Vendor Invoice Management with SAP

https://townofosceola.com/diouiwhj Dear Reader Notes on Usage Table of Contents Introduction The Synergies of Digital Transformation The Modernization of Accounts Payable 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 Service Pages Legal Notes