
<e+ice loc$tion. T0010111<80PP
Inst$ll$tion. T0010120PP
;e/ de+ice. T0010200PP
1-1-! In the CIC: c$ll up the d$t$ 7or )usiness p$rtner T0010110PP.
Choose the $ction )oA Info Custoer environent
Choose utility inst$ll$tion T0010120PP )y dou)le-clic3ing on it.

0r$nch to the de+ice history o7 the de+ices $ssigned to the inst$ll$tion )y
pressing the Device history (DevBist )utton.
1-2
1-2-1 Access de+ice m$n$gement or dou)le-clic3 on the de+ice in the CIC.
Utilities Industry Device Mana(eent%
Choose.
Technolo(y Device Dis"lay
=nter T0010200PP in the Serial nuber 7ield.Press Continue to con7irm your
entry.The system displ$ys the de+ice m$ster d$t$.
To o)t$in $n o+er+ie/ o7 the time slices: press the Dis"lay tie slice overvie4
)utton.
(C SAP A% IUT110 21
To chec3 the inst$ll$tion d$te: choose IS data 'ct%1codes.
1-2-2 Using the M! results )utton you c$n c$ll up $ list o7 the pre+ious meter
re$dings.
1-2-1 Choose IS Data Mast% Data
1-2-! Choose t$) p$ge 2eneral in the upper /or3 $re$.
The producer o7 the de+ice is listed in the 7ield Manufacturer.
1-2-# Pl$nt m$inten$nce pl$nning pl$nt. Choose the t$) p$ge 0r(aniCation. This
in7orms you o7 the $lloc$tion o7 the de+ice to $ pl$nning pl$nt.
1-1 C$ll up de+ice m$n$gement $s 7ollo/s.
Utilities Industry Device Mana(eent%
Choose de+ice displ$y $s 7ollo/s.
Technolo(y Device Dis"lay
Choose the 7ollo/ing menu items to c$ll up the structure gr$phic.
Structure Structure (ra"hic
The structure gr$phic screen $ppe$rs.
- The entire structure gr$phic is displ$yed.
1-! 4irst: c$ll up the inst$ll$tion. Select 7l$t-r$te inst$ll$tion in the n$+ig$tion $re$. Choose
r$te m$inten$nce (right mouse clic3.
Choose the time slice o+er+ie/ $nd speci7y tod$yOs d$te $s the selection d$te. Acti+$te
the &rorate indic$tor $nd choose the ne/ly cre$ted time slice )y dou)le-clic3ing on it.
A ne/ time slice 7or the inst$ll$tion d$t$ rele+$nt to )illing opens $utom$tic$lly.
The r$te c$tegory entered (=! /$s de7ined $s the r$te c$tegory 7or 7l$t-r$te
inst$ll$tions $nd is only suit$)le 7or the r$te types set do/n in the (inst$ll$tion 7$cts.
Since $nother r$te h$s to )e 7ound 7or the de+ice inst$lled: $ r$te c$tegory /hich
m$tches $ r$te type $t de+ice or register le+el must )e speci7ied. 4or this re$son: ch$nge
the r$te c$tegory in the current time slice to U=1V.
To ensure th$t your )illing is correct: you must $lso speci7y the +$lidity o7 the pre+ious
r$te type in the inst$ll$tion 7$cts. To do this: choose the /acts )utton. (n the 7ollo/ing
screen: select the r$te type )y dou)le-clic3ing on it. 8imit the period o7 +$lidity to the
d$y %rior to the inst$ll$tion o7 the de+ice. (Lou m$y h$+e to delete $nother
$utom$tic$lly gener$ted continu$tion line: )e7ore you c$n tr$ns7er the settings.
Tr$ns7er the settings using the Transfer )utton $nd then s$+e the ch$nges to the
inst$ll$tion.
The inst$ll$tion is no/ re$dy 7or )illing-rel$ted de+ice inst$ll$tion.
Choose the 7ollo/ing 7or de+ice inst$ll$tion.
Device Installation Installation /ull
=nter the initi$l d$t$.
Connection o)*ect T0010110PP
<e+ice loc$tion. T0010112<80PP
(C SAP A% IUT110 2!
Inst$ll$tion. T0010110PP
Acti+ity d$te. Tod$yOs d$te
;e/ de+ice T0010110PP
To continue processing: press Enter.
=nter the Acti+ity <$te.
Acti+ity re$son. 02 Inst$ll$tion eAtension
6eter re$ding. 2#0
5$te type. 1002 (77-pe$3 $cti+e energy
4$ct%r.. 0001 5esidenti$l customer
Acti+$te the indic$tor 7or p$yment o7 rent$l $nd settlement ch$rges.
S$+e your entries.
1-# True or 7$lse>
1-#-1 True.
1-#-2 4$lse. The de+ice loc$tion descri)es the inst$ll$tion pl$ce in the connection
o)*ect th$t is not dependent on $ di+ision. The de+ice loc$tion c$n )e eAplicitly
$ssigned to $ p$rticul$r premise: i7 desired.
1-#-1 4$lse. The )illing-rele+$nt r$te d$t$ is not re"uired during technic$l inst$ll$tion.
This c$n )e $dded during )illing-rel$ted inst$ll$tion or 7ull inst$ll$tion.
1-#-! True.
1-#-# 4$lse. The connection o)*ect represents the le+el $)o+e the de+ice loc$tion in
the hier$rchy.
1-#-& True.
(C SAP A% IUT110 2#
7
SAP AG 1999
<eter re"ding org"ni:"tion4
Scheduled "nd unscheduled meter re"dings
Street route
Scheduling
<eter re"ding procedure4
Cre"ting the meter re"ding order
6ptions #or result entry
<eter re"ding "lid"tions
<onitoring "nd correction o# meter re"ding results
Speci"l #unctions4
<eter re"ding $y customer i" the Internet "nd
telephone
5eers"l
Contents4
<eter 5e"ding
(C SAP A% IUT110 1
7.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le
to4
9escri$e the meter re"ding procedure
Scheduling "nd street route
<eter re"ding processing
;nter meter re"ding results $y me"ns o#4
Autom"tic "nd m"nu"l p"yment run
Single "nd m"ss entry
Single "nd m"ss estim"tion
<eter re"ding correction
<eter 5e"ding4 Unit 6$'ecties
(C SAP A% IUT110 2
7.3
SAP AG 1999
A customer telephones the customer c"ll center
to report his/her moe-out
The customer serice "gent enters the moe-out
d"te "nd the meter re"dings
An impl"usi$le re"ding me"ns th"t the utility
comp"ny h"s to c"rry out " control re"ding
<eter re"ding processing
Cre"tion o# meter re"ding order
;ntry or estim"tion o# meter re"ding results
St"rt o# $illing "nd inoicing
2in"l $illing% #ollo&ed $y inoicing
<eter 5e"ding4 0usiness Scen"rio
(C SAP A% IUT110 1
7.4
SAP AG 1999
<eter re"ding org"ni:"tion4
Scheduling
Street route
<eter re"ding procedure
Processing the meter re"ding
Chec1ing o# meter re"ding results
;3tr"pol"tion o# meter re"ding results
Speci"l #unctions
<eter re"ding $y customer i" the Internet
5eers"l #unction
<eter 5e"ding4 <eter 5e"ding 6rg"ni:"tion
(C SAP A% IUT110 !
7.5
SAP AG 1999
<eter
re"ding
Unscheduled
Scheduled
Indic"tor
Prede8ined 'eter readin&
strate&"
*ate and area scheduled in
re&ional structure
Resources can )e 2lanned
Process
!reate 'eter readin&
schedule
S2eci8" 'eter readin&
seCuence
!reate 'ass 'eter readin&
orders
.nter results
!hec$ results
Release 8or )illin&
Indic"tor
-here are s2ecial reasons 8or
the 'eter readin& reCuest;
such as a 'o(e-inout
*ate and area cannot )e
scheduled
%eter readin& cannot )e
2lanned
Process
!reate a sin&le 'eter readin&
order
.nter consu'2tion
!hec$ results
Release 8or )illin&
Types o# <eter 5e"ding
(C SAP A% IUT110 #
7.6
SAP AG 1999
5egion"l structure Scheduling <"ster d"t"
<eter
re"ding
unit
0usiness
p"rtner
Connection
o$'ect
Premise
Account
Inst"ll"tion
Contr"ct
City City Street Street
Street
section
Street
section
Politic"l
structure
Portion
Post"l region"l structure
5egion"l Structure "nd Scheduling
Portioning. %rouping o7 contr$cts th$t $re to )e )illed together. Lou $lloc$te $ contr$ct to $ portion
either directly in the contr$ct or indirectly +i$ the meter re$ding units entered in the inst$ll$tions.
Scheduling. Controlling $nd pl$nning o7 the 7ollo/ing processes.
6eter re$ding order cre$tion
Periodic )illing
0udget )illing collection
Scheduling is m$n$ged $t the meter re$ding unit $nd )illing portion le+els.
(C SAP A% IUT110 &
7.7
SAP AG 1999
Portion 1 Portion 1
Portion 2 Portion 2
<5 unit 1 <5 unit 1
<5 unit 2 <5 unit 2
<5 unit + <5 unit +
Grouping together o# contr"cts4
2or 'oint $illing
8here $udget $illing options "re identic"l
($udget $illing cycle "nd scheduling)
Grouping o# utility inst"ll"tions4
6# the s"me $illing cl"ss "nd diision c"tegory
2or 'oint $illing
To control speci"l #e"tures o# meter re"ding%
such "s <9;% inter"ls
Scheduling T"s1s
(C SAP A% IUT110 '
7.8
SAP AG 1999
<5 unit A.+
Portion A
<5 unit A.2
<5 unit 0.1
<5 unit 0.+
Portion 0
<5 unit 0.2
<5 unit 0.-
0
Portion C
<5 unit 0.,
<5 unit C.+
A
<5 unit A.1
<5 unit C.2
<5 unit C.1
Portions "nd <eter 5e"ding Units
A portion norm$lly cont$ins se+er$l meter re$ding units: /hich $re structured $ccording to loc$tion
$nd/or scheduling re"uirements.
6eter re$ding units in $ portion do not h$+e to )e loc$ted ne$r one $notherH their grouping c$n $lso
depend on other 7$ctors: such $s )illing conditions.
=A$mple.
Portions A $nd 0 represent di77erent city districts consisting $lmost entirely o7 households $nd sm$ll
)usinesses (such $s residenti$l customers. 6eter re$ding units in these portions $re structured in such
$ /$y th$t they correspond to the d$ily /or3 "uot$ o7 the meter re$der.
Since other meter re$ding cycles $nd )illing conditions $pply to nonresidenti$l customers: m$*or
customers (such $s industri$l $nd )usiness groups /ithin the $re$ concerned $re $lloc$ted to $
sep$r$te portion (C.
This portion consists o7 three meter re$ding units th$t $re not in close proAimity to e$ch other. They
$re Tisl$ndsT inside portions A $nd 0.
The utility comp$ny )ills residenti$l customers periodic$lly. Portion A is )illed on Rune 1#H portion 0 is
)illed on Ruly 1#.
;on-residenti$l customers $re )illed monthly. This me$ns th$t portion C is )illed on Rune 1#: Ruly 1#:
$nd so on.
(C SAP A% IUT110 ,
7..
SAP AG 1999
Portion
PQAUG01
Portion
PQAUG01
<5 unit
AQAUG01
<5 unit
AQAUG01
P1 P1
P"r"meter record P"r"meter record
Schedule m"ster records
AQAUG01 2002 AQAUG01 2002
AQAUG01 2001 AQAUG01 2001
AQAUG01 2000 AQAUG01 2000
<5 unit <5 unit
Schedule records
PQAUG01 2002 PQAUG01 2002
PQAUG01 2001 PQAUG01 2001
PQAUG01 2000 PQAUG01 2000
Portion Portion
Gener"tion o#
schedule records
Gener"tion o# Schedule 5ecords
Schedule records $re gener$ted 7rom the settings in the p$r$meter record $nd schedule m$ster records
(portion $nd meter re$ding unit.
Schedule records re7er to speci7ic d$tes: /hich control meter re$ding $nd )illing.
Schedule records must )e gener$ted 7or portions $nd meter re$ding units )e7ore meter re$ding orders c$n
)e gener$ted.
(C SAP A% IUT110 -
7.10
SAP AG 1999
2001
2001
Portion A
0C/2C 0C/2. 0C/2D 0C/+0 0C/+1 0./01 0./02 0./0+
Portion A
0C/2C 0C/2. 0C/2D 0C/+0 0C/+1 0./01 0./02 0./0+
2002
2002
Portion A
0C/2C 0C/2. 0C/2D 0C/+0 0C/+1 0./01 0./02 0./0+
Scheduled
meter
re"ding
d"te
0illing period 0illing period
<eter re"ding period #or meter re"ding unit 1 <eter re"ding period #or meter re"ding unit 1
<eter re"ding period #or meter re"ding unit 2 <eter re"ding period #or meter re"ding unit 2
<eter re"ding period #or meter re"ding unit + <eter re"ding period #or meter re"ding unit +
#or "ll meter re"ding units #or "ll meter re"ding units
;nd o#
meter
re"ding
period
;nd o#
$illing
period
<eter re"ding <eter re"ding
0illing 0illing
<eter re"ding <eter re"ding
0illing 0illing
Scheduling4 Annu"l 0illing
Schduled $illing d"te
=nd o7 )illing period. This is the d$te on /hich the portion is to )e )illed 7or the 7irst time. This d$te:
together /ith the length o7 the )illing period (th$t is: the period length: determines the d$te o7 the neAt
)illing (st$rt o7 the neAt )illing period J end o7 the )illing period Y 1 d$y.
The scheduled )illing d$te is the d$te on /hich the contr$cts )elonging to $ portion $re )illed. This t$3es
the SAP c$lend$r into $ccount.
The end o7 the meter re$ding period corresponds to the end o7 the )illing period: $nd is used $s $ )$sis
7or de7ining d$tes o7 su)se"uent meter re$ding periods.
The scheduled meter re$ding d$te is the d$te on /hich the schedule speci7ies the register is to )e re$d. It
is $lso the d$te 7or /hich periodic meter re$dings $re gener$ted in scheduling. It 7orms the )$sis 7or
c$lcul$ting the eApected consumption during meter re$ding order cre$tionH it $lso $cts $s the 7in$l d$te
7or determining the )udget )illing $mount.
(C SAP A% IUT110 10
7.11
SAP AG 1999
S
t
r
e
e
t

r
o
u
t
e
<5
unit
A
<5
unit
A
<eter 5e"ding 6rg"ni:"tion4 Street 5oute
City distr. 1
Street 1
Street 2
Street n
City distr. 2
City distr. n
9eice 1
9eice 2
9eice n
9eice
loc"tion
1
9eice
loc. n
9eice
loc. 2
Connection
o$'ect 1
Connection
o$'ect 2
Connection
o$'ect n
(C SAP A% IUT110 11
7.12
SAP AG 1999
<eter re"ding org"ni:"tion4
Scheduling
Street route
<eter re"ding procedure
Processing the meter re"ding
Chec1ing o# meter re"ding results
;3tr"pol"tion o# meter re"ding results
Speci"l #unctions
<eter re"ding $y customer i" the Internet
5eers"l #unction
<eter 5e"ding4 Process
(C SAP A% IUT110 12
7.13
SAP AG 1999
<eter
re"ding
due
Cre"te
meter re"ding
orders
6utput
meter re"ding
orders
Print
meter re"ding
documents
9o&nlo"d
meter re"ding
d"t"
5e"d meter 5e"d meter
;nter
meter re"ding
results
Uplo"d
meter re"ding
results
Chec1
meter re"ding
results
<"nu"l
meter re"ding
due
<9;
meter re"ding
due
5esults
determined
6erie&4 Scheduled <eter 5e"ding
(C SAP A% IUT110 11
7.14
SAP AG 1999
<eter
re"ding
due
Cre"te
meter re"ding
orders
6utput
meter re"ding
orders
Print
meter re"ding
documents
9o&nlo"d
meter re"ding
d"t"
5e"d meter 5e"d meter
;nter
meter re"ding
results
Uplo"d
meter re"ding
results
Chec1
meter re"ding
results
<"nu"l
meter re"ding
due
<9;
meter re"ding
due
5esults
determined
<eter re"ding
orders
Single meter re"ding orders
<"ss meter re"ding orders
Single order d"t"
Selection i" the meter re"ding unit%
contr"ct% inst"ll"tion or deice
Addition"l d"tes #or $illing control
<"ss order d"t"
Selection i" #rom meter reaing unit "nd
To meter reaing unit
Schedule t"s1 in t"s1 m"n"gement
Speci#ic"tion o# meter re"ding re"son
Cre"ting <eter 5e"ding 6rders
(C SAP A% IUT110 1!
7.15
SAP AG 1999
9 Coer sheet
9 <eter re"ding
documents
<9; 9 <eter re"ding noti#ic"tion
9 C"rd #or meter re"ding
$y customer
6utput medi"
<eter re"ding in#orm"tion
(selection)
;3pected re"ding &ith "re"
Any num$er o# preious meter
re"ding results
Street route
!otes #or the meter re"der
(dyn"mic / st"tic)
Issuing the <eter 5e"ding 6rders
<eter
re"ding
due
Cre"te
meter re"ding
orders
6utput
meter re"ding
orders
Print
meter re"ding
documents
9o&nlo"d
meter re"ding
d"t"
5e"d meter 5e"d meter
;nter
meter re"ding
results
Uplo"d
meter re"ding
results
Chec1
meter re"ding
results
<"nu"l
meter re"ding
due
<9;
meter re"ding
due
5esults
determined
(C SAP A% IUT110 1#
7.16
SAP AG 1999
Autom"tic
Uplo"d inter#"ce
Autom"tic estim"tion
<"nu"l
2"st entry
2"st entry &ithout correction
2"st entry &ith correction
Single entry
5esult correction
Pl"usi$le results
Impl"usi$le results
<eter re"ding $y customer
?i" the Internet
?i" 8AP telephone
Types o# 5esult ;ntry
<eter
re"ding
due
Cre"te
meter re"ding
orders
6utput
meter re"ding
orders
Print
meter re"ding
documents
9o&nlo"d
meter re"ding
d"t"
5e"d meter 5e"d meter
;nter
meter re"ding
results
Uplo"d
meter re"ding
results
Chec1
meter re"ding
results
<"nu"l
meter re"ding
due
<9;
meter re"ding
due
5esults
determined
(C SAP A% IUT110 1&
7.17
SAP AG 1999
5e#erence to meter
re"ding order (#"st entry)
;ntry num$er
Chec1 digit
<eter re"ding
d"t"
5ecorded meter re"ding
9"te "nd time o# meter re"ding
<eter re"derKs notes
<eter re"ding type (such "s meter re"ding $y the
utility comp"ny% $y the customer% or estim"tion)
<eter re"der num$er
9"te "nd time o# m"3imum re"ding
2unctions
Correction "nd rele"se o# meter re"ding results
;stim"tion o# meter re"ding results
5esult ;ntry 9"t"
<eter
re"ding
due
Cre"te
meter re"ding
orders
6utput
meter re"ding
orders
Print
meter re"ding
documents
9o&nlo"d
meter re"ding
d"t"
5e"d meter 5e"d meter
;nter
meter re"ding
results
Uplo"d
meter re"ding
results
Chec1
meter re"ding
results
<"nu"l
meter re"ding
due
<9;
meter re"ding
due
5esults
determined
(C SAP A% IUT110 1'
7.18
SAP AG 1999
;ntry o# meter re"ding results
<"nu"l
Autom"tic
Types o# "lid"tion
2i3ed chec1s
Independent chec1s
9ependent chec1s
Correction
Correction "nd rele"se o# meter re"ding results
;stim"tion o# meter re"ding results
Correction "ids
Chec1ing <eter 5e"ding 5esults4 6erie&
<eter
re"ding
due
Cre"te
meter re"ding
orders
6utput
meter re"ding
orders
Print
meter re"ding
documents
9o&nlo"d
meter re"ding
d"t"
5e"d meter 5e"d meter
Uplo"d
meter re"ding
results
Chec1
meter re"ding
results
<"nu"l
meter re"ding
due
<9;
meter re"ding
due
5esults
determined
;nter
meter re"ding
results
(C SAP A% IUT110 1,
7.1.
SAP AG 1999
Chec1s c"n $e con#igured #or indiidu"l customers "nd customer groups
Permitted dei"tions $et&een me"sured "lues "nd t"rget "lues c"n $e
con#igured using t"$les
5eturn control/monitoring o# impl"usi$le results
;3"mples4
9 Consumption #rom
preious period
9 9em"nd #rom preious
periods
9 9em"nd comp"red &ith
"greed dem"nd
;3"mples4
9 Consumption #rom
preious period
9 9em"nd #rom preious
periods
9 9em"nd comp"red &ith
"greed dem"nd
;3"mples4
9 Cosine phi #or
energy/dem"nd
9 Us"ge hours
9 Control meters
;3"mples4
9 Cosine phi #or
energy/dem"nd
9 Us"ge hours
9 Control meters
9eice4 -C11000
<eter
re"ding4 C.1++
Pl"usi$le Pl"usi$le
result result
Impl"usi$le Impl"usi$le
result result
Correction "ids Correction "ids
Independent Independent
chec1s chec1s
9ependent 9ependent
chec1s chec1s
Chec1 <eter 5e"ding 5esults4 Process
(C SAP A% IUT110 1-
7.20
SAP AG 1999
Selection o# meter re"ding orders
i" the #ollo&ing d"t" o$'ects4
!ontract
Installation
*e(ice
Portion
%R unit
+usiness 2artner
9ispl"y (single or "ll)4
+illin& order
%eter readin& orders
%eter readin& results
<onitoring <eter 5e"dings
(C SAP A% IUT110 20
7.21
SAP AG 1999
<eter re"ding org"ni:"tion4
Scheduling
Street route
<eter re"ding procedure
Processing the meter re"ding
Chec1ing o# meter re"ding results
;3tr"pol"tion o# meter re"ding results
Speci"l #unctions
<eter re"ding $y customer i" the Internet
5eers"l #unction
<eter 5e"ding4 Speci"l 2unctions4
(C SAP A% IUT110 21
7.22
SAP AG 1999
Internet
Tr"ns"ction
serer
Internet
Tr"ns"ction
serer
; ;
- -
m
"
i
l
m
"
i
l
Customer
Customer
<eter re"ding
re/uest
<eter re"ding
re/uest
5e"d meter
;ntry o# meter
d"t"
;ntry o# meter
d"t"
IS-U/
CCS
IS IS- -U/ U/
CCS CCS
Internet
Internet
Energ# s,pplier
Energ# s,pplier
Internet c,sto"er
Internet c,sto"er
<eter 5e"ding $y Customers oer the Internet
(C SAP A% IUT110 22
7.23
SAP AG 1999
Customer
Customer
5e"d meter
IS-U/
CCS
IS IS- -U/ U/
CCS CCS
Wireless pplication
!rotocol
Wireless pplication
!rotocol Energ# s,pplier
Energ# s,pplier
Internet c,sto"er
Internet c,sto"er
8
A
P
T
r
"
n
s
#
e
r

m
e
t
e
r

r
e
"
d
i
n
g
s
<eter 5e"ding $y Customer oer 8AP Telephone
Internet
Tr"ns"ction
serer
Internet
Tr"ns"ction
serer
(C SAP A% IUT110 21
7.24
SAP AG 1999
!e& meter
re"ding order
Incorrect
m"ss
selection
Incorrect
single
selection
5eerse
meter re"ding
order
Correct
selection
5est"rt
order
cre"tion
<eter re"ding
order deleted
5eersing <eter 5e"ding 6rders4 Process
6eter re$ding orders c$n )e re+ersed.
I7 meter re$ding results $re $lre$dy $+$il$)le /hen the re+ers$l is per7ormed: these c$n )e deleted or
ret$ined $nd re-used in $ ne/ meter re$ding order.
(C SAP A% IUT110 2!
7.25
SAP AG 1999
Scheduled meter re"dings "re controlled i" meter re"ding
units
In meter re"ding prep"r"tion% documents "re cre"ted #or4
<eter re"ding $y the comp"ny i" meter re"ding lists
<eter re"ding $y the comp"ny i" <9;
<eter re"ding $y customer i" meter re"ding c"rds
<eter re"ding $y customers i" the Internet
<eter re"ding processing includes4
Autom"tic uplo"d o# d"t" #rom e3tern"l systems
<"nu"l #"st entry &ith "nd &ithout correction
<"nu"l single entry "nd meter re"ding estim"tion
Con#igur"$le "lid"tions reduce the potenti"l #or error
<eter 5e"ding4 Unit Summ"ry
(C SAP A% IUT110 2#
7.26&eter "e$din'8 67ercises
Unit8 &eter "e$din'
To%ic8 &eter re$din' ,or indi1idu$# customers
At the conclusion o7 these eAercises: you /ill )e $)le to.
<escri)e the org$ni9$tion $nd the process o7 meter re$ding
C$rry out single entry o7 meter re$ding results
2ith reg$rd to periodic meter re$ding: the comp$ny does not c$rry out
meter re$ding $t $ll inst$ll$tions. 4or some customers: c$rrying out the
meter re$ding themsel+es is $n e77icient use o7 resources.
The customer reports the meter re$dings either in /riting or )y phone. A
customer ser+ice represent$ti+e records the meter re$dings )y customer
$nd enters these m$nu$lly in the system.
1-1 2hich meter re$ding unit(s is/$re cont$ined in the portion T--00>
1-2 2hich o)*ects c$n the portions )e directly or indirectly $lloc$ted to>
1-1 0usiness p$rtner T00-0110PP /ould li3e $n interim )illing 7or $ll his/her contr$cts.
C$rry out the meter re$ding 7or $ll de+ices $lloc$ted to this )usiness p$rtner using the
Customer Inter$ction Center.
1-! True or 7$lse>
1-!-1 6eter re$ding orders control the meter re$ding: )illing: $nd in+oicing
processes.
1-!-2 6eter re$ding orders c$n )e output on the printer or +i$ I<oc.
1-!-1 6eter re$ding results c$n )e entered m$nu$lly or $utom$tic$lly $nd $re su)*ect
to the s$me +$lid$tions.
1-!-! I7 meter re$ding results $re not $+$il$)le: the meter re$ding unit c$nnot )e
)illed.
1-!-# @$lid$tions $re $l/$ys c$rried out.
(C SAP A% IUT110 2&
7.27&eter "e$din'8 So#utions
67ercises8 &eter re$din'
To%ic8 &eter re$din' %rocessin'
1-1 %o to the SAP =$sy Access menu $nd choose.
Utilities Industry Schedulin( Schedule Master &ortion Dis"lay.
=nter portion T-A-00.
Choose Save Enter.
The pl$nned )illing d$te is stored in the Sched BD 7ield. This is +$lid 7or $ll meter
re$ding units $ssigned to this portion.
Lou c$n +ie/ the list o7 the meter re$ding units $ssigned )y choosing the <here=
used list push)utton or CT!$D/8%
0y eAp$nding the su)-tree &ortion in M! units: you c$n +ie/ $ll the meter re$ding
units th$t )elong to this portion.
1-2
The 7ollo/ing rel$tionships c$n eAist.
- The portion is entered directly in the meter re$ding unit.
- The portion c$n )e speci7ied $s $n $ltern$ti+e portion directly in the contr$ct.
- The portion is indirectly re7erenced +i$ the meter re$ding unit in the inst$ll$tion.
(C SAP A% IUT110 2'
1-1 Proceed $s 7ollo/s.
C$ll the CIC $nd select the d$t$ 7or your )usiness p$rtner T00-0110PP.
Choose Enter until the d$t$ is displ$yed in the n$+ig$tion $re$.
C$rry out this step 7or e$ch utility contr$ct
To enter the meter re$dings 7or e$ch contr$ct: proceed $s 7ollo/s.
- Select $ contr$ct.
- Choose the $ction Enter custoer eter readin(%
- Con7irm the entry o7.
- Meter readin( reason0, Interi readin( 4ith
billin(
- Meter readin( ty"e 0, Meter readin( by
custoer%
- Choose /8 to continue or
- =nter the meter re$dings: e+en i7 the +$lues $re impl$usi)le (i.e. +ery high
or +ery lo/.
- To correct meter re$dings: proceed $s 7ollo/s.
Select $ register line
Choose the Correct )utton.
4rom the M! data $nd Consu"%data 7ields: you c$n re$d the eApected +$lues.
The re$ding c$n )e corrected in the Current M! 7ield.
To rele$se $ meter re$ding: choose !elease.
Lou return to the screen /here you c$n enter meter re$dings.
- S$+e the meter re$dings )y choosing Save.
- Complete the customer cont$ct $nd s$+e it using.
- Lou return to the CIC.
- 5epe$t the $)o+e steps 7or the other utility contr$cts.
1-!
1-!-1 4$lse. The meter re$ding order is $n org$ni9$tion$l $id 7or prep$ring 7or meter
re$dings: collecting d$t$ $nd cre$ting the meter re$ding documents.
1-!-2 True.
1-!-1 True.
1-!-! 4$lse. 6issing meter re$ding results c$n )e estim$ted )y m$ss runs.
1-!-# True. There $re 7iAed +$lid$tions /hich $re $l/$ys chec3ed: such $s
impl$usi)le pre+ious meter re$ding results $nd de+i$tions /here the inst$ll$tion
(C SAP A% IUT110 2,
is in$cti+e or disconnected: or /here de+ices h$+e not )een inst$lled. All other
independent $nd dependent +$lid$tions c$n )e cl$ssi7ied into +$lid$tion groups
in Customi9ing. The +$lid$tions c$n then )e c$rried out $utom$tic$lly.
(C SAP A% IUT110 2-
8
SAP AG 1999
Contents4
;nergy 9"t" <"n"gement
Pro#ile he"der
Pro#ile "lloc"tion #or register
Point o# deliery
Pro#ile "lues
2ormul" pro#iles
Synthetic pro#iles
(C SAP A% IUT110 1
8.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
9escri$e the components th"t m"1e up pro#iles
;3pl"in the connection o# pro#iles to the m"ster d"t"
Pro#ile <"n"gement4 Unit 6$'ecties
(C SAP A% IUT110 2
8.3
SAP AG 1999
?"lues determined $y "utom"ted meter re"ding #or
"n inter"l meter should $e copied to the system
Pro#ile <"n"gement4 0usiness Scen"rio
(C SAP A% IUT110 1
8.4
SAP AG 1999
Pro#ile Type
5istorical 2ro8ile; schedule 2ro8ile; 8or'ula 2ro8ile; 8orecast
2ro8ile; s"nthetic 2ro8ile; da" 2ro8ile
Consistency Chec1ing Group
*eter'ines <hich chec$s to carr" out <hen i'2ortin& 2ro8ile
(alues
5epl"cement ?"lue Group
*eter'ines the calculation o8 2lausi)le (alues that are used
instead o8 'issin& or i'2lausi)le actual (alues
?"lidity Period
Pro#ile ?"lue C"tegory
A'ount; 8actor; Cuantit"; de'and; 2rice; other
Inter"l *engths
5; 10; 15; 30; 60 'inutes
Pro#ile Be"der
(C SAP A% IUT110 !
8.5
SAP AG 1999
Pro#ile Alloc"tion #or 5egister
<e"sured
pro#ile
5egion"l
structure
Contr"ct
"ccount
0usiness
p"rtner
Inst"ll"tion
Contr"ct
5egister
9eice
Premise
Connection
o$'ect
Pro#iles c"n $e "lloc"ted to
(logic"l) registers o# inter"l
meters
This "lloc"tion is historic"l "nd
role-$"sed
The role determines the pro#ileKs
t"s1 #or this register
;3"mples o# roles "re
me"surement "nd #orec"st
(C SAP A% IUT110 #
8.6
SAP AG 1999
Point o# 9eliery
<e"sured
pro#ile
Contr"ct
"ccount
0usiness
p"rtner
Inst"ll"tion
Contr"ct
5egister
9eice
Point o# 9eliery
Point to &hich " utility serice is supplied
or to &hich " utility serice c"n $e
determined #or " customer
A point o# deliery h"s one e3tern"l
identi#ic"tion num$er "t "ny time (point
o# deliery description "ccording to
metering code% #or e3"mple)
The point o# deliery is used #or
communic"tion in "utom"tic d"t"
e3ch"nge
The point o# deliery is used to e3ch"nge
meter re"ding results
(C SAP A% IUT110 &
8.7
SAP AG 1999
Importing Pro#ile ?"lues
Pro#ile
I
n
t
e
r
#
"
c
e
<eter <eter
re"ding re"ding
results results
;9I
Point o#
deliery
Point o#
deliery
$ther
market
"artici"ants
Inter"l
meter
sign"l
9o&nlo"d
2or e3"mple4
Siemens metering
2rRschl
GRrlit:
2or e3"mple4
<SC6!S
IS-U/;9<
;9I
su$-
system
Conersion
A<5
system
(C SAP A% IUT110 '
8.8
SAP AG 1999
Pro#ile ?"lues
A pro#ile "lue is s"ed #or eery inter"l
At le"st one st"tus is s"ed #or eery pro#ile "lue
<ultiple ersions c"n $e m"n"ged #or eery pro#ile
Pro#ile "lues c"n $e displ"yed in t"$le or in gr"phic"l #orm
Pro#ile "lues c"n $e ch"nged indiidu"lly or #or cert"in
periods o# time
Pro#ile "lues c"n $e imported using 0API orI9oc
An 6*; (;3cel) inter#"ce e3ists
Pro#ile "lues c"n $e displ"yed on the &e$
(C SAP A% IUT110 ,
8..
SAP AG 1999
2ormul" Pro#ile
100
0
20
30
40
50
60
10
/0
90
1
/-
h
d
e
m
"
n
d
(1
8
)
01.1..1DD, 01.1D.1DD, 01.20.1DD, 01.21.1DD, 01.1C.1DD,
0
0
00
0
1
2
00
0
1
2
00
0
1
2
00
0
1
2
00
0
0
0
00
0
0
0
00
0
0
0
00
0
;9<
E
E
E
re/uest
re/uest
UI
UI
UI
UI
rest load
5* F *T - !* - S* - <C
ele'entar" load 2ro8ile
a&&re&ated load 2ro8ile
8or'ula )ased 2ro8ile
schedulin&
auto'atic
E
*T
total l oad
!*
net losses
S*
street li&hts
<C
'easured custo'ers
5P
UI
E
E
re/uest
re/uest
4ormul$ pro7iles $re used to c$lcul$te pro7ile +$lues on the )$sis o7 $ 7unction$l connecti+ity
Lou should use 7ormul$ pro7iles i7 the rel$tionship o7 input p$r$meters to output p$r$meters r$rely
ch$nges (7or the grid energy-7eeding cur+e: 7or eA$mple
4ormul$ pro7iles $llo/ $utom$tic c$lcul$tion depending on the input p$r$meters
The c$lcul$tion is sc$l$)le
User-de7ined 7ormul$s c$n )e supplemented
(C SAP A% IUT110 -
8.10
SAP AG 1999
Synthetic Pro#iles
5esidenti"l 5esidenti"l
customer customer
8or1d"y Summer
00400 2-400
8ee1end
8or1d"y 8inter
8ee1end
00400 2-400
00400 2-400
00400 2-400
Su 0+.2. <o 0+.2D Tu 0+.+0 8e 0+.+1 Th 0-.01 2r 0-.02 S" 0-.0+ Su 0-.0- <o 0-.0, Tu 0-.0A
8ee1end
8inter Summer
8or1d"y 8or1d"y 8or1d"y 8ee1end
Pro7ile cont$ining +$lues th$t $re gener$ted on the )$sis o7 prede7ined periods (de7ined )y d$y $nd
se$son )loc3s $nd the corresponding d$y or $nnu$l pro7iles
Synthetic pro7iles $re used 7or cl$ssi7ying customers or customer groups
(C SAP A% IUT110 10
8.11
SAP AG 1999
>ou "re no& "$le to4
9escri$e the components th"t m"1e up pro#iles
;3pl"in the connection o# pro#iles to the m"ster d"t"
Pro#ile <"n"gement4 Summ"ry
(C SAP A% IUT110 11
.
SAP AG 1999
Contents4
0illing
6erie&
0"sic components o# $illing
Speci"l #unctions
Inoicing
6erie&
Inoicing #unctions
Cre"tion o# contr"ct "ccounts recei"$le "nd p"y"$le (2I -CA)
"nd print documents
0illing "nd Inoicing
(C SAP A% IUT110 1
..2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
9escri$e the $illing process
0illing procedure% simul"tion
Credit memo% m"nu"l $"c1$illing
6utsorting% $illing reers"l
;3pl"in the inoicing process
Inoicing t"s1s "nd procedure
Speci"l #e"tures o# inoicing
Use o# inoicing documents
0illing "nd Inoicing4 Course 6$'ecties
(C SAP A% IUT110 2
..3
SAP AG 1999
6erie&4
0illing procedures "nd speci"l #unctions
0illing "nd simul"tion procedures
9esign o# $illing rules
0"sic components o# $illing4
Scheduled d"tes "nd periods
0illing procedures
0illing "nd simul"tion
9ocument displ"y
Speci"l $illing #unctions4
Credit memo% m"nu"l $"c1$illing
6utsorting% reers"l
Contents
0illing
(C SAP A% IUT110 1
..4
SAP AG 1999
Contr"ct $illing o# the supply "nd serices
proided is the most import"nt #unction o# " utility
comp"ny.
Integr"ted processing o# $oth residenti"l "nd non-
residenti"l customers re/uires seer"l $illing rules.
Incre"sed competition re/uires the $illing process
to $e #le3i$le "nd e##icient.
9i##erent types o# simul"tion en"$le the correct
$illing to $e per#ormed.
0illing4 Introduction
SAP Utilities
(C SAP A% IUT110 !
..5
SAP AG 1999
<oe-out processing in the customer center
<oe-out d"te "nd meter re"dings reported $y
telephone
Impl"usi$le meter re"ding re/uires meter re"ding $y
the comp"ny
<eter re"ding processing
Cre"te meter re"ding order
;nter or estim"te meter re"ding results
St"rt o# $illing "nd inoicing
2in"l $illing% #ollo&ed $y inoicing
0illing4 0usiness Scen"rio
(C SAP A% IUT110 #
..6
SAP AG 1999
9iscounts%
surch"rges
9iscounts%
surch"rges
Gener"l
duties
Gener"l
duties
Pror"tion
Pror"tion
2r"nchise
#ees
2r"nchise
#ees
Price
"d'ustment
Price
"d'ustment
. . .
. . .
. . .
. . .
;lectricity
G"s
8"ter/
8"ste &"ter
9istrict
he"ting
C"$le
teleision
<ultimedi"
Ch"rges
T"3es
9uties
Divisions
5esidenti"l
customer
!on-residenti"l
customer
;nergy
suppliers
Business
"artner
Consumption
serices
2l"t r"tes
+illin& rules; (ariants +illin& rules; (ariants
IS-U/CCS4 0illing
(C SAP A% IUT110 &
..7
SAP AG 1999
0illing procedures4
<onth-$"sed
7ey d"te
Period
2or e3"ct num$er o# d"ys
Se"son-$"sed
Comp"r"tie ($est r"te)
2or employees
2lo"ting ($"c1$illing% period-
end $illing)
Speci"l #unctions
Interim $illing
6utsorting #or $ill eri#ic"tion
Simul"tion
<"nu"l $"c1$illing
<"nu"l credit memo
5eers"l
Un$illed reenue reporting
0illing Procedures4 6erie&
(C SAP A% IUT110 '
..8
SAP AG 1999
<eter re"ding
0illing
Inoicing
0illing order processing th"t inoles "lu"tion
o# consumption "nd dem"nd #or e"ch contr"ct%
"nd cre"tion o# $illing documents #or inoicing.
9e#inition o# 0illing
(C SAP A% IUT110 ,
...
SAP AG 1999
0illing
9etermin"tion o#
$illing periods
9etermin"tion "nd
conersion o#
/u"ntities
Cre"tion o# $illing
documents #or
inoicing
9etermin"tion o#4
9 5"te d"t"
9 Price d"t"
9etermin"tion o#
ch"nge d"te "nd
pror"tion to th"t
d"te
?"lu"tion o#
/u"ntities &ith
prices
0illing T"s1s
(C SAP A% IUT110 -
..10
SAP AG 1999
<6 TU 8; TB 25 SA SU
1
.
1,
21
2.
2
D
1A
22
2D
+
10
1C
2+
+0
-
11
1.
2-
+1
,
12
1D
2,
A
1+
20
2A
C
1-
21
2C
*ength o# period #or periodic $illing
% d"ysS 1% 2% +% -% A% or 12 months
*ength o# period #or period-end $illing
% & % d"ysS 1% 2% +% -% A% or 12 months
0illing #or "n e3"ct num$er o# d"ys
$"sed on the d"te o# the meter re"ding
<onth-$"sed $illing
dependent on 1ey d"te
<onth-$"sed $illing
dependent on inter"ls
0illing Periods
The )illing period 7or /hich the utility )ills the customer c$n )e determined in $ num)er o7 /$ys. These
$re.
=or $n e7$ct num*er o, d$ys
<etermines the eA$ct length o7 the )illing period in d$ys: 7or eA$mple the period )et/een the l$st )illed
meter re$ding $nd the current d$y o7 meter re$ding.
&onth-*$sed
0ills $ speci7ic num)er o7 complete months. I7 the c$se o7 $ mo+e-in or mo+e-out: the month-)$sed
procedure c$n )e )illed )$sed on the num)er o7 d$ys.
(C SAP A% IUT110 10
..11
SAP AG 1999
Periodic $illing
5ecurring periodic $illing
2lo"ting $"c1$illing
Speci"l #orm o# monthly periodic $illing in &hich
$"c1$illing is per#ormed #or preious months
using " current "lue.
;3"mple4 monthly comp"rison o# n pe"1 "er"ges
Period-end $illing
A#ter completion o# the $illing cycle
;3"mple4 1+th $illing% $"c1$illing #or " ye"r
Interim $illing
Unscheduled $illing "t "ny time
;3"mple4 initi"ted $y customer re/uest
2in"l $illing
;3"mples4 customer moe-out or termin"tion o# contr"ctS serice territory
tr"ns#er
2orms o# 0illing
(C SAP A% IUT110 11
..12
SAP AG 1999
0est-r"te $illing
The most #"or"$le r"te is chosen #or the
customer on the $"sis o# seer"l $illing rules.
Ju"ntity-$"sed r"te #or $"sic price
The "nnu"l /u"ntity consumed is used to determine
the $illing rule th"t "pplies.
9em"nd-$"sed r"te determin"tion
The me"sured dem"nd is used to determine the $illing rule th"t
"pplies.
Se"son-$"sed $illing
;3"mples4 9i##erent prices #or e"ch se"son% di##erent $illing rules
#or e"ch se"son.
Speci"l 2orms o# 0illing
(C SAP A% IUT110 12
..13
SAP AG 1999
2001
Portion 1
C.2C. C.2.. C.2D. C.+0. C.+1. ..1. ..2. ..+.
Portion 1
C.2C. C.2.. C.2D. C.+0. C.+1. ..1. ..2. ..+.
2002
Portion 1
C.2C. C.2.. C.2D. C.+0. C.+1. ..1. ..2. ..+.
Scheduled
<5
d"te
0illing period 0illing period
<eter re"ding period #or <5 unit 1 <eter re"ding period #or <5 unit 1
<eter re"ding period #or <5 unit 2 <eter re"ding period #or <5 unit 2
<eter re"ding period #or <5 unit + <eter re"ding period #or <5 unit +
#or "ll <5 units #or "ll <5 units
;nd o#
<5
period
;nd o#
scheduled
$illing
period
<eter re"ding <eter re"ding
0illing 0illing
<eter re"ding <eter re"ding
0illing 0illing
Gener"tion o# Schedule 5ecords
Scheduled $illing d"te
6nd o, the *i##in' %eriod8 Portions should )e )illed 7or the 7irst time on this d$te. The length o7 the
scheduled )illing period (period length in con*unction /ith this d$te determine the d$te o7 the neAt
)illing.
Schedu#ed *i##in' d$te8
<$te on /hich )illing o7 contr$cts th$t )elong to $ p$rticul$r portion should )egin.
This d$te is c$lcul$ted $s 7ollo/s during gener$tion o7 the schedule records. <$te o7 the end o7 the
)illing period o7 the schedule record: minus the num)er o7 d$ys )et/een the end o7 the )illing period
$nd the scheduled )illing d$te o7 the schedule m$ster record.
The SAP c$lend$r is used 7or this.
6nd o, the meter re$din' %eriod8 Used $s the )$seline d$te 7or determining the schedules o7 the
7ollo/ing meter re$ding periods. This d$te m$y not )e l$ter th$n the end o7 the )illing period 7or the
$lloc$ted portion.
Schedu#ed meter re$din' d$te8 <$te on /hich $ll eAtr$pol$tions $nd estim$tions $re per7ormed.
(C SAP A% IUT110 11
..14
SAP AG 1999
Impl"usi$le
<5
results
Impl"usi$le
<5
results
Pl"usi$le
<5
results
Pl"usi$le
<5
results
<5
order
<5
order
0illing order 0illing order
0illing order 0illing order 0illing
document
0illing
document
<5
order cre"tion
<5
entry
0illing Inoicing
<5
correction
0illing Process4 6erie&
0ill printout 0ill printout
0ill
printout
(C SAP A% IUT110 1!
..15
SAP AG 1999
3eneration
o- billing
line ite"s
3eneration
o- billing
line ite"s
4ali'ation
o- "eter
rea'ing
res,lts
4ali'ation
o- "eter
rea'ing
res,lts
E)ec,tion
o- *ariant
progra"s
accor'ing to
sc+e"a
E)ec,tion
o- *ariant
progra"s
accor'ing to
sc+e"a
5,antit#
con*ersion
an'
proration
5,antit#
con*ersion
an'
proration
/ata
entr#
an'
anal#sis
/ata
entr#
an'
anal#sis
9"t" rel"ting to
customer "nd
inst"ll"tion
5"te d"t" Procedure d"t"
Contr"ct
5"te
deter-
min"tion
. . .
Sche'a 1
Rate Iar.2r. Ialues
5"te 1
1 IarPro&. A 61
2 IarPro&. + 62
. . .
5"te 2
1 IarPro&. A 63
2 IarPro&. ! 64
3 IarPro&. * 65
. . .
. . .
. . .
5"te n
1 IarPro&. A 666
;
H
;
C
U
T
I
6
!
Inst"ll"tion
5
"
t
e c
"
t
e
g
o
r
y
5
"
t
e

t
y
p
e
Prices "nd
r"te #"cts
5"te 1
5"te n
Uniers"l 0illing ;ngine
Inst. structure
5"te c"t. #"cts/
Inst"ll"tion #"cts
(C SAP A% IUT110 1#
..16
SAP AG 1999
;nergy price
9em"nd price
Serice price
Se"son-$"sed
"lues "nd "ri"nts
0loc1 "nd sc"le
prices
Us"ge hours
0est-r"te $illing
9ecision "ri"nts
0illing
Gener"l 0illing 2unctions
=nergy price
6e$sured or c$lcul$ted consumption is +$lu$ted using energy ch$rges. 4or eA$mple.
Ad*ustment o7 c$lcul$ted consumption o+er the course o7 the )illing period
Comp$rison /ith m$Aimum/minimum purch$se "u$ntities $nd 7urther processing o7 di77erence
"u$ntities
0re$3do/n/+$lu$tion o7 energy "u$ntities using di77erent percent$ge r$tes or time criteri$
<em$nd price
6e$sured or c$lcul$ted dem$nd is +$lu$ted using dem$nd prices. The num)er o7 the me$sured dem$nd
+$lues used 7or c$lcul$ting the dem$nd to )e )illed is +$ri$)le. 4or eA$mple.
Comp$rison /ith minimum dem$nd: m$Aimum dem$nd: or other dem$nd est$)lished in the contr$ct:
$nd 7urther processing o7 the di77erence dem$nd (such $s eAcess dem$nd
0re$3do/n $nd +$lu$tion o7 dem$nd using di77erent percent$ge r$tes
Ser+ice price
Any num)er o7 dem$nd repl$cement +$lues c$n )e +$lu$ted /ith time-)$sed prices 7or the supplying o7
energy. The dem$nd repl$cement +$lues c$n $lso )e le+ied $s $ 7l$t r$te.
0loc3 $nd sc$le prices
Se$son-)$sed +$lues $nd +$ri$nts
<ecision +$ri$nts
(C SAP A% IUT110 1&
..17
SAP AG 1999
JUA!TIT> 2ACT65 JUA!TIT>
C"lcul"tes 3T o# " /u"ntity
JUA!TIT> 2ACT65 JUA!TIT>
C"lcul"tes 3T o# " /u"ntity
. . .
. . .
. . .
. . .
!U<0;5 62 9;<A!9 P;A7S 9;<A!9
C"lcul"tes ! pe"1 "er"ges
!U<0;5 62 9;<A!9 P;A7S 9;<A!9
C"lcul"tes ! pe"1 "er"ges
9;<A!9 P5IC; 0I**I!G *I!; IT;<S
?"lu"tes dem"nd &ith " price
9;<A!9 P5IC; 0I**I!G *I!; IT;<S
?"lu"tes dem"nd &ith " price
. . .
. . .
JUA!TIT> JUA!TIT> JUA!TIT>
9i##erence o# t&o /u"ntities
JUA!TIT> JUA!TIT> JUA!TIT>
9i##erence o# t&o /u"ntities
. . .
. . .
. . .
. . .
JT> P5IC; 0I**I!G *I!; IT;<S
?"lu"tes energy &ith " price
JT> P5IC; 0I**I!G *I!; IT;<S
?"lu"tes energy &ith " price
ACTQ78B 0., ACTQ,0T
ACTQ78B 0., ACTQ,0T
5;ACTQ78B - ACTQ,0T 0I**Q5;ACT
5;ACTQ78B - ACTQ,0T 0I**Q5;ACT
0I**Q5;ACT U!I 0.0A 0I**I!G *I!;
IT;<S
0I**Q5;ACT U!I 0.0A 0I**I!G *I!;
IT;<S
?"ri"nt pool
?"ri"nt pool
?"ri"nt pool
?"ri"nt pool
Contr"ct te3t4
The re"ctie energy th"t e3ceeds ,0T
o# the "ctie energy is "lu"ted using "
sep"r"te price.
Contr"ct te3t4
The re"ctie energy th"t e3ceeds ,0T
o# the "ctie energy is "lu"ted using "
sep"r"te price.
I
I
I
I
I
-
;3"mple4 0illing 5ule #or ;lectricity
(C SAP A% IUT110 1'
..18
SAP AG 1999
0illing
0ill"$ility chec1
Consider"tion o#
register
rel"tionships
<"nu"l credit
memos "nd
$"c1$illing
0illing o# comp"ny
"nd pl"nt
consumption
9etermin"tion o#
t"3es% duties% "nd
ch"rges
;nergy #eeding
#rom sm"ll po&er
producers
Speci"l 0illing 2unctions
(C SAP A% IUT110 1,
..1.
SAP AG 1999
Simul"tion 0illing
IS IS- -U U
0illing types
Re*ersebilling
Billing'ate
reac+e'
Enterselection
criteria
C+oosebilling
t#pe
Billing
c+osen
Si",lation
c+osen
Start
billing
Startsi",lation
C+eckbilling
'oc,"ents
C+eck
si",lation
'oc,"ents
Startin*oicing
si",lation
Billing'oc,"ents
i"pla,sible
Billing'oc,"ents
correct
Billing 'oc,"ents
incorrect
O,tsort
'oc,"ents
Startin*oicing
Choose
$illing type
9escription4
!reation o8 )illin& docu'ents used
onl" 8or 8urther 2rocessin& in
in(oicin&
9escription4
!reation o8 si'ulation
docu'ents that are onl" used 8or
8urther 2rocessin& in in(oicin&
si'ulation
Processing steps4
+illin& order is retained and
and can still )e used 8or
si'ulation
%eter readin& results can still
)e chan&ed
Si'ulation docu'ent is
created
Processing steps4
-he )illin& order is deleted and
cannot )e )illed a&ain
%eter readin& results cannot )e
chan&ed a&ain
+illin& docu'ent is created
0illing "nd Simul"tion
(C SAP A% IUT110 1-
..20
SAP AG 1999
Re*ersebilling
Billing'ate
reac+e'
Enterselection
criteria
C+oosebilling
t#pe
Billing
c+osen
Si",lation
c+osen
Start
billing
Startsi",lation
C+eckbilling
'oc,"ents
C+eck
si",lation
'oc,"ents
Startin*oicing
si",lation
Billing'oc,"ents
i"pla,sible
Billing'oc,"ents
correct
Billing 'oc,"ents
incorrect
O,tsort
'oc,"ents
Startin*oicing
Choose
simul"tion
type
IS IS- -U U
Simul"tion
types
Simul"tion
0illing
simul"tion
9escription4
+illin& can )e si'ulated <ithout a
)illin& order 8or an" &rou2 and 8or
an" 2eriod o8 ti'e.
Processing steps4
Si'ulation 2eriod can )e
8reel" de8ined
.6tra2olation that ta$es
account o8 'eter readin&
results
Period can alread" ha(e )een
)illed
9escription4
+illin& is si'ulated on the )asis
o8 a )illin& order that can )e
2rocessed.
Processing steps4
Period is deter'ined )" the
)illin& order
%eter readin& results rele(ant
to )illin& are reCuired
Ialuation o8 )illin&
+illa)ilit" chec$
Simul"tion Types
(C SAP A% IUT110 20
..21
SAP AG 1999
Re*ersebilling
Billing'ate
reac+e'
Enterselection
criteria
C+oosebilling
t#pe
Billing
c+osen
Si",lation
c+osen
Start
billing
Startsi",lation
C+eckbilling
'oc,"ents
C+eck
si",lation
'oc,"ents
Startin*oicing
si",lation
Billing'oc,"ents
i"pla,sible
Billing'oc,"ents
correct
Billing 'oc,"ents
incorrect
O,tsort
'oc,"ents
Startin*oicing
Chec1
documents
Simul"tion
document
Simul"tion
0illing
document
0illing
9escription4
Si'ulation 2roduces a si'ulation
docu'ent
+illin& 2roduces a )illin& docu'ent
Purpose
*ocu'ents the 2rocedure
Sa(es and (alidates the results
Used 8or 8urther 2rocessin& o8
)illin& line ite's
9ocument Types
(C SAP A% IUT110 21
..22
SAP AG 1999
Intern"l $illing
d"t"
Account d"t"
Print d"t"
<eter re"ding
d"t"
9eice d"t"
Price d"t"
0illing
line items
9ocuments
#rom
9 Simul"tion
9 0illing
Re*ersebilling
Billing'ate
reac+e'
Enterselection
criteria
C+oosebilling
t#pe
Billing
c+osen
Si",lation
c+osen
Start
billing
Startsi",lation
C+eckbilling
'oc,"ents
C+eck
si",lation
'oc,"ents
Startin*oicing
si",lation
Billing'oc,"ents
i"pla,sible
Billing'oc,"ents
correct
Billing 'oc,"ents
incorrect
O,tsort
'oc,"ents
Startin*oicing
Chec1
documents
5"te d"t"
9ocument In#orm"tion
(C SAP A% IUT110 22
..23
SAP AG 1999
9ocuments
#rom
9 Simul"tion
9 0illing
Re*ersebilling
Billing'ate
reac+e'
Enterselection
criteria
C+oosebilling
t#pe
Billing
c+osen
Si",lation
c+osen
Start
billing
Startsi",lation
C+eckbilling
'oc,"ents
C+eck
si",lation
'oc,"ents
Startin*oicing
si",lation
Billing'oc,"ents
i"pla,sible
Billing'oc,"ents
correct
Billing 'oc,"ents
incorrect
O,tsort
'oc,"ents
Startin*oicing
Process
documents
#urther
0illing
reers"l
6utsorting
Inoicing
Inoicing
simul"tion
2urther Processing o# 9ocuments
(C SAP A% IUT110 21
..24
SAP AG 1999
6utsort
documents
Autom"tic
IS IS- -U U
<"nu"l
Re*ersebilling
Billing'ate
reac+e'
Enterselection
criteria
C+oosebilling
t#pe
Billing
c+osen
Si",lation
c+osen
Start
billing
Startsi",lation
C+eckbilling
'oc,"ents
C+eck
si",lation
'oc,"ents
Startin*oicing
si",lation
Billing'oc,"ents
i"pla,sible
Billing'oc,"ents
correct
Billing 'oc,"ents
incorrect
O,tsort
'oc,"ents
Startin*oicing
6utsort
documents
9escription4
+illin& docu'ents <hich ha(e
8ailed (alidation are outsorted
auto'aticall".
Possi$le "lid"tions4
Percenta&e or a)solute
a'ount that the )illin&
docu'ent e6ceeds or 8alls
)elo< the 8ollo<in&0
A'ount li'it
+ill su' total
+ud&et )illin&
+ills <ith a )alance o8 Bero
9escription4
+illin& docu'ents 8or a contract
8or <hich the outsortin& indicator
is set are not auto'aticall"
2rocessed 8urther.
Purpose
!hec$ s2ecial contract )illin&
docu'ents
!hec$ ne< rates
!hec$ consu'2tion (alues in
co'2le6 installations
!hec$ 2roration 8or di88erent
ti'e slices
6utsorting Procedure
(C SAP A% IUT110 2!
..25
SAP AG 1999
0ill
printout
0illing Inoicing
6utsort
documents
Chec1
documents
;3ception
list
Re*ersebilling
Billing'ate
reac+e'
Enterselection
criteria
C+oosebilling
t#pe
Billing
c+osen
Si",lation
c+osen
Start
billing
Startsi",lation
C+eckbilling
'oc,"ents
C+eck
si",lation
'oc,"ents
Startin*oicing
si",lation
Billing'oc,"ents
i"pla,sible
Billing'oc,"ents
correct
Billing 'oc,"ents
incorrect
O,tsort
'oc,"ents
Startin*oicing
6utsort
documents
5ele"se
documents
5eerse
documents
6utsorting re"sons
2"iled "lid"tion
Indic"tor set in the contr"ct
2urther processing
5eers"l
5ele"se
6utsorting Process
(C SAP A% IUT110 2#
..26
SAP AG 1999
5eerse $illing
Indiidu"l
reers"l
IS IS- -U U
<"ss
reers"l
Re*ersebilling
Billing'ate
reac+e'
Enterselection
criteria
C+oosebilling
t#pe
Billing
c+osen
Si",lation
c+osen
Start
billing
Startsi",lation
C+eckbilling
'oc,"ents
C+eck
si",lation
'oc,"ents
Startin*oicing
si",lation
Billing'oc,"ents
i"pla,sible
Billing'oc,"ents
correct
Billing 'oc,"ents
incorrect
O,tsort
'oc,"ents
Startin*oicing
5eerse
documents
9escription4
4nl" one )illin& docu'ent is
re(ersed. -his can occur <ith or
<ithout a su)seCuent correction
)ill.
Possi$le re"sons4
Incorrect conditions 8or
nonresidential contract
Incorrect 'eter readin& result
-echnical 8ault
...
9escription4
%ore than one docu'ent is
re(ersed. Selection ta$es 2lace
usin& docu'ent inter(als or lists
o8 indi(idual docu'ents.
Possi$le re"sons4
Incorrect settle'ent &rou2
Incorrect rates and 2rices
Incorrect sales ta6
...
0illing 5eers"l
(C SAP A% IUT110 2&
..27
SAP AG 1999
2.1A.00
Incorrect
$illing document
@ane S'ith
.lectricit". . . . . 900
Gas . . . . . . 1.000
#ater . . . . . . 100
Tot"l . . . . . 2.A00
9ocument
outsorted
9ocument
impl"usi$le
5eerse
$illing
Correct d"t"
5est"rt
$illing
2.2+.00
5eersed
$illing document
0illing order
2.2-.00
Corrected
$illing document
@ane S'ith
.lectricit" . . . . 600
Gas . . . . . 1.000
#ater . . . . . . 100
Tot"l . . . . . 2.+00
5eers"l indic"tor set
@ane S'ith
.lectricit" . . . . 900
Gas . . . . . 1.000
#ater . . . . . . 100
Tot"l . . . . . 2.A00
Re*ersebilling
Billing'ate
reac+e'
Enterselection
criteria
C+oosebilling
t#pe
Billing
c+osen
Si",lation
c+osen
Start
billing
Startsi",lation
C+eckbilling
'oc,"ents
C+eck
si",lation
'oc,"ents
Startin*oicing
si",lation
Billing'oc,"ents
i"pla,sible
Billing'oc,"ents
correct
Billing 'oc,"ents
incorrect
O,tsort
'oc,"ents
Startin*oicing
5eerse
documents
0illing 5eers"l Process
(C SAP A% IUT110 2'
..28
SAP AG 1999
0illing processes $illing orders% "lu"tes consumption
"nd dem"nd% "nd cre"tes $illing documents #or inoicing.
There "re t&o types o# $illing4
Simul"tion% &hich cre"tes simul"tion documents
0illing% &hich cre"tes $illing documents
6utsorted $illing documents re/uire "ddition"l
processing - 9ocuments must $e either rele"sed or
reersed. 5e"sons #or outsorting4
2"iled "lid"tion
Indic"tor set in the contr"ct
Indiidu"l or m"ss reers"ls en"$le /uic1 correction "nd
su$se/uent $illing.
0illing4 Unit Summ"ry
(C SAP A% IUT110 2,
..2.
SAP AG 1999
Inoicing lin1s contr"ct $illing to contr"ct "ccounts
recei"$le "nd p"y"$le% "nd prep"res $ill printout.
The $ill sum tot"l is determined "#ter settlement o#
the $illing documents "g"inst the $udget $illings
"lre"dy p"id% "nd "g"inst the t"3es% ch"rges% "nd
duties th"t "re due.
2le3i$le settlement options% such "s p"yments to
open items reduce the "mount o# processing
re/uired.
SAP Utilities
Inoicing4 Introduction
The )ill sum tot$l is c$lcul$ted $s 7ollo/s.
0ill sum tot$l J Tot$l recei+$)les 7rom )illing
- p$id )udget )illings
- other credits (credit memo: p$yment on $ccount
Y other recei+$)les ()$c3)illing: dunning ch$rge
(C SAP A% IUT110 2-
..30
SAP AG 1999
<oe-out processing in the customer center4
<oe-out d"te "nd meter re"dings reported $y
telephone.
Impl"usi$le meter re"ding re/uires meter re"ding $y the
comp"ny.
<eter re"ding processing4
Cre"te meter re"ding order
;ntry or estim"tion o# meter re"ding results
St"rt o# $illing "nd inoicing4
2in"l $illing% #ollo&ed $y inoicing
Inoicing4 0usiness Scen"rio
(C SAP A% IUT110 10
..31
SAP AG 1999
<eter re"ding
0illing
Inoicing
The process th"t lin1s the $illing documents
to contr"ct "ccounts recei"$le "nd
p"y"$le% "nd proides the $"sis #or $ill
cre"tion.
9e#inition o# Inoicing
(C SAP A% IUT110 11
..32
SAP AG 1999
2I 2I- -CA CA
IS IS- -U U
0illing4
Pro(ides the 2rocesses rele(ant
to 2a"'ent and 'ana&es the
indi(idual accounts.
Inoice-rele"nt tr"ns"ctions
+illin& docu'ents
!redit 'e'os
+ac$)illin&s
Contr"ct "ccounts recei"$le
"nd p"y"$le4
!ontract Accounts Recei(a)le and
Pa"a)le 'a$es a(aila)le ite's
rele(ant 8or 2a"'ent and 'ana&es
the indi(idual accounts.
Inoice-rele"nt tr"ns"ctions
42en ite's
Paid )ud&et )illin&s
%anual 2ostin&s
*unnin& char&es
Pa"'ents on account
Inoicing
+ill 2rintout
+ud&et )illin& 2lan
*ue date deter'ination
Settle'ent
Use o8 credits
Inoicing4 6erie&
(C SAP A% IUT110 12
..33
SAP AG 1999
Inoicing
Moint inoicing
Cross-comp"ny
code inoicing
Account
determin"tion
0udget $illing
settlement
Credit settlement
Cre"tion o#
$udget $illing
pl"n
9ue d"te
determin"tion
Settlement "g"inst
#irst $udget $illing
T"s1s o# Inoicing
In+oicing is the process th$t ingr$tes contr$ct )illing /ith the Contr$ct Accounts 5ecei+$)le $nd P$y$)le
(4I-CA component. It $lso 7orms the )$sis 7or )ill cre$tion.
In+oicing is used 7or the 7ollo/ing.
%rouping together )illing documents o7 contr$cts 7rom the s$me contr$ct $ccount into one *oint )ill.
Posting documents to 4I-CA (su)-ledger $ccounting
Supplying )ill printout documents 7or )ill cre$tion
Processing )udget )illing pl$ns
(C SAP A% IUT110 11
..34
SAP AG 1999
In*oicing
Re*ersal
/ate-or
in*oicing
reac+e'
Enterselection
criteria
C+oose
in*oicingt#pe
In*oicingc+osen
In*oicing
si",lation
c+osen
Startin*oicing
Startin*oicing
si",lation
C+eck
si",lation
'oc,"ents
Si",latebill
printo,t
In*oicing
'oc,"ents
i"pla,sible
In*oicing
'oc,"ents
correct
In*oicing
'oc,"ents
incorrect
O,tsort
'oc,"ents
Startbill
printo,t
C+eckbill
printo,t
'oc,"ent
C+eckt+eFI-C
'oc,"ent
St"rt
inoicing
Cre"tion o# inoicing units
Summ"ry o# the $illing documents in "
contr"ct "ccount c"n $e controlled "t contr"ct leel.
<"nd"tory
Contr"cts #or &hich the documents must $e inoiced together
6ption"l
Contr"cts #or &hich the documents c"n $e inoiced together
;3clusie
Contr"cts #or &hich the documents must $e inoiced sep"r"tely
Inoicing Units
(C SAP A% IUT110 1!
..35
SAP AG 1999
Contr"ct 1
<"nd"tory
Moint inoice
Contr"ct 1
<"nd"tory
Moint inoice
Contr"ct 2
<"nd"tory
Moint inoice
Contr"ct 2
<"nd"tory
Moint inoice
Contr"ct +
<"nd"tory
Moint inoice
Contr"ct +
<"nd"tory
Moint inoice
Contr"ct
6ption"l
Moint inoice
Contr"ct
6ption"l
Moint inoice
9ocument
6ption"l
9ocument
6ption"l
9ocument +
<"nd"tory
9ocument +
<"nd"tory
9ocument 1
<"nd"tory
9ocument 1
<"nd"tory
9ocument
6ption"l
9ocument
6ption"l
0illing
Contr"ct
;3clusie inoice
Contr"ct
;3clusie inoice
9ocument
;3clusie
9ocument
;3clusie
9ocument
;3clusie
9ocument
;3clusie
Inoicing
Contr"ct "ccount
0
i
l
l
0
i
l
l
<"nd"tory "nd 6ption"l Contr"cts4 1
(C SAP A% IUT110 1#
..36
SAP AG 1999
Contr"ct 1
<"nd"tory
Moint inoice
Contr"ct 1
<"nd"tory
Moint inoice
Contr"ct 2
<"nd"tory
Moint inoice
Contr"ct 2
<"nd"tory
Moint inoice
Contr"ct +
<"nd"tory
Moint inoice
Contr"ct +
<"nd"tory
Moint inoice
Contr"ct
6ption"l
Moint inoice
Contr"ct
6ption"l
Moint inoice
9ocument
6ption"l
9ocument
6ption"l
9ocument +
<"nd"tory
9ocument +
<"nd"tory
9ocument 1
<"nd"tory
9ocument 1
<"nd"tory
9ocument
9ocument
Contr"ct
;3clusie inoice
Contr"ct
;3clusie inoice
9ocument
;3clusie
9ocument
;3clusie
9ocument
;3clusie
9ocument
;3clusie
9ocument 2
<"nd"tory
9ocument 2
<"nd"tory
0
i
l
l
0
i
l
l
0illing Inoicing
Contr"ct "ccount
<"nd"tory "nd 6ption"l Contr"cts4 2
(C SAP A% IUT110 1&
..37
SAP AG 1999
In*oicing
Re*ersal
/ate-or
in*oicing
reac+e'
Enterselection
criteria
C+oose
in*oicingt#pe
In*oicingc+osen
In*oicing
si",lation
c+osen
Startin*oicing
Startin*oicing
si",lation
C+eck
si",lation
'oc,"ents
Si",latebill
printo,t
In*oicing
'oc,"ents
i"pla,sible
In*oicing
'oc,"ents
correct
In*oicing
'oc,"ents
incorrect
O,tsort
'oc,"ents
Startbill
printo,t
C+eckbill
printo,t
'oc,"ent
C+eckt+eFI-C
'oc,"ent
St"rt
inoicing
SAP $illing documents
IS-U $illing documents
S9 $illing documents
P< / S< $illing documents
;3tern"l $illing documents i" the st"nd"rd
I9oc inter#"ce
Be"ting costs $illing
Telecommunic"tions
Comp"ny code "lloc"tion
Inoicing &ithin " comp"ny code
Cross-comp"ny code inoicing
Inoicing 6ptions
(C SAP A% IUT110 1'
..38
SAP AG 1999
;3tern"l ;3tern"l
IS IS- -U U
S9 S9
CS CS
0ill
@ane S'ith
....
.lectricit" . . . . . . 600
%aintenance . . . . 1.500
-el. co'. . . . . . . 100
Tot"l . . . . . 2..00
SAP systems4
!entral in(oicin& o8 all
2rocesses 8ro' consu'2tion
)illin&; sales and distri)ution
and ser(ice 'ana&e'ent
si'2li8" the transactions.
Inoice-rele"nt tr"ns"ctions
IS-U consu'2tion )illin&
S* Sales and *istri)ution
!S !usto'er Ser(ice
;3tern"l systems4
Usin& standard )illin&
docu'ents; )illin& results 8ro'
e6ternal s"ste's can )e in(oiced
and 'onitored to&ether <ith
consu'2tion )illin& results.
Source o# 0illing 9ocuments
Inoice-rele"nt tr"ns"ctions
-eleco''unications
5eatin& costs )illin&
4ther un)undlin& ser(ices
(C SAP A% IUT110 1,
..3.
SAP AG 1999
5"di"tor U!I +,
5"di"tor U!I +,
8"ste &"ter U!I ,0
G"r$"ge U!I -0
8"ste &"ter U!I ,0
G"r$"ge U!I -0
;lectricity U!I 1,
8"ter U!I A0
G"s U!I .0
;lectricity U!I 1,
8"ter U!I A0
G"s U!I .0
;lectricity
connection U!I .,
;lectricity
connection U!I .,
G"s he"ting U!I -,
G"s he"ting U!I -,
Sim"li!ie
e%am"le
without ta%
C"$le T? U!I +0
C"$le T? U!I +0
Account4 A. Smith
0illing L-C11 U!I 1.0
Single items per
recei"$le4
0illing L1 ...
0illing L2 ...
................
E)ternal billing
'oc,"ent 67
Ser*ice)# $(I 78
0illing
summ"ry
IS-U
- 6ne diision #or seer"l
contr"cts (@un$undling@ electricity
r"te)
- "rious diisions (electricity%
g"s% &"ter)
SAP "pplic"tions
S9/CS "nd IS-U inoices
Also $illing #rom e3tern"l systems
9ispos"l serice L1 Supply serice L2 ;nergy #eeding L+ 6ther serices L-
1otal c+arges 697::
Billing;6:-67< $(I =:8
-B,'get billings pai' ;6:-6>< $(I >>8
Bill s,"total $(I :?8
',e on 8:%:=%2888
S"le L,
<"inten"nce #ee LA
Inoicing ?"rious Serices
(C SAP A% IUT110 1-
..40
SAP AG 1999
Consumption $ill. L1
6ther Serices L+
!a)le -I 1/0 UDI
6ther serices L2
#aste <ater 500 UDI
#aste dis2osal 200 UDI
Tot"l ch"rges L-C114 Tot"l ch"rges L-C114
+illin& +illin& :K1 :K1- -K3> K3> 39/0 UDI 39/0 UDI
- - a'ount 2aid :K1 a'ount 2aid :K1- -K3> K3>- -3600 UDI 3600 UDI
a'ount outstandin&0 a'ount outstandin&0 3/0 UDI 3/0 UDI
due on 11596 due on 11596
Account Smith ( Account Smith (3y 3y) )
Re. Re. K4111 3/0 UDI K4111 3/0 UDI
*ine items #or e"ch
re/uirement4
0illing L1 (3y) ...
0illing L2 (::) ...
0illing L+ (rs) ...
Gener"l ledger 02
*oc"l "uthority ::
General led&er 01
9ep. o# &or1s 3y
Gener"l ledger 0+
:not rele(ant 8or 8in.
state'ents>
T? comp"ny @rs@
5e/. electricity
5e/. g"s
5e/. &"ter
8"ste &"ter re/.
8"ste dispos"l re/.
C"$le T? re/.
Contr"cts
#or P3y@
CoCd. 01
Contr"cts
#or @::@
CoCd. 02
Contr"cts
#or @::@
CoCd. 0+
2I-CA
Tot"l Ch"rges L-C11
9ep. o# &or1s 3y4
Cross-comp"ny code $illing #or
loc"l "uthority ::4
Cross-comp"ny code $illing
#or T? comp"ny rs4
Cross'com"any
coe (illing
Thir "arty (illing
IS IS- -U U
2I 2I
Cross-comp"ny code inoicing
.lectricit" 1000 UDI
Gas 1500 UDI
#ater 600 UDI
<ies ist d$s 0eispiel einer 4$3turierung 7Fr +erschiedene 0uchungs3reise.
<ie St$dt/er3e Ay +ersorgen ihre Iunden mit Strom: %$s und 2$sser.
Sie rechnen $)er $uch im Au7tr$g der Iommune 99 A)/$sser und 6Fll$)7uhr $).
4Fr die I$)el7ernsehgesellsch$7t rs rechnen sie die %e)Fhren 7Fr I$)el-T@ $).
All dies geschieht im sel)en SAP-System: o)/ohl es sich um +erschiedene Unternehmen h$ndelt.
(C SAP A% IUT110 !0
..41
SAP AG 1999
0"seline d"te E terms o# p"yment F $ill due d"te
Fakt,ra
stornieren
1er"in-@r
Fakt,ra
erreic+t
Selektions-
kriterien
eingeben
rt'er
Fakt,ra
wA+len
Fakt,ra
gewA+lt
Fakt,ra-
si",lation
gewA+lt
Startin*oicing
Fakt,ra-
si",lation
starten
Si",lations-
belege
pr@-en
Rec+n,ngs-
'r,ck
si",lieren
Fakt,ra-
belege
,npla,sibel
Fakt,ra-
belege
korrekt
Fakt,ra-
belege
-e+ler+a-t
Belege
a,sste,ern
Rec+n,ngs-
'r,ck
starten
C+eckbill
printo,t
'oc,"ent
C+eckt+eFI-C
'oc,"ent
St"rt
inoicing
The $ill due d"te is determined #rom the
#ollo&ing "ttri$utes4
Terms o# p"yment
These determine the source o# the $"seline d"te
0"seline d"te4
Posting d"te% document d"te% or system d"te
Terms o# p"yment
Alloc"ted to the contr"ct "ccount centr"lly
C"n $e di##erenti"ted #or incoming "nd outgoing p"yment
I# " $ill #"lls due on " holid"y% the $ill due d"te c"n $e
corrected to #"ll on " &or1ing d"y.
C"n $e speci#ied #or e"ch comp"ny inCustomi:ing
0ill 9ue 9"te
<$s 5echnungs7Zllig3eitsd$tum 3$nn $uch mit dem ersten A)schl$g 9us$mmengelegt /erden.
(C SAP A% IUT110 !1
..42
SAP AG 1999
Credit memos/
$"c1$illings
Credit memos/
$"c1$illings
0illing
documents
0illing
documents
2I-CA documents 2I-CA documents 0udget $illing pl"ns 0udget $illing pl"ns
Posting docs. 2I-CA
Print
documents
Fakt,ra
stornieren
1er"in-@r
Fakt,ra
erreic+t
Selektions-
kriterien
eingeben
rt'er
Fakt,ra
wA+len
Fakt,ra
gewA+lt
Fakt,ra-
si",lation
gewA+lt
Startin*oicing
Fakt,ra-
si",lation
starten
Si",lations-
belege
pr@-en
Rec+n,ngs-
'r,ck
si",lieren
Fakt,ra-
belege
,npla,sibel
Fakt,ra-
belege
korrekt
Fakt,ra-
belege
-e+ler+a-t
Belege
a,sste,ern
Rec+n,ngs-
'r,ck
starten
C+eckbill
printo,t
'oc,"ent
C+eckt+eFI-C
'oc,"ent
St"rt
inoicing
St"rt
inoicing
9ocument 2lo& in Inoicing
(C SAP A% IUT110 !2
..43
SAP AG 1999
In*oicing
Re*ersal
/ate-or
in*oicing
reac+e'
Enterselection
criteria
C+oose
in*oicingt#pe
In*oicingc+osen
In*oicing
si",lation
c+osen
Startin*oicing
Startin*oicing
si",lation
C+eck
si",lation
'oc,"ents
Si",latebill
printo,t
In*oicing
'oc,"ents
i"pla,sible
In*oicing
'oc,"ents
correct
In*oicing
'oc,"ents
incorrect
O,tsort
'oc,"ents
Startbill
printo,t
C+eckbill
printo,t
'oc,"ent
C+eckt+eFI-C
'oc,"ent
St"rt
inoicing
In IS-U cle"ring processing% settlement
comprises the #ollo&ing "ctiities4
Autom"tic determin"tion o# the purpose o#
" p"yment "mount &hen " p"yment tr"ns"ction
is entered.
Autom"tic "lloc"tion o# posted open items to e"ch
other in "ccount m"inten"nce.
The selected items "re cle"red or p"rti"lly
cle"red on the $"sis o# these "lloc"tions.
Settlement control is #le3i$le "nd en"$les you to
model your o&n cle"ring str"tegy in Customi:ing.
Settlement4 6erie&
(C SAP A% IUT110 !1
..44
SAP AG 1999
Print
documents
SAP spool
6utput
5"& d"t"
inter#"ce
Archie
9e"r <"d"m/Sir4 In re#erence to your letter o#
D/2C...
9e"r <"d"m/Sir4 In re#erence to your letter o# D/2C...
9e"r <"d"m/Sir4 In re#erence to your letter o# D/2C...
0ill d"te
In*oicing
Re*ersal
/ate-or
in*oicing
reac+e'
Enterselection
criteria
C+oose
in*oicingt#pe
In*oicingc+osen
In*oicing
si",lation
c+osen
Startin*oicing
Startin*oicing
si",lation
C+eck
si",lation
'oc,"ents
Si",latebill
printo,t
In*oicing
'oc,"ents
i"pla,sible
In*oicing
'oc,"ents
correct
In*oicing
'oc,"ents
incorrect
O,tsort
'oc,"ents
Startbill
printo,t
C+eckbill
printo,t
'oc,"ent
C+eckt+eFI-C
'oc,"ent
St"rt $ill
printout
Print
document
re"dy #or
output
Select print
document
Choose
output type
St"rt
output
<"il processing
0ill Printout Procedure
(C SAP A% IUT110 !!
..45
SAP AG 1999
0ill
reers"l
IS IS- -U U
2ull
reers"l
In*oicing
Re*ersal
/ate-or
in*oicing
reac+e'
Enterselection
criteria
C+oose
in*oicingt#pe
In*oicingc+osen
In*oicing
si",lation
c+osen
Startin*oicing
Startin*oicing
si",lation
C+eck
si",lation
'oc,"ents
Si",latebill
printo,t
In*oicing
'oc,"ents
i"pla,sible
In*oicing
'oc,"ents
correct
In*oicing
'oc,"ents
incorrect
O,tsort
'oc,"ents
Startbill
printo,t
C+eckbill
printo,t
'oc,"ent
C+eckt+eFI-C
'oc,"ent
Inoicing
5eers"l
Tr"ns"ctions
Re(ersal o8 ,I-!A docu'ent
Re(ersal o8 )ill 2rintout
docu'ent
Possi)le reasons0
Incorrect la"out
Printin& 2ro)le's
Inoicing 5eers"l
%ass re(ersal
or
Sin&le re(ersal
0ill reers"l4
+ill 2rintout and ,I-!A docu'ents 8or
)ills or 2artial )ills are re(ersed )"
selectin& usin& a reconciliation $e"
or docu'ent nu')er.
2ull reers"l4
In addition to the )ill; )illin&
docu'ents are also re(ersed )"
selectin& usin& a docu'ent
nu')er. ,ull re(ersal does not
include re(ersal o8 2artial )illin&
docu'ents.
Tr"ns"ctions
Re(ersal o8 ,I-!A docu'ent
Re(ersal o8 )ill 2rintout
docu'ent
Re(ersal o8 )illin& docu'ent
Possi)le reasons0
Incorrect )illin&
Inoicing 5eers"l
(C SAP A% IUT110 !#
..46
SAP AG 1999
9ocument
outsorted
9ocument
impl"usi$le
5eerse
inoice
Correct d"t"
5est"rt
inoicing
0illing
document
!e& $ill
@ane S'ith
....
.lectricit". . . 900
Gas . . . . . . 1.000
#ater . . . . . 100
0ud. $illings
2.,00
5ecei"$le . . 100
0ill
@ane S'ith
....
.lectricit" . . . . 900
Gas . . . . . 1.000
#ater . . . . . . 100
0ud. $illings 2.D00
Credit memo . . +00
5eers"l indic"tor set
5eersed $ill
@ane S'ith
....
.lectricit" . . . . 900
Gas . . . . . 1.000
#ater . . . . . . 100
0ud. $illings
2.D00
Credit memo . . +00
In*oicing
Re*ersal
/ate-or
in*oicing
reac+e'
Enterselection
criteria
C+oose
in*oicingt#pe
In*oicingc+osen
In*oicing
si",lation
c+osen
Startin*oicing
Startin*oicing
si",lation
C+eck
si",lation
'oc,"ents
Si",latebill
printo,t
In*oicing
'oc,"ents
i"pla,sible
In*oicing
'oc,"ents
correct
In*oicing
'oc,"ents
incorrect
O,tsort
'oc,"ents
Startbill
printo,t
C+eckbill
printo,t
'oc,"ent
C+eckt+eFI-C
'oc,"ent
5eerse
documents
Procedure #or 0ill 5eers"l
(C SAP A% IUT110 !&
..47
SAP AG 1999
2-.2.D.
Corrected
$illing document
@ane S'ith
.lectricit" . . . . . 600
Gas . . . . . 1.000
#ater . . . . . . 100
Tot"l . . . . . 2.+00
!e& $ill
@ane S'ith
....
.lectricit" . . . 900
Gas . . . . . 1.000
#ater . . . . . 100
0ud. $illings 2.,00
Tot"l . . . . . 100
0illing order
Incorrect
$illing document
@ane S'ith
.lectricit" . . . . . 900
Gas . . . . . . 1.000
#ater . . . . . . 100
Tot"l . . . . . 2.A00
0ill
@ane S'ith
....
.lectricit" . . . .900
Gas . . . . . . 1.000
#ater . . . . . . 100
0ud. $illings 2.D00
Credit memo . +00
1A.2.D. 2+.2.D.
5eersed
$illing document
@ane S'ith
.lectricit" . . . . 900
Gas . . . . . 1.000
#ater . . . . - 100
Tot"l . . . . - 2.A00
5eersed $ill
@ane S'ith
....
.lectricit" . . . . 900
Gas . . . . . 1.000
#ater . . . . . 100
0ud. $illings. 2.D00
Credit memo . . +00
5eerse
inoice
9ocument
outsorted
9ocument
impl"usi$le
5eerse
$illing
Correct d"t" 5est"rt $illing
5est"rt
inoicing
Procedure #or 2ull 5eers"l
(C SAP A% IUT110 !'
..48
SAP AG 1999
The inoicing procedure includes4
Inoicing "nd printing o# the $ill
5e/uests #or $udget $illings or cre"tion o# p"rti"l $ills
9i##erent reers"l procedures
2le3i$le settlement control
0udget $illing procedure
0udget $illing4 st"tistic"l posting or de$it entry
P"yment pl"n4 #i3ed "mounts or "ri"$le "mounts
6utput
Printout on 5/+ printer using spool
5"& d"t" inter#"ce #or e3tern"l m"il processing
Archiing
Inoicing4 Unit Summ"ry
(C SAP A% IUT110 !,
..4.+i##in' $nd In1oicin' 67ercises
Unit8 +i##in' $nd in1oicin'
To%ic8 +i##in' $ *usiness %$rtner
At the conclusion o7 these eAercises: you /ill )e $)le to.
<escri)e the )illing process $nd t$s3s.
Use the )illing $nd simul$tion 7unctions.
@$rious )usiness processes re"uire the )illing o7 $n indi+idu$l customer.
This m$y )e necess$ry due to the mo+e-out o7 $ customer: )y the eApress
/ish o7 $ customer or to $d+ise $ customer: 7or eA$mple.
C$rrying out $ simul$tion 7or $ny )illing period: or 7or $n $ctu$l )illing
period: $llo/s you to pro+ide speci7ic in7orm$tion: /ithout $ltering d$t$.
1-1 0usiness p$rtner T0100120PP /ith contr$ct $ccount T0100120PP comes in to the
customer center to report his/her mo+e-out. Lou process the mo+e-out $nd cre$te the
7in$l )illing. Chec3 the mo+e-out d$te $nd the )ill sum tot$l in the customer o+er+ie/.
1-1-1 C$ll up the mo+e-out process ?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-2 Cre$te mo+e-out. Initi$l screen
=nter the l$st d$y o7 the pre+ious month $s the mo+e-out d$te $nd choose the c$ll.
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 !-
1-1-1 =Aecute mo+e-out processing. =nter meter re$dings
6eter re$ding )y customer.
=nter $ pl$usi)le meter re$ding 7or e$ch de+ice $nd e$ch register. Use the
correction $nd estim$tion 7unction$lity
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2h$t +$lues /ould you enter>
=lectricity register 1
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
%$s register 1
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2$ter register 1 MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
5e"uest $ 7in$l )ill $nd displ$y this on the screen. Use printer 8T0C.
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
=Ait mo+e-out processing
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 #0
1-1-! Chec3 the mo+e-out in the customer o+er+ie/.
2h$t /$s the )ill sum tot$l>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2here c$n you re$d the mo+e-out d$te> (n /hich d$te did the mo+e-out
t$3e pl$ce>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
=nd the cont$ct.
1-2 0usiness p$rtner T0100110PP comes into the customer center $nd /ould li3e $n
interim )illing. 4rom the CIC: enter the meter re$dings supplied )y the customer.
<ispl$y the indi+idu$l simul$tion o7 the )illing. 4irst: chec3 the meter re$ding results
$nd then re"uest the $ctu$l )illing.
1-2-1 =nter the meter re$dings 7or )usiness p$rtner T0100110PP using the CIC.
?o/ /ould you proceed>
2hich meter re$dings h$+e you entered>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 #1
1-2-2 C$rry out the indi+idu$l simul$tion $nd displ$y the )ill 7or )usiness p$rtner
T0100110PP.
4or the )ill simul$tion: go to the SAP =$sy
Access menu $nd choose Utilities Industry
Billin( Billin( E6ecution Individual
&rocessin( Individual Siulation Billin(.
The most use7ul me$ns o7 selection is +i$ the
contr$ct $ccount.
Choose the Dis"lay bill le+el o7 processing.
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-1 Process $nd displ$y the indi+idu$l )ill 7or )usiness p$rtner T0100110PP.
4or the indi+idu$l )ill: go to the SAP =$sy
Access menu $nd choose Utilities Industry
Billin( Billin( E6ecution Individual
&rocessin( Individual Bill.
The most use7ul me$ns o7 selection is +i$ the contr$ct
$ccount.
Choose the Bill le+el o7 processing.
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1 <ispl$y the )illing document 7or the /$ter contr$ct o7 )usiness p$rtner T0100110PP
$nd $ns/er the 7ollo/ing "uestions.
1-1-1 <ispl$y the )illing document.
?o/ /ould you proceed>
(C SAP A% IUT110 #2
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-2 2h$t /$s the scheduled )illing period>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-1 ?o/ m$ny line items does the )illing document cont$in>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-! 2hich line c$tegories $re $+$il$)le $nd /h$t do they me$n>
@ine c$te'ory &e$nin'
1-1-# 2h$t /$s the tot$l )illing "u$ntity determined>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-! True or 7$lse>
1-!-1 0illing is only c$rried out $7ter meter re$ding $nd )e7ore in+oicing.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-!-2 0illing simul$tion must )e c$rried out )e7ore )illing.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-!-1 A7ter )illing: the )ill$)le orders $re produced.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-!-! The )illing documents $re processed 7urther during in+oicing.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-!-# Indi+idu$l )illing items c$n )e entered m$nu$lly $s )$c3)illing or $s $ credit
memo.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 #1
67ercises
Unit8 +i##in' $nd in1oicin'
To%ic8 In1oicin' $ *usiness %$rtner
At the conclusion o7 these eAercises: you /ill )e $)le to.
<escri)e the in+oicing process $nd t$s3s.
Use the in+oicing $nd simul$tion 7unctions.
=Apl$in the )udget )illing procedure.
Pro+ide in7orm$tion on the )udget )illing pl$n.
The )illing results $re comp$red /ith the tr$ns$ctions in open item
$ccounting. The )ill sum tot$l is determined in this /$y.
A7ter c$lcul$ting the )udget )illing pl$n 7or the neAt period: the )ill c$n
)e printed /ith det$ils o7 the )ill due d$te $nd the ne/ )udget )illing
$mount due d$te.
2-1 =Aecute the in+oicing simul$tion 7or )usiness p$rtner T0100110PP. C$rry out the
7ollo/ing steps.
2-1-1 Simul$te in+oicing
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-1-2 Chec3 the log
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 #!
2-1-1 <ispl$y the document
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-1-! Simul$te the )ill>
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-2 Process the $ctu$l in+oice 7or )usiness p$rtner T0100110PP.
2-2-1 In+oice the )usiness p$rtner
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-2-2 Chec3 the log
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-2-1 <ispl$y )ill 7rom customer o+er+ie/
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-1 Pro+ide in7orm$tion on the print document.
2-1-1 4rom the customer o+er+ie/: displ$y the print document 7or )usiness p$rtner
T0100110PP.
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-1-2 ?o/ m$ny line items does the print document cont$in>
?o/ /ould you proceed>
(C SAP A% IUT110 ##
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-1-1 2h$t is the )ill sum tot$l>
?o/ /ould you proceed>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-1-! 2hich r$te /$s used in the c$lcul$tion>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-1-# =nter the )ill due d$te.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-! True or 7$lse>
2-!-1 In+oicing is only c$rried out $7ter )illing.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-!-2 (nly one in+oice is e+er gener$ted 7or $ll contr$cts o7 the contr$ct $ccount.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-!-1 The in+oice t$3es into $ccount )illing documents 7rom other comp$ny codes.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-!-! The )ill due d$te is $l/$ys deri+ed 7rom the posting d$te $nd the terms o7
p$yment.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-!-# The in+oice gener$tes the print documents.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 #&
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-!-& The in+oice c$n )e re+ersed sep$r$tely or re+ersed $long /ith the settlement.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2-!-' The )illing document only t$3es into $ccount st$tistic$lly posted documents
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 #'
..50+i##in' $nd in1oicin' So#utions
Unit8 +i##in' $nd in1oicin'
To%ic8 +i##in' $ *usiness %$rtner
1-1 4rom the SAP =$sy Access menu: choose.
Choose Utilities industry Custoer service /ront 0ffice1Custoer Interaction
Center Custoer Interaction Center%
Identi7y the )usiness p$rtner )y entering the num)er T0100120PP in the Business
"artner 7ield $nd choose Enter t/ice. The )usiness p$rtner is stored on the clip)o$rd.
1-1-1 Choose the Move=out "artner c$ll th$t is 7ound under the Move I10 c$ll group.
1-1-2 =nter the mo+e-out d$te. Lou $re no/ in the mo+e-out processing screen.
1-1-1 Choose the # data t$) $nd enter pl$usi)le meter re$dings. P$y $ttention to the
column meter re$ding st$tus (5S. This must h$+e $ +$lue o7 1. I7 the +$lue is
di77erent: you h$+e entered $n impl$usi)le meter re$ding result $nd c$n use the
Correct )utton to enter $ pl$usi)le result.
Choose the /inal bill )utton. Lou must enter $ reconcili$tion 3ey. =nter
IUT110-01 $nd s$+e the d$t$.
Con7irm the d$t$ 7or printing.
S$+e the mo+e-out.
1-1-! Lou return to the CIC. 5e7resh your d$t$ in the n$+ig$tion $re$. %o to Info $nd
choose Custoer overvie4. Chec3 th$t the t$)s 7or the contr$cts h$+e )een
de$cti+$ted. In the Mv0ut date 7ield: you c$n see the d$te on /hich the
customer mo+ed out. <ou)le-clic3 on the in+oice sum tot$l to displ$y the print
document.
Choose the End contact )utton.
1-2 4rom the SAP =$sy Access menu: choose.
Choose Utilities industry Custoer service /ront 0ffice1Custoer Interaction
Center Custoer Interaction Center%
Identi7y the customer.
1-2-1 Choose the $ction Enter custoer eter readin(% =nter the meter re$ding
results 7or e$ch contr$ct indi+idu$lly $nd s$+e the entries. (Lou /ill h$+e to
c$rry out this process three times.
1-2-2 4rom the SAP =$sy Access menu: choose.
Utilities industry (illing (illing E*ecution Individual Processing
Individual &imulation (illing
1-2-1 4rom the SAP =$sy Access menu: choose.
(C SAP A% IUT110 #,
Utilities Industry (illing (illing E*ecution Individual Processing
Individual (ill.
1-1 Choose Utilities Industry Billin( Billin( E6ecution Dis"lay Docuent.
1-1-1 Choose /8 7or help in the Docuent no% 7ield. =nter your )usiness p$rtner
num)er. Lou /ill recei+e $ list o7 $ll the )illing documents o7 the customer to
choose 7rom.
1-1-2 The he$der d$t$ o7 the )illing document pro+ides the most import$nt d$t$ 7or
)illing.
1-1-1 The Table overvie4 )utton pro+ides $n o+er+ie/ o7 the )illing lines.
1-1-! 000001 =nergy price
00000! 5ent$l price
ICUA;T Cu$ntities (meter re$dings
1-1-# The )illing "u$ntity is +isi)le in the t$)le o+er+ie/ or in the indi+idu$l
documents.
1-!
1-!-1 True: since )illing processes the meter re$ding results $nd pro+ides prices o7
+$lu$ted "u$ntities 7or in+oicing.
1-!-2 4$lse. The )illing simul$tion is only $ demonstr$tion o7 ho/ the re$l )illing
/ould )e c$rried out. The )illing simul$tion produces simul$tion documents
th$t c$n )e used only 7or in+oice simul$tion purposes.
1-!-1 4$lse. The )illing order results 7rom the cre$tion o7 the meter re$ding order.
U0ill$)leV st$tus is gr$nted /hen $ )illing-rele+$nt meter re$ding )ecomes
$+$il$)le. In+oice orders $re the result o7 )illing.
1-!-# True. Contr$ry to the )illing documents: the )illing simul$tion documents c$n
only )e processed 7urther )y in+oicing simul$tion.
1-!-& True.
(C SAP A% IUT110 #-
So#utions
Unit8 +i##in' $nd in1oicin'
To%ic8 In1oicin' $ *usiness %$rtner
2-1 4rom the SAP =$sy Access menu: choose.
Utilities industry Invoicin( Invoice &rocessin( Individual &rocessin(
Create Bill%
2-1-1 Acti+$te the indic$tor 7or simul$tion runs $nd identi7y your )usiness p$rtner.
=nter $ reconcili$tion 3ey (IUT110=##.
2-1-2 0egin the simul$tion /ith $ll the )illing documents.
2-1-1 A7ter the simul$tion you c$n chec3 the log. Choose the Dis"lay Docuent
)utton or go to the SAP =$sy Access menu $nd choose.
Utilities industry Invoicin( Invoice &rocessin( Dis"lay &rint
Docuent%
2-1-! Choose the Siulate bill )utton .
2-2 %o to the SAP =$sy Access menu $nd choose.
Utilities Industry Invoicin( Invoice &rocessin( Individual &rocessin(
Create Bill%
2-2-1 Identi7y the )usiness p$rtner. =nter $ reconcili$tion 3ey.
2-2-2 (nce the in+oicing h$s )een completed success7ully: you c$n displ$y the log.
2-2-1 4rom the SAP =$sy Access menu: choose.
Choose Utilities industry Custoer Service /ront 0ffice1Custoer
Interaction Center Custoer Interaction Center%
Identi7y the )usiness p$rtner )y entering their num)er in the Business "artner
7ield. Choose Custoer overvie4 7rom the Inforation c$ll group. <o not
le$+e this displ$y.
2-1
2-1-1 <ou)le clic3 on the tot$l $mount o7 the )ill. Lou /ill $utom$tic$lly )r$nch to
the print document displ$y.
2-1-2 The num)er o7 print document lines is displ$yed under Docuent overvie4.
2-1-1 %o to Beader data $nd +ie/ the )ill $mount.
(C SAP A% IUT110 &0
2-1-! Choose Docuent overvie4.
In the !ate 7ield: you c$n re$d the +$rious r$tes used in the c$lcul$tion. Choose
Doc% lines.
I7 necess$ry: le$7 through the +$rious line items /ith di77erent line c$tegories
using /E or /@ or
2-1-# Choose Beader data.
The ;et due date 7ield cont$ins the )ill due d$te.
2-!
2-!-1 True. In+oicing processes the meter re$ding results $nd the open item
$ccounting d$t$ $nd: using this in7orm$tion: gener$tes the )ill $nd the ne/
)udget )illing pl$n.
2-!-2 4$lse. A contr$ct $ccount c$n )e speci7ied 7or e$ch $ccount: reg$rdless o7
/hether they $re to )e )illed together /ith other contr$cts or sep$r$tely.
2-!-1 True.
2-!-! 4$lse. The posting d$te: document d$te or system d$te m$y )e used $s the
)$seline d$te 7or c$lcul$ting /hen the )ill 7$lls due.
2-!-# True.
2-!-& True.
2-!-' 4$lse. <epending on the )udget )illing procedure: the )ill sum tot$l is
determined )y c$lcul$ting the st$tistic$lly posted )udget )illings or including
the outst$nding p$rti$l )ills.
(C SAP A% IUT110 &1
10
SAP AG 1999
Contents4
0illing m"ster d"t"
6erie& o# $illing m"ster d"t"
Connection to $usiness o$'ects
5"te structure
5"te type "nd r"te c"tegory
5"tes% oper"nds% "nd schem"s
Prices
5"te determin"tion
5"te "lloc"tion
0illing <"ster 9"t"
(C SAP A% IUT110 1
10.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
;3pl"in the #unction o# r"te m"ster d"t"4
0illing cl"ss
6per"nds "nd oper"nd "lues
5"te type "nd r"te c"tegory
Prices
9e#ine the r"te structure4
Components o# the r"te
?"ri"nt progr"ms in the schem"
5"te determin"tion
9escri$e r"te "lloc"tion
0illing <"ster 9"t"4 Unit 6$'ecties
(C SAP A% IUT110 2
10.3
SAP AG 1999
2I 2I
S9 S9
A< A<
<< <<
GIS%
CA9%
SCA9A
GIS%
CA9%
SCA9A
<< <<
P</ P</
CS CS
Customer
in#orm"tion system
IS-U
components
components
;3tern"l systems
IS-U/CCS "s "n integr"ted
component o# the
5/+ enterprise
in#orm"tion system
S9 S9
C6 C6
S"les = 9istri$ution S"les = 9istri$ution
Contr"ct
A/5 E A/P
(2I-CA)
Contr"ct
A/5 E A/P
(2I-CA)
0illing/
Inoicing
0illing/
Inoicing
Inst"ll"tion
serices
Inst"ll"tion
serices
Premise
entry
Premise
entry
;3tern"l ;3tern"l
Premise Premise
;ntry ;ntry
Systems Systems
;3tern"l ;3tern"l
S"les S"les
Systems Systems
2in"nci"l
Accounting
2in"nci"l
Accounting
9eice
<"n"gement
9eice
<"n"gement
Pl"nt
<"inten"nce
= Serice
<"n"gement
Pl"nt
<"inten"nce
= Serice
<"n"gement
Asset <"n"gement
= <"teri"ls <"n"gement
Asset <"n"gement
= <"teri"ls <"n"gement
S!
B,siness
partner
S!
B,siness
partner
C C
U U
S S
T T6 6
< <
; ;
5 5
C C
A A
5 5
; ;
= =
S S ; ;
5 5
? ?
I I
C C
; ;
S9 S9
;3tern"l
S"les
Systems
;3tern"l
S"les
Systems
S"les =
9istri$ution
S"les =
9istri$ution
5"te Structure
5"te Structure
9 *in1 to m"ster d"t"
9 5"te type% r"te c"teg.
9 5"te de#inition% prices
9 6per"nds% schem"s
9 5"te determin"tion
9 *in1 to m"ster d"t"
9 5"te type% r"te c"teg.
9 5"te de#inition% prices
9 6per"nds% schem"s
9 5"te determin"tion
0illing <"ster 9"t"4 6erie&
(C SAP A% IUT110 1
10.4
SAP AG 1999
SAP Utilities
0illing m"ster d"t" en"$les you to speci#y contr"ct
$illing rules #or $oth residenti"l "nd non-residenti"l
customers "nd proides the $"sis #or " complete
modeling o# r"tes.
The #le3i$le uniers"l structuring o# r"tes "llo&s you
to implement ne& "nd cre"tie s"les "nd m"r1eting
concepts.
An open "rchitecture "llo&s you to "d"pt "nd
succeed in " ch"nging enironment.
0illing <"ster 9"t"4 Introduction
(C SAP A% IUT110 !
10.5
SAP AG 1999
S"les "nd m"r1eting re/uirements
9escription o# ne& products "nd m"r1et segments
Utilities industry
Speci#ic"tion% chec1ing "nd rele"se o# ne& contr"cts
Customi:ing o# $illing m"ster d"t"
Cre"tion o# r"te c"tegory "nd r"te type
9e#inition o# r"tes% prices% "nd discounts
<"inten"nce o# "greed speci"l conditions
0illing <"ster 9"t"4 0usiness Scen"rio
(C SAP A% IUT110 #
10.6
SAP AG 1999
0illing o# contr"cts #or residenti"l "nd non-residenti"l
customers
Supports $illing procedures #or intern"tion"l utility
m"n"gement% such "s periodic% interim "nd period-end $illing%
#lo"ting $"c1$illing% #in"l $illing% $udget% "er"ge monthly "nd
e/u"li:ed $illing% "nd so on.
6pen to ne& $illing procedures
Third p"rty $illing "nd cross-comp"ny code $illing
Speci"l #e"tures4 ;3"mples include therm"l g"s $illing% $illing
#or e3tern"l gener"tors "nd inst"ll"tions &ithout " meter.
0illing o# Utility Serices
(C SAP A% IUT110 &
10.7
SAP AG 1999
IS-U
IS-U
,I-!A ,I ,I- -!A !A
S*; !S; P%
S*; !S; P%
Cross "ppl. Cross Cross "ppl "ppl. .
2I-CA
document
2I-CA
document
0illing
document
(utility)
0usiness
p"rtner
Contr"ct
A/5 E A/P
Contr"ct
A/5 E A/P
Contr"ct
(utility)
5egion"l
structure
Premise
;/uipment
Connection
9eice
C"tegory
5egister
9eice
loc"tion
Customer
cont"ct
Connection
o$'ect
5"te-rele"nt
in#orm"tion
9eice
Inst"ll"tion
Point o#
deliery
0usiness 6$'ects4 5"te Alloc"tion
The inst$ll$tion: the de+ice: $nd the register cont$in in7orm$tion rele+$nt to the r$te.
The inst$ll$tion cont$ins.
0illing cl$ss
5$te c$tegory
The de+ice cont$ins.
5$te c$tegory
4$ct group
Price cl$ss
The register $lso cont$ins.
5$te c$tegory
4$ct group
Price cl$ss
(C SAP A% IUT110 '
10.8
SAP AG 1999
Contr"ct
per diision
Inst"ll"tion
9eice
5egister
0illing
cl"ss
5"te
c"tegory
5"te type
5"te type
2"ct group
Price cl"ss
Price cl"ss
2"ct group
Inst"ll"tions "re cl"ssi#ied #or $illing
i" the $illing cl"ss
The r"te c"tegory in#luences indirect
r"te determin"tion
The r"te type "nd the r"te c"tegory
determine the r"te used #or $illing.
The #"ct group cont"ins "lues
rele"nt to $illing.
The price cl"ss determines the rent"l
price in con'unction &ith the price
leel.
5"te Alloc"tion4 6erie&
+i##in' c#$ss
Cl$ssi7ic$tion o7 inst$ll$tions: 7or eA$mple: 7or residenti$l customers or non-residenti$l customers.
"$te c$te'ory
Cl$ssi7ic$tion o7 $n inst$ll$tion 7or )illing. The r$te c$tegory is used in con*unction /ith the r$te type to
determine the r$te. In the r$te c$tegory: you est$)lish the criteri$ 7or )illing /hich go+ern the r$tes.
These criteri$ c$n: 7or eA$mple: control the period-end )illing or c$lcul$tion o7 the )udget )illing.
"$te ty%e
Lou c$n $lloc$te $ r$te to registers: de+ices: $ r$te c$tegory: or $n inst$ll$tion using $ r$te type.
(C SAP A% IUT110 ,
10..
SAP AG 1999
Cl"ssi#ies inst"ll"tions &ithin " diision% #or e3"mple
residenti"l/nonresidenti"l contr"ct.
C"n $e "lid #or seer"l r"te c"tegories.
Used #or pl"usi$ility chec1s in scheduling "nd in the $illing
m"ster d"t".
;n"$les seer"l #r"nchise #ee groups to $e de#ined.
C"n $e used "s " st"tistic"l criteri".
I# you ch"nge the $illing cl"ss% you must "lso ch"nge the r"te
c"tegory. >ou do not h"e to per#orm " #in"l $illing.
0illing Cl"ss I
The )illing cl$ss cl$ssi7ies inst$ll$tions 7or )illing.
The )illing cl$ss is $lso used 7or the 7ollo/ing purposes.
4or consistency +eri7ic$tions )et/een the m$ster d$t$ $nd )illing m$ster d$t$. 4or eA$mple: you c$n
+eri7y th$t $ residenti$l customerSs inst$ll$tion h$s not )een $lloc$ted to $ nonresidenti$l contr$ct.
As $ st$tistic$l criteri$: 7or eA$mple in the s$les st$tistics.
(C SAP A% IUT110 -
10.10
SAP AG 1999
?"lid #or one diision only
0elongs to " single $illing cl"ss
Cont"ins one "lid $illing schem"
Controls $illing - used to determine the r"te in con'unction
&ith the r"te type
9etermines &hichoutsorting chec1s occur during $illing
Controls #lo"ting $"c1$illing "nd period-end $illing #or
nonresidenti"l customers
Controls "d"nce $illing "nd dyn"mic period control
5"te C"tegory I
The )illing cl$ss cl$ssi7ies inst$ll$tions 7or )illing. The r$te c$tegory is used in con*unction /ith the r$te
type to determine the r$te. =A$mples o7 r$tes $re.
?ousehold r$te
Commerci$l r$te
Commerci$l r$te /ith dem$nd me$surement
Industri$l r$te
6inim$l consumption r$te
0$sic price r$te 1
0$sic price r$te 2
<omestic /$ter
5eser+e /$sser
2$ter 7or 7ire 7ighting
5$te determin$tion.
r$te type Y r$te c$tegory J r$te
(C SAP A% IUT110 10
10.11
SAP AG 1999
5"te
C"tegory
0illing Cl"ss
6utsorting
Group
9iision
!otes
0"c1$illing/
Period-;nd 0illing
9yn"mic
Period Control
0illing Schem"
Ad"nce 0illing
5"te C"tegory II
The r$te c$tegory cont$ins d$t$ th$t controls the processing o7 )illing d$t$. This includes.
0illing Schem$
Control o7 period-end )illing $nd $ccomp$nying )$c3)illing
(utsorting chec3s
Any other )illing-rele+$nt d$t$ is $lso s$+ed in the r$te c$tegory. This includes $ny $greed
"u$ntities: dem$nd: prices: or 7l$t r$tes. In the c$se o7 7l$t r$te ser+ices (such $s c$)le ser+ices $nd street
lights: no "u$ntities $re me$sured. Lou must there7ore de7ine repl$cement +$lues th$t the system c$n
use 7or e+$lu$tion (7or eA$mple num)er o7 c$)le connections or num)er o7 street lights /ith $ speci7ic
connection +$lue.
(C SAP A% IUT110 11
10.12
SAP AG 1999
Used to cl"ssi#y
5egisters
9eices
2l"t r"tes
5e#erence "lues
#or $illing
;3"mples4 pe"1 "nd o##-pe"1 r"tes #or "ctie energyS pe"1 r"te
#or re"ctie energyS pe"1 r"te #or "ctie po&erS g"s "nd &"ter
consumptionS #l"t r"te inst"ll"tions
The r"te c"tegory is used in con'unction &ith the r"te type to
determine the r"te.
9e#inition o# 5"te Type
%ener$lly: you enter the r$te type in the register. =A$mples o7 r$te c$tegories $re pe$3 $nd o77-pe$3 r$tes
7or $cti+e energy: pe$3 r$tes 7or re$cti+e energy: pe$3 r$tes 7or $cti+e po/er: $s /ell $s g$s $nd /$ter
consumption.
In eAception$l c$ses you c$n $lloc$te the r$te type to the 7ollo/ing o)*ects.
<e+ice
4or de+ices /ithout registers (such $s ripple control recei+ers you c$n use the r$te type to 7ind
speci$l r$tes. Using these: you c$n c$lcul$te $ de+ice-)$sed settlement price.
4$cts
Used to determine r$tes th$t c$nnot )e deri+ed 7rom registers.
Also used to determines r$tes 7or 7l$t r$te inst$ll$tions /ithout inst$lled de+ices.
5e7erence +$lues
Used to model street lights: 7or eA$mple
(C SAP A% IUT110 12
10.13
SAP AG 1999
5"te structure
Technology
5"te
5"te steps
?"ri"nt
progr"ms
6per"nd
c"tegory
6per"nd
The r"te #orms the $"sis #or the $illing
rule #or " deice% register% or re#erence
"lue (#"cts).
Indiidu"l r"te steps "pply $illing rules%
control "ccount determin"tion "nd the
cre"tion o# $illing line items% "nd t"1e
into "ccount the #r"nchise #ee.
0illing rules h"e $een implemented in
the "ri"nt progr"ms.
6per"nds "re the input "nd output
p"r"meters o# the "ri"nt progr"ms.
0usiness 6$'ects4 5"te Structure
(C SAP A% IUT110 11
10.14
SAP AG 1999
0illing rule #or " deice% register% or re#erence "lue (#"cts)%
th"t is% "ll $illing-rel"ted steps per#ormed during $illing.
These steps "re represented $y one or more "ri"nt
progr"ms #or &hich the e3ecution se/uence is speci#ied in
the $illing schem".
The r"te c"n $e permissi$le #or one o# the #ollo&ing4
5egister
9eice
5e#erence "lue (#"cts)
5"te steps "##ect "ccount determin"tion "nd the cre"tion o#
$illing line items.
5"te
(C SAP A% IUT110 1!
10.15
SAP AG 1999
JUA!TIT> 2ACT65 JUA!TIT>
C"lcul"tes 3T o# " /u"ntity
JUA!TIT> 2ACT65 JUA!TIT>
C"lcul"tes 3T o# " /u"ntity
. . .
. . .
. . .
. . .
!U<0;5 62 9;<A!9 P;A7S 9;<A!9
C"lcul"tes ! pe"1 "er"ges
!U<0;5 62 9;<A!9 P;A7S 9;<A!9
C"lcul"tes ! pe"1 "er"ges
9;<A!9 P5IC; 0I**I!G *I!; IT;<S
?"lu"tes dem"nd &ith " price
9;<A!9 P5IC; 0I**I!G *I!; IT;<S
?"lu"tes dem"nd &ith " price
. . .
. . .
JUA!TIT> JUA!TIT> JUA!TIT>
9i##erence o# t&o /u"ntities
JUA!TIT> JUA!TIT> JUA!TIT>
9i##erence o# t&o /u"ntities
. . .
. . .
. . .
. . .
JT> P5IC; 0I**I!G *I!; IT;<S
?"lu"tes energy &ith " price
JT> P5IC; 0I**I!G *I!; IT;<S
?"lu"tes energy &ith " price
ACTQ78B 0., ACTQ,0T
ACTQ78B 0., ACTQ,0T
5;ACTQ78B - ACTQ,0T 0I**Q5;ACT
5;ACTQ78B - ACTQ,0T 0I**Q5;ACT
0I**Q5;ACT U!I 0.0A 0I**I!G *I!;
IT;<S
0I**Q5;ACT U!I 0.0A 0I**I!G *I!;
IT;<S
?"ri"nt pool
?"ri"nt pool
?"ri"nt pool
?"ri"nt pool
Contr"ct te3t4
The re"ctie energy th"t e3ceeds ,0T
o# the "ctie energy is "lu"ted using "
sep"r"te price.
Contr"ct te3t4
The re"ctie energy th"t e3ceeds ,0T
o# the "ctie energy is "lu"ted using "
sep"r"te price.
I
I
I
I
I
-
;3"mple4 0illing 5ule #or ;lectricity
(C SAP A% IUT110 1#
10.16
SAP AG 1999
5"te step
2"ct group
Grouping o# indiidu"l
#"cts "lloc"ted to " r"te
;lement"ry c"lcul"tion "nd
processing step
5"te
5"te Structure
A r$te is $ )illing rule 7or $ register or $ re7erence +$lue: th$t is: $ll )illing-rel$ted steps eAecuted during
)illing.
A r$te step is represented )y one or more +$ri$nt progr$ms. These $re sm$ll: independent progr$ms th$t
per7orm element$ry c$lcul$tion steps.
Se+er$l r$te 7$ct groups c$n )e $lloc$ted to one r$te. In this /$y: i7 the s$me r$te is used: the oper$nds
c$n still )e 7illed /ith di77erent +$lues.
A r$te step is determined )y the +$ri$nt th$t is )eing used.
@$ri$nts $re sm$ll: independent progr$ms th$t per7orm element$ry c$lcul$tion steps.
6$ny +$ri$nts c$lcul$te +$lues rele+$nt to )illing $nd there7ore gener$te )illing line items. (ther
+$ri$nts con+ert +$lues $nd m$3e the results $+$il$)le to su)se"uent +$ri$nts.
@$ri$nts usu$lly h$+e input $nd output oper$nds /hich represent the p$r$meters included in the +$ri$nt.
These oper$nds )elong to $ p$rticul$r oper$nd c$tegory.
In the r$te: $ com)in$tion o7 +$ri$nts is used to model the )illing rules.
=A$mple o7 7$ct group.
The r$te 7$ct group G cont$ins the r$te 7$cts Tminimum dem$nd J 20 32T $nd Tdiscount r$te J 10WT.
This me$ns th$t i7 the customer uses $t le$st 20 32: he/she recei+es $ discount o7 10W.
(C SAP A% IUT110 1&
10.17
SAP AG 1999
5"te
Permissi$ility
9iision
Us"ge type
5egister oper"nd
?"lid"tion cl"ss
<inimum time portion
re/uired #or
e3tr"pol"tion
0illing cl"ss
5"te 9"t"
(C SAP A% IUT110 1'
10.18
SAP AG 1999
5"te step
0udget $illing
de$it "nd credit
su$-tr"ns"ctions
St"tistic"l r"te
2ine-tuned control
o# "ri"nts
("ddition"l
p"r"meters)
2r"nchise #ee
group
Input "nd
output oper"nd(s)
?"ri"nt progr"m
Indic"tor #or option"l
$illing step
0illing de$it "nd
credit su$-
tr"ns"ctions
9"t" #or the 5"te Step
@$ri$nts $re modules in the r$te or in the schem$ th$t cont$in $ )illing rule.
A su)-tr$ns$ction is $ 3ey th$t cl$ssi7ies the line item 7or $ccount determin$tion $nd/or the /$y
$pplic$tion-speci7ic progr$ms $re processed. 6$in tr$ns$ctions $re )ro3en do/n into su)-tr$ns$ctions.
Indic$tor 7or option$l )illing step. schem$ steps c$n only )e eAecuted in )illing i7 $ll input oper$nds $re
pro+ided /ith +$lues 7or the entire period th$t the step co+ers. I7 this is not the c$se: the option$l
indic$tor is chec3ed.
I7 the indic$tor is not set: )illing o7 the contr$ct is termin$ted.
I7 the indic$tor is set: the schem$ step is not eAecuted. Processing then continues /ith the neAt
schem$ step.
Input $nd output oper$nd. sym)olic n$me de7ined )y the comp$ny 7or the $lloc$ted +$lues th$t $re used
$s input $nd output p$r$meters 7or +$ri$nt progr$ms.
St$tistic$l r$te. you must speci7y $ st$tistic$l r$te 7or $ll r$te steps th$t gener$te )illing line items. <uring
)illing: the st$tistic$l r$te is /ritten to the )illing line item. This r$te 3ey c$n )e used 7or st$tistic$l
$n$lyses o7 )illing documents.
4r$nchise 7ee group. comp$nySs o/n grouping o7 )usiness p$rtners su)*ect to the s$me 7r$nchise 7ee
conditions such $s m$*or customers or household customers.
4ine-tuned control o7 +$ri$nts. some +$ri$nt progr$ms re"uire $ddition$l input p$r$meters to de7ine the
$ction o7 the +$ri$nt progr$ms. =A$mple. $ccording to settings: $ +$ri$nt th$t su)tr$cts t/o +$lues c$n
$lso cre$te neg$ti+e di77erences or suppress them.
(C SAP A% IUT110 1,
(C SAP A% IUT110 1-
10.1.
SAP AG 1999
2"ct group
6per"nds
6per"nd
"lues
Structure o# the 2"ct Group
A 7$ct group is the grouping o7 indi+idu$l 7$cts $lloc$ted to $ r$te.
4$cts $re.
Speci7ic +$lues: 7or eA$mple: 100 32: or
Ieys: 7or eA$mple 7or prices th$t $re $lloc$ted to oper$nds $nd $re +$lid 7or $ p$rticul$r period.
(per$nds $re $lloc$ted to the 7$ct group.
(per$nds m$n$ge the oper$nd +$lues.
The oper$nd +$lues represent the historic$lly m$n$ged ch$r$cteristics o7 the oper$nds.
=A$mple o7 $ 7$ct group.
The r$te 7$ct group G cont$ins the 7ollo/ing r$te 7$cts.
minimum dem$nd J 20 32
discount r$te J 10W
This me$ns th$t i7 the customer uses $t le$st 20 32: he/she recei+es $ discount o7 10W.
(C SAP A% IUT110 20
10.20
SAP AG 1999
6per"nds
6per"nd
c"tegory
9iision
Unit o# me"surement
Bistory m"n"gement
8eighting 1ey
Access control
5ounding rules
9etermin"tion o# the
dem"nd pe"1s
6per"nd 9"t"
The oper$nd c$tegory cl$ssi7ies the oper$nds 7or the +$ri$nt progr$ms.
5ounding rules consist o7.
The pl$ce to /hich rounding is per7ormed.
I7 you speci7y $ positi+e +$lue: rounding is per7ormed to th$t num)er o7 pl$ces $7ter the decim$l
point.
I7 you speci7y $ neg$ti+e +$lue: rounding is per7ormed to th$t num)er o7 pl$ces )e7ore the decim$l
point.
The rounding type (the principle used to round.
Y 7or rounding up
- 7or rounding do/n
0 7or rounding to the ne$rest /hole num)er
(C SAP A% IUT110 21
10.21
SAP AG 1999
6per"nd c"tegory 9escription
A<6U!T Amount
9;<A!9 Serices (gener"l)
2ACT65 !um$er &ith decim"l pl"ces
JUA!T Ju"ntity(gener"l)
JP5IC; Ju"ntity-$"sed price
5;2?A*U; 5e#erence "lue
S;AS6! Se"son
TP5IC; Time-$"sed price
6per"nd C"tegories/;3"mples
(per$nds lin3 +$lues to )e )illed $nd +$ri$nt progr$ms.
An oper$nd is $lloc$ted to $n oper$nd c$tegory $nd $ di+ision. (per$nd c$tegories determine the
7unctions o7 the oper$nds The +$ri$nt progr$m determines /hich oper$nd c$tegories c$n )e used $s input
$nd output oper$nds.
The system cont$ins 20 di77erent oper$nd c$tegories.
The oper$nd c$tegories $re prede7ined )y SAP $nd c$nnot )e ch$nged.
(C SAP A% IUT110 22
10.22
SAP AG 1999
6per"nd
c"tegories
6per"nds 6per"nd "lues
9 Prede#ined
9 Control processing
i" "ri"nt progr"ms
9 9etermined
indiidu"lly
9 Sere "s the
p"r"meters #or
"ri"nt progr"ms
9 Proide oper"nds
&ith "lues
9 9e#ine "ctu"l
"lues
5"te 9etermin"tion - 6per"nds
In the 7ollo/ing o)*ects: you c$n $lloc$te +$lues to the oper$nds.
r$te 7$cts
5$te c$tegory 7$cts
Inst$ll$tion 7$cts
<yn$mic determin$tion $t )illing runtime
(C SAP A% IUT110 21
10.23
SAP AG 1999
Price C
0.C0
Price C
0.C0
Price 0
0.A0
Price 0
0.A0
5"te c"tegory
#"cts
5"te c"tegory 5"te c"tegory
#"cts #"cts
5"te #"cts "nd r"te #"ct group 5"te #"cts "nd r"te #"ct group 5"te #"cts "nd r"te #"ct group
B"e precedence oer
B"e precedence oer
Price A
0.,,
Price A
0.,,
B

i

e

r

"

r

c

h

y
Alloc"tion o# 6per"nd ?"lues
Inst"ll"tion
#"cts
Inst"ll"tion
#"cts
(per$nd +$lues $re usu$lly stored in the r$te 7$cts $nd $re: there7ore: +$lid $t r$te le+el. Lou c$n $lso
de7ine speci7ic$tions 7or $ll r$tes in the r$te c$tegory 7$cts $nd the inst$ll$tion 7$cts. These speci7ic$tions
h$+e pre7erence o+er the r$te 7$cts.
At r$te le+el or r$te-c$tegory-7$ct le+el: you c$n enter $ repl$cement +$lue inste$d o7 $ 7iAed oper$nd
+$lue (m$nd$tory/option$l entries $re re"uired $t su)-ordin$te le+els. 2ith these repl$cement +$lues:
7leAi)le $lloc$tion o7 oper$nd +$lues is possi)le.
Lou c$n $lso historic$lly o+erride oper$nd +$lues. In this /$y: $ di77erent price 3ey c$n )e $lloc$ted to $
cert$in inst$ll$tion 7or only $ cert$in period o7 time: 7or eA$mple: $ month. In the other months: the
+$lues 7rom the r$te 7$cts $re used.
I7 no oper$nd +$lue c$n )e determined during )illing: )illing is $)orted $nd the error is reported in the
)illing log. =Aception. the r$te step is m$r3ed in the r$te $s $n option$l r$te step.
Lou de7ine gener$l oper$nd +$lues th$t $re +$lid 7or $ l$rger group o7 customers in the r$te $nd r$te
c$tegory 7$cts: $nd you store indi+idu$l +$lues $t the inst$ll$tion 7$ct le+el (7or eA$mple: inst$lled
dem$nd: connection lo$ds: ordered dem$nd: num)er o7 persons: 7loor $re$.
(C SAP A% IUT110 2!
10.24
SAP AG 1999
?"lid #or " p"rticul"r diision
?"lid #or " speci#ic $illing cl"ss
Cont"ins one or more r"tes
;st"$lishes the se/uence o# the $illing
r"te steps
Indic"tor c"n $e set #or4
0illing line item rele"nt to posting
0illing line item rele"nt to st"tistics
Schem" 1
A schem$ is $ structure th$t de7ines the se"uence in /hich +$ri$nt progr$ms o7 the r$tes to )e )illed $re
eAecuted.
(C SAP A% IUT110 2#
10.25
SAP AG 1999
9ependent on the r"te c"tegory in the
inst"ll"tion
In#luences sorting o# the $illing line
items on the $ill #orm
Controls the grouping o# $illing line
items
Schem" 2
(C SAP A% IUT110 2&
10.26
SAP AG 1999
Ju"ntity-$"sed price
#or /u"ntities "nd consumption
2l"t r"te
#i3ed "mounts per unit o# time
(consumption #l"t r"tes "nd #l"t-r"te "mounts)
Settlement price
#or the use o# " me"suring deice oer " cert"in
period o# time
Time-$"sed price
#or dem"nd "nd connection "lues
Price C"tegories
The price c$tegories $re prede7ined )y SAP $nd c$nnot )e ch$nged.
The price c$tegories $re used intern$lly to control d$t$ processing. ;orm$lly: you cre$te the prices )$sed
on the r$te. In this c$se: the correct r$te is proposed )y the system.
(C SAP A% IUT110 2'
10.27
SAP AG 1999
!orm"l price
Price th"t is not $"sed on the /u"ntity
0loc1 price
6ne or more prices th"t "re $"sed on the
/u"ntity
Sc"le price
Price th"t is $"sed on the /u"ntity
Price Types
The price type speci7ies ho/ the p$rticul$r price is to )e used.
In $ddition to st$nd$rd single prices: you c$n $lso use sc$le $nd )loc3 prices.
Cert$in se"uenti$l "u$ntity r$nges (7or dem$nd $nd/or energy $re de7ined )y price sc$ling. I7 one
"u$ntity r$nge is eAceeded: the price 7or the neAt "u$ntity r$nge $pplies 7or the entire "u$ntity. In this
/$y: higher consumption c$n )e che$per th$n lo/er consumption.
Cert$in se"uenti$l "u$ntity $re$s (7or dem$nd $nd/or energy $re de7ined )y price )loc3ing 7or /hich
cert$in prices $pply: in other /ords di77erent prices $re used. This pre+ents higher consumption 7rom
)eing che$per th$n lo/er consumption.
(C SAP A% IUT110 2,
10.28
SAP AG 1999
5"te type
5"te type
5"te
c"tegory
5"te
c"tegory
Bousehold r"te
#ater; ...
....
1 '
3
<ater . . 3.50
%onthl" rent
4;00
....
Alloc"tes
A 2articular rate cate&or" and
rate t"2e 8or a 2articular 2eriod
to " r"te.
5"te 9etermin"tion
The r$te is determined dyn$mic$lly ($t runtime 7rom the r$te type o7 the register $nd the r$te c$tegory o7
the inst$ll$tion.
5$te determin$tion is m$n$ged historic$lly.
This h$s the $d+$nt$ge th$t r$te ch$nges c$n )e per7ormed e$sily. Lou $re then not re"uired to ch$nge
the r$te types $nd r$te c$tegories in the m$ster d$t$. Inste$d: $ ne/ r$te is determined st$rting $t $ ne/
7rom-d$te.
(C SAP A% IUT110 2-
10.2.
SAP AG 1999
3eneration
o- billing
line ite"s
3eneration
o- billing
line ite"s
4ali'ation
o-
billing
res,lts
4ali'ation
o-
billing
res,lts
E)ec,tion
o- *ariant
progra"s
accor'ing to
sc+e"a
E)ec,tion
o- *ariant
progra"s
accor'ing to
sc+e"a
5,antit#
con*ersion
an'
proration
5,antit#
con*ersion
an'
proration
/ata
entr#
an'
anal#sis
/ata
entr#
an'
anal#sis
9"t" rel"ting to
customer "nd
inst"ll"tion
5"te d"t" Procedure d"t"
Contr"ct
5"te
deter-
min"tion
. . .
Sche'a 1
Rate Iar.2r. Ialues
5"te 1
1 IarPro&. A 61
2 IarPro&. + 62
. . .
5"te 2
1 IarPro&. A 63
2 IarPro&. ! 64
3 IarPro&. * 65
. . .
. . .
. . .
5"te n
1 IarPro&. A 666
;
H
;
C
U
T
I
6
!
Inst. structure
5"te c"t. #"cts/
Inst"ll"tion #"cts
Inst. structure
5"te c"t. #"cts/
Inst"ll"tion #"cts
Inst"ll"tion
5
"
t
e c
"
t
e
g
o
r
y
5
"
t
e

t
y
p
e
Prices "nd
r"te #"cts
5"te 1
5"te n
5"te Structure
(C SAP A% IUT110 10
10.30
SAP AG 1999
The discount c"tegory de#ines " discount or surch"rge.
The discount type determines the c"lcul"tion o#4
A$solute "lues
5el"tie "lues
The re#erence de#ines ho& the discount is "pplied4
Ju"ntity
Price
Amount
9iscounts / Surch"rges
(C SAP A% IUT110 11
10.31
SAP AG 1999
0illing m"ster d"t" is cl"ssi#ied $y4
0illing cl"ss
5"te
c"tegory
5"te type
The r"te consists o#4
?"ri"nts% &hich "re proided &ith oper"nds
A schem"% &hich determines the processing se/uence
o# the "ri"nts
Prices% discounts% "nd surch"rges
Indirect r"te determin"tion
5educed m"inten"nce o# d"t" in the c"se o# r"te
ch"nges
0illing <"ster 9"t"4 Unit Summ"ry
(C SAP A% IUT110 12
10.3267ercises8 +i##in' &$ster 9$t$
Unit8 +i##in' m$ster d$t$
To%ic8 "$te structure
At the conclusion o7 these eAercises: you /ill )e $)le to.
<escri)e the elements $nd the structure o7 $ r$te.
C$rry out $ price ch$nge 7or $ p$rticul$r 3ey d$te.
Ad*ust the )udget )illing $mount to the )usiness p$rtner.
Pro+ide in7orm$tion to customers on r$tes $nd price c$lcul$tions.
1-1 2hich r$te c$tegory is de7ined 7or the customer inst$ll$tions o7 )usiness p$rtner
T0110110PP>
1-1-1 =lectricity
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-2 2$ter
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2 2hich de+ices $nd registers $re )illed to the )usiness p$rtner> =nter the de+ice
$nd register num)ers.
1-2-1 =lectricity
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-2-2 2$ter
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1 2hich r$te types $re $ssigned $t de+ice $nd register le+el to the )usiness p$rtner 7or the
di+isions )elo/>
(C SAP A% IUT110 11
1-1-1 =lectricity
<e+ice le+el. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
5egister le+el. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-1-2 2$ter
<e+ice le+el. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
5egister le+el. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-! <etermine the r$te 7or the r$te c$tegory 7rom t$s3 1-1 $nd the r$te types 7rom
t$s3 1-1.
9i1ision "$te
c$te'ory
"$te ty%e "$te determined
=lectricity
=lectricity
2$ter
1-# Pro+ide in7orm$tion on the electricity r$te =1M1.
1-#-1 2here is the r$te permissi)le>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-2 The r$te is composed o7 /hich components>
;$me the +$ri$nt progr$m $nd descri)e its 7unctions.
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 1!
1-#-1 2hich oper$nds )elong to the r$te 7$ct group> 2h$t do they me$n>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1-#-! 2h$t is the energy price>
MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
(C SAP A% IUT110 1#
10.33+i##in' &$ster 9$t$ So#utions
Unit8 +i##in' m$ster d$t$
To%ic8 "$te structure
1-1 Identi7y $nd displ$y the d$t$ o7 )usiness p$rtner T0110110PP in the CIC.
4rom the SAP =$sy Access menu: choose.
Utilities Industry Custoer Service /ront 0ffice1Custoer Interaction Center
Custoer Interaction Center
%o to In,o $nd choose Custoer overvie4. The r$te c$tegory c$n )e 7ound $t the
)ottom o7 the screen.
Altern$ti+ely: you c$n dou)le-clic3 the inst$ll$tion(s in the n$+ig$tion $re$.
1-2 <ispl$y (7rom the customer en+ironment: 7or eA$mple the indi+idu$l utility
inst$ll$tions 7or $ )usiness p$rtner ()y dou)le-clic3ing. Then. Devices.
1-1 <ispl$y (7rom the customer en+ironment: 7or eA$mple the indi+idu$l utility
inst$ll$tions 7or $ )usiness p$rtner ()y dou)le-clic3ing. Then. Billin( vie4.
Lou c$n 7ind the r$te types 7or the de+ices under !ate ty"es.
1-! Lou c$n 7ind r$te determin$tion in the Implement$tion %uide (I6%.
9i1ision "$te
c$te'ory
"$te ty%e "$te determined
=lectricity =1 1001 =1M1
=lectricity =1 1002 =1M2
2$ter 21 1001 21M1
(C SAP A% IUT110 1&
1-# Lou c$n 7ind the r$tes under !ates.
1-#-1 This in7orm$tion is loc$ted under &erissibility.
1-#-2 Choose !ate ste"s 4or $ description o7 the +$ri$nts: choose Environent
Aariant docuentation.
1-#-1 To do this: clic3 on /acts in the Dis"lay !ate screen.
Lou $re no/ loo3ing $t the oper$nds. Lou c$n displ$y the oper$nd +$lues )y
pressing E6"and.
Lou c$n use the color legend here. To do this: choose Utilities Color le(end.
1-#-! <ou)le-clic3 on the oper$nd +$lues. 4or )loc3 $nd sc$le prices: you need to
dou)le-clic3 $g$in on the price.
(C SAP A% IUT110 1'
11
SAP AG 1999
Contents4
6erie&
5TP inter#"ce
Components o# the 5TP inter#"ce
5e"l-Time-Pricing
(C SAP A% IUT110 1
11.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
9escri$e the 5e"l-Time-Pricing inter#"ce "nd its
components
;3pl"in the connection o# the 5TP inter#"ce to IS-U
$illing
5e"l-Time-Pricing4 Unit 6$'ecties
(C SAP A% IUT110 2
11.3
SAP AG 1999
?"lues determined $y "utom"ted meter re"ding #or
"n inter"l meter should $e $illed in the system
5e"l-Time-Pricing40usiness Scen"rio
(C SAP A% IUT110 1
11.4
SAP AG 1999
;9I / H<*
*o"d sh"pe
Point o# deliery
(;9IS indic"tor)
System
Inter"l
meter
A<5
system
Sign"l
9o&nlo"d
<SC6!S
;9<
5TP inter#"ce
0illing
6ther
modules
Scheduling
Contr"ct
"ccounts
recei"$le
= p"y"$le
Inoicing
9eice
m"n"ge-
ment
Customer/
Contr"ct
d"t"
IS-U/
CCS
5TP 6erie&
(C SAP A% IUT110 !
11.5
SAP AG 1999
Allo&s time series% such "s lo"d sh"pes% to $e $illed
T"1es the lo"d sh"pe d"t" directly #rom IS-U-;9<
Is #ully integr"ted &ith IS-U-0illing
Allo&s #le3i$le modeling o# speci"l customer "nd m"'or
customer $illing using inter"l me"surement
Is e"sily e3tend"$le (customer-speci#ic #ormul"s "nd result
#unctions)
5TP inter#"ce
(C SAP A% IUT110 #
11.6
SAP AG 1999
Period-rel"ted $illing
Time-o#-d"y $loc1s (on/o##-pe"1 r"tes)
9"y $loc1s (&ee1 d"y/&ee1end d"y)
Se"son $loc1s (summer/&inter)
Use o# " spot price or "n inde3 price
9etermin"tion o# dem"nd "lues (highest dem"nd% #or
e3"mple)
Inclusion o# other pro#iles #or $illing
9etermin"tion o# consumption $loc1s
5TP-0illing
(C SAP A% IUT110 &
11.7
SAP AG 1999
;01 lo"d sh"pe4 /u"ntity
;0+ limit 24 /u"ntity
;02 limit 14 /u"ntity
A01 up to limit 14 /u"ntity
A02 oer limit 14 /u"ntity
A0+ oer limit 24 /u"ntity
A0- oer limit 14 dem"nd
;3"mple
(C SAP A% IUT110 '
11.8
SAP AG 1999
5TP inter#"ce
5TP inter#"ce
Inst"ll"tion
structure
*ogic"l register
Inst"ll"tion
structure
*ogic"l register
Inst"ll"tion
Inst"ll"tion
5"te
c"tegory
5"te
c"tegory
5"te type
5"te type
5"te
determin"tion
5"te
determin"tion
5"tes
?"rProg.
5"tes
?"rProg.
0illing Schem"
0illing Schem"
5"te 1
Ste2 1
Ste2 2
5"te n
Ste2 1
?"rProg.
.6a'2le0 Cuantit" 6 2rice
!o'2arison o8 t<o de'ands
6per"nd "lues
1000$#h; 0.25 UDI
400$#; 300$#
Pro#ile
...
P1
P2
P12
Indiidu"l 5TP
inter#"ce
Indiidu"l 5TP
inter#"ce
PI
9"t" <odel #or 0illing
The )illing m$ster d$t$ to )e processed $nd its connections is sho/n $)o+e.
(C SAP A% IUT110 ,
11..
SAP AG 1999
Result
e1 <sum>
e3 <sum>
e2 <sum>
e4 <sum>
e5 <sum>
y1 = min( x1, x2 )
y2 = max( 0, x1 - x2 )
y3 = y2 * x3
x1
x2
x3
In Out Fomula
y1
y2
y3
x1 = !"1
x3 = !1
x1 = !"1
x3 = !1
x2 = !#2
$om%onents
y1 -> e1
y3 -> e2
y1 -> e3
y3 -> e4
y2 -> e5
$om%onents
p r o # i l e p r o # i l e
U "lue N
&eason
'illin( %eio)
*ee+)ay
Inter#"ce
(C SAP A% IUT110 -
11.10
SAP AG 1999
$om%onents
&umme
On-%ea+
*ee+en)
O##-%ea+
On-%ea+
*o+)ay
O##-%ea+
*inte
On-%ea+
*ee+en)
O##-%ea+
On-%ea+
*o+)ay
O##-%ea+
31
Input P"r"meters
(C SAP A% IUT110 10
11.11
SAP AG 1999
Pro#ile
y1 = min( x1, x2 )
y2 = max( 0, x1 - x2 )
y3 = y2 * x3
x1
x2
x3
In Out Fomula !o#ile
y1
y2
y3
2unction modules
2ormul" de#inition
Pro#ile
Pro#ile
Pro#ile
Pro#ile
Pro#ile
C"lcul"tion
(C SAP A% IUT110 11
11.12
SAP AG 1999
y1
e1
e2
e1 sum JUA!T
e2 "er"ge 9;<A!9
e+ pe"1 9;<A!9
$om%onents
&umme
On-%ea+
*ee+en)
O##-%ea+
On-%ea+
*o+)ay
O##-%ea+
*inte
On-%ea+
*ee+en)
O##-%ea+
On-%ea+
*o+)ay
O##-%ea+
5esult 2unction 6p. C"t.
5esult
(C SAP A% IUT110 12
11.13
SAP AG 1999
IS-U $illing schem"4
IS-U $illing schem"4
y1
result #unction 6p. C"t.
e1 sum JUA!T
e2 "er"ge 9;<A!9
e+ pe"1 9;<A!9
5"te4 6!Q622QP;A7
5eg6per"nd
5TP-Inter#"ce 4DF4,,FP.AL
001 ....
... ...
001 HUAD-I01 4DP.AL!4D ... Pricin& 8or 4D Pea$ consu'2tion
00/ HUAD-I01 4,,P.AL!4D ... Pricin& 8or 4,, Pea$ consu'2tion
... ...
Tr"ns#er o# 5esults to 5TP 6per"nd
(C SAP A% IUT110 11
11.14
SAP AG 1999
The 5e"l-Time-Pricing inter#"ce is #ully integr"ted
&ith the IS-U $illing procedure
It lin1s energy d"t" m"n"gement (pro#ile
m"n"gement) to the IS-U $illing #unction"lity
>ou c"n use the 5TP inter#"ce to #le3i$ly est"$lish
cert"in $illing regul"tions ($illing o# inter"l meters
&ith speci"l price "greements% #or e3"mple)
5e"l-Time-Pricing4 Unit Summ"ry
(C SAP A% IUT110 1!
12
SAP AG 1999
Contents4
0udget $illing procedure
9etermin"tion "nd re/uirements o# $udget
$illing
0udget 0illings
(C SAP A% IUT110 1
12.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
;3pl"in the di##erence $et&een " $udget $illing pl"n
"nd " p"yment pl"n
Cre"te "nd ch"nge $udget $illing pl"ns
0udget 0illing4 Unit 6$'ecties
(C SAP A% IUT110 2
12.3
SAP AG 1999
A customerKs consumption p"ttern h"s ch"nged.
A#ter "d'usting the period consumption% you
rec"lcul"te the $udget $illing pl"n.
0udget 0illing4 0usiness Scen"rio
(C SAP A% IUT110 1
12.4
SAP AG 1999
IS IS- -U U
0udget $illing
procedure
0udget $illing
A do<n 2a"'ent; <hich is
deter'ined 8ro' the )ill su' total
and is recalculated 8or the ne6t
2eriod.
P"yment pl"n
%onthl" )ills 8or an a&reed
a'ount :8i6ed or (aria)le>; and
settle'ent at the end o8 the
2eriod
P"yment pl"n c"tegories
8i6ed a'ounts
+ud&et +illin& Plan
(aria)le a'ounts
A(era&e %onthl" Plan
0udget 0illing Procedure4 6erie&
0udget $illing c"tegories
statistical 2ostin& <ith
)ud&et )illin& reCuire'ents
actual de)it entr" <ith 2artial
)ill
(C SAP A% IUT110 !
12.5
SAP AG 1999
0udget 0illing Pl"n
An "er"ge "mount is determined m"nu"lly or $y simul"tion. The
customer p"ys this "mount #or " speci#ied period.At the end o# this
period% simul"tion occurs "g"in #or the ne3t period.In "ddition% "ctu"l
$illing occurs monthly. The results o# this $illing "re sho&n onthe $ill
"nd settled in the l"st month o# the $illing period.
Aer"ge <onthly 0illing Pl"n / ;/u"li:ed 0illing Pl"n
In Aer"ge <onthly 0illing/;/u"li:ed 0illing% the customer is ch"rged
"n "er"ge "mount $"sed on $illings oer the ne3t 12 months (or less
in the c"se o# ne& customers). In "ddition% "ctu"l $illing occurs
monthly% "nd the results "re sho&n on the $ill.The "mounts due #or
l"ter months "re c"lcul"ted using the "er"ge o# the preious months
plus the current $ill "nd the "ccumul"ted di##erence.
P"yment Pl"n C"tegories
(C SAP A% IUT110 #
12.6
SAP AG 1999
<"nu"l c"lcul"tion
Settlement
0udget $illing
pl"n
0udget $illing
cycle
Amount
limits
Amount
rounding
Amount "d'ustment
#"ctor
9ue d"te
determin"tion
Autom"tic
determin"tion
<inimum
ch"rge
Printout
Grouping o# $udget $illings #rom one $illing period
Alloc"tion o# $udget $illings to indiidu"l contr"cts
9ispl"y o# the "ccumul"ted "nd indiidu"l $udget $illing
"mounts
9ispl"y o# the open $udget $illing "mounts
Autom"tic "nd m"nu"l determin"tion o# the $udget $illing
"mount
0udget 0illing Pl"n4 6erie&
(C SAP A% IUT110 &
12.7
SAP AG 1999
0usiness processes
2or moe-in
2or periodic $illing ;3tr"pol"tion
2or inoicing 0udget $illing pl"n
Amount determin"tion
<"nu"l c"lcul"tion
Autom"tic e3tr"pol"tion
9ue d"te o# $udget $illing "mounts
Terms o# p"yment #rom the contr"ct "ccount
9ue d"te
Grouping o# contr"cts
Amount chec1
Cre"ting / Ad'usting 0udget 0illing Pl"ns
Utility comp$nies o7ten only )ill 7or their ser+ices $t the end o7 $ supply period (during $nnu$l
consumption )illing: 7or eA$mple There7ore: to m$int$in li"uidity during the current period: )udget
)illings $re )illed )y $nticip$ting the tot$l $mount o/ed )y the customer. The )udget )illing pl$n de7ines
the d$tes $nd si9e o7 the )udget )illings $nd 7orms the )$sis 7or incre$ses in )udget )illings.
0udget )illing pl$ns $re norm$lly cre$ted $utom$tic$lly (during in+oicing or mo+e-in: 7or eA$mple.
?o/e+er: they c$n $lso )e cre$ted m$nu$lly.
Contr$cts th$t must )e in+oiced together $re $ssigned $ *oint )udget )illing pl$n. All other contr$cts
)elonging to the contr$ct $ccount c$n h$+e $n indi+idu$l )udget )illing pl$n.
(C SAP A% IUT110 '
12.8
SAP AG 1999
2000
2000
11/01 .... .... .... .... .... .... 0./01
0illing period
2001
2001
0D/01 .... .... .... .... .... .... 1-/01
0udget $illing period
Actu"l
meter re"ding
;3tr"pol"tion o# consumption using
con#igured &eighting procedureS
0illing simul"tion #or this period
!e3t scheduled
meter re"ding d"te
#rom scheduling
9istri$ution o# tot"l simul"ted "mount
oer the $udget $illing due d"tes
9istri$ution o# tot"l simul"ted "mount
oer the $udget $illing due d"tes
Ju"ntity-0"sed ;3tr"pol"tion
0illing c$lcul$tes the consumption up until the neAt scheduled meter re$ding d$te. Simul$ted )illing is
c$rried out 7or the )udget )illing period. The )udget )illing items cre$ted in this /$y $re tr$ns7erred to
in+oicing in the )illing document. In+oicing $ccepts these $mounts $nd distri)utes them to the indi+idu$l
)udget )illing due d$tes.
2hen )illing: schedule records must $lre$dy )e gener$ted 7or the neAt )illing period.
(C SAP A% IUT110 ,
12..
SAP AG 1999
St"tistic"l
posting
IS IS- -U U
Actu"l
de$it-entry
Process $udget
$illing "mounts
*ue date deter'ination
usin& ter's o8 2a"'ent
Schedulin& usin& the
2ortion
0udget $illing re/uest
Generation o8 statistical 2ostin&
docu'ents that are calculated
as do<n 2a"'ents to<ards the
)ill su' total o<ed.
2I-CA posting
Statistical 2ostin& docu'ent
Ite's 2er contract
Re2etition ite's 8or each
)ud&et )illin& a'ount due
date.
Sales ta6 2ostin& on 2a"'ents
Cre"tion o# p"rti"l $ills
Generation o8 de)it-entr" 2artial
)ills that are calculated as do<n
2a"'ents a&ainst the )ill su'
total o<ed.
2I-CA posting
Actual de)it-entr"
Ite's 2er contract
*ocu'ents onl" in custo'er
account <hen recei(a)le
Sales ta6 2ostin& on
recei(a)les
0udget 0illing Amounts 9ue
The scheduled )udget )illing d$tes $re determined 7rom the portion +$lid 7or the contr$ct $nd the
p$r$meter record. The 7ollo/ing det$ils $re de7ined.
8ength o7 the )udget )illing period (se+er$l months or one ye$r
0udget )illing cycle: me$ning th$t the scheduled d$tes $re $t regul$r inter+$ls o+er the period (monthly
or e+ery 7e/ months.
The speci7ic$tions 7or the portion c$n )e o+erridden in the )udget )illing pl$n or in the contr$ct. 2hilst
ch$nges in the )udget )illing pl$n t$3e e77ect immedi$tely: entries in the contr$ct only )ecome e77ecti+e
the neAt time $ )udget )illing pl$n is produced.
The )udget )illling due d$te results 7rom the )udget )illling d$tes $nd the terms o7 p$yment in the
contr$ct $ccount.
2hen re"uesting )udget )illings: $ de)it entry c$n )e gener$ted in Contr$ct Accounts 5ecei+$)le $nd
P$y$)le or $ st$tistic$l posting ()udget )illings th$t do not $77ect the gener$l ledger c$n )e c$rried out.
(C SAP A% IUT110 -
12.10
SAP AG 1999
>ou "re no& "$le to4
;3pl"in the di##erence $et&een " $udget $illing
pl"n "nd " p"yment pl"n
Cre"te "nd ch"nge $udget $illing pl"ns
0udget 0illings4 Summ"ry
(C SAP A% IUT110 10
13
SAP AG 1999
6erie&
9ocuments
Structure
Use
Posting documents
Account displ"y
P"yments
5eturns
9unning
9e#err"l "nd inst"llment pl"n
Contents4
Contr"ct Accounts 5ecei"$le "nd P"y"$le
(C SAP A% IUT110 1
13.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
9escri$e the document structure in contr"ct
"ccounts recei"$le "nd p"y"$le.
Proide in#orm"tion on customer "ccounts.
;3pl"in some common $usiness tr"ns"ctions in
Contr"ct Accounts 5ecei"$le "nd P"y"$le "nd
per#orm them in the system.
Contr"ct Accounts 5ecei"$le "nd P"y"$le4 Unit
6$'ecties
(C SAP A% IUT110 2
13.3
SAP AG 1999
2I 2I
S9 S9
A< A<
<< <<
GIS%
CA9%
SCA9A
GIS%
CA9%
SCA9A
<< <<
P</ P</
S< S<
S9 S9
C6 C6
S"les = 9istri$ution S"les = 9istri$ution
Contr"ct Contr"ct
A/5 E A/P A/5 E A/P
(2I (2I- -CA) CA)
0illing/
Inoicing
0illing/
Inoicing
Inst"ll"tion Inst"ll"tion
serices serices
Premise
entry
Premise
entry
;3tern"l
Premise
;ntry
Systems
;3tern"l
Premise
;ntry
Systems
;3tern"l
S"les
Systems
;3tern"l
S"les
Systems
Central Central
B,siness B,siness
partner partner
Customer
in#orm"tion system
Components
o# IS-U
St"nd"rd 5/+
Components
2in"nci"l 2in"nci"l
Accounting Accounting
9eice 9eice
<"n"gement <"n"gement
C C
U U
S S
T T6 6
< <
; ;
5 5
Pl"nt <"inten"nce Pl"nt <"inten"nce
= Serice = Serice
<"n"gement <"n"gement
Asset <"n"gement =
<"teri"ls <"n"gement
Asset <"n"gement =
<"teri"ls <"n"gement
C C
A A
5 5
; ;
= =
S S ; ;
5 5
? ?
I I
C C
; ;
IS-U/CCS "s "n integr"ted
component o# the
5/+ enterprise
in#orm"tion system
Customer
in#orm"tion system
;3tern"l systems
A< A<
2I 2I
2in"nci"l
Accounting
2in"nci"l
Accounting
Contr"ct
A/5 E A/P
(2I-CA)
Contr"ct
A/5 E A/P
(2I-CA)
Contr"ct Accounts 5ecei"$le "nd P"y"$le4
6erie&
(C SAP A% IUT110 1
13.4
SAP AG 1999
Post re/uest #or energy consulting
9ispl"y "ccount $"l"nce
P"yment $y chec1 #or "ccount $"l"nce
The chec1 &"s not coered4
5eturn &ith ch"rge
9unning propos"l #or contr"ct "ccount% #ollo&ed
$y dunning
Arr"ngement o# inst"llment pl"n
Contr"ct Accounts 5ecei"$le "nd P"y"$le4
0usiness Scen"rio
(C SAP A% IUT110 !
13.5
SAP AG 1999
Contr"ct Accounts 5ecei"$le "nd P"y"$le is the 2I -CA
component4
(2in"nci"l Accounting4
Contr"ct Accounts 5ecei"$le "nd P"y"$le)
2I-CA is designed "s " su$-ledger #or customer processing.
Contr"ct Accounts 5ecei"$le "nd P"y"$le
"nd 2I-CA
(C SAP A% IUT110 #
13.6
SAP AG 1999
2I 2I- -CA CA
6pen items
Posting in#orm"tion
In#orm"tion
0usiness processes
8or1#lo&s
9"t" e3ch"nge
IS-U IS-U IS-T IS-T
IS-IS/C9 IS-IS/C9 6ther 6ther
2I-CA B"s An 6pen Architecture
IS-IS-C<. Industry Speci7ic Component - Insur$nce. collections/dis)ursements
IS-T. Industry Speci7ic Component - Telecommunic$tions
(C SAP A% IUT110 &
13.7
SAP AG 1999
Suit"$le #or " l"rge num$er o# contr"ct "ccounts "nd
documents4
6ptim"l use o# stor"ge sp"ce $y me"ns o# " speci"l document
structure.
P"r"llel processing o# m"ss runs (such "s p"yment run% dunning
run).
Summ"ri:"tion o# gener"l ledger in#orm"tion (summ"ry
records).
Processing o# $usiness tr"ns"ctions conenient #or cler1s.
9ocuments "re "ssigned to $usiness p"rtner "ccounts "nd
contr"ct "ccounts ("nd depending on the industry% they "re
"lso "ssigned to contr"cts).
St"nd"rd processes (such "s posting or p"ying) c"n $e
ch"nged &ithout m"1ing "ny modi#ic"tions.
Speci"l 2e"tures o# 2I-CA
(C SAP A% IUT110 '
13.8
SAP AG 1999
0usiness p"rtner
Cont"ins centr"l d"t"% such "s n"mes% "ddresses%
communic"tion d"t" "nd $"n1 det"ils.
5epresents " n"tur"l or leg"l person &ith &hom
$usiness rel"tionships c"n $e conducted.
Contr"ct "ccount
Cont"ins control d"t"% such "s p"yment methods%
terms o# p"yment "nd dunning procedures.
6$'ect% #or &hich open item "ccounting is m"n"ged in
Contr"ct Accounts 5ecei"$le "nd P"y"$le
Usu"lly represents " group o# contr"cts
(industry sector).
Contr"ct (industry-speci#ic)
9ocument items
0P
Account Account
Contr"ct Contr"ct Contr"ct
IS-U
IS-CA
Account
Centr"l 6$'ects in 2I-CA
(C SAP A% IUT110 ,
13..
SAP AG 1999
*ocu'ent
2ostin&
*ocu'ent
2ostin&
Pa"'ent 2ostin&
Pa"'ent 2ostin&
*ocu'ent re(ersal
*ocu'ent re(ersal
Account
'aintenance
Account
'aintenance
Account anal"sis
Account anal"sis *unnin&
*unnin&
Inco'in& 2a"'ents
Inco'in& 2a"'ents
Interest Interest Interest
Returns
2rocessin&
Returns Returns
2rocessin& 2rocessin&
Install'ent 2lan
Install'ent 2lan *e8erral
*e8erral
Irreco(era)le de)t
Irreco(era)le de)t
Contr"ct Accounts 5ecei"$le "nd P"y"$le4
0usiness Tr"ns"ctions
(C SAP A% IUT110 -
13.10
SAP AG 1999
4(er(ie<
9ocuments
Account dis2la"
Pa"'ents
Returns
*unnin&
*e8erral and install'ent 2lan
Contr"ct Accounts 5ecei"$le "nd P"y"$le4
Posting 9ocuments
(C SAP A% IUT110 10
13.11
SAP AG 1999
At the conclusion o# this topic% you &ill $e "$le to4
;3pl"in the document structure in contr"ct
"ccounts recei"$le "nd p"y"$le.
Post recei"$les items.
Posting 9ocuments4 6$'ecties
(C SAP A% IUT110 11
13.12
SAP AG 1999
SAP Utilities
I# $usiness processes "re not integr"ted &ith IS-U
or S9% or "utom"tic"lly connected to Contr"ct
Accounts 5ecei"$le "nd P"y"$le $y "n inter#"ce%
indiidu"l postings c"n $e inserted into the system
"s m"nu"l documents.
;3"mples include rent recei"$les% le"se
recei"$les "s &ell "s recei"$les #or "n energy
consult"nt.
Posting 9ocuments4 Introduction
(C SAP A% IUT110 12
13.13
SAP AG 1999
Post re/uest #or energy consulting
9ispl"y "ccount $"l"nce
P"yment $y chec1 #or "ccount $"l"nce
The chec1 &"s not coered4
5eturn &ith ch"rge
9unning propos"l #or contr"ct "ccount%
#ollo&ed $y dunning
Arr"ngement o# inst"llment pl"n
Posting 9ocuments4 0usiness Scen"rio
(C SAP A% IUT110 11
13.14
SAP AG 1999
G/* "ccount item
0usiness
p"rtner
item
9ocument
9ocuments in Contr"ct Accounts 5ecei"$le
"nd P"y"$le
The )$sis 7or Contr$ct Accounts 5ecei+$)le $nd P$y$)le is the document /ith.
9ocument he$der
This cont$ins the d$t$ th$t is +$lid 7or $ll line items: such $s document d$te: posting d$te:
reconcili$tion 3ey.
+usiness %$rtner items (recei+$)les lines or reconcili$tion lines
These cont$in $ll d$t$ rele+$nt 7or p$yment tr$ns$ctions or dunning $nd the recei+$)les $ccount or
reconcili$tion $ccount /hich is de)ited or credited.
D/@ $ccount item (re+enue lines
This cont$ins the d$t$ 7or the pro7it $nd loss st$tement: $s /ell $s d$t$ 7or s$les t$A.
(C SAP A% IUT110 1!
13.15
SAP AG 1999
Gener"l d"t"
Gener"l
9 *ocu'ent date
9 *ocu'ent t"2e
9 *ocu'ent nu')er
9ocument
Gener"l 9ocument 9"t"
The document d$te indic$tes the issue d$te o7 the origin$l document.
9ocument ty%es
<istinguish )et/een )usiness tr$ns$ctions
Control document stor$ge using the num)er r$nge $lloc$ted. The document num)er is determined
during posting )y the num)er r$nge.
Are +$lid 7or $ single client
=A$mples o7 document types $re. A0 6iscell$neous document: %0 4ees: 4A In+oicing.
9ocument num*er
Iey: /hich identi7ies the document in the contr$ct $ccount recei+$)le $nd p$y$)le 7or e$ch client.
<epending on the type o7 num)er $ssignment: the document num)er is $ssigned $utom$tic$lly )y the
system /hen the document is posted: or is entered )y the user /hen $ document is cre$ted.
The type o7 num)er $ssignment is decided )y the document type entered in the document he$der. Lou
speci7y.
A num)er r$nge 7rom /hich the document num)er is chosen.
2hether the num)er is entered $utom$tic$lly or m$nu$lly.
(C SAP A% IUT110 1#
13.16
SAP AG 1999
Gener"l
9 *ocu'ent date
9 *ocu'ent t"2e
9 *ocu'ent nu')er
9ocument
5e#erence "nd
currency
9 Re8erence
9 !urrenc"
9 !on(ersion rules
Gener"l d"t"
9ocument 9"t"4 5e#erence "nd Currency
The re,erence document num*er c$n cont$in the document num)er 7or the )usiness p$rtner. This 7ield
c$n $lso )e 7illed /ith other d$t$.
The re7erence document num)er is used $s $ se$rch criterion 7or document displ$y or ch$nge. In
correspondence: the re7erence document num)er is sometimes printed in pl$ce o7 the document num)er.
=nter the num)er speci7ied )y the p$rtner. I7 the document /$s gener$ted in your comp$ny $nd $
document num)er is not 3no/n 7or the p$rtner: it is possi)le to copy the document num)er in the
re7erence num)er 7ield )y entering TNT.
The tr$ns$ction currency is the 3ey o7 the currency: in /hich the document is (or /$s posted.
67ch$n'e r$te
=Ach$nge r$te used 7or the con+ersion )et/een the tr$ns$ction currency $nd the loc$l currency. The
eAch$nge r$te is s$+ed $t the item le+el.
The eAch$nge r$te th$t is entered is proposed in the document items during entry o7 $ document
(possi)le entries.
The eAch$nge r$te 7ield c$n only )e used )y cler3s /ho enter documents 7or comp$ny codes /ith the
s$me loc$l currency. This loc$l currency must )e recorded in the user settings.
(C SAP A% IUT110 1&
13.17
SAP AG 1999
Gener"l d"t"
Gener"l
9 *ocu'ent date
9 *ocu'ent t"2e
9 *ocu'ent nu')er
5e#erence "nd
currency
9 Re8erence
9 !urrenc"
9 !on(ersion rules
Gener"l ledger
9 Postin& date
9 Reconciliation $e"
9 Sin&le docu'ent
9ocument
9ocument 9"t"4 *in1 to Gener"l *edger
Accounting
!ostin' d$te. The d$te on /hich the document /$s posted in Contr$ct Accounts 5ecei+$)le $nd
P$y$)le. The posting d$te m$y )e di77erent to the entry d$te (d$te o7 entry in the system $nd the
document d$te (d$te on /hich the origin$l document /$s cre$ted.
"econci#i$tion 0ey 7or %/8 $ccounting. Iey: in /hich the summ$ry records o7 Contr$ct Accounts
5ecei+$)le $nd P$y$)le $re /ritten 7or tr$ns7er to do/nstre$m $ccounting.
The 3ey is entered $s $n eAtern$l re7erence in the document he$der 7ield Tre7erence 3eyT during tr$ns7er
o7 the summ$ry records to SAP 5/1 gener$l ledger $ccounting. This me$ns th$t itemi9$tion o7 the tot$ls
posted in the gener$l ledger is possi)le.
Lou must $ssign the 3ey 7or m$nu$l postings. 4or m$ss processing: the 3ey is $ssigned )y the progr$m
th$t eAecutes processing (such $s $ p$yment run.
<ocument items )elonging to one summ$ry record $re summ$ri9ed. I7 you do not /$nt $ summ$ry: you
c$n select sin'#e document or sin'#e item in the corresponding 7ield 7or e$ch document. This document
is s$+ed in the %/8 document $s $ single document item.
(C SAP A% IUT110 1'
13.18
SAP AG 1999
Gener"l d"t" ;ntry control
Gener"l
9 *ocu'ent date
9 *ocu'ent t"2e
9 *ocu'ent nu')er
5e#erence "nd
currency
9 Re8erence
9 !urrenc"
9 !on(ersion rules
Gener"l ledger
9 Postin& date
9 Reconciliation $e"
9 Sin&le docu'ent
9ocument
9 .ntr" (ariants
9 !alculate ta6es
9 @urisdiction code
9 !o'2an" code
9 !learin& reason
9 Screen (ariants
9ocument 9"t"4 ;ntry Control
The entry 1$ri$nt controls /hich 7ields $re to )e hidden 7or posting: ch$nging: $nd displ$ying $
document. This $llo/s you to customi9e screens 7or the )usiness tr$ns$ction (such $s $ do/n p$yment.
The c$#cu#$tion o, t$7es me$ns th$t the system $utom$tic$lly c$lcul$tes t$Aes using the speci7ic$tions in
the )usiness p$rtner items during simul$tion or posting. I7 you do not set the indic$tor: you h$+e to enter
the t$A lines sep$r$tely.
<e7$ult +$lue 7or com%$ny code
2here no comp$ny code is entered: the de7$ult comp$ny code is $dded to e$ch document line item.
The comp$ny code is $n entry $id 7or documents or line items th$t $re to )e posted in the s$me
comp$ny code.
The user settings $llo/ you to )loc3 cross-comp$ny code posting. I7 this setting h$s )een m$de: users
must enter $ comp$ny code.
The c#e$rin' re$son is s$+ed in the cle$red line items $nd c$n )e displ$yed during $n$lysis o7 the single
items (such $s in the $ccount )$l$nce displ$y. I7 you cle$r items using the 7unction Post document: you
must speci7y $ cle$ring re$son here. I7 you do not enter $ cle$ring re$son: the system /ill $s3 you to
enter one )e7ore posting the document.
(C SAP A% IUT110 1,
13.1.
SAP AG 1999
Addition"l d"t"
-Item te3t
-Grouping
-Period 1ey
0usiness
p"rtner
item
Cle"ring d"t"
9ue d"tes4
!et/C"sh discount/
de#err"l
Altern"tie
p"rtner #or
p"yments
9unning d"t"/
Interest
c"lcul"tion
P"yment d"t"
5epetition
speci#ic"tions
0usiness p"rtner
Contr"ct "ccount
Contr"ct
Comp"ny code
Procedure
Amounts
%andator" s2eci8ications
42tional s2eci8ications
Indiidu"l
tr"ns#er to
gener"l ledger
Set auto'aticall"
9"t" on 0usiness P"rtner Item
Item te7t c$n )e used )oth intern$lly $nd eAtern$lly. To di77erenti$te )et/een these: teAts 7or eAtern$l
use must )egin /ith TNT. This c$n then )e speci7ied on $ll correspondence: such $s dunning notices $nd
p$yment $d+ice notes. The $steris3s $re $utom$tic$lly remo+ed /hen the document is printed.
A 'rou%in' 0ey c$n )e $ssigned to $ny document items th$t should )e depicted $s one item in lists:
correspondence $nd $ccount processing.
=A$mple. I7 $ customer )ill cont$ins items 7rom di77erent di+isions: )ut only one 7in$l $mount is p$y$)le
)y the customer: $ summ$ri9ed list simpli7ies the $lloc$tion o7 incoming p$yments.
The %eriod 0ey c$n )e used: 7or eA$mple: i7 det$ils $)out the )illing period th$t the recei+$)le rel$tes to
$re to )e included in the correspondence. The re"uired 3ey c$n )e entered $s $n $ltern$ti+e to s$+ing $
long teAt 7or e$ch item.
=A$mples.
C1-# 4irst "u$rter 1--#
01-# R$nu$ry 1--#
?1-# 1.1.1--# - &.10.1--#
(C SAP A% IUT110 1-
13.20
SAP AG 1999
Amounts
"nd t"3
code
Amounts
"nd t"3
code
Account
"ssignment #or
su$se/uent
"ccounting
Account
"ssignment #or
su$se/uent
"ccounting
G/* "ccount item
Gener"l ledger4
Comp"ny code%
G/* "ccount
Gener"l ledger4
Comp"ny code%
G/* "ccount
9"t" on G/* Account Item
<$t$ on %/8 $ccount item.
A$#ue d$te. <$y /hen +$lues $re set.
The +$lue d$te indic$tes the d$y on /hich the 7in$nci$l tr$ns$ction $ctu$lly too3 pl$ce in 7in$nci$l
$ccounts ()$n3 $ccounts: )$n3 su)-$ccounts.
The +$lue d$te indic$tes the d$y on /hich the 7in$nci$l tr$ns$ction is eApected 7or p$yment postings
th$t $re gener$ted )e7ore p$yment.
The +$lue d$te is decisi+e 7or represent$tion o7 the c$sh m$n$gement position.
A %#$nnin' #e1e# is $lloc$ted in the document item o7 Contr$ct Accounts 5ecei+$)le $nd P$y$)le 7or
upd$ting in c$sh m$n$gement. The pl$nning le+el is used 7or control in c$sh m$n$gement.
The t$7 tr$ns$ction determines /hich type o7 t$A is used. The 3eys $re de7ined in the system $nd
c$nnot )e ch$nged. The tr$ns$ction 3ey is 7or documenting the t$A type $7ter tr$ns7er into 5/1 gener$l
ledger $ccounting.
Autom$tic determin$tion o7 t$A $ccounts is per7ormed using the tr$ns$ction 3ey.
=A$mples.
TAG is used 7or output t$A.
I;PUT is used 7or input t$A.
(C SAP A% IUT110 20
13.21
SAP AG 1999
5ecei"$les / credit memos
Autom"tic determin"tion o#
gener"l ledger "ccounts "nd
t"3 "ccounts using
tr"ns"ctions
Cl"ssi#ic"tion using
document type
Autom"tic determin"tion o#
due d"tes using terms o#
p"yment in the contr"ct
"ccount
5ecei"$les or credit c"n $e
cle"red immedi"tely
0usiness p"rtner 0P1
Contr"ct "ccount CA 1
Amount U!I 100
0usiness p"rtner 0P2
Contr"ct "ccount CA2
Amount U!I 1,0
0usiness p"rtner 0P+
Contr"ct "ccount CA+
Amount U!I 2,0
<"nu"l 9ocument ;ntry4 Items
5ecei+$)les $nd credit memos c$n )e entered m$nu$lly. <uring posting: $ tr$ns$ction th$t is de7ined in
the system is speci7ied 7or e$ch )usiness tr$ns$ction. In this /$y: the gener$l ledger $ccounts $re
$utom$tic$lly determined $nd inserted in the recei+$)les $nd re+enue lines. The s$me occurs 7or t$A
$ccounts.
Cl$ssi7ic$tion o7 documents occurs /ith speci7ic$tion o7 $ document type.
<ue d$tes $re determined $utom$tic$lly using the terms o7 p$yment in the contr$ct $ccount.
5ecei+$)les $nd credit memos c$n $lso )e cle$red either immedi$tely or p$rti$lly.
5ecei+$)les lines c$n )e repe$ted /ith di77erent due d$tes $nd speci7ic$tion o7 $ st$rt d$te $t monthly or
d$ily inter+$ls (7or eA$mple: 7or )udget )illing or inst$llment pl$ns.
<ocument line items do not $ll h$+e to )elong to the s$me )usiness p$rtner.
(C SAP A% IUT110 21
13.22
SAP AG 1999
Tr"ns"ctions e3pl"in the $usiness tr"ns"ction
on &hich the posting o# " line item is $"sed.
A tr"ns"ction is " com$in"tion o# m"in "nd su$-tr"ns"ctions
Te3ts #or the tr"ns"ctions e3pl"in the $usiness tr"ns"ction
"nd "re ""il"$le #or correspondence
Tr"ns"ctions control IS-U "ccount determin"tion
Tr"ns"ctions control IS-U determin"tion o# "lue-"dded t"3
IS-U uses intern"l m"in "nd su$-tr"ns"ctions% &hich "re
"ssigned intern"lly $y "rious IS-U $usiness processes. The
tr"ns"ctions "lso control these $usiness processes.
Tr"ns"ctions in Contr"ct Accounts 5ecei"$le "nd
P"y"$le
=A$mple 7or.
6$in tr$ns$ction. periodic )illing
Su)-tr$ns$ction. recei+$)le 7rom energy ch$rge
(C SAP A% IUT110 22
13.23
SAP AG 1999
<"in tr"ns"ction Su$-tr"ns"ction
0illing ;nergy ch"rge recei"$le
;nergy ch"rge credit
Settlement price recei"$le
Settlement price credit
Serice ch"rge recei"$le
Serice ch"rge credit
Ch"rges St"tistic"l dunning ch"rge
9unning ch"rge
Ch"rge #or items ininst"llment pl"n
;3"mples o# Tr"ns"ctions
St$tistic$l posting simpli7ies the $dministr$tion o7 dou)t7ul recei+$)les (items: $s these postings $re not
tr$ns7erred to the gener$l ledger: $nd $re thus e$sier to re+erse i7 they $re not p$id.
0udget )illing recei+$)les $re $ typic$l eA$mple: $s in most c$ses: there is no )ill $nd the collection o7
p$yment: i7 p$yment is not m$de: is less li3ely th$n in c$ses /here $ )ill eAists. Simil$rly: t$A is only due
7or st$tistic$l )udget )illing recei+$)les: on p$yment o7 the )udget )illing $mount thus only /hen the
recei+$)les $re posted to the gener$l ledger. <unning ch$rges $re $nother eA$mple o7 ch$rges th$t tend
not to )e p$yed.
(C SAP A% IUT110 21
13.24
SAP AG 1999
1. 9oc.4 Amount U!I ,.0
!et U!I ,00
T"3 U!I .0
2. 9oc.4 Amount U!I 11A
!et U!I 100
T"3 U!I 1A
5econcili"tion 1ey4
D.12AISU01
9ocument
posting
2I-CA documents
9 1-0000 U!I ADA
C .00000 U!I A00
C 1C,001 U!I DA
5econcili"tion 1ey
D.12AISU01
Summ"ry
5ecord
Gener"te
postings
2I documents
-0 1-0000 ADA%--
,0 .00000 A00%--
,0 1C,001 DA%--
5e#erence 1ey
D.12AISU01
5e#erence tr"ns"ction
277SU
Tr"ns#er to Gener"l *edger Accounting
(ne use o7 the re7erence 3ey is to reloc$te indi+idu$l items in the su)-ledger (t$3en 7rom the gener$l
ledger.
(C SAP A% IUT110 2!
13.25
SAP AG 1999
Tr"ns#er unit #or postings #rom Contr"ct Accounts 5ecei"$le
"nd P"y"$le to 2in"nci"l Accounting.
Single documents #rom Contr"ct Accounts 5ecei"$le "nd
P"y"$le "re grouped into summ"ry records i#4
Summ"ri:"tion &"s not preented m"nu"lly.
They h"e the s"me reconcili"tion 1ey.
They c"n $e grouped "ccording to G/* "ccounting "nd su$se/uent
"pplic"tion criteri".
;3"mples #or summ"ri:"tion criteri" "re4
Comp"ny code "nd d"te
9e$it/credit indic"tor
Gener"l ledger "ccount
Currency
9o&nstre"m system criteri"
Summ"ry 5ecord
(C SAP A% IUT110 2#
13.26
SAP AG 1999
The most import"nt d"t" in the document he"der is4
9ocument num$er
5econcili"tion 1ey
Posting d"te
9ocument d"te
The $usiness p"rtner item4
Is "lloc"ted to " $usiness p"rtner.
Cont"ins the "mount to $e posted.
Cont"ins the "ccount "ssignment #or G/* "ccounting
determined $y the tr"ns"ction.
The G/* "ccount item cont"ins in#orm"tion on the
corresponding G/* "ccount.
Posting 9ocuments4 Summ"ry (1)
"e%etition #ines $lso eAist in the document.
They m$3e it possi)le to s$+e memory sp$ce $nd $re used 7or representing )udget )illing pl$ns $nd
inst$llment pl$ns. 5ecei+$)les lines 7orm the )$sis o7 repetition lines $nd c$n )e repe$ted 7or di77erent
due d$tes. 4rom the cler3Ss point o7 +ie/: these lines $re irrele+$nt since they $ppe$r in the contr$ct
$ccount displ$y $s norm$l items $nd c$n )e processed $ccordingly.
document does not h$1e to cont$in $## o, the #ines mentioned $)o+e. (ne eA$mple o7 this is $
norm$l p$yment th$t le$ds to complete cle$ring o7 the $77ected recei+$)les lines. In this c$se: only $ ne/
document he$der is /ritten 7or the p$yment: since the d$t$ rele+$nt 7or the $ccount $ssignment comes
7rom the recei+$)les lines.
(C SAP A% IUT110 2&
13.27
SAP AG 1999
I# necess"ry% documents c"n $e posted m"nu"lly
in Contr"ct Accounts 5ecei"$le "nd P"y"$le.
This is possi$le #or $othrecei"$les "nd credit
memos.
An item c"n $e entered4
Indiidu"lly
In " list
Posting 9ocuments4 Summ"ry (2)
(C SAP A% IUT110 2'
13.28
SAP AG 1999
4(er(ie<
*ocu'ents
Account displ"y
Pa"'ents
Returns
*unnin&
*e8erral and install'ent 2lan
Contr"ct Accounts 5ecei"$le "nd P"y"$le4
Account 9ispl"y
(C SAP A% IUT110 2,
13.2.
SAP AG 1999
At the conclusion o# this topic% you &ill $e "$le to4
Proide in#orm"tion on the $"l"nce "nd deelopment
o# " customer "ccount.
Proide in#orm"tion on the items o# " customer
"ccount.
Use the n"ig"tion options in the item displ"y.
Use the @Customer oerie&@ "nd @Customer
"ccountP in#orm"tion processes.
Account 9ispl"y4 6$'ecties
(C SAP A% IUT110 2-
13.30
SAP AG 1999
SAP Utilities
Utility comp"nies o#ten h"e to de"l &ith l"rge
num$ers o# items due to the l"rge num$er o#
customers "nd $udget $illing p"yments.
In#orm"tion on customer "ccounts is gien /uic1ly
"nd comprehensiely.
?"ri"$le displ"ys "re proided th"t c"n e"sily $e
"d'usted "ccording to the situ"tion.
9i##erent displ"y #orm"ts c"n $e used depending on
the t"s1s o# the cler1 ("ccounting% dunning% #or
e3"mple)
Indiidu"l selection o# displ"y "ri"nts c"n $e
de#ined in the user p"r"meters.
Account 9ispl"y4 Introduction
(C SAP A% IUT110 10
13.31
SAP AG 1999
Post re/uest #or energy consulting
9ispl"y "ccount $"l"nce
P"yment $y chec1 #or "ccount $"l"nce
The chec1 &"s not coered4
5eturn &ith ch"rge
9unning propos"l #or contr"ct "ccount%
#ollo&ed $y dunning
Arr"ngement o# inst"llment pl"n
Account 9ispl"y4 0usiness Scen"rio
(C SAP A% IUT110 11
13.32
SAP AG 1999
0usiness p"rtner% contr"ct "ccount% contr"ct
!o'2an" code; install'ent 2lan; collecti(e )ill
*ist c"tegory #or restricting the items to $e displ"yed
"ccording to @st"tus@4
.6a'2les0 All o2en; due; or statistical ite's.
User-s2eci8ic limit"tions
*ist represent"tionde8ines the line structure
An" t"2e o8 sorting is 2ossi)le
Account 9ispl"y4 Initi"l Screen
(C SAP A% IUT110 12
13.33
SAP AG 1999
The list c"tegory determines &hich items "re selected #or the
"ccount displ"y (such "s open items or do&n p"yment
re/uests).
The list c"tegory m"1es it possi$le to s"e #re/uently used
selections under one 1ey.
As "n "ltern"tie to selecting items using list c"tegories% you
c"n select4
Standard; in order to choose the standard selection
:all o2en; non-statistical ite's>.
*etail; in order to s2eci8icall" deter'ine the selection o8 ite's.
;en i# " list c"tegory is used% the selection c"n still $e ch"nged
using @det"il@. This ch"nge is not s"ed "nd is only used #or the
current displ"y.
Account 9ispl"y4 *ist C"tegory
(C SAP A% IUT110 11
13.34
SAP AG 1999
9etermines &hich #ields o# " document "re included in the
"ccount displ"y.
9i##erent line structure "ri"nts c"n $e selected in the
"ccount displ"y. It is "lso possi$le totot"li:e "lues using
p"rticul"r criteri".
The s"me output list c"n $e ie&ed in " num$er o# &"ys.
Account 9ispl"y4 *ine *"yout
(C SAP A% IUT110 1!
13.35
SAP AG 1999
6erie& 6erie&
Be"der Be"der
G/*
item
list
G/*
item
list
Item
list
Item
list
9et"il screen
o#
$usiness
p"rtner items
9et"il screen
o#
$usiness
p"rtner items
9et"il screen
o#
G/* items
9et"il screen
o#
G/* items
Account 9ispl"y4 !"ig"ting in the 9ocument
9ispl"y
It is possi)le to return to the he$der 7rom $ny screen.
(C SAP A% IUT110 1#
13.36
SAP AG 1999
?"ri"$le item selection
All items/open items/cle"red items (&ith/&ithout
p"yments)
St"tistic"l items ("ll/$udget $illing pl"n/ch"rges/...)
User-speci#ic selection criteri"
;3"mple4 0y due d"tes
?"ri"$le displ"y
@2ree@ selection o# d"t" #ields
User-de#ined "ccount displ"y
Account 9ispl"y4 Summ"ry (1)
(C SAP A% IUT110 1&
13.37
SAP AG 1999
Immedi"te "ccess to enironment d"t"
9ocument
0usiness p"rtner/contr"ct "ccount/contr"ct
P"yment use
Source recei"$le(s) #or inst"llment pl"n items
9unning history
...
Sort "nd summ"ry #unctions &ithin the "ccount
displ"y
Account 9ispl"y4 Summ"ry (2)
(C SAP A% IUT110 1'
13.38
SAP AG 1999
4(er(ie<
*ocu'ents
Account dis2la"
P"yments
Returns
*unnin&
*e8erral and install'ent 2lan
Contr"ct Accounts 5ecei"$le "nd P"y"$le4
P"yments
(C SAP A% IUT110 1,
13.3.
SAP AG 1999
At the conclusion o# this topic% you &ill $e "$le to4
;3pl"in the processing steps o# " p"yment lot
Post p"yments using " p"yment lot
Post p"yments i" p"yment "t c"sh des1
P"yment 5un4 6$'ecties
(C SAP A% IUT110 1-
13.40
SAP AG 1999
SAP Utilities
Utility comp"nies h"e to de"l &ith l"rge num$ers o#
incoming p"yments in " reli"$le e##icient m"nner.
P"yment #lo& re"ches the utility comp"ny in "rious
&"ys. These include d"t" medium e3ch"nge%
"utom"tic"lly re"d documents "nd other documents.
0"c1ground "nd di"log processes "re proided #or
processing p"yments% depending on the situ"tion.
P"yment 5un4 Introduction
(C SAP A% IUT110 !0
13.41
SAP AG 1999
Post re/uest #or energy consulting
9ispl"y "ccount $"l"nce
P"yment $y chec1 #or "ccount $"l"nce
The chec1 &"s not coered4
5eturn &ith ch"rge
9unning propos"l #or contr"ct "ccount%
#ollo&ed $y dunning
Arr"ngement o# inst"llment pl"n
P"yment 5un4 0usiness Scen"rio
(C SAP A% IUT110 !1
13.42
SAP AG 1999
<"nu"l <"nu"l Autom"tic Autom"tic
Autom"tic "nd <"nu"l P"yments
Autom"tic incoming
p"yments
Collection procedure
Credit rep"yment
5eturns
P"yment lot
Chec1 lot
Credit c"rd lot
P"yment "t c"sh des1
5eturns lot
utom$tic incomin' %$yment8
Incoming p$yment d$t$ 7rom pre+ious systems: 7in$nci$l institutions: or $gencies is processed here. The
system $utom$tic$lly cre$tes $ p$yment posting 7or the corresponding )usiness p$rtner. P$yments $re
$utom$tic$lly $lloc$ted to one or more recei+$)les items. Credit items rele$sed 7or settlement $re $lso
t$3en into $ccount.
I7 $n item c$nnot )e $lloc$ted: it is possi)le to post $n $ccount $t contr$ct $ccount le+el. 6$nu$l post-
processing is $lso possi)le.
Co##ection %rocedureP$yments $re h$ndled )y collection or direct de)it 7rom 7in$nci$l institutes or
credit c$rd comp$nies $nd the corresponding output medi$ $re cre$ted.
Credit re%$ymentCredit is $utom$tic$lly rep$yed )y chec3: )$n3 tr$ns7er or post$l c$sh p$yment order
$nd the corresponding output medi$ $re cre$ted.
"eturns %rocessin'
Autom$tic returns processing /ith /or37lo/ lin3 is pro+ided 7or returned p$yments 7rom 7in$nci$l
institutions $nd credit c$rd comp$nies: $s /ell $s 7or returned incoming chec3s $nd post$l c$sh p$yment
orders th$t could not )e deli+ered.
(C SAP A% IUT110 !2
13.43
SAP AG 1999
The p"yment lot stores d"t" #rom e3tern"l p"yments.
P"yment d"t" is stored in " lot i#4
It h"s the s"me source
It is to $e processed 'ointly.
9"t" #or " group o# incoming chec1s is stored in " p"yment
lot. This type o# lot is c"lled " chec1 lot.
0"n1 tr"ns#ers "nd/or de$it memos th"t &ere receied "re
e3tr"cted #rom "n "ccount st"tement "nd stored in " p"yment
lot.
P"yment *ot
(C SAP A% IUT110 !1
13.44
SAP AG 1999
Be"der entry Be"der entry Be"der entry
9"t" is s"ed in the p"yment lot he"der i#4
It "pplies to the entire lot
It is used "s " de#"ult "lue #or items
P"yment *ot4 Structure
<$t$ th$t $pplies to the entire lot.
Iey
Se$rch term
Posting d$te
0$n3 cle$ring $ccount
Comp$ny code 7or the )$n3 posting
5econcili$tion 3ey 7or gener$l ledger $ccounting
Currency
@$lue d$te
(C SAP A% IUT110 !!
13.45
SAP AG 1999
Item 2 Item 2 Item 2
Item 1 Item 1 Item 1
Be"der entry Be"der entry Be"der entry
9"t" is s"ed in the p"yment lot he"der i#4
It "pplies to the entire lot4
It is used "s " de#"ult "lue #or items
An item is " p"yment &ith4
An "mount
Speci#ic"tions #or the selection o# recei"$les to $e
cle"red
P"yment *ot4 Structure
(C SAP A% IUT110 !#
13.46
SAP AG 1999
P"yment lot processing includes the #ollo&ing steps4
Cre"te
Ch"nge (option"l)
Close (deletion "nd insertion o# items is no longer "llo&ed)
Post
Post-processing (#or cl"ri#ic"tion "nd errors)
Post-processing is necess"ry i# postings &ere gener"ted in "n
interim "ccount% or i# it &"s not possi$le to m"1e "ny postings.
!e&
p"yment
lot
Cre"te Close Post
P"yment
lot
complete
Ch"nge
Post-
processing
P"yment *ot4 Processing Steps
(C SAP A% IUT110 !&
13.47
SAP AG 1999
A p"yment lot c"n $e cre"ted4
In di"log mode (#or e3"mple " chec1 lot)
0y progr"m (#or e3"mple "n incoming $"n1 tr"ns#er lot)
The #ollo&ing is speci#ied4
5econcili"tion 1ey
Be"der d"t" #or the p"yment lot
The document% items% "nd the cle"ring o# open items
!e&
p"yment
lot
Cre"te Close Post
P"yment
lot
complete
P"yment *ot4 Cre"te
<e7$ult +$lues on the he$der screen.
The current d$te is de7ined
The l$st +$lues entered (i7 $+$il$)le $re inserted $utom$tic$lly 7or the comp$ny code: currency: $nd
)usiness $re$.
The document type: cle$ring re$son: $nd the selection c$tegories $re recorded in Customi9ing.
(C SAP A% IUT110 !'
13.48
SAP AG 1999
The essenti"l entries "re4
Amount
P"yment use i" selection c"tegory "nd selection "lue% &hich
"re essenti"l #or choosing open items th"t "re cle"red $y
p"yment.
Selection c"tegories "re one ch"r"cter "$$rei"tions th"t "re
de#ined in Customi:ing.
These include4 G #or $usiness p"rtner%
7 #or contr"ct "ccount%
? #or contr"ct
!e&
p"yment
lot
Cre"te Close Post
P"yment
lot
complete
P"yment *ot4 Cre"te Items
=nter one line o7 d$t$ 7or e$ch p$yment during list entry. @$ri$nts o7 the line structure c$n )e recorded in
Customi9ing. Lou c$n ch$nge the entry +$ri$nts using the Screen 1$ri$nt 3ey.
0y pressing the ddition$# s%eci,ic$tions 3ey: you c$n )r$nch to the det$il screen o7 the selected item.
Lou c$n enter $ddition$l d$t$ on the p$yment: i7 re"uired.
(n the det$il screen: you c$n enter $ny $ddition$l d$t$ necess$ry 7or p$yment $lloc$tion or 7or 7urther
cl$ri7ic$tion.
(C SAP A% IUT110 !,
13.4.
SAP AG 1999
Items c"n $e deleted "nd "dded "s long "s the p"yment lot
is not closed.
9"t" on items th"t h"e "lre"dy $een entered c"n "lso $e
corrected.
Interrupted entry o# " p"yment lot c"n $e resumed using
this #unction.
!e&
p"yment
lot
Cre"te Close Post
P"yment
lot
complete
Ch"nge
P"yment *ot4 Ch"nge
(C SAP A% IUT110 !-
13.50
SAP AG 1999
Closing " p"yment lot me"ns th"t "dding or deleting items
is no longer possi$le.
Corrections c"n still $e m"de on the p"yment lot items "#ter
closing.
Posting c"nnot $egin until " lot is closed.
!e&
p"yment
lot
Cre"te Close Post
P"yment
lot
complete
P"yment *ot4 Close
(C SAP A% IUT110 #0
13.51
SAP AG 1999
Postings c"n either $e de"lt &ith in di"log mode or in "
$"c1ground process (typic"l #or m"ss d"t").
Postings to customer "ccount including p"yment use &ith4
Cle"ring o# open items "nd/or
Gener"tion o# p"yments on "ccount
Posting to "n interim "ccount i# the p"yment use is uncle"r
A chec1 deposit list c"n $e printed #or chec1 lots
!e&
p"yment
lot
Cre"te Close Post
P"yment
lot
complete
P"yment *ot4 Post
The 7ollo/ing %ostin's $re gener$ted in $ posting run.
4or $ chec0 #ot.
(ne summ$ry posting 7or e$ch lot. incoming chec3s $ccount to cle$ring $ccount: $nd one posting 7or
cle$ring $ccount to p$yment use 7or e$ch chec3 (in pl$nning. The document num)er is noted in the
p$yment lot he$der.
4or other #ots. (ne posting o7 )$n3 su)-$ccount to p$yment use or interim $ccount. The document
num)er is recorded in the $ssoci$ted items in the p$yment lot.
The %$yment use c$n consist o7 di77erent components.
Cle$ring/p$rti$l cle$ring o7 open items
Postings on $ccount
=Apense/re+enue (p$yment di77erence
%ener$tion o7 ne/ recei+$)les th$t $re cle$red immedi$tely (ch$rges: interest
(C SAP A% IUT110 #1
13.52
SAP AG 1999
9etermin"tion o# the "mount ""il"$le #or cle"ring
9etermin"tion o# the selection criteri" #or open items
6pen item selection
Conersion o# item currency to cle"ring currency
9istri$ution o# cle"ring "mount to open items
Gener"tion o# document items (such "s c"sh discounts%
ch"rges% do&n p"yments) c"used $y cle"ring
Posting o# the cle"ring document "nd noting the cle"ring
in#orm"tion in the items to $e cle"red
Autom"tic Cle"ring4 Process
(C SAP A% IUT110 #2
13.53
SAP AG 1999
I# "utom"tic "lloc"tion &"s not possi$le4
Cl"ri#ic"tion o# p"yment use "nd tr"ns#er #rom interim
"ccount to " contr"ct "ccount.
Correction o# p"yment items (such "s selection
speci#ic"tions) "nd rest"rt o# postings #or selected items.
<"nu"l posting "nd cle"ring #or selected items.
Triggering o# rep"yment i# the p"yment use c"nnot $e
determined.
!e&
p"yment
lot
Cre"te Close Post
P"yment
lot
complete
Post-
processing
P"yment *ot4 Post-processing
(C SAP A% IUT110 #1
13.54
SAP AG 1999
000001,0D00 121+1-00 AC2D1,00 11
*o not <rite in or sta'2 this 8ield.
*eutsche +an$
!urrenc"A'ount Pa" the )earer
A'ount in <ords
4r the holder
4D
!it"
*ate
Si&nature
Theprinted chec1te3t must not $e "lt er ed in "ny &"y.
!hec$ no. Account no. E E A'ount E Sort code E -e6t
!e& >or1
1.-.1DDA
9< - -00%- - #our hundred
5ed Cross
5eceipt
>ou p"id 12+.-, U!I
on April 1,% 2000.
5eceipt
>ou p"id 12+.-, U!I
on April 1,% 2000.
Chec1
deposit list
Chec1
deposit list
Post
directly
Post
directly
Post in
di"log mode
Post in
di"log mode
P"yment
posting
P"yment
posting
Contr"ct "ccount
0usiness p"rtner
Contr"ct "ccount
Contr"ct
9ocument num$er
!et due d"te
P"yment #orm no.
P"yment "t c"sh des1
2ithin the c$sh des3 7unction: p$yments c$n )e directly $lloc$ted to open items 7or $ )usiness p$rtner.
Lou c$n use $ p$yment propos$l or $ssign the p$yment m$nu$lly.
A distinction is m$de )et/een c$sh p$yments $nd p$yment )y chec3 or credit c$rd.
A receipt c$n )e printed 7ollo/ing the posting.
I7 $n o+erp$yment is m$de in c$sh: the rem$ining $mount is used to decide /hether $ posting on $ccount
is to )e m$de or /hether this $mount is to )e p$id to the customer.
The c$sh *ourn$l o77ers 7urther 7unction$lities. Lou c$n displ$y $ c$sh des3 structure $nd 7unctions such
$s deposits: /ithdr$/$ls: tr$ns7ers $nd c$sh $n$lysis c$n )e c$rried out.
(C SAP A% IUT110 #!
13.55
SAP AG 1999
6pen items "re displ"yed4
In " list &ith one line per item "nd
In " control $loc1 th"t displ"ys the st"tus o# cle"ring processi ng.
The di##erence $et&een the cle"ring "mount "nd the "lloc"ted
"mount is decisie here.
The "lloc"ted "mount is the sum o# the cle"ring "mounts th"t is
"lloc"ted to the indiidu"l items.
The cle"ring c"n $e posted i# the di##erence4
Is :ero (green light "ppe"rs)
Is &ithin " prede#ined toler"nce limit (yello& light "ppe"rs)
Cle"ring4 9i"log Processing
(pen item processing.
0y dou)le-clic3ing in the mount column: in$cti+e items )ecome $cti+e $nd +ice +ers$. As soon $s $n
item is $cti+e: $ +$lue $ppe$rs in the TCle$ring $mountV column. The posting $mount o7 the item is
proposed.
The cle$ring $mount c$n )e o+er/ritten (p$rti$l cle$ring. 0y dou)le-clic3ing in the C#e$rin' $mount
column: the system sets the $mount th$t is necess$ry to )ring the cle$ring to 9ero.
Items c$n $lso )e set to $cti+e $nd in$cti+e in groups. To do this: select the items in the le7t column $nd
then press the desired 3ey ($cti+e or in$cti+e.
The processing screen c$n )e recon7igured )y pressing the !resent$tion 3ey.
Lou c$n s/itch )et/een selection mode $nd comm$nd mode. The screen /idth c$n )e set to ,0 or 120
ch$r$cters (more det$iled in7orm$tion on items. The summ$ri9$tion o7 items in the displ$y c$n )e
s/itched on $nd o77.
The line structure (in7orm$tion displ$yed on open items c$n )e +$ried.
C$sh discount 7ields c$n )e displ$yed or hidden. The posting $mount $nd cle$ring $mount c$n )e
displ$yed $s net or gross. Lou c$n ch$nge the currency th$t is displ$yed.
(C SAP A% IUT110 ##
13.56
SAP AG 1999
P"yment c"n $e h"ndled "utom"tic"lly "nd m"nu"lly
in Contr"ct Accounts 5ecei"$le "nd P"y"$le.
P"yments "re processed4
In p"yment lots
At the c"sh des1
9et"iled rules c"n $e de#ined #or "utom"tic item
cle"ring.
P"yment4 Summ"ry
(C SAP A% IUT110 #&
13.57
SAP AG 1999
4(er(ie<
*ocu'ents
Account dis2la"
Pa"'ents
5eturns
*unnin&
*e8erral and install'ent 2lan
Contr"ct Accounts 5ecei"$le "nd P"y"$le4
5eturns
(C SAP A% IUT110 #'
13.58
SAP AG 1999
At the conclusion o# this topic% you &ill $e "$le to4
9escri$e the returns process
Post " return
5eturns4 6$'ecties
(C SAP A% IUT110 #,
13.5.
SAP AG 1999
SAP Utilities
Utility comp"nies must de"l &ith " l"rge num$er o#
incoming "nd outgoing p"yments.
A cert"in percent"ge o# these c"nnot $e success#ully
processed $ec"use the "ccount is incorrect% closed%
or not coered.
The "ddition"l &or1lo"d is 1ept "s lo& "s possi$le
$y4
5eersing p"yment to the "ccount
P"ssing on ch"rges
Triggering o# su$se/uent "ctiities such "s
correspondence or ne& moe-in
5eturns4 Introduction
(C SAP A% IUT110 #-
13.60
SAP AG 1999
Post re/uest #or energy consulting
9ispl"y "ccount $"l"nce
P"yment $y chec1 #or "ccount $"l"nce
The chec1 &"s not coered4
5eturn &ith ch"rge
9unning propos"l #or contr"ct "ccount% #ollo&ed
$y dunning
Arr"ngement o# inst"llment pl"n
5eturns4 0usiness Scen"rio
(C SAP A% IUT110 &0
13.61
SAP AG 1999
5eturns
5eturn re"son
Customer
credit&orthiness
"nd toler"nce group
5eturn "mount
Bistory
5eturn c"tegory !um$er o# returns
5eturns4 In#luencing 2"ctors
=+ery return c$te'ory is $lloc$ted to $ return re$son. 5eturn re$sons c$n h$+e the s$me c$tegory. The
return c$tegory determines the $ccounts used (%/8 $ccounts 7or returns ch$rges $nd )$n3 cle$ring
$ccount. =A$mples $re chec3 returns $nd )$n3 returns.
0$n3-speci7ic returns re$sons c$n )e $lloc$ted to comp$ny-speci7ic returns re$sons.
Credit/orthiness is c$lcul$ted +i$ the num)er o7 )usiness p$rtner dunnings $nd returns dependent on the
credit/orthiness /eighting $ccording to the 7ollo/ing 7ormul$.
Credit<orthiness F (num*er o, dunnin's G num*er o, returns H credit<orthiness <ei'htin'.
Credit/orthiness c$n $lso )e m$int$ined m$nu$lly. 6$nu$lly m$int$ined credit/orthiness $utom$tic$lly
o+errides c$lcul$ted credit/orthiness.
Cistory6$Aimum num)er o7 d$ys th$t h$+e p$ssed since $n e+ent )e7ore the e+ent c$n )e included in
the $n$lysis o7 the returns history.
&$7imum $mount di,,erence
6$Aimum di77erence )et/een the house )$n3 returns $mount $nd the origin$l p$yment $mount th$t is
toler$ted 7or $utom$tic ch$rges posting. As long $s the di77erence $mount is /ithin the m$Aimum
$mount di77erence: it is interpreted $s $ ch$rge )y the system $nd posted $ccordingly.
(C SAP A% IUT110 &1
13.62
SAP AG 1999
5eturns
C"lcul"te lot
ch"rges
Correspondence
Incoming
p"yment method
P"yment $loc1
re"sons
9e#err"l d"ys
5eturn "mount
9unning $loc1
- Contr"ct "ccount
- Items
Post ch"rges
st"tistic"lly
P"ss on ch"rges
&ith/&ithout t"3
5eturns4 Actiity Settings
!$ss on *$n0 ch$r'es8
6e$ns th$t the )$n3 p$sses on the returns ch$rges to the )usiness p$rtner ($ccomp$nying contr$ct
$ccount. I7 this is not the c$se: these ch$rges $re p$id )y the utility comp$ny.
C$#cu#$tion o, #ot ch$r'e
6e$ns th$t the )usiness p$rtner h$s to p$y $ surch$rge in $ddition to the )$n3 ch$rges. The $mount o7
the lot ch$rge depends on the $mount o7 the returns ch$rge.
0y recording $ dunnin' *#oc0 re$son in the m$ster record o7 Contr$ct Accounts 5ecei+$)le $nd
P$y$)le or under open items: the items due 7or dunning or the open items $re not dunned /hen the
dunning progr$m is eAecuted.
The ne/ due d$te 7or the recei+$)le is c$lcul$ted using the de,err$# d$ys $ccording to the 7ollo/ing
7ormul$.
2e< due d$te F document d$te or return G de,err$# d$ys
5ecording $ %$yment *#oc0 re$son 7or open items me$ns th$t the open items $re )loc3ed 7or $utom$tic
p$yment /ith the p$yment progr$m.
5ecording $ *#oc0in' re$son ,or incomin'/out'oin' %$yments in the m$ster record o7 Contr$ct
Accounts 5ecei+$)le $nd P$y$)le pre+ents de)it memos/)$n3 collections/p$yments 7rom )eing initi$ted
)y the p$yment progr$m.
(C SAP A% IUT110 &2
13.63
SAP AG 1999
5eturns lot processing cont"ins the #ollo&ing steps4
Cre"te
Ch"nge (option"l)
Close (deletion "nd insertion o# items is no longer "llo&ed)
Post
Post-processing (#or cl"ri#ic"tion "nd errors)4
Post-processing is necess"ry i# postings could not $e m"de.
!e&
returns
lot
Cre"te Close Post
5eturns
lot
complete
Ch"nge
Post-
processing
5eturns *ot4 Processing Steps
(C SAP A% IUT110 &1
13.64
SAP AG 1999
A returns lot c"n $e cre"ted4
Using " progr"m (such "s returns lot &ith 9TAUS)
In di"log mode
The #ollo&ing must $e speci#ied4
5econcili"tion 1ey
8hether the "mount cont"ins ch"rges
8hether the "mount cont"ins t"3es
Posting type (t"1ing $"c1 p"yment% ne& recei"$les)
!e&
returns
lot
Cre"te Close Post
5eturns
lot
complete
5eturns *ot4 Cre"te
<e7$ult +$lues on the he$der screen.
The current d$te is de7ined.
The l$st +$lues entered (i7 $+$il$)le $re inserted $utom$tic$lly 7or the comp$ny code: currency: $nd
)usiness $re$.
The document type: cle$ring re$son: $nd the selection c$tegories $re stored in Customi9ing.
(C SAP A% IUT110 &!
13.65
SAP AG 1999
The essenti"l entries "re4
Amount
5eturns re"son
P"yment document num$er
!e&
returns
lot
Cre"te Close Post
5eturns
lot
complete
5eturns ;ntry
=nter one line o7 d$t$ 7or e$ch return during list entry. @$ri$nts o7 the line structure c$n )e recorded in
Customi9ing. Lou c$n choose other line structures in 67tr$s --K Screen 1$ri$nts
0y pressing the ddition$# s%eci,ic$tions 3ey: you c$n )r$nch to the det$il screen o7 the selected item.
Lou c$n enter $ddition$l d$t$ on the p$yment: i7 re"uired.
(n the det$il screen: you c$n enter $ny $ddition$l d$t$ necess$ry 7or p$yment $lloc$tion or 7or 7urther
cl$ri7ic$tion.
(C SAP A% IUT110 &#
13.66
SAP AG 1999
Items c"n $e deleted "nd "dded i# the returns lot is still
open.
9"t" on items th"t h"e "lre"dy $een entered c"n "lso $e
corrected.
Interrupted entry o# " returns lot c"n $e resumed using this
#unction.
!e&
returns
lot
Cre"te Close Post
5eturns
lot
complete
Ch"nge
5eturns *ot4 Ch"nge
(C SAP A% IUT110 &&
13.67
SAP AG 1999
Closing " returns lot me"ns th"t "dding or deleting items is
no longer possi$le.
Corrections c"n still $e m"de to returns lot items "#ter
closing.
Posting c"nnot $egin until " lot is closed.
!e&
returns
lot
Cre"te Close Post
5eturns
lot
complete
5eturns *ot4 Close
(C SAP A% IUT110 &'
13.68
SAP AG 1999
>ou c"n decide &hether postings "re to $e m"n"ged4
In di"log mode
In " $"c1ground process
2or e"ch return4
The p"yment document "nd cle"red items "re determined
The returns history is &ritten
!e&
returns
lot
Cre"te Close Post
5eturns
lot
complete
5eturns *ot4 Posting (1)
(C SAP A% IUT110 &,
13.6.
SAP AG 1999
5eerse the cle"ring in the contr"ct "ccount
Gener"tion o# the returns document item
Triggering o# postings4
Credit institute ch"rges
2urther de$it ch"rges to $usiness p"rtner
6&n ch"rges
T"3 on ch"rges
Setting p"yment "nd dunning $loc1s
9e#err"l o# ne&ly open items
Triggering o# de#erred p"yment% correspondence% &or1#lo&
!e&
returns
lot
Cre"te Close Post
5eturns
lot
complete
5eturns *ot4 Posting (2)
(C SAP A% IUT110 &-
13.70
SAP AG 1999
Cl"ri#ic"tion o# return use
Correction o# returns item "nd rest"rt posting #or selected
items
<"nu"l posting "nd cle"ring #or selected items
!e&
returns
lot
Cre"te Close Post
5eturns
lot
complete
Post-
processing
5eturns *ot4 Post-processing
(C SAP A% IUT110 '0
13.71
SAP AG 1999
0"sis #or #uture h"ndling
o# the contr"ct "ccount
dependent on4
- Period o# e3"min"tion
- !um$er o# returns
5ecord o# $usiness
m"n"gement d"t" #or
returns processing%
including4
- Amounts
- 9ocument num$ers
5eturns
history
5eturns
history
5eturns Bistory
(C SAP A% IUT110 '1
13.72
SAP AG 1999
The utility comp"ny c"n con#igure the m"ny settings
in such " &"y th"t det"iled &or1 is t"1en c"re o# in
the $"c1ground.
Some o# these "ctiities "re4
5eersing the cle"ring #or the contr"ct "ccount
P"ssing on ch"rges &ith/&ithout t"3
9e#err"l o# recei"$les
Setting p"yment "nd dunning $loc1s
Triggering correspondence
5eturns4 Summ"ry
(C SAP A% IUT110 '2
13.73
SAP AG 1999
4(er(ie<
*ocu'ents
Account dis2la"
Pa"'ents
Returns
9unning
*e8erral and install'ent 2lan
Contr"ct Accounts 5ecei"$le "nd P"y"$le4
9unning
(C SAP A% IUT110 '1
13.74
SAP AG 1999
At the conclusion o# this topic% you &ill $e "$le to4
9escri$e the t&o-step dunning process
9ispl"y "nd e3pl"in the dunning history o# " $usiness
p"rtner/contr"ct "ccount
!"me some o# the in#luenti"l #"ctors in dunning
9unning4 6$'ecties
(C SAP A% IUT110 '!
13.75
SAP AG 1999
SAP Utilities
Customer p"yments c"n only $e re"son"$ly
controlled i# they "re supported $y "utom"tic
processes.
I# p"yment is del"yed% dunning "utom"tic"lly4
Cre"tes " customer letter
Triggers &or1#lo&s (security re/uirement%
disconnection order)
This is " gener"l procedure "nd c"n $e "d'usted to
comp"ny re/uirements "nd indiidu"l customers or
customer groups.
9unning4 Introduction
(C SAP A% IUT110 '#
13.76
SAP AG 1999
Post re/uest #or energy consulting
9ispl"y "ccount $"l"nce
P"yment $y chec1 #or "ccount $"l"nce
The chec1 &"s not coered4
5eturn &ith ch"rge
9unning propos"l #or contr"ct "ccount%
#ollo&ed $y dunning
Arr"ngement o# inst"llment pl"n
9unning4 0usiness Scen"rio
(C SAP A% IUT110 '&
13.77
SAP AG 1999
0usiness
p"rtner
Contr"ct
"ccount
6pen
items
9unning
history
9etermi-
n"tion o#
ne&
dunning
leels
Gener"te
dunning
propos"l
Gener"te
dunning
"ctiities
Post
interest
"nd
ch"rges
Ch"rges schem"
Print #orms
Thresholds
9"ys in "rre"rs
9unning inter"l
9unning4 9unning Propos"l "nd 9unning Actiities
The dunning progr$m is di+ided into t/o runs.
A dunning propos$l is cre$ted in the 7irst run.
In the second run: dunning $cti+ities: in p$rticul$r printing o7 the dunning notice: $re c$rried out on the
)$sis o7 the dunning propos$l.
The dunning propos$l c$n )e processed )e7ore you print the dunning notice.
(C SAP A% IUT110 ''
13.78
SAP AG 1999
9unning process
9unning procedure 9unning grouping
9unning #re/uency
9"ys in "rre"rs
<inimum/m"3imum
"mounts
Credit&orthiness
9unning4 In#luenti"l 2"ctors
A dunnin' %rocedure c$n )e $lloc$ted to $ contr$ct $ccount or to indi+idu$l line items in the document.
Items due 7or dunning $re dunned $ccording to the settings in the dunning procedure $nd dunning d$t$ is
stored in the dunning history.
A dunning c$n only )e triggered in $ dunning le+el i7 the $mount o7 $ll due items o7 $ dunning grouping
eAceeds the m$7imum $mount stored in the dunning le+el.
9$ys in $rre$rs descri)es the minimum num)er o7 d$ys in $rre$rs th$t must el$pse $7ter the net due d$te
o7 $ recei+$)le )e7ore $ dunning letter c$n )e cre$ted.
Another condition 7or cre$tion o7 $ dunning letter is th$t the dunnin' ,reEuency h$s )een re$ched. To
cre$te $nother dunning letter: $t le$st the speci7ied num)er o7 d$ys must h$+e p$ssed since the cre$tion
d$te o7 the l$st dunning letter.
Indic$tor. #<$ys dun dunnin' #e1e#. This me$ns th$t $ dunning letter is $l/$ys triggered in this
dunning le+el: $s soon $s the dunning 7re"uency h$s )een re$ched: reg$rdless o7 /hether the d$ys in
$rre$rs $nd the m$Aimum / minimum $mount h$+e )een re$ched: or /hether the dunning le+el h$s )een
r$ised 7or $ny items o7 the s$me dunning grouping.
The dunnin' 'rou%in' 0ey determines the criteri$ /ith /hich items due 7or dunning $re $ddition$lly
grouped during eAecution o7 $ dunning run (7or eA$mple: )usiness $re$: contr$ct $ccount: di+ision: or
contr$ct. Items due 7or dunning $re $l/$ys grouped $ccording to the 7ollo/ing criteri$ in the dunning
run. )usiness p$rtner: dunning procedure: currency: responsi)le comp$ny code: $nd dunning letter
recipient.
(C SAP A% IUT110 ',
13.7.
SAP AG 1999
9etermine "ll $usiness p"rtner "ccounts
5e"d the dunning history
C"lcul"te credit&orthiness
Gener"te " dunning propos"l
The ne& dunning leel is determined
9unning in#orm"tion is not s"ed #or items
8rite the dunning propos"l in the dunning history
9unning Propos"l #or " 0usiness P"rtner
Possi)le st$rt p$r$meters 7or $ dunning propos$l.
%ener$l selection criteri$.
Comp$ny code
0usiness p$rtner
Contr$ct $ccount
;et due d$te
<yn$mic selection criteri$ (7rom the )usiness p$rtner item contr$ct $ccounting document.
<ocument num)er
0usiness $re$
Contr$ct
<i+ision
<ocument d$te
Posting d$te
Currency
All other criteri$ 7rom the document item c$n $lso )e used.
(C SAP A% IUT110 '-
13.80
SAP AG 1999
9unning "ctiity4
Customer letter
9isconnection order
9e"cti"te inst"llment pl"n
9unning ch"rges
(Sc"le schem")
9unning
process
Credit&orthiness
&eighting
Print "ll items
P"yment period Interest
9unning *eels
9unning4 2"ctors Th"t C"n 0e In#luenced
(Selection)
<i77erent dunnin' #e1e#s c$n )e cre$ted 7or e$ch dunnin' %rocedure. <unning le+els determine the
dunning inter+$ls: the ch$rges schem$ used 7or determining the dunning ch$rges $nd the /$y in /hich
interest is c$lcul$ted $nd posted. Lou c$n $lso record p$r$meters $t e+ery dunning le+el 7or printing
dunning letters: $nd 7or currency-dependent minimum/m$Aimum $mounts.
!$yment %eriod in d$ys. This is c$lcul$ted 7rom the dunning issue d$te $nd used 7or the p$yment t$rget
7or $ dunning letter.
!$yment t$r'et F dunnin' issue d$te G %$yment %eriod
The !rint $## items indic$tor me$ns th$t $ll due items th$t meet the s$me criteri$ 7or the dunning
grouping $re printed on one dunning letter. (ther/ise: only the items due 7or dunning $re printed (items
th$t h$+e re$ched the num)er o7 d$ys in $rre$rs speci7ied.
Credit<orthiness <ei'htin' is the 7$ctor used in dunning to c$lcul$te credit/orthiness.
(C SAP A% IUT110 ,0
13.81
SAP AG 1999
Contr"ct
"ccount
Contr"ct
"ccount
!e& dunning leels
!e& dunning leels
9unning
history
9unning
history
6pen
items
6pen
items
9unning procedure
9unning grouping
9ue d"te
Amount
*"st dunning d"te
*"st dunning leel
8here do the in#luenti"l #"ctors #or dunning come #romG
9unning4 9etermin"tion o# 9unning *eels
(C SAP A% IUT110 ,1
13.82
SAP AG 1999
Items th"t h"e not yet $een dunned h"e dunning leel 0.
An open item receies the ne3t highest dunning leel i#4
<ore th"n the recorded num$er o# d"ys in "rre"rs h"e p"ssed
since the due d"te.
<ore d"ys h"e p"ssed since the due d"te th"n the num$er
recorded #or the dunning #re/uency.
An item th"t is dunned more th"n once p"sses through the
"rious dunning leels "ccording to prede#ined rules.
The highest dunning leel o# "ll items summ"ri:ed in " dunning
group determines &hich dunning "ctiities "re per#ormed #or
the corresponding dunning group.
9unning *eels
(C SAP A% IUT110 ,2
13.83
SAP AG 1999
8rite dunning leel in the recei"$les items
9etermine "nd post dunning ch"rges
9etermine "nd post interest
9etermine dunning "ctiities
Print dunning letter
In#orm "rious recipients (leg"l dep"rtment)
St"rt &or1#lo&
Upd"te dunning history
Printing o# 9unning !otice #or " 0usiness P"rtner
(C SAP A% IUT110 ,1
13.84
SAP AG 1999
-C11 Aug. 01% 2000 9* - 200 U!I
-C12 Aug. 1,% 2000 9* - 1,0 U!I
-C1+ Sep. 01% 2000 9* + 2,0 U!I
...
-C2D M"n. 1A% 2001 9* 1 120 U!I
-C11 Aug. 01% 2000 9* - 200 U!I
-C12 Aug. 1,% 2000 9* - 1,0 U!I
-C1+ Sep. 01% 2000 9* + 2,0 U!I
...
-C2D M"n. 1A% 2001 9* 1 120 U!I
-C11 Aug. 01% 2000 9* - 200 U!I
-C12 Aug. 1,% 2000 9* - 1,0 U!I
-C1+ Sep. 01% 2000 9* + 2,0 U!I
...
-C2D M"n. 1A% 1DDD 9* 1 120 U!I
-C11 Aug. 01% 2000 9* - 200 U!I
-C12 Aug. 1,% 2000 9* - 1,0 U!I
-C1+ Sep. 01% 2000 9* + 2,0 U!I
...
-C2D M"n. 1A% 1DDD 9* 1 120 U!I
-C11 Aug. 01% 1DDA 9* - 200 U!I
-C12 Aug. 1,% 1DDA 9* - 1,0 U!I
-C1+ Sep. 01% 1DDA 9* + 2,0 U!I
...
-C2D M"n. 1A% 1DDC 9* 1 120 U!I
-C11 Aug. 01% 1DDA 9* - 200 U!I
-C12 Aug. 1,% 1DDA 9* - 1,0 U!I
-C1+ Sep. 01% 1DDA 9* + 2,0 U!I
...
-C2D M"n. 1A% 1DDC 9* 1 120 U!I
-C11 Aug. 01% 2000 <S - 200 U!I
-C12 Aug. 1,% 2000 <S - 1,0 U!I
-C1+ Sep. 01% 2000 <S + 2,0 U!I
...
-C2D M"n. 1A% 2001 <S 1 120 U!I
-C11 Aug. 01% 2000 <S - 200 U!I
-C12 Aug. 1,% 2000 <S - 1,0 U!I
-C1+ Sep. 01% 2000 <S + 2,0 U!I
...
-C2D M"n. 1A% 2001 <S 1 120 U!I
Identi#ic"tion o# the
dunning run
Identi#ic"tion o# the
dunning run
;ery item rele"nt to
dunning h"s "n entry
in the dunning history
;ery item rele"nt to
dunning h"s "n entry
in the dunning history
M"n. +0% 2001 1,00 U!I M"n. +0% 2001 1,00 U!I
M"n. 1,% 2001 1200 U!I M"n. 1,% 2001 1200 U!I
M"n. 01% 2001 .00 U!I M"n. 01% 2001 .00 U!I
9ec. 1,% 2000 .00 U!I 9ec. 1,% 2000 .00 U!I
6erie& o# "ll dunning leels #or "
$usiness p"rtner / contr"ct "ccount
9unning4 9unning Bistory
(C SAP A% IUT110 ,!
13.85
SAP AG 1999
9unning in Contr"ct Accounts 5ecei"$le "nd
P"y"$le proides #le3i$le dunning th"t c"n $e
"d'usted to meet the utility comp"nyKs re/uirements.
Customer p"yments c"n $e controlled e##iciently.
The #ollo&ing "ctiities "re supported4
Customer letter
Cre"tion o# disconnection orders
Ch"rging #ees "nd/or t"3es
9unning4 Summ"ry
(C SAP A% IUT110 ,#
13.86
SAP AG 1999
4(er(ie<
*ocu'ents
Account dis2la"
Pa"'ents
Returns
*unnin&
9e#err"l "nd inst"llment pl"n
Contr"ct Accounts 5ecei"$le "nd P"y"$le4
9e#err"l "nd Inst"llment Pl"n
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SAP AG 1999
At the conclusion o# this topic% you &ill $e "$le to4
9e#er items in contr"ct "ccounts recei"$le
"nd p"y"$le.
Cre"te "n inst"llment pl"n.
9e#err"l "nd Inst"llment Pl"n4 6$'ecties
(C SAP A% IUT110 ,'
13.88
SAP AG 1999
SAP Utilities
Some customers "re not "$le to 1eep up &ith
p"yments to the utility comp"ny
In this situ"tion% inst"llment pl"ns or de#err"ls c"n $e
"rr"nged #or one or morerecei"$les in order to4
Accommod"te the customer
Gu"r"ntee p"yment
9e#err"l "nd Inst"llment Pl"n4 Introduction
(C SAP A% IUT110 ,,
13.8.
SAP AG 1999
Post re/uest #or energy consulting
9ispl"y "ccount $"l"nce
P"yment $y chec1 #or "ccount $"l"nce
The chec1 &"s not coered4
5eturn &ith ch"rge
9unning propos"l #or contr"ct "ccount% #ollo&ed
$y dunning
Arr"ngement o# inst"llment pl"n
9e#err"l "nd Inst"llment Pl"n4 0usiness Scen"rio
(C SAP A% IUT110 ,-
13..0
SAP AG 1999
A de#err"l is " document ch"nge.
Items "re de#erred $y entering the d"te until &hich they "re to
$e de#erred in the @9e#err"l d"te@ #ield.
9e#err"l
(C SAP A% IUT110 -0
13..1
SAP AG 1999
Any num$er o# open items "s the $"sis o# "ninst"llment
"greement
Interest c"lcul"tion #or inst"llment pl"ns
Inst"llment pl"n ch"rges
*etter to the customer
Ch"nge% "dd "nd delete indiidu"linst"llments
9e"cti"tion o# inst"llment pl"ns
Inst"llment Pl"n4 Ch"r"cteristics
(C SAP A% IUT110 -1
13..2
SAP AG 1999
Inst"llment pl"n
c"tegory
!um$er o#
inst"llments
Inst"llment
inter"l
Inter"l c"tegory
5ounding
"mount
Pre-de#in"$le inst"llment pl"n c"tegories simpli#y cre"tion o#
ne& inst"llment pl"ns.
Inst"llment Pl"n C"tegory
(C SAP A% IUT110 -2
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SAP AG 1999
Simpli#ied selection
All open items
Selection o#
open items
#or
inst"llment
pl"n
<"nu"l compil"tion
#rom the list o# open
items
Inst"llment Pl"n4 Item Selection
(C SAP A% IUT110 -1
13..4
SAP AG 1999
In Contr"ct Accounts 5ecei"$le "nd P"y"$le% open
items c"n $e e"sily de#erred $y m"1ing " document
ch"nge.
Simple procedure #or cre"ting "nd m"n"ging
inst"llment pl"ns.
Inst"llment pl"n c"tegories m"1e it e"sier to cre"te
inst"llment pl"ns on the $"sis o# "n enterprise model.
;ither "ll open items% or "ny selection o# open items%
c"n $e included.
Inst"llment pl"n items "re st"tistic"l document items
th"t "re s"ed in repetition groups.
9e#err"l "nd Inst"llment Pl"n4 Unit Summ"ry
(C SAP A% IUT110 -!
13..5Contr$ct ccounts "ecei1$*#e $nd !$y$*#e 67ercises
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 &$nu$# document entry
At the conclusion o7 these eAercises: you /ill )e $)le to.
6$nu$lly post $ document
Interpret the in7orm$tion cont$ined in $ 4I-CA document $nd ho/
to $ccess this in7orm$tion
Lou $re $n $ssist$nt in $ccounts recei+$)le $ccounting in your comp$ny.
Lour colle$gue h$s *ust completed $n energy consult$tion. Lou no/ h$+e
to post the corresponding recei+$)le to the customerOs $ccount.
1-1 !ostin' recei1$*#es
1-1-1 Speci7y the menu p$th th$t you /ould use to post $ document.
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1-1-2 Using p$r$meters (option$l
<ispl$y the help in7orm$tion 7or the Company code 7ield.
4rom this help screen: t$3e $ loo3 $lso $t the technic$l in7orm$tion 7or the
Company code 7ield.
2h$t is the p$r$meter 7or the Company code 7ield>
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1-1-1 Using p$r$meters (option$l
Lou c$n simpli7y the posting o7 documents i7 you pre$ssign user p$r$meters to 7ields
7or /hich you ($lmost $l/$ys use the s$me +$lues.
=nter the 7ollo/ing p$r$meters in your user settings.
(C SAP A% IUT110 -#
!$r$meters A$#ue &e$nin'
42S U;I is $utom$tic$lly entered in the Currency 7ield.
0UI U100 U100 is $utom$tic$lly entered in the Company code
7ield.
Lour user pro7ile is loc$ted under Syste User "rofile
04n data. Choose the Parameters t$).
=nsure th$t you use c$pit$l letters.
The content o7 the screen &ost Docuent5 Initial Screen must
7irst )e re7reshed )e7ore your user pro7ile c$n )e entered
$utom$tic$lly.
1-1-! ;o/ post $ recei+$)le 7or tod$yOs energy consult$tion.
Use the 7ollo/ing d$t$.
9$t$ ,ie#d Contents
<ocument d$te Tod$yOs d$te Is pre-7illed
Posting d$te Tod$yOs d$te Is pre-7illed
5econcili$tion 3ey 01-yymmdd-PP yymmdd J tod$yOs d$te
Currency User p$r$meters or user entries
Comp$ny code U100 User p$r$meters or user entries
Rurisdiction code T$A *urisdiction code used
1-1-# Ch$nge to entry screen 7or document items. 4or your )usiness p$rtner: enter $
miscell$neous posting 7or the energy consult$tion. In doing so: try to m$3e $s
7e/ entries $s possi)le: to see /hich d$t$ the system determines $utom$tic$lly.
9$t$ ,ie#d Contents
0usP$rtner T0110110PP
6isc. postings Use 4! 7or help
Su)T 6iscell$neous posting - de)it Use 4! 7or help
Amount
9o not s$1e your entries
1-1-& Cl$ri7y your recei+$)le using the 7ollo/ing teAt. U=nergy consult$tion o7
[tod$yOs d$teKV.
(C SAP A% IUT110 -&
To $dd the teAt you must s/itch to $nother screen +$ri$nt:
SAP02: (using the Screen variant icon or the menu p$th
Settin(s Screen variant. 4or 7urther options: see solutions.
1-1-' Post the document $nd note the document num)er.
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1-1-, <ispl$y the document.
1-1-- <ispl$y the document item.
1-1-10 2h$t in7orm$tion does the gener$l ledger pro+ide>
9$t$ ,ie#d A$#ue >ri'in
Comp$ny code
%/8 Account
Act. determ. I<
1-1-11 ;$me three speci7ic$tions 7rom the document or the document item th$t control
the determin$tion o7 $ccount $ssignment in 7in$nci$l $ccounting.
1. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
2. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
1. MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM
Are there $ny other criteri$ 7or determin$tion>
1-2 True or 7$lse>
1-2-1 A document is $l/$ys $ssigned to *ust one contr$ct $ccount.
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1-2-2 Posting documents is the usu$l method 7or cre$ting recei+$)les in Contr$ct
Accounts 5ecei+$)le $nd P$y$)le.
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1-2-1 A document cont$ins $ll the in7orm$tion 7or posting in 7in$nci$l $ccounting.
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1-2-! The document d$te $nd posting d$te $l/$ys correspond to the entry d$te.
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1-2-# The reconcili$tion 3ey c$n di77er 7or e$ch document item.
(C SAP A% IUT110 -'
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(C SAP A% IUT110 -,
67ercises
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 9is%#$y $ccount *$#$nce
At the conclusion o7 these eAercises: you /ill )e $)le to.
?$ndle the m$ny options o7 the $ccount displ$y: i.e. you /ill )e
$)le to displ$y the eA$ct item you /$nt to displ$y $nd in the /$y in
/hich you /$nt to +ie/ it.
Pro+ide in7orm$tion on the )$l$nce $nd de+elopment o7 $ customer
$ccount
Pro+ide in7orm$tion on the items o7 $ customer $ccount
Use the n$+ig$tion options in the item displ$y
T/o customers /$nt to meet /ith you. 0e7ore you initi$te the cont$ct:
you /ould li3e to o)t$in $ det$iled picture o7 the recent tr$ns$ctions 7or
e$ch $ccount.
2-1 True or ,$#seJ
2-1-1 The st$nd$rd displ$y o7 the items in $ customer $ccount sho/s $ll items th$t $re
posted to th$t $ccount.
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2-1-2 The line item displ$y c$n )e modi7ied to displ$y items other th$n those pre-
con7igured in the st$nd$rd settings.
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2-1-1 The list c$tegory determines the line l$yout o7 the item displ$y: i.e. ho/ the
lines $re constructed.
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2-1-! To displ$y the items in $ customer $ccount in $nother line l$yout: you must
return to the initi$l screen.
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(C SAP A% IUT110 --
2-2 @ine item dis%#$y ,or $ *usiness %$rtner
2-2-1 2h$t is the current )$l$nce 7or )usiness p$rtner T0110110PP>
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2-2-2 2hich items comprise the )$l$nce>
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2-2-1 ?$+e $ny p$yments $lre$dy )een m$de>
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(C SAP A% IUT110 100
2-1 2$1i'$tin' the document dis%#$y (o%tion$#)
2-1-1 Identi7y the recei+$)le 7or the energy consult$tion 7or )usiness p$rtner
T0110110PP.
Tip. Choose the correct line l$yout +$ri$nt.
2-!-2 2ho posted the recei+$)le>
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2-!-1 2hich reconcili$tion 3ey /$s used>
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2-!-! ?$+e $ny items )een posted to the $)o+e document num)er 7or $ny other
)usiness p$rtner>
Tip. Use the 0vervie4 )utton.
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2-!-# ?$+e $ny t$Aes )een c$lcul$ted 7or the energy consult$tion>
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(C SAP A% IUT110 101
67ercises
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 !$yment run
At the conclusion o7 these eAercises: you /ill )e $)le to.
=Apl$in the processing steps o7 $ p$yment lot
Post p$yments +i$ $ p$yment lot
Post p$yment $t c$sh des3
A customer comes in $nd /ould li3e to p$y c$sh 7or $n energy
consult$tion.
1-1 !$yment @ot
1-1-1 2hich steps must )e c$rried out /hen processing $ p$yment lot>
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1-2 True or ,$#seJ
1-2-1 I7 you $re interrupted /hile /or3ing on $ p$yment lot: you c$n resume /or3 on
it $t $ny time: pro+ided th$t you do not close the p$yment lot.
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1-2-2 (nce the p$yment lot is closed: no more ch$nges c$n )e m$de to it.
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1-2-1 The procedures 7or p$yment lots $nd chec3 lots $re identic$l.
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(C SAP A% IUT110 102
1-1 !ostin' $ %$yment #ot
1-1-1 Cre$te $ p$yment lot (P8-yymmdd-PP.
1-1-2 =nter the se$rch term (IUT110-PP $nd $ )$n3 cle$ring $ccount.
1-1-1 =nter p$yments 7or three o7 your )usiness p$rtners.
mount +usiness %$rtner
T0110210PP
T0110220PP
1200 T0110210PP
1-1-! S$+e your entries $nd close the p$yment lot.
1-1-# Post the p$yments.
1-1-& Chec3 the st$tus.
1-1-' <ispl$y the postings you h$+e *ust c$rried out in the $ccount displ$y 7or e$ch
)usiness p$rtner $nd note the e77ects o7 the posting.
Use the Payment list hotspot.
(C SAP A% IUT110 101
1-! !$yment $t c$sh des0
1-!-1 <ispl$y the open recei+$)les 7or )usiness p$rtner T0110110PP. 2h$t is the
open )$l$nce>
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1-!-2 2hich items m$3e up the tot$l>
1-!-1 S/itch to p$yment $t c$sh des3.
1-!-! Post $ p$yment 7or the $mount o7 the open )$l$nce o7 )usiness p$rtner
T0110110PP. To do this: m$3e the 7ollo/ing entries.
5econ. 3ey 50-yymmtdd-PP
0usiness p$rtner T0110110PP
Amount 0$l$nce 7or T0110110PP
(C SAP A% IUT110 10!
67ercises
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 "eturns
At the conclusion o7 these eAercises: you /ill )e $)le to.
Post $ return
<e7ine the e77ects o7 returns on p$yments $lre$dy m$de
In $ccounts recei+$)le $ccounting: some returns h$+e *ust $rri+ed in the
m$il 7rom the )$n3: /hich you no/ h$+e to post.
!-1 "eturns #ot
!-1-1 Cre$te $ returns lot (58-yymmdd-PP.
!-1-2 =nter the se$rch term (IUT110-PP. =nsure th$t $ U0V 7or UdocumentV is
entered in the selection type 7ield. The 7ields 'mounts contain ban; charges
$nd Calculate charges should )e $cti+$ted. S/itch to enter items.
!-1-1 =nter $ return 7or )usiness p$rtner T0110120PP.
I7 necess$ry: cre$te $ second session to determine the re"uired p$yment
document num)er.
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!-1-! S$+e the d$t$ $nd close the returns lot.
!-1-# Post the returns lot.
!-1-& Chec3 the st$tus.
!-1-' S/itch to the $ccount displ$y $nd o)ser+e the ch$nges.
!-2 "eturns #ot <ith ch$r'es (o%tion$#)
!-2-1 5epe$t the steps o7 the pre+ious t$s3 7or $ ne/ returns lot (5;-yymmdd-PP.
Incre$se the return $mount )y 10 U;I.
This time: gener$te $ return 7or the p$yment entered 7or )usiness p$rtner
T0110210PP in eAercise 1-1-1.
(C SAP A% IUT110 10#
67ercises
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 9unnin'
At the conclusion o7 these eAercises: you /ill )e $)le to.
<ispl$y $nd eApl$in the dunning history 7or $ )usiness
p$rtner/contr$ct $ccount.
<i77erenti$te )et/een +$rious in7luenti$l 7$ctors 7or dunning $nd
descri)e the result$nt $cti+ities.
#-1 True or ,$#seJ
#-1-1 The dunning process is c$rried out using the s$me procedure 7or $ll the
comp$nyOs contr$ct $ccounts .
IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII
#-1-2 The d$ys in $rre$rs $nd the dunning 7re"uency l$rgely determine /hen $ due
open item c$n )e dunned.
IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII
#-2 9unnin' history
#-2-1 <ispl$y the dunning history 7or )usiness p$rtner T0110220PP.
IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII
(C SAP A% IUT110 10&
67ercises
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 9e,err$# $nd inst$##ment %#$n
At the conclusion o7 these eAercises: you /ill )e $)le to.
<e7er the posting o7 $ contr$ct $ccount
Cre$te $n inst$llment pl$n
A )usiness p$rtner telephones $nd $s3s 7or $ de7err$l o7 $n open item.
The )usiness p$rtner telephones $g$in $nd /ould li3e to p$y 7or the open
items in inst$llments.
4or this re$son: you h$+e to 7irst de7er the recei+$)le $nd then cre$te the
inst$llment pl$n.
&-1 9e,err$#
&-1-1 <e7er the open recei+$)le o7 )usiness p$rtner T0110110PP until the l$st d$y o7
the month. Use 7unctions 7rom the Customer Inter$ction Center (CIC.
&-1-2 <ispl$y the ch$nges in the corresponding document resulting 7rom the de7err$l.
<ispl$y the customer $ccount 7rom the n$+ig$tion $re$ o7 the
contr$ct $ccount.
&-2 Cre$tion o, $n inst$##ment %#$n
&-2-1 Cre$te $n inst$llment pl$n /ith 7i+e inst$llments $t inter+$ls o7 t/o /ee3s $nd $
rounding $mount o7 10 7or $ll open recei+$)les 7or )usiness p$rtner
T0110110PP.
&-2-2 Chec3 th$t the inst$lment pl$n h$s )een cre$ted in the $ccount displ$y.
2hen you displ$y the customer $ccount 7rom 4ront (77ice:
remem)er th$t the pre+ious settings 7or the list type $re still
$cti+e. ?o/e+er: to displ$y the inst$llment pl$n: the
st$tistic$l items must $lso )e displ$yed.
(C SAP A% IUT110 10'
13..6Contr$ct ccounts "ecei1$*#e $nd !$y$*#e So#utions
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 &$nu$# document entry
1-1 !ostin' recei1$*#es
1-1-1 Speci7y the menu p$th th$t you /ould use to post $ document.
Utilities industry Contract 'ccounts !eceivable and &ayable Docuent
&ost
1-1-2 Using p$r$meters (o%tion$#
<ispl$y the help in7orm$tion 7or the Company code 7ield.
4rom this help screen: t$3e $ loo3 $lso $t the technic$l in7orm$tion 7or the
Company code 7ield.
2h$t is the p$r$meter 7or the Company code 7ield>
1. Utilities industry Contract 'ccounts !eceivable and &ayable
Docuent &ost
2. Pl$ce the cursor in the Co"any code 7ield $nd choose Bel". To do this:
press /1 or the )utton /ith the yello/ "uestion m$r3.
1. Choose Technical info.
!. In the &araeter ID 7ield: you /ill see the +$lue BUF.
1-1-1 Using p$r$meters (o%tion$#
Lou c$n simpli7y the posting o7 documents i7 you pre$ssign user p$r$meters to
7ields 7or /hich you ($lmost $l/$ys use the s$me +$lues.
=nter the 7ollo/ing p$r$meters in your user settings.
5% Syste User "rofile 04n data%
2. Choose the &araeters t$) p$ge.
1. =nter the +$lues 7rom the t$)le.
!. S$+e your entries )y choosing Save or /11.
#. I7 you $re $lre$dy in the screen &ost Docuent5 Initial Screen: you must
upd$te its contents so th$t the user settings c$n )e entered $utom$tic$lly.
8e$+e the screen using Cancel or /1,: con7irm this using :es $nd st$rt the
tr$ns$ction $g$in immedi$tely using Docuent &ost. Lour settings h$+e
no/ )een $dded to the Currency $nd Co"any code 7ields.
(C SAP A% IUT110 10,
!$r$meters A$#ue &e$nin'
42S U;I U;I is $utom$tic$lly entered in the
Currency 7ield.
0UI U100 U100 is $utom$tic$lly entered in the
Company code 7ield.
1-1-! ;o/ post $ recei+$)le 7or tod$yOs energy consult$tion.
Utilities industry Contract 'ccounts !eceivable and &ayable Docuent
&ost
Use the 7ollo/ing d$t$.
9$t$ ,ie#d Contents 2ote
<ocument d$te Tod$yOs d$te Is pre-7illed
Posting d$te Tod$yOs d$te Is pre-7illed
5econcili$tion 3ey 01-yymmdd-PP yymmdd J tod$yOs d$te
Currency U;I User p$r$meters or user entries
Comp$ny code U100 User p$r$meters or user entries
1-1-# Ch$nge to entry screen 7or document items. 4or your )usiness p$rtner: enter $
miscell$neous posting 7or the energy consult$tion. In doing so: try to m$3e $s
7e/ entries $s possi)le: to see /hich d$t$ the system determines $utom$tic$lly.
1. In the &ost Docuent5 Initial Screen: press Enter or the (reen chec)ar)
or the )utton (P item (0usiness p$rtner item list.
2. =nter the 7ollo/ing +$lues.
9$t$ ,ie#d Contents 2ote
0usP$rtner T0110110PP
6$in 6isc. postings Use 4! 7or help
Su)T 6iscell$neous posting - de)it Use 4! 7or help
Amount 11&
1. <o not s$+e your entries
1-1-& Cl$ri7y your recei+$)le using the 7ollo/ing teAt. U=nergy consult$tion o7
[tod$yOs d$teKV.
To enter teAt
- Choose the screen variant S'&0, $nd enter the teAt in the teAt 7ield (use the screen
variant icon or the menu p$th Settin(s Screen variant.
- (r ch$nge to the det$il displ$y 7or your )usiness p$rtner (7or eA$mple. )y dou)le-
clic3ing on the current item in the list $nd enter the teAt under 0ther data.
(C SAP A% IUT110 10-
I7 you h$+e $lre$dy s$+ed the document:
1. Ch$nge to Docuent Chan(e +i$ the menu.
The document num)er is pre-7illed.
2. Choose B& ite +Business "artner ite list..
1. Choose the screen +$ri$nt S'&0,
!. =nter the teAt in the teAt 7ield.
1-1-' Post the document $nd note the document num)er.
1. To post the document: you must choose &ost (CT58 S).
2. The document num)er is displ$yed in the mess$ge line $7ter posting.
1-1-, <ispl$y the document.
Utilities Industry Contract 'ccounts !eceivable and &ayable Docuent
Dis"lay
1-1-- <ispl$y the document item.
4rom the Dis"lay Docuent5 Initial Screen: choose B& ite (Business
"artner ite list to displ$y the document items. Another possi)le solution.
In the screen Dis"lay Docuent5 Initial Screen: choose Enter or the (reen
chec)ar). Then dou)le-clic3 on the summ$ry o7 )usiness p$rtner items: or
select the item /ith the cursor $nd use Edit Choose ?/, 7rom the menu to
displ$y the )usiness p$rtner item.
1-1-10 2h$t in7orm$tion does the gener$l ledger pro+ide>
9$t$ ,ie#d A$#ue >ri'in
Comp$ny code U100 =ntered during Udocument
postingV
%/8 Account 1!0#20 Account determin$tion
Act. determ. I< 01 Contr$ct $ccount
1-1-11 ;$me three speci7ic$tions 7rom the document or the document item th$t control
the determin$tion o7 $ccount $ssignment in 7in$nci$l $ccounting.
1. Comp$ny code in the document item
2. 6$in tr$ns$ction in the document item
1. Su)-tr$ns$ction in the document item
(ther criteri$ 7or determin$tion $re the $ccount determin$tion I< $nd the
di+ision.
1-2 True or 7$lse>
1-2-1 A document is $l/$ys $ssigned to *ust one contr$ct $ccount.
4$lse. A document c$n h$+e more th$n one document item: e$ch o7 /hich c$n
)e $ssigned to $nother contr$ct $ccount or )usiness p$rtner.
(C SAP A% IUT110 110
1-2-2 Posting documents is the usu$l method 7or cre$ting recei+$)les in Contr$ct
Accounts 5ecei+$)le $nd P$y$)le.
4$lse. The usu$l method o7 cre$ting recei+$)les is )y in+oicing.
1-2-1 A document cont$ins $ll the in7orm$tion 7or posting in 7in$nci$l $ccounting.
True. It is possi)le: th$t $ document is grouped together /ith other documents
(+i$ the reconcili$tion 3ey: )ut e$ch indi+idu$l document cont$ins in7orm$tion
7or posting $nd o77setting in 7in$nci$l $ccounting.
1-2-! The document d$te $nd posting d$te $l/$ys correspond to the entry d$te.
4$lse. These three d$tes m$y )e di77erent.
1-2-# The reconcili$tion 3ey c$n di77er 7or e$ch document item.
4$lse. 4or e$ch document there is only one reconcili$tion 3ey.
(C SAP A% IUT110 111
So#utions
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 9is%#$y $ccount *$#$nce
2-1 True or ,$#seJ
2-1-1 The st$nd$rd displ$y o7 the items in $ customer $ccount sho/s $ll items th$t $re
posted to th$t $ccount.
4$lse D the st$nd$rd displ$y sho/s $ll o"en non=statistical items.
2-1-2 The line item displ$y c$n )e modi7ied to displ$y items other th$n those pre-
con7igured in the st$nd$rd settings.
True. Lou de7ine your o/n line item displ$y )y choosing Settin(s Dis"lay1
Chan(e (/E.
2-1-1 The list c$tegory determines the line l$yout o7 the item displ$y: i.e. ho/ the
lines $re constructed.
4$lse. The list c$tegory determines /hich items $re displ$yed in the lines.
2-1-! To displ$y the items in $ customer $ccount in $nother line l$yout: you must
return to the initi$l screen.
4$lse. Lou c$n ch$nge the line l$yout in the item displ$y using the $ine layout
+Shift D /8. push)utton or +i$ Settin(s $ine layout.
I7 $ tot$ls +$ri$nt is $cti+e: you c$n dou)le-clic3 $n item to displ$y $ more
det$iled line l$yout +$ri$nt. Altern$ti+ely: you c$n use the )lue $rro/s
(pro+ided you h$+e $cti+$ted them in your person$l settings 7or $ccount )$l$nce
displ$y.
(C SAP A% IUT110 112
2-2 @ine item dis%#$y ,or $ *usiness %$rtner
2-2-1 2h$t is the current )$l$nce 7or )usiness p$rtner T0110110PP>
1. Utilities Industry Contract 'ccounts !eceivable and &ayable
'ccount 'ccount Balance
2. =nter )usiness p$rtner T0110110PP in the Business "artn. 7ield. The $ist
cate(ory 7ield is in st$nd$rd mode $nd is empty $nd Standard line layout G
acc dis"lay is displ$yed in the $ine layout 7ield.
1. Press the (reen chec)ar) +E;TE!.%
!. Choose the Totals hotspot.
#. The )$l$nce $ppe$rs in the Total 7ield.
2-2-2 2hich items comprise the )$l$nce>
<ou)le-clic3 on the !eceivables line- or on the total line- to return to the
displ$y o7 the recei+$)les th$t $re still open. Altern$ti+ely: directly choose the
!eceivables hotspot.
2-2-1 ?$+e $ny p$yments $lre$dy )een m$de>
1. Use Bac) +/*. to return to the screen 'ccount Dis"lay5 Initial Screen.
2. Choose either $ $ist cate(ory /hich displ$ys more th$n only the open items
(using /8 hel": 7or eA$mple $ist cate(ory 'll ites or press the Detail
)utton in the $ist ty"e su)screen. Select the Cleared ites 7ield $nd choose
E;TE! ((reen chec)ar).
1. 5eturn to the $ccount displ$y. ;o/ $ll p$yments m$de $re displ$yed.
(C SAP A% IUT110 111
2-1 2$1i'$tin' the document dis%#$y (o%tion$#)
2-1-1 Identi7y the recei+$)le 7or the energy consult$tion 7or )usiness p$rtner
T0110110PP.
Tip. Choose the correct line l$yout +$ri$nt.
1. Utilities Industry Contract 'ccounts !eceivable and &ayable
'ccount 'ccount Balance
2. Enter business "artner TB1*0110## in the Business "artn% field%
1. &ress the (reen chec)ar) +E;TE!.%
!. &ress the button $ine layout +ShiftD/8.%
#. Choose the line layout variant TBT G 'ccount dis"lay 4ith docuent te6t
by double=clic)in( on it%
&. ;o/ you c$n see /hich o7 the open recei+$)les is the one 7or the energy
consult$tion (i7 you h$ppened to h$+e entered the teAt U=nergy
consult$tionV in the corresponding eAercise.
2-1-2 2ho posted the recei+$)le>
1. <ou)le-clic3 on the recei+$)le.
Lou $re no/ in the screen Dis"lay Docuent5 Ite.
2. Choose Docuent header CT!$D/8.
1. Lou c$n re$d the user 3ey o7 the cre$tor 7rom the Created by 7ield.
2-1-1 2hich reconcili$tion 3ey /$s used>
Cont$ined in the !econ% )ey 7ield in the document he$der.
2-1-! ?$+e $ny items )een posted to the $)o+e document num)er 7or $ny other
)usiness p$rtner>
1. Press the )utton 0vervie4 /@ or use 2oto 0vervie4 /@ 7rom the menu.
2. Lou c$n 7ind the num)er o7 document items in the SuariCed ites
su)screen. Preceding the Business "artner ites he$der is the num)er o7
)usiness p$rtners (H6I Business "artner ites.
1. The num)er is one. There7ore: this document only cont$ins items 7or one
)usiness p$rtner.
2-1-# ?$+e $ny t$Aes )een c$lcul$ted 7or the energy consult$tion>
1. Choose the Ta6es +CT!$D/E..
2. ?ere you c$n +ie/ the det$ils 7or the t$A item.
(C SAP A% IUT110 11!
So#utions
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 !$yment run
1-1 !$yment @ot
1-1-1 2hich steps must )e c$rried out /hen processing $ p$yment lot>
1. Cre$te
2. Close
1. Post
1-2 True or ,$#seJ
1-2-1 I7 you $re interrupted /hile /or3ing on $ p$yment lot: you c$n resume /or3 on
it $t $ny time: pro+ided th$t you do not close the p$yment lot.
True. The Chan(e step eAists 7or this purpose.
1-2-2 (nce the p$yment lot is closed: no more ch$nges c$n )e m$de to it.
4$lse. 2hile it is true th$t no ne/ items c$n )e $dded $nd items c$nnot )e
deleted: eAisting items c$n )e corrected.
1-2-1 The procedures 7or p$yment lots $nd chec3 lots $re identic$l.
True. The only di77erence is th$t $ di77erent screen +$ri$nt must )e chosen 7or
the line l$yout: $s $ chec3 num)er must )e entered 7or $ chec3: )ut this does not
h$ppen in the screen +$ri$nt 7or the p$yment lot.
1-1 !ostin' $ %$yment #ot
1-1-1 Cre$te $ p$yment lot (P8-yymmdd-PP.
1. Utilities industry Contract accounts receivable and "ayable
&ayents &ayent lot%
2. =nter P8=yydd=## in the $ot 7ield.
1. Choose Create ?/7".
1-1-2 =nter the se$rch term (IUT110-PP $nd $ )$n3 cle$ring $ccount.
1. Se$rch term. IUT110-PP.
2. 0$n3 cle$ring $ccount. selection +i$ the possi)le entries 7or Ban) clr( acct
?/8 hel"". Choose $n $ccount enter tod$yOs d$te $s the +$lue d$te. =nter
U;I in the Currency 7ield.
1-1-1 =nter p$yments 7or three o7 your )usiness p$rtners.
(C SAP A% IUT110 11#
1. To enter the item: press the ;e4 ites /7 push)utton.
2. =nsure th$t the screen +$ri$nt S'&01 /ith the description Standard +one
line. is $cti+$ted.
mount +usiness %$rtner
#00 T0110210PP
,00 T0110220PP
1200 T0110210PP
1-1-! S$+e your entries $nd close the p$yment lot.
1. Choose Save (CT!$DS%
2. Choose Bac) (/*. Lou no/ see the &ayent lot Create5 Default Entries
and Status screen .
1. Choose Bac) (/* $g$in. Lou h$+e returned to the &ayent lot5 Initial
Screen. ()ser+e the ch$nge in st$tus during the 7ollo/ing $cti+ities.
!. Choose Close $nd con7irm the $ction.
1-1-# Post the p$yments.
1. To do this: choose &ost.
2. Choose Start 0nline.
1. Press the (reen chec)ar) +Continue Enter.
1-1-& Chec3 the st$tus.
The st$tus should re$d U&ostin(s adeV.
1-1-' <ispl$y the postings you h$+e *ust c$rried out in the $ccount displ$y 7or e$ch
)usiness p$rtner $nd note the e77ects o7 the posting.
Use the s3ills you le$rned in the 4I-CA2 unit U<ispl$y Account 0$l$nceV. Tip.
Use the &ayent list hotspot.
1-! !$yment $t c$sh des0
1-!-1 <ispl$y the open recei+$)les 7or )usiness p$rtner T0110110PP. 2h$t is the
open )$l$nce>
1. Utilities Industry Contract 'ccounts !eceivable and &ayable
'ccount 'ccount Balance
2. =nter )usiness p$rtner T0110110PP in the Business "artn. 7ield.
1. Press the (reen chec)ar) (E;TE!.
!. Choose the Totals hotspot. The )$l$nce o7 open items is loc$ted in the Total
7ield.
1-!-2 2hich items m$3e up the tot$l>
(C SAP A% IUT110 11&
1. <ou)le-clic3 on the !eceivables 7ield in the tot$l displ$y.
2. =nsure th$t you h$+e chose the line l$yout +$ri$nt TBT (Account displ$y
/ith document teAt to displ$y the document teAt column.
mount Item ty%e
20.00 U;I 6iscell$neous posting.
?ire o7 energy me$suring de+ice
11&.00 U;I 6iscell$neous posting.
=nergy consult$tion o7
[dd/mm/yyK
(7rom the UPost documentV
eAercise.
1-!-1 S/itch to p$yment $t c$sh des3.
Utilities Industry Contract 'ccounts !eceivable and &ayable &ayents
Cash 'ccount &ayent at Cash Des)%
(C SAP A% IUT110 11'
1-!-! Post $ p$yment 7or the $mount o7 the open )$l$nce o7 )usiness p$rtner
T0110110PP. To do this: m$3e the 7ollo/ing entries.
5econ. 3ey 50-yymmdd-PP (Under -urther
posting specs"
0usiness p$rtner T0110110PP
Amount 0$l$nce 7or T0110110PP
1. =nsure th$t the 7ield Incoin( cash "ayt is selected.
2. To post the p$yment: choose &ost ite or &ost ite online. I7 you h$+e
chosen &ost ite online: use the s$+e )utton to post the item (ctrl Y S.
1. Choose &rint recei"t.
!. Select $ny output de+ice (/8 hel" $nd choose Enter.
(C SAP A% IUT110 11,
So#utions
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 "eturns
!-1 "eturns #ot
!-1-1 Cre$te $ returns lot (58-yymmdd-PP.
1. Utilities Industry Contract 'ccounts !eceivable and &ayable
&ayents !eturns $ot%
2. 6nter !$=yydd=## in the !eturns lot ,ie#d.
1. !ress the *utton Create +/7..
!-1-2 =nter the se$rch term (IUT110-PP. =nsure th$t $ U0V 7or UdocumentV is
entered in the selection type 7ield. The 7ields 'mounts contain ban; charges
$nd Calculate charges should )e $cti+$ted. S/itch to enter items.
1. Se$rch term. IUT110-PP.
2. Choose the $)o+e settings $nd s$+e them using Save ?CT!$DS: i7 these
/ere not $lre$dy chosen.
1. Choose ;e4 ites.
!-1-1 =nter $ return 7or )usiness p$rtner T0110120PP.
I7 necess$ry: cre$te $ second session to determine the re"uired p$yment
document num)er.
1. Syste Create session
2. Utilities Industry Contract 'ccounts !eceivable and &ayable
'ccount 'ccount Balance
1. =nter )usiness p$rtner TB1*01,0## in the Business "artn. 7ield.
!. Choose the st$nd$rd list c$tegory 'll ites $nd line l$yout 'ccount dis"lay
4ith te6t +IUT110".
#. Choose the (reen chec)ar) (E;TE!.
&. ;ote the p$yment document num)er.
'. Close the second session. Syste End session.
,. In the screen !eturns5 Enter1Maintain $ot !$=yydd=##: enter the
p$yment document num)er in the SelectionAalue 7ield. The selection type
should )e set to B. Choose return re$son 01 (Ban) account overdraft.
(C SAP A% IUT110 11-
-. Choose Enter. The $mount $nd the return re$son is determined
$utom$tic$lly.
!-1-! S$+e the d$t$ $nd close the returns lot.
1. Choose Save +CT!$DS.%
2. Choose Bac) (/*. Lou no/ see the !eturns5 S"ecifications and Status5
Edit screen.
1. Choose Bac) (/*. Lou $re no/ loo3ing $t the !eturns5 !eJuest Screen.
!. Choose Close $nd con7irm the $ction.
!-1-# Post the returns lot.
1. To do this: choose &ost.
2. Select Start online $nd Iediately.
1. Choose 0F.
!-1-& Chec3 the st$tus.
The st$tus should re$d U&ostin(s adeV.
!-1-' S/itch to the $ccount displ$y $nd o)ser+e the ch$nges.
Use the &ayent list hotspot.
!-2 "eturns #ot <ith ch$r'es (o%tion$#)
!-2-1 5epe$t the steps o7 the pre+ious t$s3 7or $ ne/ returns lot (5;-yymmdd-PP.
Incre$se the return $mount )y 10 U;I.
This time: gener$te $ return 7or the p$yment entered 7or )usiness p$rtner
T0110210PP in eAercise 1-1-1.
Solution $s 7or !-1. In the $ccount displ$y: you /ill notice th$t the )$n3 ch$rges
cont$ined in the return $mount /ere posted together $s one item /ith the utility
comp$nyOs ch$rges.
(C SAP A% IUT110 120
So#utions
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 9unnin'
#-1 True or ,$#seJ
#-1-1 The dunning process is c$rried out using the s$me procedure 7or $ll the
comp$nyOs contr$ct $ccounts .
4$lse. The dunning procedure c$n )e de7ined in the contr$ct $ccount $nd c$n )e
$pplied e+en to indi+idu$l items.
#-1-2 The d$ys in $rre$rs $nd the dunning 7re"uency l$rgely determine /hen $ due
open item c$n )e dunned.
True. The d$ys in $rre$rs determine the minimum num)er o7 d$ys th$t must
h$+e p$ssed since the due d$te )e7ore dunning c$n occur. The dunning
7re"uency de7ines the num)er o7 d$ys th$t must h$+e p$ssed since the issue d$te
o7 the dunning letter )e7ore $nother dunning letter c$n )e sent.
#-2 9unnin' history
#-2-1 <ispl$y the dunning history 7or )usiness p$rtner T0110220PP.
1. Utilities Industry Contract 'ccounts !eceivable and &ayable
'ccount 0ther Inforation Dunnin( Bistory%
2. =nter TB1*0,,0## in the Business "artner 7ield.
1. Press E6ecute /8%
!. The dunning history is displ$yed.
(C SAP A% IUT110 121
So#utions
Unit8 Contr$ct ccounts "ecei1$*#e $nd !$y$*#e
To%ic8 9e,err$# $nd inst$##ment %#$n
&-1 9e,err$#
&-1-1 <e7er the open recei+$)le o7 )usiness p$rtner T0110110PP until the l$st d$y o7
the month.
1. Utilities Industry Custoer Service /ront 0ffice1Custoer
Interaction Custoer Interaction Center%
2. =nter TB1*01*0## in the 7ield Business &artner ?in the se$rch criteri$ o7
the d$t$ 7inder. Choose Enter to displ$y the )usiness p$rtnerOs d$t$. Then
choose Confir "artner.
1. The )usiness p$rtner en+ironment is displ$yed in the n$+ig$tion $re$. Select
the contr$ct $ccount. Then clic3 the right mouse )utton $nd choose &ost
deferral.
!. In the Deferral 7ield: enter the l$st d$te o7 the month.
#. Choose E;TE!.
&. =nter teAt rel$ting to the customer cont$ct.
'. S$+e the cont$ct (Save or CT!$ G S.
&-1-2 <ispl$y the ch$nges in the corresponding document resulting 7rom the de7err$l.
<ispl$y the customer $ccount 7rom the n$+ig$tion $re$ o7 the
contr$ct $ccount.
1. Se#ect the contr$ct $ccount. Then c#ic0 the ri'ht mouse *utton $nd
choose the customer $ccount. 9ou*#e-c#ic0in' on the o%en recei1$*#es
*rin's you to the det$i# dis%#$y o, the document.
2. The de7err$l d$te you h$+e *ust entered is no/ +isi)le in the Deferral to
7ield o7 the Basic data su)screen.
1. 5eturn to the CIC )y choosing Bac) +/*. t/ice.
&-2 Cre$tion o, $n inst$##ment %#$n
&-2-1 Cre$te $n inst$llment pl$n /ith 7i+e inst$llments $t inter+$ls o7 t/o /ee3s $nd $
rounding $mount o7 10 7or $ll open recei+$)les 7or )usiness p$rtner
T0110110PP.
(C SAP A% IUT110 122
1. Utilities Industry Custoer Service /ront 0ffice1Custoer
Interaction Center Custoer Interaction Center
2. =nter T0110110PP in the 7ield Business "artner ?in the se$rch criteri$.
Choose Enter to displ$y the )usiness p$rtnerOs d$t$. Then choose Confir
"artner.
1. The )usiness p$rtner en+ironment is displ$yed in the n$+ig$tion $re$. Select
the contr$ct $ccount. Then clic3 the right mouse )utton $nd choose Create
Installent "lan.
!. Choose $ll open items )y pressing the Select all +ShiftD/@.)utton.
#. =nter tod$yOs d$te in the Start date 7ield.
&. =nter 10 in the !oundin( aount 7ield.
'. =nter # in the ;o% of instts 7ield.
,. =nter 2 in the Instl% interval 7ield.
-. =nter 2 in the Interval cat% 7ield.
10. Choose Installent "lan or E;TE!.
11. Chec3 the num)er o7 inst$llments $nd the inter+$ls )et/een them.
12. Choose Save (CT!$DS%
11. =nter $ teAt rel$ting to the customer cont$ct.
1!. S$+e the cont$ct )y pressing Save (CtrlDS.
&-2-2 Chec3 th$t the inst$lment pl$n h$s )een cre$ted in the $ccount displ$y.
2hen you displ$y the customer $ccount 7rom the CIC:
remem)er th$t the pre+ious settings 7or the list type $re still
$cti+e. ?o/e+er: to displ$y the inst$llment pl$n: the
st$tistic$l items must $lso )e displ$yed.
Select the contr$ct $ccount. Then clic3 the right mouse )utton $nd choose the
customer $ccount. I7 no items $re selected: the st$tistic$l items displ$y is not
$cti+$ted under list type. Lou c$n choose $nother list type on the initi$l screen
7or $ccount )$l$nce displ$y.
(C SAP A% IUT110 121
14
SAP AG 1999
Solution m"p "nd integr"tion model #or the &"ste
industry
Are"s inoled "nd their #ocus o# "ctiities
Technic"l m"ster d"t" #or the &"ste industry
2unctions th"t h"e $een implemented
Pl"nned #unctions
Contents4
8"ste Industry
The 2$ste 6$n$gement component $llo/s you to m$p $nd settle periodic $nd $periodic /$ste dispos$l
ser+ices 7or residenti$l $nd non-residenti$l customers. 8ogistics $nd )illing-rel$ted )usiness processes
$re supported here.
The cont$iner 7orms the )$sis 7or the settlement. This is usu$lly emptied periodic$lly )y $ /$ste dispos$l
comp$ny. Settlement t$3es into $ccount cont$iner $nd premise d$t$.
(C SAP A% IUT110 1
14.2
SAP AG 1999
At the conclusion o# this unit% you &ill $e "$le to4
9escri$e terms "nd conte3ts th"t rel"te to &"ste
in the mySAP 8"ste Industry.
8"ste Industry4 Unit 6$'ecties
(C SAP A% IUT110 2
14.3
SAP AG 1999
Solution <"p "nd Integr"tion <odel #or the 8"ste
Industry
;nterprise <"n"gement
Strate&ic .nter2rise
%ana&e'ent
Strate&ic .nter2rise
%ana&e'ent
+usiness
Intelli&ence 3
*ata #arehousin&
+usiness
Intelli&ence 3
*ata #arehousin&
!ontrollin&
!ontrollin&
,inancial
Accountin&
,inancial
Accountin&
Re&ulator"
Re2ortin&
Re&ulator"
Re2ortin&
5eenue <"n"gement
In(oicin&
In(oicin&
Accounts Recei(a)le
3 Pa"a)le
Accounts Recei(a)le
3 Pa"a)le
+illin&
.6ternal Ser(ices
+illin&
.6ternal Ser(ices
Customer 5el"tionship
<"n"gement
!usto'er
Ser(ice
!usto'er
Ser(ice
%ar$et Research
3 Anal"sis
%ar$et Research
3 Anal"sis
Product
%ar$etin&
Product
%ar$etin&
%ar$etin&
%ana&e'ent
%ar$etin&
%ana&e'ent
Sales
%ana&e'ent
Sales
%ana&e'ent
Sales
!hannels
Sales
!hannels
0usiness Support
5u'an Resource
%ana&e'ent
5u'an Resource
%ana&e'ent
Procure'ent
Procure'ent
-reasur"
-reasur"
,i6ed Asset
%ana&e'ent
,i6ed Asset
%ana&e'ent
Real .state
%ana&e'ent
Real .state
%ana&e'ent
Inst"ll"tion
<"n"gement
-echnolo&" 3
Installation !onstruction
-echnolo&" 3
Installation !onstruction
Plant %aintenance 3
Ser(ice %ana&e'ent
Plant %aintenance 3
Ser(ice %ana&e'ent
*eco''issionin&
*eco''issionin&
+illin&
+illin&
Guarantor
+illin&
Guarantor
+illin&
Industrial 5"&iene
And Sa8et"
Industrial 5"&iene
And Sa8et"
8"ste 9ispos"l Serices
!ontainer
Ser(ice
!ontainer
Ser(ice
+ul$
#aste
+ul$
#aste
Residential
#aste
Residential
#aste
<"n"gement o# 8"ste
<"ster 9"t"
#aste-S2eci8ic
%aster *ata
#aste-S2eci8ic
%aster *ata
In(entor" 3
#arehouse %ana&e'ent
In(entor" 3
#arehouse %ana&e'ent
R+S Sites 3
Geo Ser(er
R+S Sites 3
Geo Ser(er
!leanin& Ser(ice 3
#inter %aintenance
!leanin& Ser(ice 3
#inter %aintenance
%aintenance 3
Plant %aintenance
%aintenance 3
Plant %aintenance
8"ste-Speci#ic Cross
Applic"tions #ei&ht *ata S"ste'
3 *ail" +usiness
Statistics
#ei&ht *ata S"ste'
3 *ail" +usiness
Statistics
!on8ir'ation
!on8ir'ation
*is2osal Re&ulations
3 *an&erous Goods
%ana&e'ent
*is2osal Re&ulations
3 *an&erous Goods
%ana&e'ent
Iehicle 3 Resource
Plannin&
Iehicle 3 Resource
Plannin&
Routin&
Routin&
S2ecial
Ser(ices
S2ecial
Ser(ices
(C SAP A% IUT110 1
14.4
SAP AG 1999
Integr"tion <odel #or mySAP 8"ste Industry
IS
8"ste
IS
8"ste
C6-
PA
C6-
PA
B5
5oute Pl"nning
Cont"iner
5egion"l structure
2ront
6##ice
SAP
0usiness
P"rtner
Contr"ct/
0illing
Contr"ct/
0illing
Inoicing
Contr"ct
Accounts
5ecei"$le
= P"y"$le
2I
CA
2I 2I
CA CA
S9
CS
S9
CS
<</
P<
<</
P<
Pro#it"$ility "n"lysis
GIS
0C
0C
8eighting d"t"
9rier
CSP
?ehicle
The integr$tion model sho/s /hich connections to other SAP modules (such $s S</S6: 4I/CA $nd so
on $nd to eAtern$l systems (such $s route pl$nning $nd geogr$phic$l in7orm$tion systems $re
est$)lished )y the mySAP 2$ste Industry solution.
The 0illing =ngine (IS-U )illing m$ster d$t$ is used 7or regul$r ser+ices $nd S< )illing 7unctions $re
used 7or unusu$l ser+ices.
(C SAP A% IUT110 !
14.5
SAP AG 1999
;B=S 8A - 8"ste <"n"gement
;B=S 8A - 8"ste <"n"gement
Industry Solution - 8"ste
Industry Solution - 8"ste
mySAP 8"ste Industry 4 Inoled Are"s
6CKS 6n+ironment: Ce$lth B S$7ety
The =?BS component co+ers the $re$s en+ironment: he$lth: $nd s$7ety.
The 2$ste 6$n$gement component o7 =?BS is pl$nned 7or 5ele$se 2.' o7 =?BS.
(C SAP A% IUT110 #
14.6
SAP AG 1999
2ocus Are"s o# IS-8"ste - 8"ste Industry
SAP IS-8/*6G
<"n"gement o# speci#ic m"ster d"t" #or &"ste dispos"l "nd cle"ni ng
serices/&inter m"inten"nce.
Precon#igured $usiness processes4 Cre"te "nd displ"y orders% enter
completion con#irm"tions% m"n"gement o# $ul1 &"ste "nd so on.
Generic inter#"ces to the route pl"nning system% geogr"phic"l
in#orm"tion systems% "nd &eighing d"t" systems.
?ehicle "nd resource pl"nning
SAP IS-8/0I*/ICA
2l"t-r"te "nd serice-rel"ted $illing Speci"l $illing systems th"t
h"e $een designed to cope &ith m"ss d"t".
Inoicing "nd "ccounting
(C SAP A% IUT110 &
14.7
SAP AG 1999
9ispos"l o# &"ste th"t re/uires monitoring or speci"l
monitoring in "ccord"nce &ith intern"tion"l st"tutory
regul"tions% "nd light commerci"l &"ste
9isp"tch note
Intern"l/e3tern"l &"ste dispos"l
Administr"tion o# &"ste "ppro"l
Cre"tion o# &"ste $"l"nces "nd &"ste m"n"gement concepts
<"n"gement o# m"ster d"t"
2ocus Are"s o# ;B=S 8A - 8"ste <"n"gement
2$ste dispos$l is per7ormed in $ccord$nce /ith intern$tion$l st$tutory regul$tions.
%erm$ny. 2$ste A+oid$nce: 5ecycling $nd <ispos$l Act.
USA. United St$tes Code: Code o7 4eder$l 5egul$tions (!0C45
(C SAP A% IUT110 '
14.8
SAP AG 1999
The 8"ste 9ispos"l Cycle &ith ;B=S
5/+ m"il
purch"se re/uisition
;B=S &"ste gener"tion
6utline contr"ct
Purch"se order/
scheduling
(returns)deliery
Assigned 8;
Print deliery note
Print dispos"l document
St"nd"rd source
determin"tion
;B=S &"ste gener"tion
In/uiry/o##er
in#o record
&"ste "ppro"l
C6 tr"ns#er
;nter dispos"l
document
5egist-
r"tion
9etermine 89 ch"nnels
Choose disposer/tr"nsporter
9ispos"l processing Process monitoring
9eliery/dispos"l
Chec1 $ill
Settlement%
"ssessment
8"ste dispos"l
Components o7 mySAP 2$ste Industry including integr$tion o7 =?BS $re used to represent the /$ste
dispos$l cycle in indi+idu$l su)-process steps 7rom /$ste registr$tion to settlement.
6$ster d$t$ th$t h$s )een recorded in the +endor m$ster record is used to per7orm leg$l chec3s on the
/$ste dispos$l comp$ny. such $s chec3ing the licence 7or dispos$l o7 h$9$rdous /$ste
(C SAP A% IUT110 ,
14..
SAP AG 1999
9"t" <odel V Cont"iner Serice (Simpli#ied)
Contr"ct
"ccount
Contr"ct
5egion"l
structure
8"ste dispos"l
o$'ect
2unc. loc.
Premise
Cont"iner
;/uipment
Cont"iner
c"tegory
<"teri"l
Serice
#re/uency
Cont"iner
loc"tion
2unc. loc.
5oute
IS-
8"ste
S9 /
CS
2I-CA
P</
<<
CA
0usiness
p"rtner
Customer
6$'ect
"lloc"tion
(C SAP A% IUT110 -
14.10
SAP AG 1999
Technic"l <"ster 9"t" I
8"ste dispos"l o$'ect
A &"ste dispos"l o$'ect is usu"lly " $uilding% $ut c"n "lso $e "
piece o# property or other #"cility% #or &hich " utility sericeis
proided.
It is m"n"ged "s " #unction"l loc"tion in the Pl"nt <"inten"nce (P<)
component.
Premise
A premise is " sp"ti"lly enclosed unit &here &"ste is gener"ted%
such "s "n "p"rtment or #"ctory #or &hich " &"ste dispos"l seri ce
is to $e proided. The dispos"l o$'ect comprises one or more
premises.
Cont"iner loc"tion
The cont"iner loc"tion is the pl"ce in " dispos"l o$'ect in &hich the
cont"iners "re inst"lled.
It is m"n"ged "s " #unction"l loc"tion in the Pl"nt <"inten"nce (P<)
component.
(C SAP A% IUT110 10
14.11
SAP AG 1999
Technic"l <"ster 9"t" II
6$'ect "lloc"tion
The $illing conditions #or " cont"iner or cle"ning o$'ect "re
m"int"ined in the o$'ect "lloc"tion. The cont"iner or cle"ning
o$'ect is "lso "lloc"ted to " contr"ct "nd " premise in the o$'ect
"lloc"tion.
Cont"iner c"tegory
The cont"iner c"tegory groups together cont"iners &ith the
s"me ch"r"cteristics (d"t").
It is m"n"ged "s " m"teri"l &ith " m"teri"l num$er in the
<"teri"ls <"n"gement (<<) component.
Cont"iner
The cont"iner is "n item &hich h"s to $e emptied.
It is m"n"ged "s " piece o# e/uipment &ith " seri"l num$er in
the Pl"nt <"inten"nce (P<) component.
(C SAP A% IUT110 11
14.12
SAP AG 1999
Technic"l <"ster 9"t" III
Serice #re/uency
2re/uency &ith &hich " serice is per#ormed #or " cont"iner or
cle"ning o$'ect. The serice #re/uency c"n $e m"int"ined #or e"ch
cont"iner in "n IS-8"ste contr"ct or S9 contr"ct or #or e"ch cle"ning
o$'ect or su$-o$'ect in "n IS-8"ste contr"ct.
5oute
A route de#ines " region"l com$in"tion #or seer"l cont"iners or
cle"ning o$'ects #or &hich " serice is to $e per#ormed.
Cont"iner portions
A cont"iner c"n $e "ssigned to seer"l customers or premises usi ng
cont"iner portions. The customer is $illed #or their portion o# the
cont"iner using "rious criteri"% such "s num$er o# persons/ mW per
premise (household).
(C SAP A% IUT110 12
14.13
SAP AG 1999
Cont"iner <"n"gement4 Integr"tion
Cont"iner Cont"iner
Cont"iner Cont"iner c"tegory c"tegory
Cont"iner m"n"gement Cont"iner m"n"gement
;/uipment ;/uipment
<"teri"l <"teri"l
*ogistics *ogistics
Technic"l d"t"
Alloc"tion
Cont"iner serice
Cont"iner si:e% cont"iner olume%
lo"ding in#orm"tion% dimensions
Cont"iner c"tegory #or ehicle type%
cont"iner #or
route% cont"iners #or customers
6rg"ni:"tion% order% completion
con#irm"tions
Inentory m"n"gement
Purch"sing
Purch"se order% goods receipt
8"rehouse <"n"gement
Cl"ssi#ic"tion system
<"inten"nce/ Chec1
Pl"nning% m"inten"nce% cle"ning
(C SAP A% IUT110 11
14.14
SAP AG 1999
Possi$le route
9etermin"tion o#
possi$le routes
(sorted/unsorted)
Sorting "n
e3isting route
All routes
#ully optimi:ed
9etermin"tion o#
possi$le routes
(sorted/unsorted)
Sorting "n
e3isting route
All routes
#ully optimi:ed
Cre"tion "nd
m"inten"nce o#
" periodic or
"periodic serice
Alloc"tion o# "
route "ccording to
serice #re/uency
6ptimi:ed route
9rier d"t"
?ehicle d"t"
Cont"iner d"t"
Serice d"t"
IS-8/CCS - S9/CS
5oute pl"nning
system
Alloc"tion d"t"
Inter#"ce to 5oute Pl"nning System
Initi$l situ$tion. The geogr$phic$l coordin$tes (A/y coordin$tes: time 9one o7 $ny o)*ect in the SAP
system $re determined: +$lid$ted $nd recorded in the SAP system using $ geogr$phic$l coordin$tion tool.
0oth intern$l $nd eAtern$l $pplic$tions c$n then $ccess this d$t$. =A$mples o7 this include route
pl$nning: resource pl$nning: 7$cility m$n$gement.
A generic inter7$ce is used to tr$ns7er $ll d$t$ th$t h$s )een m$int$ined in the SAP System (such $s
dri+er: +ehicle: cont$iner: cont$iner $ddress: ser+ice d$tes: +$rious $lloc$tions to $n eAtern$l route
pl$nning system. Pl$nning or optimi9$tion o7 the route occurs in this system. A 0API is then used to
lo$d the route determined )y the route pl$nning system /ith $ speci7ic ser+ice d$te into the SAP System.
A se"uence num)er /ithin $ route c$n $lso )e lo$ded into the system. This pl$nning c$n $lso )e
per7ormed m$nu$lly.
(C SAP A% IUT110 1!
14.15
SAP AG 1999
8"ste 9ispos"l 6rders
9ispl"y/
Ch"nge
9elete
6
u
t
p
u
t
6
u
t
p
u
t
Cre"te &"ste
dispos"l
order
5oute
Serice #re/uency
In
p"per
#orm
In #ile #orm
Con#-
irm"tion
Cre"te
inoice
Lou c$n displ$y $nd ch$nge the /$ste dispos$l orders th$t h$+e )een cre$ted.
2$ste dispos$l orders $re gener$ted on the )$sis o7 the d$tes in the ser+ice 7re"uency. A /$ste dispos$l
order is su)di+ided into one he$der record $t route le+el $nd 1 to n o)*ect records $t cont$iner le+el. Lou
c$n delete /$ste dispos$l orders 7ollo/ing cre$tion. Lou c$n use $ selection p$r$meter to control
/hether orders th$t h$+e )een con7irmed $re to )e deleted.
Lou m$y /$nt to ch$nge the d$te on /hich the ser+ice is to )e per7ormed or the st$nd$rd personnel /ho
h$+e )een m$int$ined 7or $ route $nd /ho $re to per7orm the ser+ice. Lou c$n $lso delete the ser+ice 7or
$ p$rticul$r cont$iner/customer /ithin the route.
(nce the /$ste dispos$l ser+ice h$s )een per7ormed: the indi+idu$l /ho h$s per7ormed it con7irms th$t it
h$s t$3en pl$ce $nd )illing $nd in+oicing $re then per7ormed on the )$sis o7 this con7irm$tion.
(C SAP A% IUT110 1#
14.16
SAP AG 1999
Process4 Cont"iner 9eliery / 5emo"l
The CIC is used to noti#y the customer $y telephone o# cont"iner
deliery/remo"l.
An order #or deliery/remo"l o# one or more cont"iners is cre"ted.
A serice order (P<-CS) is gener"ted "utom"tic"lly in the $"c1ground.
6nce the cont"iner deliery/remo"l h"s $een per#ormed% the num$er
("nd seri"l num$er i# re/uired) o# the cont"iners th"t h"e $een
deliered or remoed "nd the time re/uired to do so is con#irmed.
The customer is $illed "nd inoiced on the $"sis o# this con#irm"tion.
(C SAP A% IUT110 1&
14.17
SAP AG 1999
2leet <"n"gement 2leet <"n"gement
A ehicle c"n $e cre"ted "s " piece o# e/uipment o#
" p"rticul"r e/uipment c"tegory "nd ehicle type
2leet <"n"gement "llo&s you to m"n"ge #leets o# ehicles
Alloc"tion o# goods to " ehicle
2orm tr"nsport units #rom seer"l comp"rtments
It is possi$le to m"int"in ehicle-speci#ic d"t"% such
"s the m"inten"nce cycle% "er"ge consumption
"nd lo"d &eight
(C SAP A% IUT110 1'
14.18
SAP AG 1999
Implemented 2unctions I
Cont"iner m"n"gement
Seri"li:"tion
Cont"iner portions
0usiness to customer scen"rio
8"ste dispos"l-speci#ic role
5oute
9i##iculties
Premise
(C SAP A% IUT110 1,
14.1.
SAP AG 1999
Implemented 2unctions II
Serice types
Cont"iner deliery
Uni/ue serices
Cle"ning serices "nd &inter m"inten"nce
0ul1 &"ste
?ehicle "nd resource pl"nning
Cont"iner serices
(C SAP A% IUT110 1-
14.20
SAP AG 1999
Serice-rel"ted $illing
Customer-speci#ic prices
Integr"tion o# ;B=S
Integr"tion o# IS-8"ste &ith SAP
C5< "nd SAP 08
Pl"nned 2unctions #or mySAP Utilities -.A-
(C SAP A% IUT110 20
14.21
SAP AG 1999
>ou "re no& "$le to4
9escri$e the speci"l terms "nd conte3ts "nd
indiidu"l #unctions o# &"ste m"n"gement in
IS-U/CCS.
8"ste Industry4 Summ"ry
(C SAP A% IUT110 21