Langbeschreibung
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. ConfigurationLearn 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. FunctionalityRun 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. ReportingImprove 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.
Hauptbeschreibung
Manage invoice KPIs using reports and dashboards
Inhaltsverzeichnis
... Introduction ... 15... The Synergies of Digital Transformation ... 15... The Modernization of Accounts Payable ... 18... The Bigger Picture ... 211 ... Getting Started with SAP Invoice Management ... 251.1 ... Basic Concepts ... 261.2 ... Packaging and Installation ... 361.3 ... Deployment Options ... 411.4 ... Summary ... 452 ... Automating Invoice Receipt ... 472.1 ... Basic Concepts ... 482.2 ... Configuring Archiving ... 532.3 ... Configuring Invoice Receipt ... 702.4 ... Converting Invoices ... 872.5 ... Connecting Inbound Channels to Invoice Processing ... 1222.6 ... Summary ... 1243 ... Enriching Invoice Data with Machine Learning ... 1273.1 ... Basic Concepts ... 1283.2 ... Configuring a Determination Logic ... 1343.3 ... Generic Enrichments ... 1363.4 ... Purchase Order Invoice Enrichments ... 1403.5 ... Non-Purchase Order Invoice Enrichments ... 1513.6 ... Summary ... 1594 ... Checking Invoices with Business Rules ... 1614.1 ... Aspects of Business Rules ... 1624.2 ... Determining Process Types ... 1644.3 ... Assigning Business Rules to Process Types ... 1674.4 ... Creating Custom Rules ... 1694.5 ... Auditing Invoices ... 1744.6 ... Duplicate Checking ... 1764.7 ... Leveraging the Business Rules Framework ... 1794.8 ... Summary ... 1865 ... Assigning Tasks through Business Roles ... 1875.1 ... SAP Invoice Management Role-Based Framework ... 1875.2 ... Baseline Roles in SAP Invoice Management ... 1905.3 ... Configuring Roles ... 1975.4 ... Creating Custom Roles ... 2055.5 ... Testing Business Roles ... 2075.6 ... Best Practices for Role Design and Implementation ... 2085.7 ... Summary ... 2096 ... Resolving Exceptions ... 2116.1 ... Anatomy of an Action ... 2116.2 ... Creating Custom Actions ... 2156.3 ... Assigning Actions to Business Rules ... 2246.4 ... Summary ... 2277 ... Posting and Parking Invoices ... 2297.1 ... Finalizing an Auto-Posting Invoice ... 2307.2 ... Managing Blocking Workflows ... 2357.3 ... Working with Parked Invoices ... 2407.4 ... Summary ... 2458 ... Approving Invoices without Purchase Orders ... 2478.1 ... Defining Approval Strategies ... 2478.2 ... Level-Based Approvals ... 2498.3 ... Approval Flow Settings ... 2508.4 ... Configuring Responsibilities via the Chart of Authority ... 2578.5 ... Document Processing: Parked and Posted Approvals ... 2688.6 ... Summary ... 2759 ... Designing Your Invoice Management System ... 2779.1 ... Configuring the Basic Settings for a Document Type ... 2779.2 ... Considering Regional Variants ... 2829.3 ... Determining the Document Type ... 2869.4 ... Setting Up Users, Roles, Priorities, and Authorizations ... 2899.5 ... Setting Up Notifications ... 2919.6 ... Setting Up the Return to Vendor Function ... 2939.7 ... Implementing Test Strategies ... 2959.8 ... Summary ... 29710 ... Reporting and Compliance ... 29910.1 ... Basic Data Collection ... 30010.2 ... Central Reports ... 30510.3 ... Reports for Real-Time Invoice Status ... 31310.4 ... Reports for Invoice Lifecycle ... 32510.5 ... Visualizing Report Data ... 32810.6 ... Meeting Compliance Requirements ... 33110.7 ... Summary ... 33511 ... Maximizing the User Experience ... 33711.1 ... User Interfaces ... 33811.2 ... Document Processing Dashboard ... 33911.3 ... Approval Dashboard ... 34611.4 ... Invoice Exception Dashboard ... 35411.5 ... SAP Fiori Applications ... 35811.6 ... Configuring and Maintaining SAP Fiori Task App Perspectives ... 36911.7 ... Summary ... 37512 ... Managing Complex Infrastructures ... 37712.1 ... Considering Your Integration Architecture ... 37712.2 ... Configuring the System Landscape Directory ... 37912.3 ... Working across Multiple Systems ... 38412.4 ... Centralizing Reporting ... 38612.5 ... Integration with Central Finance ... 38912.6 ... Working with External Procurement Solutions ... 39012.7 ... Summary ... 39713 ... Preparing for an SAP Invoice Management Project ... 39913.1 ... Selecting the Project Methodology for an SAP Invoice Management Deployment ... 40013.2 ... Designing a Training Strategy ... 42213.3 ... Accessing Product Documentation ... 42813.4 ... Summary ... 432... Conclusion ... 433... The Authors ... 437... Index ... 439