SAP Utilities

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Table of content
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Table of content
1 SAP Utilities
1.1 Basic Functions
1.2 Master Data
1.3 Device Management
1.4 Energy Data Management
1.5 Contract Billing
1.6 Invoicing
1.7 Contract Accts Receivable and Payable for the Utilities Industry
1.8 Customer Service
1.9 Work Management
1.10 SAP Waste and Recycling
1.11 Information System
1.12 Intercompany Data Exchange
1.13 Tools
1.14 Increased Efficiency IS-U/CCS Available Optimization Options
1.15 Increased Efficiency IS-U/CCS New Developments
1.16 Feedback on Documentation
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1 SAP Utilities
Purpose
SAP Utilities (SAP IS-U) is a process-oriented sales and information system that supports all services of utility and waste disposal companies. You can use
SAP Utilities to manage and bill residential, commercial and industrial, and prospective customers.
With todays deregulated markets and increasing competition, it is important that you address your customers needs as best as possible, use operative
information tailored to their specific requirements, and maximize revenue potential. As an integrated part of mySAP ERP , SAP Utilities provides you with all the
benefits of a comprehensive and effective Enterprise Resource Planning (ERP) System.
SAP Utilities helps you to keep you business processes as streamlined and as efficient as possible. As a single software solution, SAP Utilities eliminates
incompatible and isolated information in the back office. With SAP Utilities , you can access data at any time from diverse business areas, providing you with the
information you need to make the right decisions.
Integration
Solution Portfolio SAP for Utilities
SAP Utilities is part of the solution portfolio SAP for Utilities . Part of this portfolio is the integration with the following applications:
Application Documentation
mySAP Customer Relationship Management (SAP Help Portal (help.sap.com mySAP Business Suite SAP Customer
Relationship Mgmt.
SAP NetWeaver Business Intelligence (SAP Help Portal (help.sap.com
SAP NetWeaver SAP NetWeaver 2004s (or other release) English
SAP NetWeaver by Key Capability BI Content Industry Solutions
Utilities
SAP NetWeaver Portal (SAP Help Portal (help.sap.com
SAP NetWeaver Portal Content
SAP Utilities Customer E-Services SAP Solution Manager
You can use the Plant Maintenance (PM), Customer Service (CS) and Sales and Distribution (SD) SAP ECC application components to bill service orders,
service contracts, services, and the sale of goods. Due to the large number of postings from billing and budget billing requests, these are posted in a subledger in
Contract Accounts Receivable and Payable (FI-CA).
SAP Utilities uses SAP Business Workflow to automate the processing of its many business processes. Common workflows include initial creation of a service
connection and the disconnection of devices.
Features
SAP Utilities
With Basic Functions you manage addresses and regional structures. You can generate schedules for meter reading, budget billing, and billing.
With Master Data you 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.
With Device Management you manage the installations, meter reading, and the certification of all devices for a utility company.
The Billing component is used for billing the standard divisions: Electricity, gas, water/waste water, district heating, and multimedia service s (for
example, cable TV).
With Invoicing you group services and invoice them on one bill. You can also use Invoicing to calculate and charge duty, fees, and taxes.
In Customer Service you can use the Customer Interaction Center (CIC) or Front Office to display all data and start specific business processes. In
Internet-Self-Services your customers can send you new data or changes to their existing data via the Internet. For example, they can grant you collection
authorization or register a move-in.
Energy Data Management (EDM) is a solution that meets the requirements of interval reading, schedule management, and the billing of interval energy
consumption. EDM includes the following functions:
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Central database for energy data (Energy Data Repository)
Settlement and schedule management using the settlement workbench
Billing of profiles using real-time-pricing billing (RTP billing)
Intercompany Data Exchange (IDE) fulfills the requirements of the deregulated market. IDE includes the following functions:
Infrastructure for processing deregulated business processes
Unbundling
Data exchange processes
Change of supplier processes
Bill and payment processing in the deregulated environment
Work Management combines various SAP components and enhances them to include industry-specific functions for planning, calculating, executing, and
billing work orders.
SAP Waste and Recycling (IS-U-WA) is a comprehensive logistics, billing, service, and customer service system that covers all the business processes
required by a waste disposal company.

If you have any comments or suggestions regarding this documentation, we are always grateful for feedback.


1.1 Basic Functions
Purpose
This component contains the following basic functions of the Utilities Industry (IS-U) component:
Central management of address data arranged according to postal and political regional structure
Scheduling at the meter reading unit and portion levels

1.2 Master Data
Purpose
This component contains data for the Utilities Industry (IS-U) component that remains unchanged over a long period of time. The graphic below illustrates the
master data and shows how the various objects are related to each other.
Master Data in IS-U

There are 2 different types of master data: technical and business. These are shown in the graphic below:
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1.3 Device Management
Purpose
This component manages technical data, installations, meter readings, and the inspection of devices.
Integration
The following table lists the standard R/3 application components that must be integrated into device management before you can manage devices. The device,
device category, and device number in the Utilities Industry (IS-U) component correspond to equipment, material, and the serial number in the standard system:
Names in IS-U and the standard system
Name in IS-U From component Name in standard system
Device Plant Maintenance
(PM)
Equipment
Device category Logistics Basic Data
(LO-MD)
Material
Device number Logistics Basic Data
(LO-MD)
Serial number
The device number is created in MM with the function Goods Receipt . At the utility company, the device is labeled with this number.
The device number can also be generated when you create a device in IS-U. The device is identified by a unique material and serial number combination to
distinguish it from other pieces of material that may have the same serial number. The equipment number is the same throughout the whole system.








Integration of IS-U with MM, LO and PM
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MM is also used for the following functions in device flow:
MM Functions for Device Flow
Function Component
Procurement Purchase Requisition
and Purchase Order from (MM-PUR)
Delivery Goods Receipt
from Inventory Management (MM-IM)
Outward movement (such as scrapping or sales) Goods Issue
and Return Delivery from MM-IM
Stock transfer Goods Issue
and Return Delivery from MM-IM
Equipment records are created automatically at goods receipt . Therefore, functions of the PM application component are used, including standard ordering
functions and creation of maintenance plans or task lists. Billing is then carried out with the Sales and Distribution (SD) application component.
For more information, see:
PM:
Equipment
LO-MD:
Material Master
Serial Number Management
MM-PUR:
Purchase Requisitions
Purchase Orders
MM-IM:
Planning Goods Receipts
Goods Receipts for Purchase Orders
Goods Receipts for Orders
Other Goods Receipts
Goods Issues
Transfer Postings and Stock Transfers


1.4 Energy Data Management
Purpose
Energy Data Management is a solution that fulfills requirements by offering interval reading, settlement of energy quantities, scheduling, and billing of interval
energy consumption.
Integration
The Energy Data Management (SAP IS-U-EDM) component is fully integrated into the SAP IS-U system and can be installed in an existing SAP IS-U system
as a new component. SAP IS-U-EDM is also integrated into Intercompany Data Exchange (SAP IS-U-IDE). This component allows for data exchange in
standardized formats and enables the integration of cross-company business processes. SAP IS-U-EDM allows you to bill profiles in SAP IS-U. Profiles are
prepared in SAP IS-U-EDM and transferred to SAP IS-U billing via an internal interface. This allows you to bill new types of contracts, such as spot purchases.
SAP IS-U-EDM also interfaces with automated meter reading systems.
Features
Energy Data Management covers the following areas:

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Central database for energy data (Energy Data Repository)
Settlement and scheduling using the settlement workbench
Billing profiles using Real-Time-Pricing Billing
Profile Management
For further information see Profile Management
Importing Profile Values
You can import profile values using a standard interface as follows:
Using BAPIs of type ISUPROFILE.Upload (IDoc of type ISUPROFILE_UPLOAD1 )
Using BAPIs of type MSCONS
You can monitor the profile value import
Replacement Value Creation
For more information see Replacement Value Creation
Profile Display and Editing
Microsoft Excel has been integrated into IS-U-EDM via an OLE (object linking and embedding) interface. This interface allows you to:
Display profile values in Microsoft Excel.
Change profile values in Excel and save the changes in an Excel file.
Export profile values (including status) from SAP IS-U-EDM to an Excel file and edit them at your workstation.
Import elementary profile values (including status) from an Excel file into SAP IS-U-EDM.
The system performs predefined consistency checks during the import process.
Displaying Profiles on the Internet
You can use an Internet Application Component to display profile values on the Internet.
Settlement
For more information see Settlement
Calculating Profiles
For more information see Profile Calculation
Sending Profiles
You can send profiles to communication partners and display a list of sent profiles.
To send profiles, see Energy Data Management Send Profiles in the Utilities Industry menu.
Profile Billing
For more information see Real-Time-Pricing Billing

1.5 Contract Billing

The supply and services provided by a utility company are billed using this component. It offers a range of billing procedures with a variety of selection and
control options. For example, the component enables the following:
Billing of residential and commercial and industrial customers
Annual consumption billing and periodic monthly billing cycles
Billing for different divisions
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Numerous bill forms
Billing simulation
Validation of billing documents and bills
Integration
Billing processes meter reading results from the Meter Reading component (IS-U-DM-MR). If you have activated the business function Utilities, Quantity
Determination (ISU_QD_1) and you use the quantity determination procedure Quantity Determination During Meter Reading , the system determines a
consumption value during meter reading result entry. The value is saved to the database. In this case, billing processes the consumption quantity and not the
meter reading results.
The billing results are processed in the Invoicing component (IS-U-IN).
In addition to the standard services, utility companies also offer their customers other services. Some important additional services are, for example:
Installation of a service connection
Maintenance and repairs
Sales
These additional services are either billed and invoiced in the Sales and Distribution (SD) component, or externally.
1.6 Invoicing
Use
This component:
Creates FI-CA documents for:
IS-U consumption billing
External billing
SD billing (sales, installation)
Clears bill receivables with posting items, in particular with budget billing payments that have been made
Creates and prints bills
Supports reversal processes
Manages the budget billing plans and provides functions for processing the budget billing amounts
Supports the determination and levying of taxes, charges and duties
Supports additional functions such as:
Interest calculation
Dunning
Blocking
Clearing control, account maintenance and so on
The following graphic shows the uses and additional functions of invoicing:
Integration
The Contract Billing (IS-U-BI) component sends billing documents, credit memos, backbillings and the basis for the budget billing plans to invoicing. The budget
billing plan is formed on the basis of the budget billing extrapolation lines, which are created automatically in periodic billing.
Invoicing links the Utilities Industry (IS-U) component with the Contract Accounts Receivable and Payable (FI-CA) component. Posting documents and budget
billing plans are created in FI-CA and are taken into account by invoicing during account maintenance.
The Print Workbench (IS-U-TO-PW) component is used for creating the bill form.
The following graphic shows the connection between billing, invoicing and contract accounts receivable and payable:
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Contract Accts Receivable and Payable for the Utilities Industry
Use
Contract Accounts Receivable and Payable is a subledger developed for industries with a large customer base and a correspondingly high volume of
documents to post, such as utility companies.
Features
This component provides standard accounts receivable and accounts payable functions including dunning, posting documents, and making payments. Contract
accounts receivable and payable currently consists of the following detailed components:
Basic Functions
Business Transactions
Integration
Closing Operations
Information System
Job Controls
European Monetary Union and Contract Accounts Receivable and Payable
Archiving
Interfaces
The EVENT Concept
Data Processing in Mass Runs
Enhanced Message Management

1.8 Customer Service
Purpose
This component is used to efficiently manage services and business transactions in IS-U/CCS. It supports you in:
Customer information (for example, for account inquiries, meter reading results, and budget billings)
Executing processes and workflows:
Invoicing costs that arise from service provision
Logging and managing customer contacts
Integration
Depending on your Customizing settings, you can integrate all components of the Utilities Industry (IS-U) component and components of the standard system, for
example the component Service Processing (CS-SE).
Features
The data finder, a high-performance search function, helps you identify customers. Depending on the data you are given, you can search by the following
criteria:
Name and address of the customer
Address of the connection object
Customer number
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Social security number
You can also:
Combine search criteria any way you like
Search with incomplete criteria (for example, all names starting with Ma).
Restrict the search according to objects (for example, the division electricity).
You can search for customers who inhabit the same property.

You can integrate external communication systems in IS-U/CCS. You can, for example, display documents stored in the optical archive (such as bills and
welcome letters), store in or outbounf documents (such as letters or faxes), integrate a call center solution using the SAPPhone component or send E-mails via the
SAPConnect component.
1.9 Work Management
Purpose
You use this component for accepting, planning, calculating and carrying out work orders and, if applicable, for billing work orders to a customer. For this process,
a distinction is made between two types of work order as follows:
External
work orders relating to the customer ("services")
Examples of external work orders are:
Creation and amplification of service connections
Energy consulting
Unplanned meter readings
Disconnection and reconnection (electricity, gas)
Internal
work orders
Examples of internal work orders are:
Maintenance
Repairs
Installation, modification or removal of technical equipment
To create a work order efficiently, the
Utilities Industry (IS-U) component uses references ("compatible units"). Using a small number of parameters defined by the user, the system can generate
the appropriate order.
After the order has been created, the system monitors the provision of resources and schedules the order. Geographical conditions play an important role here,
especially in the utilities industry.
SAP Waste and Recycling
Use
SAP Waste and Recycling (IS-U-WA) provides you with a wide-ranging customer care, service, logistics, and billing system that can be fully integrated in
standard business software. The deregulation of the waste disposal industry across the globe, and the resulting increase in competition between waste
companies, makes this integrated approach extremely important. The component links all business, technical and personnel-related requirements.
Integration
Solution Map: SAP Waste and Recycling
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Example: Integration Process
The graphic explains the process flows described under Features.

Features
Integrated Processes
One of the considerable advantages of 1.10 SAP Waste and Recycling is the integration of different components and business suites. Previously, the waste
industry primarily used separate systems for different tasks, such as for order processing, confirmation and invoicing, personnel and vehicle planning. These can
be replaced as required, and the separate tasks can be linked in one data model. The function-oriented structure of SAP Waste and Recycling enables you to
modify all processes to suit the size of your company and the services you offer.
Modeling of Core Processes
The collection of domestic waste and the container service represent two of the most important elements of this component. Additional functions include, amongst
others, the processing of bulk waste, street and property cleaning, winter maintenance, resource planning, and a number of other waste services.
Municipal and private waste disposal companies of all sizes benefit from the broad functional scope of the component, which offers a wide range of waste types
and core industry processes.
Additional Functions for Modeling Core Processes
SAP Waste and Recycling provides an integrated weighing data system for modeling the aforementioned core processes.
Inventory Management of Containers
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You use the Materials Management component (MM) to manage your container inventories. You can serialize the containers, depending on the container
categories. You must serialize the containers in order to weigh them individually. You can then bill each customer for the actual amount of waste handled by the
waste disposal company. You can also bill the customer for the waste immediately after it has been weighed on board the vehicle. This is made possible via an
interface between the on-board computer and the SAP system.
Modeling Waste Disposal Installations
You can define waste disposal installations as own objects with waste disposal-specific attributes, based on SAP objects such as plant, storage location,
functional location. You can also model waste disposal-specific processes such as goods receipt, internal installation processes and goods issue.
Interfaces
You can integrate complementary products, such as a route planning systems, weighing data systems, or geographical information systems (GIS), in SAP
Waste and Recycling via a generic interface.

The individual functions are described in the following sections.


1.11 Information System
Purpose
You use this component to manage the statistics for the master data and the most important transactions in the Utilities Industry component ( IS-U ). This gives
you fast and effective access to all of the data in your company. You can not only view the data, but can also evaluate, analyze, and display it.
Integration
IS-U manages data required for evaluating statistics in separate files. You analyze stock statistics, transaction statistics, and sales statistics using the
Logistics Information System (LO-LIS) component, which is integrated with the Open Information Warehouse (CA-OIW) component. This allows you to use the
analysis tools from CA-OIW to evaluate, analyze and present statistics.
You can also use external programs, such as Microsoft Excel , to analyze the statistics. User Exits also allow you to add information from other applications to the
statistics.

1.12 Intercompany Data Exchange
Use
Intercompany Data Exchange (SAP IS-U/IDE) is a solution that covers the requirements that have arisen from the deregulation of energy markets.
Features
The Intercompany Data Exchange Component is primarily comprised of the following parts:
Deregulation data
Deregulation data includes points of delivery, grids, point of delivery services and service providers.
Deregulation functions


1.13 Tools
Purpose
This component contains the following tools:
Print Workbench for printing forms, bills, and letters.
Data Archiving for SAP Utilities
Migration of data from your old system to the Utilities Industry (IS-U) component

Increased Efficiency IS-U/CCS Available Optimization Options
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In August 2002, SAP launched the Efficiency Project IS-U/CCS . The motivation behind this project was a number of customer projects, in which demands were
made for increased efficiency in certain IS-U/CCS mass dialog processes (such as business partner search, business partner identification, move-in, move-out,
move-in/out, change bank details, and billing correction).
SAP analyzed a number of customer projects and determined that improvements needed to be made in many customer projects, and also within functions
supplied by SAP.
Therefore, SAP provided the following packages within the IS-U/CCS Efficiency Project :
Documentation Efficient IS-U/CCS Processes Existing Optimization Possibilities. You are reading this document now. It describes the
optimization possibilities that are available now with SAP IS-U/CCS. We determined, for example, that we were not taking full advantage of all the optimization
possibilities in processes such as move-in, move-out and move-in/out, which are used very regularly. This cookbook provides relevant information and
stresses the importance of placing particular value on efficient processes during all implementation projects.
Documentation: Efficient IS-U/CCS Processes New Developments for Release IS-U/CCS 4.64 and IS-U/CCS 4.71
In July 2003, SAP provided customers with new developments in an AOSP (Add-On Support Package) for release 4.64, and also in September 2003 with
an AOSP for release 4.71 (for example, accelerated move-in/out entry, an express transaction for changing bank data, and an express transaction for
changing budget billing amounts). These new developments are described in the documentation Efficient IS-U/CCS Processes New Developments for
Release IS-U/CCS 4.64 and IS-U/CCS 4.71.
Delivery of new developments, which are only activated in the system if the customer demands them.
Project Reviews for Efficient Processes.
If the demand, and corresponding capacity is sufficient, SAP will also offer project reviews and check the efficiency of mass dialog processes in the
customer projects (such as move-in, move-out, move-in/out, change bank details, change budget billing amount, and billing correction).
This document relates, as explained previously, to the existing optimization potential in IS-U/CCS. This sets out the optimization potential from SAPs side, with
reference to hiding fields, preassignment of fields, and enhancements to the customer overview. A main focus of this cookbook is the section Accelerated Move-In,
Move-Out and Move-In/Out Processing. Our analysis of customer projects and live installations revealed that the optimization potential was also far from being
achieved in this area.

We recommend that, within your company, you implement the hints described in this cookbook. These optimization measures can significantly
improve your processing time.

Increased Efficiency IS-U/CCS New Developments
In 2002, SAP launched the Efficiency Project IS-U/CCS . The idea was conceived of following a number of projects, in which customers expressed the desire to
improve the efficiency of certain IS-U/CCS mass dialog processes (such as Find Business Partner, Identify Business Partner, Move-In, Move-Out, Move-In/Out,
Change Bank Details, Bill Correction).
This document Efficiency Project IS-U/CCS New Developments describes the new developments provided by SAP. These developments were delivered to
customers using an Add-On Support Package (AOSP) for Release 4.64 (AOSP 17) and Release 4.71 (also using an Add-On Support Package).
This document has the same function as the release notes and provides you with the information you need to implement the new developments quickly and
efficiently.
SAP recommends that you implement the optimization measures described in this documentation into your company, as they will allow you to
significantly improve your process times.

1.16 Feedback on Documentation
Dear customer,
SAP for Utilities documentation forms part of the SAP product and is continuously being developed in terms of quality, usability and function scope.
If you want to send us your comments on Utilities documentation, or if you have any questions, you can submit a message under component XX-INT-DOCU-SI.
If you do so, make sure that you specify the current release of your documentation.
Thank you.

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