SAP Energy Portfolio Management
Important Information
Master Data Maintenance
Creating User Groups
SAP EPM Business Partner
Defining SAP EPM Data for a Business Partner
Deleting SAP EPM Data of a Business Partner
SAP EPM Counterparty
Defining SAP EPM Data for a Counterparty
Definition of Text IDs for Sending E-Mails
Assigning Products to a Counterparty
Deleting SAP EPM Data of a Counterparty
Procurement Agreement
Creating Procurement Agreements
Defining Booking Master Data
Portfolio Cockpit
Starting the Portfolio Cockpit
Creating Portfolios
Overall Portfolio
Procurement Portfolio
Sales Portfolio
Actual Data Portfolio
Sales & Distribution Portfolio
Creating Portfolio References
Portfolio Hierarchy
Example: Portfolio Hierarchy
Updating Portfolios
Plan Object
Creating Plan Objects with Plan Items
Generating Tranches from Plan Items
Generating Procurement Calendar Items from Tranches
Changing Plan Objects
Setting Plan Items to Obsolete
Price Request
Automatic Creation of Price Requests
Creating Price Requests Manually
Pricing Price Requests
Creating Deals and Procurement Calendar Items from Price Request
Price Request Monitor
Open Position and Procurement
Determination of Open Position
Position Determination Type
Aggregation of Deals
Evaluation of Open Position
Graphical Display of Open Positions
Management of Open Position
Split of Open Positions
Dynamic Handling of Positions
Creating Strategies
Activating Strategies
Procurement Calendar
Filling Open Positions
Deals
Deal Template
Deal Creation
Deal Export
Exporting Deals as XML Files
Sending Deals as E-Mails
Deal Confirmation
Pricing Deals
Monitors
Maintaining Classification Data for Procurement Deals
Deal Monitor
Show Procurement Deals
Option Monitor
Document Flow Monitor
Deal Reporting
Configuring Reports
Profile Generator
Supplier Invoice Verification
Key Figures and Limits
Key Figure Overview
Definition of Limits
Key Figure Calculation and Limit Checks
Limit Monitor
Settlement Area Management
Settlement Unit Hierarchy
Raw Data Aggregation
Deal Extraction
Deal Extract
Request of Deal Extract Data
Example: Deal Extract Statuses
Example: Deal Extract Delta
Deal Extract Monitor
Distribution of Quantities such as Costs
Distribution Process
Distribution Category
Distribution Job
Methods for Determining the Distribution Key
Integration with Customer Relationship Management
Sales Process Document
Execution of Sales Processes
Example: Generating a Price Request
Special Processes
Imports
Fact Sheet Generation
Processing Day Ahead Adjustments
Price Forward Curve (PFC)
Maintaining PFC Calculation Sets
Calculating Price Forward Curves (PFCs)
Triggering of PFC Calculations
Operations Information
Technical System Landscape
Monitoring
Logging and Tracing
Periodic Tasks
Load Balancing
Formula-Based Price Calculation for Utilities
Price Calculation Process
Basic Index
Calculated Index
Formulas
Quantity-based Pricing
Operations Information
Technical System Landscape
Monitoring
Logging and Tracing
Periodic Tasks