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SAP AG Page 1 of 72 Cookbook: Energy Data Management (IS-U-EDM) Basic Customizing Settings Release 4.62 Change intervals

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Page 1: Edm Cookbook Basic Customizing Settings)

SAP AG

Page 1 of 68

Cookbook:

Energy Data Management

(IS-U-EDM)

Basic Customizing

Settings

Release 4.62

Page 2: Edm Cookbook Basic Customizing Settings)

Energy Data Management (IS-U-EDM) SAP AG

Copyright

Copyright

Copyright 2000 SAP AG. All rights reserved.

No part of this brochure may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.

The information contained herein may be changed without prior notice.

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SAP AG

ContentsContents............................................................................................................3List of Diagrams.................................................................................................4

Introduction...........................................................................................................5

Basic Customizing Settings................................................................................1Profile Categories..............................................................................................2

Elementary Profiles...............................................................................................................2Synthetic Profile....................................................................................................................2Integral Profile......................................................................................................................2Day Profile............................................................................................................................2Formula Profile.....................................................................................................................2

Profile Types......................................................................................................3Delete Entries..........................................................................................................................4Define Profile Types...............................................................................................................4

Interval Lengths.................................................................................................8Define Interval Lengths.........................................................................................................10

Permissibility of Interval Lengths per Profile Type...........................................14Define Permissibility of Interval Lengths per Profile Type..................................................15

Season Groups................................................................................................18Season Types..................................................................................................19

Define Season Types.............................................................................................................23Season Groups.......................................................................................................................25Define Season Groups...........................................................................................................29

Day Groups......................................................................................................31Day Types.............................................................................................................................32Define Day Types..................................................................................................................34Day Groups...........................................................................................................................37Define Day Groups................................................................................................................41

Time-Of-Use (TOU) Groups............................................................................43TOU Types............................................................................................................................44Define TOU Types................................................................................................................48Time-Of-Use (TOU) Groups.................................................................................................50Define TOU Groups..............................................................................................................54

Number Ranges for Source Systems..............................................................55Define Number Ranges for Source Systems.........................................................................56Change Number Range Status...............................................................................................59

Change documents for Profile Status..............................................................60Activate Change Documents for Profile Status.....................................................................60Display Change Documents for Profile Status......................................................................62

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SAP AG

List of Diagrams

FIGURE 1: BASIC CUSTOMIZING SETTINGS................................................................................................................1FIGURE 2: PROFILE TYPES.........................................................................................................................................3FIGURE 3: DEFINE PROFILE TYPES............................................................................................................................5FIGURE 4: DEFINE NEW PROFILE TYPES...................................................................................................................6FIGURE 5: INTERVAL LENGTHS.................................................................................................................................8FIGURE 6: DEFINE INTERVAL LENGTHS..................................................................................................................11FIGURE 7: DEFINE INTERVAL LENGTHS..................................................................................................................12FIGURE 8: PERMISSIBILITY OF INTERVAL LENGTH PER PROFILE TYPE...................................................................14FIGURE 9: DEFINE PERMISSIBILITY OF INTERVAL LENGTH PER PROFILE TYPE......................................................16FIGURE 10: DEFINE PERMISSIBILITY OF INTERVAL LENGTH PER ADDITIONAL PROFILE TYPE..............................17FIGURE 11: SEASON TYPES.....................................................................................................................................19FIGURE 12: SEASON TYPES.....................................................................................................................................20FIGURE 13: DEFINE SEASON TYPE..........................................................................................................................21FIGURE 14: DEFINE NEW SEASON TYPES................................................................................................................23FIGURE 15: SEASON GROUPS..................................................................................................................................25FIGURE 16: SEASON GROUPS..................................................................................................................................26FIGURE 17: DEFINE SEASON GROUP.......................................................................................................................27FIGURE 18: DEFINE NEW SEASON GROUPS.............................................................................................................29FIGURE 19: DAY TYPES...........................................................................................................................................32FIGURE 20: DEFINE NEW DAY TYPES.....................................................................................................................34FIGURE 21: DAY GROUPS........................................................................................................................................37FIGURE 22: DAY GROUPS........................................................................................................................................38FIGURE 23: DEFINE SEASON GROUP.......................................................................................................................39FIGURE 24: DEFINE NEW DAY GROUPS..................................................................................................................41FIGURE 25: TOU TYPES..........................................................................................................................................44FIGURE 26: TOU TYPES..........................................................................................................................................45FIGURE 27: DEFINE TOU TYPE...............................................................................................................................46FIGURE 28: DEFINE NEW TOU TYPES....................................................................................................................48FIGURE 29: TOU GROUPS.......................................................................................................................................50FIGURE 30: TOU GROUPS.......................................................................................................................................51FIGURE 31: DEFINE TOU GROUP............................................................................................................................52FIGURE 32: DEFINE NEW TOU GROUPS.................................................................................................................54FIGURE 33: NUMBER RANGES FOR SOURCE SYSTEMS............................................................................................56FIGURE 34: DEFINE NUMBER RANGE......................................................................................................................58FIGURE 35: INSERT NUMBER RANGE INTERVAL.....................................................................................................59FIGURE 36: ACTIVATE CHANGE DOCUMENTS FOR PROFILE STATUS......................................................................61FIGURE 37: DISPLAY PROFILE HEADER STATUS INFORMATION............................................................................62FIGURE 38: DISPLAY CHANGE DOCUMENTS FOR STATUS......................................................................................63

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Introduction

This document describes basic customizing settings for the Energy Data Management (IS-U-EDM) component.

For more information, see the documentation for the individual sections of the implementation guide or the SAP Library documentation, which you can find under Help SAP Library.

For more information on IS-U-EDM Customizing settings, see the other cookbooks available for IS-U-EDM Release 4.62.

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Basic Customizing Settings

Basic customizing settings for IS-U-EDM can be found in Customizing for SAP Utilities under Energy Data Management Basic Settings.

Figure 1: Basic Customizing Settings

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Profile Categories

SAP provides the following 5 predefined profile categories: Elementary profile Synthetic profile Integral profile Day profile Formula profile

Elementary Profiles

Profile containing values entered manually or imported.

Synthetic Profile

Profile containing values generated on the basis of predefined periods (day and season groups) and corresponding day and annual profiles.

Synthetic profiles are used when no interval readings are available. They are used for classifying the consumption patterns of groups of customers. Customers with similar consumption patterns are grouped and assigned to the same synthetic profile.

You use a usage factor to determine customer-specific consumption from a synthetic profile.

You also use dynamic modification factors to change a customer’s synthetic profile values to avoid significant fluctuations in consumption as a result of seasonal changes. This ensures that a customer’s typical profile is retained. You can import dynamic modification factors from other systems or calculate them yourself.

Integral Profile

Used by SAP only.

Day Profile

Profile containing values measured at identical intervals and that describes one day. Day profiles are allocated to synthetic profiles and reproduce the consumption of one day, such as a weekend day in summer or a weekday in winter.

Formula Profile

Profile containing values calculated using a predefined formula. You can use a formula profile to calculate the energy-feeding curve of the grid, for example.

You define the profile types you use in Customizing and allocate them to profile categories predefined by SAP.

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Profile Types

Profile types can be found in Customizing for SAP Utilities under Energy Data Management Basic Settings Profile Type Define Profile Types.

Figure 2: Profile Types

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The parameters are as follows: P.. (Profile type)

Profile type ID Profile type (description of profile type)

30-character text for profile type description P..(Profile category)

Profile category ID to which profile type is allocated. History (history of profile)

Settings for the profile history (historic profile, forecast profile, or load schedule) do not play a functional role.

The table is read as follows: Profile 1 (historic profile) is allocated to profile category 1 (elementary

profile). Profile type 1 classifies profiles as elementary, historic profiles. Profile type 2 (forecast profile) classifies profiles as elementary forecast

profiles. Etc.

You choose a profile type in a later step when you create a profile header. You can select from the profile types defined in Customizing.

Delete Entries

To delete profile types, select the relevant line and choose (Delete).

Proceed in this way for all other Customizing settings predefined by SAP.

Define Profile Types

Note

You can only create new objects in the customer namespace.

This applies to all new objects that you create.

To define additional profile types, proceed as follows:1. Go to Customizing for SAP Utilities and choose Energy Data Management

Basic Settings Profile Type Define Profile Types.

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The following screen appears:

Figure 3: Define Profile Types

2. Choose New entries.

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The following screen appears:

Figure 4: Define New Profile Types

3. Enter the profile type ID in the Prof. type field.4. Enter a description for the profile type in the Prof. type field.5. Enter one of the predefined profile categories in the Prof. cat. field.6. Select one of the predefined entries for the History field.

Settings for the profile history (historic profile, forecast profile, or load schedule) do not play a functional role here.

7. Save your data.

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You choose a profile type in a later step when you create a profile header. You can select from the profile types defined in Customizing.

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Interval Lengths

Interval lengths of 15, 30 and 60 minutes have been predefined by SAP.

To define interval lengths, go to Customizing for SAP Utilities and choose Tools System Modifications User-Defined Enhancements for Energy Data Management Interval Lengths Define Interval Lengths.

Figure 5: Interval Lengths

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The parameters are as follows: Int. length (interval length ID)

4-character interval-length ID Descript. (description of interval length)

Text for interval length Int. length (interval length)

Number of time units in an interval (such as 15) IL category (interval length category)

Time unit of interval (such as minutes or days) EI (equal intervals)

If you select this field, then any two periods are separated by the same interval.

FM select. (function module for selecting profile values) Update (function module for updating profile values) Upd. Prep. (function module for preparing profile values for update)

You choose an interval length in a later step when you create a profile header. You can select from the interval lengths defined in Customizing.

The next release will contain 5- and 10-minute interval lengths in addition to the current lengths of 15, 30 and 60 minutes.

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Define Interval Lengths

Caution

You should consult with SAP before performing this IMG activity. Defining new interval lengths can have negative effects on system performance.

If you still wish to define additional interval lengths, proceed as follows:

1. Define a function module for selecting profile values.

You can use function module ISU_PROFILE_GET_EPROFVAL15 as a template.2. Define a function module for updating profile values.

You can use function module ISU_PROFILE_PUT_EPROFVAL15 as a template.

3. Define a function module for preparing profile values for updates.

You can use function module ISU_PROFILE_VAL_UPD_PREP_0015 as a template.

Note

You can only create new objects in the customer namespace.

4. To define interval lengths, go to Customizing for SAP Utilities and choose Tools System Modifications User-Defined Enhancements for Energy Data Management Interval Lengths Define Interval Lengths.

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The following screen appears:

Figure 6: Define Interval Lengths

5. Choose New entries.

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The following screen appears:

Figure 7: Define Interval Lengths

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6. Enter the interval length ID in the Interval length field.7. Enter a description for the interval length in the Int. lgth desc. field.8. Enter a number in the Interval length field.9. Choose a predefined interval length category in the Int. lgth cat. field.10. If you want to specify that any two profile values are separated by equal

intervals, select the Equal intervals field. In the fields FM for select., update module, and Upd. prep. mod., select the function modules you defined in steps 1 to 3

12. Save your data.

You choose an interval length in a later step when you create a profile header. You can select from the interval lengths defined in Customizing.

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Permissibility of Interval Lengths per Profile Type

You have to define permissible interval lengths for each profile type.

Profile types predefined by SAP also have predefined interval lengths.

Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings Profile Type Define Permissibility of Interval Length per Profile Type.

The following screen appears:

Figure 8: Permissibility of Interval Length per Profile Type

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The parameters are as follows: P.. (profile type)

Profile type ID Int... (interval length ID)

The table is read as follows: Interval lengths of 15 and 30 minutes are permissible for profile type 1

(historical profile). Profiles of type 1 can record values in increments of 15 and 30 minutes.

Interval lengths of 15 and 30 minutes are permissible for profile type 2 (forecast profile). Profiles of type 2 can record values in increments of 15 and 30 minutes.

Etc.

Define Permissibility of Interval Lengths per Profile Type

You must also define the permissibility of interval lengths for any additional profile types you have defined. Proceed as follows:

1. Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings Profile Type Define Permissibility of Interval Length per Profile Type.

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The following screen appears:

Figure 9: Define Permissibility of Interval Length per Profile Type

2. Choose New entries.

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The following screen appears:

Figure 10: Define Permissibility of Interval Length per Additional Profile Type

3. Enter the profile type ID in the P.. (profile type) field.4. Enter an interval length ID for the profile type in the Int.l... field.5. Save your data.

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Season Groups

Season groups divide the year into several season types. For example, you can define the season group SOWI to divide the year into the season types summer and winter.

You define season types and then group them into season groups.

You must establish settings for season groups before you can define synthetic profiles. These settings are required in the RTP interface, where they define the structure of RTP components.

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Season Types

SAP has already defined several season types.

Season types can be found in Customizing for SAP Utilities under Energy Data Management Basic Settings Season Group Define Season Types.

Figure 11: Season Types

The parameters are as follows: Seas. type

Season type ID Descript.

Description of season type

To determine how season types have been defined, select a line and choose Definition.

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Figure 12: Season Types

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Click here to select this line.

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The following screen appears:

Figure 13: Define Season Type

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The parameters are as follows: C... (Consecutive number of season period) Start... (Start of season period)

Season type Summer describes the period from 04/01 to 09/30. End (end of season period)

Season type Summer describes the period from 04/01 to 09/30 (meaning that the end of the summer season period is 09/30.

You cannot define a season period that reaches into the next year. If you want to do this, you have to create two season periods. In this case, you would create one period (with consecutive number 1) up to 12/31, and another (with consecutive number 2) starting on 01/01. (See the definition of season type Winter).

The season periods allocated to the season types in a season block must cover one year and may not overlap.

The table is read as follows:

The season period from 04/01 to 09/30 is allocated to season type 0001 (summer).

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Define Season Types

To define additional season types, proceed as follows:

1. Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings Season Group Define Season Types.

The following screen appears:

Figure 14: Define New Season Types

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2. Choose New entries.

3. Enter the season ID in the Season type field.4. Enter a description for the season type in the Seas. type field.5. Save your data and choose Back.6. Choose the season type you just defined and choose Definition. 7. Enter a consecutive number in the C... field.8. Enter a from-date in the Start field.9. Enter a to-date in the End field.10. Save your data.

Note

You cannot define a season period that reaches into the next year. If you want to do this, you have to create two season periods. In this case, you would create one period (with consecutive number 1) up to 12/31, and another (with consecutive number 2) starting on 01/01. (See the definition of season type Winter).

The season periods allocated to the season types in a season block must cover one year (01/01 to 12/31) and may not overlap.

In the next step, different season types are grouped into season groups.

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Season Groups

SAP has already predefined several season groups.

Season groups can be found in Customizing for SAP Utilities under Energy Data Management Basic Settings Season Group Define Season Groups.

Figure 15: Season Groups

The parameters are as follows: Season grp

Season group ID

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Descript.

Description of season group

To determine how season groups have been defined, select a line and choose Definition.

Figure 16: Season Groups

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The following screen appears:

Figure 17: Define Season Group

The parameters are as follows: C... (consecutive number) Season type

Season type ID to which season group is allocated.

The table is read as follows:

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Season group 0001 (year divided into winter and summer) contains season types 0001 (summer) and 0002 (winter).

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Define Season Groups

To define additional season groups, proceed as follows:

1. Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings Season Group Define Season Groups.

The following screen appears:

Figure 18: Define New Season Groups

2. Choose New entries.

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3. Enter the season group ID in the Season grp field.4. Enter a description for the season group in the Descript. field.5. Save your data and choose Back.6. Choose the season group you just defined and choose Definition. 7. Enter a consecutive number in the C... field.8. Enter a season type ID for the season group in the Season grp field.9. Save your data.

Note

The season periods allocated to the season types in a season block must cover one year (01/01 to 12/31) and may not overlap.

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Day Groups

A day group contains different day types. For example, you can define a group of days called Standard Week that contains the day types Weekday and Weekend Day.

You define day and then group them into day groups.

You must establish these settings before you can define synthetic profiles. These settings are also required in the RTP interface where they define the structure of RTP components.

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Day Types

SAP has already predefined the several day types.

Day types can be found in Customizing for SAP Utilities under Energy Data Management Basic Settings Day Group Define Day Types.

Figure 19: Day Types

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The parameters are as follows: Day type

Day type ID Day type

Description of day type F... (factory calendar)

ID of the factor calendar that you defined under General Settings Maintain calendar.

WD (workday)

If you select this field, the workdays defined in the factory calendar are allocated to this day type.

PH (public holiday)

If you select this field, the public holidays defined in the factory calendar are allocated to this day type.

The table is read as follows: Day type 0001 (weekday) corresponds to the workdays of factory calendar

01. Day type 0002 (weekend day including public holiday) corresponds to the

public holidays of factory calendar 01. Day type 0003 (all weekdays) corresponds to both the workdays and the

public holidays of factory calendar 01.

Caution

If you define several day types and assign them to different factory calendars, the factor calendars must all be assigned to the same public holiday calendar.

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Define Day Types

To define additional day types, proceed as follows:

1. Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings Day Group Define Day Types.

The following screen appears:

Figure 20: Define New Day Types

2. Choose New entries.3. Enter the day type ID in the Day type field.

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4. Enter a description for the interval length in the Descript. field.5. In the F... field (factor calendar ID), enter the ID of the factor calendar to

which the day type is to be assigned.6. Select the WD (workday) field if you want the day type to correspond to the

workdays of the factor calendar.

Select the PH (public holiday) field if you want the day type to correspond to the public holidays of the factor calendar.

Select both fields if you want the day type to correspond to both the workdays and the public holidays of the factor calendar.

7. Save your data.

Note

When you group day types into day groups you must ensure that each day is allocated to one day type.

In the next step, different day types are grouped into day groups.

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Day Groups

SAP has already predefined several day groups.

Day groups can be found in Customizing for SAP Utilities under Energy Data Management Basic Settings Day Group Define Day Groups.

Figure 21: Day Groups

The parameters are as follows: Day group

Day group ID Day group

Description of day group

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To determine how day types have been defined, select a line and choose Definition.

Figure 22: Day Groups

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Click here to select this line

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The following screen appears:

Figure 23: Define Season Group

The parameters are as follows: C...(consecutive number) Day type

Day type ID to which day group is allocated.

The table is read as follows:

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Day group 0001 (weekdays and weekend days) contains day types 0001 (weekday) and 0002 (weekend day including public holiday).

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Define Day Groups

To define additional day groups, proceed as follows:

1. Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings Day Group Define Day Groups.

The following screen appears:

Figure 24: Define New Day Groups

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2. Choose New entries.

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3. Enter the day group ID in the Day group field.4. Enter a description for the day group in the second Day group field.5. Save your data and choose Back.6. Choose the day group you just defined and choose Definition. 7. Enter a consecutive number in the C... field.8. Enter a day type ID for the day group in the Day type field.9. Save your data.

Note

When you group day types into day groups you must ensure that each day is allocated to one day type.

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Time-Of-Use (TOU) Groups

A time-of-use (TOU) group contains different TOU types. For example, you can define a TOU group for on-/off-peak that contains the TOU types on-peak and off-peak.

You define TOU types and then group them into TOU groups.

These settings are also required in the RTP interface where they define the structure of RTP components.

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TOU Types

SAP has already predefined several TOU types.

TOU types can be found in Customizing for SAP Utilities under Energy Data Management Basic Settings Time-Of-Use Group Define Time-Of-Use Types.

Figure 25: TOU Types

The parameters are as follows: TOU type

TOU type ID Descript.

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Description of the TOU type.

To determine how TOU types have been defined, select a line and choose Definition.

Figure 26: TOU Types

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The following screen appears:

Figure 27: Define TOU Type

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The parameters are as follows: C... (Consecutive number of TOU period) Start (start of TOU period)

TOU type 0001 (on-peak period) describes the period between 08:00:00 and 17:59:59, meaning that the on-peak period begins at 08:00:00 hours.

End (end of TOU period)

TOU type 0001 (on-peak period) describes the period between 08:00:00 and 17:59:59 hours, meaning that the on-peak period ends at 17:59:59 hours.

Note

You cannot define a TOU period over one day. If you want to do this, you have to create two TOU periods. In this case, you would create one period (with consecutive number 1) up to 12/31, and another (with consecutive number 2) starting on 01/01.

The TOU periods allocated to the TOU types in a TOU group must cover one day (from 00:00:00 to 23:59:59 hours) and may not overlap.

The table is read as follows:

The TOU period from 08:00:00 to 17:59:59 hours is allocated to TOU type 0001 (on-peak period).

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Define TOU Types

To define additional TOU types, proceed as follows:

1. Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings TOU Group Define TOU Types.

The following screen appears:

Figure 28: Define New TOU Types

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2. Choose New entries.3. Enter a TOU type ID in the TOU type field.4. Enter a description for the TOU type in the Descript. field.5. Save your data and choose Back.6. Choose the TOU type you just defined and choose Definition. 7. Enter a consecutive number in the C.. (consecutive number) field.8. Enter a to-date in the End field.9. Enter a to-date in the End field.10. Save your data.

Note

You cannot define a TOU period over one day. If you want to do this, you have to create two TOU periods. In this case, you create one period (with consecutive number 1) up to 12/31, and another (with consecutive number 2) starting on 01/01.

The TOU periods allocated to the TOU types in a TOU group must cover one day (from 00:00:00 to 23:59:59 hours) and may not overlap.

In the next step, different TOU types are grouped into TOU groups.

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Time-Of-Use (TOU) Groups

The following TOU groups are predefined by SAP:

TOU groups can be found in Customizing for SAP Utilities under Energy Data Management Basic Settings Time-Of-Use Group Define Time-Of-Use Groups.

Figure 29: TOU Groups

The parameters are as follows: TOU group

TOU group ID

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Descript.

Description of TOU group

To determine how day types have been defined, select a line and double-click Definition.

Figure 30: TOU Groups

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The following screen appears:

Figure 31: Define TOU Group

The parameters are as follows: C.. (consecutive number) TOU type

TOU type ID to which TOU group is allocated.

The table is read as follows:

TOU group 001 (on- and off-peak periods) contains TOU types 0001 (on-peak period) and 0002 (off-peak period).

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Define TOU Groups

To define additional TOU groups, proceed as follows:

1. Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings TOU Group Define TOU Groups.

The following screen appears:

Figure 32: Define New TOU Groups

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2. Choose New entries.3. Enter a TOU group ID in the TOU group field.4. Enter a description for the TOU group in the Descript. field.5. Save your data and choose Back.6. Choose the TOU group you just defined and double-click Definition. 7. Enter a consecutive number in the C... field.8. Enter a day TOU type ID for the TOU group in the TOU type field.9. Save your data.

Note

The TOU periods allocated to the TOU types in a TOU group must cover one day (from 00:00:00 to 23:59:59 hours) and may not overlap.

Number Ranges for Source Systems

Profiles imported from external systems must have number ranges for the source system. Source systems include automated meter reading systems from which load shapes are imported, for example.

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Define Number Ranges for Source Systems

To define number ranges, proceed as follows:

1. Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings Define Number Ranges for Source Systems.

The following screen appears:

Figure 33: Number Ranges for Source Systems

2. Choose Change intervals.

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The following screen appears:

Figure 34: Define Number Range

3. Choose Insert intervals.

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Insert interval

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The following screen appears:

Figure 35: Insert Number Range Interval

4. Enter your data in the appropriate fields.5. Choose Insert.6. To insert additional intervals, repeat steps 3 to 5.7. Save your data.

Change Number Range Status

If you want to change the number range status, proceed as follows:

1. Choose Change intervals.2. Enter a number in the Current number field that is larger than the current

number.3. Save your data.

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Insert

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Change documents for Profile Status

You can use change documents to track the status of profiles. For example you can determine when and by whom a certain profile was changed last.

Activate Change Documents for Profile Status

To activate change documents for profile statuses, proceed as follows:

1. Go to Customizing for SAP Utilities and choose Energy Data Management Basic Settings Activate Change Documents for Profile Status.

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The following screen appears:

Figure 36: Activate Change Documents for Profile Status

2. Select the Change documents field.3. Save your data.

Display Change Documents for Profile Status

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When you change or display a profile header, you can display change documents as follows:

Figure 37: Display Profile Header Status Information

1. Choose Information.

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The following screen appears:

Figure 38: Display Change Documents for Status

2. Under Status, position your cursor on the status line under System status.3. Choose Extras Change Documents For Status.

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