Vendor Invoice Management with SAP

1. Auflage 2023
ISBN: 978-1-4932-2351-0
Verlag: Rheinwerk Verlag GmbH

Buch, Englisch, 446 Seiten, Format (B × H): 183 mm x 262 mm, Gewicht: 1088 g

Reihe: SAP PRESS: englisch

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!

a. 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.
b. 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.
c. 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.

Autoren/Hrsg.

Niessen, Matthias

Reina, Heather

Travers, Mark

Fachgebiete

• Wirtschaftswissenschaften Betriebswirtschaft Wirtschaftsinformatik, SAP, IT-Management
• Mathematik | Informatik EDV | Informatik Angewandte Informatik Wirtschaftsinformatik
• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware SAP

Inhaltsverzeichnis

... Introduction ... 15

... The Synergies of Digital Transformation ... 15

... The Modernization of Accounts Payable ... 18

... The Bigger Picture ... 21

1 ... Getting Started with SAP Invoice Management ... 25

1.1 ... Basic Concepts ... 26

1.2 ... Packaging and Installation ... 36

1.3 ... Deployment Options ... 41

1.4 ... Summary ... 45

2 ... Automating Invoice Receipt ... 47

2.1 ... Basic Concepts ... 48

2.2 ... Configuring Archiving ... 53

2.3 ... Configuring Invoice Receipt ... 70

2.4 ... Converting Invoices ... 87

2.5 ... Connecting Inbound Channels to Invoice Processing ... 122

2.6 ... Summary ... 124

3 ... Enriching Invoice Data with Machine Learning ... 127

3.1 ... Basic Concepts ... 128

3.2 ... Configuring a Determination Logic ... 134

3.3 ... Generic Enrichments ... 136

3.4 ... Purchase Order Invoice Enrichments ... 140

3.5 ... Non-Purchase Order Invoice Enrichments ... 151

3.6 ... Summary ... 159

4 ... Checking Invoices with Business Rules ... 161

4.1 ... Aspects of Business Rules ... 162

4.2 ... Determining Process Types ... 164

4.3 ... Assigning Business Rules to Process Types ... 167

4.4 ... Creating Custom Rules ... 169

4.5 ... Auditing Invoices ... 174

4.6 ... Duplicate Checking ... 176

4.7 ... Leveraging the Business Rules Framework ... 179

4.8 ... Summary ... 186

5 ... Assigning Tasks through Business Roles ... 187

5.1 ... SAP Invoice Management Role-Based Framework ... 187

5.2 ... Baseline Roles in SAP Invoice Management ... 190

5.3 ... Configuring Roles ... 197

5.4 ... Creating Custom Roles ... 205

5.5 ... Testing Business Roles ... 207

5.6 ... Best Practices for Role Design and Implementation ... 208

5.7 ... Summary ... 209

6 ... Resolving Exceptions ... 211

6.1 ... Anatomy of an Action ... 211

6.2 ... Creating Custom Actions ... 215

6.3 ... Assigning Actions to Business Rules ... 224

6.4 ... Summary ... 227

7 ... Posting and Parking Invoices ... 229

7.1 ... Finalizing an Auto-Posting Invoice ... 230

7.2 ... Managing Blocking Workflows ... 235

7.3 ... Working with Parked Invoices ... 240

7.4 ... Summary ... 245

8 ... Approving Invoices without Purchase Orders ... 247

8.1 ... Defining Approval Strategies ... 247

8.2 ... Level-Based Approvals ... 249

8.3 ... Approval Flow Settings ... 250

8.4 ... Configuring Responsibilities via the Chart of Authority ... 257

8.5 ... Document Processing: Parked and Posted Approvals ... 268

8.6 ... Summary ... 275

9 ... Designing Your Invoice Management System ... 277

9.1 ... Configuring the Basic Settings for a Document Type ... 277

9.2 ... Considering Regional Variants ... 282

9.3 ... Determining the Document Type ... 286

9.4 ... Setting Up Users, Roles, Priorities, and Authorizations ... 289

9.5 ... Setting Up Notifications ... 291

9.6 ... Setting Up the Return to Vendor Function ... 293

9.7 ... Implementing Test Strategies ... 295

9.8 ... Summary ... 297

10 ... Reporting and Compliance ... 299

10.1 ... Basic Data Collection ... 300

10.2 ... Central Reports ... 305

10.3 ... Reports for Real-Time Invoice Status ... 313

10.4 ... Reports for Invoice Lifecycle ... 325

10.5 ... Visualizing Report Data ... 328

10.6 ... Meeting Compliance Requirements ... 331

10.7 ... Summary ... 335

11 ... Maximizing the User Experience ... 337

11.1 ... User Interfaces ... 338

11.2 ... Document Processing Dashboard ... 339

11.3 ... Approval Dashboard ... 346

11.4 ... Invoice Exception Dashboard ... 354

11.5 ... SAP Fiori Applications ... 358

11.6 ... Configuring and Maintaining SAP Fiori Task App Perspectives ... 369

11.7 ... Summary ... 375

12 ... Managing Complex Infrastructures ... 377

12.1 ... Considering Your Integration Architecture ... 377

12.2 ... Configuring the System Landscape Directory ... 379

12.3 ... Working across Multiple Systems ... 384

12.4 ... Centralizing Reporting ... 386

12.5 ... Integration with Central Finance ... 389

12.6 ... Working with External Procurement Solutions ... 390

12.7 ... Summary ... 397

13 ... Preparing for an SAP Invoice Management Project ... 399

13.1 ... Selecting the Project Methodology for an SAP Invoice Management Deployment ... 400

13.2 ... Designing a Training Strategy ... 422

13.3 ... Accessing Product Documentation ... 428

13.4 ... Summary ... 432

... Conclusion ... 433

... The Authors ... 437

... Index ... 439

Über Autor(innen)

Travers, Mark
Mark Travers was a senior enterprise architect lead at SAP, where he worked with domestic and global customers on more than 125 SAP Invoice Management by OpenText deployments for both SAP S/4HANA and SAP ERP. He has experience with industries such as manufacturing, financial services, retail, oil/gas, chemicals, hi-tech, aerospace, telecommunications, utilities, and the public sector. Mark also has extensive architectural and technical experience with implementing SAP Invoice Management with the Ariba Network and within the Central Finance environment.

Niessen, Matthias
Matthias Niessen is the senior manager of the OpenText ecosystems strategy for finance and procurement excellence. Matthias is passionate about helping organizations use digital technologies to optimize critical business processes, eliminating risk and maximizing outcomes. During his more than 23 years at OpenText he has focused on engineering, consulting, and marketing leadership roles. Matthias has a master’s degree in physics from Hamburg University, where he researched complex systems using quantum field theory.

Reina, Heather
Heather Reina is a senior content developer with OpenText Learning Services. She has more than 25 years of experience in developing, deploying, and teaching SAP software. For the last ten years, she has created global curriculum for OpenText’s suite for SAP solutions, including SAP Invoice Management, SAP Extended ECM, and SAP Information Capture.