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SAP S/4HANA Utilities for Customer

Management 2.0

PUBLIC
Agenda

• Business Partner Overview (slide 3)


• Premise Overview (slide 15)
• Enhanced Identification split screen (slide 23)
• Meter Reading (slide 35)
• HANA Free Text Search (slide 44)
• Managing Harmonized Technical Master Data (slide 51)
• Fast move-in for an occupied premise (slide 65)
• Add related Business partner (slide 73)
• Payment hub integration (slide 85)

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Customer Management in IC
Business Partner Overview

CUSTOMER
Objectives

After completing this learning module, you will be able to:


• Open Business Partner Overview with confirmed business partner
• Get an 360 degree overview of a business partner
• Explain how to visualize all business related information of a business partner in a
hierarchical tree
• Explain how to visualize all connection objects of a business partner in a hierarchical tree
• Explain how to visualize all business and technical master data of a connection object in a
hierarchical tree
• Explain how to navigate from tree objects to object detail views
• Use one-click actions
– Start processes (e.g. create clarification case)
– Navigate to detail pages (e.g. Premise Overview, clarification case, interaction record, etc.)
– Customize project specific one-click actions in result tree icons

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Business Example

John, a utility customer, calls the customer service agent and requests information
about his contract account. The agent uses the Business Partner Overview to get a
full 360 degree overview about all data of the customer.

Using the Business Partner Overview, the agent looks at business data, service
locations data, technical data, contract accounts and interactions. The agent also
could have a look for existing clarification cases.

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Agenda

Business Data Environment

Service Location Environment

Technical Data Environment

Contract Accounts

Interactions

Clarification Cases

Customizing

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Business Partner Overview Clear Interaction End
tries to clear without creates the interaction record
creating a record and clears the interaction

Overview
• Allows a 360 degree overview of
a BP
General BP data
• General information for BP like
address with counters for contr.
accounts, contracts, premises
and point of deliveries.
Last Interaction Records View
Business Data Environment
• This tree is one of 6 tab sheets
with detailed information. You
can see business master data.
Context menu and one-click
actions
• Use icons and links to use these
features
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Business Partner Overview

Result Trees are customizable


• Business Data Environment,
Service Location Environment,
Technical Data Environment
BOL trees are delivered with
predefined structures and nodes
• All these trees can be enhanced
or configured. See slide 11.

Service Location Environment


• This tree is one of 6 tab sheets
with detailed information. You
can see service location data.

One-click actions
Use links to open detail page
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Business Partner Overview

Technical Data Environment


• This tree is one of 6 tab sheets
with detailed information. You
can see technical data.

One-click actions
Use links to open specific detail pages
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Business Partner Overview

Contract Accounts
• This table is one of 6 tab sheets
with detailed information. You
can see contract accounts.

One Click actions


Use links to open detail page of contract account
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Business Partner Overview

Interactions
• This table is one of 6 tab sheets with detailed information. You
can see interaction records. Click on blue links to navigate into
interaction records.
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Business Partner Overview

Clarification Cases
• This table is one of 6 tab sheets
with detailed information. You
can see clarification cases.

Clarification Cases One-click


actions
• Use Links to open clar. case

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Customizing for Business partner overview
• BOL tree customizing

SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User


Interfaces->Business partner Overview: "Assign Tree Profiles to Business partner Overview“
– Business Data Environment: Prof. Name S4CUTBPOV1
– Service Location Environment: Prof. Name S4CUTBPOV2
– Technical Data Environment: Prof. Name S4CUTBPOV3

• Additional customizing
Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for
User Interfaces->General Functions: Define Object Hierarchy and Object Attributes
▫ Enable context menu for tree icons
▫ One-click actions
▫ Component set
▫ Rows per page
▫ Visible rows in scroll area
▫ Change columns

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Summary

You should now be able to


• Open Business Partner Overview with confirmed business partner
• Get an 360 degree overview of a business partner
• Explain how to visualize all business related information of a business partner in a
hierarchical tree
• Explain how to visualize all connection objects of a business partner in a hierarchical tree
• Explain how to visualize all business and technical master data of a connection object in a
hierarchical tree
• Explain how to navigate from tree objects to object detail views
• Use one-click actions
– Start processes (e.g. create clarification case)
– Navigate to detail pages (e.g. Premise Overview, clarification case, interaction record, etc.)
– Customize project specific one-click actions in result tree icons

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 14


Customer Management in IC
Premise Overview

CUSTOMER
Objectives

After completing this learning module, you will be able to:


• Open Premise Overview with confirmed premise
• Get an 360 degree overview of a utilities premise
• Find all detailed and related data about a premise
• Create, change or delete technical master data in Premise Overview screens
• View the data environment at a premise independently of the confirmed business partner
• View technical and business master data in a combined hierarchical tree
• View current and historical data of a selected object in various detail views
• Use one-click actions
– Start processes (e.g. create clarification case)
– Navigate to detail pages (e.g. Meter Reading screen, clarification case)
– Confirm result tree objects (e.g. unconfirm premise)
– Customize project specific one-click actions in result tree icons

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Business Example

John, a utility customer, calls the customer service agent and requests information
about his contract account. The agent uses the Premise Overview to get a full 360
degree overview about all data of a confirmed premise.

Using the Premise Overview, the agent looks at premises with connected connection
object, point of deliveries, installations and meter reading results. From this overview
you can also create, edit or delete technical master data.

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Agenda

View premise with related connection object, PoD

Create, change or delete technical master data

One-click actions

Customizing

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Premise Overview Clear Interaction End
tries to clear without creates the interaction record
creating a record and clears the interaction

General Premise data

Technical Data Tree


• Hierarchical tree with connection
objects, premises, point of
deliveries, contracts, meter
readings

Context menu and one-click


actions
• Use icons and links to use these
features

Detail views
• Related to selected tree node.
Showing specific detail views.

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Premise Overview

Enable Edit Mode

Add, Delete
• You can add or delete objects
related to selected tree node

Change
• Related to selected tree node,
you can change this data in
various detail views

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Customizing
Customizing for Business partner overview
• BOL Tree customizing

SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User


Interfaces->Settings for Object Workbench: “Define Object Workbench Profiles“
– Utilities: Profile for Premise Overview: Prof. Name S4C-UT-IUICMD_PRM_OVW ( S4CUTMDPO1)

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Summary

You should now be able to


• Open Premise Overview with confirmed premise
• Get an 360 degree overview of a utilities premise
• Find all detailed and related data about a premise
• Create, change or delete technical master data in Premise Overview screens
• View the data environment at a premise independently of the confirmed business partner
• View technical and business master data in a combined hierarchical tree
• View current and historical data of a selected object in various detail views
• Use one-click actions
– Start processes (e.g. create clarification case)
– Navigate to detail pages (e.g. Meter Reading screen, clarification case)
– Confirm result tree objects (e.g. unconfirm premise)
– Customize project specific one-click actions in result tree icons

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Customer Management in IC
Enhanced Identification split screen

CUSTOMER
Objectives

After completing this learning module, you will be able to:


• Visualize business and technical master data separately
• Search for technical and business master data separately or combined
• Visualize business and technical master data in hierarchical trees
• View interaction records in interaction record quick view
• Use one-click actions to
– Start processes (e.g. add business partner contact, create billing documents)
– Navigate to detail pages (e.g. business partner maintenance, contract account
maintenance)
– Confirm result tree objects (e.g. confirm premise, confirm business partner)
– Customize project specific one-click actions in result tree icons

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Business Example

John, a utility customer, calls the customer service agent and requests information
about his contract account. The agent need to find the business partner and service
location of a customer (connection object, premise and point of delivery (PoD)).

With Enhanced Identification split screen the agent have a quick view of business
and technical master data.

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Agenda

Visualize business and technical master data separately

Search for technical and business master data separately


or combined

Visualize business and technical master data in


hierarchical trees

View interaction records in interaction record quick view

Use one-click actions

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Enhanced Identification split screen

Choose a search criteria


• Choose criteria on business or technical
side
• In this example we searching BP by
address

Search
• Type in your search values
• Press enter or search button

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Enhanced Identification split screen

Automatic confirmation of business


partner and connected premise
• If the search criteria fetch exactly one
result, the business partner is
automatically confirmed
• Otherwise you will get a result list
• If the confirmed business data fetch
exactly one technical master data
combination
(CO<->Premise<->Pod), the technical
master data combination will also
automatically confirmed

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Enhanced Identification split screen End
Clear Interaction
creates the interaction record
tries to clear without
and clears the interaction
creating a record

General Business master data


• General business master data in a hierarchical tree

Results will shown in a tree


• Business master data in a hierarchical tree

General Technical master data


• General technical master data in a hierarchical tree

Results will shown in a tree


• Technical master data in a hierarchical tree

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Enhanced Identification split screen

Interaction Record Quick View


• List of last interaction records

More fields
• With this button you can switch to the detail
page of the selected tree node

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Enhanced Identification split screen

One-click actions
• Click on the icon to open a context
menu. From here you can use on-
click action

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Summary

You should now be able to


• Visualize business and technical master data separately
• Search for technical and business master data separately or combined
• Visualize business and technical master data in hierarchical trees
• View interaction records in interaction record quick view
• Use one-click actions to
– Start processes (e.g. add business partner contact, create billing documents)
– Navigate to detail pages (e.g. business partner maintenance, contract account
maintenance)
– Confirm result tree objects (e.g. confirm premise, confirm business partner)
– Customize project specific one-click actions in result tree icons

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 32


Customizing Business master data on Identification screen

BOL Tree: Results on Identification screen


SPRO: Customer Relationship Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Settings for Object Workbench: Define
Object Hierarchy and Object Attributes

- S4CUTMDBP1: Business Partners


- S4CUTMDBP2: Business Partners (List)
- S4CUTMDBP3: Business Partners (Complete Environment)
- S4CUTMDBP4: Business Partners (With Print Documents)

Quick Action: Results on Identification screen


SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->General Functions: Define Object Hierarchy and Object
Attributes
• Enable context menu for tree icons; one-click actions; component set; rows per page; visible rows in scroll area; change columns

Define Search
SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Settings for Object Workbench: Define Object
Workbench Profiles
Notes: define search; assign search functions (3 Level Model/IS-T)

Identification Profile Customizing


SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Identification->Define Identification Profiles

Choose Profile: „S4C-UTIL”


Business Partner Identification Type; Business Partner Relationship Categories

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Customizing Technical master data on Identification screen
BOL Tree: Results on Identification screen
SPRO: Customer Relationship Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Settings for Object Workbench: Define Object Hierarchy
and Object Attributes

- S4CUTMDTO1: Technical Objects


- S4CUTMDTO2: Technical Objects (Complete Environment)
- S4CUTMDTO3: Technical Objects (With Devices)

One-click Actions: Results on Identification screen


SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->General Functions: Define Object Hierarchy and Object Attributes
• Enable Context menu for tree icons; One-click actions; Component Set; Rows per Page; Visible Rows in Scroll Area; Change Columns;

Master data Creation Templates


SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Settings for Object Workbench: Define Object Workbench Profiles
• Choose PROFILE SI: „S4C-UT-IUICMD_TO“
• Node: Assign Templates

Define Search
SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Settings for Object Workbench: Define Object Workbench Profiles
Notes: Define Search; Assign Search Functions (3 Level Model/IS-T)

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Customer Management in IC
Meter Reading

CUSTOMER
Objectives

After completing this learning module, you will be able to:


• Learn to release implausible meter readings and execute detailed meter reading validations
(as in CRM 7 EHP3)

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Business Example

John, a utility customer, calls the customer service agent and tells him new meter
reading results. The agent will create a new meter reading entry during the phone
call.

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Agenda

Meter readings for business partner

Meter readings for premise

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Meter Reading for Business Partner
Confirm a business partner with at least one connected PoD and installation. Navigate to Meter Reading for BP.

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Meter Reading for Business Partner
Create mode is automatically active.
Save meter reading result

Meter Reading Actions


• Estimate, release without
correction, validate

Input values
• Fill out Meter Reading Date, MR
Result, MR Note, MR Type

Historical Meter Reading Data

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Meter Reading for Premise
Confirm a premise with at least one connected PoD and installation. Navigate to Meter Reading for Premise.

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Meter Reading for Premise
Create mode is automatically active.
Save meter reading result

Meter Reading Actions


• Estimate, release without
correction, validate

Input Values
• Fill out Meter Reading Date, MR
Result, MR Note, MR Type

Historical Meter Reading Data

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Summary

You should now be able to


• Learn to release implausible meter readings and execute detailed meter reading validations
(as in CRM 7 EHP3)

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Customer Management in IC
HANA Free Text Search

CUSTOMER
Objectives

After completing this learning module, you will be able to:


• Search for a business partner by typing in any business partner related information
• Search for a premise by typing in any premise partner related information

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Business Example

John, a utility customer, calls the customer service agent and requests information
about his contract account. The agent needs to find the service location of a
customer (connection object, premise and point of delivery (PoD)). The agent
received only uncomplete and unspecific information from the customer, he doesn't
know if his information is contract ID, a business partner ID or something else. He
needs to use HANA Freetext Search.

The HANA Free Text Search feature on the Identification Split screen provides
interaction center agents with an alternative approach to searching for and confirming
business partners or premises. This feature provides agents with a simple and
intuitive interface which saves time during the identification process. In the search
fields you can enter a variety of search terms like a name, ID or a number. You will
receive a suggestion list containing business partner or premises that match the
search term that you have entered.

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Agenda

Search for a business partner with HANA Free Text Search

Search for a premise with HANA Free Text Search

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HANA Free Text Search – Premise by Free Text Clear Interaction End
tries to clear without creates the interaction record
Procedure creating a record and clears the interaction
• Select: Premise by Free Text
• Type in any premise partner related information
• The search term can be any of the following:
– Business partner ID, first name, last name, or full
name (of the business partner who has a contract
for the premise)
– Contract account ID
– Premise ID, house number, street name,
supplement (of the premise)
– Room number, city name, region, postal code,
country (of the connection object address)
▪ View premise information by doing one of the
following:
– Click on a desired suggestion in the result list
– The information appears in the detail area above.
• Confirm a premise by clicking on the Confirm
pushbutton.

Additional Information
• To be able to search for a premise using premise
owner information, an owner allocation must already
exist for the premise. If your search term results in
too many matched entries in the system, it is
recommended that you refine the search term for
more accurate results.
• You can also narrow the search by using multiple
search terms. When searching for multiple search
fields, separate your entries by using space, not
comma.
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HANA Free Text Search – Business Partner by Free Text End
creates the interaction record
Clear Interaction
and clears the interaction
tries to clear without
creating a record
Procedure
• Select: Business Partner by Free Text
• Type in any premise partner related information
• The search term can be any of the following:
– Business partner ID, first name, last name, street
name, house number, city, postal code, country
– Contact person ID
– Contract account ID
• View business partner information by doing one of
the following:
– Click on a desired suggestion in the result list
– The information appears in the detail area above.
▪ Confirm a premise by clicking on the Confirm
pushbutton.

Additional Information
• If your search term results in too many matched
entries in the system, it is recommended that you
refine the search term for more accurate results.
• You can also narrow the search by using multiple
search terms. When searching for multiple search
fields, separate your entries by using space, not
comma.

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Summary

You should now be able to


• Search for a business partner by typing in any business partner related information
• Search for a premise by typing in any premise partner related information

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Customer Management in IC
Managing Harmonized Technical
Master Data

CUSTOMER
Objectives

After completing this learning module, you will be able to describe how to:
• View, change & create a connection object
• View, change & create a premise
• View, change & create a point of delivery
• Create technical master data with data import
• Search for technical master data
– Search for connection objects by address, business partner, partner or business
agreement
– Search for premise by address, business partner, external point of delivery ID or premise
ID
– Search for point of delivery by device, external point of delivery ID, address, business
agreement, business partner or partner

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Business Example

John, a utility customer, calls the customer service agent and requests information about his contract
account. The agent need to find the service location of a customer (connection object, premise and point
of delivery (PoD)).

With this functionalities you can view and manage the following objects:

• A connection object is a link between installation and postal regional structure. It is usually a building.
Connection objects primarily contain address data, as well as some specific data from SAP IS-U, and
they can be enhanced by customers.

• A premise is an enclosed spatial unit supplied with energy, for example an apartment. Premises contain
a small amount of data from SAP IS-U, such as the number of people in an apartment, which is stored
redundantly in all points of delivery.

• A point of delivery is the location at which a utility service for a business partner is supplied or
determined. Points of delivery also contain data from SAP IS-U, such as the external identifier or grid
information, as well as some information from the connection object. As is the case with connection
objects, you can also add customer-specific fields to points of delivery for specific divisions.

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Agenda

View, change & create a connection object

View, change & create a premise

View, change & create a point of delivery

Create technical master data with data import

Search for technical master data

Customizing

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Managing Harmonized Technical Master Data

Technical data screen


• Includes search and results of
technical master data

Search Criteria for technical


master data
• Select one search criteria of the list

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Managing Harmonized Technical Master Data – Premise

Search
• Type in your data

Results will shown in a table


• 2 Results are found
• Because there are more then one
result, the premise will be not
confirmed automatically
• You have to select one result and
press confirm button

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Managing Harmonized Technical Master Data – Premise End
Clear Interaction creates the interaction record
tries to clear without and clears the interaction
creating a record

General information about


confirmed premise

Results will shown in tree


• Technical master data in a
hierarchical tree

More fields
• With this button you can switch to the
detail page of the selected tree node.
In this example you will switch to
connection object

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Managing Harmonized Technical Master Data – Premise

One-Click Actions
• Click on the Icon to open a
context menu. From here you
can use one-click actions

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Managing Harmonized Technical Master Data – Premise

Enable Edit Mode

Add, Delete Objects


• You can add or delete
technical objects related to
selected tree node

Change
• Related to selected tree
node, you can change this
data in various detail views

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Managing Harmonized Technical Master Data – Premise

Create new Technical master


data from Identification screen
• You can use the dropdown menu
to select one of the templates for
technical master data creation.
Then you can press new. You will
be forwarded to the creation
screen (see next slide)

Special case: “New with data


import”
• Also based on selected template
you can create master data. But
additional in this case the creation
screen will import content from
fields of the Enhanced
Identification split screen.

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Managing Harmonized Technical Master Data – Premise

Add, Delete Objects


• You can add or delete
technical objects related to
selected tree node

Fill out master data


• You have to fill out all
mandatory fields, then you
can save to complete the
creation process. In case
you selected a template
witch includes more then
one technical objects you
have to select the related
tree nodes to create also
these other objects.

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Managing Harmonized Technical Master Data – CO and POD

Search CO
• To search a CO, you have to use one
of the connection object searches
• The procedure is the same as shown
in Premise example on the previous
slides

Search POD
• To search a PoD, you have to use
one of the PoD searches
• The procedure is the same as shown
in premise example on the previous
slides

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Customizing

BOL Tree: Results on Identification screen


SPRO: Customer Relationship Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Settings for Object Workbench: Define
Object Hierarchy and Object Attributes

- S4CUTMDTO1: Technical Objects


- S4CUTMDTO2: Technical Objects (Complete Environment)
- S4CUTMDTO3: Technical Objects (With Devices)

Quick Action: Results on Identification screen


SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->General Functions: Define Object Hierarchy and Object
Attributes
• Enable Context menu for tree icons; One-click actions; Component Set; Rows per Page; Visible Rows in Scroll Area; Change Columns;

Master data Creation Templates


SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Settings for Object Workbench: Define Object
Workbench Profiles
• Choose PROFILE SI: „S4C-UT-IUICMD_TO“
• Node: Assign Templates

Define Search
SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Settings for Object Workbench: Define Object
Workbench Profiles
Nodes: Define Search; Assign Search Functions (3 Level Model/IS-T)

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Summary

You should now be able to


• View, change & create a connection object
• View, change & create a premise
• View, change & create a point of delivery
• Create technical master data with data import
• Search for technical master data
– Search for connection objects by address, business partner, partner or business agreement
– Search for premise by address, business partner, external point of delivery ID or premise ID
– Search for point of delivery by device, external point of delivery ID, address, business
agreement, business partner or partner

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Customer Management in IC
Fast move-in for an occupied premise

CUSTOMER
Objectives

After completing this learning module, you will be able to:


• execute a fast move-in for a new business partner into an occupied premise

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 66


Business Example

John, a utility customer, calls the customer service agent to announce his move in. The agents find out that the premise is
already in use. When a business partner wants to move into an occupied premise, the current business partner having a
contract at this premise needs to move-out first. For a fast move-in for the occupied premise, the interaction center agent
can execute the following steps:
1. Search and confirm the business partner, who should move into the occupied premise.
2. Search and confirm the occupied premise.
3. Call up Fast Move-In from the navigation bar.
4. Enter a move-in date (later than move-in date from current business partner).
5. In the field Contract Account select "Business Partner" via the drop down menu.
6. Activate the checkbox field in the column “Prior Cont.Mv-O (Prior Contract Move-Out)”.
7. Press the Check Data pushbutton.
8. Press the Save pushbutton.

Results

• Move-out for current business partner is executed automatically.

• All contracts of current business partner are canceled.

• A contract for the new business partner is created.

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 67


Agenda

• execute a fast move-in for a new business partner into an occupied premise

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 68


Fast move-in for an occupied premise

Search existing BP or create


new BP from Identification
screen
• Create BP and save
• Search the existing or created
BP and confirm him

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 69


Fast move-in for an occupied premise

Search and confirm


occupied premise
• Search the occupied premise
• Confirm occupied premise

Navigate to Fast Move-In


• Click on “Fast Move In/Out” in
navigation bar
• Then “Fast Move-In”

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 70


Fast move-in for an occupied premise

Prepare Move In for


occupied Premise move in
• Select the two check boxed

Check Data
• Check the move in
requirements

Start Move in
• Press Save

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 71


Summary

You should now be able to


• execute a fast move-in for a new business partner into an occupied premise

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 72


Customer Management in IC
Add related Business partner

CUSTOMER
Objectives

After completing this learning module, you will be able to:


• Add related business partner
• View existing business partner relationships
• Change existing business partner relationships

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 74


Business Example

John, a utility customer, calls the customer service agent and wants to add a contact
person. The agent need to find the business partner of a customer.

The agent can add various types of related business partners to a confirmed
customer.

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 75


Agenda

Add related business partner

View existing business partner relationships

Change existing business partner relationships

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 76


Add related business partner

Confirmation of business
partner

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 77


Add related business partner

Add related BP

• Use one- click actions on


business partner icon in result
tree

• Click on “Add Related BP”

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 78


Add related business partner

Search BP

• Use search dialog to find the


person you want to add as
related BP

• Select one person in result list

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 79


Add related business partner

Add relationship

Choose a relationship category


and save.

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 80


Add related business partner

Display relationship

• Different relations are shown


under different tree nodes. For
example, an alternative payer
is assigned to contract
account and husband/wife is
shown under related business
partners.

• You can also view the


relationships on Business
Partner Overview.

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 81


Change related business partner

Change relationship

• It’s possible to change


existing relationships.

• Editable fields are


independent to existing
relationship types.

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 82


Summary

You should now be able to


• Add related business partner
• View existing business partner relationships
• Change existing business partner relationships

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 83


Customizing: Add related business partner
Identification Profile Customizing - Business Partner Relationship Categories
SPRO: Customer Management->Industry-Specific Solutions->Utilities Industry->Settings for User Interfaces->Identification->Define
Identification Profiles

Choose Profile: „S4C-UTIL“

Node: Business Partner Relationship Categories

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 84


Customer Management in IC
Payment hub integration

CUSTOMER
Objectives

After completing this learning module, you will be able to:


• Add payment information to contract account via payment hub

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 86


Business Example

John, a utility customer, calls the customer service agent and wants to add a new
payment card.

The agent can update John's contract account with payment card details.

Payment Hub enables integration of Payment Service Providers (PSPs) in which this
payment card data get validated.

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 87


Agenda

Add payment information to contract account via payment


hub

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 88


Payment hub integration

Confirmation of business
partner

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 89


Payment hub integration

Create a new
contract account

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 90


Payment hub integration

Payment cards
• To add payment cards you
have to switch to this tab.

Create New payment card


• To add payment cards you
have to press the button
“New”.

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 91


Payment hub integration

Payment cards
▪ Fill out all payment card
relevant data.

´Confirm entries
▪ To save the entries press
“Back” button.

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 92


Payment hub integration

Contract account with


payment card
• Check saved payment card

Confirm Contract account


• To finally save the contract
account press “Save” button.

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 93


Summary

You should now be able to


• Add payment information to contract account via payment hub

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER 94


© 2019 SAP SE or an SAP affiliate company. All rights reserved.

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The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components
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These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated
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