SAP Secondary Distribution and Fuels Retailing

Transcription

1 SAP Secondary Distribution and Fuels Retailing Best Practices SAP Oil & Gas Downstream Solutions powered by Implico

2 SAP Secondary Distribution and Fuels Retailing Forecasting Tour Optimization Invoicing Telesales Consumer App Automation Interfaces Tour Planning Service Station Management Reconciliation Continuous Product Replenishment Sales Region Organization Dispatching Data Collation Driver Communication Good to know! The license for SAP SDM (Secondary Distribution Management for Oil & Gas) also includes a license of the SAP Hydrocarbon Management for Oil & Gas industry package for up to 50,000 BOEPD. 02

3 Transforming Knowledge Into Value Smart Data Automation Success Optimize Your Trade and Logistics Processes The daily challenges faced by oil & gas companies are greater than ever before. Successful companies are constantly working towards the following goals to secure their long-term future: Process automation reducing manual work, concentrating on core competencies Customer loyalty being flexible, enhancing service Increase in efficiency remaining costefficient We offer you future-proof IT solutions with a long term strategy with the SAP Best Practice solutions. You gain SAP standard solutions that fit like a glove, grow with your company and are easy to implement. The innovative power of SAP and the Partner Community safeguard IT investment in the SAP solutions for the long term. Over 70 percent of the world s oil & gas companies use SAP, and the industry has successfully relied on SAP solutions for many years. The Implico Group offers software solutions and consulting services for companies of all sizes, helping you to optimize your processes. We combine many years of experience in a large number of successful projects with the very latest expertise in SAP and in IT in general. We have extensive experience in the oil and gas industry. Our customers include many of the world s largest oil corporations, as well as a large number of small and medium-sized businesses. As a Development Partner of SAP, Implico is responsible for SAP SDM and SAP RFNO. The SAP solutions allow you to optimize your entire process chain from order acceptance, via dispatching and execution, to invoicing and reporting. We offer you: Competent advice Integrated business models Expert knowledge (commerce and logistics) Professional project management Intelligent system support The degree of automation you choose Optimized and efficient processes Our mix of SAP software solutions and industry experience puts us in an outstanding position to implement your integrated, future-proof SAP standard solution. 03

4 SAP Secondary Distribution and Fuels Retailing How can SAP solutions enable you to change the game? With SAP solutions, oil and gas companies can automate sales and logistics processes for refined products and gases from order management to dispatching, data collation and invoicing. They can forecast the replenishment of tanks, use best-buy scenarios and perform route planning and truck dispatching for the delivery. The solutions cover processes at terminals, tank farms, wholesale and end consumers as well as service stations and they support efficient and transparent management. SAP solutions: Capabilities Order Management and Logistics Automation Automate end to-end processes for sourcing and supplying products from terminals to the end consumer Demand Forecasting and Replenishment Manage the auto-replenishment of tanks using consumption forecast Truck Scheduling and Dispatch Improve the usage of your truck fleet with easy-to-use graphical dispatch and route optimization Fuel Demand Forecasting and Replenishment Monitoring of fuel stocks, reliable demand forecasting and automatic replenishment Retail Fuel Operations Manage the service station network incl. inventories, forecasts, payment / fleet cards, and lessee settlement 04

5 End-to-end Secondary Distribution and Fuels Retailing Capabilities Order Management and Logistics Automation Demand Forecasting and Replenishment Truck Scheduling and Dispatch Fuel Demand Forecasting and Replenishment Retail Fuel Operations SAP Secondary Distribution Management for Oil & Gas SAP Retail Fuel Network Operations for Oil & Gas Solutions OGSD Telesales CPR Forecast IDM Dispatch Management CSR Fuel Demand Forecast RFNO Master Data Applications Data Collation LPG Processes Inventory Management Credit and Fleet Cards Interfaces / PAT Dealer Settlement Components The SAP Secondary Distribution and Fuels Retailing solution consists of: SAP SDM Secondary Distribution Management, incl. OGSD Oil & Gas Secondary Distribution CPR Continuous Product Replenishment IDM Integrated Dispatch Management and SAP RFNO Retail Fuel Network Operations, incl. CSR Continuous Station Replenishment RFNO Retail Fuel Network Operations What are the benefits? Secondary distribution and fuels retailing software from SAP helps companies to automate and standardize all of their downstream sales and logistics processes. Simplified and optimized automated processes Enhanced customer satisfaction and loyalty Simplified dispatching Improved utilization of assets Instantaneous response Reduced transportation costs, labor costs and inventory levels Improved overall cost-efficiency based on better decision-making aids and resource utilization 05

6 Order Management with SAP SDM / OGSD SAP SDM / OGSD is an application of SAP SDM and is SAP s full industry solution for trading liquid products, especially oil and gas. SAP SDM / OGSD supports business processes for the wholesale, resale, industrial, end consumer and service station supply business, and integrates every process, from sales to dispatching and automatic feedback on all material movements including automatic posting of data in the SAP system. All data is combined in financial accounting and integrated reporting. The preconfigured solution is suitable for companies of different shapes and sizes, from 5 to 5,000 users. Benefits of SAP SDM / OGSD: Reduce order creation time Mitigate risks by providing on-time credit control Improve usability Avoid wrong data entries All relevant data on one screen Increase in customer satisfaction Standard SAP functionality No follow-up costs Free SAP updates and functional enhancements Functions: Order management The SAP SDM / OGSD Sales Cockpit helps improve order management and provides the central basis for your work in sales. Orders, inquiries, quotes and contracts are displayed clearly on one screen and can be identified 06

7 quickly and efficiently. The salesperson has an overview of all key customer data and further detailed information at a glance and is smoothly guided through the process. The sales staff is also supported by a number of useful features including telephone integration, credit control, CRM activities and notes, a link to purchasing contracts and inventory levels. Preliminary dispatching Preliminary dispatching is integrated in order management, so that the customer can be given a concrete delivery date or the best possible delivery time can be agreed immediately as the order is entered. Delivery time zones and capacities help to visualize the current status in preliminary dispatching. SAP SDM / OGSD helps you to... create an automated, integrated order-to-cash process centralize all customer information flexibly steer your processes, e.g. with warnings of gaps in subsequent delivery, changes to planned demand or price fluctuations integrate transportation companies, terminals and refineries into the process Business Benefits SAP SDM Prescheduling ensures a reliable date or date range Enhanced customer service Reduced logistics costs through clustering Increased customer satisfaction Improved customer loyalty Reduced effort in the order-to-cash process 07

8 Consumption Forecast and Automatic Order Generation with SAP SDM / CPR The SAP SDM / CPR (Continuous Product Replenishment) forecast tool is an application of SAP SDM and is used to predict future demand. SAP SDM / CPR allows you to provide your customers with repeat deliveries at the right time, every time, and to contact them proactively. A range of methods is available for planning. Delivery can take place at fixed intervals or based on consumption forecasts. SAP SDM / CPR might calculate these based on the delivery history combined with external parameters such as the weather, consumption patterns or individual parameters. SAP SDM / CPR therefore allows you to offer significantly improved customer service, with salespeople who contact customers proactively and inform them of any upcoming demand. This prevents your customers ordering from your competitors. SAP SDM / CPR even generates all recurring orders automatically, without any manual intervention. Key functions: Forecasts for end consumer business Compilation of call lists for Sales Creation of campaigns Automatic order creation Range of calculation methods Expansion of sales activities SAP SDM / CPR Analysis Tool SAP SDM / CPR makes use of data from many different SAP objects when drawing up forecasts, including customer master data, storage objects (tanks), delivery history etc. The analysis tool provides efficient ways for a suitable selection of customers who can be contacted for repeat delivery. Earlier SAP SDM / CPR forecasts can be retrieved and compared with current forecasts. The SAP SDM / CPR parameters can be updated at any time. Usage factors can be set up for delivery, ensuring that the delivery is made on 08

9 time and cost-efficiently. Showing the information as a diagram allows you to recognize seasonal consumption patterns, so that you can select the best possible delivery method for every time of year. Add-On Initial Set Up Tool Over time, you will collect a lot of information about your customers consumption, so that you can deliver to them on time, time and again. The Add-On Initial Set Up Tool allows you to use this collection of existing customer consumption parameters for new customers, too, allowing you to process new customers just as efficiently. Analysis using the address Customers with identical postcodes are selected. Parameters such as average tank size and a range of consumption factors of a customer are shown. Analysis using the address and consumption Customers who belong to the same weather station and display identical or similar consumption behavior are selected. Analysis using the address and history This selection gives you the most reliable parameters for your planning. The consumption is compared with weather data using previous deliveries. Dependent on the reconciliation of the data, the parameters for a calculation of a weather-dependent and a regular consumption is determined. Business Benefits Automate the order creation process Company transformation, moving from a reactive commercial model to a proactive one Increase customer satisfaction by reducing run-outs Lower costs by reducing the number of low-fills Reduce order taking workload Increase in customer retention 09

10 Planning and Dispatching with SAP SDM / IDM SAP SDM / IDM is an application of SAP SDM that supports and automates your dispatching. Cooperation with practitioners from a large number of companies has created a complete package for dispatching and transport planning, characterized by outstanding clarity and ease of use. Each step of the planning process can be almost intuitively executed via drag and drop on the map, in the diagram or in the tables. SAP SDM / IDM thus provides clear and effective support for dispatch planners. Orders are combined with existing resources, such as vehicles or service staff, in the best possible way. Comprehensive features SAP SDM / IDM offers you a wealth of innovative functions for efficient dispatching and transport planning. The key characteristics of SAP SDM / IDM: Dispatching and route planning Route optimization Support for centralized and decentralized planning scenarios Internet-based application, available anywhere Maps and resources displayed separately on different screens Excellent usability thanks to direct interaction between the map, Gantt chart and vehicles Visual presentation of relevant information provides maximum support for decisionmaking Integration of best-buy calculations into the dispatching process Multi-location capability including interaction between multiple dispatch personnel SAP master data add-ons for planningrelevant objects (e.g. vehicles, customers, suppliers and materials) Optional optimization of planned routes Optional integration of on-board/telematics equipment 10

11 Support for all forms of planning scenarios SAP SDM / IDM allows you a high level of flexibility in planning. You choose the level of system support and automation you need. It doesn t matter whether you use manual, semiautomated or fully automated dispatching SAP SDM / IDM supports you in achieving the best possible solution for your transportation. Lower costs The benefits of SAP SDM / IDM include an effective drop in transport costs thanks to reduced mileage, drive time, vehicle use and overtime, as well as numerous plausibility and restriction tests. Fast dispatching Thanks to an intelligent system support, SAP SDM / IDM allows you to significantly reduce the time needed for planning and dispatching. Better service SAP SDM / IDM enables you to minimize processing time for new orders as they come in. Improved planning and greater transparency make the information you provide on delivery dates more reliable. Your ability to respond and provide information improves. Intelligent calculation All transport planning clearly has the same objective: the available resources must be deployed and combined in the best possible way. This process is also significantly affected by numerous constraints, such as special, customer-specific items or individual company specifications. SAP SDM / IDM offers a wide range of adjustable parameters that are taken into account in calculation and optimization. Business Benefits Reduced transportation costs and increased fleet efficiency Increased reliability and delivery safety Intuitive, easy-to-use graphic user interface, minimizing operating error Improve the flexibility to schedule 100% compliance with sector regulatory framework Truck geo-tracking improves the controlling Mobile truck solutions can be integrated 11

12 Logistics Automation with SAP SDM / PAT and the Interface Monitor SAP SDM / PAT (Process Automation Tool) and the Interface Monitor are components of SAP SDM and automate your logistics and reconciliation processes. The required follow-up processes are fully automated in the background based on incoming information about order execution. Depending on the type of order, a number of background processes are executed, for example posting quantity corrections and stock levels, supplementing orders or generating invoices. Reconciliation information can be recorded quickly and easily, either through manual entry or by automatic transfer using the interface adapter. The Interface Monitor facilitates the clear display of data flows via the interfaces and enables staff to act quickly in case of errors. modern processes like these are faster, more secure and more cost-efficient delivering substantial cost savings. Business Process Management Thanks to the experience gained in many implementation projects, completed processes (Best Practice) are now supplied with the standard product. Existing processes can easily be expanded and updated and new ones simply mapped in SAP SDM / PAT without the need for development. Business Rules Management No two processes are exactly alike. Incoming data must be processed according to precisely defined rules and often even supplemented with data from the ERP system. SAP SDM / PAT ensures that the incoming data can be processed in accordance with a predefined set of rules. 12 The goal is to achieve integrated and automated order-to-cash processes, even across corporate boundaries. These processes make sure that your customer receives an invoice as soon as goods have been dispatched, and consequently pays more quickly. Because manual input is not required, Process Integration SAP SDM / PAT facilitates the integration of cross-system processes. It ensures that you can integrate technical protocols and data structures of all kinds in your business processes. Both

13 individual interfaces and standardized B2B scenarios can be mapped via the central components. The development tools are fully integrated into the SAP ERP function; no other system components are needed. Now you can modify existing processes much more quickly than was possible in the past. Execution The execution of individual automated process steps is based on invoking BAPIs, which create or modify the document concerned in the SAP system. Process Monitoring and Analysis Automated processes must be monitored and checked. SAP SDM / PAT provides a control monitor that allows you to track and check each individual step of the automated process. Should an error occur, you simply correct it and restart the process. Flexibility and Performance The PAT dialogue was developed using the very latest SAP development technologies such as WebDynpro and Floor Plan Manager. SAP SDM / PAT is therefore fully customizable to your needs. SAP SDM / PAT uses BAPIs to invoke SAP standard transactions. BAPIs ensure extremely high performance data entry. Key Features Supports a large number of business processes Processes can be added or modified easily Automates all transactions in the SAP ERP Eliminates manual entries Simple error handling Business Benefits Interface Monitoring Increased efficiency Single transaction to monitor all interfaces Accelerated error handling Lower operating costs through easy and centralized interface administration Reduce costs for error handling Concentrate on error handling Easy-to-use traffic light information Business Benefits SAP SDM / PAT Lower operating costs through process automation Avoiding errors throughout the business process Reduction in sales processing time, from order to delivery Increased efficiency: single entry point for all processes Accelerate the whole order-to-cash process Automation needs no custom development 13

14 Service Station Management with SAP RFNO SAP RFNO (Retail Fuel Network Operations) monitors and controls all payment and quantity flows in service station networks. As an efficient management tool, SAP RFNO supports, for example: Daily lessee settlement Fuel inventory management Replenishment (SAP RFNO / CSR) Payment and fleet card management Standard POS interfaces (e.g. WEAT) SAP RFNO is an extremely user-friendly, scalable solution that offers extensive analysis and control mechanisms, making it especially suitable for small and medium-sized companies. The benefits of SAP RFNO at a glance: Integrative, efficient processes throughout the service station network Greatest possible transparency Ensures service station network operation 24/7 The SAP RFNO functions in detail: Master Data Management Allows all relevant master business data to be managed SAP RFNO master data management covers all the key reference values for a service station, including partners, competitors, cards accepted (credit, debit, loyalty cards), company-specific fleet cards, systems, devices, tank and material assignments, cost centers etc. Fuel Inventory Management Keeps track of all stock levels at all times SAP RFNO guarantees intelligent inventory management by uploading tank dip and meter values, stock comparisons, plausibility checks, stock adjustment and material valuation. Replenishment Ensures sufficient fuel inventories at all times based on a reliable forecast tool SAP RFNO / CSR uses a forecast tool to ensure intelligent inventory monitoring and automated replenishment based on current tank levels, consumption patterns and exceptions. Delivery orders are generated automatically and can be dispatched using SAP SDM / IDM if requested. 14

15 Payment Card Processing Offers simple reconciliation and documentation of all payment card transactions SAP RFNO permits convenient and efficient processing of all revenue data from the POS systems relevant to settlement, settlement with the clearing houses and monitoring by comparing site and issuer data. Fleet Card Management Includes all functions to manage a fleet card With SAP RFNO, you can manage your own fleet cards quickly, simply and securely. Fleet card management includes the settlement of card transactions, taking these transactions into account in lessee settlement, card impressions and PIN administration, as well as functions for blocking/unblocking cards. Dealer Settlement Provides simple reconciliation and documentation of all dealer activities with daily invoicing SAP RFNO allows convenient and efficient settlement with your lessees based on sales data, with numerous plausibility checks. The settlement takes a wide range of settlement options into account, including fixed leases and percentage leases, commission, participation fees, discounts, changes in lessee etc. Reporting Real-time view of revenue, inventory, forecasts etc. at the service stations The Fuel Network Control Cockpit provides you with an overview of the economic situation of your service station network at any time. These data can be transmitted to mobile devices on request. Business Benefits Automated delivery forecast and supply Fast and easy error tracking Shorten cash cycles by first time right bills Improve payment card handling and settlement Improve fuels retail operation margins Improve customer satisfaction and loyalty Automate service station processes Avoid / minimize stock-outs Reduce administration costs Accurate and real-time transparency Uniform, efficient processes throughout the service station network Reliable deliveries based on actual tank levels and consumption patterns (forecast) Safeguards service station network operation 24/7 15

16 NEW Sales Forecasts with SAP RFNO / CSR Any company wishing to optimize its stockkeeping and ensure continuous replenishment at the same time needs as detailed information as possible about anticipated sales. The innovative functionality of SAP RFNO / CSR (Continuous Station Replenishment) provides reliable forecasts of future fuel sales. The basis: numerous data sources The basis for the calculation by SAP RFNO / CSR is the use of many data sources. The main data source is the POS system, and fuel sales are filtered from the point-of-sale data. However, SAP RFNO / CSR also draws on the physical measured values of the pumps. Finally, the system additionally records tank levels. Thanks to this 360 view, SAP RFNO / CSR is always comprehensively informed about the inventories. Looking ahead A sales history is created from the sales that are continuously determined. It is supplemented by the entry of special events that may positively or negatively influence sales. Examples are concerts or festivals, but also building sites or vacation periods. The results are further refined by a third level: a filter that can be individually configured and can also take the effects of competitor prices into consideration. Automatic replenishment orders Based on the fuel inventories and expected sales, SAP RFNO / CSR calculates when replenishment should best take place for each product type. The system then automatically generates a corresponding sales order, which can also be passed on to the tour planning SAP SDM / IDM straight away. Business Benefits Automation of stock-keeping Optimization of inventory levels Automatic replenishment orders Maximum reliability for replenishment Better logistics planning through integration into SAP SDM / IDM Ensuring effective delivery 16

17 NEW Intelligent Pricing Fuel prices at the pump are market prices that are subject to intense competitive pressure. Having higher prices than competitors can quickly lead to lost sales. As a rule, service station operators must closely monitor the competition and adjust prices accordingly, often several times a day. These adjustments need to be made quickly but are anything but simple. With SAP RFNO, price setting can now be automated. Automated pricing from head office to the lessee SAP RFNO users can use a central location to enter price changes that the system then propagates automatically to service station lessees. Importantly, each local station receives the price calculated individually for this site based on the parameters set for this station by head office. Service station operators can also define the amount by which fuel prices should exceed or undercut the prices of competitors. Location groupings can also be used by head office to set price leaders in the company s own network whose prices are definitive for neighboring locations. Head office can also keep the price low in the morning to increase the shop s lucrative breakfast business, for example. Integrated pricing mechanism The pricing mechanism function is integrated fully with SAP RFNO. This ensures optimum connectivity to all of the business processes managed by SAP RFNO such as the automated billing with business partners, for example. The system logs all price changes automatically and applies periods of time and their corresponding fuel prices to daily lessee billing. The software also offers configurable interfaces to enable pricing data to be pulled from a variety of sources. Pricing management app also available To ensure service station operators can respond as quickly as possible, a Fiori app is also offered for pricing management. This lets service station operators and lessees use a smartphone or tablet to input competitor prices into the system as a basis for pricing. 17

18 Summary One platform, one system, one tool set across all lines of business Complete solution with SAP as common platform for all Secondary Distribution and Retailing processes Scheduling, planning and execution in one system radically reducing the number of interfaces to satellite logistic systems Enabling accuracy and real-time transparency of all payment and inventory processes Easy-to-use system with graphical visualizations for schedulers, dispatchers and retail network administrators drastically reducing time for planning and monitoring Enabling cost reductions and profitability improvements through better decision making and improved utilization of assets Standardized interfacing to mobile devices 18

19 About Implico The Implico Group optimizes logistics and business processes for oil and gas downstream companies. The international consulting and software company with its headquarters in Hamburg, Germany, has subsidiaries in Malaysia, Romania and the USA. Founded in 1983, the company today employs around 200 staff. Implico provides consulting services, data services and software solutions for the entire supply chain from forecasting, order entry, dispatching and tour optimization to data collation and invoicing. Leading oil and gas companies all over the world trust in Implico s industry expertise and high-performance IT solutions including SAP SDM, SAP RFNO and OpenTAS. 19

20 J06; Implico. SAP is the trademark or registered trademark of SAP AG in Germany and in several other countries. All other company, product and service names or marks mentioned are the trademarks of their respective proprietors. Picture Credits: Page3: Sergey Nivens - Fotolia; Page 6: majeczka - Shutterstock; Page 7: Lajos Répási - istock, shotbydave - istock; Page 8: paolo toscani - Shutterstock; Page 14: leungchopan - Fotolia; Page 15: Christian Lagerek - Shutterstock, Jupiterimages - Thinkstock; Page 16: WavebreakmediaMicro - Fotolia; Page 17: Lasse Kristensen - Fotolia Germany Malaysia Romania USA