Multilingual Book

🇺🇸 English (Original) 🇪🇸 Spanish (Translation)

✅ All languages are included in your purchase

Publisher SAP PRESS

Year / Edition 2023 / 1

Pages 446

Authors Matthias Niessen, Heather Reina, Mark Travers

Vendor Invoice Management with SAP

Reduce payment bottlenecks with SAP Invoice Management by OpenText! Get step-by-step instructions for setting up this vendor invoice management (VIM) application to work with both SAP ERP and SAP S/4HANA. Then see how to run your key VIM processes with machine learning: invoice receipt, verification, exception handling, approvals, and more. From preparing for an implementation project to modifying the user experience, this practical guide takes you through the entire process. Make troublesome invoices a thing of the past!

Configure and use SAP Invoice Management by OpenText with SAP ERP and SAP S/4HANA
Run your invoice receipt, posting, and exception handling workflows based on business rules and roles
Manage invoice KPIs using reports and dashboards

You'll learn about:

Configuration:
Learn how to set up SAP Invoice Management, step by step. Walk through creating business rules, building custom roles, defining actions, and other key configuration steps.
Functionality:
Run your VIM processes! See what SAP Invoice Management can automate, including data enrichment and task assignment. Then get instructions for your manual tasks: resolving exceptions, parking invoices, approvals, and more.
Reporting:
Improve visibility into invoice status and operational resource expenditure, and collect data for process improvement. Explore data visualization tools and see how add-ons help meet compliance requirements.

Key Highlights:

Invoice receipt
Business rules
Business roles
Exceptions
Posting invoices
Approvals
Reporting
Machine learning
User experience
Implementation project

View Full Table of Contents

Introduction
- The Synergies of Digital Transformation
  - What Does Digital Transformation Look Like?
  - Potential Outcomes of Digital Transformation
  - Main Tasks for Your Digital Transformation
- The Modernization of Accounts Payable
  - Defining the Scope
  - Identifying the Best Environment
  - Planning for Extensibility
- The Bigger Picture
1 Getting Started with SAP Invoice Management
- 1.1 Basic Concepts
  - 1.1.1 The Invoice Data Model
  - 1.1.2 Business Rules and Roles
  - 1.1.3 User Experience and Workflow
  - 1.1.4 Self-Service
  - 1.1.5 Reports and Analytics
- 1.2 Packaging and Installation
  - 1.2.1 Software Versions and Version Nomenclature
  - 1.2.2 Foundational Components
  - 1.2.3 Invoice Solution
  - 1.2.4 Special Applications, Integrations, and Reporting Packages
  - 1.2.5 Final Installation Steps
- 1.3 Deployment Options
- 1.4 Summary
2 Automating Invoice Receipt
- 2.1 Basic Concepts
- 2.2 Configuring Archiving
  - 2.2.1 Creating the SAP Invoice Management Repository
  - 2.2.2 Creating ArchiveLink Document Types
  - 2.2.3 Creating Document Type Linking to Business Objects and Repository
  - 2.2.4 Automating via the ArchiveLink Wizard for Document Type and Business Object Configuration
- 2.3 Configuring Invoice Receipt
  - 2.3.1 Connecting to Business Networks
  - 2.3.2 Receiving Invoices via Email
  - 2.3.3 Scanning Invoices with Enterprise Scan
  - 2.3.4 Uploading Invoices via Early Archiving
- 2.4 Converting Invoices
  - 2.4.1 Converting Invoice IDocs
  - 2.4.2 Converting XML Invoices
  - 2.4.3 Converting PDFs and Scanned Invoices
- 2.5 Connecting Inbound Channels to Invoice Processing
  - 2.5.1 Maintaining Channels
  - 2.5.2 Using the Flexible Channel Selection
- 2.6 Summary
3 Enriching Invoice Data with Machine Learning
- 3.1 Basic Concepts
- 3.2 Configuring a Determination Logic
- 3.3 Generic Enrichments
- 3.4 Purchase Order Invoice Enrichments
  - 3.4.1 Matching on the Header Level
  - 3.4.2 Matching on the Item Level
  - 3.4.3 Handling Additional Costs
- 3.5 Non-Purchase Order Invoice Enrichments
  - 3.5.1 Configuring Auto-Coding
  - 3.5.2 Configuring Smart Coding
- 3.6 Summary
4 Checking Invoices with Business Rules
- 4.1 Aspects of Business Rules
  - 4.1.1 Triggers
  - 4.1.2 Dependencies
- 4.2 Determining Process Types
- 4.3 Assigning Business Rules to Process Types
- 4.4 Creating Custom Rules
  - 4.4.1 Creating a New Process Type
  - 4.4.2 Adding the Step ID
  - 4.4.3 Creating a Sequence Step
  - 4.4.4 Adding Multiple Sequence Steps
- 4.5 Auditing Invoices
  - 4.5.1 Vendor Audit Required
  - 4.5.2 Tax Audit Required
- 4.6 Duplicate Checking
  - 4.6.1 Maintaining Duplicate Check Procedures
  - 4.6.2 Assigning Duplicate Check Groups
  - 4.6.3 Locating the Duplicate Check Business Rule
- 4.7 Leveraging the Business Rules Framework
  - 4.7.1 Maintaining the Vendor Group
  - 4.7.2 Maintaining the Vendor Group Assignment
  - 4.7.3 Maintaining the Check Type ID Name
  - 4.7.4 Maintaining the Check ID
  - 4.7.5 Maintaining the Schemata Assignment
  - 4.7.6 Maintaining the Restrictions
- 4.8 Summary
5 Assigning Tasks through Business Roles
- 5.1 SAP Invoice Management Role-Based Framework
- 5.2 Baseline Roles in SAP Invoice Management
  - 5.2.1 Baseline Roles
  - 5.2.2 Baseline Templates
  - 5.2.3 Accessing Roles and Templates in the System
  - 5.2.4 Accessing Template Fields
  - 5.2.5 Accessing Template Field Details
- 5.3 Configuring Roles
  - 5.3.1 Assigning Templates to Roles
  - 5.3.2 Assigning Values to Active Templates
- 5.4 Creating Custom Roles
- 5.5 Testing Business Roles
- 5.6 Best Practices for Role Design and Implementation
- 5.7 Summary
6 Resolving Exceptions
- 6.1 Anatomy of an Action
- 6.2 Creating Custom Actions
  - 6.2.1 Creating a Batch Data Communication Action
  - 6.2.2 Creating a Referral Action
  - 6.2.3 Creating an Action by Class Method
- 6.3 Assigning Actions to Business Rules
- 6.4 Summary
7 Posting and Parking Invoices
- 7.1 Finalizing an Auto-Posting Invoice
  - 7.1.1 Source-to-Pay
  - 7.1.2 Designing and Configuring Automatic Postings for a Purchase Order Invoice
  - 7.1.3 Activating Auto-Posting for the Document Processing Document Type
  - 7.1.4 Configuring Preset Conditions for Automatic Posting for Fields
  - 7.1.5 Configuring Data for Automatic Posting
- 7.2 Managing Blocking Workflows
- 7.3 Working with Parked Invoices
  - 7.3.1 Parked Invoice Process Overview
  - 7.3.2 Configuring Automatic Parking for the Document Processing Process
  - 7.3.3 Configuring Automatic Parking for Document Processing Exceptions and Business Rules
- 7.4 Summary
8 Approving Invoices without Purchase Orders
- 8.1 Defining Approval Strategies
- 8.2 Level-Based Approvals
- 8.3 Approval Flow Settings
  - 8.3.1 ID Details
  - 8.3.2 Mapping Your Approval Flow Settings ID
- 8.4 Configuring Responsibilities via the Chart of Authority
  - 8.4.1 User Assignment
  - 8.4.2 Approval Limit/Level
  - 8.4.3 Coder/Requester Details
  - 8.4.4 Approver Details
  - 8.4.5 Coder Settings
  - 8.4.6 Substitutions
  - 8.4.7 Alternate Chart of Authority
- 8.5 Document Processing: Parked and Posted Approvals
  - 8.5.1 Document Processing Approvals
  - 8.5.2 Parked Approvals
  - 8.5.3 Posted Approvals
- 8.6 Summary
9 Designing Your Invoice Management System
- 9.1 Configuring the Basic Settings for a Document Type
- 9.2 Considering Regional Variants
  - 9.2.1 Maintaining Characteristic-Specific Attributes
  - 9.2.2 Maintaining Characteristic-Specific Process Types
  - 9.2.3 Mapping ArchiveLink Document Types to Countries
- 9.3 Determining the Document Type
- 9.4 Setting Up Users, Roles, Priorities, and Authorizations
- 9.5 Setting Up Notifications
- 9.6 Setting Up the Return to Vendor Function
- 9.7 Implementing Test Strategies
- 9.8 Summary
10 Reporting and Compliance
- 10.1 Basic Data Collection
  - 10.1.1 Central Reporting Common Infrastructure
  - 10.1.2 Setting Up the Infrastructure
  - 10.1.3 Collection
  - 10.1.4 Aggregation
- 10.2 Central Reports
  - 10.2.1 Exception Analysis
  - 10.2.2 Audit Report
  - 10.2.3 Summary Report
  - 10.2.4 Key Performance Indicator Dashboard
- 10.3 Reports for Real-Time Invoice Status
  - 10.3.1 VIM Analytics
  - 10.3.2 Automation Report
  - 10.3.3 VIM Invoice Workplace
- 10.4 Reports for Invoice Lifecycle
- 10.5 Visualizing Report Data
  - 10.5.1 SAP S/4HANA Embedded Analytics
  - 10.5.2 Content for SAP Business Warehouse
- 10.6 Meeting Compliance Requirements
  - 10.6.1 Segregation of Duties
  - 10.6.2 Record Keeping
- 10.7 Summary
11 Maximizing the User Experience
- 11.1 User Interfaces
- 11.2 Document Processing Dashboard
  - 11.2.1 Using the Document Processing Dashboard
  - 11.2.2 Configuring the Document Processing Dashboard
  - 11.2.3 Modifying the Indexing Screen
- 11.3 Approval Dashboard
  - 11.3.1 Approving Invoices with the Dashboard
  - 11.3.2 Customizing the Approval Interface
- 11.4 Invoice Exception Dashboard
  - 11.4.1 Header Level Dashboard
  - 11.4.2 Line Level Dashboard
- 11.5 SAP Fiori Applications
  - 11.5.1 Accessing SAP Fiori Apps
  - 11.5.2 The Five Steps of Efficient Invoice Processing with SAP Fiori
  - 11.5.3 Capture Validation Workplace App
  - 11.5.4 Enter Cost Assignment App
  - 11.5.5 Approve Invoices App
  - 11.5.6 My Approved Invoices App
  - 11.5.7 Invoice Exceptions App
  - 11.5.8 Confirm Quantity and Price App
  - 11.5.9 Configuration
- 11.6 Configuring and Maintaining SAP Fiori Task App Perspectives
  - 11.6.1 Work Object Types
  - 11.6.2 Perspectives
  - 11.6.3 Data Binding
  - 11.6.4 Perspective Texts
- 11.7 Summary
12 Managing Complex Infrastructures
- 12.1 Considering Your Integration Architecture
- 12.2 Configuring the System Landscape Directory
- 12.3 Working across Multiple Systems
- 12.4 Centralizing Reporting
- 12.5 Integration with Central Finance
- 12.6 Working with External Procurement Solutions
- 12.7 Summary
13 Preparing for an SAP Invoice Management Project
- 13.1 Selecting the Project Methodology for an SAP Invoice Management Deployment
  - 13.1.1 SAP Activate Overview
  - 13.1.2 Discover Phase
  - 13.1.3 Prepare Phase
  - 13.1.4 Explore Phase
  - 13.1.5 Realize Phase
  - 13.1.6 Deploy Phase
  - 13.1.7 Run Phase
- 13.2 Designing a Training Strategy
  - 13.2.1 End-User Training, Adoption, and Enablement
  - 13.2.2 Administrative and Configuration Training
- 13.3 Accessing Product Documentation
- 13.4 Summary
Conclusion
The Authors
Index

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Vendor Invoice Management with SAP

Name: Vendor Invoice Management with SAP
Brand: SAP
SKU: BOOK-SAPPRESS-EBOOK-2023-9781493223527
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Vendor Invoice Management with SAP

You'll learn about:

Key Highlights:

ℹ️ How to purchase this book?

Disclaimer

Vendor Invoice Management with SAP

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