SAP ISU IUT110 Training Material

21
IUT110 Business Processes in SAP ERP for Utilities SAP for Industries - SAP for Utilities Course Outline Course Version: 97 Course Duration: 5 Day(s) Publication Date: 15-06-2012 Publication Time: 1005

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Transcript of SAP ISU IUT110 Training Material

  • IUT110Business Processes in SAP ERP

    for Utilities

    SAP for Industries - SAP for Utilities

    Course OutlineCourse Version: 97Course Duration: 5 Day(s)Publication Date: 15-06-2012Publication Time: 1005

  • Copyright

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  • IUT110 Contents

    Contents

    Course Overview ....................................................................... v

    Course Goals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vCourse Objectives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

    Unit 1: Overview........................................................................ 1

    Overview ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    Unit 2: IC and Master Data ........................................................... 2

    IC and Master Data ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    Unit 3: Move-In/Out .................................................................... 3

    Move-In/Out .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    Unit 4: Work Management ........................................................... 4

    Technical Objects in Work Management.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Service Orders and Service Objects .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Service Products .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Interfaces to External Systems... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    Unit 5: Device Technology........................................................... 5

    Device Category .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Device and Register .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Device History .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Device Inspection ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    Unit 6: Device Installation............................................................ 7

    Installation / Removal / Replacement .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Installation Structure... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Unit 7: Meter Reading................................................................. 8

    Meter Reading Organization... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Meter Reading Process ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Special Meter Reading Functions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    Unit 8: Billing Master Data ........................................................... 9

    Billing Master Data... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

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  • IUT110 Contents

    Unit 9: Billing and Invoicing........................................................10

    Billing ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Invoicing... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Exception Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    Unit 10: Energy Data Management ............................................... 11

    Energy Data Management.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

    Unit 11: Real Time Pricing ..........................................................12

    Real Time Pricing ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

    Unit 12: Budget Billing Plan ........................................................13

    Budget Billing Plan ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Unit 13: Contract Accounting ......................................................14

    Contract Accounts Receivable and Payable- Overview ... . . . . . . . . . . . . . . . . . . . 14Documents.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Account Display ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Payments .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Returns ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Dunning ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Installment Plan ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

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  • IUT110 Course Overview

    Course OverviewIUT110 is designed to provide a high-level understanding of the major aspects of the SAPfor Utilities solution. The participants will be able to understand how the industry solutionintegrates with the rest of the SAP solution, as well as how each area of the SAP for Utilitiessolution connects with each other. This course is designed to provide an overview of the totalsolution and is not a comprehensive view of the full solution and all functions available.

    Target AudienceThis course is intended for the following audiences:

    Decision makers who use SAP Utilities to support their business processes.

    Project managers responsible for implementing SAP Utilities.

    A project team implementing business processes with SAP Utilities.

    Administrators who optimize processes in the SAP Utilities environment.

    Consultants preparing to implement SAP Utilities.

    Course PrerequisitesRequired Knowledge

    Basic knowledge of the SAP system (SAP01 SAP Overview).

    Knowledge and experience of the business processes in a utility company.

    Knowledge and experience of the Windows operating system environment.

    Course GoalsThis course will prepare the participant to:

    The concept of integrating SAP Utilities in SAP ERP.

    About the business processes in the utilities industry.

    How to use SAP Utilities in SAP ERP and implement it efficiently.

    Course ObjectivesAfter completing this course, the participant will be able to:

    Describe how SAP Utilities is integrated in the SAP ERP environment.

    Perform the core business processes.

    Explain the structure and function of processes.

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  • IUT110 Course Overview

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  • IUT110 Course Outline

    Unit 1Overview

    Unit Overview

    Lesson: Overview

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the integration of SAP Utilities in SAP ERP 6.0.

    Name the most important SAP ERP components and their roles in the utilities industry.

    Describe the functions of SAP Utilities.

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  • IUT110 Course Outline

    Unit 2IC and Master Data

    Unit Overview

    Lesson: IC and Master Data

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Name the most important SAP Utilities objects.

    Describe the range of applications.

    Explain how to use the Interaction Center.

    Execute some standard customer processes.

    Create and utilize Customer contacts.

    Create and utilize Interaction Records.

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  • IUT110 Course Outline

    Unit 3Move-In/Out

    Unit Overview

    Lesson: Move-In/Out

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the business processes Move-In, Move-Out, and Move-In/Out.

    Describe the business processes New Contract, End Contract and Move Contract.

    Execute the business processes Move-In, Move-Out, and Move-In/Out.

    Explain the changes to the master data.

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  • IUT110 Course Outline

    Unit 4Work Management

    Unit OverviewIn a utility company a large number of work orders are accepted, planned, calculated, carriedout, and if necessary, billed to a customer. SAP Utilities uses functions that already exist inthe various components of the SAP standard system to manage these orders. These functionsare merged with specific business processes in Work Management for SAP Utilities, and alarge number of industry-specific functions have been added.

    Lesson: Technical Objects in Work Management

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the tasks of Work Management

    Lesson: Service Orders and Service Objects

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe service order functions.

    Use service orders in utilities industry processes.

    Lesson: Service Products

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe how you can offer services as products.

    Lesson: Interfaces to External Systems

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    List the most important interface of Work Management.

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  • IUT110 Course Outline

    Unit 5Device Technology

    Unit Overview

    Lesson: Device Category

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the tasks of the device category.

    Process device-related activities.

    Explain device inspection.

    Explain how the device category and the device are integrated inthe standard SAP system.

    Lesson: Device and Register

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    [Enter a lesson objective.]

    [Enter a lesson objective.]

    Lesson: Device History

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    [Enter a lesson objective.]

    [Enter a lesson objective.]

    Lesson: Device Inspection

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    [Enter a lesson objective.]

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  • IUT110 Course Outline

    [Enter a lesson objective.]

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  • IUT110 Course Outline

    Unit 6Device Installation

    Unit Overview

    Lesson: Installation / Removal / Replacement

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe and perform device installation, removal, and replacement. Youwill also be able to describe how these functions are integrated with theService Management (SM) application component.

    Explain the relationship between the connection object, the devicelocation, and the device, and how they are integrated in the PlantMaintenance (PM) application component.

    Lesson: Installation Structure

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Display devices of an installation and describe the installation structure.

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  • IUT110 Course Outline

    Unit 7Meter Reading

    Unit Overview

    Lesson: Meter Reading Organization

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the meter reading procedure.

    Scheduling and street route.

    Lesson: Meter Reading Process

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Meter reading order.

    Meter reading result.

    Monitoring.

    Lesson: Special Meter Reading Functions

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Meter reading by customers via the Internet.

    AMI Meter Reading.

    Reversal.

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  • IUT110 Course Outline

    Unit 8Billing Master Data

    Unit Overview

    Lesson: Billing Master Data

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Explain the function of rate master data.

    Explain the concept of the rate structure.

    Describe rate allocation.

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  • IUT110 Course Outline

    Unit 9Billing and Invoicing

    Unit Overview

    Lesson: Billing

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the billing process: Billing process, simulation.

    Explain credit memo, manual backbilling.

    Explain outsorting, bill reversal.

    Lesson: Invoicing

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the features of invoicing: Invoicing tasks and process.

    Describe special features of invoicing.

    Explain use of invoicing documents.

    Lesson: Exception Management

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the features of exception management.

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  • IUT110 Course Outline

    Unit 10Energy Data Management

    Unit Overview

    Lesson: Energy Data Management

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe functions and content of EDM.

    Describe the components that make up profiles.

    Explain how profiles are allocated to the master data.

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  • IUT110 Course Outline

    Unit 11Real Time Pricing

    Unit Overview

    Lesson: Real Time Pricing

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the Real-Time-Pricing interface and its components.

    Explain the connection of the RTP interface to SAP Utilities billing.

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  • IUT110 Course Outline

    Unit 12Budget Billing Plan

    Unit Overview

    Lesson: Budget Billing Plan

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Explain the difference between a budget billing plan and a payment plan.

    Create and change budget billing plans.

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  • IUT110 Course Outline

    Unit 13Contract Accounting

    Unit Overview

    Lesson: Contract Accounts Receivable andPayable- Overview

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the document structure in contract accounts receivable and payable.

    Provide information on customer accounts.

    Explain some common business transactions in Contract Accounts Receivableand Payable and perform them in the system.

    Lesson: Documents

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Explain the document structure in contract accounts receivable and payable.

    Post receivables items.

    Lesson: Account Display

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Analyze the development of a contract account.

    Provide information on the items of a contract account.

    Use the navigation options in the account balance display.

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  • IUT110 Course Outline

    Lesson: Payments

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Explain the processing steps of a payment lot.

    Post payments using a payment lot.

    Post payments at cash desk.

    Lesson: Returns

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe returns processing.

    Post a return.

    Lesson: Dunning

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Describe the two step dunning process.

    Display and explain the dunning history of a business partner / contract account.

    Name some of the influential factors in dunning.

    Describe the difference between classical and flexible dunning.

    Lesson: Installment Plan

    Lesson ObjectivesAfter completing this lesson, the participant will be able to:

    Add item to an installation plan.

    Recognize the main functions for processing installment plans.

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    tocOverviewLesson: Overview

    IC and Master DataLesson: IC and Master Data

    Move-In/OutLesson: Move-In/Out

    Work ManagementLesson: Technical Objects in Work ManagementLesson: Service Orders and Service ObjectsLesson: Service ProductsLesson: Interfaces to External Systems

    Device TechnologyLesson: Device CategoryLesson: Device and RegisterLesson: Device HistoryLesson: Device Inspection

    Device InstallationLesson: Installation / Removal / ReplacementLesson: Installation Structure

    Meter ReadingLesson: Meter Reading OrganizationLesson: Meter Reading ProcessLesson: Special Meter Reading Functions

    Billing Master DataLesson: Billing Master Data

    Billing and InvoicingLesson: BillingLesson: InvoicingLesson: Exception Management

    Energy Data ManagementLesson: Energy Data Management

    Real Time PricingLesson: Real Time Pricing

    Budget Billing PlanLesson: Budget Billing Plan

    Contract AccountingLesson: Contract Accounts Receivable and Payable- OverviewLesson: DocumentsLesson: Account DisplayLesson: PaymentsLesson: ReturnsLesson: DunningLesson: Installment Plan