Water balance and usage report Step-by-Step Configuration Guide

[Slaveya]

Overview 

Using the steps described in this guide, you can study a facility's water balance by configuring SAP EHS Environment Management (EM).  

For simplicity, we assume that there is a company called ABC Corporation, which has its headquarters in Germany. It has two manufacturing locations, one in Berlin, Germany, and the other in Texas, USA. Corporate Environmental Managers as well as environmental managers at each location have decided that by conducting a water balance study at each of their facilities as per company policy, ABC corporation would not only identify any inefficiencies and losseWaterwater at their sites, identify opportunities for reduction of water use but also could benefit by leveraging the data for corporate sustainability reporting.         

For simplicity, we will assume that the intakes and discharges at both ABC corporation facilities are the same. Modeling this twice has the added benefit of showing EM's aggregation capabilities and how aggregating water consumption and discharge volumes can allow companies to use the aggregated volumes for corporate sustainability reporting. 

As shown in the above figure, the facility purchases water and draws it from its private well. The Rainfall is measured to estimate the facility's stormwater runoff. 

The output streams include:  

• Water that evaporates from the facility, such as from the cooling towers, is consumed when manufacturing its products. 
• Water that infiltrates the ground, for example, from the facility's irrigation system and leaks from the facility's water distribution system (piping). 
• Wastewater from the on-site wastewater treatment facility is discharged to surface water. 
• Sanitary wastewaters are sent to an offsite wastewater treatment facility operated by the municipality. 
• Stormwater runoff (following a rainfall event). 

Required apps to set up the scenarios

Preliminary Configuration 

Purpose :

Some of the current document's process steps depend on configurations not included in the standard Cloud Best Practices content delivery of predefined configurations. 

Additional manual configurations are required to perform these process steps. The following procedures describe them. 

Roles :

Create business roles using SAP's business role templates and assign them to your test users. Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign it to the business role. You then assign this business role to your users. 

For more information, refer to How to Create a Business Role from a Template in the product assistance for SAP S/4HANA Cloud.

Preliminary steps

Before you begin with the configuration procedures, make sure that you complete the steps below. 

Procedure :

You need to use the SAP Central Business Configuration module to perform the configuration activities using the procedures below.

1. Log on to the SAP Fiori launchpad as a Business Configuration Expert role using the link below. 
2. Choose Manage Your Solution App

3. Choose Configure Your Solution 

   Note: Use the default configuration for your country. If you need a country-specific configuration, change the local version in the Manage Your Solution app. 

4. Following Steps: 

    Application Area:  Asset Management 

   Sub Application Area: Environment, Health, and      Safety 

   Select Foundation for Environment, Health, and  Safety

   

5. Specify Location Type and choose to configure; it will navigate to the Specify Location Type screen.

6. The Location types are available in the standard system as part of the SAP Best Practice. 

7. Apart from the Standard Location types, follow the steps below to add new location types according to your business requirements. 

   • Choose New Entries; it will navigate to the new entries screen 
   • Enter Location Type and Location Description as shown in the Screenshot 
   • Click on Save.

Configuration step: Specify Data Classifiers

Open the Manage Data Classifiers app 

1. Choose the button Create.                     

2. Maintain the Name and the Description (optionally) for the data classifier. 

   Press the Create button. 

3. For this use case, you will need to  create the following data classifiers as well: 

   • Water Withdrawal 
   • Rain Water 
   • Water Discharge 
   • Surface Water 
   • Third-party Water 
   • Water Losses 

Overview Table

Configuration Procedures 

This section describes configuration procedures for each process step in this scope item. 

Note: The steps will only show creation of master data for ABC Industries. Users should follow the same steps to create the remaining master data for the Texas and Berlin plants. 

Configuration of the Foundation for Environment, Health, and Safety. Create Locations as per your organization's hierarchy 

Purpose: 

This step allows you to create locations such as companies, facilities, and areas that define your organizational boundaries for collecting, calculating, and reporting water balance reports to any regulatory requirements. Using the Manage Locations App, the user will create ABC Corporation as a company and two facilities, Texas Plant and Berlin Plant. 

Procedure: 

Please note: The screenshots are intended to familiarize the user with the system. The data displayed might vary from the actual input. 

1. Log on to the SAP Fiori launchpad as an Environmental Manager. 

2. Click on the Manage Locations app 

3. Choose Edit Location Structure 

4. Click on the 'show all locations' button.  

5. Select a location. If you are creating a new structure, select the first node in the structure. If you want to add a location to an existing structure, select the location under which you want to add it. Then choose New 

6. Basic Information                          

   Location name: - Enter a location name as per the hierarchy. 

   Location Type: Use the value help icon on the right side of the location type. It will navigate to the location types. Select and confirm OK.  

   Revision Start Date: To identify your location from the calendar, select the start date of the location revision. 

   Description: Enter the description of the location. 

   Upload Image: -   Upload an image of the location. 

   Note: * Marked fields are mandatory fields. 

Configuration of the Environment Management  

Create Materials procedure:

1. Log on to the SAP Fiori launchpad as an Environmental Manager.

2. Choose the Manage Listed Substances App; it will navigate to the creation page. 

   • Click on Create Listed Substance; A new window will appear to create the Listed Substance. 
   • Enter the Substance name and save it. 

3. Note: - The system will automatically generate the listed Substance ID. 

   CAS number is not mandatory. 

   Repeat the above step to create more Listed Substances.

Create Compliance Requirement for Water Balance at Industry Level

Purpose

The compliance requirements that drive the need to conduct the water balance study can be stored and created in the Manage Compliance Requirements app. For this use case, we assume that ABC Industries has a corporate policy requiring each company facility to conduct a monthly water balance study. The methodology and the general equations to be used in modeling the water balance study can also be created and stored within the compliance requirement. The following section shows how such a policy and its corresponding equations can be made and stored in EM.

Procedure:

• Log on to the SAP Fiori launchpad as an Environmental Manager role.

• Choose Manage Compliance Requirement 

• Choose Create Policy 

• Enter the following basic information
  • Compliance Requirement Name
  • Issuing Organization
  • Issuing Authority (If any)
  • Content Provider
  • Valid from
  • Domain (Please select from the Dropdown)
  • Description
  • Click on Save.

• Click on Add to create the Child Paragraph under the Parent Paragraph.
• Enter the Name of the Child Paragraph.
• Select the compliance requirement paragraph to which you want to add an equation.
• Click on Equations.
• Click on Add to create the new equation.
• Enter the Name and description of the equation.

To create a new equation with a given result, choose the Add button

·          In the Result dropdown list, enter the result type, Final.

·          In the Output Variable Name, enter the Name of the result.

• In the Data Period dropdown list, select the data period monthly.
• In the subject, open the value help to search for the listed substance and Water.
• In the Units, open the value help to search for the listed substance and Water.
• Choose Ok.

Enter an expression and optionally a description for the newly added expression.

• Click on save.
• A warning notification will pop up on the bottom left side of the screen.

Choose Add to add the input variables from the expressions manually.

• When you click the Add button, A field will appear; below that, the variable detail session will appear.
• Enter the Name and Description in the Variable Details session and click Save.
• Otherwise, use the functionality that scans the expressions and adds all potential variables.
• Enter the Name and, optionally, the descriptive variable.
• Click on Save.
• Note: Repeat the above steps from 6 to 9, and add the Multiple Equations in Compliance requirement.

  The following are the equations used to create the compliance requirement policy.

  1) Total Water Withdrawn = Purchased Water + Well water + Rainfall.

  2) Total Wastewater Discharge = Wastewater after treatment to surface water + Wastewater to offsite treatment + Stormwater runoff

  3) Rainfall (m3) = Average Monthly Rainfall (mm) * Total Area of Facility (m2) * 1m/1000 mm

  4) Total Water Loss=Evaporation +Water to Ground +Water in Product

  5) Water Balance Value = TWW-(TWD+TWL)

  6) Margin of Error = WBV/TWW*100

  7) Percent Closure Result = 100- Margin of error

  8 ) Rainfall (Inches)= ((Average Rainfall) *25.4) *(Total Area of Facility)/1000)

• Click on the Set Status dropdown and select the Released option to change the Compliance Requirement Status to Active.   
• When you click on the Released option, a Confirm Action window will appear. Click on OK to release the Compliance requirement.

• Once it is released, we can't change the Compliance Requirement Policy until the status is changed to Under Revision.
• Once it is released, follow the steps below to access the Compliance Content screen.
• Choose Compliance requirement App (refer to Step-2), it will navigate to the Manage Compliance requirement standard screen.
• 
• Choose Name, it will navigate to the Compliance requirement details/Content screen.

Configuration of the Environment Management

Create a Compliance Scenario for water balance at the Facility (Site) level.

Purpose

You will need to create a Compliance Scenario to set up the model for the water balance study. The Compliance Scenario can be created using the app Manage Compliance Scenarios. By creating the Compliance Scenario, you can create various data collection activities to facilitate the collection of water consumption, discharge, and metered water usage. Secondly, you can create the necessary equations to estimate the water losses, for example, the water losses through evaporation in a cooling tower. In this example, we are entering the value for water loss and not estimating it, but, if necessary, a calculation to model the losses can also be created. You can leverage the equations used in the Compliance Requirement in Section 5.2 and calculate the Total Water Withdrawn, Total Wastewater Discharged, Total Water Losses, Water Balance Value, Margin of Error, and Percent Closure Rate.

Procedure:

1. Log on to the SAP Fiori launchpad as an Environmental

   Manager role.

2. Click on Create and select Compliance scenario from the Dropdown.

Basic information: -

Enter the following information

1. Valid from: Select the data from where we want to collect the data.
2. Location: Use the value help icon on the right-hand of the location and select from the location hierarchy.
3. Scenario name: Water balance & usage. Click the Save button

The compliance scenario will allow you to link all relevant objects for calculation and centralize the setup of all needed activities. Within the compliance scenario:

• Create a data collection, either manual or automated.
• Build up the calculations based on your requirements or standard equations to calculate the Water consumption.

Create Data Collections:

• Click the Add button and select the Data Collection from the Dropdown.
• A Window will pop up on the screen to add the data collection details.
• Enter the Name of the Data Collection (Ex, Withdrawal from Surface water)
• Select the data Period from the Dropdown (Hourly, Weekly, Monthly, Quarterly, Half-Yearly, Yearly) (Ex: - Monthly).
• Subject: Use the value help icon on the subject's right-hand and select from the list. If the relevant subject is unavailable, you can create your listed substance.
• Unit: Use the value help icon on the right-hand side of the unit and select from the list.
• Input Method: Select the input method Automatic.

(Note: If you're taking input from external devices, maintain the device name.) Note: Repeat step 5 to create more data collections as per the requirements.

The following are the Data collections used to set up the water balance Scenario.

·          Purchased Water (m3)

• WaterWater (m3)
• Rainfall (mm)
• Wastewater to Surface Water (m3)
• Wastewater to offsite treatment facility (m3)
• Stormwater Runoff (m3 to ground- Irrigation (m3)
• Evaporation (m3)
• Water in Product (m3)
• Rainfall (Inches)

Create Calculation: 

• Click on the Add button and select the Calculation from Calculations.
• A Window will pop up on the screen to add a Calculation.
• Select the Equation from Compliance Requirement radio button to add the calculation. A new window will appear.
• Enter the Calculation Name (Ex; - Total water withdrawn)
• Click on Ok A notification will pop up on the screen. Data Variableype for Variable has not been defined.
• Click on Calculation Setup details on the Setut side of the screen.
• It will navigate to the Calculation Setup screen.
• Setupin the Description of each variable and select the Data source type from the dropdown.
• DropdownData source to the data source type by using the value help icon on the right-hand side of the data source and select it from the dropdown to reDropdownalues for the calculation. A notification will pop up, stating that data has been saved successfully.
• Click the Back to compliance scenario button to navigate to the edit compliance scenario window.
• Click on the Set Status dropdown and select Active. A window will pop up, and select the Missing data should be collected " option (by selecting this option, you can collect your past period data).
• Click on Ok A notification will pop up to the responsible Env. Manager was sent successfully, and data was saved successfully.
  • Note: Repeat step 6 to create the calculation setup for your data collections.

The following are the Calculations used to set up the balance model.

1) Total Water Withdrawn = Purchased Water + Well water + Rainfall.

2) Total Wastewater Discharge = Wastewater after treatment to surface water + Wastewater to offsite treatment + Stormwater runoff

3) Rainfall (m3) = Average Monthly Rainfall (mm) * Total Area of Facility (m2) * 1m/1000 mm

4) Total Water Loss=Evaporation+ Water to Ground+ Water in Product

5) Water Balance Value = TWW-(TWD+TWL)

6) Margin of Error = WBV/TWW*100

7) Percent Closure Result = 100- Margin of error

8 ) Rainfall (Inches)= ((Average Rainfall) *25.4) *(Total Area of Facility)/1000).

• Click on the Add button and select the Location Aggregation from the Dropdown.
• A Window will pop up a dropdown screen to add Location Aggregation.
• Enter Name, Data Period, Subject Unit, and Function.
• Click on Ok.
• Choose Edit Aggregation Setup.
• Set up a link on Value help at Aggregation by data Classifier and Assign data classifier.
• By default, Matching data will be in collapsed position, click on the arrow to expand the matching data and select the required Data Classifier from the list.
• Choose YES from the dropdown and click on Set classifier.
• Click on Save. A notification will pop up Data was successfully saved.
  • Note: Repeat this step to create the LocatFollowingons.

The following are the Location aggregations created in the water balance Model.

• Once Completed the Compliance Scenario SSetup Setupon Set Status Dropdown and choose Active.
• A Notification window will pop up on the screen. Missing data should be collected, and data collection should not be required for past periods. Depending on the requirement, you can choose one option and click on OK.
• The system will pop up a notification screen,
• Notification to the responsible Environmental Manager was sent successfully.
• Data saved successfully.

• Please refer to the test guide for the next step in using the water balance study after configuring SAP EHS Environment Management.