ISU deals with following below industries(there are others as well)...
Electric : Includes the generation, trading, transmission, distribution, retail,
metering and customer care segments of electricity providers.
Natural Gas : Includes the distribution, metering, retail and customer care
segments of end use of natural gas providers.
Water and Wastewater : Includes the supply, treatment, distribution,
metering and customer care segments of water and waste water providers.
The broad picture of energy and utility industry :
Nomenclature/terminology/acronyms in SAP ISU :
Connection objects : Physical locations where a utility service is provided.
It mainly stores address information, which is generally used as the supply
address for utilities.
Business Partner : Person or Organisation with which company will
maintain business relations.
Contract Account : Contains business data of Business Partner.
Device : Used to measure energy consumption.
Premise : Enclosed unit e.g. flat, factory etc.
Installation : Group of all devices, registers and rate billing values that are
allocated to premise and grouped together for billing.
Division : Division in ISU is nothing but the kind of services provided to the
customer. e.g. Electricity, Water, Natural Gas.
Master Data in ISU : The master data model holds both, the customer and
property information. Customer information is held in the Business Master
Data. Property information is held in the Technical Master Data.
BMD - Business Partner
A natural person or legal entity, with which the Utility company has a
legal relationship
Contains central data such as business partner’s name, addresses,
communication numbers and bank details
The Business Partner in ISU will be replicated from CRM
BMD - Contract Account
The contract account defines how the customer's account is treated,
e.g. a customer's home and business account would have different
billing term.
Means the consumption in home would be much lower than that of
plant/factory (business account) hence account would be different and
different billing term would be applicable.
BMD - Contracts
Contracts are utility service agreements between the utility company
and its business partners
A contract is related to a division. It links one single contract account
to one installation. However, several contracts can be grouped
together in one contract account for which the same payment and
dunning terms apply.
TMD – Connection Object
Connection Objects in SAP are usually buildings but can also be part of
a building or a facility such as streetlight or construction site.
Since an address is allocated to a connection object, the connection
object links premises, device locations and connections to the postal
regional structure.
TMD – Premise
The premise is an enclosed spatial unit that is supplied with energy, for
example, an apartment or factory.
A premise can have several utility installations (Supply Points) and is
division-independent.
The premise is allocated to a connection object and to the address of
that connection object.
TMD – 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.
Business and Technical Master data link :
Other Master Data :
Device Location : Location within a connection object where devices are
installed. Device locations correspond to functional locations.
Device : Individual, physical object that is to be maintained as an
autonomous unit. Devices can be:
Counting devices (meters)
Data processing devices (converters)
Devices with protective or adjusting functions (pressure controllers)
Rate Category :A rate category is allocated to each utility installation. It
contains data that controls the cross-rate processing of meter reading data
and billing.
Rate Type : Classification of a register, flat rate or reference value for billing
purposes. In conjunction with rate category, the rate type is used to
determine the rate.
Tables:
BP: BUT000 (and all other BUT* tables).
Contract Account (FKKVK and FKKVKP).
Contract: EVER
Installation: EANL
Premise: EVBS
Address: ADRC
Functional Location: IFLOT
Transaction Codes :
Create business partner – BP, FPP1( for Contract Partner)
Create Contract Account – CAA1
Create Connection Object – ES55
Create Premise – ES60
Create Installation – ES30
Create Device Location – ES65
Create Device - IQ01
Device Installation – EG31
Technical Installation – EG33
Billing Related Installation – EG34
Move-in – EC50E
Move-out – EC55E
SAP ISU - Meter to Cash
In the utilities market, the “Meter to Cash” process is an end-to-end
procedure that involves providing utilities to customers and receiving
payment. The main goal is to generate (produce) and supply utilities to end
users (customers) while ensuring a steady revenue stream.
There are several processes to be done for Meter to Cash”.
1. Meter Reading: Collect meter data by recording readings from the
meters.
2. Billing: Calculate charges using the meter readings and generate billing
documents. Note: Charges are determined by the utility company.
3. Invoicing: Generate and send invoices to customers based on the
billing information, including printing the invoices and dispatching
emails and messages.
4. Payment Collection and Reconciliation:Upon receiving customer
payments, promptly process and record the transactions. Confirm that
payments correspond with the invoices and accurately update financial
records to reflect the customer’s balance.
5. Customer Service: Resolve any inquiries or concerns regarding billing
and payments.
SAP ISU — Meter to Cash with SAP
Transaction Codes Part II
In the SAP ISU (Industry Solution for Utilities) module, the Meter-to-Cash
process is crucial for managing meter readings, billing, and collecting
payments.
Prerequisites
Before starting, you should be familiar with these SAP ISU terms:
Contract Account: The customer’s account for utility services.
Installation: The location where the utility service is provided.
Premise: The exact spot where the meter is installed.
Contract: The agreement for utility services between the provider and
the customer.
MRU (Meter Read Unit): The unit of measurement for meter
readings.
MRO (Meter Read Order): The request used to record meter
readings.
Step 1: Creating a Meter Read Order (MRO)
Transaction code `EL01` .
On the selection screen, enter either the MR unit or Contract or
Installation Number or Device associated with the meter reading.
And Meter reason
Choose the Type of MRO from the available options — Periodic Meter
Reads for regular intervals, Interim Meter Reads for reads between
regular intervals, or Final Meter Reads to close the meter reading
period.
After filling in the necessary details, execute the transaction to
schedule the meter reading.
Step 2: Validate the Meter Read Order
Transaction code `EL31`.
Enter the same Installation Number or Contract Number used
previously and execute the transaction.
We can validate Billing Order, or Meter Reading Order or Meter Reading
Result.
Step 3: Meter Read
Transaction code `EL28`.
Enter the same Installation Number or Contract Number used
previously and execute the transaction.
Put the Meter reads (consumption of the meter) and if actual readings
are unavailable, click on Estimate to allow SAP to generate estimated
readings.
Then Click on Save.
After recording the readings, revalidate the MRO using Transaction
code `EL31` to ensure its status turns green, indicating successful
validation.
Step 4: Generate Billing Document and Invoice
Transaction code `EASIBI` Individual Billing / invoicing
On the selection screen, enter the Billing Dates, Document date ,
Posting Date , Contract or Installation Number or Contract Account
Number. Also give Meter Reading Reason.
Execute the transaction by selecting Bill and then click on Create
Invoice to generate the bill and invoice.
Transaction code `EA19' ( If you are not using EASIBI for Bill Option an
separate transaction can be used)
Bill the account — provide contract and execute
Also SAP has provided some mass transactions which helps meter to cash
process for utility company.
Mass Transaction Codes:
EL09: Mass create meter reading orders
EL18: Estimate MR results
EA38 — Mass Activity: Billing
EA26: Mass Processing: Create Bill
EA29: Printing of invoice
Validation
Verify the billing and invoice documents through transaction code
`ES32` Billing Periods Tab → Document to ensure all details are
accurate and complete.
Register Group
Group of registers that belong to one or more devices or device categories.
Device Category in device management
Within device management you create device category. An example of
device category could be an electric meter which is used for recording
consumption. Each device category will have devices created for it with
serial numbers. The device is an unique equipment( meter) .
It is integrated with materials management . A similar material gets created
in MM module of SAP R3, which is used for inventory control in materials. You
can create a material in MM using tcode mm01.
Register and Device in ISU
A device can have registers (not all devices do) - registers record the
readings. A device belongs to a device category.
