2moddm001.ppt

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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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    SAP Custom er Supply Func t ional Overv iew

    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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    SAP Custom er Supply Func t ional Overv iew

    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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    SAP Custom er Supply Func t ional Overv iew

    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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    SAP Custom er Supply Func t ional Overv iew

    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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    SAP Custom er Supply Func t ional Overv iew

    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 Custom er Supply Func t ional Overv iew

    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