IS-Utilities Modules

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 Master Data versus Transaction Data
Master Data:
 Master data is data
concerning the entity: the
customer data, or the premise
data.
 These data remains
unchanged over a long period
of time and there can only be
one valid version that have
different validity period.
Transaction Data:
 Transaction data is data
collected as a part of
transactions: meter reading
recorded, bill amount,
receivables amount.
 These data has no long-
term validity but only one time
at which it is valid.
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IS-U house

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 Business Master Data

Business A person or a legal entity with

Business
Master
Master
whom you have a business
Data
Data Business Partner relationship
(BP)

The customer’s account: the

Contract Account management of the customer is
(CA) driven by the contract account
(billing method, payment method,
collection method)

Contract
An agreement between the
business partner and the utility
company

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 Contract Account (CA) Master Data

♦ Contract account combines all contracts of one business partner that have
the same payment and dunning data.

♦ The contract account is managed using open items accounting in Contract

Accounts Receivable and Payable (FI-CA).

♦ The contract account contains the control data for payment transactions:
► Bank details BP

► Dunning data
CA1 CA2 CA3
► Payment data
► Alternative payer, payee, bill recipient or dunning recipient

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 Technical master data

Technical
Technical The installation stores the billing
Master
MasterData
Data Installation properties for one or more devices at a
premise

The device location provides

Device
Location
information on the physical location of
the device

A premise is an enclosed spatial unit

Apartment 1 Premise that is supplied with energy, such as
an apartment or a factory.

Connection Object is a building, piece

Connection Object of property or other facility that is
connected to the supply grid.

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 Connection Object

■ Is usually a building, but can also be a fountain or a

construction site.
■ Address of the connection object is linked to central address
management via the postal regional structure.

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 Premise

 The premise is an enclosed spatial unit that is supplied with energy, for
example, an apartment or factory.

 Premise is division-independent, e.g. you can allocate electricity and water

installations to the same premise.

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 Installation

An installation groups together the devices, registers, and, if applicable, reference values
that belong to the same division and are allocated to the same premise, and that are
therefore billed together.
■ Links technical and business master data
■ Groups the following for joint billing
 Devices
 Registers

 Serves as the basis for billing of devices

 Allocated to a premise
 Applies to a specific division

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 Division

• Division is used to identify services to a property

• For example, water and electricity could be two separate

division

Apartment C
(Premise)

Electricity Installation
Electricity (Division 10)

Water Water Installation

(Division 20)

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 Division Category
• Each division is assigned to a system pre-defined division
category. Current available division category is electricity,
gas, water and waste management.
• This provides flexibility to divide a multiple lines of services
under a particular division category. For example, 2 division of
electricity division category and 1 division of water division
category.

Electricity Installation Installation

Water
(Division 10) (Division 20)

Installation Installation
(Division 11) (Division 21)

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 Device Location

 Device locations are locations within the connection objects where devices
can be installed. The devices can belong to different divisions.

 The address of the connection object is allocated to the device location.

This means that the exact location of an installed device is determined using
the device location.

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 Technical master data relationship

Building
(Connection Object)

Apartment A Apartment B
(Premise) (Premise)

Electricity Installation Electricity Installation

Apartment C Apartment D
(Premise) (Premise)

Installation Electricity Installation

Electricity (Peak)
Electricity (Division 10) Rate
information for
Installation Electricity billing meters
Water Water (Off Peak)
(Division 20)

Street

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 Data relationship

Business Partner
Connection object
1:N
1:N
1:1

Contract account 1:1 1:1

1:N Premise Device location

1:1
1:1 1:N 1:N
Contract
1:1 1:1
1:1 1:N
Installation Device
1:1 1:1
1:N
1:1
1:N
Sector
1:1
Meter Reading Unit Portion
1:N

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 Device

• Device refers to the meter

• The device is ‘installed’ at the installation / premise

• Each meter has one or more registers (for example peak and
off peak)

• The register is the actual measuring tool

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 Device installation

■ Allocate device to the installation.

■ Three procedures supported
 Technical installation: a device is linked to a device location
 Billing-related installation: the device is linked to a utility installation
 Full installation: enables you to link a device to both a device location and a
service installation in one step (Billing-related installation + Technical
installation).

■ A device must first be installed in a device location before it can be allocated

to several installations.

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 Move-In
Business
Business
Master Data To create a move-in, you require one
Master Data
Business Partner or more installations that are vacant
on the desired move-in date.
• In the case of an initial move-in,
Contract Account ensure that you have completed
initial data creation, including
creation of the installation(s).
Contract • Devices can (but do not have to) be
installed and allocated before move-
Technical in.
Technical
Master
MasterData
Data
Installation • If one of the installations is already
allocated to a contract, this allocation
Apartment 1 Premise must be reversed. To do this,
process a move-out. An installation
can only be allocated to one contract
Connection Object at any given time.

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 Move-In

Move-in
Link

* Move in can
be performed
for each
installation
separately or
together

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 MOVE-OUT

MOVE-OUT
Contracts
terminates

BP & CA is
de-linked
from Premise

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CS - Installation Data Changes

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 Business and Technical Master Data
The contract is the link between the
business and technical master data

Business Master Data

Technical Master Data

The installation
The premise incorporates
incorporates the device
the connection object
and the premise
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 Meter-Cash cycle

Metering
Create meter
Determine the reading requests

Capture Information from across the CCS (and other) system

Upload and
meter reading route according to Perform the meter validate the meter
and schedule schedule; assign to reading reads
route

Billing
Print and issue invoice Generate an Capture other fees Utilise MR to
to the customer (or e- Invoice for the and charges for the calculate the
mail) customer customer consumption bill

Accounts Recv.
Process Payments Received Initiate collections Maintain
(directly or via banks and actions for non-paying customers credit
agencies) customers profile

Customer Service
Initiate action (work Customer calls with
Proactively contact customer order) to satisfy query, request or
(if necessary) customer request complaint

CRM
BW
Marketing and Sales Campaigns
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Thank you !

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