Introducing Installation, Removal, and Replacement

Objective

After completing this lesson, you will be able to explain the technical and billing-related installation, removal, and replacement of devices, device allocations, and register relationships.

Device Group

A group of devices makes up a logical unit.

Examples include the following:

Transformer groups are made up of current and voltage transformers linked to each other. Transformer groups have a specific transformation ratio.
Integrated water meters installed together. These meters measure consumption separately. The consumption from these meters can be shown separately on the bill, but is usually billed together.

In this way, devices that belong together cannot be accidentally removed or installed separately. Any replacement has to be expressly confirmed.

Device Information Record

Used like a technically installed device
Used in the billing-oriented approach
- No billing functions in Plant Maintenance are possible
- Only billing-related functions are possible
  - Billing-related device installation
  - Register relationship
  - Device allocation
  - Serial number
  - Meter reading data
Prorated for the last billing-related removal
Customizing system parameters for installation
Customizing system parameters for device info records
SAP enhancement ISU_EGERR_CUSTOMER

You can define which types of device master records are admissible for the device category:
- Devices and device info records
- Devices only
- Device info records only
- Device info records only. However, the same serial number can be assigned several times.
The possibility to assign the same serial number several times within the same device category is especially needed in the billing-oriented approach of SAP for Utilities in supplier systems. Business partners of suppliers belong to several grids and it might happen that several partners have devices with the same number. So it is not necessary in supplier systems to create dummy device categories.
In the SAP Fiori app: Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Customizing - Execute Project→SAP Reference IMG→SAP Utilities→Device Management→Basic Settings→Define System Parameters Installation/Removal/Replacement
You can define the following:
- That device info records can be created and changed in the future
- That device info records can be created during the billing-related installation
- That future installations, removals, and replacements are permitted for device info records
You can also use the Business Add-In (BAdI) ISU_EGERR_CUSTOMER to create customer-specific fields and to display them in a specific subscreen in the device info record.

Installation Variants

Technical installation only
Controlling devices (transformers, ARCR) only need to be technically installed.
First technical installation, then billing-related installation
Only devices of the basic category meter are installed as billing-related.
- If meters are technically installed in an apartment building and later allocated to utility installations
- If the two steps are carried out by different clerks

When a device is installed, the equipment status changes from ESTO or AVLB to INST.

Controlling devices (transformer, pressure regulator, ARCR) should only be technically installed. The billing-relevant factors (PT/CT ratio, measured pressure) of the controlling devices can be allocated to the meter via the function Device Allocation. A billing-related installation of controlling devices is not necessary.

The technical installation of the controlling devices should be done in the system (like in reality) before the installation of the meters. So, the billing-relevant factors are automatically allocated to the meter.

For organizational reasons, some utility companies separate the installation of meters into a technical and a billing-related installation, because both steps are done by different clerks.

One technical installation and several billing-related installations
A technical installed meter could be allocated to several utility installations.
- Billing via 2-contacts-model
- Billing of water and waste water
- Billing of serial-switched installations
- Billing of purchasing utility installations
Installation full
A device is linked to a device location and one utility installation in a single step.

You can configure the Customizing settings to prevent multiple billing-related installations.

You can choose another register configuration for technical installation and full installation.

Installation Fields

Allocations (ARCR, transformer): Device allocations
Reason for activity: Certification
Meter reading
Periodic consumption: Extrapolation
Rate type, fact group: Billing
Flag Not relevant to billing
Flag Not relevant to meter reading
Price class: Rental price
Linear weighting: Extrapolation
Temperature area: Weighting of degree days
Control group (multiple meter readings): Create order

Installation Period Consumption

This is used to calculate expected values in the absence of representative meter readings for a device.

Characteristics:

Refers to a fixed reference period (minimum: 1 day, maximum: 1 year)
Can also be maintained for a vacant device (that is, without a contract)

The following key points relate to period consumption:

The period consumption is determined when the device is installed.
The period consumption is changeable when you maintain the installation structure or upon move-in.
The period consumption is usually only relevant until the subsequent billing takes place. This is because, after the first billing, there is a meter reading result which can be used as a basis for extrapolation.
If you change the period consumption, the new value will be used again for the next extrapolation.
You can define time slices with different values for the period consumption.

Installation Rate Determination

The rate is usually specified at register level.
The rate is defined at device level if you want to call the variant SETTLE01 in a separate rate.
In the case of flat-rate installations, the rate type is stored in the facts pertaining to the utility installation, or in the rate category.

Installation Customizing

System Parameters: Installation/ Removal/ Replacement

TRANSFONES
Transformer must be specified (measurement type of meter 1,2,3)
DEVINSNOMR
Installation/ Removal/ Replacement without meter reading entry
GOODSMVMT
Installation/ Removal/ Replacement with goods movement integration
CHK_WEIG01
Different weighing keys allowed (electricity)
LASTMETERI
Information if the last device of the installation will be removed
RATETRNES
Rate type required for billing-related installation

The System Parameters Installation/Removal/Replacement control the system behavior during installation processes.

It is recommended to read the complete F4 and F1 documentation of this customizing activity in the SAP Fiori app: Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Customizing - Execute Project→SAP Reference IMG→SAP Utilities→Device Management→Installation→Basic Settings

Removal

As is the case for installation of devices, removal of devices is divided into:
- Technical removal
- Billing-related removal
- Full removal
Rate data and relationships with other devices are deleted. However, this data can still be tracked.
Reference values can only be deleted manually.

The history of installation and removal is documented at the device level. If a device is allocated to a new installation, the system generates a new time slot accordingly. You can display this time slot in the maintenance dialog for the device

If the last metering device is removed from an installation for which a valid contract still exists, the system issues an information or warning message.

Replacement

Replacement of a device with another device from the same or a similar device category.
New device takes on the same task as the old device.
The following data is automatically transferred to the new device:
- Rate data
- Device allocations
- Disconnection status
- Register relationships
- Register period consumption

If you wish to replace a device, you need to ensure that the device to be installed has the same technical characteristics (such as the number of registers) as the device that needs to be replaced. This ensures that the allocations and functions of the old registers match up to those of the new device. If there are any discrepancies in this respect, you need to use the Logical Registers function during device replacement.

You can enter removal and installation meter readings when replacing the device.

Replacement and Logical Registers

Describe the allocation of a certain task to a register
Are important in the case of a device replacement
The register of the old device and the register of the new device must have identical logical register numbers because:
- The billing data is transferred to the new register.
- The billing component must know which register is to take on the function of the old register - especially in the case of demand values.

The Logical Register Number is the key of many database tables of the installation structure:

ETDZ technical data of installed register
EASTS rate data register level
EASTI register relationships
EZUZ device allocation register level

Reversal

Reversal of the Technical Installation/Removal/ Replacement

You can integrate goods movement in a reversal transaction.

Prerequisite: No allocation to utility integration
Restoration of Data in SAP for Utilities and Plant Maintenance
- Reversal of installation
  - If removed at the time of installation in the PM
  - This does not delete a device location created during installation
- Reversal of Removal
  Installation at time of removal in PM
- Reversal of Replacement
  In PM, automatic reinstallation of old equipment and removal of existing equipment

Before you reverse the installation, you first have to remove the device from the installation for billing purposes as of the installation date. You also have to delete the device allocations and register relationships.

During the removal, you have to re-install the device for billing purposes after the technical reversal, and define the device allocations and register relationships again.

Modification

Changes to installed devices:
- Register configuration
- Register data
- Device data
- Group data
Changes to non-installed devices:
- Group data
- Device data
Entry of meter reading results

Installed devices can only be modified in periods that have not been billed.

Installation Structure

The installation structure involves the devices installed in a utility installation, including registers and rate allocations

Billing-relevant data
- Register's relevance to billing
- Register rate type
- Price class
Technical data
- Device allocation
- Register relationship
- Logical register
Period consumption

Diagram of installation structure showing meters, transformer, registers, and data relationships.

The devices can also be allocated to various installations.

Device Allocation

Describing dependencies between devices:

SAP provides the following device allocations:

When an ARCR controls a meter
Not relevant to billing
When a meter is allocated to a group of transformers
- Relevant to billing
- Attribute: Billing factor (calculated from the PT/CT ratio)
Reducing pipe pressure to consumption pressure by means of a pressure regulator
- Relevant to billing
- Attribute: Measurement pressure

You can also enter attribute values for device allocations

Controlling devices (transformer, pressure regulator, ARCR) should only be installed technical.

The billing-relevant factors (PT/CT ratio, measured pressure) of the controlling devices can be allocated to the meter via the function Device Allocation. A billing-related installation of controlling devices is not necessary.

Device Allocation Customizing

Defining Types of Device Allocation:

AT	Text	Attribute Description	Bas.Dev.Cat	D	R
01	ARCR	Command	T	X	X
02	Transformer Group	Billing Factor	W		X
03	Pressure regulator (relevant for billing)	Measured Pressure	D		X
04	Pressure regulator (not relevant for billing)	Measured pressure	D	X
90	Customer-specific allocation

Reference for table:

Bas.Dev.Cat.: Basic device category
D: Allocation possible at device level
R: Allocation possible at register level

Device allocations are preconfigured from SAP. This configuration covers all requirements of the utility industry. However if you want to implement customer-specific device allocations, choose in SAP Fiori app:

Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Customizing - Execute Project→SAP Reference IMG→SAP Utilities→Tools→System Modifications→Enhancements for device allocations

Register Relationship

Describing Relationships Between Registers → Dependent Validations

SAP provides the following register relationships:

Relationship of reactive and active registers for calculating the cosine phi
Relationship due to serial switching of several registers - relevant to billing
Relationship of registers of different register types (on/off-peak rate)
Relationship of registers which control each other
Relationship and calculation of volume correction factor
Relationship for calculating usage hours
Pulse control by other registers

Register Relationship Customizing

Define customer-specific relationship
Define operation codes:
Operation codes determine which role is adopted by a register in a relationship (secondary register, for example)
Allocate register relationship to division categories
Allocate register relationship to operation codes

Register Relationships are pre-configured from SAP. This configuration covers all requirements of the utility industry. However if you want to implement customer-specific relationships, choose in SAP Fiori app on Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Customizing - Execute Project→SAP Reference IMG→SAP Utilities→Tools→System Modifications→Enhancements for reg. Relationships

Register Relationship Example: Serial Switching

Diagram of register relationships from a supply line to a school, caretaker, newsstand, and gym.

You can combine serial switching in various ways. In this example, Register 1 has a serial switching relationship to two other registers (Registers 2 and 4). Register 2 also has a serial switching relationship to another register (Register 3), and is, therefore, both a main register (for Register 3) and a secondary register (for Register 1).

Consumption for register 1 is calculated using the following formula:

Billing relevant consumption of Register 1 = Register 1 - Register 2 - Register 4

A register can have several register relationships at the same time (for example, serial switching relationship and control relationship).

Manage the Removal and Installation of Devices

Exercise 1: Technical and Billing- Related Installation of Devices

The new devices are installed and assigned for billing.

Steps

Prerequisite for this activity: Create the master data by SAP Fiori App: Create Master Data RES (Z_DATA_RES)
1. Note: you need to execute de MD creation twice, completing the fields:
  - Country: US
  - Electricity Contract: True
  - Move/in_Date: January 1st of the current year
  - Gender: Male/Female/Empty
  - First Name: Your Name
  - Last Name: Your Last Name
  - e-mail ID: any name before the @
  Take note of both Installation IDs created.
2. Go to the Display Installation app for each Installation created. Select the Devices button, click on the Device installed, and check the device status (INST).
Remove the installed devices in the installations created in the previous step and display the status of the devices. Select the 1st day of the previous month as the activity date.
Note that you need to execute the next steps twice, removing the device for both installations previously created.
1. Select the Device Removal app.
2. Enter the installation ID and the 1st day of the previous month as the Activity date.
3. ChooseEnter.
4. Flag the check box of the Remove Device field.
5. Choose the Process List button.
6. Enter a meter reading result (suggest 2900) and Activity Reason (01).
7. Save your entries.
8. Select Device Display App.
9. Enter the material METER-ELEC-1D and the serial number (the same as Installation ID).
10. The device status is AVLB (Available).
Install a device technically and for billing in one step (total installation):
Install the device from device category METER-ELEC-2D##, for any previously created serial number, in the Installation ID (one of the previously created installations). Select the 15th of the previous month as the activity date.
Check which information is maintained for the register type and enter the corresponding rate data.
Enter the installation meter reading and a period consumption that is valid for 30 days. Charge a rental price for the device.
If the serial number is in status ESTO, it must be moved to AVLB first. Usually, the device is assigned to a service order, but for this exercise, it will be moved to a cost center.
1. Choose the Post Good Movement App.
  In the fields at the top, select Goods Issue, Other, 201 (GI for cost center - Movement Type).
  In the Material fields, enter the following values:
  - Material: METER-ELEC-2D##
  - Qty in Unit of Entry: 1 (one)
  - Plant: US01
  - Storage Location: 0001
  - Cost Center: US-1100
  - Serial Number: any previously created serial number
  Choose Post. The status is changed to AVLB (able to be installed).
2. Select the Device installation App.
3. Enter the following:
  - the Installation ID (one of the previously created installations) in the Installation field
  - the 15th of the previous month in the Activity date field
  - the Serial Number in the New device field
  - METER-ELEC-2D## in the Dev.Cat. New Dev field
  Then, choose Enter. Enter 05 in the Activity reason field.
  In the Register data section, enter the following data for the registers 01 and 02:
  - Rate Type: KWH
  - Period consumption: 1000
  - CP indicator (pay rental/clearing price): true
  - Number of days (for which the period consumption is valid): 30
4. Choose the MR Result button and enter the meter reading (zero) for both registers.
5. Save your entries.
Install a device, first technically and then for billing:
Install the device from device category METER-ELEC-2D##, for any previously created serial number, in the Installation ID (the second previously created installation). Select the 15th of the previous month as the activity date.
Check which information is maintained for the register type and enter the corresponding rate data.
Enter the installation meter reading and a period consumption that is valid for 30 days. Charge a rental price for the device.
NOTE: If the serial number is in status ESTO, it must be moved to AVLB first. Usually, the device is assigned to a service order, but for this exercise, it will be moved to a cost center.
1. Choose the Post Goods Movement App.
  In the fields at the top, select Goods Issue, Other, 201 (GI for cost center - Movement Type).
  In the Material fields, enter the following values:
  - Material: METER-ELEC-2D##
  - Qty in Unit of Entry: 1 (one)
  - Plant: US01
  - Storage Location: 0001
  - Cost Center: US-1100
  - Serial Number: any previously created serial number
  Choose Post. The status is changed to AVLB (able to be installed).
2. In SAP Fiori app, choose Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Technical Installation
3. Enter Connection Object ID in the Connection Object field, 15th of the previous month in the Activity date field, the Serial Number in the New device field, METER-ELEC-2D## in the Dev.Cat. New Dev field and choose Enter.
  Enter 05 in theActivity reason field.
4. Enter a meter reading result (suggest 0) and a period-based consumption (suggest 1000 and 200 respectively) in each case. Enter 30 in the Number of Days field for each as well.
5. Choose Save. The device is technically installed.
6. In the SAP Fiori app, choose Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Billing-Related Installation .
7. Enter Installation ID (the second previously created installation) in the Installation field, 15th of the previous month in theActivity date field, the Serial Number in theNew device field, METER-ELEC-2D## in the Dev.Cat. New Dev field, and choose Enter.
8. For each register, check the entry in the Register Type field. For the on-peak register, type 01, enter KWH in the Rate type field. For the off-peak register, type 02, enter KWH in theRate type field. Next, select the CP indicator for the on-peak register in order to charge for the rental price.
9. Save your entries.
What is the status of the installed device?
1. Choose the Device Display app.
2. Enter the material and the serial number.
3. The device status is INST (installed).

Manage Device Replacement

In this section, we learn how to do the following tasks:

Technical and billing-related replacement of devices
Create a register relationship

Business Example

The owner of a house wants to change over to storage heating; the single- rate meter installed is therefore to be replaced by a double-rate meter. The consumption of an enclosed residence should be recorded using serial switching.

Steps

2-1 Replace a single-rate meter with a double-rate meter today, and enter the necessary rate data for the registers of the double-rate meter.
2-1-1 Prerequisite for this activity: Create the master data for one Installation using SAP Fiori "Create Master Data RES (Z_DATA_RES)" App.
1. - Country: US
  - Electricity Contract: True
  - Move/in_Date: January 1st of the current year
  - Gender: Male/Female/Empty
  - First Name: Your Name
  - Last Name: Your Last Name
  - e-mail ID: any name before the @
  Take note of the Installation IDs created.
  Go to the Display Installation app, for the Installation created, select Devices button, click on the Device installed and check the device status (INST).
2-1-2 For the installation created above, replace device from device category METER-ELEC-1D with the device from category METER-ELEC-2D## (any previously created serial number) and record the required meter readings.
Note: If the serial number is in status ESTO, it must be moved to AVLB first. Usually, the device is assigned to a service order, but for this exercise it will be moved to a cost center
1. In SAP Fiori app , Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Full Replacement
2. Enter the Installation ID in the Installation field, today’s date in the Activity date field, the Old device in Old device field, and the Serial Number in the New device field, METER-ELEC-2D## in the Dev.Cat. New Dev field . Press Enter.
3. Enter a meter reading for the registers. You can ignore a warning about an implausible meter reading by pressing Enter.
4. In the menu bar, choose Worklist button to review your entry.
5. In the menu bar, choose Menu→Goto→Rate Data .
6. Enter the rate types KWH (on-peak rate) and KWH (off-peak rate), also maintain the periodic consumption for the off-peak register (suggest 100 kWh for 30 days).
7. Choose Back and save your entries.
2-1-3 Is the register of the single-rate meter assigned to the appropriate register of the double-rate meter (i.e. on-peak rate to on-peak rate)?
How could you change the assignment if you needed to?
1. In SAP Fiori app: Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Maintain Logical Register
2. Enter the data in the Installation and Key Date fields. Choose Enter.
3. The on-peak registers have been assigned correctly. You can change the assignment by changing the LRN (Logical Register Number) field.
2-2 Install an audio frequency ripple control receiver (ARCR).
2-2-1 Additionally, install the ARCR from category ARCR-ELEC## (any previously created serial number) in the installation from the previous step. Assign the command group PD03A0## that you created to the device.
NOTE: If there is no ARCR device available to be installed, you need to execute the Post Goods Movement App to receive it in warehouse and Goods Movement App to move it to AVLB status.
1. Select the Device Installation app.
2. Enter the installation from the previous step in the Installation field, today’s date in the Activity date field, and the ARCR device in the New device field. Choose Enter.
3. Enter PD03A0## in the Command group field.
4. Save your entries.
2-2-2 Assign the device to the installed double-rate meter.
1. In the SAP Fiori app, Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Maintain Device Location .
2. Enter the installation from the previous step in the Installation field and today’s date in the Key Date field. Choose Enter.
3. Allocate the ARCR device (device category ARCR-ELEC##) as a Controlling Device to the double- rate meter (device category METER-ELEC-2D## ) (= the device that is controlled).
4. In the DAT field (Device allocation type), enter 01 (ripple control receiver).
5. Save your entries.
2-3 Install a device from category METER-ELEC-2D## (any previously created serial number) in a new installation with single-rate meter. For the register of this meter, create serial switching to the on-peak rate register (primary register) of the double-rate meter.
1. Create the master data for one Installation using SAP Fiori Create Master Data RES (Z_DATA_RES) app.
  - Country: US
  - Electricity Contract: True
  - Move/in_Date: January 1st of the current year
  - Gender: Male/Female/Empty
  - First Name: Your Name
  - Last Name: Your Last Name
  - e-mail ID: any name before the @
  Take note of the Installation IDs created.
2. Install the double-rate meter at the installation.
  1. Select Device Installation app.
  2. Enter the Installation ID in the Installation field, today’s date in the Activity date field, the Serial Number in the New device field, METER-ELEC-2D## in the Dev.Cat. New Dev field. Press Enter.
  3. Enter 05 in the Activity reason field.
  4. Check the entry in the RT (register type) field: On-peak rate is allocated to the register.
  5. In the Register data section, enter KWH (on-peak rate) in the Rate Type field.
  6. Enter a meter reading (suggest 0) and a period consumption (suggest 1000) and enter 30 in the Number of days (for which the period consumption is valid) field.
  7. Save your entries.
3. Choose in SAP Fiori app Home page→User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Create Register Relationship
4. Enter the Installation ID in the Installation field and today’s date in the key date field. Choose Enter.
5. Enter the value 02 (serial switching relationship) in the Reg. Rel. type field.
6. Enter both devices installed (Dev Cat METER-ELEC-1D and METER-ELEC-2D##), along with their registers.
  Note that you can use Installation Registers to select the devices for the installation. Select only the 1st register of the double-rate meter.
7. In the Operation field, enter 04 (secondary register) for the single-rate meter, and 03 (primary register) for the double-rate meter.
8. Use Menu→Goto→Enter Meter Reading Results to enter the current meter reading results. Choose Back.
9. Save your entries.

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