64344539-New-Releases-in-ISU.ppt

ERP ISU 2005Delta Changes Briefing

SAP AG 2006

Agenda

1111 Executive Summary

2222 New Functionalities Introduction

3333 Efficiency Improvements

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Dynamic Period Control

Simulation Workbench

BW for Utilities

SAP AG 2006

Agenda

8888 Special Billing Functions

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Cash Journal / Cash Desk

Collection Agencies

Business Process Exception Mgmt

Account Balance

Document and Postings

Integration to Credit Management

SAP AG 2006

Executive Summary

Overview This document contains a high level overview of some of the numerous areas of change

between version 4.5.1 and ISU 2005

This document is not intended to be training material

This document is not intended to be the definitive list of everything that has changed in the version, rather it is to highlight applicable areas of change

This document should be read in conjunction with the Release Notes for each Release since 4.5.1, in addition to the new cookbooks that are available for specific functionality

In addition to the functional changes, there have been technology improvements – eg NetWeaver and XI, which will not be discussed in detail in this document

SAP AG 2006

Highlights in IS-U/CCS 4.61

Goods Movement in Inventory Management is more tightly integrated with IS-U during Device Installation, Removal and Replacement

New Authorization Checks for Processing Meter Reading Data Enhancement to customizing for Register Relationships New Field - Reversal Reason - in Billing & Invoicing Reversals Separate Transport for Prices and Discounts New Billing Variants Billing in Advance introduced Proration of Contract-Specific Installation Facts during

Move-In/Move Out New Transaction - Create Collective Bill New Events in Invoicing & FI-CA New Database Tables for Saving IS-U Invoicing Documents –

DBERDL & DBERDLB Print Document number assignment (Number Range – ISU-ERDK

separate from FI-CA Posting Document (Number Range FKK_BELEG)

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Synchronization of Due Dates Changes to Recipient Control in Correspondence Conversion of Tables for Internal Main and Sub Transactions New Dunning Activity for Requests for Cash Security Deposit Payments for Other Utilities via Payment at Cash Desk Account Balance Display improvements New BAPI’s for FI-CA Changes to Interest Calculation Improvements to Mass Activities Processing Improvements to Payment & Returns Processing Changes to Posting and Documents New Function for Transferring Posting Items Customer Interaction Center Enhancement of Notification / Order Display in Customer Overview Improvements in Move In/ Move Out & Move In/Out Reversal

Processing

SAP AG 2006


Introduction of the Point of Delivery object Energy Data Management Area was first established Device Info Records were first used Dynamic Period Control was added to schema in billing Rounding rules are incorporated in invoicing Business Partner Segmentation Work Management Area was restructured Several enhancements in the Intercompany Data Exchange area Changes to Cheque Management and Payment Processing Changes to Correspondence A number of new events were introduced within FI-CA where

companies can determine company specify rules New FI-CA Reports Master Data Template and Master Data Generator Customer Interaction Center

SAP AG 2006


Introduction of User Defined Weighting Further enhancements in the EDM and IDE areas Concession Card Functionality Business Warehouse for Utilities Real Time Pricing Analysis & Calculation Workbench in EDM Additional Authorization for the Rate Structures Procedure for Unbilled Revenue Reporting and Mass Simulations More New and Changed Events in FI-CA Extraction of Open Items for Business Warehouse Contact History in Customer Interaction Center Integration with Customer Relationship Management System (CRM

3.0) Device Overview in Monitoring Transfer Posting to Contract Account without contract Archiving Changes

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Multiple usage of same serial number for device category Automatic number allocation when creating device info records Assessing for control meter and interim meter readings Parallel processing of meter reading by customer and periodic

replacement list Enhancements of settlement workbench in EDM New Option for no storage of estimated meter reading results in

dynamic period control Parallel processing of load historical consumption into BW Appointment scheduling for service orders Monitoring and controlling of data exchange tasks New transaction for grid (previous customizing) Sample process for change of supplier (distribution side) Service Provider transaction Monitoring mass runs (meter reading, billing and invoicing)

SAP AG 2006


Generation of Interim Billing for an Installation at Move-In Generation of Interim Billing for Device Replacement Extrapolation of Devices Allocated to Multiple Installations Onsite billing - Billing a customer directly at the meter reading CRM Integration of Multiple Contract Billing New Procedure: Operand Access for Customer Data Completeness Check for a Collective Bill Reversal Procedure in Collective Bill New Methods for Invoicing & FI-CA Account balance display FI-CA Authorization Objects FI-CA workflow Processing of incoming payments through external paying agents Change appointment scheduling for service orders Migration of Disconnection Documents to IS-U

SAP AG 2006


IC Web client enabled call center processes (based on CRM 4.0 Industry Add-on)

Management of Daily Profiles in SAP EDM

Utility Customer E-Services (based on Biller Direct)

Business Process Exception Management

Operative Performance Management (based on KPI analytics)

Additional industry specific BW content (EDM)

Optimized Management of Deregulation Processes

Enhanced Sales Processes for Residential Customers

Enhanced Sales Processes for C&I customers

New Budget Billing Procedure (payment scheme)

Billing Simulation Workbench

SAP AG 2006

Highlights in IS-U 2005

Creation of Security Deposit via Master Data Generator

DIMa (Data Integrity Manager) for Contracts and Technical Objects (Check/Comparison of data in IS-U & CRM database)

Usability improvements for people centric user interface, including Key Account Manager portal

Alerts and Email Response Management System

Easy Bill Correction Framework

Archiving of Installation facts

Cash Desk & Cash Journal Improvements

Enhancements in communication with Collection Agencies

Dunning: Integration with SAP Dispute Management

Reversal and Returns on Archived Items

Adjustments: Separate Revenue Account

Integration with SAP Credit Management

Enhancements in Returns Processing

SAP AG 2006

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New Functionalities – Overview

Key Changes General Areas that could assist:-

Customer Interaction Center / CRM Interaction Center

Business Process Exception Management

Business Warehouse for Reporting

Installation Groups for Master Sub Relationships

Dynamic Period Control for backbilling

Parallel Processing option for many batch processes

The many improvements within the FI-CA area

The look and feel of the screens has been improved

SAP AG 2006

New Functionalities – Customer Service

Key Changes Customer Interaction Center

Customer Interaction Center is an improved layout over EC20 Front Office

Layout switching – navigation and application areas can be expanded to full screen

Business Partner Hit List

More methods for Front Office Processes

CRM Interaction Center – Two formats – WinClient and the new WebClient

Master Data Generator Templates

Accelerated Move In / Move out Transactions

New Maintain Bank Data transaction – FPP4

Fact Sheets

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Accelerated Move In New Accelerated Move In screen

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Create/ Change / Maintain Bank Data New Maintain Bank Data Transaction

SAP AG 2006

New Functionalities – Master Data

Installation Industry Field has been separated into 2 fields – Industry and Industry System

Installation Groups for mapping of 2 Tier Master / Sub Meters

Point of Delivery – used for Energy Data Management – For Deregulated Environments

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Installation groups – Set Up

DisplayInstallation

Group

Sub-meter 1 Sub-meter 2

Master meter

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Improved Billing View of Installation Displays information on the rates and rate types used,

Displays billing orders, meter reading information, billing documents and print documents

Details on Dynamic Period Control status

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Ability to attach Documents to Master Data Items

The system gives you the possibility to attach documents to Master Data Items

For example, you could attach the signed contract from the customer

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Business Partner Different Roles of the Business Partner can be displayed

Address Independent Communication

Storage of Payment Card Details, in addition to Bank Details

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Contract Account Leading Company Code replaced by Company Code Group combined with Standard

Company Code. This means that a company code no longer has to be allocated to only one leading company code. This has mainly been done due to deregulated environment requirements.

Benefits are:

Can organize payment transactions more flexibly

Reconcile postings more simply through payment processing.

SAP AG 2006

New Functionalities – Device Management

Key Changes Separation of Device Management from Billing

Device Info Records

ALV List for Implausible Meter Reading Results

Period Consumption stored at Meter Installation rather than in the rates

Installation Groups (as mentioned in Master Data)

Improved Search Help for Materials, IS-U Devices with only Technical Installation

Authorization Checks for Meter Reading Results and Orders

Businesss Process Exception Management (BPEM) can be utilized for Implausible Meter Readings

Device Overview

Previous Meter Reading displayed on Meter Reading Entry Screen

SAP AG 2006

New Functionalities – Billing and Invoicing

Key Changes Dynamic Period Control

Bill Correction Transaction


Archiving of Installation Facts now available

Authorisation Checks for Billing Master Data

Document Line Item Data Retention (change to 4 tables for billing line items)

Deletion of irrelevant billing document lines

Changes to the Price key screen, including a number range introduced for Price Keys

Selective Rate Transport

Device Management and Billing separated

SAP AG 2006

New Functionalities – Billing and Invoicing

Key Changes Changes in Reversals

Reversal Reasons

Automatic correction of Reversal posting dates for Closed Posting Periods

Can reverse individual child bills of a collective account without reversing the entire Collective Bill

Automatic Partial Reset of Payment during billing reversal without impact on other cleared items

Due Date Synchronization

Individually define fee for overdue items

Display missing documents for a mandatory group in application logs – ie if you have the electricity & water billing document and you are missing the gas billing document

Invoices can be sent using EDI (Electronic Data Interface)

Outsorting Improvements

List View Layout – easily downloaded to Excel

Can Select & Release Multiple Outsorting Items at one time

Print preview of Print document from the outsorting list

SAP AG 2006

Billing and Invoicing – Outsorting

Billing Outsorting Able to select multiple items to Release / Reverse / Rebill

Invoicing Outsorting Shows Amount and Deviation on the screen without the need to drill down

SAP AG 2006

New Functionalities – FI-CA

Key Changes Account Balance Improvements

Collection Agency Improvements

Documents and Posting Improvements

Payment / Returns Processing Improvements

Parameters used for the name of the payment/returns lots

Cash Journal and Cash Desk improvements

Introduction of Payment by Credit Card

User Interface of the Clarification Worklist has been overhauled

Payment Order Concept (for Direct Debit)

Find Payment Transaction

Parallel Processing for Mass Activities

Set / Delete Processing Locks

Ability to extract open & cleared items, Collection Items and Installment Plans into Business Warehouse for reporting

SAP AG 2006


Event Concept for Customer Specific Functionality Customer-specific Enhancements within Invoicing and FI-CA are controlled through the

Events Concept – there has been a significant number of Events added since 4.51

These are assessible in the system via FQEVENTS

They are listed on the Release Summary Spreadsheet

Pure numbers are generic to all industries, events starting with R are specific to Utilities

When defining any developments for this area, you will need to identify the appropriate Event within the program flow to add your changes.

An Event is a key that represents an event in a business process for which application-specific or customer-specific function modules can be called up.

The Events contain function module samples that contain the data structures that are available for use at the time of processing this event. You define the name of a function module that you have programmed for an event predefined by SAP. You can use the function module to intervene in the flow of the standard programs and to include your own processing. The function modules are run when the event is reached within the program

There are two categories of events:

Events for which a standard process can be replaced by an industry-specific or customer-specific process

Events for which the standard process can be extended by using one or more industry-specific or customer-specific activities

SAP AG 2006


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Efficiency Improvement – Usability Project

What is the Efficiency Improvement – Usability Project ? Around the 2002 / 2003 timeframe, the Efficiency Improvement Usability Project was initiated

and developed to help organisations improve the efficiency of their business processes

Note: Some of the items outlined here have been subsequently further enhanced and optimized

The Past Many customers have gone live in the last few years Transition of IS-U projects from the implementation phase Go Live Process

Optimization In many projects, less emphasis was placed on optimizing processes. Other points,

such as invoicing, took priority

Future Trends Hype about the Internet has blown over Focus is now on fundamentals (for example,

the reduction of process costs) Process optimization is becoming increasingly important Customers are enquiring about optimizing specific processes. For example:

Move-in and move-out processing Account balance display Changing bank data Optimization for small and medium-sized utility companies ....

SAP AG 2006

IS-U Efficiency Project: The Way to Increased Efficiency

Focus on Top Dialog Processes IS-U/CCS, including FI-CA (not: IS-U/EDM, CRM,

Portal, BW)

End user-relevant processes

Regular processes

Improvements to help customers

Handling advantages

How is it done? Within the product (not a project)

Cookbook Available

Software Solution also available for 4.64Cookbook Available

SAP AG 2006

Objectives of the IS-U Efficiency Project

Total Project New, process-oriented transactions (“express

functions”)

Improvements in existing transactions

Customizing templates

Documentation

Service team

Power user community

SAP AG 2006

Top n Dialog Processes

Move-in, move-out, move-in / out

Customer overview (inc. meter readings, consumption., acct. balance)

Account balance display

Invoicing complaints / corrections

Changes to meter reading results / correction transaction

Rate change (incl. meter reading, per.consumption, print)

Budget billing change (incl. meter reading, per.consumption, print)

Bank data change

New contract (supplier)

Meter reading to cash

Disconnection / reconnection

Master data change (correct incorrect master data)

CIC navigation (framework for all aforementioned processes)

SAP AG 2006

IS-U Efficiency Project + Improvements for Medium-sized Enterprises

Move-in, move-out, move-in/out

Customer overview (incl. acct. balance, meter reading results, consumption)

Account balance display

Invoicing complaint / correction

Change to meter reading result / correction transaction

Rate change (incl. meter reading, per. consumption, print)

Budget billing change (incl. meter reading, per.consumption, print)

Bank data change

New contract (supplier)

Meter reading to cash

Disconnection / reconnection

Master data change (correct incorrect master data – for example, reassign)

CIC navigation (framework for all aforementioned processes)

Improve Efficiency of Top n Dialog Processes

Total Project

Fulfill Requirements of

Medium-sized EnterprisesReduce fields in all IS-U master data

Transport billing master data

Sort according to meter reading route (invoices, orders)

Reporting – standard reporting / monitoring

Move-in, move-out, move-in / out – reduce fields

Change bank data – reduce screens

Standard budget billing amount

Reverse of collection bills

Outsort EA05 – call print document simulation

Mass print disconnection documents

Reassign technical objects

Optimize meter reading fast entry

Optimize account balance

Improve function for resetting returns locks

Settlement control

SAP AG 2006

Move-in, Move-out, Move-in/out

Findings: Business transaction was often initially noted

on paper

Too much navigation

Too few pre-assigned fields

No hidden fields / tabs

Optimization potential was far from achieved

Enhancements: Documentation “IS-U Efficiency Project”, with

chapter “Move-in, Move-out, Move-in/out” Comprehensive description of all optimization possibilities

New express transaction: “fast entry move-in/out”

SAP AG 2006

Optimize Move-in, Move-out, Move-in/out

Optimization project carried out at an energy supplier

As-is analysis of business process: Discuss requirements

Reduce fields

Reduce tabs

Pre-assign fields

Keep entries and displays to an absolute minimum

Realization of Optimizations in system (only customizing + user-exit): Field reduction – SFAW/SFAC, BUPT/CAWM – external applications

Reduce tabs – layout

Pre-assign fields – user-exit / sample move-in document

Rollout to end-user

Review with SAP, regarding results following execution in Call-Centre / Back Office

SAP AG 2006

Optimize Move-in – Example

SAP AG 2006

Customer Overview

Findings: SAP standard hard to define

Many varying requests

Customer overview was not used by all customers (data environment, on the other hand, was used very regularly)

Some customers have developed their own form of customer overview

The SAP enhancement concept was not used

Meter reading results, consumption, and account balance information are fundamental “objects” for a customer overview

Enhancements: Documentation “IS-U Efficiency Project”, including the

chapter “Customer Overview” Description of enhancement possibilities for customer overview

Enhancement of meter reading results, consumption, and account balance information within customer overview

SAP AG 2006

Account Balance Display

Findings: Sometimes difficult to read

Print document contains too many document lines / clearing documents

Problems in accounts with many reversals

Enhancements: Documentation “IS-U Efficiency Project”, including

the chapter “Account Balance Display" Description of different exits to account balance display

Ability to aggregate invoice documents

Further improvements:Future budget billing amounts can be hiddenBudget billing amounts, which have already been billed

for, can be hiddenAbility to go directly to invoicing form ....

SAP AG 2006

Bank Data Change

Findings: Customers use the standard front office process

Demand for a one-screen transaction, because too many objects are involved:

Business partnerContract accountCustomer contact

Enhancements: New express transaction: “Bank Data Change”

One-screen:Entry of bank detailsSelection (incl. proposal) of contract account to be

changedContact to customer

SAP AG 2006

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SAP AG 2006

CRM for Utilities

What CRM Is

SAP AG 2006

CRM for Utilities

Customer Centric Utilities Lifecycle

Sales

Marketing

Service

Financials

CRM For A Utility

CRM For A Utility

Invoicing

Billing Calculation

Sales ManagementResidential,

Commercial & Industrialcustomers

Installation Services

Meter Reading

Campaign Management for

Utilities Lead ManagementRevenue

Management

SAP AG 2006

CRM for Utilities

BDOC

MiddlewareServer

Data modelSAP IS-U

Plug-

in

SAP IS-U

BDOC

SAP CRMComponents

● Billing● Invoicing● Technical Objects● FI-CA● IDE ● EDM

Replication

Direct Access (RFC)

● Customer Overview / Environment

● IS-U Objects for CIC● Transaction Calls using

Action Box

Cross-System Customer Fact Sheet

Data modelSAP CRM

BDOC

Data modelSAP CRM

● Business Partner● Business Partner Agreements /

Contract Accounts● Contracts● Technical Objects● SAP IS-U Contacts / SAP CRM Activities

● Call Center● Internet Sales● Quotations● Campaigns● Activities● …

SAP AG 2006

CRM for Utilities

Key Highlights New User Interface for Utility Contracts

New Locator for Data Environment View

Layout Switch for Navigator Area

New Fact Sheet – Partner Overview

Improvements in Business Parter Search

Permanent Hit List after Business Partner Search

Search String

Data Integrity Management (DIMa) Support for Utility Specific Business Objects

SAP AG 2006

People Centric CRM – IC Webclient for Utilities

The Interaction Center offers two parallel user interfaces working against the same business engine.

Our ProvenInteraction Center

WinClient

Our NewInteraction Center

WebClient for Utilities

SAP AG 2006

IC WinClient – Look & Feel

Soft-phone telephony controlsANI, DNIS, call state

Bus. Partner quick-search

Broadcast Messaging /

Reminder ScriptingAction Box

Navigation Area: Interaction History displayInteraction record info

Bus. Partner Fact Sheet

Business Transaction

Interactive Scripting

E-mail integration

Interactive Intelligent Agent

IC Manager Workplace

SAP AG 2006

IC WebClient – Look & Feel

Scratch Pad

Account Info

Title Bar

Navigation Bar

Workspace

Broadcast Messages

Toolbar

Context Area

SAP AG 2006

Interaction Center Web Client for Utilities

80% Routine “Mass” Business 20% Exceptional CasesUI Paradigm Shift

Move-In

Call CenterAgent

One-Screen, IC WebClient Processes

Call CenterAgent

Invoicing Down Payment

Service Connection

Create Activity

FOPs, Workflows, Guided Procedures

SAP AG 2006

IC WebClient Example: Move Out of business partner

Sample Process Identification of Business Partner

Identification of Move Out Premise and Contract Account for the Premise

Start the Overview for Business Partner

Start the Overview for Contract Account

Start the Move Out Process

Maintain Activity

SAP AG 2006

Identification of Account and Premise

SAP AG 2006

Account Overview

SAP AG 2006

Move Out

SAP AG 2006

Maintain Activity

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BW for Utilities

SAP Business Warehouse offers: Integration of Information from Various Sources

Easy-to-Use

Excel, Web Reporting

Flexible Drilldown Reporting

Quick to Create Ad-Hoc Analyses

Role-Based and Personalized

Integrated Planning, Simulation (BPS)

Eases the Load on Transactional Systems

Preconfigured Content from SAP Systems

From Data Retrieval

To Predefined Standard Reports

SAP AG 2006

SAP BW: Open Business Intelligence Platform

Extractors File XML UD-Connect DB-Connect

Access to Information and BI-Services

BI Plattform

Data Extraction

BW BEX WEB Analytics SEM 3rd party

SAP Appl. Files Web Appl. Non-SAP Applications

Met

a D

ata

Rep

osi

tory

Administrator Workbench

BAPIBAPI

DataSources

User‘sPerspective

Standard ContentStandard Content

Individual and Standard Analysis

Individual and Standard Analysis

BI- Business ContentBI- Business ContentIS - UtilitiesIS - Utilities

Queries

InfoCubes

Operational Data Store

Staging

SAP AG 2006

BW Analytics

OLAP functionality / navigation Drilldown down / across Filter Authorization concept Exceptions and Conditions Ad Hoc analysis ...

OLAP functionality / navigation Drilldown down / across Filter Authorization concept Exceptions and Conditions Ad Hoc analysis ...

SAP AG 2006

BW Analytics

SAP AG 2006

SAP Delivers Content for Utilities …

IS Utilities

Analysis of Enery Data Management (EDM) Data

Campaign Management

Quotation Planning & Controlling

Analysis of Device Master Data

Meter Reading Data Analysis

Analysis of Installation Facts

Analysis of Open Items

Analysis of Cleared Items

Analysis of Installment Plans

Analysis of Collection Agency Information

Analysis of BPEM Processes

Analysis of Transaction Statistics

Analysis of SalesStatistics

Analysis of Stock Statistics

Analysis of Disconnection / Reconnections

Analysis of Business Master Data

Analysis of Customer Services Processes

Analysis of Billing Processes

SAP AG 2006

SAP BW Business Content for Utilities

Roles

Reporting Areas with over 68 reports

Utilities: IS-U System Administrator

Utilities: Manager for Billing & Invoicing

Utilities: Manager for Customer Service

Utilities: Manager for Meter Reading

Stock Statistics

Energy Data Management

Marketing

Process Management

Sales & Sales Master Data (CRM)

Utilities Master Data

Sales Statistics & Transaction Statistics

SAP AG 2006

SAP BW Business Content for Utilities

47 InfoCubes for the following scenarios

Reporting Infrastructure Supported by

Campaign Management

Sales Statistics

Energy Data Management

Process Management

Transaction Statistics

Master Data

43 Operational DataStores & Infosets

InfoObjects ~350 Characteristics and Key Figures

Data Extraction: Programs for Extraction SAP IS – Utilities Transactions

Programs for Extraction SAP IS - Utilities Master Data

SAP AG 2006

Exception Reporting

Business Explorer Medical ControllerCockpit

ExceptionException Warning

Warning

Knowledge Warehouse

Knowledge Warehouse

Enterprise Portals

WarningWarning

SAPSAP

PatientPatient

Management

ManagementSAPSAP

PatientPatient

Management

Management

SAP BW Reporting

Agent

SAP BW Reporting

AgentWorkflow

E-Mail

Mobile

mySAPmySAP

FIFI

mySAPmySAP

HRHR......

mySAPmySAP

FIFI

mySAPmySAP

HRHR......

SAP AG 2006

SAP for Utilities Analytics xApps

SAP for Utilities Analytics xAppsPrevious versions of SAP for Utilities have already been enhanced with functions that provide high quality data from internal and external sources to allow business users to:

Enabling companies to answer crucial questions:

How much do I spend, on which business processes, with which resources and authorized by whom?

Monitor KPIs

Visualize process efficiency

Compare user productivity

Evaluate payment behavior

SAP AG 2006

BW for Utilities

Business Benefits

IT Benefits

To understanding, what has happened, what is happening, what will happen and why

Inform key stakeholders, in a timely manner

Drives alignment throughout the organization (and beyond)

Discover new business opportunities

Resolve or mitigate existing business challenges

Alignment of strategy versus execution, along key metrics

Improvement in business people productivity

Central deployment and control

Central dissemination and monitoring simplifies control

Role-based security and personalization

Empowered end-users reduce burden on IT departments

‘Single version of truth’ extends from reporting to query and analysis

Full integration of tool set reduces administration efforts

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SAP AG 2006


What is it? Dynamic Period Control provides the ability to manage any number of billing and correction

periods. Billing documents are generated based on estimated readings. Entering an actual meter reading, at any time, triggers the dynamic backbilling back to the last actual meter reading result.

Dynamic Period Control enables the correction of past billing periods WITHOUT reversing the old billing documents

This allows only the applicable items that have been marked for backbilling to be corrected

Consumption based charges

But not fixed charges

In the backbilling period, those lines within the original billing documents that have been marked for backbilling get reversed, with reference to the original billing document, and the new calculations are performed, based on the actual results. The new calculations could result in higher or lower charges

All pro-rations (eg price changes, statistics) are made using the actual results

The credits and the corrections all appear within the one Billing Document

As the period between the Real Reads is not defined, this allows greater flexibility than the other backbilling mechanisms. This period can be greater than 1 year.

SAP AG 2006


Scenario Water Consumption charged based on Block Charges

Price below (per m3) with a Price Change on 15th March

Move In Date – 1st January with a Actual Read (0)

Bill 1 – 31st January, based on Estimated Read (84.932) (Actual/Real -----Estimate)

Bill 2 – 28th February, based on Estimated Read (161.645) (Estimate---------Estimate)

Bill 3 – 31st March, based on Estimated Read (246.577) with the price change within this period (Estimate--------Estimate)

Bill 4 – 30th April, based on Actual Read (200) and triggers the backbilling

(Estimate--------Actual/Real)

The Actual Read is lower than the previous estimate read in this example

The system is flexible to allow different processing options – we will be showing 2 of those options with the different results

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SAP AG 2006


Delta Changes Simulations have been enhanced by the introduction of a Simulation Workbench (EASIM)

Simulation Workbench allows you to compare the results against different rate categories to see the difference in the results, based on the same meter reading results

SAP AG 2006


Single Simulation

Comparison of Products /

Best Rate Billing /Comparison with

Competitor

What if Analysis ? Internet Self Service

Offer /Fictitious Contracts

Mass Simulation

Comparison of Products /

Best Rate Billing

What if Analysis?Integration in

PortfolioManagement /

Planning / Forecast

Reporting forauthority/ regulator

regardingrate changes

SAP AG 2006

Agenda


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Special Billing Functions – Overview

Key Changes Bill Correction Screen

All-in-one screen for bill corrections including the correction of Meter Reading Information

Installation Group / Serial Switching

New method for mapping Serial Switching for large scale serial switching relationships

No longer have to install devices in both primary (master) and secondary (subs) installations

No longer have to take Meter Readings from devices in the primary and secondary meters on the same day – you can specify deviation intervals

Having said that, where possible, the date should be the same or as close as possible

Can use the framework to distribute calculated consumption value amongst the installations

There are 2 cookbooks for this area

Different options for Serial Switching

Installation Groups Configuration, Functions and Features

SAP AG 2006

Special Billing Functions – Bill Correction

Delta Changes Enables correction on bills and meter reading on a single screen

SAP AG 2006

Installation Groups

What is it? Installation Groups are an alternative mechanism for serial switching scenarios, instead of

register relationships

No longer need to install the devices in both the master level and submeter level

Scheduling - with Installation Groups need to consider the order of Billing

For Consumption Relevant, must bill the submeters prior to the master meter

For Distribution Relevant, the opposite needs to be done

Outsorting Method for the Master Meter

Outsorting Group SUBINSTDOC outsorts the Master Meter if any of the Submeters have been outsorted

This is only applicable if the submeters have outsorting checks at the Billing Level

Some billing methods are not supported for Installation Groups – eg Budget Billing and some forms of simulation and dynamic scheduling is not recommended for Installation Groups

Additional features in Reversals

Option to set No Documents from an Installation Group

Option to set Only Documents from an Installation Group

Option to have no restriction

SAP AG 2006

Special Billing Functions – Installation Groups

Types of data exchanges There are two types of data exchanges

Consumption relevant (CR) were the secondary installations will send consumption details to the primary installation and

Distribution relevant (DR) were the primary installation will distribute the consumption to the secondary installation.

Primary Secondary

Consumption Relevant

60 kWh

30 kWh

40 kWh

160 kWh

130 kWh

30 kWh

Primary Secondary

Distribution Relevant

60 kWh

30 kWh

40 kWh

160 kWh

130 kWh

30 kWh

10 kWh

10 kWh

10 kWh

SAP AG 2006

Installation groups – Set Up

DisplayInstallation

Group

Sub-meter 1 Sub-meter 2

Master meter

SAP AG 2006

Agenda


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SAP AG 2006

Why is BPEM needed? What do organizations need?

Organizations require a tool that will allow them to analyze and manage everyday business processes to ensure that processes are conducted smoothly and in a timely manner

Reports that define all the business processes that haven't successfully completed(i.e. determine how many, how long and which are the business processes)

Reports that define why the business processes haven't completed successfully(i.e to determine the source of the problem)

Ability to distribute errors/validations to the departments and/or representatives by preset parameters

Monitor the progress of business processes (i.e. the increase and decrease of errors, how long to correct)

SAP AG 2006

What is BPEM?

Business Goal and Objectives

Improve & smooth the business processes

Reduce the operating cost and increase efficiency

Reduce administration overhead

Reduce the error rate

Centralized monitoring of conducted business processes

Centralized monitoring of error handling, increase accountability

Improved the resolution of identified problems by automatic solution processes

SAP AG 2006

What is BPEM?

Overview

Industry independent solution

Non-modifying standalone solution: can be implemented together with any SAP module

Analyze application messages of any business process

Analyze and monitor executed business processes in SAP

Data reduction for huge logs by removal of irrelevant messages

Analyzed data stored as extracts

Instant access to the information

Direct navigation from message to business object embedded as variable

Automatic or manual creation of cases for problems

Assignment of cases to a user group based on role resolution

Measure the performance of executed business processes in BW

SAP AG 2006

What is BPEM?

Monitoring tool

Identification and grouping of messages by the relevant business objects processed

Analysis of any T100 like messages (e.g. Application log, background job log, IDOC or WORKFLOW messages, etc. )

Merging of logically connected logs of separate processes e.g. application logs of a parallel jobs of mass activities

An alternative to BASIS tool SLG1 to view application log

Provide easiness in monitoring, analyzing and accessing information

Monitor run status of executed business processes

Monitor the history of executed business object

Statistical analysis of messages and business objects processed

Objects that are in error and warning status

Objects that were successfully processed

Number of objects processed

SAP AG 2006

What is BPEM?

Managing tool

Provides the ability to distribute problems to group of users or individual by creating clarification cases

Provides the ability to monitor and manage cases via list

Prioritization of clarification cases based on customizing and business obejct attributes

Customizable automatic and semi-automatic solutions for the resolution of cases

Separate case worklist views for staff and management

BAPIs and BAdIs for flexible processing and enhancement

Attach customer defined fields

SAP AG 2006

What is BPEM?

Process management / analysis tool

Analyses across business processes

Role specific cockpit for the most important analyses

Integration of pre and post processing steps

Integration of NetWeaver components

SAP AG 2006

Case

Case Case is the key object in BPEM that will allow organizations to distribute and manage

validations/errors in their system.

SAP AG 2006

BPEM Functions

Monitoring Application Logs BPEM transaction provides the ability to easily monitor batch and non batch jobs (i.e.

transactions).

BPEM provides statistical information to analyze the details and drill down to the customer details.

Statistical details on the job numbers (i.e batch jobs)

Drill down to the actual error messages, that explains why the object failed processing.

Drill down to the actual object to view the data to assist in the analysis.

SAP AG 2006

BPEM Functions

Creating cases

Cases can be created manually by users

BAPI

Case creation

Cases can be created automatically via the application

logs (i.e. batch jobs)

Cases can be created automatically via user exit,

programs, workflow, or events

Manual

Application log

Development (e.g. user exit, workflow, event)

SAP AG 2006

BPEM Functions

Distributing Cases Processor rule is used to determine how cases are distributed to users

or groups

When configuring the case category a Processor rule needs to be assigned (Transaction PFAC)

When configuring Processor rule, you define the object in the container, the value of the object and the agent ID

Object: MRU

Value : MRU01

Agent ID: SALLAUDE

When case is created table EMMA_CACTOR is updated with the Agent ID that the case has been assigned to.

SAP AG 2006

Agenda


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Collection Agencies


Account Balance



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Account Balance

Key Changes Hide or Display Reversed Documents

Restrict the timeframe of information displayed

Context Menu when right clicking on Items within the Account Balance Screen allows you to branch directly to other areas

Ability to Display Print Documents

Menu Options under the Environment Menu allow you to branch directly to other areas

Branch to Mass Chage

Branch to Display Security Deposits

Branch to Installment Plans

Branch to Display and Change Business Master Data

Summary at the top of the screen, possible through an event

Fields for Date of Entry and Time of Entry are now available

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Account Balance

Context Menu Upon right clicking on an data item within the Account Balance, a menu can be displayed

This menu can be customised using Events 1247 and Events 1248 to add / remove items

SAP AG 2006

Account Balance

Environment Menu The Environment Menu now allows you to branch to many other transactions from the

Account Balance Screen

SAP AG 2006

Account Balance

Settings Menu The Settings Menu allows you to turn on or off the display of Reversed Documents, and Zero

Clearing

The Settings Menu allows you to display a limited timeframe of data using the Period Option

SAP AG 2006

Account Balance

List Viewer on the Settings Menu The List Viewer is more like an Excel grid to display the information

The List Viewer can be easily downloaded to Excel if required, using the List > Save File option, if required

You can rearrange the fields and save your preferred format as a Display Variant

SAP AG 2006

Agenda


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10101010

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13131313

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Collection Agencies


Account Balance



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Cash Journal and Cash Desk

Key Changes Cash Journal is used to reflect the cash structure of your company – you can define individual

branches with their cash desks

Cash Journal automatically creates corresponding payment lots depending on the payment category

Posting Deposits, Differences and Withdrawals (for the cash float)

Cash Desk Closing – Totals of deposits and Withdrawals are displayed

Cash Journal Overview displays the closing carried out across all cash desks and branches

Cash Desk Layout is improved in ISU-2005 and you can process payments with multiple payment formats

Barcode Scanner can be utilised within the cash journal/cash desk – using Event 6050

Payments for Other Utilities via Payments at Cash Desk now available

SAP AG 2006


Cash Journal The Cash Journal enables you to model your branch and cash desk

The Cash Journal enables the user to verify the Cash Balance, Post Deposit, Post Differences and Post Withdrawals from the Cash Desk, ie to maintain the float of the cash desk

The Cash Journal enables Closing of the Cash Desk

SAP AG 2006


Cash Desk The Cash Desk is where the customer payments are received, with Bar Code Processing

SAP AG 2006

Agenda


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Collection Agencies


Account Balance



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Key Changes Parallel Number Ranges for Individual Postings

New Tables for Internal Main and Sub Transactions that now contains application area

Clearing Locks can be defined in the Line Item

Changes in Posting Areas

Document Display now utilises tab pages to display data

Changes to Reset Clearing

Classification Key as a new characteristic

Enhanced Account Maintenance

Segment Determination for Utilities

Transfer posting in Account Maintenance

Requests and Standing Requests

SAP AG 2006

Agenda


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10101010

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13131313

14141414

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Collection Agencies


Account Balance



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Collection Agencies

Key Changes History of Collection Items

Ability to Recall Items sent to Collection Agency

Transfer Items sent to 1 Collection Agency to a different Collection Agency

Forward Additional Information to Collection Agencies

Mass Activities for Submission of Items to Collection Agencies

Derive Rules for determination of the Collection Agency Responsible

SAP AG 2006

Agenda


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10101010

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13131313

14141414

12121212


Collection Agencies


Account Balance



SAP AG 2006


Features The system landscapes of Utilities companies are getting more heterogeneous. The Sales

System, Financial System and additional system such as CRM usually run on different systems.

There is the need for a global view of relevant information on the credit-worthiness of a customer. This global view would be used to decide whether it is worth doing business with this customer in the future.

A Central Credit Management system is required to store all information on credit-worthiness and to check the existing credit limit of a customer in all relevant systems.

The integration of SAP FI-CA with SAP Credit Management offers functionality for the central management of all credit-worthiness-related activities with customers. Seamless integration of the central SAP Credit Management with the SAP FI-CA sub-ledger enables credit-worthiness evaluation (whereby the FI-CA internal credit-worthiness still plays a decisive role), credit limit checks, decision support based on payment and dunning history and strategic credit analyses.

New Transactions

FPCM1 – Replicate Credit Data

FPCM2 – Replicate Creditworthiness

SAP AG 2006


Processes Integration of SAP Credit Management and SAP FI-CA takes account of the high data

volumes managed by utilities companies in the following processes:

Determination of the credit-worthiness of new customers via external information providers and/or internal black lists

Integration of credit liability from SAP FI-CA with the Credit Management Server for credit limit checks:

Online checks for sales orders with high order volumes and permanent credit limit checks to evaluate customers who have exceeded their credit limit in a special mass activity

Provision of concentrated Financials (FI)-relevant information (credit vector) from SAP FI-CA to the Credit Management Server in a mass activity

Synchronization or adoption of a customer’s internal SAP FI-CA credit-worthiness with the central SAP Credit Management credit-worthiness by a mass activity with the choice of replicating only changed values or all values

Connection of SD orders and invoices to the Credit Management Server for credit limit checks and liability updates

Allocation of the credit information vector from SAP FI-CA to SAP BW for credit risk analyses

SAP AG 2006

Credit Management Overview

Credit Limit Management & Control

Credit Information

Credit Rules Engine

Credit Decision Support

SAP AG 2006


Credit Limit Management & Control

Credit limit master data

Close integration with SAP Business Partners

Calculation of open & used credit line

Online / offline credit limit check

Credit limit hierarchies

Consolidation of open items from different systems (CRM, Sales, Logistic Execution, FI)

SAP AG 2006


Credit Decision Support

Customer fact sheet with all credit-relevant customer data and key figures

Credit history analysis

Payment history analysis

Analysis of customer balance & sales figures

DSO (Days Sales Outstanding) analysis

Credit limit warning

Release of blocked orders

SAP AG 2006


Credit Information

Interfaces to 3rd party credit information provider (e.g. D&B...)

Check creditworthiness of new customers by using external credit ratings

Collect credit data by analyzing internal customer data

Ext./int. credit information available to all users of SAP Business Partner

Monitoring of credit data validity, automatic update of credit data

SAP AG 2006


Credit Rules Engine

Dynamic generation of credit limits by customer profile

Derivation of credit limits from int./ext. credit information using predefined formulas

Workflow-supported credit approval process

Automatic credit decisions using predefined credit rules (accept, reject, blacklist / white list, VIP customer)

Automatic dispatch of credit applications to the responsible credit manager

SAP AG 2006

Questions

Question time

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