Correction of readings and Bill reversal /Correction

As per CC-19/2015 control and responsibilities for Correction of readings and Bill reversal/ correction

will be as below:

For load less than 20 KW Wrong readings (original Bill amount)

Case 1: Upto Rs. 25000/- entered in SAP by UDC authorized by RA/ARA/RS

Case 2: above Rs. 25000/- entered in SAP by RA authorized by AE/AEE

For load more than 20 KW

Case 3: Upto Rs. 1 lakh entered in SAP by UDC authorized by RA approved by AEE/CBC

Case 4: above Rs. 1 lakh entered in SAP by RA authorized by AE/AEE approved by XEN/CBC

Note: Bill amount to be checked while order creation will be total of all the bills to be reversed

Process to be followed for the same is as under:

Meter reading Correction. Step 1.

Login to CRM Web-UI link.

Identify Contract Account in the Identification screen.

Step 2. Click on Service request Bill correct from ‘Service Order creation’ work center.

Familiarizing the Service Request Screen.

Functionalities of Buttons provided in the above Meter particulars screen.

1. Get MR reading.

Displays Meter readings details of the entered invoice no.

2. Doc Reversal

Reversal of Invoice and Bill documents displayed in the meter particulars screen.

3. Reading Correction

Reversal of Invoice/Bill documents and Correction of Entered Metered reading against

the Meter reading document ID.

4. Reverse MRO.

Reversal of Meter reading orders.

Meter Particulars Screen fields:

1. Print document no.

Invoice no to be reversed.

2. No of Billing Document

Bill documents against the Invoice no. Manual entry not possible. System will automatically

populate the field.

3. Register No

Register no of corresponding meter reading.

4. Current MR reading

New meter reading to be entered.

5. Current MR Note

New meter note to be entered.

6. Scheduled MR date

Scheduled MR date of the reading.

Note :

1. Functionalities of Document reversal, Reading correction, MRO reversal only works after approval of the Corresponding order.

2. Prior to MRO Reversal, Document reversal has to be completed.

7. Meter Reading

Existing Meter reading against the invoice.

8. Meter note

Exiting meter status against the invoice.

9. Current Bill amount

Existing Invoiced amount

10. MR Correction Flag

Check box for Meter reading correction.

User has to check the field against corresponding reading for meter reading correction.

Current meter readings and Current meter note is mandatory in case flag is checked.

11. MRO Reversal Flag.

Check the MRO reversal flag against the corresponding reading if Meter reading order has to

be reversed. Only Checked Readings of this flag will be considered for MRO reversal.

Step 3.

Enter Invoice No in the Print document field.

Click on button ‘Get MR Reading’

Details Entered invoice will be displayed in the screen.

Step 4. Enter Order details.

Select ‘PM Activity config’.

1. With Reading correction.

2. W/O Reading Correction.

In case of Reading correctionchoose PM activity - ‘With Reading Correction’. Check box ‘MR

correction Flag’ will be enabled for this PM activity. Check Corresponding reading to be

corrected. Enter Meter reading to be corrected in ‘Current MR reading’ field and

corresponding Meter note in ‘Current MR Note’.

Note : Entry against ‘Current MR reading’ and ‘Current MR Note’ is mandatory in case ‘MR

Correction Flag’ is checked.

F4 help is provided for ‘Current MR note’.

Enter Meter readings and Meter note.

Click on SAVE button.

Once verified Change status to ‘Submitted for Approval’ (in case of review is not required for

the order) and enter Approver User ID in Employee Responsible field . Click on ‘SAVE’ button

to save the order.

Step 5. Login to Approver User ID.

Pending request will be displayed in the Home screen.

Step 6. Approve the request revert to the user ID. Change status to ‘Approval granted’ and

enter the User Id of next person responsible in Employee responsible ID.

Step 7. Completion Process.

Select the Service request.

On clicking on edit option Corresponding Business partner/CA will be identified in the

screen.

I. Document Reversal Process: Click ‘Doc Reversal’ Button. Upon successful execution

Information message will be displayed and Status will be changed to Documents

reversed.

II. Meter reading correction: Click on Reading Correction Button. Upon successful

execution Information message will be displayed and Status will be changed to

Meter reading Corrected.

III. Generation Of Bill /Invoice: Select Bill/Invoice Creation from ‘ISU Billing/Invoicing’

workcenter.

Individual Bill Screen will be opened in the next step.

Enter details and click on ‘Execute’ Button.

Additional Verification:

User can verify the created invoice and meter readings against the CA from CRM Work

center ‘Billing View of Installation’.

Enter the CA and selection criteria and click Execute button.

Step 8: After successful invoice creation Open the service request in Edit mode and change

the status to ‘Process Completed’. Request will be closed after this process and no further

changes will be possible after this.

Meter reading Order reversal of Invoice In case of MRO reversal of Invoice Check MRO Reversal Flag against the reading. Complete the

approval process. Once approved from the corresponding authority User has to perform to activities.

1. Document reversal.

Reverse all invoices displayed in the screen.

2. Reverse MRO.

Click ‘Reverse MRO’.

Correction of OK Meter note to Defective /Estimation meter notes. In case of correction of Ok meter note to Defective Meter notes (Estimation Meter note) check the

meter correction flag . Meter reading not to be entered.

Note : Once a previous meter note changed to OK to Defective all other succeeding Meter reading of

same Meter has to be changed from OK to Defective.

Complete the approval process for invoice reversal and correction. Once approved click on reading

correction

System will update the estimated meter readings.

Note:

CASE 1: Load less than 20 KW and Amount Less Than 25000 RS.

Order will be created by UDC authorized by RA/ARA/RS

Case 2: Load less than 20 KW and Amount greater than 25000

Order will be created by RA authorized by AE/AEE

Case 3: Load greater than 20 KW and Amount less than 1 Lakh.

Order will be created by UDC reviewed by RA approved by AEE/CBC

Case4: Load Greater than 20KW and Amount above 1 Lakh

Order will be created by RA reviewed by AE/AEE approved by XEN/CBC

In all cases Doc reversal, Reading correction, MRO reversal, Invoice/ Bill generation can be done

from ID of RA and above.