Utility Contract Processing in the Portal (Sing.Contr. Mod.) 

Purpose

With this business process you can use the People-Centric UI (Key Account Manager Portal) to enter contract data directly in SAP CRM, if the utility company uses the single contract model. The basis for the utility contract is the utility quotation that was created in advance via the Key Account Manager Portal in SAP CRM (see Utility Quotation Processing in People-Centric UI (Single Contract Model)), and whose data can be transferred automatically.

Prerequisites

You have held successful contract negotiations, after which the customer has accepted the utility quotation.

Process Flow

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       1.      Create a utility contract based on the existing quotation
You use the Key Account Manager Portal in SAP CRM to create the utility contract, based on the existing utility quotation.

       2.      Change utility contract conditions
You enter or change some contract conditions, such as the runtime of the contract or agreed service).

       3.      Save utility contract (supply)
You save the utility contract.

       4.      System calls the master data generator
When you save the utility contract in SAP CRM, the master data generator is called in SAP IS-U (SAP R/3 Enterprise). This automatically creates master data, such as business partner and contract.

       5.      System creates or changes prices
In SAP IS-U, the prices belonging to the affected utility contract are created or changed.

       6.      System creates or changes installation
In SAP IS-U, the installation belonging to the affected contract is created or changed.

       7.      System connects synthetic load profiles with installation
In SAP IS-U, the synthetic load profiles are connected with the installation.

       8.      System connects price data with operands
In SAP IS-U, the price data is connected to the corresponding operands.

       9.      System creates move-in
In SAP IS-U, a move-in is automatically executed, which links the utility contract with the installation.

   10.      System creates utility contract (supply)
The move-in is used to create a utility contract.

   11.      System updates utility contract status
The utility contract status is updated in SAP CRM.

   12.      Send contract confirmation to customer
You send a contract confirmation (welcome letter) from SAP CRM to the customer.

   13.      Monitor status of utility contract
You use the Key Account Manager Portal to monitor the status of the utility contract.

Result

The utility contract is created in SAP CRM. The whole business and technical data model is created in SAP IS-U. In addition, an outline contract (optional) from the quotation processing, and contract-specific prices exist in SAP IS-U. The data construct generated in this manner is, therefore, complete and billable.