Sap tr um_dm_meter reading order creation, assignment and meter reading sheet generation_v1.0
1. TSECL R-APDRP, SAP IS-U Device Management
Release Number 1.0
User Manual for Meter Reading Order Creation,
Assignment & Meter Reading Sheet Generation
March, 2013
Version 1.0
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Document Release Note
Notice No.:
Customer: Tripura State Electricity Corporation Limited (TSECL)
Project: TSECL R-APDRP Implementation
Document Details
Name Version Number Description
User Manual for Meter Reading Order
Creation, Assignment & Meter
Reading Sheet Generation
1.0 User Manual for Meter Reading
Order Creation, Assignment &
Meter Reading Sheet
Generation
Revision Details
Action Taken
(add/del/change)
Previous page number New page number Revision description
Change Register serial numbers covered:
The documents or revised pages are subject to document control.
Please keep them up-to-date using the release notices from the distributor of the document.
These are confidential documents. Unauthorized access or copying is prohibited.
Approved by: Mr. Rajat Datta Authorized by: Mr. Rajat Datta
Date: 30.08.2013 Date: 30.08.2013
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Document Revision List
Customer: Tripura State Electricity Corporation Limited (TSECL)
Project: TSECL R-APDRP Implementation
Document Name: SAP_TR_UM_DM_Meter Reading Order Creation, Assignment & Meter
Reading Sheet Generation
Release Notice Reference (for release)
Revision
Number
Revision
Date
Revision
Description
Page
Number
Previous
Page
Number
Action
Taken
Addenda/
New Page
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Reference
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About this Document
Purpose
This manual has been written to help user understand and use the application. It presents the
functional capabilities and operational details of certain Device Management processes in SAP
ISU, and contains the procedures that should be known for performing the business tasks using
SAP Device Management Process.
Intended Audience
This manual is intended for the personnel in the roles of Supervisor (Manager) of TSECL.
Prerequisites
Following are the prerequisites for performing the tasks presented in this manual:
Functional Each user will be assigned a unique User ID and Password to access SAP.
Technical SAP Logon pad should be installed on the user’s Desktop and User’s machine should
be connected to the VLAN network.
Organization of this Document
Information in this document has been organized as follows:
Table 1: Organization of the Document
Chapter Description
Chapter 1 Introduction to SAP ISU.
Chapter 2 Getting Started with SAP.
Chapter 3 User Role Specific Transactions for Device Management Process in SAP.
Chapter 4-n General Access Transactions.
Appendix A
Appendix B
Typographical Conventions
The following table gives the details of the typographical conventions used in the document:
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Table 2: Typographical Conventions
Formatting Convention Type of Information
Key Names Keys on the keyboard appear in title case (first letter in upper case). For
example, Page Up, Caps Lock
A combination of keys is connected by a +. For example, Shift + Tab
means you should press the Shift key and the Tab key together.
Filenames Names of files are in italics. Example, system.mdb
Commands and Screen
element names
Buttons, check boxes, etc. Commands that you choose from the menus
or dialog boxes appear in title case and are bold-faced.
Example: Click Components from the Action menu.
User-entered text Text that you would need to enter appears in Verdana font.
References
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Contents
1. Introduction to SAP ISU..................................................................................... 10
1.1. Features of SAP ISU.................................................................................................................. 11
1.2. Environment ............................................................................................................................... 11
1.2.1. Software Environment........................................................................................ 11
1.2.2. Hardware Environment....................................................................................... 11
1.3. User Roles and Access Rights................................................................................................... 12
2. Getting Started ................................................................................................... 13
2.1. Logging In................................................................................................................................... 13
2.2. Using the Interface ..................................................................................................................... 14
2.2.1. Using Menus and Toolbars ................................................................................ 15
2.2.2. Using Shortcut Keys........................................................................................... 16
2.3. Logging Out................................................................................................................................ 16
3. Maintaining User Profiles ................................................................................. 17
3.1. Meter Reading Order Creation:................................................................................................. 17
3.1.1. MRU Wise Order Creation ................................................................................ 18
3.1.2. Installation Wise Order creation ........................................................................ 21
3.1.3. Exceptional Cases: ............................................................................................ 24
3.2. Allocation of Meter Reader:....................................................................................................... 25
3.2.1 Searching a Meter Reader: ................................................................................. 27
3.3. Meter Reading Sheet Generation ............................................................................................. 29
The total number of pages in this document, including the front and back cover pages, is 38.
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List of Figures
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List of Tables
Table 1: Organization of the Document................................................................. iv
Table 2: Typographical Conventions...................................................................... v
Table 3: Software Environment............................................................................. 11
Table 4: Hardware Environment............................................................................ 11
Table 5: User roles and access rights.................................................................. 12
Table 6: Menus and commands ............................................................................ 15
Table 7: About the toolbar..................................................................................... 15
Table 8: Field reference table................................................................................ 36
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List of Abbreviations
Abbreviation Expanded Form
ERP Enterprise Resource Planning
RAPDRP Restructured Accelerated Power Development and Reforms
Programme
SAP Systems, Application and Products in data processing
ISU Industrial Solution for Utilities
TCS Tata Consultancy Services
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1. Introduction to SAP ISU
SAP is a packaged ERP application product of German based company SAP AG.
SAP provides standard business process solutions tailored for streamlining and optimizing
various business processes such as Finance, Human Resources management, Customer
Relationship Management, Sales and Distribution, Material Management, Supply chain
management etc. which are followed in most companies around the world.
By implementing SAP based solutions, companies can streamline and optimise their
business processes in order to maximise their profits by optimally managing and utilising
their resources.
SAP ISU is an integrated Industrial Business Solution package designed specifically for
application in Utility Industry. It contains standardised and optimised business processes
which are followed by various Utility companies around the world.
SAP ISU package is structured to support various kinds of Utility industries operating in
various industry segments such as, Electricity Generation, Transmission, Distribution
industry, Gas (Petroleum products) Industry, Water Industry as well as Waste Water
(Sewerage) management industry, Media and Telecommunication industry.
SAP ISU basically consists of three modules, namely Metering, Billing and Collection.
Metering module contains various business processes such as maintenance of Consumer
master data (Consumer related information), Technical master data (Consumer’s Location
related information), Metering master data (meter related information), Scheduling dates for
periodic collection of meter readings, and entry of Meter Readings.
Billing module contains various business processes required for generation and delivery of
utility Bills to the consumers based on their usage of the utility service.
Collection module contains business processes required for collection of revenue from
consumers against the specific bills served by the utility company.
In this document we will be elaborating on the Device Management processes provided in
SAP ISU package which will be used on a day to day basis by users such as Manager.
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1.1. Features of SAP ISU
A Supervisor can access following features of SAP ISU: Meter Reading Order Creation,
Assignment and Meter Reading Sheet Generation processes for a particular supply:
To create Meter Reading orders for a particular MRU or Installation
To assign open Meter Reading Orders to the corresponding meter reader.
To generate Meter Reading Sheet for a particular MRU or assigned MRUs.
Certain features of SAP are commonly accessible by all users irrespective of their role:
Maintain personal user profile and set printing preferences.
Display Printing spool list to Preview / Reprint printout requests.
Adding a transaction to Favourites list.
1.2. Environment
This section describes the software and hardware environment required to run SAP ISU..
1.2.1. Software Environment
.
Table 3: Software Environment
Operating System Windows XP/ 2003/2007
Database N.A
Server Software N.A
Other Software SAP Logon Pad
1.2.2. Hardware Environment
Table 4: Hardware Environment
Servers
Windows 2000 Advanced Server Limited Edition
Network Infrastructure
Routers and switches
Firewalls
Load balancers
Storage Area Network (SAN)
DNS
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Communication
Infrastructure
ISDN and VPN
Other Hardware
1.3. User Roles and Access Rights
This section describes the roles and access rights of various users that Application Name
supports.
Table 5: User roles and access rights
Access Rights Roles
Admin Business Area
Control
Front Office
<Create >
<Modify >
<Delete >
<Read Only>
<Assign/ Revoke User
or Group Permissions
on a Folder>
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2. Getting Started
Access to SAP ISU application is limited to authorised users only. To use it, you must first
log on to SAP using your user ID and password. On logging in, Application Name allows you
to start any of the modules to which you have access rights
2.1. Logging In
To log on to SAP:
1. Double click on button located on your desktop.
2. SAP Logon pad opens up
Figure 1: Login Page
3. From the SAP Logon pad, select the SAP server name and click on ‘Log On’
button.
4. SAP Login page opens up as shown in the next figure
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Figure 2 : SAP Login Page
5. In the SAP Login dialog box, enter your user name and password, and press ENTER.
6. The SAP main page is displayed as shown in the next figure.
Figure 3 : SAP Easy Access Page
2.2. Using the Interface
This section introduces you to the screen elements (workspace, navigation menu and
common icons and buttons) you can use to interact with SAP ISU application and perform
various tasks and operations
.
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2.2.1. Using Menus and Toolbars
SAP screen contains two menu sections as described in the below table
Table 6: Menus and commands
Menu Name Allows you to…
Favourites Menu This Menu contains a list of commonly used transactions
which the user may have marked as a favourite.
User Menu This Menu contains list of all available transaction codes to
which the user has access.
A toolbar contains buttons with images (the same images you see next to corresponding
menu commands), menus, or a combination of both.
Table 7: About the toolbar
Icon Icon Name Description
Save By clicking on this button the user can save a
record.
Back By clicking on this button user can navigate
back to initial screen.
Exit / Log Off By clicking on this button user can exit a
transaction. This button also serves as a Log
Off button from the SAP Main screen.
Cancel By clicking on this button user can cancel a
transaction.
Create New Session By clicking on this button user can open a new
SAP screen session.
Generate Shortcut By clicking on this button user can generate a
short cut to the current transaction on his/her
desktop.
Help Displays Help topics for the currently opened
transaction. This can alternatively be done by
pressing ‘F1’ shortcut Key.
Create This button is used to create a new record.
Edit This button is used to edit an existing record.
View This button is used to view an existing record.
Add Row This button is used to add a new row to a table
entry form
Delete Row This button is used to delete a row from a
table entry form
Continue This button is used to continue on to next
operation.
Close This button is used to close a popup.
Execute This button is used to execute a transaction or
an operation.
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Icon Icon Name Description
Enter Multiple Selection On clicking this button, a multiple value entry
popup will open.
Delete an entry This button is used to delete a particular
record or entry.
Import from Text File Using this button, the user can import data
from a text file into a SAP selection screen.
Export to File Using this feature, User can export a list of
data from SAP to a MS Excel or MS Word file.
User can also copy the data to the clipboard
and paste it on the notepad to create a text
file.
2.2.2. Using Shortcut Keys
To facilitate the speedy execution of standard functions, certain special key operations
have been defined. These operations can be carried out by pressing the appropriate
shortcut keys.
F1 key can be used to view Help topics about a Field, or a screen in SAP.
F4 key can be used to display list of values for selection in a particular field.
Ctrl + S to save a particular record in SAP.
Ctrl + P to print a particular screen.
2.3. Logging Out
To log out from SAP:
In the SAP Main page, click on button to log off, alternatively click on the following option
from the main user tool bar located on the top of the screen:
System -> Log Off
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3. Maintaining User Profiles
This chapter explains the details of SAP Meter Reading Order Creation, Assignment
and Meter Reading Sheet Generation Processes and Transactions.
3.1. Meter Reading Order Creation:
First login to the SAP using the user id and password. After logging into SAP, SAP
Easy Access screen will appear. The SAP Easy Access screen is as follows
To create meter reading orders EL01 T-code will be used. Now user has to type the
transaction code on the text field present on the SAP Easy Access screen.
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After typing the T-code in the text field user has to press ENTER.A new screen will
appear. The screen is given below.
User can create order for a MRU or for a particular installation.
3.1.1. MRU Wise Order Creation
To create MRU wise meter reading order, follow the following steps.
1. Provide the MRU.
2. Provide the meter reading reason in the MR Reason field.
The different MR reasons are given below.
Periodic Meter Reading-01
Interim meter reading with billing-02
Service territory transfer with billing-05
Interim meter reading without billing-09
Control Reading-10
3. For TSECL, user only needs to choose Periodic Meter Reading Reason i.e.
01.
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After entering MRU and MR reason user can click on EXECUTE button or user can
press F8 also.
User has to click on the period for which MR orders is to be created. Then a new
screen will appear which will show details of that period. The screen is given below
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Now user has click on CREATE ORDER button.
After Clicking on the Create Order button, the orders will be created and a new
screen will appear which will show the successful messages. The screen is given
below.
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3.1.2. Installation Wise Order creation
To create MRU wise meter reading order, follow the following steps.
1. Provide the MRU.
2. Provide the meter reading reason in the MR Reason field.
The different MR reasons are given below.
Periodic Meter Reading-01
Interim meter reading with billing-02
Service territory transfer with billing-05
Interim meter reading without billing-09
Control Reading-10
3. For TSECL, user only needs to choose Periodic Meter Reading Reason i.e.
01.
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After entering Installation and MR reason user can click on EXECUTE button or user
can press F8 also. The screen is given below.
Now user has to click on the period for which MR orders is to be created. Then a new
screen will appear which will show details of that period. The screen is given below.
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Now user has click on CREATE ORDER button.
After clicking on CREATE ORDER button order will be created for that installation
and a successful message will be shown to the user. The screen is given below.
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3.1.3. Exceptional Cases:
If a meter reading order exists for an installation in a period and user again wants to
create meter reading order for that period, then no new order will be created and a
pop-up screen will show the message to the user. The screen is given below.
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3.2. Allocation of Meter Reader:
T-code EL44 is used to assign the meter reading orders to meter readers. This
transaction allows the user to Assign the meter reader to MRU’s that have open
order or assignment of meter reader can be done with a date range within which
assignment is pending.
User can click on the T-code EL44.User can also enter the T-code in the text field
located at the upper left hand side of the screen and press ENTER. Screen for meter
reading planning opens. The screen is given below.
After entering the T-Code press Enter user will be navigated to the following screen
which will ask the user to enter either MRU’s or the date range and user need to
select 01 as Planned Meter Reading type and click execute.
After executing the user will be navigated to this screen where user need to expand
the Not Allocated field and see which MRU’s are still unallocated by clicking the
expand button.
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Now after examining the unallocated meter reading orders user need to click the
check box against the unallocated ones. User can allocate multiple meter readers to
multiple unallocated ones or can allocate all unallocated ones to single meter readers
by clicking the allocate meter reader button on top and then select the meter reader
and click the TICK button present at the bottom of the Select Meter Reader screen.
The screen is given below.
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After clicking on the “Enter” button, the selected open meter reading orders will be
allocated to the particular meter reader. User can see this on the following screen.
Now User has to click on the SAVE button present on the toolbar to allocate the
selected meter reading orders to the selected meter reader.
3.2.1 Searching a Meter Reader:
If user wants to search the available meter readers, then he has to click on the
SEARCH button.
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After clicking on the search button, a new screen will appear which will ask for Perso
No. The Screen is given below.
After entering the Person No, user has to press ENTER and then user will be able to
see all the available meter readers for that Sub Division only. The screen is given
below.
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Now user have to double click on the meter reader and then meter reader will be
added to the list and the user has to click on SAVE.
Once it is saved user will get a screen showing that the meter reader allocation is
successful.
3.3. Meter Reading Sheet Generation
Enter TCODE ZMETERSHEET in the command field and press Enter
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After pressing ENTER the following Screen appears:
Date Range is Mandatory field.
The Meter Reading Unit and Meter Reader Number fields are optional.
If user wants Meter Reader Number wise Meter Reading Sheet then user has to
enter Meter Reader Number and Date Range and if user wants Meter Reading Unit
wise Meter Reading Sheet then user has to enter Meter Reading Unit and Date
Range.
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After entering the values in the field. The user has to click on the Execute button
After clicking on Execute the following screen opens.
After clicking on PRINT the initial screen will open.
Now go to the TCODE: SP02
The following screen opens:
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After that check the spool no. checkbox and then select the Print Directly option from
the Menu. The meter reading sheet will be generated.
The printed meter reading sheet will look as follows:
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Table 8: Field reference table
Field Name Description
<Product Code> <Customers are given certain facilities through various schemes of
the bank. These schemes are categorised into three-digit product
codes. This is a mandatory field. You can type up to seven
alphanumeric characters.>
<CR ID> <The unique identifier for a customer. This is a mandatory field and
can have up to 8 alphanumeric characters. Example FORC0192>
<Short Address> <The short address of the customer. The XYZ application displays
this field when you specify the CR ID.>
<Minor A/C> <Account of a person who is below 18 years of age. Valid values
are Y and N. Default value for this field is N. If the account holder is
a minor, you must give the name of the guardian.>
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<Appendix>
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<Appendix>
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Glossary
A Analysis Modeller A role responsible for creation of analysis models of the
various application components
Application Administrator A role responsible for administration of users, components,
servers, and assigning the roles and the components to the
users.
….. ……
B Build Server A server used for building and unit testing the component
code
This is a logical server.
…… ……
L Logical Server A directory or folder that has the software identified by the
name of the server
One or more logical servers can reside on a single physical
machine.