Master Data & Basic Function
Author Alex.Liu
1 IS-U/CCS Master data & Basic Function...2
1.1 Business feature of the System... 2
1.2 IS-U / CCS Data Model ... 3
1.2.1 The IS-U House ... 3
1.3 Business Scenario ... 4
1.3.1 Creation of technical master data... 5
1.3.2 Creation of Business Master Data... 5
1.3.3 Move-in Process... 5
1.4 Regional Structure ... 5
1.4.1 Postal Regional Structure ... 5
1.4.2 Political Regional Structure... 5
1.4.3 Company Regional Structure... 5
1.4.4 Link between the Regional Structure element ... 6
1.5 Scheduling ... 7
1.5.1 Function ... 7
1.5.2 Purpose ... 7
1.5.3 Element of scheduling ... 8
1.5.4 Process Flow ... 9
1.5.5 FAQ ...11
1.6 Technical Master Data ...11
1.6.1 Service Connection ...12
1.6.2 Premise and Device Location ...14
1.6.3 Installation ...14
1.6.4 FAQ ...14
1.7 Business Master Data...15
1.7.1 Business Partner...15
1.7.2 Contract Account ...15
1.7.3 Contract ...17
1.7.4 Contract Categories ...17
1.8 Move-In...18
1.9 Agent Determination...18
1 IS-U/CCS Master data & Basic Function
ISU/CCS Component is integrated into the SAP Standard System, this means that standard function also exists in IS-U/CCS.
1.1 Business feature of the System
Industry Solution Utility / Customer Care & Service Division
In addition to the most common division, the following can be billed using SD component: Service order, Service contract, sales of goods.
1.2 IS-U / CCS Data Model
1.2.1 The IS-U House
Connection Object, it’s usually a building
Premise: Enclosed spatial unit that is supplied with Gas, waster such as an apartment
or factory. ( , , )
Device Location: Location within a connection object where devices are installed. Installation: for billing purpose, one premise can have several different installations These installations can refer to the same or different divisions.
BP
Contract: Utility Company and BP , ,
Contract Account
Service Connection: Technical interface with the utility company’s grid. ( )
1.3 Business Scenario
1) Integration of the new development area into the existing regional structure. Before they can process move-ins for the new customers, they must first maintain the technical and business master data for the new business partner.
1.3.1 Creation of technical master data Connection Object
Connection Premise Installation Point of Delivery
1.3.2 Creation of Business Master Data Business Partner
Contract Account Contract
1.3.3 Move-in Process
Link technical to business master data
In order to complete the business process “move-in of new customer”, at least One contract account must be allocated to each contract partner (BP),
The contract account may have one or more contracts.
Business master data is linked to the technical data in Move-in processing. Summary:
Master data is divided into business partner data and technical master data.
1.4 Regional Structure
1.4.1 Postal Regional Structure
City ->city strict->street->street section->PO Box 1.4.2 Political Regional Structure
State->Administrative district->country->municipality ( ; )->city district 1.4.3 Company Regional Structure
Management area-> district office ->Branch office
1.4.4 Link between the Regional Structure element
You can organize your service territory according to postal, political and company criteria.
This function is integrated with the standard SAP component Central Address Management.
1.5 Scheduling
Portion: SAP Term explanation
Subject area(s): Portioning and scheduling [IS-U-BF-PS] Group of contracts that are to be billed together.
1.5.1 Function
Meter reading order creation Execution of billing
Determination of budget billing dates
Meter reading order are created in the IS-U/CCS component Device Management (DM), it contains register related data and useful information for themeter reader.
1. BP
You use meter reading order to control how your business partner’s energy consumption is measured.
Once the energy consumption has been measured, the meter reading result are input to system and checked for their plausibility (Validation), you can defined the length of billing period for all contracts assign to a particular portion.
1.5.2 Purpose
Create schedule record at regular interval for 1. Meter reading
2. Billing
3. Budget billing
Schedule record are used to manage specific dates, including meter reading date( ), billing date( ).
To be able to generate schedule records for meter reading and billing, you must have defined the corresponding schedule records. In the meter reading units, you define general data for meter reading (for example define June 25 as the start of the meter reading period). In the portion, you determine the basis for billing scheduling (for example define June 30 as the end of the billing period).
Note: All dates specified in a portion or meter reading unit are displayed in full, that is with a year as Well as the relevant day and month. The day and month displayed still apply the generation of schedule Records, regardless of the year displayed. This means the year does not have any further function in this
Context. In other words, if you create a portion and specify June 30 2003 as the end of the billing period Then June 30 also applies for 2004, 2000, 2001, and so on. To generate schedule records for later periods,
You do not need to change the data in the portion. When you generate schedule records, you always Determine an interval.
1.5.3 Element of scheduling
Portion:
bill Contract group .
Parameter Record: record controlling data, controlling data Budget billing schedule ( schedule record )
Meter Reading Unit:
( , , , ,
MRU, .
Installation grouped together according to region, for purpose of meter reading and device management. The meter reading unit forms the basis of themeter reader’s work list. Schedule master records
(stored in portion or in MRU) are used to generate the Schedule record for billing or meter reading
Parameter record budget billing dates.
1.5.4 Process Flow
1. Create Parameter record 2. Create a Portion
Parameter record portion
PORTION , GROUP ( , )
BP CONTRACT ,
Same billing conditions ( ,
6.30 ).
Portion group together contracts that are to be billed together
Portion , period(Month), it will determine the interval in which the corresponding contract are to be billed, 12 , BILL ,
1 , MRO, BILL .
3. Create Meter Reading Unit portion
meter reader( , , BP ROLE
)
Meter reading order form (printing form format)
4. Create Schedule Record (via Portion or meter reading unit)
portion schedule record( )
meter reading unit schedule record
5. Assign this MRU to anInstallation( Installation ) 6. Create Meter Reading Order(Individual or Mass)
MRU, Contract, Installation
MRO , , ,
, ,
MRO :
Create a BP
Create a connection Object Create a premise
Create an installation (Assign a MRU to it) Create a contract account
Create a device location
Create a device ( : TD-DRA-00)
Device Installation (EG31, Full Installation, Certification)
Move-In ( , Move-In )
7. Display Meter Reading Order
MRO BILLING , MRU MRO
, BILLING MRO.
PRINT .SP01 .
8. Entry of Meter Reading Result
, UPLOAD, BP
, Contract, Installation, .
9. Billing
10. Display Billing Document T-CODE: EA00
1.5.5 FAQ
1. What’s relationship between Portion and MRU? The relationship of Meter Reading Unit and portion
Portion more close to regional (area) .
: Portion_SH
MRU_01 ( )
MRU_02 ( )
2. How to know the tolerance of a MRU?
3. How to correct the result of Meter Reading?
, , .
, . .
Process, correction, block ,
.
4. What’s the next step after meter reading order was created?
Once the energy consumption has been measured, the meter reading result are input to the system, the input data will be checked for the plausibility.(
, technical tolerance
Technical tolerance
1.6 Technical Master Data
( , , ) , Connection
Object STREET.
Before you create a new business partner and corresponding contract accounts and contracts, you enter technical master data in the system,
First, you enter the connection object, which is linked to the regional structure via the address.
Example:
The connection object has two apartments (Premise ), each with one device location. A separated installation is required for each contract concluded in move-in processing.
One electricity installation per apartment for private electricity consumption
One electricity installation for share consumption ( , )
One water installation for shared waster ( , electricity) consumption.
1.6.1 Service Connection
Allocated to connection object via installing or changing the equipment location in functional location
SD, CS, PM are used in Service Connection processing.
1.6.2 Premise and Device Location
1.6.2.1 Premise
Enclosed unit, apartment or factory that is supplied with utility service, It has same address with connection object
Can included several installation to be filled Can have several divisions
1.6.2.2 Technical Installation
1.6.2.3 Device Location
Location is an object where any numbers of devices are installed. Location of Device Location
Location within a connection object
Location details: explanatory text for a location
1.6.3 Installation
An installation groups together the devices, registers, and, if applicable, reference values that belong to the same division and are allocated to the same premise, and that are therefore billed together, such as an on-peak and an off-peak rate meter.
An installation is allocated to one contract only. In exceptional cases (such as an installation under construction or an installation without an owner) an installation is not allocated to a contract.
contract installation
1.6.4 FAQ
1.6.4.1 Installation, Device and Division?
installation contract contract
BT
1.7 Business Master Data
Contract Partner Contract
Contract Accounts
You now need to create contract accounts for the new contract partners. This will enable you to create contracts for different divisions when the contract partner move in.
BP Data Controlling data, such as payment data, these data is stored in the Contract account
1.7.1 Business Partner
Business partner is the central part of IS-U/CCS data model
1.7.2 Contract Account
Contract account combines all contract of one business partner that have the same payment and dunning data.
BP CONTRACT, CONTRACT
.
BP can have several contract accounts
This business partner may haveone contract account for energy consumption as a private individual andone contract account for her company’s energy consumption.
1.7.2.1 Contract Account Category
1.7.2.2 Collective Billing: Invoicing
Collective Billing :
A property management company is to be billed for the waster consumption of all is tenants.
For each apartment, you must create a contract account.
You must also specifycollective bill accountas contract account of the property management company.
And allocate this collective bill account to the contract account of the individual apartment.
:
, ,
, , 2000 ,
, .
, Collective Bill Account.
Contract Account. BP. CBA(Collective
Bill Account) .
:
,
,
1.7.3 Contract
Agreement between the business partner and the utility company. A contract applies to one division.
DIVISION. .
(Gas.waster,electricity)
it contains control data for billing, budget billing plans, and contract accounts Receivable and payable accounting.
, ,
One business partner can have several contract accounts, to which several contracts can be allocated.
The contract contains data for electronic data interchange.
EDI .
BP Contract Account Installation .
Contract Division(Gas, waster, electricity)
1.7.4 Contract Categories
1.7.4.1 IS-U Contracts
Supply contract , , ,
Purchasing contract
Plant consumption contracts
Company consumption contracts, Utility company .
1.7.4.2 SD Contracts
Maintenance contracts1.8 Move-In
Once agent has created the technical master data and the business master data for the new customer, its time to proceed to move-in processing.
This function links the technical data to business master data.
Move-in , T-code: CIC0 (Customer Interaction Center)
, EC50E , CIC0 ,
T-MASTER DATA .
For a business management standpoint, a move-in is when a customer move into an existing installation.
1.9 Agent Determination
Allocate certain tasks to certain agents (Depending on the structure of your company), Describe how the agent determination process works?
Purchase->certification->GR->Installation (Device)
