2moddm001.ppt
TRANSCRIPT
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Modu le DM001
SAP Cus tomer SupplyFunct ional Overview
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SAP Custom er Supply Func t ional Overv iew
Module Objectives
After completing this module you will be able to:
Explain new terminology used in SAP
Describe Business and Technical Master Data Describe how Meter Readings will be processed
in SAP
Describe what Service Orders are
Explain SAP on-line reports
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SAP Custom er Supply Func t ional Overv iew
Agenda
TOPIC 1 - SAP Terms and Concepts 20 mins
TOPIC 2 - Master Data 30 mins
TOPIC 3 - Meter Reading 30 mins
TOPIC 4 - Service Orders 20 mins
TOPIC 5 - Reports 40 mins
Module Duration 3 hrs
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SAP Custom er Supply Func t ional Overv iew
What is SAP?
Integrated Business Solution
Stands for Systems, Applications, Products in
Data Processing
CCS is specially designed for Utilities companies
Windows based technology
Customer- centric system
R
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SAP Custom er Supply Func t ional Overv iew
The Different Parts of SAP
Service
Management
Sales /Distribution
Materials
Management
Service Orders
Quotations
Sales Order
Service Materials
IS-U/CCS
Technical Master Data
Business Master Data
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SAP Custom er Supply Func t ional Overv iew
SAP General Rules
Do it once, do it right
Greater care and effort
is required Searching for
information is a key
SAP skill
New SAP workflows
should be adhered to
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The Four Functional Areas of SAP
SAP
Customer
Service
Device
Management Billing Finance
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Device Management Functions
Device Management
Master Data Meter Readings Service Orders
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Topic 1
SAP Terms and Concepts
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SAP Regional Structure
Entered first
Entered last
Post Code
City
Street
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Planning Plants
Energy Company
North Region South Region HunterCentral Coast
Out of Area
Mosman
North Region South RegionHunter
Central CoastOut of Area
PlanningPlants
Work
Centres
City Dee Why Coogee Concord Avoca Maitland Dubbo Thredbo
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Topic 2
Master Data
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Master Data
Master Data is data that stays unchanged for a longperiod of time
Technical Master Data
eg. a Customers address
Business Master Data
eg. a Customer Record
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SAP Master Data
Apartment Block = Connection
Object
Device
Location
Hallway
Installation
Electricity
Meter
DeviceLocation
Inside Wall
Installation
Gas Meter
Apartment 1 = Premise
Contract
Electricity
Contract
Gas
Contract
AccountBusiness
Partner
Apartment3
Apartment
4
Apartment
5
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Business Master Data
Apartment Block = Connection
Object
Device
Location
Hallway
Installation
Electricity
Meter
DeviceLocation
Inside Wall
Installation
Gas Meter
Apartment 1 = Premise
Contract
Electricity
Contract
Gas
Contract
AccountBusiness
Partner
Apartment3
Apartment
4
Apartment
5
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SAP Custom er Supply Func t ional Overv iew
Business Partner
Business
Partner
Anyone who has a
relationship with
Energy Company
They may be residentialor commercial
customers
They can also be
contractors
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SAP Custom er Supply Func t ional Overv iew
Contract Account
Contract
Account
Combines all Contracts
that have the same
payment and credit
detailsBusiness
Partner
ContractElectricity
Contract
Gas
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SAP Custom er Supply Func t ional Overv iew
Contract
ContractElectricity
Contract
Gas
An agreement between
the Business Partner
and Energy Company
to provide a service(electricity and / or gas)Contract
Account
Business
Partner
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SAP Custom er Supply Func t ional Overv iew
Technical Master Data
Apartment Block = Connection
Object
Device
Location
Hallway
Installation
Electricity
Meter
DeviceLocation
Inside Wall
InstallationGas Meter
Apartment 1 = Premise
Contract
Electricity
Contract
Gas
Contract
AccountBusiness
Partner
Apartment3
Apartment
4
Apartment
5
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SAP Custom er Supply Func t ional Overv iew
Connection Object
A building or a piece of
property that is
connected to the supply
network
It could be an apartment
building or a house, but it
could also be a builders
pole or a fountain
Connection Object
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Premise
Any single unit that is
supplied with energy
and metered separately
Could be a house, anapartment within a
building or a floor
within a building
Apartment 1 = Premise
Connection Object
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SAP Custom er Supply Func t ional Overv iew
Device Location
The actual physical
location within the
Connection Object
where meters are
installed
Examples include
accessible hallways,
outside walls, etc
Device
Location
Connection Object
Apartment 1 = Premise
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SAP Custom er Supply Func t ional Overv iew
Utility Installation
The type of utility to be
connected. It holds
data necessary for
billing and meterreading
Examples include gas,
electricity and
telephone
InstallationDevice
Location
Connection Object
Apartment 1 = Premise
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Topic 3
Meter Readings
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Meter Reading Process
MBS 2ITRON SAP 2SAP 1 MBS 1
Schedule and
Organise
Meter
Readings
Process Meter
Reading
Process Billing
Meter Reading
Orders sent to
MBS
Meter Reading
entered into
ITRON
Meter Reading
sent to MBS
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SAP Custom er Supply Func t ional Overv iew
Meter Reading Scheduling
There are three key concepts involved in
organising Meter Readings:
- Meter Reading Units
- Portions- Schedule Records
SAP1
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Meter Reading Units
M
eterReadin
gUnit
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SAP Custom er Supply Func t ional Overv iew
Portions
Portion 1 - Billed 3/12/00 Portion 2 - Billed 15/12/00
MRU 1
MRU 2
MRU 3
MRU 4
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SAP Custom er Supply Func t ional Overv iew
Schedule Records
Generated automatically by the system
Provide Meter Reading dates for Meter
Reading Units
Provide Billing dates for Portions
Are set up according to dynamic scheduling
and the factory calendar
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SAP Custom er Supply Func t ional Overv iew
Meter Reading Processing in SAP
Monitoring Screen allows a one-stop-shop
for all Meter Reading information
Meter Readings can be entered on-line
through one SAP screen SAP carries out validation on all Meter
Readings
SAP2
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Topic 4
Service Orders
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SAP Custom er Supply Func t ional Overv iew
Service Orders
Service Order is the new name for Work Orders
They are created to arrange field visits
Customer Supply will mainly be using four types
of Service Orders- Connection Orders
- Inspection Orders
- Investigation Orders
- Network Orders
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SAP Custom er Supply Func t ional Overv iew
Types of Service Orders
Service Orders
Connection
Inspection
Network
Customer
Supply
Miscellaneous
Products and
Services
Meter Read
Meter Test
Rate Change
Customer Service
& Accounts
Investigation
All
Reconnection
Disconnection
Customer Service
& Accounts &
Debtor Mgmt
Field Visit for
Non-Payment
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SAP Custom er Supply Func t ional Overv iew
Quotations and Sales Orders
Quotations must be sent out for all contestable
work
Accepted quotes are turned into Sales Orders
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Other Systems to be Used
AIS system is to remain
A new appointment system is Lotus Notes based
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SAP Custom er Supply Func t ional Overv iew
The New Connection Process
Requires the processing of Service Orders,
Sales Orders and Quotations
Requires close monitoring of the system
Encompasses many different modules
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Topic 5
Reports
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SAP Custom er Supply Func t ional Overv iew
What is an SAP Report?
Reads and evaluates data in the database, andpresents the results of this evaluation
Provides lists of information which can be used
to:
- Perform work on-line
- Assess performance
- Identify problems
- Provide information for a manual process- Assign work to an area
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Report Descriptions
The following terms are used to describe types
of SAP Reports:
- Month End
- Ad-hoc
- Interactive
- Custom vs Standard
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SAP Reporting Functionality
Variants
Drill Down
Batch Processing
Background Processing
Allows you to save selection criteria
when generating reports
Allows access to the details of the
report
Allows the report to be run or printed
when the demand on the server is low
Allows a report to be run on a
different batch server
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SAP Custom er Supply Func t ional Overv iew
Using SAP Reports
Enter Parameters
Call the Report
Use Variants
Execute Reports
Download to file Print Send via e-mail
(Optional)
(Optional)
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SAP Custom er Supply Func t ional Overv iew
Print, Download, E-mail Reports
Reports can be printed directly or after
displaying
Report data can be exported to other
applications such as Microsoft Excel
It is possible to send report results to other
users through electronic mail
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SAP Custom er Supply Func t ional Overv iew
Learning Checkpoint
Q1 What is a suburb called in SAP?
Q2 What are the objects that make up Technical
Master Data?
Q3 What document is created as the result of a
signed quotation?
Q4 What is the name of search criteria that are
saved for re-use?
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Summary
Customer Supply will be involved in three
functional areas in SAP
- Master Data
- Meter Readings
- Service Orders
Reports can be used for many different purposes
in SAP