Tripua user manual for sap crm change process v1.1

TSECL R-APDRP SAP CRM
User Manual on SAP CRM- Change Process
August, 2013
Version 1.0

Tata Consultancy Services User Manual SAP CRM – New Connection
TCS Confidential i
Notice
© 2013 Tata Consultancy Services Limited
This is a controlled document. Unauthorized access, copying, replication or
usage for a purpose other than for which it is intended, are prohibited.
All trademarks that appear in the document have been used for identification
purposes only and belong to their respective companies.
TSECL R-APDRP Project

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PF3020
Document Release Note
Notice No.:
Customer: TRIPURA STATE ELECTRICITY CORPORATION LIMITED (TSECL)
Project: Restructured Accelerated Power Development and Reform Programme (R-APDRP)
Document Details
Name Version Number Description
User Manual for SAP CRM – Change
Process
1.0
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(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: Authorized by:
Date: Date:

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Customer: TRIPURA STATE ELECTRICITY CORPORATION LIMITED (TSECL)
Project: R-APDRP
Document Name: User Manual for SAP CRM – Change Process
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About this Document
Purpose
This manual has been written to help the users to understand and use the SAP CRM solution
provided to TSECL by TCS. It presents the functional capabilities and operational details of
Change Process that existing Consumers will apply for and contains the procedures that should
be known for performing the business tasks using SAP CRM Change management processes.
Intended Audience
This manual is intended for the personnel in the roles of Service Connection Manager,
Revenue Manager,Senior Manager, Assistant General Manager, Deputy General Manager etc.
and other higher authorities of TSECL.

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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
Chapter 2 Getting Started
Chapter 3 Business Process Summary
Appendix A
Appendix B
Typographical Conventions
The following table gives the details of the typographical conventions used in the document:
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.

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References

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Contents
 Introduction............................................................................................................. 1
.1. Complete Process Flow.................................................................................................................3
 Getting Started........................................................................................................ 4
.1. Logging In ......................................................................................................................................4
.2. User Interface Concept..................................................................................................................5
.3. SAP CRM Web Client UI - Home Page.........................................................................................5
.4. SAP CRM Web Client UI - Search Page.......................................................................................8
.5. SAP CRM Web Client UI - Overview Page .................................................................................10
.6. SAP CRM Web Client UI – User Worklist....................................................................................12
.7. SAP CRM Web Client UI – Work Centre.....................................................................................13
.8. Logging Out .................................................................................................................................14
 Business Process Summary................................................................................ 15
.1. Change Management Process ....................................................................................................15
.1.1. Process Overview...................................................................................................................15
.1.2. Purpose of the Process ..........................................................................................................15
.1.3. Process Footprint....................................................................................................................15
.1.4. Process Description................................................................................................................15
 Using the Interface ............................................................................................... 17
.1.1. Using Menus and Toolbars.....................................................................................................17
.1.2. Using Shortcut Keys ...............................................................................................................18
 Change Process Functionality ............................................................................ 19
.1. Change Process Description .......................................................................................................20
.1.1. Field Reference ......................................................................................................................45

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List of Tables
Table Number Table Name
Table 1 Organization of the Document
Table 3 Typographical Conventions
Table 4 Software Environment
Table 5 Hardware Environment
Table 6 Menus and commands
Table 7 About the toolbar
Table 8 Field reference table

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List of Abbreviations
Abbreviation Expanded Form
TSECL TRIPURA State Electricity Corporation Limited
CRM Customer Relationship Management
DNS Domain Name Server
ERP Enterprise Resource planning
ISDN Integrated Services Digital Network
ISU Industry Specific Solution
OTC Order To Cash
PoD Point of Delivery
SAN Storage Area Network
SAP System Applications and Products in Data Processing
TCS Tata Consultancy Services
VPN Virtual Private Network

Tata Consultancy Services User Manual SAP FICA - Cheque Return
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 Introduction
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 CRM is integrated Customer Relationship Management (CRM) software manufactured by SAP AG
that targets business software requirements of midsize and large organizations in all industries and
sectors.
SAP CRM 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 CRM basically consists of three modules, namely Sales, Service and Marketing.
Marketing module helps the marketing department with customer acquisition. This includes one or more
of the following activities-
 Campaign management – This includes different campaigns like e-mail, phone and other forms of
customer engagement programs.
 Trade Promotion Management.
Sales involves the OTC Cycle (Order to Cash) cycle excluding the logistics part. So this effectively
includes-
 Order Management – This includes order management, contracts management, quotation
management and other sales related activities.
 Billing – This includes the billing of the orders created. CRM is specifically suited for Service
related Billing.
Service Module includes-
 Service Order Management

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 Repairs & Returns Management
 Service Contracts Management
 Equipment and Installed Base Management
With regards to RAPDRP project scope, mainly SAP CRM Sales and Service functionalities are being
used.
In this document we will be elaborating the SAP CRM processes which will be used on a day to day basis
by users in various roles from the TSECL.
This manual has been written to help you understand and use the SAP CRM Business
Transactions Process. It presents the functional capabilities and operational details of SAP
CRM Business Process, and contains the procedures that you should know for performing
your business tasks using CRM Web Clint User Interface. Additionally, this manual provides
Information on the complete work-flow of SAP CRM process.
The System Administration and Database Maintenance tasks have not been covered in this
manual. For more information about these functions, please refer to the Administrator’s
Guide.

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.1. Complete Process Flow
Figure 1: New Change Management Process Steps

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 Getting Started
Access to web client UI is limited to authorized users, based on assigned business role.
The Work Centres and authorization will be based on the business roles assigned to the
users. To use it, you must first log on to web client UI using your user ID and password as
set-up by the Administrator. On logging in, web client UI allows you to perform any of the
Business Transaction to which you have access rights.
.1. Logging In
To Log on to SAP CRM Web Client UI:
Step 1: To log on to Web Client UI - Login Screen, Clicking or Pressing Enter after entering URL
(http://vcrmdbse.nerapdrp.gov.in:8001/sap/bc/bsp/sap/crm_ui_start/default.htm?sap-client=200&sap-
sessioncmd=open) in address bar. The Web Client UI Login Screen appears (Refer to Figure 2).
Step 2: In the Web Client UI Login Screen, enter your “User name” in the field marked as
1 and “Password” in the field marked as 2 and click on Logon button or Press
ENTER.The Home Page screen appears (Refer to Figure 2).
Figure-2 SAP CRM Web Client UI Login Page

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.2. User Interface Concept
The Screen Structure in SAP CRM 7.0 is build according to the following logic:
 At the top you will find the Header area
 On the left hand side there is the Navigation area(based on Navigation Bar Profile setting within a
particular Business Role)
 The Center Part of the screen is called the Work Area
Figure 4: SAP CRM User Interface Concept
The combination of Header and Navigation area is what SAP likes to call the L-shape. Now this L-shape
is the only static part of SAP CRM screen structure. No matter what action you perform in the SAP CRM
Web Clint UI, these parts of the screen remain visible and allow an easy overview of the common
functionalities so the user won't get lost. The Work Area is the part of your screen that will change as
soon as you e.g. click on a Work Center or navigation link from within the navigation Bar. Also clicking on
hyperlinks; edit and/or create buttons from within the Work Area itself would trigger another view to be
called which will be rendered in the Work Area.
.3. SAP CRM Web Client UI - Home Page
The L-shape provides easy navigation throughout the entire SAP CRM Application. The L-shape consists
of a header (top) and navigation (left-hand) area.

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Figure 5: SAP CRM Web Client UI Home Page
Header Area
The Header Area system links provide the following functions:
 Personalize: Offers generic personalization options for the user. Examples: Skin Selection and
keyboard shortcuts.
 System news: Provides access to general system messages, such as those set and published
by an administrator (e.g. when an administrator sends a message to all users about a planned
downtime of the system).
 Log Off: The Log Off link, again pretty straightforward, is the link you should use to properly log
off from the SAP CRM system, when at the end of your working day, you want to leave and
therefore quit the SAP CRM application.
 Saved Searches: The saved search area provides direct access to a list of predefined search
queries across all SAP CRM applications. By choosing a predefine search, you can directly start
the search with the GO button. The system automatically navigates to the corresponding search
page displaying the result list.

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o Edit the saved search to redefine search parameters with the EDIT button, the system
automatically navigate to the corresponding search page with the search criteria visible
for direct changes.
o Delete the selected saved search with the recycle bin button.
o A saved search can be defined in advanced search pages, in search statement.
o The definition of saved searches is user-specific.
 Recent Items: The block Recent Items normally will show you the last 5 "Business Objects" you
navigated to. Therefore it allows you to quickly navigate to a specific object you recently
"touched/viewed". This is "session" independent, meaning that if today I opened the detail screen
of a certain customer, tomorrow I will still see this entry in my recent items (if at least it's one of
the last 5 business objects I viewed).
Navigation Bar Area:
Navigation Bar Area Contains the Work Centres. The navigation bar allows direct navigation to all entry
pages and the most important searches. It provides two levels in navigation. You have to click on the
triangle area to open the second-level navigation area.
Figure 6: SAP CRM Web Client UI Navigation Menus
First-level navigation entries:
Work Centre has the standard role-specific navigation menus (e.g.., Home, Worklist,
Customer Data, Contract Data, and Service Request)

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Second-level navigation entries:
Work Centre has the second level navigation menus to search or create objects like Customer, Business
Agreements, Service Connection document, Service Requests. For Example work centre page of
Customer data offers links for creating corporate customer and Individual customer and Searching
customer on accounts. Second-level navigation opens Via a click and vanishes automatically after
selection or another click on the triangle area.
.4. SAP CRM Web Client UI - Search Page
Provide the user with comprehensive, flexible and easy to understand search capabilities individually for
every SAP CRM application.
The search pages:
 Allow definition and saving of search models.
 Search result list optimized for quick overview and easy navigation to detailed information.Saved
search should have a unique name. Otherwise a saved search will overwrite.
Basically, for each business object in the system (this can be a Customer Data, Contract Data, Service
Request....) you have a create page, but also a Search Page. On these search pages, you typically have
object attributes which can be used as search criteria.
Example: Search Page for Customer Data
Let's assume I am a sales representative, and I am responsible for all customers situated in “Agartala”. All
other customers therefore do not really interest me. I only need to update/treat/service those customers
that belong to the City Agartala.When I look up all customers that live in “Agartala” I could do this based
on city name, or probably even better, based on postal codes. Just as an illustration I did the search
based on "City description".

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Figure 7: SAP CRM Web Client UI Search Page
My result list shows that more than 100 customers are found. (The system will only show the first 100,
due to performance reasons).Let's assume I want to have this output (which I hope you understand is
dynamically) saved as a "Saved Search" in order not manually have to define my search criteria over and
over, each time I would like to see "My customers".In such a case I could now enter a "meaningful" name
r description in the field "Save
Search As".
Figure 8: SAP CRM Save Search As
As soon as I press the "Save" button next to it, you will notice that this particular saved search will be
available in the "Saved Searches" visible in the header area.

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Figure 9: SAP CRM Saved Search
If you do not see it, just use the "drop-down" button. It will be visible in the list if you have saved already
multiple saved searches.By pressing the button "GO" the selected Saved Search will be executed, and
the results will be shown dynamically.
Remark: these Saved Searches are "Personal". This means that each user that creates such a Saved
Search will only see when is logged on to CRM using his own User ID. Other users will not be able to
view this saved Search.
Note: there does exist an option to "Share" a useful Saved Search with other users
.5. SAP CRM Web Client UI - Overview Page
The overview page provides an overview of all important information regarding a single object in display
mode. It is structured in assignment blocks which can be configured and personalized. In an assignment
block form views, tables and hierarchies can be displayed.The overview page consists of header
information that allows detailed object identification and a set of related information. It contains the
hyperlinks for cross navigation to related information.

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Figure 10: SAP CRM Web Client UI Overview Page

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The Overview page Main Page Element
Figure 11: The Overview page Main Page Element
.6. SAP CRM Web Client UI – User Worklist
User can look into the assigned tasks (e.g. Service Request, New connection process steps etc.) by
clicking on the ‘Worklist’.

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Figure 12: SAP CRM Web Client UI Login Page - Worklist
.7. SAP CRM Web Client UI – Work Centre
A work centre describes and provides access to business content. The work centre page is a collection of
logical links for business content and grouped in link groups. Every first-level menu item has an individual
work centre page. It contains a set of shortcuts and access to all work centre related to SAP CRM
components.

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Figure 13: SAP CRM Web Client UI Work Centre
.8. Logging Out
To log out from SAP CRM Web Client UI:
1. In the Web Client UI, click-> Log Off button marked as 1 in Figure-14
Figure 14: SAP CRM Web Client UILogout Page

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 Business Process Summary
This chapter describes the steps in brief for typical site processes.
.1. Change Management Process
This chapter describes the steps in brief for typical Change Management process.
.1.1. Process Overview
This process describes how to – Handle changes in the existing connections of all types through service
contracts.
.1.2. Purpose of the Process
The purpose of the process is capturing the approved new connection application details in system
through service contracts, keeping records of the changes happening throughout the lifecycle of the
service contract, initiating the move-out when required and passing the relevant information to the
successor process.
.1.3. Process Footprint
Change Management process starts with a change request received from a prospect and ends with
completion of a move-out.
.1.4. Process Description
The new connection management process in system will be handled through Business Transaction in
SAP CRM. Business Transactions in SAP CRM are used to describe individual business processes (e.g.
Service Contract, Service Request, Service Order etc.). Business Transactions have distinct properties
and behaviours controlled by the following
Objects –
 Responsible Organization Unit to complete the transaction
 Business Partners involved – Employee Responsible, Sold-To-Party, Bill-To-Party, Payer etc.
 Service Location
 Service Product provided
 Status
 Dates

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The steps of connection management process is described below sequentially –
1. When a new application is received, all the supporting documents (e.g. Land Parcha, Photo ID etc.)
will be verified by the responsible subdivision for correctness.
2. Then the outstanding verification needs to be done against the customer with the name, address and
other relevant details in SAP IS-U system.
3. Business Partner Search: If there is no dues against the customer, the user will search the
Business Partner (BP) and identifies the BP by BP no or by identification documents (e.g. Photo ID
No etc.).
4. Consumer Id Search: The applicant can also be searched by the Consumer Id of the intending
Consumer in the Consumer Id Search Page.
5. Contract Search: After identifying the Consumer, the user navigates to the Consumer Contract
Header page to initiate the Change Process. All change process will be initiated from the Contract
Page and the details will be updated in the Contract Item details.
6. With the input of the BP number the system will automatically determine the organization unit
(Revenue Subdivision and Maintenance Subdivision) responsible for working on the contract and the
BPs (Employees) responsible to successfully complete the change processes.

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 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 CRM application and perform various
tasks and operations
.1.1. Using Menus and Toolbars
SAP screen contains two menu sections as described in the below table
Table 9: Menus and commands
Menu Name Allows you to-
Favourite 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 10: 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.

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Icon Icon Name Description
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.
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.
.1.2. 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.

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 Change Process Functionality
 This chapter explains the details of SAP CRM Change Management Processes and
Transactions.
 SAP CRM provides Browser (Internet Explorer etc.) based Interface for the users.
 Master Data – Minimum amount of nearly static or dynamic business data required to
run the application which may be-
 Organization Structure
 Business Partner
 Business Agreement/Contract Account
 Technical Master Data/Service Location
 Product
 Business Partner-Can be of Individual type/Organisation type. Captures Name,
Address, Phone, ID Numbers etc.
 Business Agreement/Contract Account- Contains information like Payment Method
(Direct Debit, Cash etc.), Terms of Payment (10 days after bill generation etc.), Tax
Details, Overdue penalty conditions. Controls the monetary transactions.
 Business Partner Number- SAP generated numeric unique ID for Business Partners
(Consumers).
 Business Transactions- Business Transactions in SAP CRM are used to describe
business processes. Each such transaction carries the information like Start Date, End
Date, Parties Involved, Organization Unit responsible and Status of the transaction.
 Customer [Sold To Party, Business Partner (BP)] - Customer is the person or
organization who purchased service from the Utility company. In SAP CRM, the term
“Sold To Party” is commonly used to represent a customer.

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.1. Change Process Description
The steps in which the change process is carried out is as follows:
 Steps For Change Of Tenancy:
 We need to create a new Business Partner and Consumer Id with the new Consumer
name and details.
1.1 For change of tenancy first create a new Business Partner(BP)
 Create Business Agreement (Consumer Category)and select appropriate Business
Agreement class (Consumer Category) and terms of Payment and save.

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1.3 Open the service contract that need to be changed and click follow up.
1.4 Click service process for change of tenancy(CoT)

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1.5 Select the transaction type and enter quantity , then click choose.
1.6 A new service order is created , click on the Tenancy Change check box
1.7 A new business agreement (Consumer Id) is created and the the agreement number is filled in the
"New Contract Acount".Fill the move out date and then save . System automatically generates the "move-
in date" .

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1.8 Edit the service order details and the status is changed to application received
1.9 Click on the with template button to generate the application form

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1.10 Select the application receipt form and it will show in the attachments block.
 Then status is changed to ready for inspection and the concerned form is generated from the
attachment block
1.12 Network Feasibility test is not required in CoT
1.13 Then the status is changed to Pending Quote

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1.14 Quotation is prepared in the Price Details and form is generated
 Now the quotation is released for payment and the status is changed to “Released for
Quotation”.

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 After the status is “Released for Quotation, the data flows to cash desk for payment. After the
Payment is made in the cash desk, tthe status of the Service Order in CRM is automatically
changed to Payment Received ,and simultaneously "Ready For Change " button is enabled.
Then click ready for change .
 Then Batch program runs and changes are reflected and the status automatically changes to
Closed. The Batch program will run every night which will collect all application whose
payment has been received and Ready for Change Button is clicked.The Application if
successfully processed, will update all details in system and change the Service Order to
Closed. If the Service Order is in error due to some error in input data, the error details can
be seen in the Error Details Screen in the Work Area.

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 Steps For Change Of Meter
2.1 Open the service contract that need to be changed and click follow up
2.2 Click service process "TP Service Order(CP)"
2.3 Select the transaction type and enter quantity , then click choose

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1. A new service order is created , click on the " Meter Change " check box
2.5 Fill the mandatory fields Old Meter Serial ,Manf Serial Number , New Normal KWH, New Peak KWH
,New Night KWH , New Hist KWH and save .System automatically fills the "New Meter Serial" field.
 Edit the service order details and the status is changed to application received

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o Click on the with template button to generate the application form
7. Select the application receipt form and it will show in the attachments block.

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2.9 Network Feasibility test is not required for Meter Change Process.
2.10 Then the status is changed to Pending Quote.
2.11 Quotation is prepared in the Price Details and form is generated

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2.12 Now the quotation is released
2.13 After the status is Released for quotation the status is changed to payment received and
then to Work order issued , "Ready For Change " button is enabled. Then click ready for
change .

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2.14 Then Work Order Issued form is generated
2.15 Then Batch program runs and changes are reflected and the status automatically changes to
Closed. The Batch program will run every night which will collect all application whose payment has been
received and Ready for Change Button is clicked.The Application if successfully processed, will update
all details in system and change the Service Order to Closed. If the Service Order is in error due to some
error in input data, the error details can be seen in the Error Details Screen in the Work Area.

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 Steps For Change Of Load:
 Open the service contract that need to be changed and click follow up
Click service process "TP Service Order(CP)

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 Select the transaction type and enter quantity , then click choose
A new service order is created , click on the " Load Change " check box
Click on Add load details and then Calculate. Then system automatically updates Load Change
Details

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3.6 Edit the service order details and the status is changed to application received
3.7 Click on the with template button to generate the application form
3.8 Select the application receipt form and it will show in the attachments block.
3.9 Then status is changed to ready for inspection and the concerned form is generated from the
attachment block

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3.10 Then the status is changed to Released for network feasibility
3.11 Then the status is changed to Pending Quote
3.12 Quotation is prepared in price details and form is generated

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3.13 After the Quotation is finalized, the quotation details are sent for payment. To achieve
this, the Service Order status is changed to “Released for Quotation”.
3.14 After the status is Released for quotation the status is changed to payment received
"Ready For Change " button is enabled. Then click ready for change button to start the
change process in the system.

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3.15 If Meter change is involved the Work order issue will be there and Ready for change button is to be
clicked after changing the status to Work order issued.
Closed. The Batch program will run every night which will collect all application whose payment has been
received and Ready for Change Button is clicked.The Application if successfully processed, will update
all details in system and change the Service Order to Closed. If the Service Order is in error due to some
error in input data, the error details can be seen in the Error Details Screen in the Work Area.

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 Steps For Change Of Phase:
 Click service process "TP Service Order (CP) :

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 A new service order is created , click on the " Phase Change " check box
 Fill the connection phase you need and Valid from Date and then save
4.6 Then Follow 1.8(application received) to 1.16 (Payment received)
4.7 After status is payment received the status is changed to work order issued

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Closed. The Batch program will run every night which will collect all application whose
payment has been received and Ready for Change Button is clicked.The Application if
successfully processed, will update all details in system and change the Service Order to
Closed. If the Service Order is in error due to some error in input data, the error details can
be seen in the Error Details Screen in the Work Area.
 Rate Category change:

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5.2 Click service process "TP Service Order (CP)"
5.4 Select Rate category change and fill the required fields
5.5 Then follow 1.8 to 1.17

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6. Error checking
6.1 Go to error checking screen by clicking change process error detail screen
6.2 Give the Service order no and execute
6.3 Pick the order no and search for the error in the order no and correct the error

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6.4 After correcting the error again click on Ready for change and when the ISU side batch will run and if
the service order is corrected the status automatically changes to closed.
New meter No, Phase , Load details is updated in Service contract item

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.1.1. Field Reference
Table 11: 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.>

TCS Confidential 46
 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.

Tripua user manual for sap crm change process v1.1

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