Is u Data Creation

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ISU Data Creation

ISU DATA CREATION

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Table of Contents

1 ISU Master Data Model................................................................................................................4

2 ISU Business Master Data .i Create Partner (FPP!............................................................................................................ "

ii Create Contra#t A##ount$ (CAA!..................................................................................... .%

iii Create Contra#t (ES2%!.......................................................................................................&

' ISU Te#ni#al Master Data .

i Create De)i#e (I*%!.........................................................................................................2%ii Create Conne#tion O+,e#t (ES""!......................................................................................2"

iii Create Pre-ise (ES&%!.......................................................................................................2

i) Create Installation (ES'%!..................................................................................................'

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1 ISU Master Data Model

Master data in ISU is primarily divided into 2 parts.1. Business Mater data.2. Tecnical Master !ata.

Business Mater data" Business Mater data comprises of Business Partner# $ontract%ccount and $ontract data o&'ects (ic provide te customer information li)e/ $ustomer %ddress/ Ban) details/ Payment * Ta+ details/ Type of contracts etc

Technical Mater data: Tecnical Mater data comprises Premise# $onnection ,&'ect#Installation and !evice. Tese o&'ects provide information a&out te tecnical attri&utes (icare important in calculating te consumption for &illing a particular customer. Te signi-canceof eac o&'ect as &een e+plained in te follo(ing capters.

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Note:Before start creating te Master data it need to &e made sure tat te egionalstructures# Ta+ codes# %ccount code# %ccount determination codes# Meter ead Units /MU0and portions are con-gured.

2 Create Business Partner (FPP1)

Business Partner is te igest level of customer contact data from te Business Master !ataperspective. It groups all te $% aving related to one customer so tat te centraliedmaintenance of te account is possi&le li)e maintaining te Ban) details# $redit (ortinessetc.

Fields to be considered while creating the Business Partner:

Mandatory felds:

1. Business Partner $ategory"Person# ,rganiation# roup

Use" determines access to certain -elds &ased on te category mentionedote" $annot alter &usiness partner category later

2. %ddress3. $reate in ole"

a. $ontract Partner" 4in)s te Business partner to $ompany tru $ontract%ccount * $ontract.

&. Installer" %lready connected to a $o $ode.

!tional Fields:

1. eference customer" It elps to use te standard S! functionality.2. 5urisdiction code.

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Data creation !rocess: Business Partner is created (it Partner $ategory" Personproviding te address and Ban) details.

1. 7nter 8n9PP1 in te command &ar.

%nd Press "#nter$.

2. Select :Person; (ic displays te Create Personscreen

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3. =igligt te >%ddress? ta& and enter

ame %ddress details of te Business Partner.

6. $lic) on >More felds? and provide

5urisdiction $ode

Tis value is dependent on te egion tat te address &elongs to

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3 Create Contract Account: (CAA1)

$ontract %ccount groups all te contracts of a Business Partner aving same !unning andPayment data. It olds te control data /Ban) !etails# Payment data# !unning data#%lternative Payer# Payee# Bill recipient# !unning ecipient0 (ic is applica&le to all tecontracts grouped under tis contract account. $ontract account is managed using te !enIte& %ccountingin %* %P.

Fields to be considered while creating the Contract %ccount:

Mandatory felds:

1. $ontract %ccount category"

Te contract account category determines te follo(ing contract account attri&utes"

Deter you are allo(ed to assign only one &usiness partner or more tan one to acontract account

Deter you are allo(ed to assign only one contract or more tan one

Deter you are allo(ed to maintain a contract account online

Te num&er range tat is allo(ed for e+ternal or internal num&er assignment

Deter it is a collective invoice account /ISEU0

Deter it is a oneEtime account

Te editing screens or data -elds tat you can use to edit te contract account

2. Tolerance roup " !efine te tolerance limits for incoming payments3. $learing category" Tis references te contract account in automatic clearing postings.

It is com&ined (it te clearing type to form te )ey tat de-nes te clearing rules in$ontract %ccounts eceiva&le and Paya&le.

6. Payment $ondition" Tis -eld de-nes te rules for determining due dates # incomingpayments as (ell as deadlines for outgoing payments. It is used in &usiness processesfor determining &ill due dates and &udget &illing amount due dates.


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Data creation !rocess:

+( 7nter 8n$%%1 in te command &ar.

Press "#nter$

Tis ta)es you to $ontract account $reate initial screen.

,( 7nter te values for Business Partner nu&ber to (ic you (ant to attac tis $ontract %ccount Cont( %cct Cat(

Tis value elps to align te control data of te %ccount group (it tis contractaccount.

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-( Press "#nter$.

Tis ta)es you to $ontract %ccount $reate" eneral !ata screen.

Provide values for

$ontract %ccount name Tolerance roup $learing $at Payment $ondition %ccount class %ct !eterm.I! Bill 9orm

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.( o to Payment8Ta+es Ta& and enter value for

espon.co.code

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/( o to !unning8$orrespondence Ta& and enter values for

rouping $at !unning Proc

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0( Press "Sa'e$

Tis creates te $ontract %ccount (ic is seen in te status &ar.

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4 Create Contract (ES2)$ontracts represent te entities tat are &illed. ou can &ill one or more contractstogeter using a contract account.

$ontracts are lin)ed to installations in ISEU and tese installations contain tecnical data

(it regard toBilling.

Fields to be considered while creating the Contract:

Mandatory Fields

1. !ivision2. $ompany $ode.3. 5oint Invoicing" =ere (e specify (eter tis contract is to &e invoiced togeter

(it oter contract and o( tis is to &e done.6. %ct !eterm I!


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!ivision $ompany $ode

Press "#nter$

Tis ta)es you to $reate $ontact screen.

- 7nter values for

7nter 5oint Invoicing

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%cct. !etermination I!

. Press "#nter$

Tis ta)es you to %dditional !ata ta& screen.

/ 7nter values for

$ontract %ccount

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0 Press "Sa'e$(

Tis creates te ne( contract num&er (ic is displayed on te status &ar.

Dos ) Don*ts:

a. $ontacts are automatically created during customer moveEin into a premise# so it isadvisa&le not to create te contract e+plicitly.

&. ,nly one contract can ever &e assigned to an installation at any one time.

! Create De"ice (I#1)

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% !evice is an instrument used for measuring consumption# processing data# or controllingand protecting oter instruments.

!evices are managed in te Plant Maintenance /PM0 application component as pieces ofeJuipment (it serial num&ers.

Te device num&er is created in MM (it te function oods eceipt. %t te utility company#te device is la&eled (it tis num&er.Te device num&er can also &e generated (en youcreate a device in ISEU. Te device is identi-ed &y a uniJue material andserial num&ercom&ination to distinguis it from oter pieces of material tat may ave te same serialnum&er. Te eJuipment num&er is te same trougout te (ole system. !evice issynonymous to :7Juipment; in Plant Maintenance.!evice can &e from one of te device category li)e meter# sensor# counter# regulator# correctoror transformer.

Fields to be considered while creating the De'ice:

Mandatory Fields

1. Material" Te oods tat are te su&'ect of &usiness activity.

2. Te Serial um&er master record is a com&ination of te material num&er and teserial num&er.

3. $ategory" E Key !istinguising individual tecnical o&'ects according to teir use.

6. 7.g. Macinery# !evice


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2 7nter value for

Material $ategory

3 Press "#nter$. Tis pops up te ISU data screen.

7nter value for

1egister grou!(ill &e defaulted &ased on te material selected Ins!ection 1el(sould al(ays &e 1 %n initial meter reading can &e recorded if reJuired

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6 Press te "Trans2er$&utton.

Tis ta)es you to $reate Material Serial um&er" IS data screen

Te screen (ill &e populated (it te values as so(n &elo(.

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< $lic) "Sa'e$.

Te ne( !evice num&er /serial num&er0 is so(n in te status &ar.

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Dos and Don*ts

ou can use pieces of eJuipment &y temselves /pure o&'ectErelated structuring0# or incom&ination (it te component 9unctional locations /function and o&'ectErelated structuring0.

$ Create Connection %&'ect (ES!!)

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% connection o&'ect is usually a &uilding &ut can also &e a piece of property or a facility# sucas a fountain or construction site.Since an address is allocated to a connection o&'ect# te connection o&'ect lin)s premises#device locations and connections to te postal regional structure.

Te connection o&'ect is a functional location from te Plant Maintenance /PM0 applicationcomponent. Terefore# maintenance is managed using te functions of te ServiceManagement /PMESM%0 component# for e+ample# if you (is to organie te repair andmaintenance of devices at te connection o&'ect level. Maintenance and repairs are &illedusing te Sales and !istri&ution /S!0 application component.

Fields to be considered while creating the Connection b3ect:

Mandatory Fields

1. !escription" E !escription of connection o&'ect

2. Street %ddress

!tional Fields

1. $ommunication ta& telepone# mo&ile pone# fa+# eEmail.

2. P, &o+ address

3. $omments E %ddress notes


1 7nter 8n7S


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Press "#nter$.

Tis (ill display te $reate $onnection ,&'ect" Initial Screen.

2 %t te $reate $onnection ,&'ect" Initial Screen# press "#nter$(itout ma)ing anycanges.

Create Connection b3ect: 455556screen is displayed.

3 7nter values for

%ddress

Maintenance Plantdetails# as &elo( /Te address is te same as tat forte Business Partner created earlier0.

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6 Press "Sa'e$/Ignore any error message due to te postal code# and accept te address0.

ote te $onnection ,&'ect num&er in te status &ar.

Dos and Don*ts

9or eac connection o&'ect you can de-ne any num&er of static notes. Tese can &e printedon meter reading orders# for e+ample# to give -eld service employees e+tra information.7+ample include Ning Mr ;s door&ell#N NBe(are of te dog#N and so on. ou can also sue tedynamic notes prede-ned in te system /for e+ample NInstallation &loc)ed for meter reading#NNMeter reading already entered.N0

Create Preise (ES$)

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epresents a self contained unit (itin te &uilding /e.g. an apartment or a sop0.Te Premiseolds speci-c address data. /7.g. Pro'ect# round 9loor# 3HHH =ills (ood !rive# =ills (oodBusiness Par)# $ertsey# Surrey# KT1@ HS0

Te premise is an enclosed spatial unit tat is supplied (it energy# for e+ample# anapartment or factory.

Te premise is allocated to a connection o&'ect and to te address of tat connection o&'ect.% premise can ave several utility installations. Since te premise is divisionEindependent# youcan allocate electricity and (ater installations to te same premise# for e+ample.

Fields to be considered while creating the Pre&ise:

Mandatory Fields

1. $onnection ,&'ect

!tional Fields

1. 4ocation supplement# Ooor# room num&er

2. %ttri&utes Premise type# ,(ner# o. of persons# %utoriation group

3. otes for premises


1 7nter 7S@H in te command &ar.

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Press "#nter$

Tis(ill display te Create Pre&ise: Initial screen.

2 %t te $reate Premise Initial" Screen# press enter (itout ma)ing any canges.

Tis ta)es you to $reate Premise screen.

3 7nter values for

$onnection ,&'ect num&er %ddress of te premise.

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6 Press "Sa'e$.

Ma)e a note of te Premise num&er from te status &ar.

Do*s and Don*ts

9or eac premise you can maintain te follo(ing -elds

a. %dditional street data ena&les you to manage additional information on te streetname of te connection o&'ect. ou can also store diFerent street names.

&. Storage data elps -eld service employees to Juic)ly identify premises.

* Create Installation (ES3)

%n installation groups togeter te devices# registers# and# if applica&le# reference valuestat &elong to te same division and are allocated to te same premise# and tat areterefore &illed togeter# suc as an onEpea) and an oFEpea) rate meter.

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%n installation is allocated to one contract only. In e+ceptional cases /suc as aninstallation under construction or an installation (itout an o(ner0 an installation is notallocated to a contract.

Te &illingErelevant installation data is managed historically. Tis ena&les you to cangete rate category (itin a &illing period# for e+ample# (itout any pro&lems.

Fields to be considered while creating the Installation:

Mandatory Fields

1. Key !ate" E Key !ate for Selection %ccording to TimeEelated alidity

2. !ivision" E Type of utility /7lectricity or as0

3. Premise" E Premise on (ic device installation is needed

6. alid 9rom" E Start date of validity


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Press "#nter$(

Tista)es you toCreate Installation: Initial Screen(

, 7nter values for

Key date !ivision

- Press "#nter$

Create installation screen is displayed.

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. 7nter values for

Premise num&er. B$lss ate $at M Unit

/ Press "Sa'e$.

Te ne( Installation um&er is displayed in te status &ar.

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Dos and Don*ts

a. Te entries you ma)e in te deregulation -elds of te installation aFect o( tederegulation scenario is determined.

&. ou can cange te valid fr. /valid from0 date or te premise of an installation aslong as a contract as not yet &een allocated to tat installation# and no devicesave &een installed.

c. ou can allocate a load pro-le to an installation. Te allocation is related to teidenti-cation of te corresponding load pro-le.

d. ou can override te general rate category (it te individual rate category of teinstallation /if you ave made speci-c arrangements (it te customer# fore+ample0.

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