Module DM001 SAP Customer Supply Functional Overview

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

SAP Customer Supply Functional Overview

Agenda
TOPIC 1 - SAP Terms and Concepts TOPIC 2 - Master Data TOPIC 3 - Meter Reading 20 mins 30 mins 30 mins

TOPIC 4 - Service Orders

TOPIC 5 - Reports Module Duration

20 mins
40 mins 3 hrs

SAP Customer Supply Functional Overview

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

SAP Customer Supply Functional Overview

The Different Parts of SAP

IS-U/CCS

Service Management
Service Orders

Technical Master Data Business Master Data

Materials Management
Service Materials

Sales / Distribution
Quotations Sales Order

SAP Customer Supply Functional Overview

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

SAP Customer Supply Functional Overview

The Four Functional Areas of SAP

SAP

Customer Service

Device Management

Billing

Finance

SAP Customer Supply Functional Overview

Device Management Functions

Device Management

Master Data

Meter Readings

Service Orders

SAP Customer Supply Functional Overview

Topic 1
SAP Terms and Concepts

SAP Regional Structure

Entered first Post Code

City

Street Entered last

SAP Customer Supply Functional Overview

Planning Plants
Energy Company

Planning Plants

North Region

South Region

Hunter Central Coast

Out of Area

Work Centres

North Region

South Region

Hunter Central Coast

Out of Area

City

Mosman

Dee Why

Coogee

Concord

Avoca

Maitland

Dubbo

Thredbo

SAP Customer Supply Functional Overview

Topic 2
Master Data

Master Data
Master Data is data that stays unchanged for a long period of time

Technical Master Data eg. a Customers address

SAP Customer Supply Functional Overview

Business Master Data eg. a Customer Record

SAP Master Data

Apartment Block = Connection Object

Apartment 1 = Premise Installation Electricity Meter Device Location Hallway

Apartment 3

Contract Electricity
Business Partner Contract Account Contract Gas

Apartment 4

Installation Gas Meter

Device Location Inside Wall

Apartment 5

SAP Customer Supply Functional Overview

Business Master Data

Apartment Block = Connection Object

Apartment 1 = Premise Installation Electricity Meter Device Location Hallway

Apartment 3

Contract Electricity
Business Partner Contract Account Contract Gas

Apartment 4

Installation Gas Meter

Device Location Inside Wall

Apartment 5

SAP Customer Supply Functional Overview

Business Partner
Anyone who has a relationship with Energy Company They may be residential or commercial customers They can also be contractors
Business Partner

SAP Customer Supply Functional Overview

Contract Account
Combines all Contracts that have the same payment and credit details
Business Partner Contract Account

Contract Electricity

Contract Gas

SAP Customer Supply Functional Overview

Contract
An agreement between the Business Partner and Energy Company to provide a service (electricity and / or gas)

Business Partner

Contract Account

Contract Electricity

Contract Gas

SAP Customer Supply Functional Overview

Technical Master Data

Apartment Block = Connection Object

Apartment 1 = Premise Installation Electricity Meter Device Location Hallway

Apartment 3

Contract Electricity
Business Partner Contract Account Contract Gas

Apartment 4

Installation Gas Meter

Device Location Inside Wall

Apartment 5

SAP Customer Supply Functional Overview

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

SAP Customer Supply Functional Overview

Premise
Any single unit that is supplied with energy and metered separately Could be a house, an apartment within a building or a floor within a building

Connection Object Apartment 1 = Premise

SAP Customer Supply Functional Overview

Device Location
The actual physical location within the Connection Object where meters are installed Examples include accessible hallways, outside walls, etc

Connection Object Apartment 1 = Premise

Device Location

SAP Customer Supply Functional Overview

Utility Installation
The type of utility to be connected. It holds data necessary for billing and meter reading Examples include gas, electricity and telephone

Connection Object Apartment 1 = Premise

Device Location Installation

SAP Customer Supply Functional Overview

Topic 3
Meter Readings

Meter Reading Process

SAP 1
Schedule and Organise Meter Readings

MBS 1
Meter Reading Orders sent to MBS

ITRON
Meter Reading entered into ITRON

MBS 2
Meter Reading sent to MBS

SAP 2
Process Meter Reading Process Billing

SAP Customer Supply Functional Overview

Meter Reading Scheduling

There are three key concepts involved in organising Meter Readings:
Meter Reading Units Portions Schedule Records

SAP1

SAP Customer Supply Functional Overview

Meter Reading Units

Meter Reading Unit

SAP Customer Supply Functional Overview

Portions
Portion 1 - Billed 3/12/00 Portion 2 - Billed 15/12/00

MRU 1

MRU 3

MRU 2

MRU 4

SAP Customer Supply Functional Overview

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

SAP Customer Supply Functional Overview

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

SAP Customer Supply Functional Overview

Topic 4
Service Orders

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

SAP Customer Supply Functional Overview

Types of Service Orders

Service Orders

Customer Supply
Connection Inspection Network

Customer Service & Accounts

Meter Test Meter Read Rate Change Products and Services Miscellaneous

All

Customer Service & Accounts & Debtor Mgmt

Reconnection Disconnection Field Visit for Non-Payment

Investigation

SAP Customer Supply Functional Overview

Quotations and Sales Orders

Quotations must be sent out for all contestable work Accepted quotes are turned into Sales Orders

SAP Customer Supply Functional Overview

Other Systems to be Used

AIS system is to remain A new appointment system is Lotus Notes based

SAP Customer Supply Functional Overview

The New Connection Process

Requires the processing of Service Orders, Sales Orders and Quotations Requires close monitoring of the system Encompasses many different modules

SAP Customer Supply Functional Overview

Topic 5
Reports

What is an SAP Report?

Reads and evaluates data in the database, and presents 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

SAP Customer Supply Functional Overview

Report Descriptions
The following terms are used to describe types of SAP Reports:
Month End Ad-hoc

Interactive
Custom vs Standard

SAP Customer Supply Functional Overview

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

SAP Customer Supply Functional Overview

Using SAP Reports

Call the Report

Enter Parameters

Use Variants

(Optional)

Execute Reports

(Optional)

Download to file

Print

Send via e-mail

SAP Customer Supply Functional Overview

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

SAP Customer Supply Functional Overview

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?

SAP Customer Supply Functional Overview

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

SAP Customer Supply Functional Overview