SAP Is-U Overall Process

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.
com
2011 SAP AG
IS Utilities - Creation of Complete
Business Cycle
Applies to:
SAP IS-Utilities.
Summary
The objectives of this document are to help newcomers understand the utilities industry in general and the
basic flow of a complete business cycle. Terms in italics are specific to this industry.
This document is a primer and should the reader be interested in furthering his knowledge, his attention is
drawn to the reference reading section.

Author: Sachin Thadani
Company: SAP
Created on: 13 September, 2011
Author Bio
Sachin Thadani is a Consultant working for SAP GD

IS Utilities - Creation of Complete Business Cycle
SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com
2011 SAP AG
Table of Contents
Introduction ......................................................................................................................................................... 3
Audience ............................................................................................................................................................. 3
Glossary: Utilities Industry Stages ...................................................................................................................... 3
Elementary Business Cycle ................................................................................................................................ 4
SAP IS-Utilities Business Cycle Creation ........................................................................................................... 5
Schedule Master Record Creation .................................................................................................................. 5
Create Parameter Record ............................................................................................................................................ 5
Create Portion .............................................................................................................................................................. 7
Create MR unit ............................................................................................................................................................. 9
Generate Schedule Records ...................................................................................................................................... 12
Creation of Technical Master Data: .............................................................................................................. 16
Create Connection object........................................................................................................................................... 16
Create Premise .......................................................................................................................................................... 18
Create Installation ...................................................................................................................................................... 21
Create Device Location .............................................................................................................................................. 25
Create Device Categories .......................................................................................................................................... 27
Create Device ............................................................................................................................................................ 29
Creation of Business Master Data: ............................................................................................................... 32
Create Contract Partner: ............................................................................................................................................ 32
Create Contract Account ............................................................................................................................................ 33
Complete the Full Installation Process ....................................................................................................................... 35
Complete the Move-In process: ................................................................................................................................. 39
Perform the Meter Read Order creation ....................................................................................................... 42
Enter the Meter Reading ............................................................................................................................................ 43
Billing and Invoicing ...................................................................................................................................... 44
Conclusion ........................................................................................................................................................ 45
Copyright........................................................................................................................................................... 47

2011 SAP AG
Introduction
The objective of this document is to help newcomers understand the utilities industry in general and the basic
flow of a complete business cycle. Terms in italics are specific to this industry.

Audience
Any team members of SAP IS-Utilities project

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

Generation:
It refers to the actual generation of electricity, gas. It consists of the exploration and refining processes within
the Gas sector by different companies for example: Oil, ONGC, British Petroleum, and Shell etc.
In the Electricity industry it consists of generating the electricity either through thermal, nuclear or hydro
electric means by different companies like NTPC, Tata Power, Total, EDF are examples of such companies.
Subsequently, gas or electricity has to be transported from the point of generation to the nearest possible
hub for distribution, supply to consumers. This is done through pipelines for Gas and through Transmission
lines for electricity.
Transmission:
Transport is typically used with reference to the Gas industry while Transmission is more relevant to
Electricity. GAIL, Oil India, Transco in UK, various state electricity boards in India are examples of
Transporter, Transmission companies.
Distribution:
Reaching the gas/electricity from the nearest hub/power substation to the consumer constitutes the
distribution process. In most cases the transmission/transportation companies perform the distribution also.

Gas Transporters
Network
Underground
Storage
2011 SAP AG
Elementary Business Cycle
Given below is a brief description of a complete business cycle with the gas industry as a reference:
Step 1: The customer contacts the utility company, for example BP, and requests for supply of gas. We will
assume that he has gone through the supplier evaluation process, has got quotations from all and has finally
decided to buy gas from BP.
Step 2: BP has also obtained credit data about this customer and has decided to register him.
Step 3: BP then sends the details of this new customer to the network operator. If the customer is already a
customer of another supplier, say Shell, there may be objections from Shell. These are handled by network
Operator and the two suppliers i.e. Shell and BP. Once the objections are settled, Network Operator sends
the Confirmation and BP can complete the Registration process.
Step 4: The next step is to determine whether the service connection, the device/meters are available and
installed. If this is available, supply can start once the customer requests so. If not, a service connection will
have to be laid from the nearest take-off point or hub and the devices/meters installed. This can be done
either by BP itself or subcontracted to a third party. Once this is complete the customer can be moved in.
Step 5: Before starting supply, the existing/initial meter reading will be recorded since this will form the basis
for the Billing.
Step 6: To generate the first Bill, Meter Readings will be obtained as per the Billing schedule. This meter
reading will be corrected, if required, and consumption for the billing period is then calculated. The first Bill is
then generated accordingly.

Elementary Business Cycle

2011 SAP AG
SAP IS-Utilities Business Cycle Creation
It is advisable to backdate all entries, by say 6 months, so that full cycle can be completed and meter
readings entries entered for previous months and hence be able to do billing.
Schedule Master Record Creation
Create Parameter Record
Step 1: Create Parameter record in Scheduling
Menu Path: Utility Industry > Scheduling > Parameter record > Create
Transaction Code: E42B

The following scenario shows where the budget billing is not relevant.
2011 SAP AG

Click on New Lines:
2011 SAP AG

Create Portion
Menu Path: Utility Industry > Scheduling > Schedule Master Record > Portion > Create
Transaction Code: E41B

2011 SAP AG
Allocate the Parameter that you created earlier to this Portion. Choose the End bill Period which is the first
bill period backdated by 6 months. By selecting the Period Length as 1 Month you will have 6 billing cycles to
test.

2011 SAP AG
Create MR unit
Menu Path: Utility Industry > Scheduling > Schedule Master Record > MR unit > Create
Transaction code: E41H
Allocate the Portion that you created to this Meter Reading Unit.

2011 SAP AG

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

2011 SAP AG

2011 SAP AG
Generate Schedule Records
Menu Path: Utility Industry > Scheduling> Schedule Record > Create
Transaction Code: E43A
Following schedule records were generated after the execution of the above transaction.

2011 SAP AG

Display Schedule Records Generated;
2011 SAP AG

2011 SAP AG

2011 SAP AG
Creation of Technical Master Data:
Create Connection object
Menu Path: Utility Industry > Technical Master Data > Connection Object > Create
Transaction Code: ES55

2011 SAP AG

Click on Save Button:

2011 SAP AG
Create Premise
Menu Path: Utility Industry > Technical Master Data > Premise > Create

2011 SAP AG

Click on Save Button:
2011 SAP AG

2011 SAP AG
Create Installation
Menu Path: Utility Industry > Technical Master Data > Installation > Create
It is better to ensure the creation of your Billing Master data if any, before you do this step, since the said
data is required for the installation. If you are not creating any new Rate Category or Billing Class, choose an
existing one.

2011 SAP AG

Enter the Meter Reading Unit created earlier.
2011 SAP AG

Click on Save Button;

2011 SAP AG

2011 SAP AG
Create Device Location
Menu path: Utility Industry > Technical Master Data > Device Location > Create

Click on Save Button;
2011 SAP AG

2011 SAP AG

Create Device Categories
Menu Path: Utility Industry > Device Management > Technology > Device Category > Create
Transaction Code: EG01
Note: Prior to creating the device category, it is imperative to create the same in MM01 since device category in IS-U
corresponds to Material in the material master.

Material Created: 000000000000000062 with Industry Sector as Utilities.
2011 SAP AG

2011 SAP AG

Create Device
Menu Path: Utility Industry > Device Management > Technology > Device > Create
Transaction Code: IQ01
Please note that devices can be either created within IS-U or thro standard Goods receipts process, if the
company wishes to maintain their own inventory. At the time of GR process, the system will generate the
serial numbers for which serial number profile needs to be attached in the Material master. Also, it creates
equipment in the back ground.

2011 SAP AG

2011 SAP AG

2011 SAP AG
Creation of Business Master Data:
Create Contract Partner:
Menu Path: Utility Industry > Business Master Data > Business Partner > Contract Partner > Create
Transaction Code: FPP1 or BP.

2011 SAP AG
Create Contract Account
Menu Path: Utility Industry > Business Master Data > Contract Account > Create
Transaction Code: CAA1

2011 SAP AG

2011 SAP AG
Complete the Full Installation Process
Before proceeding to do the same make sure that all your Billing Configuration and Master Data is present.
Menu Path: Utility Industry > Device Management > Device Installation > Installation > Full
Transaction Code: EG31

2011 SAP AG

2011 SAP AG

2011 SAP AG

2011 SAP AG

Complete the Move-In process:
Menu Path: Utility Industry > Customer Service > Process Execution > Move in > create
Transaction Code: EC50E

2011 SAP AG

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

2011 SAP AG
Transaction ES32 :

2011 SAP AG
Perform the Meter Read Order creation
Menu Path: Utility Industry > Device Management > Meter Reading > Order Creation > Individual Order >
Transaction code: EL01

2011 SAP AG
Enter the Meter Reading
Menu Path: Utility Industry > Device Management > Meter Reading > Entry of meter reading results > Single
entry
Transaction Code: EL28

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

2011 SAP AG
Billing and Invoicing
Menu: Utility Industry > Billing > Billing Execution > Billing Analysis
Transaction Code: EA00

Overall check can be done with the required date as the parameter along with information regarding the
Contract or Installation. Else a simulation can be done for a period range without the meter reads or directly
execute Billing simulation. Please note for Billing Simulation meter reads need to be present.
Once the Billing Simulation is done, billing document is generated( Transaction EA22 ).
Subsequently invoice simulation can be done and then contract can be invoiced.

2011 SAP AG
Conclusion
This document can be referred by any SAP consultant to get an overview on IS-U business processes and
how to create that complete flow.
To see the complete data environment :Goto Transaction ES22 and enter contract created :

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

Alternatively, we can go to Transaction ECENV_BP to see data environment by entering BP No:
2011 SAP AG

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

2011 SAP AG

Copyright
Copyright 2011 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.
The information contained herein may be changed without prior notice.
Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.
Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.
IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9,
iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server,
PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes,
BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX,
Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation.
Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.
Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems
Incorporated in the United States and/or other countries.
Oracle is a registered trademark of Oracle Corporation.
UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.
Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of
Citrix Systems, Inc.
HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts
Institute of Technology.
Java is a registered trademark of Oracle Corporation.
JavaScript is a registered trademark of Oracle Corporation, used under license for technology invented and implemented by Netscape.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned
herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and
other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.
All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document
serves informational purposes only. National product specifications may vary.
These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP
Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or
omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the
express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an
additional warranty.

SAP Is-U Overall Process

Загружено:

Сведения о документе

Оригинальное название

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

SAP Is-U Overall Process

Загружено:

Авторское право:

Доступные форматы

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.

Вам также может понравиться