Bulk Meter Replacement Work and Asset management August, 2013 CONFIDENTIAL Copyright © 2011 by Infosys Consulting India Limited

Bulk Meter Replacement

Work and Asset management

August, 2013

CONFIDENTIALCopyright © 2011 by Infosys Consulting India Limited

2CONFIDENTIALCopyright © 2011 by Infosys Consulting India Limited

• Prerequisites

• Introduction: Bulk Meter Replacement

• Navigating to the Form

• Search for Records

• Creation of SR

• Creation of Work Order

• Approval of Work Order

• Indent creation

• Stock Checkout Form

• Update the Records

• Submit Records for Completion

Table of Contents


Prerequisites

• Use this functionality only after 6pm in the evening

• Read and understand the process completely before you start the execution. Please get it touch with the training team in case of any confusions.

• You may create SRs for as many number of records you want. But make sure when you are processing them, i.e. creating Work Orders, stick to a total of 20 accounts at a time. This will ensure that the system stability is maintained and user will be able to keep track of all records.

• In case of any issue, please raise a ticket and assign it to the concerned team.


Introduction: Bulk Meter Replacement

In the normal course of Business, meters are replaced through the existing process where execution is done on each account id. But, as a part of the RAPDRP program, all the electro mechanical meters are being replaced with smarter electronic and digital meters. To enable smoother and faster execution of the meter replacement, we have developed the Functionality of Bulk Meter replacement, for which the process flow has been explained going further.

The process in itself is beneficial in handling multiple Accounts over which meter Replacements will be carried out simultaneously using 2 work orders. This will improve efficiency of the utility which will ensure there are minimum delays w.r.t customer billing.


Navigating to the Form

Go to Customer->Service Request. Open Any existing SR, Click on Custom Actions and Select Create “Bulk Meter Replacement”


Navigating to the Form

Once you click on the Custom Action, the Bulk Meter Replacement form will be displayed


Introduction To custom Form

All the highlighted attributes in ‘Yellow’ can be used to perform Search For the Records to be processed for Replacement.

Within the Red box you can see the Attributes which can be used to search for records being processed through the form


Introduction to the Custom Form

Field Description for Search AttributesOnce you click on the Meter Type Field, a List of values will be displayed. Select the appropriate Meter type to search for records


You can also select manufacturer which is nothing but the meter manufacturer to identify specific make of meters to be replaced


Field Description for Search Attributes


Year- Year of Manufacture of the Meter

Model- Model No of the meter


Field Description for Search Attributes



You can also search for a unique record using Account Id search. Make sure all other fields are Null when u Search using Account Id

The Whole Process will go through various statuses. At any point in the process, You can use Work Order Search or Status of Process to Arrive at the records.


Search For Records

You may enter multiple Search criteria to Search for the records. For E.g. User has Entered, Manufacturer, Meter Type and Year for which the records are displayed in the lower block


Search For Records

Once you click on clear, all the records will get removed from the Search result.


Search For Records

As Explained Earlier, Account id search will result in a unique Record. But, the user will get an error if he tries to search for an account that is already being processed through Bulk Meter Replacement


Search For Records

This is yet another example of Multiple Search criteria. The user has Selected Year 2011 and Meter type as ETV. The results for which is displayed below


Creation Of SR

Enter the desired search criteria and click on Search before you proceed for creation of SR

Incase You want to process any account for replacement, you can select them by clicking on the checkboxes as shown below

Once you have selected the accounts, click on Create SR Button. This Button is used for Creation of SR


Creation Of SR

Here the User is trying to Generate SRs for the accounts which are already under process

If you try to Create SR for records which are already processed, you will get the error as mentioned below.


FA creation in CCB

• FA creation Batch is auto scheduled every midnight.

• Once the batch is executed, Service Requests for all the account ids selected shall get created.

• The SRs shall be available to the Section office the next morning.


Introduction to Status of ProcessThis is an Independent Search Criteria. All other Fields should be made Null -except the Department- when using Status of Process. The Various Statuses are highlighted below within the Red Box


Introduction to Status of ProcessThis is an Independent Search Criteria. All other Fields should be made Null when using Status of Process

During the course of the process, we can use the Status of Process field to identify the statuses of various accounts and process them further. Following are the statuses and the results they will yield upon search:

1. Initiate Process- All the account ids for which process is yet to be initiated will get displayed.

2. CCB SR Creation Pending- All account ids for which SRs are yet to be created shall get displayed.

3. CCB SR created- All the Account ids for which Meter Replacement SRs are created shall get listed out along with the SR ids.

4. Pending Estimation- All account ids for which Work Orders are created and approval is pending

5. WO activated- All the account ids for which the WO is activated will get displayed.

6. Indent Created- All the records for which Checkout Request is created and Activated.

7. Checkout Completed- All the records for which Stock Checkout is complete will get displayed

8. Process Complete- All records for which Bulk Meter Replacement process is complete shall get displayed.


Status of The Process

Whenever you try to search using the Status of the Process, make sure you have cleared all other search criterion except Department . If not, done you will be notified to so.


Status of The Process Search

Once you have selected the accounts for creation of SRs, you can search using the Status “CCB SR creation Pending” to Check the accounts for which the SR will be created.

The result below shows all records which are pending for SR creation



• All the Accounts for which SR creation is pending can be searched using the status “CCB SR creation pending. These SRs will get created through a batch job and shall be available to the users on the next working day.



After SR creation is processed. The User can search using the Status “CCB SR Created”. This will display those accounts for which SRs are created in the system


Field Survey Report

Select the records for which you want to generate the field report. Click on Field Survey Report

This report will be used for the purpose of keeping a record of all the old meter components being removed from the Field. Please move to the Next Slide to view the report


Field Survey Report

Double Click on the Below Report to View. There are 5 records present in the report as selected in the previous slide


Creation Of Work OrderThings to be Considered before creation of the Work Order

• Following attributes are mandatory before creation of the WO• Serial no• Old Stock Code• New Stock Code

• If the Serial no or Old Stock Code is not Present, the user may enter the same and click on save. Both the values will get updated at the component level as well. ( This needs to be used when the Serial/Stock code is not present against the component)

• Navigate to Resource->Component Id and Search using the Component id to arrive at the type of meter and consequently the Stock code for the Old Meter

• Select the records for which you want to create the Work Order using the check box. Once done, click on the Button “Create Work Order”


Creation Of Work OrderThings to be Considered before creation of the Work Order

Select the records by clicking on the checkbox below. Once done click on the “Create Work Order” as pointed out by the arrow


Creation Of Work Order

Success message gets displayed once the WO is Created

The Message Indicates that the Work Order is created.



2. Once all the records are Cleared. Search for the records for which WO has been created using Status of process field set to “Pending Estimation”

1. Once the WO creation is complete, click on the Clear Button to Clear all the records.

As you can see there are 2 Work orders which got created. 1.M-release(1300303) for returning the Old Meter.2.Capital(1300302) For issue of the New Meter.

There are a few other Work Orders visible which would have been created for a separate set of Account ids.



Alternately you can also search for the records using the Work order Search.

1.Click on the WO Search field.

2. List of Work orders will get displayed.

3. Search for the Work Order using the Find Block.

4. All the records for the WO will get displayed



In the below example, we have selected WO- 1300352 for which all the records are getting displayed.


Work Order Search

• Copy the Work Order no from the Bulk Meter Replacement Form.

• Navigate to Maintenance -> Work Order and search using the Work Order number.

• The Work Order shall get displayed. Enter all the mandatory details as shown in the following slide.


Work Order Approval- R&M Works

Follow the Standard Process of Work Order Approval

Enter mandatory fields like Class, Category, Account, Execution method and Project Budget highlighted within boxes


Work Order Approval- All Details Filled

Make Sure you have selected the appropriate values. The Project will keep varying based on the Financial year. For e.g. FY- 2013-14 shall have 14-74.100 as the budget head for R&M works.

Execution Method will be Departmental.


Work Order- Task Details

1. Enter Category and Sub Category as mentioned and Save.

2. Click OK on the Error Message.


Work Order Task

Enter Change request required as ‘Y’ and click Save


Work Order Task- Item Worksheet

You can validate New Stock Items Details in the Items Worksheet from the Bulk Meter Replacement Form. You can see that there are 3 single phase meters and 1 three phase meter.

You Can validate the quantity of the stock code from the main form. We can see here that the Stock Code 357003 is used for 3 Accounts and 357205 for 1.


Work Order Task-Precedence View

Navigate of WO->Task->Precedence. Double Click on the Associated WO as below.

Double Click on the Associated WO. This is the Mrelease WO.


Work Order M-Release Enter Details

Enter the mandatory records like Class, Category, Account, Execution method as highlighted within the boxes


Work Order M-Release Task details

Make sure you enter category and sub category as mentioned below. Also enter the asset id of any one of the meter assets belonging to one of the selected accounts


Work Order Approval

You can validate the Old Stock Item Details in the Items Worksheet from the Bulk Meter Replacement Form. You can see that there are 3 single phase Electro Mechanical meters and 1 three phase Electro mechanical meters to be returned.

You Can validate the quantity of the stock code from the main form. We can see here that the Stock Code 357001 is used for 3 Accounts and 357021 for 1


Work Order Approval

• Follow the Standard Work Order Approval process

• Since this is a case of Association of Work Orders i.e. R&M and M-Release, the approval will be done by EE at division. Consecutively the Activation will also be done by EE.

• Once the Activation is complete, create checkout request. Create separate checkout Requests for each Mrelease and R&M work order created above.

• Get the AEE sanction and Activate the checkout Request through AEE(O) at division

• Come back to the Bulk Meter Replacement form and Search using the Status of the Process as “Indent Created”


Indent Creation

Once the Checkout Requests are Created and Activated come back to the main form. To view all the WOs for which checkout requests are initiated, search using the Status of Process “Indent Created”


Navigation to Stock Checkout Form

Select any one of the records using the check box and click on Stock Checkout button highlighted within the box


Navigation to Stock Checkout Form- Alternate Approach

2. Select any one of the records using the check box and click on Stock Checkout button highlighted within the box

1. Before you perform the Stock Checkout. Search using the WO Search using the WO no as shown below. Records against the WO will get displayed.


Stock Checkout Form

Once you click on Stock Checkout Button you will be navigated to the Stock checkout Form. The issue and return indent numbers get populated in the below form. Click on Populate Values


Stock Checkout- Form

Once you click on “Populate Values” all the Stock codes get listed in Return and Issue Block as seen below.

These checkboxes are for the purpose of validating if the meter components removed have been received.

Click on Verify Item Received to acknowledge that the old meter has been received in stores


Stock Checkout- Process

The Checks suggest that the meter components have been removed from the field. Click on Save after you select all the checkboxes

As you move the Cursor to New Component Id Field, an LOV will appear with the Components corresponding to the New Stock



To enable Stock Checkout of the Component. You must first upload the components using the Bulk Component Upload Process.

Click on the New Component Id Field, an LOV will appear with the Components corresponding to the New Stock. Select the Meter Component which have been issued.



Submit the Stock Checkout Form after Saving all the records

All the Old Components are verified and New Component are selected for Checkout. Click on Save. Once all the Details are Saved, Click On SUBMIT


Status of the Process

Once the Stock Checkout is complete, come back to the Bulk Meter Replacement Form and Search Using the Status of the Process as “Checkout Completed”. Below mentioned records get displayed


Meter –Account ID Association

Association of the checked out components shall be done at the Bulk Meter Replacement Form

Click on New Component Id Field. An LOV will be displayed as shown, select the new components installed at the Customer Premise. Click on Save

You can see that there are 3 components getting displayed against the Stock Code 357003. As you select and Save, the number of the components will keep reducing.

Select the appropriate component against the Accounts and Click on Save



As you select and Save the number of the components will keep reducing. In the previous Slide there were 3 components. Now there are 2 as one of them has been selected.

Select the appropriate component against the Accounts.

Follow the steps for other Account Ids



Once all the component Ids Are mapped to the respective Accounts, update the Meter reads based on the Meter type.


Update Records- Meter Reads

In case the meter is of type ETV ,enter KVH readings for both old as well as New Meter highlighted in Black Box. Make sure the readings entered are correct. Click On SAVE

For Meter types which are non ETV, enter KWH readings for both old as well as New Meter highlighted in Red Box. Also Enter NA for KVH Values highlighted in Black Box Click on SAVE

Select the appropriate date of Installation, from the Calendar.


Update Records

Enter MT-Inspection as Yes or NO. If Its NO, then select Na In MT agree column. If Yes, then AEE MT should be asked to provide MT agree.


Update Records

Once all the records are updated, verify data. Select the Account id using the checkbox on the left hand side and Click on Submit Button to Submit the records for processing in CCB. The Meter components, and Reads will get updated post submission of the records.


Update Records

Once the User clicks on Submit, message will be displayed “Records Submitted Successfully”


Records Submitted for CompletionOn the Left hand side corner, you can see the message being displayed – “”Flat file Submitted” this means the records will now be processed in CCB


Process Completed- Search

Come to the main Form. And Search using the Process Status “Process Completed”. All the Accounts for which the records were submitted will get displayed.

You can also use the WO search as pointed out by the arrow to see the records processed against the WO you had created


Process Completed


Process Complete in CCB

• Meter Update Batch is auto scheduled every midnight.

• Once the batch is executed, Meters for all the account ids selected shall get Replaced in CCB

The contents of this document are proprietary and confidential to Infosys Consulting India Limited and may not be disclosed in whole or in part at any time, to any third party without the prior written consent of Infosys Consulting India Limited

© 2011 Infosys Consulting India Limited. All rights reserved. Copyright in the whole and any part of this document belongs to Infosys Consulting India Limited. This work may not be used, sold, transferred, adapted, abridged, copied or reproduced in whole or in part, in any manner or form, or in any media, without the prior written consent of Infosys Consulting India Limited

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Bulk Meter Replacement Work and Asset management August, 2013 CONFIDENTIAL Copyright © 2011 by Infosys Consulting India Limited