Billing Rate Configuration Procedure

Work Instructure Billing Master Data

Work InstructionBPPVersion: Draft 1

Work Instruction Version: Draft 1

Work Instruction

DOCPROPERTY "DocumentTitle" BILLING RATE CONFIGURATION PROCEDURE

Purpose

The following transactions are used to create the billing rate components and related structures in order to create a billable rate category. Steps include:

Complete design worksheet using applicable naming conventions and variant programs. (See Transaction code EA99 for variant program list.)

Create billing class

Create rate types

Create operands

Create line item types

Create rates

Create schema

Create rate category

Create rate determination

Assign values to operands in rate category facts

Create price keys (during assignment to operands in rate category facts)

Price keys may be created during the assignment of values to the operands in rate category facts. Price keys may also be created in a separate transaction and then assigned to price operands in rate category facts.

Prerequisites

Obtain Tariff Rate Schedule or Rate Requirement Narrative

Determine naming conventions for all rate components

Determine proration and period control rules for all applicable rate components

Create Rate Design Worksheet (see attached spreadsheet)

Menu Path

To go to the Create Billing Class screen, use the following menu path:

IMG ( SAP Utilities ( Contract Billing ( Billing Master Data ( Define Billing Classes ( New EntriesTransaction Code

SPRO (to IMG) then follow Menu Path above.

DOCPROPERTY "TransactionCode" Work Instructions - Create Billing Class

1.Update the following Required, Optional, and Conditional fields, as needed:

FieldR/O/CDescription/Action

BclassREnter Billing Class.

Text for billing classOEnter Billing Class description.

2. Select to save billing class created.

Results

A message is displayed at the bottom of the screen to indicate data was saved.

3.Click until you return to the SAP R/3 System screen.

Work Instructions Define Rate Types

Purpose:

Using a rate type, you can allocate a rate to a register, device, rate category or installation. Allocation is carried out using rate determination; this is dependent on the rate category of the installation.

Menu Path

To go to the Create Rate Type screen, use the following menu path:

Utilities Industry ( Billing ( Master Data ( Define Rate Types ( New EntriesTransaction Code

S_KK4_74000875

Work Instructions Define Rate Types



Rate TypeRUsing a rate type, you can allocate a rate to a register, device, rate category or installation. Allocation is carried out using historical rate determination; this is dependent on the rate category of the installation. Enter Rate type name.

TextORate Type description. Enter Rate Type description.

DvOSpecifies to which division rate type applies. Enter 01.

BCOSpecifies to which billing class rate type applies. Leave Blank

RORate Types for which this field is set can be used at the register level. Rates for which this field is set can only be allocated to those rate types in rate determination that are also permissible for registers. Set this field for rate types that are to be allocated to a register when a register is installed.

DOCan be used for rates at the device level. Leave Blank

FORate Types for which this field is set can be used in rate category facts and installation facts. Set this field for rate types that are to be used in rate category facts and/or installation facts.

P/MORate Types for which this field is set can be used in rate category facts and installation facts. Leave Blank

PEORate Types for which this field is set can be used in rate category facts and installation facts. Leave Blank

5.Select to save rate types created.

Result



________________________________________________

Work Instruction Create Operand

Purpose

An operand is created to establish the link between the values to be billed and the variant programs. It is an individually determined, symbolic name for an assigned value that is used as an input or output parameter in a variant program. The operand is assigned to one division and allocated to one operand category. (The operand categories are preprogrammed by SAP and define the function of the operand allocated to it.)

Menu Path

To go to the Create Operand: Initial screen, use the following menu path:

Utilities Industry ( Billing ( Master Data ( Define Operands ( Create Operands

Transaction Code

EA50Create Operand

Initial Screen


FieldR/O/CDefaultDescription/Action

OperandRNUnique name identifying the operand.

Action: Enter operand name after determining naming standards.

Operand CategoryRNClassifies the operand for the variant programs. Example: Demand, Quantity, Price or Amount

Action: Determine the classification of the operand and enter the operand category. The operand categories have been predefined by SAP.

DivisionRNType of supply or service. Example: Electric, Gas, or Miscellaneous.

Action: Enter the type of service.

Operand usage: Determines where the operand values are provided from.

Action: Select one operand usage for each operand that you define.

Normal usageOYThis operand usage should be selected when the usage is determined from installation, rate, or rate category facts.

Register operandONSelecting this operand usage is only a valid option for demand or quantity operand categories.

Complete historyONThis usage is for maintaining historical values.

8.Select to continue to the next screen.

Create Operand

Edit Screen



General data

TextRNDescription of Operand.

Action: Enter description (30 characters).

Unit of MeasureCNMeasurement value. Example: Kw, Kwh, or Kvar. This field is NOT applicable to all operand categories. Example: FACTORs, AMOUNTs, and LPRICE operand categories do not have units of measure.

Action: Enter type of value used for measurement.

Weighting keyCNThis option is only available for operand categories: TQUANT, QUANT, and AMOUNT. When this option is selected, the operand is prorated according to the corresponding weighting procedure. Examples of weighting keys are linear, weighting of energy feeding, degree day, sprinkling water portion, 1/1000 per month.

Action: Select a weighting key for TQUANT, QUANT and AMOUNT operand categories.

Operand groupCNOperand groups enable you to have a structured display of facts.

Action: Enter type of operand.

MR groupCNProvides the ability to override the number of decimal places on the meter reading document.

Action: Leave blank.

Contract-rel opCNCauses the operand to be prorated in the installation facts during a move-in/out. Action: N/A at this time.

Rate type requiredCNControls whether a rate type must be specified when entering the operand in the rate category or in the installation facts. This rate type is used for determination of an additional rate.

This indicator should only be used in the case of particular operands, for which you know that a certain billing rule is to be carried out.

Action: N/A at this time.

Two values permittedCNIf this field is selected, you can specify a second value for the operand being defined. This second value enables an original quantity to be stored in the rate facts, the general rate category, or the installation facts.

The first value relates to the billing-relevant (and possibly the discounted/increased) value.

(This specification means that in billing, additional difference lines are generated in the billing document that are included in statistics. )

This indicator can only be set for operands from the QUANT or DEMAND categories.

Action: N/A at this time.

Operand access: The access control defines how historical values of the operand are accessed during billing. This refers only to values from the rate facts, rate category facts or installation facts. When the operand usage is normal, the operand access must be identified.

Action: Select one operand access type when necessary.

All operand valuesCNAll values in the billing period are considered and proration occurs accordingly in billing.

Key DateC NThe operand value on a specified key date (defined in the meter reading unit) is used in billing.

Values month-basedCNThe operand value in month-based billing period is used in billing.

End billing periodCNThe operand value at the end of the billing period is used in billing.

Start of bill perCNThe operand value at the beginning of the billing period is used in billing

Rounding category: Specifies how to round the value

Action: Select the appropriate rounding category when applicable.

Do not roundCYDo not round the operand value

Round upCNRound the value up to the specified number of decimal/pre-decimal places

Round downCNRound the value down to the specified number of decimal/pre-decimal places

Nearest wholeCNMeans that numbers are rounded up or down to the nearest whole number with the specified number of decimal/pre-decimal places.

RoundingCNEntering a positive value means rounding is carried out to the specified number of places to the right of the decimal point

Entering a negative value means rounding is carried out to the specified number of places to the left of the decimal point.

Demand: Describes the Demand Operand.

Action: Usually you will select No of peaks = 1 for the demand variant. You will most likely not use the other fields at this time.

Maint. Demand activeCNIndicates whether the Demand active in facts field in the installation facts is ready for input.

Only applicable for demand operands.

Demand unchangedCNBill demand as it is in the facts.


No of peaksCYThe value entered specifies the number of highest demand values per register to be for determining the billled demand.


All demand valuesCNThis indicator specifies whether all demand values of a month or only the highest value of a month are used for peak determination.

Only applicable for register demand operands.

Demand per monthCNUsed only in connection with multiple reading of watt registers. If the indicator is set, the multiple-read results refer only to the corresponding allocation month of the meter reading and not to the entire billing period.


Season demandCNIndicates that the determination of demand to be billed is season-based.


History: Defines whether the operand values for the operand can be maintained historically (whether the operand values can be specified in different periods).

Action: Specify the appropriate historical maintainability for the operand. Not applicable to Register Operands.

As specifiedCYNo restrictions

Only in bill periodCNIf you choose this value, historical maintenance of the operand value in the installation facts is only possible in the current billing period. Operand values cannot be maintained in periods that have already been billed.

This control is only relevant for maintaining operand values in the installation facts.

(There is no restriction when maintaining operand values in the rate category facts and in the rate facts.)

Only in backbill perCNN/A

Not allowedCNHistorical maintenance is not permitted.

Reference value type: Reference value types for specific operands. Based on this reference value type, different fields appear when you maintain installation facts. For example, for billing lighting units, there are specific variant programs that can only operate with reference values of the type "lighting unit".

Action: Use with operand category REFVALUE.

StandardCYUsed for standard reference values other than those specified below.

LightingCNUsed for street lighting reference values.

Heating installationCNUsed for heating installation reference values.

ContainerCNUsed for container reference values.

Values for USERDEF: User defined area for maintaining additional operand attributes.

Action: No action necessary at this time.

Use value 1CNAdditional values to be determined in configuration if necessary




Maintainability: Describes where the operand may not be maintained.

Action: May select any combination of maintainability options.

Not instln factsONThe operand may not be maintained on the installation facts.

Not rate cat. FactsONThe operand may not be maintained on the rate category facts.

Not rate factsONThe operand may not be maintained on the rate facts.

Franchise fee: Determines whether this operand is used to calculate the franchise fee.

Action: This field will only always be no franchise fee except for the franchise fee factor for the billing line item. In this case, select Cust. Contribution. One choice must always be selected.

No franchise feeCYThis operand will not be used to calculate the franchise fee.

Cust contributionCNThis operand will be used only to calculate the franchise fee contribution to be paid by the customer.

Company contributionCNThis operand will be used only to calculate the franchise fee contribution to be paid by the company. N/A

10.Select to create the operand.

Result

A message is displayed at the bottom of the screen to indicate that the Operand had been created.

11.Select until you return to the SAP Easy Access screen.

Work Instructions - Create Line Item Types

Menu Path

To go to the Define Line Item Types screen, use the following menu path:

IMG ( SAP Utilities ( Tools ( System Modifications ( User-defined Variant Programs ( Define Line Item Types ( New EntriesTransaction Code

SPRO (to IMG) then follow Menu Path above.

Create Line Item Types



LineItmTypREnter Line Item Type

Text (for Line Item Type)OEnter Line Item Type description.

UOIf the indicator is not set: this line item type may be used as a default value in variants or may be used to overwrite the default value in the rate.

The indicator is set for all line item types used internally by the billing, invoicing, cancellation or manual backbilling programs and must therefore not be changed.

Do not set.

NA0Do not archive document line.

Do not set.

13. Select to save line item type created.

Results



Work Instructions - Create RatesMenu Path

To go to the Create Rate screen, use the following menu path:

Utilities Industry ( Billing ( Master Data ( Define Rates ( Create Rate

Transaction Code

EA32Purpose

A rate is used to perform bill calculations. The rate is made up of a variant program(s) and operands that are used to calculate charges for consumption, demand, flat fees etc.

Prerequisites

Account Determination Period Control Billing Class - Operands Line Item Types must exist before a rate can be created.

Create Rate

Initial Screen



RateRNUnique key identifying the name of the rate.

Action: Enter the name of the rate to be created

When creating rates standard naming conventions should be used


Create Rate

Edit Screen

17.Perform one or more of the following:

If You Want to...Then...

Create a Facts Permissible

Rate1. Go to step 19.

Create a Register Permissible Rate1. Go to step 24.



RateYDefaulted from previous screen.

DescriptionONDetailed explanation of the rate. Text should be standardized for all rates.

Action: Enter a detailed description of the rate.

DivisionRNType of service such as Electric or Gas.

Action: Enter the division.

Billing classRNClassification of contracts within a division, such as residential, commercial, or industrial.

Action: Enter the billing class associated with the rate.

Permissibility: Assigns the allowable trigger for the rate.

For example: Facts Permissible will trigger the rate from a fact rate type and will be used to calculate charges.

Must select one of the following.

Action: Select Facts permissible.

Register permissibleONYou set this indicator for rates to be used to bill consumption or demand of registers. Only for these rates are you required to specify values in the register-related fields in the rate header.

Device permissibleONYou can set this indicator, for example, for rate types and rates used to bill a device rental price.

Facts permissibleONYou set this indicator, for example, for rate types and rates used to bill flat rates, discounts, reference values or other values that are not related to the register.

PE bill permissibleONN/A

Register-based data: Only applicable to register permissible rates.

Notes: N/A

19.Select .

Rate Steps

Edit Screen



VariantRNVariants are small independent programs. A variant program requires parameters to be able to execute.

Action: Enter the variant program applicable to the rate being created.

21.Select to identify values required for the Variant program selected.

Result

The required fields are now updateable for entry.

Create Rate Steps

Edit Screen



CNo

Consecutive NumberRYConsecutive number of rate step.

VariantOYDefaulted

DST

Debit Sub-transactionRNDetermines which general ledger account monies are posted to.

In the rate, a debit and a credit sub-transaction must be specified for each rate step that can create billing line items relevant to posting.

Action: Enter the debit sub-transaction associated with the rate being created.

CST

Credit Sub-transactionRNDetermines which general ledger account monies are posted to.


Action: Enter the credit sub-transaction associated with the rate being created.

BB

Budget Billing Debit Sub-transactionRNDetermines which general ledger account monies are posted to.

Action: Enter the Budget Billing debit sub-transaction associated with the rate being created.

BB

Budget Billing Credit Sub-transaction RNDetermines which general ledger account monies are posted to.

Action: Enter the Budget Billing credit sub-transaction associated with the rate being created.

S

Reverse + / - sign

ONIf the indicator is set, the +/- sign of the amount in the billing line item is reversed. A receivable becomes a credit memo, and a credit memo becomes a receivable.

Action: If applicable to rate, set the indicator.

O

Optional billing step

ONIndicates an Optional billing step.

Rate steps can only be executed during billing if values are provided for all input operands in the entire period for the step. If this is not the case, the billing program depends on the "optional" indicator as follows:

If indicator is set rate step will be skipped.

If indicator is not set the contract will outsort.

Action: If applicable to the rate, set the indicator.

P

Period Control RNDefines the basis for proration.

Action: Enter the period control applicable to the rate.

V

Variant Control

RNAdditional input parameters.

Action: If applicable to the rate, enter the variant control.

Input Operand 1RNIndividually determined symbolic name for the assigned values that are used as input and output parameters in variant programs.

Action: Enter the first input operand

Input Operand 2

ONIndividually determined symbolic name for the assigned values that are used as input and output parameters in variant programs.

Action: Enter the second input operand, if applicable.

Output Operand 1 RNIndividually determined symbolic name for the assigned values that are used as input and output parameters in variant programs.

Action: Enter the output operand.

SeasonONYou can enter an operand of the SEASON category in this field. By doing so, the entire rate step is allocated to a season.

Action: If applicable enter the season.

Statistical Rate YDefaulted

FF group

Franchise Fee groupONCompany-specific grouping of business partners with the same franchise fee conditions.

Would only be used at the rate level if it applies to everyone using this rate.

Action: Enter the franchise fee group for the rate being created, if applicable.

Log.RS.no

Logical Rate Step numberYNumber that identifies a rate step. This number is assigned internally when you create rate steps.

Action: N/A

DLT1

Document Line Type 1ONThe line item type selects the billing line items generated by variant programs for the bill printout.

Associates the billing line item with a text for the bill.

Action: Enter applicable Document Line Type.

LIT2

Line Item Type 2ONThe line item type selects the billing line items generated by variant programs for the bill printout.

Will further define text associated with a billing line item.

Action: Enter applicable Line Item type 2.

Depending on the variant program, the number of input and output operands may vary.

Edit Screen



Fact GroupONEnables you to bill various customers differently with the same rate.

Action: Leave Blank

Copy FromONAllows you to copy one fact group to another fact group and make only changes to those operands required.

Action: Leave Blank

TextText associated with the fact group will default, if applicable.

24.Go to Transaction step 30.

Create Rate

Edit Screen



RateYDefaulted from previous screen.

DescriptionONDetailed explanation of the rate. Text should be standardized for all rates.

Action: Enter a detailed description of the rate.




Action: Enter the billing class associated with the rate.

Permissibility: Assigns the allowable trigger for the rate.

For example Register Permissible You set this indicator for rates to be used to bill consumption or demand of registers. Only for these rates are you required to specify values in the register-related fields in the rate header.

Must select one of the following.

Action: Select Register permissible.

Register permissibleONYou set this indicator for rates to be used to bill consumption or demand of registers. Only for these rates are you required to specify values in the register-related fields in the rate header.

Device permissibleONYou can set this indicator, for example, for rate types and rates used to bill a device rental price.

Facts permissibleONYou set this indicator, for example, for rate types and rates used to bill flat rates, discounts, reference values or other values that are not related to the register.

RTP inter.ONInterfaces to EDM Module.

Action: N/A

Register-based data: Only applicable to register permissible rates.

Register OperandCNThe register operand characteristics control the handling of all registers that are billed with this rate:

Action: Enter the applicable operand.

Validation Class CNValidation Class for independent validations.

For example: used to determine whether bills are too high or low.

Action: Enter applicable validation class.

Minimum portion in percentCNIs multiplied by the period length of the portion to determine the period for which meter reading results must be available for the system to extrapolate based on the existing meter reading results.

Action: Enter applicable percentage.

26.Select .

Rate Steps

Edit



VariantRNVariants are small independent programs. A variant program requires parameters to be able to execute.

Action: Enter the variant program applicable to the rate being created.

28.Select to identify values required for the Variant program selected.

Rate Steps

Edit Screen



CNo

Consecutive NumberRYConsecutive number of rate step.

VariantYDefaulted

DST

Debit Sub-transactionN/A

CST

Credit Sub-transactionN/A

BB

Budget Billing Debit Sub-transactionN/A

BB

Budget Billing Credit Sub-transaction N/A

S

Reverse + / - sign

N/A

O


ONIndicates an Optional billing step.

Rate steps can only be executed during billing if values are provided for all input operands in the entire period for the step. If this is not the case, the billing program depends on the "optional" indicator as follows:

If indicator is set rate step will be skipped.

If indicator is not set the contract will outsort.

Action: If applicable to the rate, set the indicator.

P

Period Control RNDefines the basis for proration.

Action: Enter the period control applicable to the rate.

V

Variant Control

RNAdditional input parameters.

Action: If applicable to the rate, enter the variant control.

Input Operand 1RNIndividually determined symbolic name for the assigned values that are used as input and output parameters in variant programs.

Action: Enter the first input operand

Input Operand 2

ONIndividually determined symbolic name for the assigned values that are used as input and output parameters in variant programs.

Action: Enter the second input operand.

Output Operand 1 RNIndividually determined symbolic name for the assigned values that are used as input and output parameters in variant programs.

Action: Enter the output operand.

SeasonONYou can enter an operand of the SEASON category in this field. By doing so, the entire rate step is allocated to a season.

Action: If applicable enter the season.

Statistical Rate YDefaulted

FF group

Franchise Fee groupONCompany-specific grouping of business partners with the same franchise fee conditions.


Action: Enter the franchise fee group for the rate being created, if applicable.

Log.RS.no


Action: N/A

DLT1

Document Line Type 1ONThe line item type selects the billing line items generated by variant programs for the bill printout.


Action: Enter applicable Document Line Type.

LIT2

Line Item Type 2ONThe line item type selects the billing line items generated by variant programs for the bill printout.


Action: Enter applicable Line Item type 2 if applicable.

30.Select to create rate.

Result

A message is displayed at the bottom of the screen to indicate that the rate has been created.


Work Instructions - Create SchemasPurpose

The billing schema is used to determine which rates are billed and in what sequence the rates are executed.

Prerequisites

Rates should already be created before schema is defined

Menu Path

To go to the Create Schema screen, use the following menu path:

Utilities Industry ( Billing ( Master Data ( Define Schemas

Transaction Code

EA35Create Schema

Initial



Billing SchemaRNUnique name for Billing Schema.

Action:

Copy from Billing SchemaONName of Billing Schema to be used as template.

Action:


Create Billing Schema

Edit Screen



Bi. SchemaRNDescription of the Billing Schema

Action: Enter the short text for the Billing Schema.

DivisionRNSpecifies to which division category one or more company-internal divisions are assigned, such as electric or gas.

Action: Enter the assigned division category for the Billing Schema.

Bill.classRNClassification of contracts within a division.

Action: Enter billing class, such as a residential or non-residential contract for the Billing Schema.

PE bi.rateN/A

BackbillingONN/A

35.Select to open the schema steps entry screen.

Schema Steps

Display Screen

36.Place the cursor in the first row of Schema Steps.

37.Select to insert the rate.

Rate entries table

Display Screen

38.Select the rate CLRS_KWH_R.

Rate selection

Display Screen

39.Select on rate entries table.

Create Schema

Display Screen.

Result

A message is displayed at the bottom of the screen to indicate that the rate was inserted.

40.Repeat step 6 for all required rates.

Create Schema

Display Screen



CNo

Consecutive NumberYConsecutive number in Billing Schema.

Action: Defaults.

RateYIdentifies a single rate

Action: Defaults.

VariantYVariant program

Action: Defaults

CNo

Consecutive NumberYConsecutive number in rate step internally assigned.

Action: Defaults.

I

IndicatorONRates can only be completely included in a schema. It is not possible, to delete individual steps of a rate in the schema. However, you can deactivate individual rate steps.

When selected indicates a rate step as inactive.

Action: Defaults.

AB

Advanced BillingONN/A

P

O/CYBilling line item relevant to posting.

An example situation would be that using a variant, you wish to calculate an amount for purposes of comparison. However, the amount is not to be posted.

Action: Defaults.

Amount Statistics GroupO/CYUsed for reporting purposes of Profitability Analysis (CO-PA).

Action: Defaults.

Quantity Statistics GroupO/CYUsed for reporting purposes of Profitability Analysis (CO-PA).

Action: Defaults.

O


YIndicates an Optional-billing step.

Action: Defaults.

S

Reverse + / - sign

YIf the indicator is set, the +/- sign of the amount in the billing line item is reversed. A receivable becomes a credit memo, and a credit memo becomes a receivable.

Action: Defaults.

D

Disconnection periods not valuated.O/CYIndicates schema steps that account for disconnection periods relevant to billing.

Action: Defaults.

PSO/CNPrice summary

If you set the same price summary indicator for both of the schema steps, only one billing line item with the total price is shown on the bill:

Action: Defaults.

DLT1

Document Line Type 1YThe line item type selects the billing line items generated by variant programs for the bill printout.


Action: Defaults.

Pre1RNSpecifies how to sort: By contract, division or device and with or without subtotal. Enter the pre-sort value (in this case 0002).

Action: Enter value in required field.

LIT2

Line Item Type 2YThe line item type selects the billing line items generated by variant programs for the bill printout.


Action: Defaults.

Pre2RNSpecifies how to sort: By contract, division or device and with or without subtotal. Enter the pre-sort value (in this case 0002).

Action: Enter value in required field.

DST

Debit Sub-transactionYDetermines which general ledger account monies are posted to.


Action: Defaults.

CST

Credit Sub-transactionYDetermines which general ledger account monies are posted to.


Action: Defaults.

BB

Budget Billing Debit Sub-transactionYDetermines which general ledger account monies are posted to.

Action: Defaults.

BB

Budget Billing Credit Sub-transaction YDetermines which general ledger account monies are posted to.

Action: Defaults.

FF group

Franchise Fee groupYCompany-specific grouping of business partners with the same franchise fee conditions.


Action: Defaults.

P

Period Control YDefines the basis for proration.

Action: Defaults.

V

Variant Control

YAdditional input parameters.

Action: Defaults.

Input Operand 1YIndividually determined symbolic name for the assigned values that are used as input and output parameters in variant programs.

Action: Defaults.

Input Operand 2

YIndividually determined symbolic name for the assigned values that are used as input and output parameters in variant programs.

Action: Defaults.

Output Operand 1 YIndividually determined symbolic name for the assigned values that are used as input and output parameters in variant programs.

Action: Defaults.

IL

Information lines for back billingONN/A

Statistical Rate YMay be used for statistical analyses of the billing documents.

Action: Defaults.

Log.RS.no


Action: Defaults.

42.Select .

Result

A message is displayed at the bottom of the screen to indicate that the Schema has been created.


Work Instructions - Create Rate Category

________________________________________________________________________

Purpose

Rate category represents the rate schedule. It is a classification of a contract for billing purposes. In conjunction with rate type and usage class, it is used to determine the rate.

Prerequisites

A Schema must exist to create a Rate Category.

Menu Path

To go to the Create Rate Category screen, use the following menu path:

Utilities Industry ( Billing ( Master Data ( Define Rate Categories ( Create Rate Categories

Transaction Code

EA53Create Rate Category

Initial Screen



Rate CategoryRNUnique name identifying a rate category.

Action: Enter the name of the rate category being created.


Action: Enter the division

Copy FromONRate Category to copy from.

Action: Not necessary


Create Rate Category

Edit Screen



Rate CategoryYUnique name identifying a rate category

Action: Defaulted from previous screen.

DescriptionONDetailed explanation of the rate category. Text should be standardized .

Action: Enter a detailed description of the rate category.

DivisionYType of service such as Electric or Gas.

Action: None. Defaulted from previous screen.

General Data:

Billing ClassRNClassification of contracts within a division, such as residential, commercial, or industrial.

Action: Enter the billing class associated with the rate category.

Outsort chk groupRNSpecifies which outsorting groups are to be carried out for a billing procedure.

Action: Enter the Outsort check group that applies to the rate category.

Rate cat st grp

Rate category statistic groupRNDescribes a statistics group for a rate category and is used for reporting.

Action: Enter the applicable statistic group.

Tax mon. basis

N/A

Billing schemaRNThe unique number or the alphanumeric key identifying a billing schema.

You determine the following in the billing schema: which rates are to be billed and in which order they are to be processed. Schemas are therefore a grouping together of one or more rates.

Action: Enter the applicable billing schema.

Back billingYN/A

No backbilling

Period-end billingYN/A

No PE billing

Billing in advanceN/A

47.Select to create the Rate Category.

Result

A message is displayed at the bottom of the screen to indicate that the Rate category has been created.


Work Instructions - Create Rate Determination

________________________________________________________________________

Purpose

The purpose of rate determination is to determine the rates dynamically (at runtime) from the rate type of the register and the rate category of the installation.

Rate determination is performed historically. This has the advantage that possible rate changes can be implemented easily. You do not need to change the rate types and rate categories in the master data. Instead, a new rate is determined starting from a new from-date.

Prerequisites

A Rate Category and Rate Types must exist to create Rate Determination.

Menu Path

To go to the Create Rate Determination screen, use the following menu path:

Utilities Industry ( Billing ( Master Data ( Define Rate Determination

Transaction Code

EA87

Initial Screen

Edit Screen

Initial Screen



Rate TypeRNUsing a rate type, you can allocate a rate to a register, device, rate category or installation. Allocation is carried out using historical rate determination; this is dependent on the rate category of the installation. Enter Rate type name.


Action: Enter the name of the rate category being created.

50. Select to continue to next screen.

Create Rate Determination

51. Select to continue to next screen.

Create Rate Determination

Edit Screen

52. Update the following Required, Optional, and Conditional fields, as needed:


Valid fromRNDate from which time slice is valid. Action: Enter effective date of the rate.

RateRNAction: Enter valid rate from drop down list. Repeat for all valid rates for the rate type.

53. Select to attach valid rate(s) to rate type.

54. Select to create the Rate Determination.

Result

A message is displayed at the bottom of the screen to indicate that the Rate determination has been created.

55. Create rate determination for each rate type for the rate category.

56. Select until you return to the SAP Easy Access screen.

Work Instructions - Create Rate Category Facts

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Purpose

Rate category facts assign a value to operands in the rates, or assign the method for determining the value of the operand during billing.

Prerequisites

All Rate Determination for the Rate Category must exist.

Menu Path

To go to the Change Rate Category screen, use the following menu path:

Utilities Industry ( Billing ( Master Data ( Define Rate Category ( Change Rate Category

Transaction Code

EA54

Change Rate Category

Initial Screen




Action: Enter the name of the rate category.

58. Select to continue to the next screen.

Change Rate Category Screen

59. Select button to create Rate Category Facts.


61. Select runtime and then the button to assign update value method to operand.

Note that output operands will be updated at runtime, and each operand in the rate category is only assigned a value once.

62. Select button to create rate category facts operand values for remaining operands in the rate category.

Assigning price to price operand with seasons

Note that price keys may be created while assigning the price to the price operand in rate category facts. The price key can also be created separately and then assigned to the rate category fact.


Maintain Operand Value

Edit Screen



Valid fromRNDate from which the price key will be valid. Action: Enter the applicable date.

Valid toODDate to which the price key will be valid. Action: No entry. Default

PriceRNUnique Price key name. Action: Enter the name of the price key.

CurrencyRDCurrency for amounts in the system.

Action: No Entry defaults from price key.

CurrencyODCurrency for amounts in the system.

Action: No entry, defaults from price key.

TextRDDescription of the Price key. Action: No entry, defaults from price key.

65. Select button to continue to the next screen.

66. Select button to continue to the next screen.

Edit Screen



CurrencyRNCurrency for amounts in the system.

Action: Enter currency for which the price key will be valid.

Price typeRNDefines the type of price to be created. Standard, Block or Scale price. Action: Enter 1 for blocked price.


When creating prices within the assignment of values to operands, the appropriate fields in the price key are defaulted based on the type of operand and the variant program in which it exists in the rate. The initial screen for creating a price is skipped.

Create Price

Edit Screen



PriceRYUnique name identifying a price. Action: Defaulted

Price descriptionONDetailed explanation of the price. Text should be standardized for all prices.

Action: Enter a detailed description of the price.

Price levelYThe price level is used in the case of rental prices to differentiate prices that have the same price class.

Price categoryYClassification of price: Quantity-based, Time-based, Flat, or Rental. Action: Defaulted

Price typeYThe price type classifies the price as a Standard price, a Block price, or a Scale price. Action: Defaulted

Header Data:

Trans currencyYRepresents the transaction currency that will be associated with the price. Action: Defaulted


Action: Defaulted


Action: Defaulted

UoMOUnit of Measure

Action: Defaulted.

Price adj. ClauseONN/A

Options: Options associated with the price being created.

Action: No entry is required.

Ext. priceONExternal price. The price is defined and calculated by means of user exits.

Action: No entry required if external price does not apply.

Whole no.N/A

FF price ImtN/A

Average Price: N/A


Rounding Category: Principle used for rounding.

Action: Must select one of the following.

Do not roundOYSpecifies no rounding.

Round upONNumbers are rounded up to the specified number of decimal places. Action: Select Round up

Round downONNumbers are rounded down to the specified number of decimal places.

Nearest wholeONNumbers are rounded up or down to the nearest whole number.

RoundingONStarting point for rounding.

Entering a positive value means rounding is carried out to the specified number of places behind the decimal point.

Entering a negative value means rounding is carried out to the specified number of places before the decimal point.

Action: Enter the starting point for rounding.

Franchise fee category: This would only be used when franchise fee is applied to a quantity, not an amount.

Action: Select no franchise fee.

No Franchise FeeOYIndicates no franchise fee.

Customer ContributionONN/A

Company Contribution ONN/A

Time Category: Indicates whether the time basis is days or months.

Action: Enter the time category associated with the price being created.

No Time CategoryONIndicates no time category.

MonthOYIndicates time basis as Month.

DayONIndicates time basis as Day.

Time basisRNExact specification for the time category, that is, number of days or months.

Action: Enter the time basis for the price being created.

Adjust price blocks: N/A


Historical Data:

Valid fromRNDate from which time slice is valid.

Action: Enter the start date of the price.

Valid toOYDate until which a time slice is valid.

If left blank date will default to 12/31/1999

Action: Default

PriceONPrice amount (SAP does not require price however business processes may.)

Action: Enter the price amount.

Note: See step 55 for blocked price configuration:

70.Select to save Price.

71. Select button to assign Summer Price to Price Operand.

Create Prices (not in Rate Category Facts)

Purpose

A price represents a cost.

There are four price categories:

1. Quantity-based price

You valuate quantities and consumption using this price.

2. Flat rate

A flat rate is a fixed amount per unit of time.

3. Rental price

Using this price you charge an amount for supplying the customer with a measuring device (device or meter) for a certain period of time. For this price category you must

also specify the price level. Enter a valid price class in the price field.

4. Time-based price

This price category is for valuating time-based values such as demands

and connection loads (for example, reference values).

Prerequisites

Recommendation:

SAP recommends that you structure and standardize the price key naming convention beforehand.

Menu Path

To go to the Create Price screen, use the following menu path:

Utilities Industry ( Billing ( Master Data ( Define Prices ( Create Prices

Transaction Code

EA89Create Price

Initial Screen



PriceRNUnique name identifying a price.

Action: Enter the name of the price to be created.

Trans currencyRNRepresents the transaction currency that will be associated with the price.

Action: Enter USD (US Dollars)

Price categoryRNClassification of price: Quantity-based, Time-based, Flat, or Rental.

Action: Enter the Price category that applies to the price being created.

Price levelONThe price level is used in the case of rental prices to differentiate prices that have the same price class.

Action: No entry required.

Price typeRNThe price type classifies the price as a Standard price, a Block price, or a Scale price.

Action: Enter the price type that applies to the price being created.

When creating prices, standard-naming conventions should be used.

50.Perform one or more of the following:

If You Want to...Then...

Create a standard price2. Select price type of 0 (Standard price).

3. Select 4. Go to transaction step 3.

Create a block price2. Select price type of 1 (Block price).

3. Select 4. Go to transaction step 6.


Create Standard Price

Edit Screen



PriceRYUnique name identifying a price.




Price categoryYClassification of price: Quantity-based, Time-based, Flat, or Rental.

Price typeYThe price type classifies the price as a Standard price, a Block price, or a Scale price.

Header Data:

Trans currencyYRepresents the transaction currency that will be associated with the price.


Action: Enter the billing class associated with the price.



UoMOUnit of Measure.

Action: Enter kWh






Whole no.N/A

FF price ImtN/A

Average Price: N/A





Round upONNumbers are rounded up to the specified number of decimal places.









No Franchise FeeOYIndicates no franchise fee.





No Time CategoryONIndicates no time category.

MonthOYIndicates time basis as Month.




Adjust price blocks: N/A


Historical Data:





Action: Enter the date the price will be valid to.

PriceONPrice amount


53.Go to transaction step 59.


Create Block Price

Edit Screen

55.Update the following Required, Optional, and Conditional fields, as needed:FieldR/O/CDefaultDescription/Action

PriceRYUnique name identifying a price.




Price categoryYClassification of price: Quantity-based, Time-based, Flat, or Rental.

Price typeYThe price type classifies the price as a Standard price, a Block price, or a Scale price.

Header Data:

Trans currencyYRepresents the transaction currency that will be associated with the price.


Action: Enter the billing class associated with the price.



UoMRNUnit of measurement.

Action: Enter the unit of measurement applicable to the price.






Whole no.ONValuate quantity portions already started using full price. If this indicator is set for a price, the amount is determined in a particular way. The full price is applied to each portion already started using the quantity base of a price.

Action: No entry required.

FF price ImtN/A

Average Price: N/A





Round upONNumbers are rounded up to the specified number of decimal places.









No Franchise FeeOYN/A





No Time CategoryOYIndicates no time category.

MonthONIndicates time basis as Month.




Adjust price blocks: Depending on how this indicator is set, the price blocks can be adjusted to the actual billing period in the case of quantity based block prices.

Action: You must select one of the following.

No AdjustmentOYIndicates no adjustment to the price blocks..

Same price keyONIf you choose adjustment for the same price key, periods having the same price key are taken into account together. The blocks are adjusted to this common period.

Price key/ amountONN/A

Per time sliceONN/A

Llim. IntONLower limit of interval for price block adjustment in days.

Action: Enter the specifications for the lower limit.

Ulim. IntONUpper limit of interval for price block adjustment in days.

Action: Enter the specifications for the upper limit.

Historical Data





Action: Enter the date the price will be valid to.

56.Select to enter block pricing data.

A historical data price line must be selected to perform block maintenance.

Block Maintenance

Edit Screen



Qty baseRNIndicates the quantity to which a quantity-valuating value (such as a price amount) refers.

Action: Enter the quantity.

Price amtRNPrice amount


From-blockRNDefines the lower quantity limit within the price table for storing block and scale prices.

Action: Enter the lower quantity limit.

To-blockYDefines the quantity that a price will be valid to within the price table for storing block and scale prices.

Action: Enter the quantity that the price will be valid to.

58.Select to transfer price data.

Result

A message is displayed at the bottom of the screen to indicate that the block amounts have been transferred to price data.

59.Select to create the price.

Result

A message is displayed at the bottom of the screen to indicate that the price has been created.


BPP Responsibility AreaBarbara Ford

BPP Organization AreaBilling

BPP ReleaseSAP R/3 4.6C CCS 4.63

Last Changed Date02/08/2001

Last Changed ByBarbara Ford

10 of 7006/21/07Create Billing RatesPage 1 of 70Last Updated: BFORD

Documents

Billing Rate Configuration Procedure