SAP IS-Utilities – Brazilian Localization (phase 1)

The IS-Utilities Brazilian Localization was developed focusing on legal requirements and changes. In 2020, an entire technical team have been allocated by SAP to work on this product, focusing not only to the legal changes, but also enhancing features from SAP S/4HANA Utilities core solution to attend the Brazilian market.

In the following blogpost, you will be able to understand all the developments done for the Phase 1, already delivered on SAP S/4HANA OP2021 SP0:

Billing Simulator

Regulatory entities, taxes, and audit agencies or even the utilities companies can request recalculations to determine differences to be charged or credited to customer or tax entities. Billing Simulator functionality can be used to bill or tax the utility-customer with different master data, retrieving differences in the item level of print documents. To do so, the functionality performs recalculations, also involving mass simulations.

The standard SAP for Utilities core provides a simulation workbench, but this functionality only works at the billing master data and billing lines level. Brazilian customers opt to compare invoice lines, which is a feature that the standard does not cover.

To determine differences, it is possible to apply different simulation scenarios for a given billing period, already billed. For example, the customer can post these differences in future regulated invoices in supply, demand, and tax values. It also helps the energy utility customer to comply with Official Letter No. 258-2011-SRC-ANEEL and the requirements of Article 221 of REN. 414/2010.

Devices Sequence

Sequencing changes occur during the SAP for Utilities core processes by removing devices from the desired order, in a meter reading unit. This functionality allows customers to create and apply algorithms to identify non-sequenced devices and reorder them into the sequence.

The development is based on configurations done in SPRO transaction together with new apps to perform the reordering both manually and via the mentioned algorithms. Also, there is a map integration, to help the meter reader understand where the devices are located.

Loss Management

This functionality allows the legal addressing, when dealing with reading differences, caused both by fraud and defects. Considering information retrieved by the inspections, it is possible to indicate the period that fraud/defect has happened. After that, calculations for the consumption differences can be done with this indicator, based on regulated difference calculations.

IS-Utilities Brazilian Localization team also delivered, in the same cockpit, the possibility to simulate billing and invoice documents to help the data comparative under different calculation versions, generation of the official documents and their reversals.

This development happened in two phases, the first one delivered in this release SAP S/4HANA OP2021 SP0, and the second release to be delivered, including the feasibility to equipment’s change and multiple registers.

Meter Reading Tracking (Download & Upload)

Occasionally, orders are not delivered to the target system, and it is not possible for the customer to determine the root cause. This can occur in the standard selection, or in the interface with the external system. This can also occur because of data loss during communication, and so on.

The IS-Utilities Brazilian Localization team has developed a structure to track the download and upload requests, so that the information returns with date and time.

This was developed because once the meter reading is performed, the status of meter reading order created is set to 0 in the meter reading document table. When the customer executes the download via standard transactions for order output or from the order itself, there is no counter that allows the customer to know the number of orders selected and delivered to the external system. The status for that meter reading document remains as zero, because internally, the system uses dynamic criteria to determine it.

Micro & Mini Generation

The first version of brazilian micro generation solution was released in 2014 and has since been modified due to revisions in legislation. The solution focuses on billing and processing energy data generated by consumers.

After 2020, for SAP S/4HANA, some new improvements were delivered to this process:

  • Inclusion of end date in the credit validity customization table.
  • New customization for choosing the release of credits – only after the creation of the generator calculation document and/or validation of the generator calculation anomaly.

New cockpit developed with the information on master data of active, generated and cleared contracts and credits

Subsequent Actions

Subsequent actions for meter reading delivers customizing options that enhance the tables for independent validations and notes for meter reader. It enables multiple follow-ups customizing actions either for meter reader note or independent validation.

By default, actions that are delivered to allow automatic triggers that enable:

  • Meter reading blocks without resetting the meter reading value.
  • Print messages in the invoice.
  • Multiple subsequent actions per meter reader note and/or per independent validations.
  • Setup of a new attribute to determine the “fault”, should meter reading not be collected by the utility company, as per regulation requirement.

All of these, validating if a subsequent action could be performed and reprocessed, considering cases when the meter reading is associated to an invoice generated in the field (on-site billing).

Third-Party Services

Third-party companies send a file to the utility company with a list of the customers, amount, and due date to be billed. This functionality allows customers to schedule background jobs to run a process for each third party.

The utility company enters the information in its account receivables and then invoices the amount in the next billing cycle. Document status is sent back to the third-party company (waiting, invoiced, not invoiced, paid, and so on).

Once the customer pays the invoice (or in some cases even if unpaid), the utility company proceeds to the revenue distribution process and creates a payment document for the third-party company.

The porpuse of this blogpost was to inform the developments done so far by the IS-Utilities Brazilian Localization team. These seven functionalities have already been delivered on SAP S/4HANA OP2021 SP0 and are available for usage under SAP S/4HANA Utilities core by turning on the switch for IS-Utilities Brazilian Localization.

More news will be delivered in the next phases of our developments, based on that I encourage you to follow me and the tag for IS-Utilities Brazilian Localization to avoid losing any other important information about IS-Utilities Brazilian Localization team.

In the case you have any questions, or in need of more information, please do not hesitate to leave your comment.