Meter Reading SAP ISU
April 13, 2017 | Author: Dipesh Kumar | Category: N/A
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DEVICE MANAGEMENT PDF download from SAP Help Portal: http://help.sap.com/saphelp_erp60_sp/helpdata/en/c6/4dc622eafc11d18a030000e829fbbd/content.htm Created on March 10, 2014 The documentation may have changed since you downloaded the PDF. You can always find the latest information on SAP Help Portal.
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TABLE OF CONTENT 1 Device Management 1.1 Technical Device and Connection Data 1.1.1 Register Group 1.1.1.1 Sample Register Relationship 1.1.2 Input/Output Group 1.1.3 Command Group 1.1.3.1 Creating Command Groups 1.1.4 Winding Group 1.1.5 Device category 1.1.5.1 Device Category Creation 1.1.5.2 Creating Device Categories in IS-U 1.1.6 Device 1.1.6.1 Device Creation 1.1.6.1.1 Inspection Relevance 1.1.6.2 Creating Devices in Plant Maintenance 1.1.6.3 Creating Devices in Inventory Management 1.2 Device Installation 1.2.1 Device Information Record 1.2.2 Device Grouping 1.2.3 Installing, Removing or Replacing Devices 1.2.4 Device Installation 1.2.4.1 Device Installation 1.2.5 Device Removal 1.2.5.1 Device Removal 1.2.6 Device Replacement 1.2.6.1 Device Replacement 1.2.6.2 Replacement of Device Group with Another Device Gr 1.2.6.3 Replacement of Device Group with Smaller Device Gr 1.2.6.4 Replacement of Device Group with Larger Device Gro 1.2.6.5 Repl. of Dev. Group with Dev. Grp with Special Tec 1.2.6.6 Replacement of Devices in a Device Group 1.2.6.7 Replacement of Device Group with Complex Device 1.2.6.8 Replacement of Complex Device with Device Group 1.2.7 Reversal of Technical Installations, Removals and Replacements 1.2.7.1 Reversing Device Installations 1.2.7.2 Reversing Device Removals 1.2.7.3 Reversing Device Replacements 1.2.8 Device Modification 1.2.8.1 Device Modification 1.2.8.1.1 Entry of Meter Reading Results During Modification 1.2.8.1.2 Allocation of Different Device Category via MM-IM 1.2.8.1.3 Allocation of Different Device Category via PM 1.2.9 Installation Structure 1.2.9.1 Device Allocation 1.2.9.1.1 Creating Device Allocations 1.2.9.2 Rate data 1.2.9.3 Register Relationship 1.2.9.4 Period consumption 1.2.9.5 Logical Register Number 1.2.9.5.1 Changing Logical Register Numbers 1.3 Meter Reading 1.3.1 Weighting Procedure 1.3.2 Extrapolation 1.3.2.1 Extrapolation for Consumption Registers 1.3.2.2 Extrapolation for Demand Registers 1.3.2.3 Extrapolation for Resetting Registers 1.3.2.4 Extrapolation with Billing Factor 1.3.2.5 Proration of Meter Readings 1.3.2.6 Extrapolation of Demand from Billing 1.3.3 Meter Reading Organization 1.3.3.1 Street Route 1.3.3.1.1 Maintain Street Route for Meter Reading Unit 1.3.3.2 Mass Changes to Meter Reading Units 1.3.4 Meter Reading Order 1.3.4.1 Meter Reading Order Creation 1.3.4.1.1 Single Order Creation 1.3.4.1.2 Mass Order Creation 1.3.4.1.3 Meter Reading Control 1.3.4.1.4 Reversal 1.3.4.2 Order Output 1.3.5 Meter Reading Result 1.3.5.1 Meter Reading Result Entry 1.3.5.1.1 Independent validations 1.3.5.1.2 Dependent validations 1.3.5.1.3 Upload 1.3.5.1.4 Fast Entry With/Without Correction 1.3.5.1.5 Single Entry 1.3.5.1.6 Correction of Plausible Meter Reading Results 1.3.5.1.7 Correction of Implausible Meter Reading Results 1.3.5.1.8 Assessing
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1.3.5.2 Estimation 1.3.5.3 Reversal 1.3.6 Monitoring 1.3.6.1 Monitoring of Meter Reading Results 1.3.6.2 Device Overview 1.4 Device Inspection 1.4.1 Device Inspection 1.4.2 Sampling Procedure 1.4.2.1 Sampling Procedure 1.4.2.1.1 Official/Internal Lots 1.4.2.1.2 Lot Compilation 1.4.2.1.2.1 Compiling Lots 1.4.2.1.2.2 Deleting Devices or Device Categories from Lots 1.4.2.1.3 Determination of Lot Devices 1.4.2.1.4 Drawing of Sample Devices 1.4.2.1.4.1 Drawing Sample Devices 1.4.3 Periodic Replacement 1.4.3.1 Creation of Periodic Replacement Lists 1.4.3.2 Work Order or Notification Creation 1.4.3.3 Work Order Printout 1.4.4 Certification 1.4.4.1 Certification 1.4.4.2 Seal Extension 1.4.5 Recording Device Inspection Data in Quality Management
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1 Device Management Purpose This component manages technical data, installations, meter readings, and the inspection of devices.
Integration The following table lists the standard R/3 application components that must be integrated into device management before you can manage devices. The device, device category, and device number in the Utilities Industry (IS-U) component correspond to equipment, material, and the serial number in the standard system: Names in IS-U and the standard system Name in IS-U
From component
Name in standard system
Device
Plant Maintenance
Equipment
(PM) Device category
Logistics Basic Data
Material
(LO-MD) Device number
Logistics Basic Data
Serial number
(LO-MD) The device number is created in MM with the function Goods Receipt. At the utility company, the device is labeled with this number. The device number can also be generated when you create a device in IS-U. The device is identified by a unique material and serial number combination to distinguish it from other pieces of material that may have the same serial number. The equipment number is the same throughout the whole system.
Integration of IS-U with MM, LO and PM
MM is also used for the following functions in device flow: MM Functions for Device Flow Function
Component
Procurement
Purchase Requisition
and Purchase Order from (MM-PUR) Delivery
Goods Receipt
from Inventory Management (MM-IM) Outward movement (such as scrapping or sales)
Goods Issue and Return Delivery
from MM-IM
Stock transfer
Goods Issue and Return Delivery
from MM-IM
Equipment records are created automatically at goods receipt. Therefore, functions of the PM application component are used, including standard ordering functions and creation of maintenance plans or task lists. Billing is then carried out with the Sales and Distribution (SD) application component. For more information, see: PM: Equipment LO-MD: Material Master Serial Number Management MM-PUR: Purchase Requisitions Purchase Orders MM-IM: Planning Goods Receipts Goods Receipts for Purchase Orders Goods Receipts for Orders Other Goods Receipts Goods Issues Transfer Postings and Stock Transfers
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1.1 Technical Device and Connection Data Purpose This component manages technical and connection data of devices:
A connection may be the input and output of a transformer, for example. This type of connection should not be confused with the connection of a connection object to the supply line.
1.1.1 Register Group Purpose This component groups together the registers of one device category or one device, including technical data (such as number of digits and type of display) and billing data (such as rate usage type). Registers meter consumption and demand. Registers can be actual physical devices or displays in electronic devices.
Features You can manage registers of different division categories in one register group. You can allocate a main division category to the register group. At least one register of the register group must be in the main division category.
1.1.1.1 Sample Register Relationship Use This function allows you to allocate a sample register relationship to a register group.
Features You have the following options when using this function: You can create several sample register relationships for each register group. You can use any sample register relationships possible within a register group. When you install devices you can adopt the sample register relationships of the register group and create them as functional register relationships. If you change an existing sample register relationship, there is no effect on installed devices. Processing and checks are the same as those for normal Register Relationships.
1.1.2 Input/Output Group Purpose This component groups together the inputs and outputs of a device category or device and provides technical data of these devices. Inputs and outputs are interfaces for devices. Remote meters have several pulse inputs and a modem interface.
1.1.3 Command Group Purpose This component allows you to define commands and group them together. A command is a signal sent by the utility company that triggers a switching procedure in a ripple control receiver.
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For example, the command group for street lights might consist of the commands switch-on, decrease demand, and switch-off.
1.1.3.1 Creating Command Groups Prerequisites You have created the appropriate commands for the command group.
Procedure To create a command group choose Utilities industry → Command/comm. group → Create command group
1.1.4 Winding Group Purpose This component groups together windings of one device or device category. Windings define the transformation ratio (of transformers, for example) and are divided into primary and secondary windings. A winding group contains at least one primary and one secondary winding. You can define a text field for the winding demand in Customizing under Define Winding Demand. You can deactivate checks for maximum current and voltage in Customizing. To do this, go to Technology → Winding Group → Define System Parameters for Winding Groups.
Implementation considerations This component is optional. It is only required if you use transformers.
1.1.5 Device category Purpose This component manages device categories. Each device belongs to a certain device category. The device category groups together all devices with similar features (for example, price class, register group, or certification data). The various device categories can then be allocated to the following basic device categories: Meter Transformer Audiofrequency ripple control receiver Remote meter Counter Corrector Pressure regulator Sensor Other One device category can also be a combination of different device categories.
Integration The device category corresponds to the material in the Logistics Basic Data (LO-MD) application component. For more information, see LO-MD: Material Master Serial Number Management
1.1.5.1 Device Category Creation Use This function allows you to create device categories in the Utilities Industry (IS-U) component.
Integration This function is integrated with the application components Logistics (L0) and Materials Management (MM). The IS-U device category is an extension of the Material master in the Basic Logistics Data (LO-MD) application component. You maintain the material master in the Materials Management (MM) application component.
Features
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You have the following options for creating a device category: You can create the material master in MM first. When you do this, a material master for IS-U is automatically created in the background. Subsequently, you must extend this material master in IS-U as a device category with IS-U-specific data. You can only create the material master as a device category in IS-U. When you do this, a smaller version of the material master is created automatically in the background for MM. However, this material master does not allow you to use all of the functions of MM. If you want to use all of the MM functions available, you must extend the material master you created in IS-U later in MM.
If you use MM, we recommend the first option above.
Prerequisites You have maintained the following in IS-U: Register groups Input/output groups Command groups Inspection point groups (optional) Winding groups (only required for transformers)
1.1.5.2 Creating Device Categories in IS-U Procedure 1. Choose Utilities industry → Device management → Technology → Device category → Create. You branch to the initial screen for creating device categories. 2. Enter the required data and choose a basic device category to be allocated to the device category. Chose Continue. If a material exists for the device category specified, you branch to the screen Create Device Category: General Data. Go to step 3. If no material exists for the device category specified, the Create MM Material dialog box appears. Here you can create a material in MM in the background. Processing is then continued on the next screen for device category maintenance. 3. Enter further data for the device category and if necessary add additional basic device categories. Save your data. You branch to the initial screen for creating device categories.
Result The device category was created in IS-U. In addition, a material master was created in the background. If you want to use all of the MM functions available, you must extend the material master you created in IS-U in MM.
1.1.6 Device Purpose This component manages the devices of a utility company. Devices can: Meter Control (such as audiofrequency ripple control receivers) Process data (such as correctors) Protect or adjust (such as pressure regulators)
Integration A device corresponds to a piece of equipment in the Plant Maintenance (PM) application component. It is uniquely identified in the system by: The equipment number in PM The combination of serial number and material number in the Logistics Basic Data (LO-MD) application component
The serial number is identical to the device number in the Utilities Industry (IS-U) application component and is labeled on the device. The material number is identical to the device category number in IS-U. For more information, see: Technical Objects (PM-EQM): Equipment Logistics Basic Data (LO-MD): Material Master Serial Number Management Purchasing (MM-PUR):
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Purchase Requisitions Purchase Orders Inventory Management (MM-IM): Planning Goods Receipts Goods Receipts for Purchase Orders Goods Receipts for Orders Other Goods Receipts Goods Issues Transfer Postings and Stock Transfers
1.1.6.1 Device Creation Use This function allows you to create devices in the Utilities Industry (IS-U) component. For each device, a master record with IS-U-specific data is created in addition to a corresponding piece of equipment in the Plant Maintenance (PM) application component.
Integration This function uses many functions from the Plant Maintenance (PM) application component.
Prerequisites You have created the appropriate device category for the device.
Features You can create devices In IS-U via the Technical Device and Connection Data (IS-U-DM-TD) component. You do this by using the Create material serial number function in PM that was enhanced for IS-U. The device is only created as a piece of equipment, but the material stock in the Inventory Management (MM-IM) application component is not updated. You can create several devices simultaneously via list editing. In MM-IM via goods receipt You can create any number of devices with different device categories. The material stock is updated accordingly. You can assign any default entries to the fields in the Create IS-U data dialog box, which appears when you create a device. To do this, use function module EXIT-SAPLE10R_002 in enhancement EDME10L1. You can now use function module EXIT_SAPLIPW1_008 from enhancement IQSM0008 when you create a material serial number and equipment. This means that every time you create a device, the corresponding combination of material and serial number undergoes further user-defined checks.
1.1.6.1.1 Inspection Relevance Use You use this function to determine whether a particular device, such as an external device, is to be included in a Sampling Procedure.
Prerequisites You have established settings for inspection relevance in Customizing. To do this, go to Utilities Industry → Device Management → Inspection → Sampling Procedure → Define Inspection Relevance of Devices.
1.1.6.2 Creating Devices in Plant Maintenance Prerequisites The appropriate device category for the device has been created.
Procedure
To create several devices at once in the Plant Maintenance application component, choose Utilities → Device management → Technology → Device →List editing → Create. 01. Choose Utilities industry → Device management → Technology → Device → Create. You branch to the initial screen for creating material serial numbers. Enter the material number, and if necessary the serial number and the equipment category used for IS-U devices. Chose Continue. The Enter IS-U data dialog box appears. Enter the required data. Choose Transfer.
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You branch to the screen Create material serial number: IS-U data. Enter the required data. Save your data.
Result The device has been created as a piece of equipment in the Plant Maintenance application component.
The material stock of the Inventory Management (MM-IM) application component was not updated.
1.1.6.3 Creating Devices in Inventory Management Prerequisites The appropriate device category for the device has been created.
Procedure 1. Choose one of the following menu paths: Utilities industry → Device management → Technology → Device → Inventory management Logistics → Materials management → Inventory management
2. Choose Goods movement → Goods receipt and select the appropriate type of goods receipt. You branch to the initial screen for entering goods receipts.
The type of goods receipt you choose depends on your processing steps up until now. For example, if you have created an order for the devices to be created, choose Goods receipt → For order. Alternatively, you can choose Goods receipt → Other. 3. Enter the required data. Chose Continue. You branch to the screen for entering new goods receipt items. 4. Enter the material, the quantity and if necessary other data. Chose Continue. The Maintain serial numbers dialog box appears. a. Choose Create serial number automatically or enter the number manually. Choose Previous screen. You branch to the Enter IS-U data dialog box. b. Enter the required data. Choose Copy. You branch to the screen where you can perform collective processing for goods receipt entry. From the Enter IS-U data dialog box your branch to the classification system, which enables you to classify devices according to your own criteria. Choose Classification. 5. Save your data. You can now enter further devices as above. Result The device has been created as a piece of equipment in the Plant Maintenance application component. The material stock of the Inventory Management (MMIM) application component was not updated.
1.2.4.1 Device Installation Purpose This component allows you to do the following: · Install, remove, and replace devices You establish or terminate a link between a device and a device location (technical view) and an installation (billing view). You can override certain system parameters defined by SAP for installation, removal or replacement. Establish settings as required in Customizing. To do this, choose Device Management → Installation → Basic Settings → Define System Parameters for Installation/Removal/Replacement. · Create device groups · Change rate data and technical data of devices that are already installed in a utility installation.
Integration You can use the IDoc ISU_DEVICE_CHANGE to transfer data from external systems to the work process. You can enter one meter reading result per action. It is currently not possible to process multiple meter readings.
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If a meter reading is implausible, IDoc processing is not canceled. You can correct the reading. For more information, see Correction of Implausible Meter Reading Results. To transfer meter reading results to workflow for further processing, use the role ISU_MREADER for the agent. Further information on IDocs: · For general information, see IDoc Interface/Electronic Data Interchange · For detailed information, see
Using Documentation Tools
Here you determine which documentation you can display for a certain IDoc.
You can integrate functions for transferring devices prior to installation or after removal into device installation, removal and replacement. You have the following options: · Installation and removal You can enter the target plant and storage location as well as the movement type on the initial screen. · Device replacement You can enter goods movement data (target plant and storage location and movement type) for device removal and installation. You can also enter other data such as the cost center.
To activate these functions, you have to define parameter GOODSMVMT in Customizing under Installation → System Parameters for Installation/Removal/Replacement. Device installation, removal, and replacement now contains the following enhancements: · EDMD1001 (user-defined default values for installation, removal and replacement) This enhancement allows you to define default data for input parameters. · EDMD1001 (user-defined checks for installation, removal and replacement) This enhancement allows you to implement your own input checks.
1.2.1 Device Information Record Definition The device information record is an object in the IS-U system that enables the system to perform billing-orientated functions.
Use When carrying out billing functions, the complete IS-U Device Management (IS-U-DM) does not have to be used. Instead, you can create a device information record that only manages device data required for billing, for example, rate data, device allocations, register relationships and maintenance of logical registers.
Integration There is no longer a connection to Plant Maintenance (PM). Communication with other systems, such as importing consumption data, takes place via the point of delivery.
1.2.2 Device Grouping Purpose In this component you can group together devices that form a logical unit. All devices in a device group must currently either be installed or not installed. If you install or remove a device in a device group, all other devices in the group are automatically drawn for removal or installation. This ensures that devices that belong together are not accidentally installed or removed. You must confirm the replacement of each device in a device group.
Implementation considerations This component is optional. You should create a device group if, for example, Current and voltage transformers are placed into transformer groups, resulting in a certain transformation ratio. Two water meters are installed together as one integrated water meter.
Features You can: Maintain and display the history of the device group When you do this, you can change the current time slice. You can decide whether the device group is to be prorated to the change date, that is, whether you wish to start a new time slice. You can display change documents and creation data. Inspect the device group The system checks the device group for general and special restrictions. For more information, see the online help for the following fields: Device group Group type Group category Terminate the device group. When you terminate a device group, all devices are removed from the group. The device group is empty and can be used for new devices.
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Delete the device group. When you delete a device group, it is deleted from the system entirely.
1.2.3 Installing, Removing or Replacing Devices Procedure Installing, removing or replacing a single device Enter your device (enter both devices in the case of a replacement). Enter the required data on the screen for either installation, removal, or replacement. Save your data.
Installing, removing or replacing a device from a device group 1. Enter a device from the group on the initial screen. If you are replacing a device, enter a device from each group. a) Choose Enter. The rest of devices of the group are display in the worklist. b) Choose Enter. 2. Process the work list. 3. Enter the required data for each device on the screen for either installation, removal, or replacement. 4. Save your data.
Installing, removing or replacing several devices Do not enter a device, device category or division. Enter the devices in the worklist or set the Rem. (removal) indicator. Process the work list. Enter the required data for each device on the screen for either installation, removal, or replacement. Save your data.
1.2.4.1 Device Installation Purpose In this component you can enter an initial or additional installation of a device in different ways. In the case of a technical installation, a device is linked to a device location. In the case of a billing-related installation, the device is linked to a utility installation. A device must first be installed in a device location before it can be allocated to several installations. Full installation enables you to link a device to both a device location and a service installation in one step. You can reverse a technical installation. For more information, see Reversal of Technical Installations, Removals and Replacements
Features Installation includes the following functions: Allocation of devices (e.g. transformer to meter) Entry of periodic consumption Entry of meter readings recorded at the time of installation Creation of register relationships Adopting Sample Register Relationships
You can define a default measured pressure for technical installation. To do this, you have to establish settings in Customizing under Device Management → Installation → Basic Settings → Define System Parameters for Installation/Removal/Replacement and Contract Billing → Special Functions → Gas Billing → Volume Correction Factor → Measured Pressures → Define Measured Pressures.
1.2.4.1 Device Installation Purpose You can install devices in the following ways: Technical installation only, for example if a meter is not to be billed. This would apply in the case of a control meter or a meter that belongs to the utility company. First technical, then billing-related installation, for example if Meters in an apartment building are installed first and assigned to apartments later Both steps are carried out by different agents One technical installation and several billing-related installations. This would apply in the case of a pressure regulator or an ARCR that controls several
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installations. Full installation, as in the case of a single-family home.
Prerequisites When you enter the device installation, the device must not have been modified or changed in the system after the actual installation date. The entry in the system must correspond to the actual history of the processes.
You enter the installation on 10/12. The installation took place on 10/08. A device modification or a change to the device data may not have been entered after 10/08. You must perform a technical installation before you can perform a billing-related installation. In the case of technical installations, the same prerequisites apply as for the installation of a piece of equipment ( Device) in a functional location (
Device location) in the Plant Maintenance application component.
For more information see the following in the Technical Objects (PM-EQM) application component:
Functional locations Equipment Equipment at Functional Locations
Process flow Device installation includes the following phases: 01. An installation order for a device or a device group is created in the Service Management (PM-SMA) application component. This may result from a company requirement (such as a switching change) or an external requirement (new connection), 02. The installation order is executed and returned. 03. The removal of the device is entered in IS-U. Here the device always undergoes a technical installation and if it is to be billed, it undergoes a billing-related installation. For more information, see Installing, Removing, and Replacing Devices Note the following: 01. If the device belongs to a device group, the entire device group must be installed in the case of technical installations and full installations. 02. In the case of technical and full installations you have to change the register group configuration. Those registers are proposed for which the PR (Propose register during installation/replacement) field has been selected. You can change the register configuration in Customizing under Change Register Configuration. You can the select any register in the register group.
Result Technical installation The device is installed in the device location. This corresponds to the installation of a piece of equipment in a functional location.
This enables you to use all PM functions for installed equipment. The system stores technical data for the register. Device relationships may have been created and a device location is created.
Billing-related installation The device is allocated to an installation for billing. The system creates billing-related data for the device and registers of the installation. The device can be billed.
Full installation The device is installed in the device location with respect to technical data The device is allocated to an installation for billing.
1.2.5.1 Device Removal Purpose You use this component to enter removal of devices. As in the Installation (IS-U-DM-DI-IN) component, removal is divided into technical removal, billing-related removal, and full removal. All rate data and relationships with other devices are prorated to the removal date (meaning the time slice ends). However, the data can still be traced. Reference values are not prorated automatically. They can be manually prorated or deleted, however. You can reverse a technical removal. For more information, see Reversal of Technical Installations, Removals and Replacements
Features You must enter the meter reading recorded upon removal if a reading was not entered already for that date. A device may lose lot membership or certification regardless of the activity reason. For more information, go to Customizing and choose Device Management → Installation → Basic Settings → Define System Parameters for Installation/Removal/Replacement.
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1.2.5.1 Device Removal Purpose You can install devices in the following ways: Technical removal only, if a device (such as a control meter) has undergone technical installation only. Billing-related removal only, if a device in an installation is no longer to be included in billing First billing-related and technical removal later, for example if billing and technical areas in a utility company are managed by different employees. One billing-related and several billing-related removals. This would apply in the case of a pressure regulator or an ARCR that controls several installations. Full removal, for example in the case of a single-family home that is dismantled.
Prerequisites When you enter the removal, the device must not have been modified or changed in the system after the actual removal date. The entry in the system must correspond to the actual history of the processes.
You enter the removal on 10/12. The actual removal took place on 10/08. A device modification or a change to the device data may not have been entered after 10/08. Before a technical installation can be performed, The device must not have already undergone billing-related installation on the removal date The device must not control any other device No register of the device may be part of a register relationship that is automatically terminated In the case of technical removals, the same prerequisites apply as for the removal of a piece of equipment ( Device) from a functional location (
Device location) in the Plant Maintenance (PM) application component.
For more information see the following in the Technical Objects (PM-EQM) application component:
Functional Locations Equipment Equipment at Functional Locations
Process flow Device removal includes the following phases: 01. A removal order is created for a device or a device group in the Service Management (PM-SMA) application component. This results from a company requirement (such as the dismantling of an object) or an external requirement (new connection). 02. The removal order is executed and confirmed. 03. The removal of the device is entered in IS-U. For more information, see Installing, Removing, and Replacing Devices
If the device belongs to a device group, the entire device group must be removed in the case of technical and full removals. If the last meter is removed from a device in an installation with a valid contract, the system issues either a warning or an error, depending on how you define system parameters for installation/removal/replacement.
Result Technical removal The device is removed from the device location. This corresponds to the removal of a piece of equipment from a functional location. The system prorates the technical data of the registers.
Billing-related removal The system terminates billing-related allocation of the device to the installation. The system prorates the billing-related device and register data of the installation
Full removal The device is removed from device location with respect to technical data The system terminates all billing-related allocations of devices to installations.
Device Replacement Purpose PUBLIC © 2013 SAP AG or an SAP affiliate company. All rights reserved.
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This component allows you to enter the replacement of a device by another device with the same function from the same or similar device category. A device is replaced instead of being both removed and installed if the following data is to be transferred to the new device: · Rate data · Register relationships · Device relationships · Register-related periodic consumption · Disconnected status
You can reverse a technical installation. For more information, see Reversal of Technical Installations, Removals and Replacements
Implementation Considerations This component is optional because you can also replace a device with the Installation and Removal (ISU-DM-DI-IN or OU) components. However, if you use these components, all links and register relationship are deleted. Therefore, it is often much easier to replace a device. For example, a replacement is necessary if an installed device is damaged or if it is to be certified with the Device Inspection (ISU-DMIS) component.
Integration You can transfer data to external systems using IDoc ISU_RPL_ORDER. Further information on IDocs: · For general information, see IDoc Interface/Electronic Data Interchange · For detailed information, see
Using Documentation Tools
Here you determine which documentation you can display for a certain IDoc.
You can use enhancement EDMEG901 to change the predefined order and notification codes when work orders or notifications are created.
Features In the case of a replacement, you can enter meter readings recorded at the time of installation or removal. A device may lose lot membership or certification regardless of the activity reason. For more information, go to Customizing and choose Device Management → Installation → Basic Settings Define System Parameters for Installation/Removal/Replacement.
1.2.6.1 Device Replacement Purpose This process enables you to replace devices.
You replace a double-rate meter as part of a periodic replacement or due to damage. You can replace devices that have different measuring types. However, you may have to change the measuring types in the device allocation data.
Prerequisites When you enter the replacement, the device must not have been modified or changed in the system after the actual replacement date. The entry in the system must correspond to the actual history of the processes.
You enter the installation on 10/12. The installation took place on 10/08. A device modification or a change to the device data may not have been entered after 10/08. The same prerequisites apply to the device to be removed as to the removal of a piece of equipment ( Device) from a functional location ( Device location) in the Plant Maintenance (PM) application component. The same prerequisites apply to the device to be installed as to the installation of a piece of equipment (device) in a functional location (device location) in the Plant Maintenance application component. For more information see the following in the Technical Objects (PM-EQM) application component: Functional Locations Equipment Equipment at Functional Locations
Process flow Device replacement includes the following phases: 01. A replacement order is created for a device or a device group in the Service Management (PM-SMA) application component. This may result from a company requirement (such as a switching change) or an external requirement (such as a change in use of the object). 02. The replacement order is executed and confirmed. 03. The replacement of the device or of all devices in a device group is entered in IS-U.
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For more information, see Installing, Removing, and Replacing Devices
There are different replacement scenarios for device groups, such as Replacement of a device group with another device group. Note that replacement orders can only be created for single devices. This means that if the device belongs to a device group, the other devices are not transferred to the order automatically as additional items. The system automatically checks and prorates the attributes (such as measured pressure, billing factor, or command) of existing device allocations. A message is displayed if the system cannot check attributes automatically. You can go directly to the device allocation and check attributes manually. To do this, choose Goto → Device allocations.
Result The new device adopts all relationships of the old device. If device categories of the devices do not match, it is possible that individual relationships were prorated.
1.2.6.2 Replacement of Device Group with Another Device Group Purpose This process can be used for replacing one transformer group with another transformer group, for example.
Process flow Device group A is replaced with device group B. In this case, the devices to be installed adopt the tasks of the devices to be removed. Replacement of a device group with another device group
1.2.6.3 Replacement of Device Group with Smaller Device Group Purpose You can use this process to replace three devices in a meter board with two devices, for example.
Process flow Device group A is replaced with device group B, which contains few devices. The devices to be installed, 1b and 2b, take on the same tasks as the 1a and 2a, the devices to be removed. Device 3a is only removed. Replacement of device group with smaller device group
1.2.6.4 Replacement of Device Group with Larger Device PUBLIC © 2013 SAP AG or an SAP affiliate company. All rights reserved.
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1.2.6.4 Replacement of Device Group with Larger Device Group Purpose You can use this process to replace two devices in a meter board with three devices, for example.
Process flow Device group A is replaced with device group B, which contains fewer devices. The devices to be installed, 1b and 2b, take on the same tasks as the 1a and 2a, the devices to be removed. Device 3b is only installed with respect to technical data. Replacement of device group with larger device group
1.2.6.5 Repl. of Dev. Group with Dev. Grp with Special Tech. Inst. Purpose You can use this process to install devices with different tasks in a meter board, for example.
Process flow Device group A is replaced with device group B. The devices to be installed, 1b and 3b, take on the same tasks as the 1a and 3a, the devices to be removed. Device 2a is only removed because the device to be installed, 2b, has another task.
Devices 1a and 1b are active current meters, devices 3a and 3b are watt meters. The device to be removed (2a) is an ARCR, but the device to be installed (2b) is a demand meter. Replacement of device group with device group with special technical installation
1.2.6.6 Replacement of Devices in a Device Group Purpose This process can be used for replacing an audiofrequency ripple control receiver in a meter board, for example.
Process flow A device is replaced within device group A. The device to be installed (4a) has the same task as the device to be removed (1a). Device 4a is now part of the device group. Devices 2a and 3a are not affected. Replacement of devices within a device group
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1.2.6.7 Replacement of Device Group with Complex Device Purpose This process can be used for replacing a meter board with a complex meter, for example.
Process flow Device group A is replaced with complex device 4. In this case, the device to be installed (4) has the same functions as the devices to be removed. Replacement of device group with complex device
1.2.6.8 Replacement of Complex Device with Device Group Purpose This process can be used for replacing a complex meter with a meter board, for example.
Process flow Complex device 4 is replaced with device group A. The tasks of the complex device are transferred to the individual devices of the device group. Replacement of complex device with device group
1.2.7 Reversal of Technical Installations, Removals and Replacements Use You use this function to reverse a technical installation, removal or replacement. If you carried out both a billing-related and a technical installation, removal or replacement, see also: Reversing Device Removals Reversing Device Installations Reversing Device Replacements
Prerequisites The device must not have been installed for billing, that is, it must not be allocated to an installation.
Features Full installation, removal or replacement This function does not make changes to the data of the following objects: Register relationships and reference values Statistics records Device allocations for controlling devices Blocked devices Device groups
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The reversal does not take into account any device transfers you have carried out.
Reverse Installation When you perform an installation reversal, the following is changed: Technical installation in the Utilities Industry (IS-U) and Plant Maintenance and Service Management (PM) components are canceled. A removal is carried out in PM at the time of installation. The allocations of controlled devices (such as those controlled by ripple control receivers) are terminated. The device location that you created during installation is not deleted.
Reverse Removal A removal reversal results in the termination of a technical removal in the Utilities Industry (IS-U) and Plant Maintenance (PM) components. An installation is carried out in PM at the time of removal.
Reverse Replacement A reversal replacement results in the termination of a device replacement in the Utilities Industry (IS-U) application component In the Plant Maintenance and Service Management (PM) component, the old device is automatically re-installed and the current device is removed.
1.2.7.1 Reversing Device Installations Use This procedure enables you to cancel device installations
Prerequisites You have executed a device installation that you want to cancel.
Procedure 01. Remove the device (billing-related removal) from all utility installations for each installation date. You can find the installation dates under Utilities Industry → Device Management → Device Installation → Installation Structure → Rate Data or Utilities Industry → Device Management → Technology → Device. Terminate any device allocations or relationships you have created. Reverse the installation. The device has now been technically removed. If necessary, perform a stock transfer for the device removed. To do this, choose Utilities Industry → Device Management → Technology → Device → Device Transfer via Serial Numbers or Device → General Inventory Management → Goods Movement → Transfer Posting.
Result The device installation has been fully reversed. The device now has the status Removed again.
Example Initial Situation Device D1 is technically installed at device location DL1 on the 01.01.2000. A billing related device installation of device D1 is performed at installation 1 (Inst.1) on the first of February 2000. A billing related device installation of the device D1 is performed at installation 2 (Inst.2) on the tenth of February 2000.
Reversing Device Installations: You want to reverse the device installation. Proceed as follows: 01. Execute a billing-related device removal of device D1 from installation 2 for the tenth of February 2000.
You have now reversed the billing-related installation in installation 2. 02. Execute a billing-related device removal of device D1 from installation 1 for the first of February 2000.
You have now reversed the billing-related installation in installation 1. 03. Reverse the installation.
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1.2.7.2 Reversing Device Removals Use This procedure enables you to cancel device removals.
Prerequisites You have carried out a device removal that you want to reverse. You must reverse any stock transfers you have carried out. The device must be available. To do this, choose Utilities Industry → Device Management → Technology → Device → Device Transfer via Serial Numbers or Device → General Inventory Management → Goods Movement → Transfer Posting.
Procedure Perform the removal reversal. The device has now been technically installed. Create any device allocations or relationships you may have terminated. Install the device ( billing-related installation) in all installations on the removal date. You can determine the removal date in the following way: Go to the Utilities Industry menu and choose Device Management > Installation > Installation Structure > Rate Dates or Go to the Utilities Industry menu and choose Device Management > Technology > Device in the Removal Date field.
Result The device removal has been fully reversed (technically and billing-related. The device is installed.
Example Initial Situation
Device D1 was fully removed on the 10 February 2000; this means both technically removed from device location DL1 and billingrelated from installations 1 and 2.
Reversing Device Removals: You want to reverse the device removal. Proceed as follows: 01. Reverse the technical removal from device location DL1 for the 10 February 2000.
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02. Perform a billing-related device installation of device D1 in the installation 1 (Inst.1) for February 10, 2000. 03. Perform a billing-related device installation of device D1 in the installation 2 (Inst.2) February 10, 2000.
1.2.7.3 Reversing Device Replacements Use This procedure enables you to reverse device replacements.
Prerequisites You have carried out a device replacement that you want to reverse. You must reverse any stock transfers you have carried out. The device must be available. To do this, choose Utilities Industry → Device Management → Technology → Device → Device Transfer via Serial Numbers orDevice → General Inventory Management → Goods Movement → Transfer Posting.
Procedure 1. Perform a billing-related removal for the installed (replaced) device from all installations on the device replacement date or each installation date. You can determine the installation date via the Utilities Industry menu under: Device Installation → Installation → Installation Structure → Rate Data or Utilities Industry → Device Management → Technology → Device.
2. Terminate any device allocations or relationships you have created for the newly installed device. 3. Perform the replacement reversal. The new device is technically removed and the old device is technically installed. 4. Establish any device allocations or register relationships you require for the re-installed device 5. Execute a billing-related installation for the re-installed device in all installations on the device replacement date or on each removal date. 6. Perform a stock transfer for the device removed. 7. Perform a stock transfer for the device removed.
Result The replacement has been fully reversed. The device now has the status Installed again.
Example Initial Situation · Device D1 is technically installed in the device location DL1 on the January 01, 2000. · A billing related device installation of device D1 is performed in installation 1 on February 01, 2000. · A billing related device installation of device D1 is performed at installation 2 on February 10, 2000. · Replace device D1 with device D2 on March 01, 2000.
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This replacement corresponds to a billing-related installation of device D2 on the 01 of March 2000 in device location DL1 and the installations Inst.1 and Inst.2.
This produces the following results for March 01, 2000:
Reversing Device Replacements: You want to reverse the device replacement. Proceed as follows: 1. Execute a billing-related device removal of device D2 from the Inst.2 installation on March 01, 2000. You have now reversed the billing-related installation of device D2 in the installation Inst.2 on March 01, 2000.
2. Execute a billing-related device removal of device D2 from the Inst.1 installation for March 01, 2000. You have now reversed the billing-related installation of device D2 in the installation (Inst.) 1 for March 01, 2000.
3. Reverse the device replacement.
This produces the following results for March 01, 2000:
4. Perform a billing-related device installation of device D1 in installation 1 for March 01, 2000. 5. Perform a billing-related device installation of device D1 for March 01, 2000 in installation 2.
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1.2.8.1 Device Modification Purpose You use this component to enter changes to a device. You can modify warehouse devices and devices installed in the grid. If devices are already installed in the grid, the installation structure is adjusted as necessary.
Implementation considerations This component is optional. You can use it for resetting device parameters as well as reprogramming, modifying, and reconnecting devices. Examples of modification include: Changing the register configuration of a device Using a different winding of a transformer
Features Modification includes the following functions: Changing the device master data (such as register group or input/output group) Changing set values (such as measured pressure or the command group) Changing device-specific gas data (such as the altitude correction pressure)
1.2.8.1 Device Modification Use This function allows you to change device data and register data. This function does not allow you to change device categories, however.
Prerequisites Note the following: The contract for the installation of the device must not have been billed before the modification date. When you enter the modification, the device must not have been modified or changed in the system after the actual modification date. The entry in the system must correspond to the actual history of the processes.
You enter the modification on 10/12. The installation took place on 10/08. A device modification or a change to the device data may not have been entered after 10/08. Special prerequisites for modification Activity
Prerequisites
Change device data of current time slice
The device has undergone technical removal.
Change technical data of registers in any time slice
The device has undergone technical installation.
Activities If you have changed technical register data, you must enter meter reading results for the corresponding registers. To allocate another device category (material) to the device, go to one of the following application components, depending on where the device is managed: Inventory Management (MM-IM) Plant Maintenance (PM) If you modify an installed device in the current time slice, you can change the device’s register allocation during the modification. If parameters such as the measured pressure or the billing factor were changed for a device in a device allocation, the device allocations are adjusted as necessary. A message is displayed if the automatic adjustment is not possible. You can go directly to the device allocation and check and adjust the attribute manually. To do this, choose Goto → Device allocations. If data of registers in register relationships has changed, you can branch to register relationship maintenance and adjust the data.
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1.2.8.1.1 Entry of Meter Reading Results During Modification Prerequisites You have changed the technical register data.
Procedure Choose Utilities industry → Device management → Meter reading → Entry of meter reading results → Single entry.
1.2.8.1.2 Allocation of Different Device Category via MM-IM Prerequisites The device you wish to modify is maintained in the Inventory Management (MM-IM) application component.
Procedure Choose Logistics → Materials management → Inventory management. Choose Goods movement ® Transfer posting
You branch to the screen for entering transfer postings. Enter movement type 309 (transfer posting material to material). You must also enter a storage location and a plant. Chose Continue.
You branch to the screen for entering new transfer posting items. Here you can carry out all transfer postings. Result A different device category (material) has been allocated to the device.
1.2.8.1.3 Allocation of Different Device Category via PM Prerequisites The device you wish to modify is not maintained in the Inventory Management (MM-IM) application component.
Procedure Choose Logistics ® Plant maintenance ® Technical Objects Choose Serial numbers →Change and enter the serial number. Chose Continue. Choose Serial data and then Edit ® Change material no. The Change material serial number dialog box appears. Enter the new material. Chose Continue. You may be notified of the system status of the device (piece of equipment). Save your data.
Result A different device category (material) has been allocated to the device.
1.2.9 Installation Structure Purpose You can use this component to manage technical and billing data as well as period consumption of devices.
Features Technical data Device allocations describe dependencies of devices with other devices, such as meters controlled by ripple control receivers or a group of transformers connected to a meter. · Register relationships describe the relationships between registers. The registers can belong to different contracts. The following relationships are taken into account when creating a meter reading order: Allocation of active registers to reactive registers for calculating the cosine phi -
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Serial switching of several registers (primary/secondary meter relationships) Linking of registers to different usage types (on-peak/off-peak check) Control relationships Special relationships for allocating thermal gas factors Logical registers describe the allocation of a certain task to a register and are most important in device replacement. The register of the old device must have the same logical register number as the register of the new device because billing data is copied to the new register the billing component must recognize which register is to take over the role of the old device (especially in the case of demand values)
Billing data Rate data is dependent on the installation and therefore can only be maintained if the device is allocated to an installation. You can maintain rate data such as: The relevance of a register to billing The rate type of a register The price class
Period consumption The period consumption is used to determine the expected meter reading of a register for a certain date if meter reading results Are not yet available, such as in the case of initial data creation Cannot be used, for example if there is a change of tenant Are to be ignored, for example if the customer has a complaint regarding budget billing
1.2.9.1 Device Allocation Use This function enables you to allocate devices to one another and store additional attributes. A distinction is made between controlled devices, such as meters, and controlling devices, such as a transformer switched in series.
Integration You usually define device allocations on the initial screen for device installation. The device allocation is terminated if one of the devices undergoes a technical removal.
Prerequisites The devices to be allocated to one another must have undergone a technical installation and have certain characteristics depending on the allocation type. Only water or gas meters or pressure regulators may be part of a pressure regulator allocation. Only meters that measure indirectly can be in a transformer allocation.
Features Device allocation is historical. Time slices in periods that have already been billed can no longer be changed. These time slices can only be displayed. However, you can divide one time slice into two slices and maintain them.
Time slice: 01/01/1996 to 12/31/1999 Period already billed: 01/01/1996 to 12/31/1999 The time slice is divided into two time slices: 01/01/96 to 12/31/1996 and 01/01/1997 to 12/31/9999. The unlimited time slice is not in the period billed and therefore can be maintained. It is also possible to define an allocation without an allocated device in order to store the attributes of the device allocation. For example, measured pressure can be stored in a pressure regulator allocation although the pressure regulators do no exist in the system. The attributes measured pressure for the pressure regulator allocation or billing factor for transformer allocations are relevant to billing and mandatory for gas meters or meters that do not measure directly. Device allocations can be defined at the register or device level of the controlled device. Metering devices (meaning devices with registers) are allocated at the register level. Devices without registers are always allocated at the device level. The controlling device is always entirely allocated to the controlled device. It is possible that a controlling device (such as a ripple control receiver) has been replaced during the time slice of the device allocation. In this case, the device that is valid at the beginning of the time slice is displayed. You must also set the TM indicator (device not valid for the entire period). You can double-click on this indicator to display the valid devices with corresponding validity periods. You can also display these devices by selecting the appropriate line and choosing Extras → History . It is also possible to define your own allocation types. To do this, you add new entries to the table of allocation types. These allocations are not relevant to billing, however.
Activities When you maintain billing-relevant device allocations, you must enter meter readings for the devices. In the case of sub-annual changes, you must enter meter readings manually.
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1.2.9.1.1 Creating Device Allocations Prerequisites The devices have undergone a technical installation. You now wish to maintain device allocations.
Procedure Choose Device installation → Installation structure → Device allocations → Maintain You branch to the initial screen. Choose a device location, installation or controlled device. You can only choose an installation here if the controlled device has been allocated to an installation. You can choose whether the data is to be restricted to the key date or whether the time slice valid for the key date is to be displayed.
An allocation already exists for the device in the unlimited time slice starting on January 1, 1998. If you execute this function for the key date March 1, 1998 and choose the Prorate indicator, you branch to the new, unlimited contract starting on March 1, 1998. The existing time slice is divided into two time slices, one ending on February 28 and one starting on March 1. You can make changes during the period of the second time slice. If you execute the function for the key date March 1 without prorating the time slice, you branch to the maintenance screen for the time slice valid on the key date. In the example, the time slice valid on the key date is the original unlimited time slice starting on January 1. You can also choose Time slices to display a list of time slices, select a time slice from the list or restrict a time slice. The controlled devices are displayed on the maintenance screen. All of the devices selected are displayed along with the corresponding device relationships. To make it easier for you to enter new relationships, an empty line is provided for each device and register. Each device relationship at the register level is also displayed for purposes of information at the device level. If the RV indicator is set, the allocation is valid for all registers of the device. 03. Enter the controlled device, the allocation type, the controlling device and the attribute for allocation. Choose Enter. The text for the allocation type and the attribute description are displayed. You can also define allocations for controlled devices at the device level. The allocations at the register level are then automatically generated and displayed. SAP recommends this procedure for devices with many registers. If necessary, you can correct individual allocations after they are generated. 04. Once you have entered all allocations, save your data. 05. In the case of sub-annual changes, you must enter meter reading date for controlled metering devices. Choose Meter reading → Entry of meter reading results → Single entry. You branch to the initial screen. Enter a meter reading result for the device on the date of the change. Save your data.
1.2.9.2 Rate data Use The rate data of a device provides the basis for billing the device in an installation. Rate data exists at the device and register levels. Rate data at the device level is required for device rental prices. Rate data at the register level is required for settlement of consumption and demand. Rate data is divided into multiple-installation data and installation-specific data. Multiple-installation data is unique for all installations to which the device is allocated. Installation-specific data is maintained independently of the installation. Multiple-installation data might include the thermal gas billing procedure and the linear and percentage consumption portion. Installation-specific data might include the indicator for relevance to billing, the rate type and the price class.
Integration When a device undergoes a billing-related installation, it is allocated to an installation along with its rate data. When the device undergoes a billing-related removal, its rate data is no longer stored historically.
Prerequisites The device has undergone a billing-related installation.
Features Rate data is maintained historically. Time slices in periods that have already been billed can no longer be changed. These time slices can only be displayed. However, you can divide one time slice into two slices and maintain them. Multiple-installation data is displayed on one line with the installation-specific data. If you change multiple-installation data, this affects all installations to which the register is allocated. If you must maintain the rate data of a register in several installations at once, then you can only enter multiple-installation data in the first line of the register. In the subsequent lines for the register that apply to other installations, the multiple-installation data is only displayed.
Activities In the case of large changes to rate data (such as changes to the indicator for billing relevance or to the consumption portion), meter readings must be entered for the devices. In the case of sub-annual changes, you must enter meter readings manually.
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Register Relationship Use The function allows you to map the relationship between two or more registers. You find the transactions for register relationships in the Utilities Industry menu under Device Management →Installation → Installation Structure → Register Relationships.
Prerequisites The device must first undergo a technical installation.
Activities The meter reading results of the registers in question must be determined. Deleting Registers from the Existing 1.2.9.3 Register Relationship If you want delete the registers of a device from an existing register relationship, you cannot enter this device in the initial screen of the Change Register Relationships transaction. If you do enter the device to be removed, the system issues the message EN478 (at least one register must correspond to initial data) when you try to save the data. Enter one of the following objects instead: · Another device from the register relationship · The device location where the devices are installed · The installation where the devices are installed
Make sure when you enter the device location or installation that there is at least one other device in the register relationship installed in the device location or installation.
Limitations when Processing Register Relationships General Limitations All registers affected by the register relationship must be installed over the whole processing period. A register relationship can only exist once within a period. Customizing Restrictions You can find the Customizing settings for register relationships under SAP Utilities → Tools → System Modifications→ User-Defined Function Enhancement for Register Relationships. · All devices effected by the register relationship must belong to a division for which the register relationship category is permissible. See Define Permissible Register Relationships per Division Category in Customizing. · Only operation codes that have been defined as permissible for this register relationship category can be used The number of operation codes must be within the range set in Customizing See Define Operation Code per Register Relationship in Customizing. · If the UM field (units of measurement must match) is selected in Customizing, all registers in the register relationship must have the same unit of measurement. See Define Types of Register Relationships in Customizing. · If the SA field (installations must match) is selected in Customizing, all registers in the register relationship must have been installed (billing-relevant) in the same installation. See Define Types of Register Relationships in Customizing.
Restrictions for Different Register Relationship Types Restriction for Active/Reactive Relationship 01
Reactive and active registers must have the same register category. The system does differentiate between cumulative and balancing registers. For the reactive register, enter reactive register in the RA field (difference between reactive, apparent and active registers). For the active register, enter active register in the RA field. Restrictions for Serial Switching Relationship 02 Serial Switching only for Consumption Registers
Serial switching is only supported for consumption registers. Primary and secondary registers must therefore have the register categories cumulative or balancing consumption register. Serial switching of demand registers is not possible. In demand registers, the measured demand peaks from primary and secondary registers do not necessarily occur at the same time. The difference of demand from the primary register minus the demand from the secondary register does not match the demand that is to be billed for the primary meter. If you already have serial switching demand registers in your company, you must map these using special rates: · You can calculate the difference between primary and secondary register demand using the DEMAND02 variation. · If necessary, you can use DEMAN09 to multiply the demand difference with a reduction factor.
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· You must define your own type of register relationship if want both demand registers to be read at the same time. You can define this in Customizing under: SAP Utilities → Tools →System Modifications → User-Defined Enhancements for Register Relationships →Define Types of Register Relationships. Serial Switching of Different Secondary Registers
The primary meter can only be the primary meter in one serial switching relationship. You can allocate more than one secondary meter to one primary meter in a serial switching relationship, however. If this is the case, the total of all secondary meter consumptions is subtracted from primary meter consumption. Multilevel serial switching is also possible. A secondary meter can also be a primary meter.
To do this, you must create two serial switching relationships. Reactive/Active Indicators
Primary and secondary reactive/active indicators must match. Installation Allocation
During the serial switching period, all secondary meters must be installed (billing-related) in the same installations as the primary meter. We also recommend that you select the N (register not billing-relevant) field in the primary meter installation. You must enter a rate type for the secondary meters in the main meter installation. You must also do this when the field N (register not billing-relevant) is selected. Example 1:
Device D1 is allocated to installation A. Device D2 is allocated to installation B. You want to create a register relationship with D1 as the primary meter and D2 as secondary meter. Proceed as follows: Step 1:Allocate device D2 to installation A.
Rate data from installation A: Device
Register
Rate Type
Register Not BillingRelevant
Rate
D1
1
RA
''
RT10
G2
1
RA
X
RT10
Rate data from installation B:
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Device
Register
Rate Type
Register Not BillingRelevant
Rate
G2
1
RB
''
RT50
Step 2:Create the register relationship.
Device
Register
Operations Code
D1
1
3 (Primary register)
G2
1
4 (Secondary register)
When you bill installation A, the consumption from device D2 is subtracted from the consumption of device D1 in rate RT10. The consumption of device D2 is not evaluated.
Example 2:
In example 1, device D2 was allocated rate RT10 in installation A, and rate RT50 in installation B. This is only permitted if both rates have the same weighting procedure, billing unit of measurement, and minimum portion. This is not the case for example 2. § Device D1 is allocated to installation A. Installation A is a commercial enterprise. Device D1 is to be billed using rate RT80. RT80 has linear weighting (weigh) and billing unit of measurement (UM) MWh. § Device D2 is allocated to installation B. Installation B is a normal household. Device D2 is to be billed using rate RT50. RT80 has weighting of energy feeding and the billing unit of measurement kWh. § Both devices must be switched after each other, with D1 as the primary meter and D2 as the secondary meter. You can no longer allocate the same rate types to the devices D1 and D2 in installation A. Instead, you must enter a rate type for device D2 that determines a rate compatible with the RT50 rate. Rate data from installation A: Device
Register
Rate Type
Register Not Bill.-Rel.
Rate
Billing Unit of Measurement
Weighting Procedure
D1
1
RA
''
RT80
MWh
Linear
G2
1
RC
X
RT30
kWh
Weighting of energy feeding
Rate data from installation B: Device
Register
Rate Type
Register Not Bill.-Rel.
Rate
Billing Unit of Measurement
Weighting Procedure
G2
1
RB
''
RT50
kWh
Weighting of energy feeding
Result § When you enter meter reading results for D2, the plausibility checks are always executed with the billing unit of measurement kWH and weighting of energy feeding. The plausibility check and extrapolation of meter reading results from D2 are dependent on whether they refer to installation A or B. The indicator N (register not billing-relevant) does not effect the entry of meter reading results. § When installation A is billed, both devices D1 and D2 are allocated to the rate RT80. The meter reading differences in consumption for both devices are converted into MWh. The MWh consumption of the secondary meter is subtracted from the MWh consumption of the primary meter. Rate RT30 is not used for billing installation A because the field N (register not billing-relevant) is selected. § If there has been a price change in the billing period, both registers undergo linear proration. This not completely correct but cannot be avoided. If different weighting occurs, secondary meter consumption in a prorated time slice may be calculated higher than primary meter consumption. This can occur even when the total primary meter consumption is larger than the total secondary meter consumption. As a result of this, we recommend that you avoid using different weighting whenever possible.
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Register Discount
You can also offer discount on registers that are serially switched. Note the order in which the serial switching and register discount are processed in billing: · Firstly, non-discount secondary register consumptions are subtracted from non-discount primary register consumption (=deduction consumption). · If a register discount is entered for the primary register, the deduction consumption is also discounted. · A register discount on the secondary register does not effect the primary register consumption to be billed.
If, for example, meter reading results from a secondary meter have to be changed due to transformation losses, you cannot use register discounts. If this is the case, you must enter a suitable register factor for the secondary meter. The register factor is included in billing before the deduction consumption is calculated. Restrictions in a Primary Rate – Secondary Rate Relationship
Primary and secondary registers must have the same register category.The system does differentiate between cumulative and balancing registers. The entry in the BW field must be the same for the primary and secondary rate register. Restrictions in Control Relationship 04
Register and control register must have the same register category.The system does differentiate between cumulative and balancing registers. The entry in the BW field must be the same for the register and control register. Restrictions in Volume Correction Factor Relationship 05
Both registers must have the same register category. The system does differentiate between cumulative and balancing registers. The register that transfers the volume correction factor can only occur in one register relationship of the categories volume correction factor relationship and volume correction factor calculation. The register that inherits the volume correction factor can occur again in a register relationship as an operating volume register. Restrictions in Volume Correction Factor Calculation 06
Both registers must have the same register category. The system does differentiate between cumulative and balancing registers. The standard volume register can only occur in one register relationship of the categories volume correction factor relationship and volume correction factor calculation. The operating volume register can occur again in a register relationship as a volume correction factor inheriting register. Restrictions in Resetting Relationship 07
The reset register must be a balancing register. If a tax group has been entered for the resetting register, it must correspond to the tax group entered for the reset register. The resetting register and reset register can only be present in one resetting relationship. Restrictions in Pulse Relationship 08
Both registers must have the same register category. The system does differentiate between cumulative and balancing registers. The entry in the BW field must be the same for the register and control register. Restrictions in Usage Hour Relationship 09
Only watt registers and consumption registers can be used.
1.2.9.4 Period consumption Use In order to determine the expected meter reading for a register on a specific date, you need data on the metering patterns of the register or the consumption patterns of the customer. You can take this information from previous meter reading results, from a predefined period consumption or from a predefined period unit. The period consumption or the period unit is required to determine expected values for extrapolation if any of the following points apply: A representative base period does not yet exist (for example, for meter readings after installation and move-in) The consumption patterns of the customer have changed (for example, if the number of people living in the household has changed) The physical conditions of the customer’s environment have changed (for example, by converting the measuring accuracy (register factor) of the meter during the extrapolation period) The calculation of meter readings and budget billing amounts to be extrapolated, has been influenced (for example, if the rate framework or the consumption patterns of a customer have changed)
Integration To enter a period unit or period consumption, choose Utilities Industry ® Device Management ® Device Installation ® Installation Structure ® Period Consumption ® Maintain (transaction EL56) in the menu. You can also find the period consumption in transaction Installation: all data (EG31). To do this, choose Utilities Industry ® Device Management ® Device Installation ® Installation ® Full in the menu. It is mandatory to enter the period consumption during device installation as it represents the basis for extrapolation if no meter reading results are available.
Features To enter or change the period consumption, enter a contract, an installation or a device as well as a date in transaction Maintain Period Consumption and choose Continue. On the next screen, a list of all registers will be displayed with their valid period values according to the date you entered. To display a register’s metering pattern from the installation date, position the cursor on the relevant line and choose Maintain History. On this screen, period values and meter reading results are displayed for the selected register. When you change the period consumption, you must pay attention to the following points in order to keep settings consistent: You must enter a period for which the new period consumption is valid. You must ensure that validity periods for the various consumption values do not overlap and are without gaps from installation time to removal time or from installation time to infinity. The system performs the appropriate consistency checks. You should always enter or change the period consumption on the entry date of meter reading results, for technical installation, for installation relevant to billing or the time of installation. Entries or changes must be complete by the day after at the very latest. If you do not do this and you define the period consumption from a date that is more than one day after the last meter reading, the calculation of the expected consumption for the forecast period is split into two subintervals. This may cause two period consumption values to be created for
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extrapolation and can lead to distortion when determining the expected consumption. This can lead to distortion when determining the expected consumption. Example:
A period consumption value of 4500 kWh / year was entered on 01.02 This was changed to 2500 kWh / year on 12.15 (within the forecast period). The sum of the weighting units for one year is 1000. The expected meter reading is determined in the following way: 01. For the period 11.30. to 12.15, when the change was made, the expected meter reading is extrapolated based on the previous period consumption. Determination of consumption per weighting unit by dividing the period consumption by the weight of validity period. 4,500 kWh: 1000 = 4.5 kWh Extrapolation of consumption for period 11.30. to the date when changes to the period consumption were made on 12.15: 4.5 kWh 50 = 225 kWh 01. For the period from the change date to 12.31, consumption is extrapolated from the new period consumption. Determination of consumption per weighting unit by dividing the period consumption by the weight of validity period. 2,500 kWh: 1000 = 2.5 kWh Extrapolation of period consumption for the period from the change date on 12.15. to 12.31: 2.5 kWh * 50 = 125 kWh 01. Determination of the expected meter reading on 12.31. by adding the consumption values from the meter reading on 11.30: 1200 kWh + 225 kWh + 125 kWh = 1550 kWh For the first subinterval, the period consumption valid from 01.02. (4500 kWh / year) is created. For the second subinterval, the period consumption valid from 15.12. (2500 kWh / year) is created. As the old period consumption no longer truly reflects the consumption patterns of the customer, the extrapolation results are also distorted.
1.2.9.5 Logical Register Number Use The logical register number links the actual register to the logical register. The allocation of technical register to logical register occurs automatically during an installation relevant to technical data. You must maintain the logical register number if you replace devices using the replacement function instead of the separate installation and removal functions.
Integration A technical removal ends the history of logical registers unless they are passed on to another device.
Prerequisites The device must have undergone a technical installation and have registers.
Features The logical register number is maintained historically. Time slices in periods that have already billed can no longer be changed. These time slices can only be displayed. However, you can obtain a maintainable time slice by dividing one time slice into two slices. If you do this, the selected registers for one key date and the registers for the previous day are displayed on one screen. The register is then allocated by copying the logical register number of another register. The logical register number is symbolized by a four-digit dummy number.
Activities During logical register number maintenance, you must enter meter readings for the relevant devices manually.
1.2.9.5.1 Changing Logical Register Numbers Prerequisites The devices have undergone a technical installation. For purposes of billing, you must allocate old registers to new registers when you carry out a replacement, removal, or installation.
Procedure Choose Device installation → Installation structure→ Logical register number → Change You branch to the initial screen. Choose a device location or an installation.
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You can choose whether the data is to be restricted to the key date or whether the time slice valid for the key date is to be displayed. You can also choose Time slices to display a list of time slices, select a time slice from the list or restrict a time slice. The number of registers installed in the device location on the key date is displayed on the right side of the maintenance screen. The number of registers installed in the device location on the day before the key date is displayed on the left side of the screen. Allocate a register on the left to a register on the right by entering a dummy logical register from the left side for the corresponding register on the right side. Repeat this action for several time slices, if necessary. Save your data. In the case of sub-annual changes, you must enter meter reading date for controlled metering devices. Choose Meter reading → Entry of meter reading results → Single entry. You branch to the initial screen. Enter a meter reading result for the device on the date of the change. Save your data.
1.3 Meter Reading Purpose This component allows you to organize meter readings and meter reading results. Devices are either read periodically for periodic billing or aperiodically, such as for control meter readings and readings at the time of device replacement, removal, or disconnection. Devices can also be read for a certain activity, such as a move-in or a removal. In this case, the meter reading is triggered directly by the activity, and not by the Meter Reading component. Meter Reading Process
First, the meter reading order is created and printed as a meter reading document or downloaded to an external entry system. The meter reading results are either entered manually or uploaded. They are then validated and corrected, if necessary. The results are then forwarded to the Contract Billing (ISU-BI) component.
Integration The following Business Application Programming Interfaces (BAPI) are available in the Business Object Repository (BOR) for selecting meter reading orders and results: MeterReadingDocument.GetList (select meter reading orders and results) MeterReadingDocument.Upload (upload meter reading results) Further information on IDocs: For general information, see the BAPI User Guide and BAPI Programming For more information, see the BAPI documentation in the BOR.
1.3.1 Weighting Procedure You can only extrapolate from a base period, if it is representative. Whether a period is representative or not is a result of the original weighting procedure. The weighting procedure involves internal system procedures that are applied to existing meter reading results, period consumption values or period demand values, in order to determine expected values for extrapolation and proration Weighting procedures are predefined as: Linear weighting Weighting of energy feeding Degree day weighting Sprinkling water portion General weighting You must define the following with regard to weighting procedures in Customizing: Weighting key You can define weighting key in Customizing for SAP Utilities under Device Management ® Meter Reading ® Weighting Procedure ® Define
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Weighting Key Allocate user-defined weighting keys to weighting procedures predefined by SAP. For further information read the documentation for the IMG Activity. Weighting unit You can define weighting units in Customizing for SAP Utilities under Device Management ® Meter Reading ® Weighting Procedure ® UserDefined Weighting ® Define Weighting Unit. A weighting unit is a fixed value, such as energy feeding volume or issue quantity of energy or water that was issued in a certain period in a service territory. The periods for the distribution of weighting units are always indicated by the month or day and are year-independent. The weighting portion of a certain period results from the relationship of the weighting units for this period, to the total weighting units for a year. Example:
The sum of the weighting units for one year is 1000. Weighting units valid from 01.01 (100) : Total weighting units (1000) = Weighting portion from 01.01 to 02.01. (10%) For further information read the documentation for the IMG Activity.
You must also enter the following in the Utilities Industry menu: Minimum portion in percent Enter the minimum portion in percent, in the rate. The rate is under the following path in the Utilities Industry menu: Billing ® Master Data The minimum portion in percent is used to determine the minimum requirements for the representativeness of the base period. If you enter a low minimum portion in percent, the meter reading results are used from a short period for extrapolation. If you enter 100% as the minimum portion, the system uses the existing meter reading results as a basis for extrapolation, as long as meter reading results are available for a complete billing period. Period length of the portion Enter the period length in the portion. The portion is under the following path in the Utilities Industry menu: Scheduling ® Schedule Master Record. The period length of the portion defines the intervals for billing the associated contracts.
Linear weighting The linear weighting procedure does not take seasonal fluctuations into account. For linear weighting, the weighting units are distributed equally over the year, whereby the system takes one weighting unit into account for each day. The total of the weighting values is 365 for one year or 366 for a leap year. Weighting of energy feeding or degree day weighting These weighting procedures take seasonal fluctuations into account.
The total weight for one year is 1000. The weighting portion for January is 200: 1.000 = 20% The weighting portion for February is 150: 1.000 = 15% and so on. User-defined weighting In addition to the weighting procedures defined by SAP, you can define your own weighting procedures.
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The total weight for one year is 1,200. The weighting portions for months January to December are 100: 1.200. Mixed weighting procedure The mixed weighting procedure also takes seasonal fluctuation into account. Enter the weighting key in the rate for the weighting of energy feeding procedure, degree day weighting procedure or for the sprinkling water portion. Enter a consumption fixed value to be weighted linearly or a consumption percentage for weighting in the installation structure at register level or in the register data during device installation. The consumption value to be weighted linearly is a fixed value per day that is weighed linearly for extrapolation, independently of the weighting procedure (for example, 5 weighting units per day). The consumption percentage for weighting is a percentage portion of the total weighting units per day. It is split linearly for extrapolation, independently of the weighting procedure (for example, 20% of the total weighting units per day). The absolute or percentage sprinkling water portion, not taken into account for wastewater calculation, is specified for the water division. The difference between the applied fresh water quantity and the sprinkling water portion is equal to the waste water portion to be calculated. If you enter a consumption value to be weighted linearly, you must also enter a validity period for which this value is taken into account
The total weight for one year is 1,100. The weighting portion for January is 150: 1.100. The weighting portion for February is 125: 1.100. and so on. Determining whether a period is representative To determine whether a base period is representative, use the following calculation: Minimum portion in percent * Length of meter reading period = Minimum length of base period or Weighting portion of period = Minimum portion Example: The following meter reading reasons exist:
Periodic meter reading Final meter reading Meter reading at move-in (M) Meter reading at installation (I) Interim meter reading without billing (Y) Interim meter reading with billing (Z) Control meter reading The period length of the portion is 1 year (365 days) The minimum portion defined in the rate is 50%
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The minimum requirements to determine whether the base period is representative are determined as follows: Minimum portion in percent (50% ) * Length of meter reading period (365 days) = Minimum length of base period (182.5 days) In the example, the previous period must be at least 182.5 days in order to be representative. or Weighting portion of period = Minimum portion In the example, the base period must include at least 50% of all weights. The period from P to Y is not representative because it does not have the minimum weighting portion (only 20% rather than the required 50%). This means that this period alone cannot be used as a basis for extrapolation. The system goes back to the next meter reading (I). The period from P to I is representative because it has a weighting portion of 20% + 60% = 80%. The period from P to I can be used as a basis for extrapolation.
1.3.2 Extrapolation In order to determine the expected consumption or the expected performance for a register on a specific date, you need data on the metering patterns of the register. You can take this information from previous meter reading results, from a predefined periodic consumption value or from a predefined period demand. The base period from which the expected values are calculated is very important during extrapolation. The period in which bases are created to determine expected values during extrapolation are included in the base period. Using the base period category field in the installation, you can control whether to extrapolate the expected values based on the previous period or the period of the previous year. Meter reading results are the ideal base from which to determine expected values, as these results best reflect the consumption patterns of the customer. In order to use meter reading results, you must ensure that the base period (the interval between the first and the last meter reading result) used for extrapolation is representative. You can only extrapolate from a previous period, if it is representative. Whether a period is representative or not is a result of the original weighting procedure.
Determining Whether a Period is Representative To determine whether a base period is representative, use the following information: Weighting portion of period = Minimum portion or Minimum portion in percent * Length of meter reading period = Minimum length of base period Example The following meter reading reasons exist: P eriodic meter reading F inal meter reading Meter reading at move-in ( M) Meter reading at installation ( I) Interim meter reading without billing ( Y) Interim meter reading with billing ( Z) C ontrol meter reading The period length of the portion is 1 year (365 days) The minimum portion defined in the rate is 50% The minimum requirements to determine whether the base period is representative are determined in the following way: Weighting portion of period = Minimum portion or Minimum portion in percent (50% ) * Length of meter reading period (365 days) = Minimum length of base period (182.5 days) In the example, the base period must have a minimum weighting portion of 50% or be at least 182.5 days long in order to be representative.
The period from P to Y is not representative because it does not have the minimum weighting portion (only 20% rather than the required 50%). This means that this period alone cannot be used as a basis for extrapolation. The system goes back to the previous reading (I). The period from P to I is representative because it
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has a weighting portion of 20% + 60% = 80%. The period from P to I can be used as a basis for extrapolation.
Meter Reading Results or Period Value as a Basis for Extrapolation The system determines whether to use meter reading results or a selected period value as a basis for extrapolation in the following way: Based on the last correct meter reading results, the system goes back to the previous reading and runs through the following process:
If you enter a modified periodic consumption in transaction Maintain Periodic Consumption (EL 56) for a point in time that lies within the base period for the next extrapolation, the system will inform you that the entered periodic consumption can influence the extrapolation results.
Determination of Expected Consumption for Consumption Registers Determination of the expected consumption based on the meter reading results You can calculate the consumption per unit of weight from the determined consumption and the determined weight of the base period: Determined consumption of base period: Determined weight of base period = Consumption per unit of weight To determine the expected consumption of the forecast period, multiply the consumption per unit of weight by the weight of the forecast period. Consumption per unit of weight * Weight of forecast period = Expected consumption of forecast period The expected meter reading is calculated from the expected consumption with the help of special parameters (register factor, billing factor, dimension conversion table). Determination of the expected consumption based on the period consumption The following reasons can result in the period consumption being used as a basis for extrapolation: Not enough meter reading results are available You entered the period consumption before a representative point in time was created by the updating of meter reading results The expected consumption is determined in the following way: 01. The consumption per unit of weight is calculated from the period consumption and the weight of its validity period: Period consumption Weight of the period consumption validity period = Consumption per unit of weight To determine the expected consumption of the forecast period, multiply the consumption per unit of weight by the weight of the forecast period: Consumption per unit of weight * Weight of forecast period = Expected consumption of forecast period The expected meter reading is calculated from the expected consumption with the help of special parameters (register factor, billing factor, dimension conversion table).
Determination of the Expected Demand for Demand Registers Determining the expected demand for demand registers is a similar process to determining the expected consumption for consumption registers. Demand per unit of weight is, however, not calculated. In this case, you must determine the highest demand for the base period. Determination of the expected demand based on the meter reading results Determination of the highest meter reading in the base period The determined demand corresponds to the expected demand Determination of the expected demand based on the period demand The following reasons can result in the period demand being used as a basis for extrapolation: Not enough meter reading results are available You entered the period demand before a representative point in time was created by the updating of meter reading results The expected demand is determined in the following way: 01. Determination of the period demand 02. The determined period demand corresponds to the expected demand
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Reg. Fact. = Register factor MR Result = Meter Reading Result MR Reason = Meter reading reason The following meter reading reasons exist: P eriodic meter reading F inal meter reading Meter reading at move-in (M) Meter reading at installation (I) Interim meter reading without billing (Y) Interim meter reading with billing (Z) C ontrol meter reading Wght. Units = Weighting units Expected meter readings are determined by consumption registers as follows: 01. Determination of meter reading difference P 1 to I: 80 kWh – 0 kWh = 80 kWh 02. Determination of consumption to P 1 by multiplying the meter reading difference with the register factor: 80 kWh * 2 = 160 kWh 03. Determination of consumption per weighting unit: 160 kWh: 40 = 4 kWh 04. Extrapolation of consumption for period P 1 toP 2 4 kWh * 60 = 240 kWh 05. Determination of the meter reading difference for period P 1 to P 2 by dividing the consumption value by the register factor: 240 kWh: 10 = 24 kWh 06. Determination of the expected meter reading to P 2 by adding the meter reading difference to meter reading P 1 : 80 kWh + 24 kWh = 104 kWh When you calculate expected meter reading values from existing meter readings, you must take the minimum portions into account. In the previous example, we assume that period P 1 to I is representative.
Forecasts from Previous Periods If you include previous periods as the base period category in the installation, the expected meter reading values are calculated based on the corresponding previous period. Example 1: Forecasts from previous periods with minimum portions
On installation of the device, a period consumption value of 4000 kWh/year is entered for the register. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 40%, period Y to I is representative. This means that extrapolation is based on meter reading results rather than on period consumption. 01. Determination of meter reading difference Y to I: 800 kWh – 0 kWh = 800 kWh 02. Determination of consumption to Yby multiplying the meter reading difference with the register factor: 800 kWh * 2 = 1600 kWh 03. Determination of consumption per weighting unit: 1,600 kWh: 400 = 4 kWh 04. Extrapolation of consumption for period Y to P 4 kWh * 600 = 2,400 kWh 05. Determination of the meter reading difference for period Y to Pby dividing the consumption value by the register factor: 2,400 kWh: 10 = 240 kWh 06. Determination of the expected meter reading to Pby adding the meter reading difference to meter reading Y: 800 kWh + 240 kWh = 1040 kWh
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The expected meter reading at time P is 1,040 kWh. Example 2: Forecasts from Previous Periods without Minimum Portions with Period Consumption
On installation of the device, a period consumption value of 4000 kWh/year is entered for the register. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 20%, period Y to I is not representative. Therefore, extrapolation is based on period consumption rather than on meter reading results: 01. Determination of period consumption per weighting unit by dividing the period consumption by the weight of validity period. 4000 kWh: 1000 = 4 kWh 02. Extrapolation of period consumption for period Y to P: 4 kWh * 800 = 3,200 kWh 03. Determination of the meter reading difference for period Y to Pby dividing the consumption value by the register factor: 3,200 kWh: 10 = 320 kWh 04. Determination of the expected meter reading to Pby adding the meter reading difference to meter reading Y: 800 kWh + 320 kWh = 1120 kWh The expected meter reading at time P is 1,120 kWh. Example 3: Forecasts from Previous Periods and Changes to Period Consumption Values in the Base Period
On installation of the device, a period consumption value of 4000 kWh/year is entered for the register. This value is changed to 5000kWh / year for the period I to C. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 10%, period Y to C is not representative. The system goes back to the next meter reading result (I). With 40%, the period Y to I is representative, however, the period consumption value was changed within this period. Therefore, extrapolation is based on period consumption rather than on meter reading results: 01. Determination of period consumption per weighting unit by dividing the period consumption by the weight of validity period. 5,000 kWh: 1000 = 5 kWh 02. Extrapolation of period consumption for period Y to P: 5 kWh * 600 = 3,000 kWh 03. Determination of the meter reading difference for period Y to Pby dividing the consumption value by the register factor: 3,000 kWh: 10 = 300 kWh 04. Determination of the expected meter reading to Pby adding the meter reading difference to meter reading Y: 800 kWh + 300 kWh = 1100 kWh The expected meter reading at time P is 1,100 kWh. Example 4: Forecasts from Previous Periods and Changes to Period Consumption Values not in the Base Period
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On installation of the device, a period consumption value of 4000 kWh/year is entered for the register. This value is changed to 5000kWh / year for the period I to Z. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 10%, period Y to C is not representative. The system goes back to the previous meter reading result (Z). With 30%, the period Y to Z is representative and the period consumption value was not changed within this period. Therefore, extrapolation is based on meter reading results rather than on period consumption: 01. Determination of meter reading difference Y to Z: (800 kWh – 720 kWh) + (720 kWh – 500 kWh) = 300 kWh 02. Determination of consumption to Yby multiplying the meter reading difference with the register factor: 300 kWh * 2 = 600 kWh 03. Determination of consumption per weighting unit: 600 kWh: 300 = 2 kWh 04. Extrapolation of consumption for period Y to P 2 kWh * 600 = 1200 kWh 05. Determination of the meter reading difference for period Y to Pby dividing the consumption value by the register factor: 1,200 kWh: 10 = 120 kWh 06. Determination of the expected meter reading to Pby adding the meter reading difference to meter reading Y: 800 kWh + 120 kWh = 920 kWh The expected meter reading at time P is 920 kWh. Example 5: Forecasts from Previous Periods and Changes to Period Consumption Values in the Forecast Period
On installation of the device, a period consumption value of 4000 kWh/year is entered for the register. This value is changed to 5000 kWh / year after the last meter reading result entry in period Y to P. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 40%, period Y to I is representative. One period consumption change was made in the forecast period Y to P. The expected meter reading is determined in the following way: 01. For the period from Y until the change date, extrapolation is based on meter reading results: 01. Determination of meter reading difference Y to I: 800 kWh - 0 kWh = 800 kWh 02. Determination of consumption to Yby multiplying the meter reading difference with the register factor: 800 kWh * 2 = 1600 kWh 03. Determination of consumption per weighting unit: 1,600 kWh: 400 = 4 kWh 04. Extrapolation of consumption for period Y until the change date: 4 kWh * 400 = 1600 kWh 05. Determination of the meter reading difference for period Y until the change date by dividing the consumption value by the register factor: 1,600 kWh: 10 = 160 kWh 01. For the period from the change date to P, consumption is extrapolated from the period consumption: 01. Determination of period consumption per weighting unit by dividing the period consumption by the weight of validity period. 5,000 kWh: 1000 = 5 kWh 02. Extrapolation of period consumption for the period from the change date to P: 5 kWh * 200 = 1,000 kWh 03. Determination of the meter reading difference for the period from the change date to Pby dividing the consumption value by the register factor: 1000 kWh: 10 = 100 kWh 02. Determination of the expected meter reading to Pby adding the meter reading differences to meter reading Y: 800 kWh +160 kWh + 100 kWh = 1060 kWh The expected meter reading at time P is 1060 kWh.
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Forecasts from the Period of the Previous Year If you include periods of the previous year as the base period category in the installation, the expected meter reading values are extrapolated based on the corresponding period of the previous year. Based on a forecast date, the system goes back one year and looks for a representative period as a basis for extrapolation. Note the following exceptions: Extrapolation for the expected meter readings is based on the previous period rather than the period of the previous year if: No representative period is determined due to a lack of meter reading results. A change has been made to the period consumption value since the day of the last meter reading Changes to the period consumption are only relevant for periods that follow directly after. If you change the period consumption value after the last meter reading results are taken, the changes only influence forecast periods that come immediately afterwards. If, however, you want the period consumption to influence the four following forecast periods, you have to enter a period consumption value in every quarter or, on the day of a meter reading result entry, change the period consumption value for the next quarter.
Example 6: Forecasts from the Period of the Previous year and Changes to Period Consumption Values in the Base Period
On 1.1.96 a period consumption value of 1000 kWh / year was entered for the register. On.5.1.96 for the period T1 to T2 .this value was changed to 1200 kWh / year. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 30%, period T2 to T1 from the previous year is representative. A change to the period consumption was made within this period. This change does not, however, influence extrapolation for time T5, because a period consumption change only influences forecast periods that follow directly after. The expected meter reading is determined in the following way: 01. Determination of meter reading difference T2 to T1 : 1200 kWh - 1000 kWh = 200 kWh => Consumption to T2 = 200 kWh 02. Determination of consumption per weighting unit: 200 kWh: 300 = 2/3 kWh 03. Extrapolation of consumption for period T4 to T5: 2/3 kWh * 300 = 200 kWh => Meter reading difference for period T4 to T5 = 200 kWh 04. Determination of the expected meter reading to T5 by adding the meter reading difference to the meter reading from T4: 2000 kWh + 200 kWh = 2200 kWh The expected meter reading at time T5 is 2200 kWh. Example 7: Forecasts from Periods of the Previous Year and Changes to Period Consumption in the Previous Year but not in the Base Period
On 1.1.96 a period consumption value of 1000 kWh / year was entered for the register. On 11.1.96 for the period T2 and T3.this value was changed to 1200 kWh / year. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 30%, period T2 to T1 from the previous year is representative. No changes were made to the period consumption within this period. The changes that were made to the period consumption between T2 and T3 do not influence extrapolation for time T5 because change to the period consumption only influences forecast periods that follow directly after. The expected meter reading is determined as in example 6. Example 8: Forecasts from the Period of the Previous year and Changes to Period Consumption Values in the Forecast Period
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On 1.1.96 a period consumption value of 1000 kWh / year was entered for the register. On 4.1.97, for the period T4 and T5, this value was changed to 1200 kWh / year directly after the last periodic meter reading result entry The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. Because a change to the period consumption influences the forecast periods that follow directly, in this case, extrapolation is based on the period consumption value rather than the meter reading results of the previous year. The expected meter reading is determined in the following way: 01. Determination of period consumption per weighting unit by dividing the period consumption by the weight of validity period. 1,200 kWh: 1000 = 1.2 kWh 02. Extrapolation of consumption for period T4 to T5: 1.2 kWh * 300 = 360 kWh 03. Determination of the expected meter reading to T5 by adding the consumption to the meter reading from T4: 2,000 kWh + 360 kWh = 2360 kWh The expected meter reading at time T5 is 2,360 kWh. The change to the period consumption on 4.1.97 no longer has an influence on the determination of the expected consumption for T6 on 09.30.97 as this is not the forecast period that follows directly. Extrapolation is based on the period of the previous year. If you want to extrapolate the expected consumption on the basis of period consumption, you have to enter the period consumption value for the next quarter on the day of the last periodic meter reading result entry (T5 = 97.6.30).
Example 9: Forecasts from period of previous year but period of previous year does not yet exist If you enter period of previous year in the installation of the base period category but no period of previous year exists (because there has only been a contractual relationship with the customer for half a year for example), extrapolation will occur based on the previous period. Example 10: Forecast from Period of Previous Year where Period of Previous Year is not Representative If you include period of previous year in the installation of the base period category, but the period of previous year is not representative, extrapolation occurs based on the previous period.
Example 11: Forecast from Period of Previous Year and Changes in Period Consumption during Customer Change
During installation it is clear that the consumption pattern of the new customer is different from that of the previous customer (because there are more people in the household, for example). Therefore, a new period consumption value is entered during installation. The base period category period of previous year is entered in the installation. Because a change to the period consumption influences the forecast periods that follow directly, in this case, extrapolation is based on the period consumption value rather than the meter reading results of the previous year. The expected meter reading is determined in the following way: 01. Determination of period consumption per weighting unit by dividing the period consumption by the weight of validity period. 3,000 kWh: 1000 = 3 kWh 02. Extrapolation of consumption for period I to T4: 3 kWh * 300 = 900 kWh 03. Determination of the expected meter reading to T4 by adding the consumption to the meter reading from I: 2,000 kWh + 900 kWh = 2,900 kWh The expected meter reading at time T4 is 2900 kWh. The period consumption value entered at the time of meter reading I, no longer influences the determination of future expected consumption values. They are extrapolated from the relevant periods of the previous year. Extrapolation based on the period of the previous year would not be correct in this case, because of the knowledge we have about the consumption patterns of the new customer. For this reason, extrapolation is based on a previous period or a period consumption value for one year after installation, even if the base period category period of previous year is entered in the installation.
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previous year is entered in the installation. After the device has been installed for a year, extrapolation is based on the period of the previous year.
1.3.2.2 Extrapolation for Demand Registers In the case of demand registers, the highest demand is taken into account in a representative interval as an expected value, in order to determine expected meter readings from the previous period. In the case of cumulative demand registers, the highest demand difference is taken into account. Expected meter readings for demand registers are determined as follows:
1. Determination of the highest meter reading from previous reading Y2 over a representative interval (Y2 to I): 180 kW
2. Determined demand = expected demand: 180 kW
When you calculate expected meter reading values from existing meter readings, you must take the minimum portions into account. In the previous example, we assume that period Y2 to I is representative. Demand registers always refer to the linear weighting procedure in their rate.
If demand needs to be extrapolated for billing, the expected meter reading values are determined differently. For more information, see Extrapolation of Demand from Billing. Forecasts from Previous Periods If you include previous periods as the base period category in the installation, the expected meter reading values are calculated based on the corresponding previous period. In the following example, we assume that the demand registers are balanced. Example 1: Forecasts from previous periods with minimum portions
On installation of the device, a period demand value of 200 kWh/year is entered for the register. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 40%, period Y2 to I is representative. This means that extrapolation is based on meter reading results rather than on the period demand. 1. Determination of the highest meter reading from previous reading Y2 over a representative interval (Y2 to I): 180 kW
2. Determined demand = expected demand: 180 kW
The expected meter reading at time P is 180 kWh. Example 2: Forecasts from previous periods without minimum portions with period demand
On installation of the device, a period demand value of 200 kWh/year is entered for the register. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000.
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With a weighting portion of 20%, period Y to I is not representative. Therefore, extrapolation is based on the period demand rather than on the meter reading results: The expected meter reading result is 200 kW. Example 3: Forecasts from previous periods and changes to period demand in the base period
On installation of the device, a period demand value of 200 kWh/year is entered for the register. This value is changed to 220 kWh / year for the period I to C. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 10%, period Y to C is not representative. The system goes back to the next meter reading result (I). With 40%, the period Y to I is representative, however, the period demand was changed within this period. Therefore, extrapolation is based on the period demand rather than on the meter reading results: The expected meter reading result is 220 kW. Example 4: Forecasts from previous periods and changes to period demand not in the base period
As no changes were made to the period demand within the base period, extrapolation is based on meter reading results rather than on period demand. Example 5: Forecasts from previous periods and changes to period demand in the forecast period
The period demand can still be changed after the last meter reading result entry during the forecast period. This results in the following:
On installation of the device, a period demand value of 200 kWh/year is entered for the register. This value is changed to 220 kWh / year after the last meter reading result entry in period Y to P. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 40%, period Y to I is representative. One period consumption change was made in the forecast period Y to P. The expected meter reading is determined based on the period demand and equals 220 kW.
Forecasts from the Period of the Previous Year If you include periods of the previous year as the base period category in the installation, the expected meter reading values are extrapolated based on the corresponding period of the previous year. For the forecast from the period of the previous year, the search algorithm for demand registers differs from the search algorithm for consumption registers as follows: Demand Registers Consumption Registers The system only looks for meter reading results in the previous year with the same allocation month as the expected meter readings
The system goes back one year from the forecast date and looks for a representative period
It is not important whether the period of previous year is representative
It is important that the period of previous year is representative
If no corresponding period of the previous year is available, extrapolation is based on the previous period.
P(4) = periodic meter reading for allocation month April P(5) = periodic meter reading for allocation month May, and so on The expected meter reading for P(5) is determined based on the demand with the same allocation month from the period of the previous year (P(5) = 120 kW) The expected meter reading result is 120 kW. Example 6: Forecasts from the period of the previous year and changes to period demand in the base period
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Period demand was changed in the period P(5) to P(4). This change does not, however, influence extrapolation for time P(5) (5.1.97), because a change in period demand only influences the forecast period that follows directly after. The expected meter reading for P(5) is determined based on the demand with the same allocation month from the period of the previous year (P(5) = 120 kW) The expected meter reading result is 120 kW. Example 7: Forecasts from period of the previous year and changes to period demand in the previous year but not in the base period
On 1.1.96 a period demand value of 100 kWh / year was entered for the register. On 11.1.96 for the period P(5) and P(12) this value was changed to 150 kWh / year. No changes were made to the period demand in the period P(5) to P(4). The changes that were made to the period demand between P(5) and P(12) do not influence extrapolation for time P(5) (97.5.1), because changes to the period demand only influence the forecast period that follows directly after. The expected meter reading is determined as in example 6. Example 8: Forecasts from the period of previous year and changes to period demand in the forecast period
On 1.1.96 a period demand value of 100 kWh / year was entered for the register. On P(4) (4.1.96), this was changed to 120 kW / year. In contrast to consumption registers, and in the case of demand registers, meter reading results have priority over changes to period demand in the current forecast period. Therefore, if the system finds a meter reading result with the same allocation month in the period of the previous year, this result is used for extrapolation instead of the period demand. The expected meter reading for P(5) is determined based on the demand with the same allocation month from the period of the previous year (P(5) = 120 kW) The expected meter reading result is 120 kW. Example 9: Forecasts from period of previous year but period of previous year does not yet exist
If you enter period of previous year in the installation of the base period category but no period of previous year exists (because there has only been a contractual relationship with the customer for half a year for example), extrapolation is based on the previous period, as in the case of consumption registers.
1.3.2.3 Extrapolation for Resetting Registers Extrapolation of resetting registers is limited to determining the previous meter reading and increasing it by 1. For the preparation of multiple resetting registers, the expected meter reading is determined from the previous meter reading plus the number of meter reading orders created between the previous meter reading and the current meter reading.
1.3.2.4 Extrapolation with Billing Factor The expected meter reading is calculated from the expected consumption with the help of special parameters (register factor, billing factor, dimension conversion table). The following example shows the significance of the billing factor.
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On installation of the device, a period consumption value of 4000 kWh/year is entered for the register. The minimum portion of weighting in percent is 30%. The sum of the weighting units for one year is 1000. With a weighting portion of 40%, period Y to I is representative. This means that extrapolation is based on meter reading results rather than on period consumption. 1. Determination of meter reading difference Y to I: 800 kWh – 0 kWh = 800 kWh
2. Determination of consumption to Y by multiplying the meter reading difference with the register factor: 800 kWh * 2 = 1600 kWh
3. Determination of consumption to Y by multiplying the meter reading difference with the conversion factor (gas): 1,600 kWh * 10 = 16,000 kWh
4. Determination of consumption to Y by multiplying with the billing factor: 16,000 kWh * 1.5 = 24,000 kWh
5. Determination of consumption per weighting unit: 24,000 kWh: 400 = 60 kWh
6. Extrapolation of fictitious consumption for period Y to P: 60 kWh * 600 = 36,000 kWh
7. Determination of the actual, new consumption for period P based on the quotient of the new and the old billing factor 8. (36,000 kWh : 1.5) * 2 kWh * 2 = 48,000 kWh 9. Determination of the meter reading difference for period Y to P by dividing the consumption value by the billing factor: 48,000 kWh : 2 = 24,000 kWh
10. Determination of the meter reading difference for period Y to P by dividing the consumption value by the conversion factor (gas): 24,000 kWh : 12 = 2,000 kWh
11. Determination of the meter reading difference for period Y to P by dividing the consumption value by the register factor: 2,000 kWh : 10 = 200 kWh
12. Determination of the expected meter reading to P by adding the meter reading difference to meter reading Y: 800 kWh + 200 kWh = 1,000 kWh
The expected meter reading at time P is 1,000 kWh. The billing factor effects the expected consumption. As a result of weighting distribution, the consumption value from the base period is transformed to the extrapolation period and given the value of the new billing factor. The new expected consumption value is then divided by the factors that are valid on the extrapolation date (register factor, conversion factors) in order to determine the expected meter reading values. During extrapolation, the conversion factors are determined on a key date (in the same way as the register factors). This means that the conversion factors are defined for the extrapolation date (this is usually the planned meter reading date) in order to transform the expected consumption value into an expected meter reading value. In billing, the entire billing period is analyzed for changed conversion factors and is then valuated and prorated accordingly. This is not possible for extrapolation as the data is not yet available when extrapolation takes place. For more information on valuating the billing period with gas factors, see the documentation for contract billing in the implementation guide (IMG) under Special Functions -> Gas Billing.
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1.3.2.5 Proration of Meter Readings Proration is the division of a billing period due to data changes. Example: A rate is changed during a billing period. Consumption in the first half of the billing period is calculated using the old rate whereas consumption in the second half is calculated with the new. In order to do this, the meter reading at the time of the rate change must be determined.
The proration meter reading is determined in the following way: 01. Determination of meter reading difference between C and P 2 : 1,905 kWh -1,000 kWh = 905 kWh 02. Determination of consumption per weighting unit: 905 kWh: (90 + 91) = 5 kWh 03. Extrapolation of consumption for period from P 2 tothe time of data change (April 01, 1997): 5 kWh * 90 = 450 kWh 04. Determination of proration meter reading at the time of the rate change by adding the consumption to the meter reading at P 2 : 1,000 kWh + 450 kWh = 1,450 kWh Proration meter reading on April 01, 1997 is 1,450 kWh.
Extrapolation of Demand from Billing Use In meter reading, the highest demand value in a representative interval is used as the expected value for determining the expected meter reading values from the previous period for demand registers. However, this demand value is not always sufficient for billing purposes. Therefore, for the extrapolation of demand values from billing, the system calls a table of values, which are transferred to the extrapolation period. The source of these values can be any of the following: · Actual meter reading results from the extrapolation period · Period consumption values from the extrapolation period · Values from a comparable period from the base period
Prerequisites The base period does not have to be representative (as it does for extrapolation for meter reading).
Features The extrapolation of demand values from billing consists of the following steps: 1. Determination of the extrapolation period
2. Determination of actual meter reading results with a meter reading period that overlaps with the extrapolation period Transfer of meter reading results to the extrapolation period
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3. Determination of the time variability Transfer of schedule records to the extrapolation period
4. Determination of period consumption Transfer of period consumption to the extrapolation period
5. Determination of gaps in the extrapolation period, that are neither covered by actual meter reading results nor by period consumption values
Transfer of meter reading results from the base period to the gaps in the extrapolation period
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Example Six-monthly meter reading and billing of the average from the peak values of each half year
For the budget billing calculation of the year 2000, both demand values from 1999 are used with their allocations to the 2 half years. This is the only way to ensure that the same average value is calculated for 2000 as for 1999 (5+3/2). Quarterly billing with three multiple meter reading orders; Each demand value is cleared separately for the relevant month
If the base period is the same as the previous period, the relevant demand values from the three previous months are used and transferred to the extrapolation period.
1.3.3 Meter Reading Organization Purpose This component allows you to define the Street Route for all devices to be read in the service territory and make mass changes to meter reading units.
1.3.3.1 Street Route Purpose You can use this component to define the sequence in which the devices in a service territory are to be read. Doing this can optimize the meter reader’s route. The following criteria are used in defining the street route in a meter reading unit: City Street House Number (connection object) Device Location Device Street Route
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Implementation considerations This component is optional. You require it if you wish to optimize the meter reader’s route.
Features You can maintain the street route for a single meter reading unit or you can create a shared street route for several meter reading units. Before you can use a shared street route, you must allocate the meter reading units in the relevant schedule records to one another. The following enhancements can be used for the street route: EDMLSORT (IS-U: Sort Meter Reading Orders for Printout and Download) This enhancement allows you to define your own sort sequence for printing or downloading meter reading orders.
1.3.3.1.1 Maintain Street Route for Meter Reading Unit Prerequisites Installations and corresponding devices have been allocated to the meter reading unit.
Procedure Choose Utilities industry → Device management → Meter reading → Meter Reading Organization → Street route. Enter a meter reading unit and choose Street route → Maintain.
If you want to specify a shared street route for several meter reading units, enter the main meter reading unit. The Maintain street route dialog box appears. On this screen, all devices are under the top node Devices not allocated to a street route. 03. Allocate all devices from the top node to the bottom node Devices allocated to the street route. 04. To change the route or to allocate devices to a route: 01. Select either an object, a node or a block. 02. Position your cursor on the item selected. 03. Choose Edit → Reassign. Save the street route.
Result The street route is used to either: Sort devices on printouts when you print meter reading orders for the meter reader. Sort devices in the file created when you download meter reading orders.
You can define your own meter reading route with enhancement EDMLSORT.
1.3.3.2 Mass Changes to Meter Reading Units Use You use this function to change the meter reading unit in several installations for a key date.
Prerequisites Define parameter groups To define parameter groups, go to Utilities Industry → Device Management → Meter Reading → Meter Reading Organization Define Parameter Groups. For more information, see the field help.
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Change the meter reading unit and allocate it to a parameter group. For more information, see the documentation in the system.
1.3.4 Meter Reading Order Purpose This component allows you to create a meter reading order for each register. The order contains register-specific data and information about the planned meter reading, such as the meter reader and the scheduled meter reading date. Meter reading orders can be created for: Meter readers from the utility company External meter reading companies Meter reading by the customer
Integration Types of meter readings and their scheduled dates are defined in the Portioning and Scheduling (IS-U-BFPS) component. You can override the scheduled meter reading type and select another type of meter reading. For example, instead of selecting the meter reading type Meter reading by the customer you can create an order for a meter reader. In addition, you can specify dates for aperiodic meter readings manually.
Business Object Repository The Business Object Repository (BOR) contains the following Business Application Programming Interface (BAPI) for selecting meter reading orders and results: MeterReadingDocument.GetList (selection of meter reading orders or results) Further information on IDocs: For general information, see the BAPI User Guide and BAPI Programming For more information, see the BAPI documentation in the BOR.
Features You can reverse meter reading orders. If meter reading results exist at the time of the reversal, you can either delete them or retain them for use in another meter reading order. During meter reading order creation, you control the sequence of meter readings of different meter reading categories. You have the following options: You can enter a fixed schedule in the schedule master record for the meter reading unit. To do this, you select the Use MR cat. from sched. rec. field during order creation (individual or mass order creation). The system then creates meter reading orders for meter readings in the category you have entered.
You want to read meters every month. To reduce the number of meter readers, you allow for two estimations and one subsequent reading by a meter reader. You enter meter reading dates with the corresponding scheduled meter reading category in the meter reading unit. The sequence of the dates is retained even if the customer moves out, for example. You can define meter reading control settings in Customizing under Device Management -> Meter Reading -> Basic Settings. During mass order creation, you enter a scheduled meter reading category. The system checks whether meter reading control settings permit this meter reading category for the installation and then creates meter reading orders for the installations accordingly.
You want to allow each installation to be read by the customer twice and then once by the meter reader. You define meter reading control settings accordingly in Customizing and enter them in the installation. You perform mass order creation twice for each meter reading, the first time with customer reading as the scheduled meter reading category, and the second time with meter reading by the utility as the scheduled category. Meter reading date
09/30
10/30
11/30
Installation 1
MR by customer
MR by customer
MR by utility
Installation 2
MR by customer
MR by utility (move-in/out)
MR by customer
One order each is created for 09/30 and 10/30 during the first order creation run for installation 1. Meter reading control settings no longer allow this for 11/30, however. A meter reading order is not created for the installation until the second order creation run, in which case the scheduled meter reading category is meter reading by the utility. The utility company reads meters on 10/30 for installation 2 because the customer has moved out. A meter reading order for reading by the customer is created for 11/30 during the first order creation run, as permitted by meter reading control settings.
1.3.4.1 Meter Reading Order Creation Purpose This component allows you to create: · Individual meter reading orders These orders are usually created for aperiodic billing (for example, for interim and control billings or if a meter reading unit is handed over to another utility company). You can also create single orders for periodic billing if an order has to be created again due to a mistake, for example.
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· Mass meter reading orders In the case of periodic meter readings, orders for several meter reading units can be created simultaneously.
Meter reading orders are not created for flat-rate installations because these installations do not contain metering devices. You can also create a service order or notification for aperiodic orders.
Integration You can transfer data to external systems using IDoc ISU_RPL_ORDER. Further information on IDocs: · For general information, see
IDoc Interface/Electronic Data Interchange
· For detailed information, see
Using Documentation Tools
1.3.4.1.1 Single Order Creation Use This function allows you to create single orders for aperiodic billing. You might need to create single orders for interim and control billings or if a meter reading unit is handed over to another utility company, for example. You can also create single orders for periodic billings if a specific order has to be created again due to a mistake.
Integration You can create individual orders for device installation, removal or replacement, during move-in processing or for individual entry of meter reading results. If you create an individual order to enter a single meter reading result, this does not necessarily mean that meter reading documents are created automatically. You can also use the entry function to create individual orders. In this case, the system creates the data structures for entry and validation internally.
Prerequisites Single order creation may be based on either schedule records, which are generated in scheduling (order creation for periodic meter reading), or on the dates for meter reading and billing that you have entered (depending on the meter reading reason). Billing takes place according the meter reading reason.
Features You can create meter reading orders at the following levels: Meter reading unit Contract Installation Device Each level is permitted for certain meter reading reasons only. You can display the corresponding meter reading reasons for each level via possible entries. Each order creation process is linked to certain dates. You can enter any date, except in the case of periodic meter readings. If the meter reading reason is relevant to billing, enter both a scheduled meter reading date and a scheduled meter reading date so that a billing order can be created. If you create meter reading orders for a periodic meter reading, the system uses the dates from scheduling. The scheduled meter reading category is always meter reading by the company. You can enter one allocation date (on a daily basis) for meter reading and billing respectively. The allocation date of the meter reading is transferred to the meter reading result. The following three indicators allow you to control single order creation externally: Use MR cat. from sched. rec. If you select this field, the meter reading category in scheduling has priority. This allows you to create orders for meter reading by the customer if the schedule record contains the appropriate meter reading category. For more information, see Meter Reading Control. Meter reading interval check If you select this field, the system checks wither a meter reading order or result exists within the meter reading interval. If so, the system suppresses the meter reading order with the meter reading reason with lowest priority. You can speed up order creation by not selecting this field. In this case, the order is always created, even if you have defined meter reading reason priorities for interval checks. Ignore contracts If you select this field, the contracts for which orders have already been created are not checked for completeness the next time you carry out billing-related order creation. This improves performance when you repeat order creation. Suppress service orders If you select this field, the system prevents creation of service orders that are normally created automatically as per customizing settings.
1.3.4.1.2 Mass Order Creation Use This function allows you to create meter reading orders for more multiple meter reading units and dates.
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Prerequisites Schedule records must already exist when you create mass orders. Schedule records are created in the scheduling component.
Features You can only create meter reading orders for one or more meter reading units. There must also be at least one schedule record with an order date within the period entered during mass order creation. You can control mass order creation using the following fields: Scheduled meter reading categ. If you enter a scheduled meter reading category and do not select the Use MR cat. from sched. rec field, the system creates meter reading orders for the scheduled meter reading category entered here. This allows you to create multiple orders for meter reading by the customer and subsequently for meter reading by the utility company. In this case the scheduled meter reading category from the schedule record is ignored. Use MRC from scheduling (Use scheduled meter reading category from scheduling) If you select this field, the system creates orders with the meter reading category in the scheduling component. In the meter reading unit, you can define a schema with schedule records of certain meter reading categories. If you select this field during order creation, the system creates orders with the appropriate meter reading category. This allows you to control the sequence of meter readings with different categories at the level of the meter reading unit or order creation. The system ignores settings for meter reading type control and uses the meter reading category from scheduling.
If you enter meter reading category 03 (automatic estimation), all meter reading orders are estimated immediately during order creation. Meter reading interval check If you select this field, the system checks wither a meter reading order or result exists within the meter reading interval. If so, the system suppresses the meter reading order with the meter reading reason with the lowest priority. You can speed up order creation by not selecting this field. The order is then always created, even if you have defined meter reading reason priorities for interval checks. Ignore contracts If you select this field, the contracts for which orders have already been created are not checked for completeness the next time you carry out billing-related order creation. This improves performance when you repeat order creation.
Activities You can schedule mass order creation in background jobs for better performance. You enter the selection criteria and save them as a variant. You can then supply this variant with start parameters and schedule it to run in a background job.
1.3.4.1.3 Meter Reading Control During meter reading order creation, you control the sequence of meter readings of different categories. You have the following options: You can enter a fixed schedule in the schedule master record for the meter reading unit. When you create orders, select the Use MR cat. from sched. rec. field. The system then creates meter reading orders for meter readings in the category you have entered.
You want to read meters every month. To reduce the number of meter readers, you allow for two estimations and one subsequent reading by a meter reader. You enter meter reading dates for each month with the corresponding schedule meter reading categories in the meter reading unit. The sequence of the dates is retained even if the customer moves out, for example. You can define meter reading control settings in Customizing under Device Management -> Meter Reading -> Basic Settings. During mass order creation, you enter a scheduled meter reading category. The system checks whether meter reading control settings permit this meter reading category for the installation and then creates meter reading orders for the installations accordingly.
You want to allow each installation to be read by the customer twice and then once by the meter reader. You define meter reading control settings accordingly in Customizing and enter them in the installation. You perform mass order creation twice for each meter reading, the first time with customer reading as the scheduled meter reading category, and the second time with meter reading by the utility as the scheduled category. Meter reading date
30.09.
30.10.
30.11.
Installation 1
MR by customer
MR by customer
MR by utility
Installation 2
MR by customer
MR by utility (move-in/out)
MR by customer
One order each is created for 09/30 and 10/30 during the first order creation run for installation 1. Meter reading control settings no longer allow this for 11/30, however. A meter reading order is not created for the installation until the second order creation run. The utility company reads meters on 10/30 for installation 2 because the customer has moved out. A meter reading order is created for 11/30 during the first order creation run as permitted by meter reading control settings.
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1.3.5.3 Reversal Use This function allows you to reverse all objects generated via meter reading order creation, including: Meter reading orders Meter reading results (optional) Billing orders Reversal might be necessary if, for example, you determine the scheduling data was incorrect after you created periodic meter reading orders for a meter reading unit. A reversal may also be necessary if you enter an incorrect device when creating a control meter reading order.
Features On the initial screen you can choose whether the meter reading results: Are to be deleted This means that new meter reading orders are created for all devices when meter reading orders are created again. Are not to be deleted This means that when meter reading order creation is carried out again, new meter reading orders are only created for devices that were not read. Meter reading results are processed for devices that were read. To reverse orders and results that have already been billed, go to Billing → Billing Execution →Reversal. You can only reverse and delete meter reading results entered for a device installation, removal or replacement here.
1.3.4.2 Order Output Purpose This component allows you to: Print meter reading documents You can print meter reading orders or forms for meter reading by the customer, depending on the type of meter reading scheduled. Download meter reading order via raw data interface (RDI) You can download orders as a spool file or an IDoc. You can transfer orders via an RDI to external entry systems, such as MDE devices (mobile data entry) and document readers (download), or print them from external printing systems. In both methods, the application form you use defines the data output. This allows you to output essentially all data in the system.
Integration You use the Print Workbench application component to create application forms. You maintain application forms in the schedule record of the meter reading unit in the Portioning and Scheduling (IS-U-BF-PS) component. You can specify an alternative form during order output. If you want order output to start automatically via batch jobs, you schedule the jobs by maintaining the relevant intervals in the schedule record of the meter reading unit.
Examples of intervals include: Interval between order creation and scheduled meter reading date Interval between download and scheduled meter reading date
1.3.5 Meter Reading Result Purpose This component manages meter readings. Meter readings can be recorded in the following ways: Meter reading by the utility company A meter reader from the utility company or an external meter reading company records the result on the meter reading order or enters it in the external entry system. Meter reading by customer The customer records the readings and provides them to the utility company. Automatic estimation The meter reading result is estimated automatically.
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Interpolation The meter reading is derived from a result already entered in the entry interval. In this way you can avoid having to read a meter that has recently been read. The system stores the both the meter reading results and the way in which they were entered or determined.
Integration For more information on uploading meter reading results, see Upload.
1.3.5.1 Meter Reading Result Entry Purpose This component allows you to enter meter readings for a large number of customers or for a single customer. In this component you can transfer meter reading results to the Utilities Industry (IS-U) component either manually or via an interface from an external entry system (upload).
Integration Meter reading results are uploaded via an IDOC interface (CA-EDI) and imported via direct input.
Features Results can be entered via: Upload A large number of meter readings are transferred from an external entry system to your system and entered there. Fast entry A large number of periodic readings are entered. Fast entry is divided into: Fast entry without immediate correction Implausible readings must be corrected and released later. Fast entry with correction You can branch directly to a correction screen if results are implausible. Single Entry Meter reading results are entered from control readings, interim readings, or final readings from a move-out. Every meter reading result is validated. Results can undergo either independent or dependent validations. You define validations in Customizing under SAP Utilities → Device Management → Meter Reading → Validations. Meter reading results are validated upon entry. If a meter reading result passes validation, it becomes plausible and can be billed. If the result does not pass the validation, it is implausible and must be corrected. If the meter reading result has to be checked on location, a correction or control order is created with updated data. It is also possible to correct plausible results.
You can add your own validations in Customizing under Tools → System Modifications → Customer-Specific Validations. You can use the following enhancements for meter reading results entry: EDMFOLUP This enhancement allows you to trigger follow-up actions after uploaded meter readings have been validated. EDMMR001 This enhancement allows you to add your own fields to the table of meter reading results. For more information, see the documentation to the above enhancements in the system.
1.3.5.1.1 Independent validations Independent validations check the meter reading result from one register only. Results can undergo either fixed or variable validations. Fixed independent validations are performed automatically by the system. Variable validations are carried out according to the settings you establish in Customizing under Device Management → Meter Reading → Validations → Independent Validations.
Fixed Validations Previous result implausible The system validates meter reading based on previous meter reading results. The system first checks whether the meter reading result of the previous
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reading is plausible. If so, the current result cannot be given plausible status. The result from previous reading must be corrected to provide a basis for further validations. Fixed value deviation validation When an inactive or blocked installation is reconnected or when a device is installed after being certified, the system checks whether any consumption recorded exceeds a maximum limit. You define this limit in Customizing under Device Management → Meter Reading → Validations → Independent Validations → Parameters for FVD Validation for Devices not Allocated to Installations. Resetting register validation
In the case of resetting registers, the system checks whether the number of times the register was reset matches the number of meter readings.
Variable Validations Zero consumption validation The system checks whether no consumption was registered and whether this occurred during the zero consumption interval. Permitted number of customer meter readings or estimations The system checks whether the permitted number of successive meter readings has been exceeded. Absolute, relative, and floating tolerance limits The system uses the expected consumption from the previous period to check whether the current consumption is within tolerance limits. You enter the base period category and the comparison period in the installation. You define the number of comparison periods in Customizing under Device Management → Meter Reading → Validations → Independent Validations → Define Validation Parameters for Validation Classes. Usage hours in relation previous period or fixed value
Usage hours are obtained by dividing the period consumption by the installed demand. You define the value in Customizing under Device Management → Meter Reading → Validations → Independent Validations → Define Validation Parameters for Validation Classes. Current usage hours are checked against the usage hours of the previous period. The usage hours must also not exceed a fixed value obtained by multiplying the number of days since the last meter reading by 24 hours. Maximum/minimum contract demand
The system checks whether the demand falls below or exceeds a certain value. You define this value in Customizing under Device Management → Meter Reading → Validations → Independent Validations → Define Validation Parameters for Validation Classes. Meter overflow
The system checks whether the current reading is lower than the last reading.
1.3.5.1.2 Dependent validations During dependent validations, registers in a relationship are validated together. You can use the following types of dependent validations: Control meter validation (fixed value against relative value) The system checks whether the total consumption of the settlement registers matches the consumption of the control register. Serial switching validation The system checks whether the total consumption of secondary installations exceeds the consumption of the primary register. Cosine phi validation The cosine phi is calculated from reactive/active registers. In validation 04, the system checks whether values fall below a lower limit defined in Customizing. In validation 05 (check against cosine phi of previous period), the system compares the cosine phi of the current and previous period(s). Consumption ratio validations (fixed value and previous period) The system creates a ratio for the consumption of registers in a register relationship. The system then checks whether the ratio matches either the fixed value or the consumption ratio of the previous period.
1.3.5.1.3 Upload Use You can upload meter reading results from external systems (such as MDE devices) using a BAPI or IDoc of type ISU_MR_UPLOAD01 (upload meter reading results). The BAPI method is called MeterReadingDocument.Upload. Corresponding structure BAPIEABLU contains the following fields:
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· MATERIAL (material number) Material/device category · SERIALNO (device serial number) · REGISTER (register number) · MRREASON (meter reading reason) · MRIDNUMBER (internal meter reading document number) The meter reading number identifies a meter reading order. A meter reading order is created for each register to be read. The meter reading document number must be downloaded and uploaded from the external system. · READINGRESULT (meter reading) The data record is transferred to the system if either a meter reading result or note was provided. · METERREADINGNOTE (meter reading note) The data record to be uploaded is transferred if either a meter reading or note was provided. The meter reading note can be assigned to a control function in IS-U. The control function defines follow-up actions. · ACTUALCUSTOMERMRTYPE (meter reading type) Describes how the meter reading result was recorded – by a meter reader or by the customer, for example. · METERREADER (meter reader number) The meter reader number is used to identify the meter reader. It is used as a default value and can be stored in the schedule record of the meter reading. You can use the Meter reader number field to indicate that the actual meter reader is different from the default meter reader. · MRDATEFORBILLING (meter reading date) Billing occurs on this date, which is also the end of the billing period. The end of the billing period is determined. · MRTIMEFORBILLING (meter reading time) · ACTUALMRDATE (actual meter reading date) · ACTUALMRTIME (actual meter reading time) · MRDATEOFMAXIMUM (date of maximum reading) · MRTIMEOFMAXIMUM (Time of maximum reading) · SMORDER (service order number) · ACTIVE (active indicator)
There are two upload scenarios: 1. Meter reading orders were already created and downloaded in IS-U. Meter readings are assigned to IS-U orders via the document number when they are uploaded. In this case you do not have to maintain the following fields:
¡ ¡ ¡ ¡
Material number Device serial number Register number Meter reading reason 2. There are no meter reading orders in IS-U/CCS In this case you have to specify the serial number and the register number to identify the device for which readings are to be entered in IS-U/CCS. If the serial number is not unique, you also have to provide the material number and device category. You also have to supply the meter reading reason, a meter reading date and a meter reading.
Further information on IDocs: · For general information, see
IDoc Interface/Electronic Data Interchange
· For detailed information, see
Using Documentation Tools
Here you determine which documentation you can display for a certain IDoc.
Features The enhancements EDMMRRES are available for upload. You use this enhancement to manipulate meter readings after results have been uploaded and before the readings are validated.
1.3.5.1.4 Fast Entry With/Without Correction Use You can use this function to enter a large number of meter reading results manually. Fast entry is normally used for periodic meter readings.
Prerequisites Before you can use this function you must create a meter reading order. Once the meter reading order has been created, meter reading documents are printed and distributed to meter readers. The data to be entered, such as meter readings, notes, or the meter reading date, is usually copied from the meter reading documents.
Features There are two types of fast entry: Fast entry without correction When meter reading results are entered, the meter reading is validated (if there is zero consumption, for example). If the meter reading result fails the
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validation, it is reset and must be processed in a further step (by the agent, for example). It is not possible to release the meter reading during fast entry without correction. Fast entry with correction If the meter reading fails the validation, it can be released during fast entry with correction.
Activities Initial Screen
All meter readings that are allocated to a single meter reading unit and that have the same target meter reading date can be entered together. Data to be entered, such as the meter reading unit, target meter reading date, and meter reading reason can be copied from the meter reading documents. If no target meter reading date is entered, a list appears containing target meter reading dates for which meter reading orders exist. Entry Screen An empty table appears on the entry screen. There is a unique entry number for each meter reading. This number is used to identify and display the corresponding meter reading order for the readings. You can specify the following meter reading data for fast entry: Entry number (only for fast entry) Meter reading Meter reading date Note from meter reader Actual meter reading type Meter reader Time of day of meter reading Actual meter reading date Actual time of day of meter reading Date of maximum meter reading Time of day of maximum meter reading Relevance to billing/extrapolation
If the meter reading fails the validation, you can choose from the following during fast entry with correction: Correct errors
You branch to the correction screen. The correction screen contains detailed information such as the expected reading, actual consumption, and expected consumption. If the meter reading is released, the remaining validations are carried out. Release without correction
The meter reading becomes plausible. No further validations are carried out.
1.3.5.1.5 Single Entry Use This function enables you to enter meter readings for a single customer, contract, installation or device. For example, you may wish to enter a control meter reading for an installation or an interim meter reading with subsequent billing.
Features You do not have to create a meter reading order before carrying out single entry. However, if a meter reading order already exists, that order is taken into account. If no meter reading order exists, an order is created using the criteria you have entered. In the case of a meter reading reason that triggers billing, a billing order is created. The meter readings entered are validated. If a meter reading fails the validation, it can be immediately released or reset for later processing.
Activities You can specify the following meter reading data for single entry: Meter reading Meter reading date Note from meter reader Actual meter reading type Meter reader Time of day of meter reading Actual meter reading date Actual time of day of meter reading Date of maximum meter reading Time of day of maximum meter reading Relevance to billing/extrapolation If a meter reading result fails the validation, you can process it using the following functions: Correct errors You branch to the correction screen. The correction screen contains detailed information such as the expected reading, actual consumption, and expected consumption. If the meter reading is released, the remaining validations are carried out. Release w/o correction The meter reading becomes plausible. No further validations are carried out.
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Estimate Meter reading results can be selected for estimation.
1.3.5.1.6 Correction of Plausible Meter Reading Results Use This function allows you to correct plausible meter reading results. You can use this function if, for example, you originally estimated the customer’s meter reading and the customer provides you with the actual meter reading later.
Prerequisites The meter reading must not have been billed already. A meter reading that has been billed cannot be changed until the billing has been reversed. This function can only used to correct plausible meter reading results.
Features After you change meter reading result, it is validated again.
Activities Initial Screen
All meter reading results are displayed by device and meter reading date. You use an indicator to select the meter readings to be processed. Entry Screen If you have selected several entries, they are processed sequentially. You choose Save or Forward to branch to the next entry. If the entry was saved, it is removed from the processing sequence. You can specify the following meter reading data during correction of plausible meter reading results: Meter reading Meter reading date Note from meter reader Actual meter reading type Meter reader Time of day of meter reading Actual meter reading date Actual time of day of meter reading Date of maximum meter reading Time of day of maximum meter reading Relevance to billing/extrapolation
Correction For further information, refer to the function Fast Entry with/without Correction.
1.3.5.1.7 Correction of Implausible Meter Reading Results Use Implausible meter reading results are reset when meter reading results are imported via upload or when large amounts of data are entered as part of a fast entry without correction. These meter readings can be processed further via the function for correction of meter reading results.
Integration You can forward implausible meter reading results to an agent's inbox. Clerk determination is carried based on the organizational structure. Establish customizing settings as required under Utilities Industry → Basic Functions → Clerk Determination.
Prerequisites A meter reading is given the status Implausible if you have set validations and chosen the error class Warning.
Features Meter readings that belong to the same premise can be validated together on one screen. During the validation, the plausible meter readings are also displayed. If only a single-rate meter has been allocated to a premise, you branch directly to the correction screen. You can create a list of implausible meter reading results for several portions or meter reading units. To do this, choose Goto → Implausible MR results and enter the portions or meter reading units for which you want to create the list.
Activities Initial Screen
Once you have entered a selection criterion, the implausible meter readings are displayed according to premise. You select meter readings to be processed from this list. Overview Screen Meter readings are displayed along with the actual consumption and demand and the expected consumption and demand. Implausible meter readings are highlighted in color. Only these highlighted meter readings can be processed. The following functions are available: Release w/o correction Correct errors
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Estimate
Correction Screen You branch to the correction screen if only a single-rate meter is allocated to the premise or if you choose the correction function. Data is displayed such as meter reading data, forecast data, and master data that support validation. The following functions are available: Release
Any outstanding validations are carried out. Defer
Meter readings are put aside for later processing. Estimate Print correction order Validation information Control meter reading order
If the control meter reading is plausible, the implausible meter reading result is replaced by an estimated result. This estimation is based on the control meter reading.
1.3.5.1.8 Assessing Use IN SAP IS-U, assessing refers to the automatic handling of meter overflows due to over-estimated previous meter readings. These assessing cases do not deal with actual meter overflows but with over-estimated previous meter readings. When an assessing case arises, a result is released during meter reading entry that triggers workflow template ISU_ASSESS1. This workflow reverses the billing and reestimates the meter reading based on the actual meter reading results. The typical assessing case is illustrated below:
The system determines a meter overflow as the (estimated) meter reading result from 3.1. is higher that the (actual) meter reading result from 4.1. Since the meter reading result from 3.1. is an estimation, and the last actual result from 1.1. is lower than the current actual result, this is an assessing case. This means that the system cancels all estimated previous meter reading results that are higher than the current actual result, and reestimates them based on the current actual meter reading result. In the above example, the system cancels the meter readings from 2.1. and 3.1. and reestimates them based on the actual meter reading result from 4.1.
Integration Up to SAP IS-U 4.63, assessing can only be used for billing-relevant meter reading reasons. As of SAP IS-U 4.64, assessing can also be used for control meter reading. To do this, you must set the Ass. Control MR indicator (Assessing also for MR reasons not triggered by billing (09,10)) in Customizing activity Define Technical Control Parameters for Meter Reading Data Processing (table TE410s).
Prerequisites The assessing workfow can only adjust an overflow within a contract. If a change of contract has taken place (due to a move-in/out, for example), the assessing workflow is not triggered and an error message is displayed.
The following example is not an assessing case as a contract changes has taken place due to a move-in/out.
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Features The algorithm for determining an assessing case is as follows: 1. Determination of consumption V1, which occurs between the last actual meter reading result and the current meter reading result. The meter reading results that lie between are ignored. 2. Determination of consumption V2, which occurs between the last actual meter reading result and the last estimated meter reading result. The meter reading results that lie between are ignored. 3. If V2 > V1, an assessing case arises.
The following example is an assessing case:
V1 = 40 (0 – 40) V2 = 100 (0 – 100) V2 > V1 => Assessing required Function module ISU_EVENT_ASSESSING checks whether assessing is required. Once the workflow has been triggered, the corresponding billing documents are reversed and the relevant meter reading results are reestimated in function module ISU_ACTION_ASSESSING.
You can use enhancement EDMASSES to implement customer-specific checks for the determination of assessing cases.
Example
Example 1 - Assessing: Estimated MR Result Lead to Overflow
V2 (55) > V1 (3) => Assessing required
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The meter reading from 3.1. is higher than that from 2.1. (no overflow), however, the estimated meter reading result from 2.1. was overestimated and resulted in a meter overflow.
Example 2 – No Assessing
V2 (100) < V1 (9990) => No assessing required A reestimation would result in an overflow (high consumption).
Example 3 – No Assessing: Actual Meter Overflow (3-figure meter)
V2 (70) < V1 (140) => No assessing required
1.3.5.2 Estimation Purpose This component allows you to estimate meter reading results automatically in the case of missing meter readings or implausible consumption.
Implementation considerations This component is optional.
1.3.5.3 Reversal Use This function allows you to reverse all objects generated via meter reading order creation, including: Meter reading orders Meter reading results (optional) Billing orders Reversal might be necessary if, for example, you determine the scheduling data was incorrect after you created periodic meter reading orders for a meter reading unit. A reversal may also be necessary if you enter an incorrect device when creating a control meter reading order.
Features On the initial screen you can choose whether the meter reading results: Are to be deleted
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This means that new meter reading orders are created for all devices when meter reading orders are created again. Are not to be deleted This means that when meter reading order creation is carried out again, new meter reading orders are only created for devices that were not read. Meter reading results are processed for devices that were read. To reverse orders and results that have already been billed, go to Billing → Billing Execution →Reversal. You can only reverse and delete meter reading results entered for a device installation, removal or replacement here.
1.3.6 Monitoring Purpose This component offers you a variety of information to enable you to monitor meter reading entry and status. For example, you can track the number of meter reading results entered, implausible meter reading results, or meter reading results to be billed. You can display meter reading results by business partner, meter reading units, or periods. You have the following options: Manual Monitoring Automatic monitoring Meter reading results from IDoc You enter a creation date or an IDoc number to obtain a list of IDocs for your search. If you select and IDoc number, you obtain a list of meter reading data stored in the IDoc. If you select an entry with status Plausible, the meter reading result you selected is displayed. If you select an entry with status Implausible, you branch to the screen for correction of implausible results. If you select an entry with status Error, you branch to the screen for individual entry of results
Implementation considerations This component is optional. However, it can be used to quickly obtain information about current meter reading status.
Monitoring of Meter Reading Results Features Portion and Meter Reading Unit You can display schedule records and billing or meter reading orders. Each schedule record contains the following information: Billing Order · Planned Number of contracts for which a billing order is to be created · Actual Number of contracts for which a billing order was created · Billed, Billable, Non-Billable, Billing Suppressed Number of meter reading orders that have been created, that can be billed, or that have been billed Meter Readings · Planned Number of contracts for which a meter reading order is to be created · Actual Number of registers for which a billing order is to be created · Valid, Invalid, Implausible Meter reading orders that have been prepared, number entered as implausible and number entered as plausible
Contract, Installation or Business Partner You can display meter reading results and billing or meter reading orders. Device You can display meter reading results or meter reading orders.
Activities In almost all of the monitoring function’s lists, you can branch to the details of an object by clicking on the corresponding field or by
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choosing Edit → Select in the menu bar.
1.3.6.2 Device Overview Use This function provides you with an overview of all installations from a meter reading unit as well as of all devices in an installation and their register relationships.
1.4.1 Device Inspection Purpose This component manages device inspections and certifications. If a device passes an inspection in accordance with prescribed margins of error, it is certified for a certain period and can be reinstalled. A device may be certified in one of the following ways: · As a device in a sample lot · Individually via periodic replacement · Individually via an SD order
There are two types of certifications: · The calibration validity of a device is renewed via an external certification carried out in accordance with legal requirements by a recognized inspection office. · The quality of a device is inspected according to internal certification guidelines.
Implementation Considerations This component is optional. You require it if you wish to manage device inspections or certifications with the Utilities Industry (IS U) component.
Integration If you would like to inspect devices that are already installed, they must be removed and replaced first. The following components are used for processing the work order or notification required for removal and replacement: Function
Component
Entry of work order or notification
Service Management (PM-CS)
Entry of replacement
Replacement (IS-U-DM-DI-CH)
If a device can be inspected without being removed, you must also create an order or notification in PM-CS.
1.4.1 Device Inspection Purpose Device inspection can be used for company inspections or official certifications of devices.
Process flow Device inspection includes the following phases: 01. Sampling procedure The sampling procedure reduces the number of devices to be inspected or certified. Devices are selected randomly from a large number of similar devices. 02. Device replacement The devices to be inspected are removed or replaced via the periodic replacement function or via a special replacement order. 03. Inspection or certification The removed devices are inspected or certified. Inspection is carried out internally. Certifications or official inspection are usually carried out by inspection authorities. Once the results of the certification are available, the individual devices are re-certified in the system and can be used again. 04. Renewal of lot certification If the lot meets the certification requirements, the devices in the lot can be re-certified.
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Result The inspection process is used for inspecting and certifying individual devices. The sampling procedure is used for renewing the certification of many devices through inspection of a small number of devices.
1.4.2.1 Sampling Procedure Purpose This component allows you to include devices in sample lots. Lots can be created for devices subject to certification from the electricity, gas, water and district heating divisions. Sample lots are divided into external and internal lots. This allows you to inspect devices on the basis of legal requirements or internal quality standards. A fixed number of sample devices is drawn from each lot. If the sample devices pass inspection, the entire lot will be renewed. Due to the individual responsibilities of the different instances worldwide (calibration authorities, for example), a general certification of this sampling procedure is not possible. You should therefore check the permissibility of this procedure before you implement it. Different requirements for the described procedures (in particular with regard to the drawing of samples) are not provided for as standard. You can however use the interface described below for this purpose. These interfaces provide support for enhancing or modifying the standard procedure.
Implementation Considerations This component is optional. You require it if you wish to create sample lots.
Integration If a lot fails, normally all devices are placed in the periodic replacement list (unless a device has already been removed) and certified individually. To do this, you need the Periodic Replacement (IS-U-DM-IS-PR) and Certification (ISU-DM-IS-CT) components.
The device does not lose certification if it is certified beyond the certification period of the lot. To override this, go to Customizing and choose Device Management → Inspection → Basic Settings → Define Parameters for Inspection/Certification. Select the CP (Certification period of device overrides lot) field. The scope of the inspections is determined by the Inspection Point Group (IS-U-DM-TD-IG) component of the relevant device category. You can then enter inspection results using the Inspection Results Management (IS-U-DM-IS-IS) component. Neither component is required for the sampling procedure, however.
Sampling Procedure Purpose The sampling procedure is used to select and subsequently inspect a random number of inspection-relevant sample devices drawn from a larger number of devices.
Process Flow The sampling procedure is divided into the following phases: 1. Lot creation You create a lot master record that contains the lot data.
2. Allocation of devices to the lot You determine the scope of the lot by allocating devices to the lot. When you do this, you must take into account the similarity of devices so that inspection results are as representative of the entire lot as possible. You can perform this function more than once.
3. Determination of lot devices You prepare for lot drawing by creating a table of devices allocated to the lot. This serves as a basis for drawing sample devices.
4. Drawing sample devices The sample devices are drawn from the devices allocated to the lot. The number of sample devices and spare sample devices is dependent upon the lot size, the lot type or other legal requirements. The number is a default value and is not checked by SAP. You can define a user-specific check of the number using customer exit (BAdI CHECK_NUMBER_OF_SAMPLE_DEVICES).
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5. Renewal of lot certification If the sample devices meet the criteria for re-certifying the entire lot, the lot status in the lot master record is changed and the lot is re-certified.
1.4.2.1.1 Official/Internal Lots Definition IS-U devices are grouped into lots for purposes of inspection or certification. Lots can be either official or internal.
Use You can use an official lot in order to certify several devices via the sampling procedure. You can use an internal lot in order to carry out company inspections on devices that by law are not subject to certification or inspection.
Structure Lots may contain the following: Code defining the lot as an official or an internal lot Lot status Compilation date Date on which lot devices were determined Lot size Drawing date Next due year Break-up date
Integration The lot number is entered in the device master record of the lot device. This entry is used to determine the next replacement year of the device, depending on the status of the lot.
1.4.2.1.2 Lot Compilation Use This function enables you to allocate devices to a lot or remove devices from a lot.
Integration This function is a prerequisite for subsequent device inspection functions. You can use enhancement EDMLOT01 (Compile inspections/selections for lot) for this function. This enhancement allows you to perform addition device inspections to decide whether devices are to be included in the lot.
Prerequisites Before you can allocate devices to a lot, you must create the lot. Devices can only be removed from an official lot if sample devices have not yet been removed from the lot. Before you allocate warehouse devices to a lot or to prevent them from being allocated to a lot, you must establish customizing settings accordingly.
Features You use selection criteria to allocate devices to an existing lot. You can either specify each device separately, or you can use the device category and other selection criteria to determine multiple devices and allocate them to the lot. You can also remove single devices or devices of a specific device category from the lot.
Activities The system changes the lot compilation date in the lot master record to the current date and resets the number of lot devices.
1.4.2.1.2.1 Compiling Lots Prerequisites Before you compile official lots, sample devices must not be drawn from the lot.
Procedure
You can also use report REGLOS04 to compile lots. To allocate a single device to a lot, proceed as follows: 01. Choose Device Management → Inspection → Sampling procedure → Compile lot.
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You branch to the initial screen of the transaction. Enter the lot number and choose Lot → Add → Single devices.
You branch to the entry screen for single devices. Enter the devices and choose Save to add the devices to the lot.
To allocate several devices to a lot via the device category, proceed as follows: 01. Choose Device Management → Inspection → Sampling procedure → Compile lot.
You branch to the initial screen of the transaction. 02. Enter the lot number and choose Lot → Add → Via device category.
You branch to the entry screen for selecting devices from the sample lot via the device category. 03. Enter the device category and the number of devices to be selected. You can further restrict your selection by specifying a replacement year or a construction year for the devices to be selected. 04. Choose Lot → Determine device to determine the devices that match your criteria.
You branch to a list with the number of devices found for a certain device category. 05. Choose Save to allocate the devices to the lot and return to the initial screen.
1.4.2.1.2.2 Deleting Devices or Device Categories from Lots Prerequisites You cannot delete devices or device categories from an official lot if sample devices have already been drawn from the lot.
Procedure Deleting individual devices Choose Device Management → Inspection → Sampling procedure → Compile lot.
You branch to the initial screen of the transaction. Enter the lot number and choose Lot → Delete → Single devices.
You branch to the entry screen for deleting devices from the sample lot. Enter the devices you wish to delete and choose Save.
You return to the initial screen of the transaction. Deleting devices of a device category Choose Device Management → Inspection → Sampling procedure → Compile lot.
You branch to the initial screen of the transaction. Enter the lot number and choose Lot → Delete → Via device category.
You branch to the entry screen for deleting devices from the sample lot via the device category. Enter the device categories of the devices to be deleted. You can further restrict your selection by specifying the replacement year or the year of construction. Choose Save to determine and display the number of devices to be deleted. If you confirm the display, the devices are deleted from the lot and you return to the initial screen of the transaction.
1.4.2.1.3 Determination of Lot Devices Use This function determines all devices that are allocated to a lot and writes these devices to an internal table. This internal table is used as a starting point for drawing sample devices.
Prerequisites Before the devices of a lot can be determined, devices must be allocated to the lot.
Features With the appropriate customizing settings you can include warehouse devices when determining lot devices. This is controlled via an indicator on the initial screen of the transaction.
Activities The date of the last lot determination is changed to the current date in the lot master record and the number of lot devices is changed to the number of devices determined.
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Use The sample devices and spare sample devices are drawn from a lot using random numbers. These devices are then removed and inspected in order to assess the quality of the entire lot. Devices can remain installed for inspection if the Installed devs field (certify installed devices) is selected in the device. You can determine: · Whether warehouse devices are to be taken into account This is possible for the total lot procedure at the level of an individual lot or at drawing level. · Whether you require a single drawing or a double drawing
You can only determine this before the first drawing. If a certain number of devices fails in the first of a double drawing, the devices determined in the second drawing are used. The number is specified by the calibration authority in the case of an official lot and by the utility company in the case of an internal lot. In the case of an official lot, this number determines the calibration authority. In the case of a company lot, it determines the utility company. During lot device determination all lot devices receive an internal identification number. If the internal identification number of the device corresponds to the random number, this device is drawn as a sample device. Once the fixed number of sample devices has been determined, the spare sample devices are selected in the same way. The following legal regulations apply to drawing: · Number of devices to be drawn In Germany the calibration regulation of August 12, 1988 applies (Federal Law Gazette 1988, no. 43, p. 1657ff) §14. · Random number table In Germany DIN (German Industrial Standard) 57 418 Part 6/VDE 0418 Part 6, June 1983 applies. · Algorithm for determining the random numbers · A maximum of two drawings per year
At the end of the drawing, a log is displayed that you should read line by line. It shows the stages of the drawing and a list of the sample devices and spare sample devices. The drawing is not completed until the log is saved. The devices are then selected in their corresponding master records as sample devices. The log can be printed as proof for the calibration authority. If you want to use your own algorithm to draw sample devices you can do this by means of BAPI BAPI_ISULOT_INS_SAMPLE_DEVICES.
Prerequisites In Customizing for Device Management the number of sample devices and spare sample devices to be drawn must be defined under Device inspection ® Sampling procedure → Define determination of sample devices. This number is dependent on the following parameters: · Division · Indicator Single sample lot drawing · Type of certification requirement · Type of sample device (sample device or spare sample device) · Lot size
To carry out a drawing, you need to perform the following activities: Create lot Create a lot master record that contains the lot data.
Compilation of lot devices During this process, the lot number is transferred to the master record of the devices allocated to the lot.
Determination of lot devices In this process, all devices belonging to the lot are determined using the lot number entered in the device. They are given a consecutive internal identification number and stored in a table. This table serves as a basis for future drawings. The table contents can be printed in the form of a list for the calibration authority.
Features The random number table consists of 50 lines (j) and 50 columns (i), in which the numbers 0 to 9 are arranged randomly. To display the table, select Environment ® Display DIN table. The numbers are arranged in pairs so they can be read more easily. The table is accessed until all required random numbers have been determined. A random number does not produce a sample device or a spare sample device if: · The random number is larger than the lot size · The random number is zero · The random number has already been determined · The device has already been a sample device or a spare sample device (this can be changed via customizing) · The device is in the warehouse (if warehouse devices are not permitted during the drawing) · The device is not allocated to the lot (due to a removal, for example) · The device does not exist · The device cannot be processed during the drawing (due to changes to the device by a different transaction) Initial Access
The first time you access the table is referred to as initial access and is used to determine the first random number. It consists of a starting line j and as many starting columns i as there are digits in the lot size. You can change this before determination of the first random number. Initial access is proposed automatically for every drawing and is determined based on the current time. Based on the minute as the
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starting column and the second as the starting line, two-digit random numbers are determined from the random number table and used as starting lines or starting columns. The following special features apply. · If the current time produces a first starting line or starting column that is higher than 50, that number is subtracted from 100 and the difference is used. · If the current time produces a first starting line or starting column of 0, the starting line or column 1 is used.
The two-digit numbers for the starting line or starting column are then found based on the starting line and starting column determined by the current time. The following conditions apply: · If the first decimal place of a starting number is greater than four, it is ignored and the next random number is determined. · If a number is repeated during generation of the starting columns, it is rejected and a further random number is determined.
If two drawings have the same starting numbers, they will also have the same random numbers. This allows you to repeat a drawing, for example, for devices that cannot be processed in the short-term (these devices are contained in the log). In this case, the drawing is not saved and the transaction is called again so that the device can be marked as a sample device when it can be processed again. First Random Number
The first random number is found where the starting line meets the starting columns. The start access is saved with the drawing date in the master record of the corresponding lot so that information about the inspection is available at any time. Further Random Numbers
The next random number is determined from the point where the line j + 1 meets the predetermined starting columns. If the line becomes j = 50 + 1, it is set back to 1. However, each of the predetermined starting columns is simultaneously increased by 1. If, as a result of this process, a column becomes i = 50 + 1, then it is set back to 1. Then line 2, line 3, and so on are accessed using the starting columns previously increased by 1.
For a lot with 250 devices, a start access was randomly determined with the starting line j = 2 and the starting columns i = 1, 4, 3. Excerpt from the DIN random number table: Column i Line j
1
2
3
4
5
1
2
2
1
7
6
2
1
9
3
6
2
3
1
6
7
7
2
4
7
8
4
3
7
From this table, the first random number determined is 163, the second is 177, the third is 734, etc. This third random number does not produce a sample device since the number is larger than the lot size. Using this algorithm, the random numbers are repeated after the table has been accessed 2500 times. Therefore, after the first 2500 times, the first starting column is increased by 1, the second by 2, the third by 3, etc. After an additional 2500 times - if the start access has already been increased - the first column is increased again by 1, the second by 2, and so on. However, the contents of the table are never changed.
1.4.2.1.4.1 Drawing Sample Devices Prerequisites Before you can draw lot devices, you must first allocate devices to the lot and determine the lot devices. No more than two drawings are permitted per year.
Procedure To draw sample devices, proceed as follows: 01. Choose Device Management → Inspection → Sampling procedure → Draw sample devices.
You branch to the initial screen of the transaction. Enter the number of the lot from which you wish to draw sample devices and choose Enter.
You branch to the next screen for sample device drawing. Enter the number of sample devices or spare sample devices for the first drawing and, if necessary, select Warehouse dev. (inclusion of warehouse devices) if your customizing settings permit this. You can also change the start access for the lot determination procedure. You also have the following options: 01. If you select the Samp dev. percentage field when you create the lot, the default number of sample devices is determined on a percentage basis.
However, you must first define percentages in Customizing under Define Determination of Sample Lot Devices. 02. Depending on customizing settings under Define Determination of Sample Lot Devices, you can define a different number of sample devices for electronic meters than for mechanical meters. 01. To carry out the first drawing, choose Draw sample devices.
To display the results of the drawing, choose Drawing → Display → Drawing 1 details. 02. If a second drawing is not permitted or you do not wish to carry out a second drawing, you must save the drawing. You branch to the initial screen for sample device drawing.
Result
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The sample devices that have been drawn are indicated as such in the device master record. The devices must be removed, if necessary, and subsequently inspected or certified. If you wish to carry out a second drawing, proceed as above and save the results after the first drawing.
1.4.3 Periodic Replacement Purpose This component manages periodic replacement. During a periodic replacement, devices due for certification are removed and replaced with equivalent devices. You manage the devices to be replaced using the periodic replacement list, where you can also enter further devices, such as devices from an internal lot. You can choose devices from the list that must be replaced at a certain time and then create a work order or notification for those devices.
Implementation considerations This component is optional. You require it if you wish to certify devices individually a lot does not pass inspection and the devices must be certified individually
Integration You need the Certification (IS-U-US-CT) component in order to certify a device that has been replaced.
1.4.3.1 Creation of Periodic Replacement Lists Use This function enables you to: Create periodic replacement lists Extend periodic replacement lists Add devices with an advanced replacement year to periodic replacement lists When a periodic replacement list is created, all installed devices are included whose periodic replacement year is before or the same as the specified periodic replacement year. The periodic replacement year is then obtained by adding the last certification year (in the device master record) and the calibration validity (in the device category master record). If a device is allocated to an official lot, the periodic replacement year of that device is specified when the lot is terminated. If a device has been allocated to an internal lot, this is not taken into account during determination of the periodic replacement year for that device. SAP recommends that you create periodic replacement lists in background jobs. You can select this option before you create a list.
Integration You can create work orders or notifications for the devices once the periodic replacement list has been created. To do this choose, Create Work Orders or Notifications.
Prerequisites Only devices that have been installed and certified can be placed on the periodic replacement list. The devices for this installation process must be already certified.
Features When you create a periodic replacement list, the list for the current year is always cleaned up first. This means that all devices are removed from the list that have not yet been removed or for which no orders or notifications have been created yet. Subsequently, all devices with the periodic replacement year in question are included in the list. If desired, you can create the list only for devices of a specific division category. When you extend the list for a year, you use additional specifications (see below). You can combine these two steps if you make additional specifications when you create the list. You can also specify the following: Device category with/without replacement year and/or last certification year Company area (processor ID) Lot Within one line, these specifications restrict one another (logical AND). Several lines have the effect of an extension (logical OR). If you add devices to the list that have an advanced replacement year, you cannot use additional specifications. Adding such devices to the list is only a manual extension. Before you create or extend a list, a saved variant must exist. A variant contains all parameters for executing the function. If devices belong to an official lot and the lot is terminated before the replacement list is created, then the devices of that lot are automatically included in the list. However, if the lot is terminated after the periodic replacement list is created and the lot devices for this year are to be included in the list, then you must add those devices after the list has been created. A statistics or error log is created when a list is created or extended. You can also display these logs after executing Transaction SLG1 (Object: IUEG, SubObject REP_STAT or REP_ERROR).
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1.4.3.2 Work Order or Notification Creation Use This function allows you to create work orders or notifications for: Devices from the periodic replacement list Sample devices or spare sample devices from a sample lot.
This section tells you how to create work orders. You use the same procedure to create notifications. Depending on the selection criteria you have entered, work order creation may require high system performance. Therefore, if you wish to create many orders at once, we recommend that you create them in the background.
Integration You cannot create orders for periodic replacement devices if you have not already created a periodic replacement list. Also, you cannot create orders for sample devices or spare sample devices if you have not already carried out the sampling procedure.
Prerequisites Selection options for devices from the periodic replacement list are either: Predefined Or dependent upon customizing settings in device management under Inspection → Periodic Replacement List → Define control parameters for periodic replacement list.
Before you can create orders, you must allocate order codes to order profiles in Customizing for work management. To do this, choose Work Management → Processing → Define order codes . For devices from the periodic replacement list, use the order code PREP, for sample devices or spare sample devices, use order code SAMP. Before you can create notifications, you must allocate notification codes to order profiles in Customizing for work management. To do this, choose Work Management → Processing → Define Notification Codes .
Features When you create replacement orders for devices from the periodic replacement list, you can select devices from the list using a periodic replacement year. You can limit the selection using the following criteria: Number of devices to be selected Planned replacement year of the devices Device category Division category Function class Construction class Meter reading unit Company area Regional selections (according to country, city, street and house number) Free selections (in the case of active customer include for periodic replacement) For regional selections, several lines have the effect of a logical OR, meaning the selection is extended. When you create replacement orders for devices from sample lots, you can differentiate between sample devices, spare sample devices or first and second drawing. Each time you create an order, you can specify the basic start and end date. These dates are transferred to the SM order and used in scheduling. You can also specify a default value for the maintenance planning plant. This value is used for determining the order profile if the system cannot determine the maintenance planning plant internally. If you wish to replace all devices in a device location, you can use Replace all dev. of dev. loc. You can restrict your selection by specifying one or more divisions. Replacement orders are then created for all devices in the relevant device locations in the divisions specified. It is also possible to carry out an interval check for all devices determined. During an interval check, the system determines whether a meter reading is scheduled for a given device after the scheduled order date. Further processing is dependent upon the Display date overlap indicator. If you set this indicator, you receive a list of all devices for which the meter reading interval check resulted in overlapping dates. The list specifies whether a replacement order is to be created for the device or whether only an entry in the statistics log is to be made. If you do not set this indicator, a message is written to the statistics log for each device with overlapping of dates. If you create orders for devices that can only be certified while installed, then you must define a separate order code for these devices. This order code must be allocated to the appropriate order profile in Customizing. You then allocate the newly defined order code to the device category of these devices. This means that the allocated order code is used for all devices of this device category instead of the order code PREP or SAMP. You can also define this allocation at the device level. In this case, a separate order code is allocated to a single device. A statistics or error log is created each time work orders are created. You can also display these logs after executing the transaction or via transaction SLG1 (object IUEG, sub-objects WO_STAT or WO_ERROR).
1.4.3.3 Work Order Printout Use This function allows you to print work orders with IS-U data. Because PM/SM orders do not recognize IS-U data, you use modified PM/SM print reports and a modified PM/SM print form.
Prerequisites You must perform the following IMG activities for print control in maintenance order management: Define shop papers and corresponding print layout Maintain default shop papers for printing In the first activity, you define a shop paper using a print form and a print report. In the second activity, you allocate the shop paper to each order type. The shop
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paper then serves as a default for the order type.
Features In IS-U, the print form ISU_JOB_TICKET is used. It contains fields for IS-U data in addition to the standard fields for order data. This form contains fields from a variety of business processes although you do not always require all of the fields at once. The link between this form and the individual print reports produces the shop papers. For each business process (in this case, each order category), there is one shop paper. All IS-U print reports are in development class EEWM_PRINT. The availability of IS-U data is dependent on the data of the individual print report.
Activities SAP recommends the following procedure for modifying shop papers: 01. Copy the print report 02. Modify the print report. 03. Copy the form (ISU_JOB_TICKET). 04. Modify the form. 05. Use Transaction OID1 to define an individual shop paper using the print report and form you copied. 06. Use Transaction OID2 to define this shop paper as a print default for the order type.
1.4.4.1 Certification Purpose This component manages individual certifications of devices. If a device functions in accordance with legally prescribed standards, it is certified for a certain period of time and can be installed (or reinstalled).
Implementation considerations This component is optional. You require it if you wish to certify devices individually a lot does not pass inspection and the devices must be certified individually
Integration Devices that you wish to certify are normally entered in the periodic replacement list via the Periodic Replacement (ISU-DMISPR) component. Devices that have already been removed are not entered in this list, however. The scope of the inspections is determined by the Inspection Point Group (IS-U-DM-TD-IG) component of the relevant device category. You can then enter inspection results using the Inspection Results Management (IS-U-DM-IS-IS) component. Neither component is required for the sampling procedure.
1.4.4.1 Certification Use This function enables you to certify devices that have lost their calibration validity. A device might be certified due to a destroyed seal or as part of periodic replacement or company inspection.
Prerequisites You can certify devices at any time. There are no prerequisites for certification.
Features Devices are certified based on the certification year. You can limit a certification to devices of a certain device category. You can specify whether only installed devices or only removed devices are to be certified. The following restrictions apply to the certification year: Devices can usually be certified for the current year (system year) and previous years. You can only certify devices for the following year (system + 1) after September 30 of the current year.
Certification date: 09/30/1998 or 10/01/1998 Certification years permitted: 1998 and earlier or 1999 and earlier Subsequently, by specifying the device serial number, you can enter all devices to be certified in the table. If a device belongs to a device group, the rest of the devices of the device group can be included in the table automatically. For each device, you can specify certification number, a certification type and a seal code. You can also enter the readings of all registers of the devices to be certified. Note that the meter readings you specify do not undergo a validation.
1.4.4.2 Seal Extension Use Seal extension is an enhancement to certification. Seal extension is used for certifying devices that have lost their calibration validity. A device might require seal
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extension due to a destroyed seal or as part of periodic replacement or company inspection. Unlike certification, this function requires you to enter a seal date, a certification type, and seal code.
Prerequisites You can certify devices at any time. There are no prerequisites for certification.
Features Seal extension is carried out based on the certification year and seal date of the device. You can restrict the seal extension to devices of a certain device category. You can specify whether only installed devices or only removed devices are to be certified. The following restrictions apply to the certification year: Seal extension can be carried out for the current year (system year) and previous years. You can only certify devices for the following year (system + 1) after September 30 of the current year.
Seal extension date: 09/30/1998 or 10/01/1998 Certification years permitted: 1998 and earlier or 1999 and earlier Subsequently, by specifying the device serial number, you can enter all devices to be certified in the table. If a device belongs to a device group, the rest of the devices of the device group can be included in the table automatically. For each device, you specify certification number, a certification type and a seal code. You have the option of entering a certification number. You can also enter the readings of all registers of the devices to be certified. Note that the meter readings you specify do not undergo a validation.
Recording Device Inspection Data in Quality Management The SAP Quality Management (QM) component is used to record and manage device inspection data in IS-U. This section describes the necessary system settings.
Required Presettings · Table T156M Before you can post a material transfer in the inspection stock, you must enter MA07 2 1 and MA07 2 2 in table T156M. If these entries are missing, maintain them as described in note 119613. · Table TQ30 Enter inspection type 08ISU_01. Double click on the inspection type and maintain the following values: Physical-sample type
08
Notification type
F3
One notification per inspection lot
X
Task list usage
9
Control key
QM01
Transaction
9000
· Table TQ34 Double-click on the inspection type to maintain the values for 08ISU_01. These values are then given when you allocate the inspection type to the material (see Create Material). · Table TQ32 Enter inspection type 08ISU_01 for inspection lot origin 08. · Table TE131 If inspection type 08ISU_01 is defined for a material, this table must contain the movement types for which PM inspection lots have to be generated for certification during stock transfer (standard U11). · Create material If QM inspection lots can be generated for certification of equipment, you must specify the following in the material:
¡ In the basic data 1, Unit must be specified as the base unit of measurement. ¡ Under Quality Management you have to create inspection type 08ISU_01 for the inspection data and set the following detailed information fields:
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Post to inspection stock
X
Inspection with task list
X
Automatic allocation of default values
X
Inspect characteristics
X
100% - inspection
X
Skips permitted
X
Automatic usage decision
X
Single units possible
X
When you enter check type 08ISU_01, ensure to set the Preferred indicator. · Serial number profile In the serial number profile for IS-U equipment, you must enter serial number usage 02 (optional) for serialization procedure QMSL.
Inspection Plan Description of the quality inspection process for the materials in a plant. An inspection plan can consist of several operations. An operation determines which activity to execute at a work center. Operations can consist of several inspection characteristics. An inspection characteristic describes what needs to be inspected. In addition, the required production resources and tools can be determined for each operation. Inspection Plan Header In order to prevent getting multiple results per characteristic and device, ensure that the value 3 (unique external numbering) is entered in the External Numbering field in the inspection plan header. If you do not do this, it is possible that multiple results are generated by the import of data from an external system. The Usage field must contain the value 9 (the same as in inspection type 08ISU_01). Procedure When processing inspection data, if you want to go directly to the units to be inspected view once you have selected the corresponding operation, you must enter the value 11 (confirmation of results for units to be inspected) in the Recording View field. If you want to be able to export lot data to a subsystem, you must specify a work center for every operation. The work center must in turn be allocated to a subsystem. You maintain subsystems in transaction QSUB.
Communication with External Systems RFC function modules are available in QM for communication with external systems. The names of all the function modules begin with QIRF_, which makes them easy to find within the development environment. QIRF_SEND... These function modules allow you to download data from an ERP system to a subsystem. QIRF_GET... These function modules allow you to upload data from a subsystem to an ERP system. For further details on the function modules, see the documentation for QM. QIRF_SEND_REQUIRMENTS_GET_DATA You use this function module to download operation and characteristics data to the subsystem. Ensure that the Record Type field in the I_QUAILS input structure is empty and that the SUBSYS (Subsystem) field is filled. QIRF_GET_ORIGINAL_VALUES You use this function module to upload inspection data recorded in the subsystem to an ERP system. For quantitative characteristics, use record type Q51. For qualitative characteristics, use record type Q52. In order to be able to allocate the inspection data to the corresponding device, you must set the KZSERNR indicator in table T_QAISETAB and you must enter the serial number in the SERIALNR field.
Process Flow The cycle of the devices is generally the same: 1. Delivery of the devices It is irrelevant whether or not the devices are serialized on delivery.
2. Install devices The devices are serialized at this point at the latest.
3. Replace devices periodically. At this stage, some of the removed devices must undergo certification. For this purpose, you must allocate the devices to be inspected to a QM lot according to their category. Include as many devices in a QM lot as you want to process in one operation. The individual inspections are specified in the inspection plan, which is automatically allocated to the QM lot when it is created. A QM lot can be generated in a number of ways: Generate QM lot manually 1. Transaction QM01. 2. Enter material, plant, and inspection lot origin.
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3. On the next screen, enter the number of devices that you want to inspect using the QM lot (inspection lot amount). 4. The serial numbers of the devices are only allocated to the QM lot when you record the inspection results (transaction QE01). 5. Manual transfer of devices to inspection stock. Generate QM Lot by Stock Transfer 1. Transaction MB1B. 2. Enter movement type U11, plant and, if necessary, storage location. 3. In the next screen, enter target stock location, material, the number of devices you want to inspect using the QM lot and, if necessary, a source stock location. 4. Confirm the next screen without making any changes and on the following screen enter the serial numbers of the devices for inspection (use F6 for selection help). 5. If you end the posting by saving, a QM lot with the specified devices is generated in the background and transferred to the inspection stock of the target stock location. 6. Once the QM lots are generated and the serial numbers are assigned, you can enter the inspection data (transaction QE01). Recording Inspection Data in External Systems In this case, the subsystem must first download the inspection characteristics of the ERP system by means of the QIRF_SEND_REQUIRMENTS_GET_DATA function module. Once all of the information exists in the subsystem, the inspection data can be fully recorded there. Since the serial numbers can not yet be downloaded at this point, you must enter them manually when recording the inspection data. In order to ensure that the inspection data is allocated to the correct device when it is uploaded to the ERP system, you must specify the serial number in every data string. Inspection Lot Completion Once the inspection data has been recorded, you must close the characteristics before you can complete the inspection lot. Inspection lot completion (transaction QA11) includes making a decision about the usage of the inspected material and transferring the devices from the inspection stock. You can use UD code A from selected set 03 for the usage decision. If you want the usage decision to trigger a follow-up action it makes sense to define your own usage decision. Proceed as follows: · Table TQ07:
¡ Define a follow-up action ¡ Define the function module to be executed for the follow-up action · Transaction QS00:
¡ Define a code group ¡ Define the codes that can be used in the code group ¡ Define a selected set with status 2 (released) ¡ Define the codes of the selected set referring to a follow-up action (TQ07) In order to disburden the inspection stock, you must transfer the devices to one or more storage locations within the transaction.
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