SAP CRM Tutorials:SAP ISU CRM Course
https://websmp103.sap-ag.de/~sapidp/011000358700001390972009D
IUT110 Introduction to IS-U/CCS System
IUT210 Master Data and Basic Functions
IUT220 Device Managment
IUT221 Work Managment
IUT225 Energy Data Managment
IUT230 Billing and invoicing
IUT235 Real Time Pricing
IUT240 Contract Accounts Receivables and payables
IUT250 Customer Service
IUT280 Print Workbench
IUTW44 - IS-U Master Data Deregulation
IUTBIL - IS-U EDM Settlement Workshop
IUT110 Course Contents
Content:
* Overview
- IS-Utility/CCS application components
- Integration of IS-Utility/CCS with standard SAP system
* Execution of the most important business processes:
- Customer information
- Master data
- Move-in/out handling
- Device maintenance
- Meter reading
- Billing and invoicing
- Energy data management
- Contract accounts receivable and payable
- Waste management
IUT210 Course Contents
Objectives:
* Familiarize participants with the utility solution master data and its use in performing basic functions of the system.
* Use practice-oriented exercises to teach participants to use the basic functions and tools of IS-Utility/CSS solution efficiently.
Content:
* IS-U/CCS basic functions
- Regional structure
- Scheduling
* Commercial master data
- Business partner
- Contract account
- Contract
* Technical master data
- Connection object
- Connection
- Premise
- Installation
- Point of delivery
- Device
* Integration with the standard SAP system
- Equipment
- Functional locations
- Material
* Enterprise organization/agent determination for Customizing functions.
IUT220 Course Contents
* Familiarize participants with the basic principles of device management and the conversion of related key business processes in IS- Utility/CCS, as well as the interfaces of standard SAP components MM (Materials Management) and PM (Plant Maintenance).
* In addition to providing a theoretical overview, this course equips participants with the practical ability to install their own data constructs and customize the device management.
Content:
* Device master data
* Inventory managment (integration with MM)
- Device procurement, device storage, device movement
* Device installation
- Installation, removal, replacement, and modification
- Device relationships and installation structure
* Meter readings
- Organization of readings
- Creation of meter reading orders and download to external systems
- Entry, validation, and extrapolation
- Monitoring of meter reading results
* Device inspection
- Sampling procedure
- Periodic meter replacement
- Integration with standard QM component
IUT221 Course Contents
Objectives:
* Description of basic processes in Work Management, as well as the connection to standard components and interfaces to external systems.
* Use of exercises to learn the implementation and operation of important processes in the system, such as service connection processing.
Content:
* Mapping technical plants for transmission and distribution
* Drawing up maintenance and service orders with service objects
- Time scheduling in call center
- Linking customer and service orders with service products.
- Configuration of service products
- Configuration & pricing
- Multilevel service products
* Use of service objects and products in utilities industry products
- Workflow for creating a service connection with quotation
- Periodic replacement, repair, inspections, etc.
* Interfaces to external systems
- Integration of software products
- The GIS Business Connector
- Outage management systems, SCADA systems and so on
IUT225 Course Contents
Objectives:
* This course enables participants to use the Energy Data Management (EDM) component within IS- Utility/CCS.
* This course provides information about:
* Managing profiles in EDM
* Integrating profile management in IS-U/CCS
* The structure of the EDM database system
* The EDM interfaces
* By the end of this course, participants should be able to manage profile data using EDM.
Content:
* Introduction to EDM
* Profile management
- Storing profile data
- Create and change profile header
- Allocate profiles to IS-Utility data objects
- Profile value imports and the roles of profile allocation
- Import, display, and change profile values and versions
* Synthetic profiles
- Generate and use synthetic profiles
- Dynamic modification of profiles
* Formula profiles
- Formula allocation and formula calculation
IUT230 Course Contents
Objectives:
* Explain the billing-relevant master data and IS-Utility/CCS functions.
* Define the steps in the billing process flow, up to and including invoicing and bill printing.
* Teach participants to maintain existing rates, create new constructs, and edit budget billing plans.
Content:
* Rate structure
- Rate types and rate categories
- Prices
- Billing schemas
- Rate determination
* Billing process
- Functions (including periodic and period-end billing)
- Simulation
- Outsorting
- Reversal
- Manual billing
* Invoicing
- Bill print-out
- Budget billing plan
- Reversal
* Discounts and surcharges
* Special billing features
* Customizing functions
IUT235 Course Contents
Objectives:
* Enables participants to use the real-time pricing component (RTP) within energy data management (EDM).
* Teach participants how to use EDM for:
* Performing time series billing using load profiles
* Creating complex rate models such as time-of-use and RTP
* Explain how to define complex rate models using the RTP interface in order to prepare the data contained in EDM for billing in IS- Utility/CSS.
Content:
* Introduction to real-time pricing billing
* Overview of the RTP interface
- Scope of functions in IS-U/CSS billing
- Overview of classic billing in IS-U/CCS and the integration of profiles in billing
* Elements of the RTP interface
- Formulas and RTP components
- Customizing settings and restult parameters for input and output
- Embedding the RTP interface in IS-U billing.
IUT240 Course Contents
Objectives:
* Explain the technical data context of contract accounts subledger and its integration iwith FI general ledger accounting and other SAP modules.
* Demonstrate the most important business processes supported by contract accounting
* Explain how efficient revenue management can be achieved using contract accounts receivable and payable.
Content:
* Organizational elements of contract accounting
* Transactions and account determination
* Posting and documents
* Account information
* Payments and returns processing
* Cash desk and payment lot
* Settlement control
* Deferrals/installment plans
* Interest calculation
* Dunning and collection
* Security deposits
* Transfer to general ledger (FI-GL) and integration into further SAP components
* Contract accounting as the basis for credit and collections management
* Demonstration of the customizing functions for all business processes
IUT250 Course Contents
Objectives:
* Explain the specific IS-Utility knowledge required for mapping typical business processes within a company into the Customer Interaction Center (CIC).
* Enable participants to execute the most important business processes in customer service.
Content:
* Customer Interaction Center
- Operation and user-specific modification of CIC processes
- Design of the CIC interface
* Processing of business transactions
- Customer information/contacts
- Move-in/out
- Disconnection/reconnection of installations
- Master data generator
* Customizing functions Note:
* This course does not cover the use of CIC as a call center with telephony functions.
IUT255 Course Contents
Objectives:
* Explain the most important aspects of the integration process between SAP CRM, SAP IS-Utilities and SAP BW, as well as the data model.
* Identify the necessary Customizing settings for the integration of these systems and explain how to execute them.
Content:
* Process overview: involved objects (SAP CRM/SAP IS-U/SAP BW)
* Process overview: utility contracts for residential customers, follow- up processes, and marketing for utilities
* Middleware: general concepts
* Middleware replication: integration of business partners and technical objects
* Products in SAP CRM, master data templates in SAP IS-Utility
* Replication of SAP CRM service contracts to SAP IS-Utility
* Initial download
* SAP IS-Utility contacts and SAP CRM activities
* Configuration of Interaction Center WinClient in SAP CRM
* Settings regarding marketing campaigns
* Processes in IC WebClient, KAM Portal for commercial and industrial customers
IUT110 Introduction to IS-U/CCS System
IUT210 Master Data and Basic Functions
IUT220 Device Managment
IUT221 Work Managment
IUT225 Energy Data Managment
IUT230 Billing and invoicing
IUT235 Real Time Pricing
IUT240 Contract Accounts Receivables and payables
IUT250 Customer Service
IUT280 Print Workbench
IUTW44 - IS-U Master Data Deregulation
IUTBIL - IS-U EDM Settlement Workshop
IUT110 Course Contents
Content:
* Overview
- IS-Utility/CCS application components
- Integration of IS-Utility/CCS with standard SAP system
* Execution of the most important business processes:
- Customer information
- Master data
- Move-in/out handling
- Device maintenance
- Meter reading
- Billing and invoicing
- Energy data management
- Contract accounts receivable and payable
- Waste management
IUT210 Course Contents
Objectives:
* Familiarize participants with the utility solution master data and its use in performing basic functions of the system.
* Use practice-oriented exercises to teach participants to use the basic functions and tools of IS-Utility/CSS solution efficiently.
Content:
* IS-U/CCS basic functions
- Regional structure
- Scheduling
* Commercial master data
- Business partner
- Contract account
- Contract
* Technical master data
- Connection object
- Connection
- Premise
- Installation
- Point of delivery
- Device
* Integration with the standard SAP system
- Equipment
- Functional locations
- Material
* Enterprise organization/agent determination for Customizing functions.
IUT220 Course Contents
* Familiarize participants with the basic principles of device management and the conversion of related key business processes in IS- Utility/CCS, as well as the interfaces of standard SAP components MM (Materials Management) and PM (Plant Maintenance).
* In addition to providing a theoretical overview, this course equips participants with the practical ability to install their own data constructs and customize the device management.
Content:
* Device master data
* Inventory managment (integration with MM)
- Device procurement, device storage, device movement
* Device installation
- Installation, removal, replacement, and modification
- Device relationships and installation structure
* Meter readings
- Organization of readings
- Creation of meter reading orders and download to external systems
- Entry, validation, and extrapolation
- Monitoring of meter reading results
* Device inspection
- Sampling procedure
- Periodic meter replacement
- Integration with standard QM component
IUT221 Course Contents
Objectives:
* Description of basic processes in Work Management, as well as the connection to standard components and interfaces to external systems.
* Use of exercises to learn the implementation and operation of important processes in the system, such as service connection processing.
Content:
* Mapping technical plants for transmission and distribution
* Drawing up maintenance and service orders with service objects
- Time scheduling in call center
- Linking customer and service orders with service products.
- Configuration of service products
- Configuration & pricing
- Multilevel service products
* Use of service objects and products in utilities industry products
- Workflow for creating a service connection with quotation
- Periodic replacement, repair, inspections, etc.
* Interfaces to external systems
- Integration of software products
- The GIS Business Connector
- Outage management systems, SCADA systems and so on
IUT225 Course Contents
Objectives:
* This course enables participants to use the Energy Data Management (EDM) component within IS- Utility/CCS.
* This course provides information about:
* Managing profiles in EDM
* Integrating profile management in IS-U/CCS
* The structure of the EDM database system
* The EDM interfaces
* By the end of this course, participants should be able to manage profile data using EDM.
Content:
* Introduction to EDM
* Profile management
- Storing profile data
- Create and change profile header
- Allocate profiles to IS-Utility data objects
- Profile value imports and the roles of profile allocation
- Import, display, and change profile values and versions
* Synthetic profiles
- Generate and use synthetic profiles
- Dynamic modification of profiles
* Formula profiles
- Formula allocation and formula calculation
IUT230 Course Contents
Objectives:
* Explain the billing-relevant master data and IS-Utility/CCS functions.
* Define the steps in the billing process flow, up to and including invoicing and bill printing.
* Teach participants to maintain existing rates, create new constructs, and edit budget billing plans.
Content:
* Rate structure
- Rate types and rate categories
- Prices
- Billing schemas
- Rate determination
* Billing process
- Functions (including periodic and period-end billing)
- Simulation
- Outsorting
- Reversal
- Manual billing
* Invoicing
- Bill print-out
- Budget billing plan
- Reversal
* Discounts and surcharges
* Special billing features
* Customizing functions
IUT235 Course Contents
Objectives:
* Enables participants to use the real-time pricing component (RTP) within energy data management (EDM).
* Teach participants how to use EDM for:
* Performing time series billing using load profiles
* Creating complex rate models such as time-of-use and RTP
* Explain how to define complex rate models using the RTP interface in order to prepare the data contained in EDM for billing in IS- Utility/CSS.
Content:
* Introduction to real-time pricing billing
* Overview of the RTP interface
- Scope of functions in IS-U/CSS billing
- Overview of classic billing in IS-U/CCS and the integration of profiles in billing
* Elements of the RTP interface
- Formulas and RTP components
- Customizing settings and restult parameters for input and output
- Embedding the RTP interface in IS-U billing.
IUT240 Course Contents
Objectives:
* Explain the technical data context of contract accounts subledger and its integration iwith FI general ledger accounting and other SAP modules.
* Demonstrate the most important business processes supported by contract accounting
* Explain how efficient revenue management can be achieved using contract accounts receivable and payable.
Content:
* Organizational elements of contract accounting
* Transactions and account determination
* Posting and documents
* Account information
* Payments and returns processing
* Cash desk and payment lot
* Settlement control
* Deferrals/installment plans
* Interest calculation
* Dunning and collection
* Security deposits
* Transfer to general ledger (FI-GL) and integration into further SAP components
* Contract accounting as the basis for credit and collections management
* Demonstration of the customizing functions for all business processes
IUT250 Course Contents
Objectives:
* Explain the specific IS-Utility knowledge required for mapping typical business processes within a company into the Customer Interaction Center (CIC).
* Enable participants to execute the most important business processes in customer service.
Content:
* Customer Interaction Center
- Operation and user-specific modification of CIC processes
- Design of the CIC interface
* Processing of business transactions
- Customer information/contacts
- Move-in/out
- Disconnection/reconnection of installations
- Master data generator
* Customizing functions Note:
* This course does not cover the use of CIC as a call center with telephony functions.
IUT255 Course Contents
Objectives:
* Explain the most important aspects of the integration process between SAP CRM, SAP IS-Utilities and SAP BW, as well as the data model.
* Identify the necessary Customizing settings for the integration of these systems and explain how to execute them.
Content:
* Process overview: involved objects (SAP CRM/SAP IS-U/SAP BW)
* Process overview: utility contracts for residential customers, follow- up processes, and marketing for utilities
* Middleware: general concepts
* Middleware replication: integration of business partners and technical objects
* Products in SAP CRM, master data templates in SAP IS-Utility
* Replication of SAP CRM service contracts to SAP IS-Utility
* Initial download
* SAP IS-Utility contacts and SAP CRM activities
* Configuration of Interaction Center WinClient in SAP CRM
* Settings regarding marketing campaigns
* Processes in IC WebClient, KAM Portal for commercial and industrial customers
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