Installation GroupThis post is about Installation Groups.It is a continuation of the previous post on Serial Switching. That can be found here. As Ihave become lazy so there is no presentation, but I have included the screenshots in the post.The concept of Installation Groups was developed for billing serial switching. It can be usedfor other purposes as well where data exchange between installations is needed.For more on Serial Switching check the help site for Utilities or you can check my blog posttoo. There are Cookbooks available for Serial Switching and Installation Groups in the SAPService Market Place at http://service.sap.com/utilities -> Product Information -> IS-U/CCS -> Billing/Invoicing -> Cookbooks & Guidelines.If you want to use Installation Groups for Serial Switching then you must define theinstallation with the primary register as the primary installation in the Installation group andthe installation with the secondary register becomes the secondary installation for theInstallation Group.An Installation Group can have only one Primary Installation and one or manySecondary Installations.So like in Serial Switching we can define a Secondary Installation as the Primary Installationfor another relationship, this cannot happen with Installation Groups. But one can defineInstallation Groups with hierarchies.So there would be one Primary Installation in the Installation Group with hierarchy level as 1.The Secondary Installations which have Primary Installation as higher level installation willhave hierarchy level as 2.The other Secondary Installation which has Secondary Installation with hierarchy level 2 ashigher level installations will have hierarchy level as 3.There is some Customizing needed for creating Installation Groups.We need to define the Grouping Types, Installation Roles, Distribution Types and DataExchange.For Grouping Types SAP Utilities->Master Data->Utility Installation->Define GroupingTypes for Installation Groups
For Installation Roles SAP Utilities->Master Data->Utility Installation->Define InstallationRolesAssigning Installation Roles to Grouping Types SAP Utilities->Master Data->UtilityInstallation->Allocate Installation Roles to Grouping Types.
Distribution Types SAP Utilities->Contract Billing->Billing Master Data->Rate Structure->Define Billing Rules for Installation GroupsGrouping Types are mentioned for the Primary Installation.Installation Roles are mentioned for the Secondary Installations.Depending on the Distribution Type the Grouping Type is used.Now the Installation Group is to be maintained in the installation. This is done in the TimeDependent Data block.For Primary Installation maintain the field Grouping Type.For Secondary Installation maintain the fields Installation Role and Primary Installation key.Another important prerequisite is that Serial Switching should also be maintained.Data Exchange between Primary and Secondary Installation is one fo the main functionof Installation Groups. The Data Exchange takes place in two ways and is referred to astaking part from secondary installation side:Consumption Relevant : when billing primary installation consumption and billing data istaken from the secondary installation.Distribution Relevant: when billing secondary installation consumption and billing data istaken from the primary installation.
This customizing is maintained in SAP Utilities->Contract Billing->Billing Master Data->Rate Structure->Define Billing Rules for Installation GroupsData Exchange between Secondary Installation is not supported.So an Installation Group can have only one Primary Installation.If business requirement ask for more than one Primary Installation then it can defined as asecondary Installation with a different role and hierarchy.An Installation cannot belong to more than one Installation Groups.Allocation to Installation Groups is historical that means it can change over time.Changes to the Installation Group properties for a single Installation can affect the Billing ofthe entire Installation Groups.The ISU_INSTGR_DISPLAY report gives an overview of the master data for an entireinstallation group.We can apply Installation Groups in many scenarios like:1. Data Exchange from Secondary Installation to Primary Installation.2. Data Exchange from Primary Installation to Secondary Installation.3. Multiple Data Exchanges.4. Budget Billing5. DPC and Backbilling.6. Period End Billing etc, Here we look at the first one as its the most general one.Data Exchange from Secondary Installation to Primary InstallationThe prerequisites for this scenario are:* Serial Switching should be present between the Primary Register and the SecondaryRegister.* Primary Installation must belong to the primary register.* Secondary Installation should belong to the Secondary register.* the Consumption difference is to be evaluated in the Primary Installation.* the Data Exchange shall be ‘Consumption Relevant’.* Always the Secondary Installation should be billed first and then the Primary Installationbecause the data exchange happens from the ERCHV tables line items which are generatedonly after billing happens. The data exchange does not read meter readings directly.
Outline of Billing Scheme for Secondary InstallationsNo. Rate Variant Input Operand 1 Input Operand 2 Output Operand1 SUBREG QUANTI14 SUBREGCS SUBCS2 SUBPR QUANTI01 SUBCS SUBQPR SUBAMT3 SUBPR QUANTI22 SUBCSOutline of Billing Schema for Primary InstallationNo. Rate Variant Input Operand 1 Input Operand 2 Output Operand1 MAINREG QUANTI14 MAINREG MAINCS2 MAINPR QUANTI02 MAINCS SUBSUM DIFFCS3 MAINPR QUANTI01 DIFFCS MAINQPR MAINAMTThe Operand SUMSUB should have ERCHV Operand Indicator checked.ERCHV Operand Indicator should be checked for Operand SUMSUBThe Data Exchange is also to be defined.Grouping Role Source Operand: Secondary Target Operand:Type Installation Primary InstallationGT01 IR01 SUBCS SUMSUB
Data Exchange task defined for Installation Role and Grouping TypeSo once this is done and the Primary Installation is allotted the Grouping Type in the TimeDependent Data block and the Secondary Installation is allotted the Key for PrimaryInstallation and the Installation Role. Check out the new button which comes up.Primary Installation
Secondary InstallationWe can create the Meter Reading Order(EL01) , We can check with the reportISU_INSTGR_DISPLAY on the Installation Group.Report ISU_INSTGR_DISPLAY on the Installation Group.
Report ISU_INSTGR_DISPLAY on the Installation Group- Master DataReport ISU_INSTGR_DISPLAY on the Installation Group- Billing DocumentsReport ISU_INSTGR_DISPLAY on the Installation Group- Schedule RecordsEnter the Meter Reading Result(EL28)
and proceed with the Billing ,first for the Secondary Installation and then the PrimaryInstallation.Billing Document for Secondary Installation
Billing Document for Primary InstallationReport ISU_INSTGR_DISPLAY on the Installation Group - Billing DocumentReport ISU_INSTGR_DISPLAY on the Installation Group - Billing Document II
So that’s it ,the cookbook for Installation Group has much more details If you have anydoubts ,clarifications or info given above is incorrect do comment