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    SAP IS-U/CCSIndustry Solution Utilities / Customer Care & Service System

    Device Management

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    Agenda

    Day 1

    Mon, February 10Overview

    Customer Service

    Day 2

    Customer Service

    Day 3

    Device Management

    Tue, February 11

    Wed, February 12

    Day 4

    Device Management

    Day 5

    Work Management

    Thu, February 13

    Fri, February 14

    Day 6

    Mon, February 17Work Management

    Migration Workbench

    Day 7

    Migration Workbench

    Day 8

    Workflow

    Tue, February 18

    Wed, February 19

    Day 9

    Billing & Invoicing

    Day 10

    Billing & invoicing

    Thu, February 20

    Fri, February 21

    Day 11

    Mon, February 24FI-CA

    Day 12

    FI-CA

    Day 13

    FI-CA

    Tue, February 25

    Wed, February 26

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    Unit 4 Scheduling

    Unit 1 Technical Master Data

    Unit 3 Device Installation

    Meter ReadingUnit 5

    Unit 2 Technology

    Contents

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    At the conclusion of this unit, you will be able to:

    Unit Objectives

    Identify technical master data involved in IS-U

    Identify integration between IS-U and Logistics

    application component

    Techincal Master Data

    Identify technical master data relations

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    Techincal Master Data

    Data Model

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    Data Model and Integration with Logistics

    CONTRACT

    PM-EQUIPMENT

    CONNECTION

    PM-FUNCTIONAL

    LOCATION

    CONNECTION

    OBJECT

    INSTALLATION PREMISE

    Integration with logistics

    PM-FUNCTIONALLOCATION

    DEVICE

    LOCATIONDEVICE

    PM-EQUIPMENT

    DEVICE

    CATEGORY

    MM-MATERIAL

    Techincal Master Data

    CONTRACT

    ACCOUNT

    BUSINESS

    PARTNER

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    Connection Object

    Techincal Master Data

    Connection object is a building, piece of property or other facility that isconnected to the supply grid

    Has an address that links it to the regional structureIt is managed as the functional location in PM

    Connection

    Object

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    Connection

    Techincal Master Data

    Link of the Connection object to the utility companyThe connection is a piece of equipment in Plant Maintenance (PM) application

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    Premise

    Techincal Master Data

    Premise is an enclosed spatial unit that is supplied with utility services, suchas an apartment or a factory.

    Connection object comprises one or more premisesAllocated to a connection object, has de same address as the connection

    object

    Can include several installations to be billedCan have several divisions

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    Device Location

    Techincal Master Data

    Device location is an enclosed spatial unit in a connection object where anynumber of devices are installed

    Independent of divisionDevice location can be assigned to a premise if it applies to that premise onlyDevice location corresponds to a functional location in the Plant Maintenance

    (PM) application

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    Utility Installation

    Techincal Master Data

    Links technical and business master data

    Is allocated to a premiseApplies to one divisionServes as the basis for devices billingUtility installation is linked .............. to billing via the rate category

    ..... to scheduling via the meter reading unit..... to reginal structure via the premise

    ..... to a business partner during the move-in

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    Utility Installation Enviroment

    Techincal Master Data

    DEVICE

    LOCATIONPREMISE

    CONNECTION

    OBJECT

    INSTALLATION

    CONTRACT

    CONTRACT

    ACCOUNT

    BUSINESS

    PARTNER

    PORTION

    METER

    READING UNIT

    Scheduling

    Technical

    Master Data

    Business

    Master Data

    POLITICAL

    STRUCTURE

    COMPANY

    STRUCTURE

    CITY STREETSTREET

    SECTION

    Postal Regional Structure

    Regional

    Structure

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    Installation 10001

    Current Contract 10000003

    Terminated Contract 10000002

    No Contract Allocated

    Terminated Contract 10000001

    15/04/97 - 12/31/9999

    01/01/90 - 14/08/1992

    15/08/92 - 31/03/1993

    01/04/93 - 14/04/1997

    Utility Installation History

    Techincal Master Data

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    R

    Contract 1Contract 1

    Installation

    Contract 2Contract 2

    Time Slice 1:

    15/04/97- 31/07/02

    Time Slice 2:

    Beginning 01/08/02

    May 1 June 1 July 1 Sept. 1 Oct. 1 Dec. 1Aug. 1

    Contract 1Contract 1

    Contract 1Contract 2

    Move-Out Move-InContract 1Customer 1 Contract 1Customer 2

    Installation

    01/08/2002

    Utility Installation History (Time Slices)

    Techincal Master Data

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    l Time-based data enables you to take any changes in the datainto account. In the billing, for example, rate category can be

    changed within the billing period.

    l Prior to changing time-based data you must insert anew time slice.

    l Time-based data

    n Billing class

    n Rate category

    n Industry sector

    n Temperature area

    n Exemption from franchise fee

    n Meter reading unit

    Utility Installation Time Slices: Time-Based Data

    Techincal Master Data

    Non time-based datavs

    n Base period category

    n Meter reading type control

    n Blocking reason

    (Control of billing / meter reading)

    n Guarantee of supply

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    Unit 4 Scheduling

    Unit 1 Technical Master Data

    Unit 3 Device Installation

    Meter ReadingUnit 5

    Unit 2 Technology

    Contents

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    At the conclusion of this unit, you will be able to:

    Unit Objectives

    Map device technology in IS-U, and identify the

    standard R/3 components used for this purpose

    Identify the relation between the material and the

    device category, or between the piece of equipment

    and the device

    Technology

    Identify the elements that comprise a devicecategory, and state what you need to bear in mind

    when creating device categories

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    Basic DeviceCategory

    for example, meter

    Devices

    0539802

    125.256.01

    07161920539802

    125.256.01

    0716192

    0539802

    125.256.01

    0716192

    0539802

    125.256.01

    0716192

    0539802

    125.256.01

    0716192

    Device Categoryfor example, double-ratemeter

    METER

    Meter I Meter III

    II.2II.1 II.n

    Meter II

    Basic Device Category - Device Category - Device

    Technology

    (n:1)

    (n:1)

    II.3

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    Basic Device Category

    Technology

    l Groups devices that have the same technical properties

    l Basic device categories:

    Meters (measure consumption-dependent resources (that is, electricity, gas, water,

    heating))

    Transformers (voltage transformers, current transformers)

    ARCRs (audio frequency ripple control receivers transmit information across the grid, for

    example, to control switching of rates in the case of off-peak storage heaters)

    Remote meters (enter consumption values over distances, for example meters that can

    be read via modem)

    Counters (determine the heat quantity issued for district heating)

    Correctors (determine the standard cubic meters consumed on the basis of the technicalgas value temperature, pressure and compressibility)

    Pressure regulators (adjust the gas pressure)

    Sensors (transmit pulses, for example, temperature probe)

    Containers and Vehicles (required for waste disposal)

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    Technology

    l Define which basic device categories are allowed for each division

    category

    Basic Device Categories - Customizing

    l Define combinations of basic device categories

    l Define how basic device categories are sorted

    For device category processing

    In the replacement and notification worklist group

    l Define texts for basic device categories

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    Single-rate meter that is subject to certification

    Plastic housing and external seal

    Six pre-decimal places, one decimal place

    Serial number:

    Sie-970701-503

    Manufacturer: Siemens

    Production year: 2000

    Valid from 01.07.2000

    Serial number:AEG-980101-125

    Manufacturer: AEG

    Production year: 2002

    Valid from 01.01.2002

    Serial number:LGY-980701-300

    ManufacturerLandis&Gyr

    :Production year: 2002

    Valid from 01.07.2002

    Technology

    Device Category - Device

    Device Category Device

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    Technology

    Device Category

    IS-U dataMM data

    l Is classified by the basic device category

    l Corresponds to the material in the logistics component

    l Includes information relevant for billing as well as information for device certification

    and inspection

    DEVICE

    CATEGORY

    l Can also be a combination of different basic device categories

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    Technology

    Creating Device Categories with a Reference Material

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    Technology

    Creating Device Categories without a Reference Material

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    Technology

    Technical Groups for Device Category

    WINDING

    GROUP

    COMMAND

    GROUP

    DEVICE

    CATEGORY

    INPUT/OUTPUT

    GROUP

    REGISTER

    GROUP

    l Technical groups can only beallocated to device categories

    belonging to certain basic

    device categories

    T h l

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    Technology

    Technical Groups for Device Category Register Group

    l Registers: Measure consumption and energy

    Can exist physically or as a display in electronic devices

    l Register Group:

    Groups together the registers of a device

    Can cover several divisions categories

    Can be assigned to several device categories Reference register relationship

    Register group data is merely default data and values can be changed as pleased

    during an installation or modification

    REGISTER

    T h l

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    Technology

    Device

    l Is an instrument used for measuring consumption, processing data orcontrolling and protecting other instruments

    l Devices are identified using material and serial numbers, and are managed

    in the Plant Maintenance (PM) application as pieces of equipment.

    IS-U dataPM data

    DEVICE

    T h l

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    Technology

    l Define IS-U equipment categories

    Device - Customizing

    l Allocate class type to IS-U equipment categories

    T h l

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    SIE-DTZ 0815

    Register

    Group Register

    Description

    Device Number(Serial Number)

    Device Data

    Device Category

    Data

    Meter

    reading

    Material

    Technology

    Device Category Data vs Device Data

    T h l

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    Technology

    Numbers in Device Management

    T h l

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    l IS-U/CCS is integrated with the standard components Logistics-Materials

    Management (LO-MM) and Logistics-Plant Maintenance (LO-PM) via the

    Device Category (= Material) and the Device (= Equipment)

    l Device Categories are based on predefined basic device categories and

    definethe technical device data. Additionally, there is information stored in thedevice category, which is relevant to billing as well as information on device

    inspection and certification

    l Devices are uniquely identified by the combination of theirmaterial no. (LO-

    MM component) and serial no. (LO-PM component). The history of a device

    can be look up using process data. Location data enables spatial allocation

    of the device, whereas plant maintenance data contains information on theallocated PM-planning plant

    Technology

    Summary

    Contents

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    Unit 4 Scheduling

    Unit 1 Technical Master Data

    Unit 3 Device Installation

    Meter ReadingUnit 5

    Unit 2 Technology

    Contents

    Device Installation

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    At the conclusion of this unit, you will be able to:

    Describe the utility installation structure and change

    the rate data and technical data of installed devices

    Perform technical and billing-related installation,

    removal and replacement of devices in the system

    Map device relationships

    Unit Objectives

    Device Installation

    Describe the customizing activities required

    Device Installation

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    Device Installation Functions

    Device Installation

    l Creation of device groups

    R

    l Changes to rate data and technical data of devices thathave already been installed (utility installation structure)

    n Technical point of view: linking a device to a device location

    (1:1 relationship)

    n Billing point of view: linking a device to a utility installation

    (1:n relationship)

    Installation, removal, and replacement of devices from a:l

    Device Installation

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    Device Installation

    Group of devices that comprise a logical unit

    Device GroupDevice Group

    AB

    C

    Examples of device groups:

    l Transformer groups are made up of

    current and voltage transformers linkedto each other. Transformer groups have

    a single transformation ratio.

    l Two integrated water meters installed

    together. These meters measure

    consumption separately. The

    consumption from these meters can beshown separately on the bill, but is

    usually billed together

    Device Group

    In this way, devices that belong together to a device group cannot accidentally

    be removed or installed separately. Any replacement has to be expressly confirmed

    Device Installation

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    l Define group types of your own

    Device Group - Customizing

    Device Installation

    l Assign group types to the following predefined group types:

    Integrated water meter

    Transformer group

    Measurement panel

    Other

    l Restrict group types to specific divisions

    Device Installation

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    Types of Device Installation (I)

    Device Installation

    Device Installation

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    Types of Device Installation (II)

    Device Installation

    Device Installation

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    Fields Relevant to Installation

    Device Installation

    Device Installation

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    Installation - Period Consumption

    Device Installation

    Device Installation

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    Installation - Customizing

    Device Installation

    Inst.Div.

    01

    03

    05

    Div.Low

    01

    03

    07

    Div.Upper

    02

    Incl./Excl.

    I

    I

    E

    Option

    BT

    EQ

    EQ

    Device Installation

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    Device Removal

    Device Installation

    Device Installation

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    Device Removal

    Device Installation

    Device Installation

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    Device Installation - Customizing

    Device Installation

    Device Installation

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    Reversal of Installation / Removal / Replacement

    Device Installation

    Device Installation

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    The Utility Installation Structure

    Device Installation

    Device Installation

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    Device Installation

    Summary

    l Installing devices in a utility installation links technical and business

    master data. The device location corresponds to a functional location

    in the P lan t Ma in t enanc e(LO-PM) application component.

    l Devices can be installed either in one step (Installation relevant to all

    data) or in two steps (first technical, then billing-related installation).

    l When a device is removed, technical and billing-related data is

    deleted. However, the data can still be tracked.

    l During device replacement, a device is replaced with a device of the

    same device category (or a device similar in function).

    Contents

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    Unit 4 Scheduling

    Unit 1 Technical Master Data

    Unit 3 Device Installation

    Meter ReadingUnit 5

    Unit 2 Technology

    Contents

    Scheduling

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    At the conclusion of this unit, you will be able to:

    Explain the terms portion, meter reading unit and the

    roles they play in scheduling

    Structure your supply area according to meter

    reading or billing criteria

    Model and update meter reading and billing dates in

    the system

    Unit Objectives

    g

    Scheduling

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    l Generates periodic dates (schedule records) for:

    n Meter reading

    n Billing

    R

    l To generate schedule records, you require:

    n Schedule master records for meter reading

    (meter reading units)

    n Schedule master records for billing (portions)

    n Meter reading order creation

    n Billing

    Used for planning and controlling the following functions:l

    g

    Scheduling

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    l Portions group together contracts that are to be billedtogether

    l They contain schedule master records for billing

    l You can allocate a contract to a portion in either of thefollowing ways:

    n Indirectly via the meter reading units defined in the installation

    that corresponds to the contract

    n Directly in the contract

    Portion

    g

    Scheduling

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    l Meter reading units group together - according to regional

    criteria - installations that are to be read on a certain date.

    l The schedule master records for meter reading units contain

    all data relevant to meter reading scheduling.

    l Meter reading units can only be created if a portion already

    exists.

    l Several meter reading units can be allocated to one portion.

    l Meter reading units form the basis for device management.

    Meter Reading Unit

    g

    Scheduling

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    Portions & Meter Reading Units

    g

    Scheduling

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    PORTION-A

    MRU-A

    PORTION-A 02/2003

    PORTION-A 04/2003

    PORTION-A 06/2003

    MRU-A 02/2003

    MRU-A 04/2003

    MRU-A 06/2003

    Schedule Master Records Schedule Records

    Generation of

    Schedule Records

    g

    Generation of Schedule Records

    Scheduling

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    2002 2003

    Annual Billing

    g

    Scheduling

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    July August

    Monthly Billing

    27. 28. 29. 30. 31. 1. 2. 3.

    27. 28. 29. 30. 31. 1. 2. 3. 27. 28. 29. 30. 31. 1. 2. 3.

    Scheduling

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    l The scheduling component is used for generating dates periodically

    for meter reading, billing and budget billing control.

    ll Portions group togethercontracts that are to be billed jointly.

    l

    l Meter reading units group togetherinstallations that are to be read on

    a certain date.

    l The generation of dates is based on schedule master data either for

    billing or meter reading. The schedule master records for billing are

    stored in the portion, and those for meter reading are stored in the

    meter reading unit.

    Summary

    Contents

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    Unit 4 Scheduling

    Unit 1 Technical Master Data

    Unit 3 Device Installation

    Meter ReadingUnit 5

    Unit 2 Technology

    Meter Reading

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    At the conclusion of this unit, you will be able to:

    Name the different reasons for taking meter readings

    Unit Objectives

    Establish the route for the meter readerCreate, output and monitor meter reading ordersEnter meter reading results, and validate them using

    extrapolation and weighting procedures

    Correct, estimate and reverse meter reading resultsName the customizing activities you can carry out in

    the IMG

    Meter Reading

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    Meter Reading Overview

    Meter reading order Billing order

    Meter reading

    order creation

    Order Output

    Entry

    Verification

    Billing

    Correction

    Meter reading

    documents

    Download

    Fast/Single

    entry

    Upload

    Meter

    reading

    results

    Meter Reading

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    Meter Reading Reasons

    l Periodic meter reading (based on schedule records)

    l Aperiodic meter reading, such as:

    n Interim meter reading with or without billing

    n Service territory transfer with billing

    n Control reading

    l Meter reading resulting from a process, such as:

    n Customer move-in

    n Device removal

    Meter Reading

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    Meter Reading / Billing Order

    l Is the prerequisite for a meter reading

    l Displays all data required for the meter

    reading, such as:

    n Meter reader

    n Date

    n Address

    n Expected meter reading

    l Can be printed or transferred to external

    entry systems (for example, MDE

    device)

    l Used for monitoring (for example,

    tracking)

    Meter Reading Order

    l Is the prerequisite for billing

    l Is created in addition to meter reading

    order if a meter reading is relevant for

    billing (e.g. periodic meter readings)

    n Target billing date

    n Portion

    n Installation

    l Contains data for billing, for example:

    Billing Order

    n Status

    l Is also created for flat-rate installations

    Meter Reading

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    Meter Reading Order Data

    MeterReading

    Order

    Data Environment

    Entry number

    Check number

    Meter reading reason

    Planned meter reading

    Meter reader

    Control group

    MDE number

    Meter Reading Data

    Data Specific to Entry

    Expected meter reading

    Expected consumption

    Upper limit of meter

    reading

    Time-Based Data

    Target reading date

    Target billing date

    Meter Reading

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    Meter Reading Order Creation

    Meter Reading

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    Meter Reading Order Creation - Interval Check

    Meter Reading

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    Mass Order Background job

    Meter Reading

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    Downloading and Uploading Meter Reading Orders

    Meter Reading

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    Download

    l Uses the Raw Data Interface (RDI) from SAP script

    l Spool: transfer to a spool or file (depending on customizing

    settings)

    l IDoc interface (intermediate document): used for electronic datainterchange (EDI) between different computers and systems.

    SAP standard format for electronic data exchange

    Meter Reading

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    Meter Reading Organization - Street Route

    l

    Shows the order meter reader reads devices from a Meter

    Reading Unit

    Device n

    Device 2

    Device 1

    Device

    Location n

    Device

    Location 2

    Device

    Location 1

    Connection

    Object n

    Connection

    Object 2

    ConnectionObject 1

    Meter

    Reading

    Unit A

    Street 1

    Street 2

    Street n

    City District 2

    City District n

    City District 1

    l Possibility of monitoring whether there are unassigned

    devices to meter reading sequence

    Meter Reading

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    Manual Monitoring

    l Monitoring at the level of meter reading unit, installation,device, business partner,

    l Monitoring of:

    ln Statusn Meter reading reasonn Validationn Meter reading date

    Gives information about:

    n Schedule recordsn Meter reading ordersn Billing ordersn Meter reading results

    l Go directly to device, contract, meter reading order

    Meter Reading

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    l Automatic monitoring of missing and implausible meter

    reading results

    l Follow up actions are started after specific periods depending

    on status, meter reading reason and meter reading type

    Automatic Monitoring

    l Follow up actions are defined in SAP enhancements

    l If a (further) follow up action is not defined, the result is

    estimated automatically

    l Automatic monitoring is started in the IS-U menu

    01/01: planned reading by customer

    15/01: Automatic estimation

    05/01: reminder

    09/01: meter read by utility company

    User-defined

    follow-up actions

    Status 0

    Status 1

    Status 3

    Status 2

    Meter Reading

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    Entry of Meter Reading Results

    l Mass entry for periodic meter readings

    n Prerequisite: meter reading order creation

    n Automatic: Uploadusing the standard transaction IDoc Type and EDI Basis

    n Manual: fast entry

    w Without correction: implausible values are resetw With correction: validation is possible

    l Single entry

    n Is possible without previous creation of meter reading order

    n Used, for example, in the case of interim and control readings

    Status: Plausible Status: Implausible Status: Error

    Meter Reading

    Result

    Correction Single Entry

    Meter reading results uploaded

    List of meter reading results

    (Only possible if data can be

    recognized)

    Meter Reading

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    Meter Reader Notes

    Meter Reading

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    Validation

    l Each meter reading result is checked for plausibility (validated)

    Meter reading

    result Validation Plausible

    Implausible

    Correction

    l Fixed validations are performed automatically

    l In customizing is possible to define:

    n Validation classes (contain a pool of all possible validations of a rate)

    n Configurable validations (zero consumption, repeated costumer reading/estimation..)

    n Tolerance limits (positive/negative deviation, error class, )

    n Validation of previous meter reading (is the previous meter reading plausible?)

    n Validation of fixed-value deviation (No consumption for inactive or blocked

    installations?)

    n User-defined validations (SAP enhancement)

    Meter Reading

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    Extrapolation of Expected Consumption

    Meter Reading

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    Extrapolation Using Meter Reading Results

    l Prerequisite: the actual meter reading result must best

    reflect the consumption pattern in period

    Actual

    Meter

    Reading

    Result

    Actual

    Meter

    Reading

    Result

    Minimum

    Percentage

    Portion

    WeightingProcedure

    Base

    Period

    Category

    Rate

    Installation

    ExtrapolationExtrapolation

    Expected

    Meter

    Reading

    Result

    Expected

    Meter

    Reading

    Result

    Meter Reading

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    Weighting

    Determination of expected values (meter readings for example)

    by means of:

    l

    n

    n

    n

    n

    n

    Meter Reading

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    Extrapolation Example

    Meter Reading

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    Correction

    l Correction on:

    n Implausible results upon entryn Implausible, reset resultsn Plausible results

    l Is it possible to:

    n Correct the resultsn Release the results without correctionn Reset the resultsn Estimate the resultsn Create correction order

    l In the correction screen following data is available:

    n Meter reading data

    w Current meter reading and consumptionw Previous meter reading

    n Forecast and validation data

    w Forecast periodw Expected valuesw Source of the forecast period (previous period, period consumption, )

    n Device data

    Meter Reading

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    Automatic Estimation

    l You can select meter reading results, for example, accordingto:

    n Meter reading unit

    n Business partner

    n Device

    n Planned meter reading dates

    l In customizing it is possible to define:

    n Should the meter reading result be overestimated?

    n Enhancement for user own estimation is triggered?

    Meter Reading

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    Reversal

    l Is it possible to select an entry for reversal by:

    n Meter Reading Unit

    n Contract

    n Installation

    l Following objects are deleted during the reversalprocess (if they exist):

    n Device

    n

    n

    Planned meter reading date

    Meter reading reason

    n Meter Reading Order

    n Billing Order

    n Meter Reading Result (under petition)

    Meter Reading

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    Summary

    l The street route and scheduling form the basis for periodicmeter readings

    l It is possible to perform meter reading others than for periodic

    meter reading (is the case of interim or control meter readings)

    l During meter reading order creation, meter reading order is

    generated and if the reading is relevant to billing, a billing ordertoo.

    l The meter reading order contain all of the data required for

    meter reading. It can be printed or passed to external entry

    systems.

    l Meter reading results are validated when they are entered.

    Extrapolations are used in the validation process.

    l It is possible to monitor and reverse meter readings