suoverview concept.ppt

7/29/2019 SUOverview Concept.ppt

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SAP R/3 and IS-U

Overview


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SAP:

IS-U:

CCS:

CRM:

FI-CA:

DM:

EDM:

BI-IN:CS:

ISS:

Systems Applications and Products

Industry Solutions Utilities

Customer Care and Service

Customer Relationship Management

Financial and Contract Accounting

Device Management

Energy Data Management

Billing and InvoicingCustomer Services

Internet Self Service

Key Terms


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CCS to SAP R/3 Integration


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Functional Scope of the IS-U/CCS System


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Master Data versus Transaction Data

Master Data: Transaction Data:

Master data is data

concerning the entity: the

customer data, or the

premise data.

These data remains

unchanged over a long period

of time and there can only beone valid version that have

different validity period.

Transaction data is data

collected as a part of

transactions: meter reading

recorded, bill amount,receivables amount.

These data has no long-

term validity but only one ti

at which it is valid.


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IS-U is integrated Service Management (PM-SMA) and Sales and Distribution (SD)

application components, enabling you to bill service orders, servicecontracts, and the sale of goods.

The Contract Accounts Receivable and Payable (FI-CA)

component manages the large number of postings from billing andbudget billing requests.

With Device Management you manage the installations, meterreading, and the certification of all devices for a utility company.

The IS-U Billing component is used for billing the standarddivisions like electricity, gas and etc

The IS-U Invoicing component enables you to group services andinvoice them on one bill.

In Customer Service you use the Customer Interaction Center(CIC) or Front Office to display all data and start frequently usedbusiness processes.

In Summary
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IS-U is integrated In Internet-Self-Services customers can send data or changes to

their existing data via the Internet.

Energy Data Management (EDM) is a solution that meets therequirements of load shape measurement, schedule management

and the billing of interval energy consumption. Work Management combines various SAP components and

enhances them to include industry-specific functions for planning,calculating, executing and billing work orders.

In Summary
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In Summary

On top of that..

Basic Functions helps manage addresses and regional structures,as well as generating dates and schedules for meter readings,billings and budget billings.

Master Data helps manage data that remains fixed for long periodsof time. In IS-U, this data includes the business partners, contractsand contract accounts, connection objects (buildings and realestate) and the premises, installations and device locations

contained therein.
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Business Master Data

Overview


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Business Partner(BP)

Contract Account(CA)

Contract

A person or a legal entity with

whom you have a businessrelationship

The customers account: the

management of the customer isdriven by the contract account(billing method, paymentmethod, collection method)

An agreement between thebusiness partner and the utilitycompany

Business

MasterData


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Technical Master Data

Overview


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Connection Object, Premise and Installation

Installation

Apartment 1 Premise

Connection Object

TechnicalMaster Data

Connection Object is a building,piece of property or other facilitythat is connected to the supplygrid.

A premise is an enclosed spatialunit that is supplied with energy,such as an apartment or a factory.

The installation stores the

billing properties for one ormore devices at a premise

The device location providesinformation on the physical

location of the device

DeviceLocation


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The technical master data relationship

Street

ElectricityElectricity

Electricity

Water Electricity(Off Peak)

Apartment A

(Premise)Apartment B

(Premise)

Apartment D

(Premise)Apartment C

(Premise)

Building

(Connection Object)

Electricity(Peak)

Installation

Rate

information for

billing meters

Installation(Division 10)

Installation Installation

Water

Electricity

Installation(Division 20)


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The premise incorporatesthe connection object

The installationincorporates the device

and the premise

The contract is the link between thebusiness and technical master data

Business and Technical Master Data CCS Vie


Technical Master Data


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Functional Overview 1


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Customer Services Overview

Customer services supportsCustomer

information(e.g. accountenquiries,meter readingresults)

Execution of

processes andworkflow (e.g.new connectionmove-in,disconnection)

Invoicing costthat arise fromserviceprovision (e.g.create sales

order)

Logging andmanagingcustomercontacts (e.g.complaints andappreciations)
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Customer Services Overview


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Customer Services Contract data changes

Move-in has not yet occurred:-No installation allocated

-No Move in date set-No Move out date set

Move-in has occurred:-Installation is allocated

-Move in date is set-No Move out date set

Move-out has occurred:-Installation is allocated

-Move in date is set-Move out date is set

Contract


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Customer Services - Installation Data Changes


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Device Management Overview


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Device Management Device and Device Category


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Device Management Definition of Device Category

Device Category

- Groups together devices

with the same feature

- Managed as Materials with

material numbers in the MMcomponent


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Device Management Definition of Device

Device Category

- Is an instrument used for measuring

consumptions, processing data or

controlling and protecting other equipments

- Managed as pieces of equipments with

serial numbers in the PM component

Device


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Device Management Definition of Register

Device Category

Device

Register

- Used to meter consumption, energy

etc. Is the actual equipment or the

display of the electronic device

- Identified as a register number in

the device


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Billing Overview Billing Master Data

Utility Installation

Device Installation Rate Type

Rate

Determination

Rate Variants

Operands

Operand Values

e.g. price

Rate Category

Facts Groups

Facts

Billing Schema

Facts

Facts

Rates

Billing class


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Billing Billing Class

Classifies installations for billing (e.g. residential, non-

residential etc)

Change in billing class also requires change in rate category.

Final billing is not necessary upon changes.

Can be valid for several rate categories

Serves the following purposes

Validation

Statistical criterion

Controls the determination of the meter reading unit in the

regional structure


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Billing Rate Category

Rate category is a sub-category of a single billing class. Allocated to installation to be used as a classification or

representing customer type of a contract such as extra high

tension, high tension and low tension.

Contains one valid billing schema.

Determines which outsorting checks occur during billing.

In conjunction with rate type, it determines rates to be applied

during rate determination.
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Billing Rate Type

Rate type is commonly allocated to registerto classify theregister type such as on-peak, off-peak etc.

It could also be allocated to device orinstallation level for use

as a classification of flat rate or be a classification of reference

value.

In conjunction with rate category, it determines rates to be

applied during rate determination.
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Billing Rate

Rate stores billing rules which are executed during billing run. It consists of steps and values of how to calculate billing

quantity and amount.

Each step is executed with variants program.

Values of input and output parameters of rate steps (e.g.

quantity, price, factor, amount etc.) are determined historically at

runtime.
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FI-CA Overview

The Contract Accounts

Receivable and Payablecomponent is a subledger

developed for industries

with a large customer

base and a

correspondingly highvolume of documents to

post.

This includes insurance

companies, utilities,

telecommunication, andpublic service companies.

SAP R/3

GeneralLedger

CCS (FI-CA)

Sub Ledger

Customer account

balances are

maintained

Transactions are

posted (automatically)

at the customer level

SummarisedAccounting

Postings(No customer

detail)


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FI-CA Business Transaction

Document posting

Account

maintenance

Account Display

Installment Plan

Payment posting

Document

reversal

Dunning

Deferral

Incoming payment

Interest

Returns processing

Write-off
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Functional Overview 2


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Customer Service Front Office Overview

Identifications

-Prospect-Customer-Premise-VIP

Information/

Consultation-Contract account

-Payment

-Bill dispute

Processtransaction

(if required)-Create newConnection-Createrepair order

Start workflow-To remind of

task on afuture date-To triggersubsequentprocesses

Customers data can be displayed in several information views and in some

views, it is possible to branch to more detailed information on specific areas. In

this way, you can, access information about bills, rates, budget billingamounts, meter reading results or process transactions on customers request

and etc.
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C S i I S lf S i


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Customer Service Internet Self Service

This component enables utility customers to perform the following

via the Internet:

Grant direct debit authorization

Pay bill

Display bill

Provide accounts information

Register move-in Change bill address

Enter meter readings

Register supplier change

Registration and changes to password

Display consumption history Initiate call-back

Request new password if old password was forgotten
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Device Management Meter Reading

Meter reading processing

Meter read schedulereached

Create MeterReading Order

Download tohandheld

MR read

Validations Fast entry / Upload

Corrections
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Meter reading result validation

Each meter reading result is checked for plausibility (validated).Validations can be configured for individual customers and customer group

Meter read result Validations

Correction

Plausible

Implausible

IndependentValidations

DependentValidations


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Meter reading monitoring

Selection criteria

Contract

Installation

DevicePortion

Meter reading unit

Business partner

Information

Billing order

Meter reading orders

Meter reading results

Monitoring transaction enable you to monitor meter reading entry and status
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Billing Procedures

Periodic billing

Regularly (1-, 2-, 3-, 4-, 6-monthly or annually) Bill cycle controlled from scheduling in portion

Sequence determined by scheduling

Interim billing

Not bound to scheduling

Can be initiated manually

Next periodic billing begins at time of interim billing.

Final billing

Created when customer moves out

Can lead to automatic switch of dunning procedure


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Billing Procedures

Periodic billing

Regularly (1-, 2-, 3-, 4-, 6-monthly or annually) Bill cycle controlled from scheduling in portion

Sequence determined by scheduling

Interim billing

Not bound to scheduling

Can be initiated manually Next periodic billing begins at time of interim billing.

Final billing

Created when customer moves out

Can lead to automatic switch of dunning procedure


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FI-CA Document Structure

Document header

Doc. numberPosting dateDoc. TypeCurrencyReconcil.key

Business partner itemsBP numberCA numberCompany code

Due dateAmountetc.

General ledger itemsCompany codeG/L accountBusiness areaCost centerAmountetc.

1:N 1:N

FI CA T f GL A i


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FI-CA Transfer to GL Accounting

FI-CA documents

G/L140000 $ 100Recon key 090704

FI-CA documentsG/L170000 $ 200

Recon key 090704

Summary recordG/L140000 $ 100G/L170000 $ 200Recon key 090704

FI Documents40 1400000 $ 10050 1700000 $ 200Reference key 090704

Documentposting

Generateposting
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FI-CA Payment

Automatic

Automatic incomingpayments

Collection procedure

Credit payment

Return

Manual

Payment lot

Check lot

Payment at cash desk

Return lot
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FI-CA Dunning

Determination of

new dunning level

Generation of new

dunning history

Generation of new

dunning activities

Printing of

Dunning notices

Minimum/Maximum Amount

Days in ArrearsDunning Frequency

Charge

Interest

Dunning procedureDunning groupingCredit worthiness
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THE END