Is Utilities Overview

SAP IS-Utilities Training
SAP R/3 and IS-U Overview
July 2007
Day 1
 SAP R/3 and IS-U CCS
 SAP Cross Application Standard
 Key Terms
 IS-U/CCS to R/3 integration
 Functional Scope of IS-U/CCS
 Mapping Functional areas to Business Process
 Master Data Vs Transaction Data
 Business Master Data Overview
 The IS-U House
 BP, CA and Contract
 One BP to multiple CA
 Billing the customer not the property
 Business Master Data integration with R/3
 Technical Master Data Overview
 Connection Object, Premise, Installation
 Technical Master Data relationship
 Business and Technical Master Data Link
 Business and Technical Master Data - CCS View
Strictly confidential
Day 2
 Functional Overview 1
 Customer service overview
 CS – Process Execution
 CS - Contract Data Changes
 CS - Installation Data Changes
 Device Management Overview
 DM - Definition of Device Category
 DM - Definition of Device
 DM - Definition of Register
 Billing and Invoicing Overview
 BI - Billing Class
 BI – Rate Category
 BI – Rate Type
 BI – Rate
 BI – Tariff
 FI-CA Overview
 FI-CA Business transactions
Day 2 (Continued)
 Functional Overview 2
 Customer service – Front Office Overview
 Customer service – Work Management
 Customer service – Internet Self Services
 Device Management – Meter Reading Organization
 Device Management – Meter Reading Processing
 Device Management – Meter Reading Validation
 EDM
 Billing – Process Overview
 Billing – Billing Vs Invoicing
 Billing - Procedures
 FI-CA – Document Structure
 FI-CA – Transfer to GL Accounting
 FI-CA – Payment
 FI-CA – Dunning
Agenda
 Day 1: SAP R/3 and IS-U CCS
Business Master Data Overview
Technical Master Data Overview
 Day 2: Functional Overview 1
Functional Overview 2
SAP Cross Application Standards
• Integrated company-wide processes (synergy with R3)
• Workflow management to meet requirements
• Flexibility over the entire life cycle
• Standard graphical user interface
• Access to real-time information
• Single entry and saving of data
• Integrated Business Information Warehousing (BIW)
SAP Cross Application Standards (Cont’d)
• Reorganization concept
• Central address management
• SAP Calendar
• Customizing
• Change Document Procedures
• Number Range management
• Authorization Concept
Key Terms
SAP: Systems Applications and Products
IS-U: Industry Solutions – Utilities
CCS: Customer Care and Service
CRM: Customer Relationship Management
FI-CA: Financial and Contract Accounting
DM: Device Management
EDM: Energy Data Management
BI-IN: Billing and Invoicing
CS: Customer Services
ISS: Internet Self Service
SAP R/3 and IS-U/CCS
SD FI
Sales & Financial
Distribution Accounting
MM CO
Materials Controlling
SCADA* Mgmt
PP PP AM
R/3
Production
planning Asset Mgmt
EDI AFUDC
QM Client/Server PS
Quality
Management ABAP/4 Project
System
PM WF
Field Plant Workflow
Service Maintenance
Support HR IS IS-IS
Human Industry
Work Resources Solutions
Clearance*
IS-U/
Service
GIS FERC
Mgmt CAD AM/FM
Work IS-U/
CCS
Mgmt
CCS to SAP R/3 Integration
Functional Scope of the IS-U/CCS System
Key Functional Areas of CCS
Mapping Functional Areas to the Business Process
Metering
Create meter
Determine the reading requests
Capture Information from across the CCS (and other) system

Upload and
meter reading route according to Perform the meter validate the meter
and schedule schedule; assign to reading reads
route
Billing
Print and issue invoice Generate an Capture other fees Utilise MR to
to the customer (or e- Invoice for the and charges for the calculate the
mail) customer customer consumption bill
Accounts Recv.
Process Payments Received Initiate collections Maintain
(directly or via banks and actions for non-paying customers credit
agencies) customers profile
Customer Service
Initiate action (work Customer calls with
Proactively contact customer order) to satisfy query, request or
(if necessary) customer request complaint
CRM
BW
Marketing and Sales Campaigns
Master Data versus Transaction Data
Master Data: Transaction Data:
 Master data is data  Transaction data is data
concerning the entity: the collected as a part of
customer data, or the transactions: meter reading
premise data. recorded, bill amount,
receivables amount.
 These data remains  These data has no long-
unchanged over a long period term validity but only one time
of time and there can only be at which it is valid.
one valid version that have
different validity period.
Points for Discussions…
 Which business functions do you think would be impacted with

the introduction of IS-U/CCS in your company and how?
 What steps can we take to ensure a successful integration

across the business functions in R/3 and IS-U?
In Summary…
IS-U is integrated …
• Service Management (PM-SMA) and Sales and Distribution (SD) application
components, enabling you to bill service orders, service contracts, and the sale of goods.
• The Contract Accounts Receivable and Payable (FI-CA) component manages the large
number of postings from billing and budget billing requests.
• With Device Management you manage the installations, meter reading, and the
certification of all devices for a utility company.
• The IS-U Billing component is used for billing the standard divisions like electricity, gas
and etc
• The IS-U Invoicing component enables you to group services and invoice them on one
bill.
• In Customer Service you use the Customer Interaction Center (CIC) or Front Office to
display all data and start frequently used business processes.
In Summary…
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 the requirements 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…
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 periods of time. In IS-U,
this data includes the business partners, contracts and contract accounts, connection
objects (buildings and real estate) and the premises, installations and device locations
contained therein.
Agenda
The IS-U house
The IS-U house
Move-in
Link
* Move in can
be performed
for each
installation
separately or
together
The IS-U house
MOVE-OUT
Contracts
terminates
BP & CA is
de-linked
from Premise
Business Master Data
Business A person or a legal entity with
Business
Master
Master
whom you have a business
Data
Data Business Partner relationship
(BP)
The customer’s account: the

Contract Account management of the customer is
(CA) driven by the contract account
(billing method, payment method,
collection method)
Contract
An agreement between the
business partner and the utility
company
One Business Partner to Multiple Contract Accounts
Business
Partner
Contract Account Contract Account
Contract Contract Contract

(Electricity) (Electricity) (Water)
• One customer can have multiple properties (with multi-utilities)
• The contract account defines how the customer’s account is treated; in this
example the customer’s home and business’ accounts would have different
billing and credit terms and therefore have different contract accounts
• A contract must exist for each combination of property and service; where two
services (multi-utility cases) are supplied at the one property, then two
contracts are required
The Customer is Billed – Not the Property
Business
Partner
Contract Account Contract Account
Contract Contract Contract

(Electricity) (Electricity) (Water)
• The meter is read at the property

• The customer is billed (via the contract account) – not the property
• The customer has the option of receiving one or multiple bills for each
property and services
• The customer is responsible for the debt – not the property
Business Master Data integration with R/3
When a contract partner is created, the standard Sales and Distribution
(SD) component customer is also created in the background.
Contract
Account
Contract
Sold-To Contract
Sold-ToParty
Party//
Contract Account
ContractPartner
Partner
Contract
Agenda
Connection Object, Premise and Installation
Technical
Technical The installation stores the billing
Master
MasterData
Data Installation properties for one or more devices at a
premise
The device location provides

Device
Location
information on the physical location of
the device
A premise is an enclosed spatial unit

Apartment 1 Premise that is supplied with energy, such as
an apartment or a factory.
Connection Object is a building, piece

Connection Object of property or other facility that is
connected to the supply grid.
The technical master data relationship
Building
(Connection Object)
Apartment A Apartment B
(Premise) (Premise)
Electricity Installation Electricity Installation
Apartment C Apartment D
(Premise) (Premise)
Installation Electricity Installation

Electricity (Peak)
Electricity (Division 10) Rate
information for
Installation Electricity billing meters
Water Water (Off Peak)
(Division 20)
Street
Business and Technical Master Data Link
Business
Business
Master Data
Master Data
• The business master data
Business Partner and the technical master
data exist separately
• They are linked with the
Contract Account
creation of a contract when
the customer moves in (the
contract stores the
Contract
installation number as well
Technical
as the contract account)
Technical
Master
MasterData
Data
Installation • When a customer moves
out, the link is broken; the
Apartment 1 Premise customer master and
technical master data
continue to exist separately
Connection Object
Business and Technical Master Data – CCS View
The contract is the link between the
business and technical master data
Business Master Data
Technical Master Data
The installation
The premise incorporates
incorporates the device
the connection object
and the premise
Questions
Agenda
Customer Services Overview
Customer services supports……
Customer
information (e.g.
account
Invoicing cost
enquiries, meter
that arise from
reading results)
service
provision (e.g.
create sales
order)
Execution of
Logging and
processes and
managing
workflow (e.g.
customer
new connection
contacts (e.g.
move-in,
complaints and
disconnection)
appreciations)
Customer Services Overview
Customer Services – Contract data changes
Contract
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
Customer Services - Installation Data Changes
Device Management – Overview
Device Management – Device and Device Category
Device Management – Definition of Device Category
Device Category
- Groups together devices

with the same feature
- Managed as Materials with

material numbers in the MM
component
Device Management – Definition of Device
Device Category
Device
- 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 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
Billing Overview – Billing Master Data
Billing class
Facts
Billing Schema
Facts Utility Installation Rate Category
Rate
Rates Rate Variants
Determination
Device Installation Rate Type
Facts Groups Operands
Operand Values
Facts
e.g. price
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
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.
Billing – Rate Type
• Rate type is commonly allocated to register to classify the

register type such as on-peak, off-peak etc.
• It could also be allocated to device or installation 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.
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.
FI-CA Overview
SAP R/3
• The Contract Accounts
Receivable and Payable
component is a
General
subledger developed for Ledger
industries with a large
CCS (FI-CA)
customer base and a
correspondingly high
volume of documents to Sub Ledger
post. Summarised
• Customer account Accounting
• This includes insurance balances are Postings
maintained (No customer
companies, utilities, • Transactions are detail)
telecommunication, and posted (automatically)
public service at the customer level
companies.
FI-CA Business Transaction
Document posting Payment posting Incoming payment

Account maintenance Document reversal Interest
Account Display Dunning Returns processing
Installment Plan Deferral Write-off
Agenda
Customer Service – Front Office Overview
Customer’s 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 billing amounts, meter
reading results or process transactions on customer’s request and etc.
Process Start workflow

Identifications Information/ transaction -To remind of
-Prospect Consultation (if required) task on a
-Customer -Contract account -Create new future date
-Premise -Payment Connection -To trigger
-VIP -Bill dispute -Create subsequent
repair order processes
Customer Service – Work Management
Creation
Planning
Release
Printout
Execution
Confirmation
Monitoring Technical completion
Reschedule & Dispatch Billing
Settlement
Reporting Closure
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
Device Management – Meter Reading
Meter reading organization: street route
Meter reading unit
Meter Reading Unit

City district
Street
Connection object
Device location
Device
Street route defines the sequence in which the devices in a service territory are
to be read. Doing this can optimize the meter reader’s route.
Meter reading processing
Meter read schedule Create Meter Download to MR read

reached Reading Order handheld
Corrections
Validations Fast entry / Upload
Meter reading result validation
Correction Implausible
Meter read result Validations Plausible
Independent
Validations
Dependent
Validations
Each meter reading result is checked for plausibility (validated).

Validations can be configured for individual customers and customer group
Meter reading monitoring

Information
Selection criteria
Billing order
•Contract
•Meter reading orders
•Installation
•Meter reading results
•Device
•Portion
•Meter reading unit
•Business partner
Monitoring transaction enable you to monitor meter reading entry and status
Energy Data Management
• Energy Data Management (EDM) is a solution that fulfills
requirements by offering interval reading, settlement of energy
quantities, scheduling, and billing of interval energy consumption.
• Fully integrated into IS-U/CCS and can be installed in an existing
SAP IS-U system as a new component.
• Integrated into Intercompany Data Exchange (IDE), which allows
for data exchange in standardized formats and enables the
integration of cross-company business processes.
• Interfaces with automated meter reading systems
Billing – Process overview
Billing and Invoicing Process
Create
Enter
Meter
Reading
Meter Printing
Order
Readings Billing Invoicing
Billing Billing Print

Order Document Document
Billing – Billing vs. Invoicing
Billing Invoicing
 Consumption and bill amount  Process contract billing to contract
account receivable and prepare
calculation process
printout
 Performed at Contract level  Performed at Contract Account
level
 Determine billing periods
 Consolidate energy and non-
 Determine tariff (rate) data energy charges, e.g. late payment
fee
 Consolidate all items from different
contracts to be invoiced under the
same contract account
Billing Invoicing
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
Billing – Procedures
 Period-end billing
 Carried out separately after a billing cycle
 The billing cycle is usually a year, but could also be a period of 2,3,4 or 6
months
 Periodic billings can, if necessary, be recalculated and backbilled
 Manual billing
 Mainly used for corrections of bills
 Triggered manually at any time
 Independent to master data e.g. adjusted consumption as well as price could
be entered directly in the manual bill
FI-CA – Document Structure
Document header
Doc. number
Posting date
Doc. Type
Currency
1:N Reconcil.key 1:N
Business partner items General ledger items

BP number Company code
CA number G/L account
Company code Business area
Due date Cost center
Amount Amount
etc. etc.
FI-CA – Transfer to GL Accounting
FI-CA documents
G/L140000 $ 100
Recon key 090704 Summary record
Document G/L140000 $ 100
posting G/L170000 $ 200
FI-CA documents Recon key 090704
G/L170000 $ 200
Recon key 090704
Generate
posting
FI Documents
40 1400000 $ 100
50 1700000 $ 200
Reference key 090704
FI-CA – Payment
Automatic Manual
 Automatic incoming payments  Payment lot
 Collection procedure  Check lot
 Credit payment  Payment at cash desk
 Return  Return lot
FI-CA – Dunning
Minimum/Maximum Amount
Charge
Days in Arrears
Interest
Dunning Frequency
Determination of Generation of new Generation of new Printing of

new dunning level dunning history dunning activities Dunning notices
Dunning procedure
Dunning grouping
Credit worthiness
Questions

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SAP IS-Utilities Training

SAP R/3 and IS-U Overview

 Day 1: SAP R/3 and IS-U CCS

Business Master Data Overview

Technical Master Data Overview

 Day 2: Functional Overview 1

• Integrated company-wide processes (synergy with R3)

• Workflow management to meet requirements

• Flexibility over the entire life cycle

• Standard graphical user interface

• Access to real-time information

• Single entry and saving of data

• Integrated Business Information Warehousing (BIW)

• Central address management

• Change Document Procedures

• Number Range management

Capture Information from across the CCS (and other) system

 Which business functions do you think would be impacted with

 What steps can we take to ensure a successful integration

 Day 1: SAP R/3 and IS-U CCS

Business Master Data Overview

Technical Master Data Overview

 Day 2: Functional Overview 1

The customer’s account: the

Contract Account Contract Account

Contract Contract Contract

Contract Account Contract Account

Contract Contract Contract

• The meter is read at the property

 Day 1: SAP R/3 and IS-U CCS

Business Master Data Overview

Technical Master Data Overview

 Day 2: Functional Overview 1

The device location provides

A premise is an enclosed spatial unit

Connection Object is a building, piece

Electricity Installation Electricity Installation

Installation Electricity Installation

Business Master Data

Technical Master Data

 Day 1: SAP R/3 and IS-U CCS

Business Master Data Overview

Technical Master Data Overview

 Day 2: Functional Overview 1

Move-in has occurred:

Move-out has occurred:

- Groups together devices

- Managed as Materials with

- Is an instrument used for measuring

- Managed as pieces of equipments with

- Identified as a register number in

Facts Utility Installation Rate Category

Device Installation Rate Type

Facts Groups Operands

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

• Rate category is a sub-category of a single billing class.

• Rate type is commonly allocated to register to classify the

Document posting Payment posting Incoming payment

 Day 1: SAP R/3 and IS-U CCS

Business Master Data Overview

Technical Master Data Overview

 Day 2: Functional Overview 1

Process Start workflow