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.

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.

... The Synergies of Digital Transformation ... 15 ... The Modernization of Accounts Payable ... 18 ... The Bigger Picture ... 21 1.1 ... Basic Concepts ... 26 1.2 ... Packaging and Installation ... 36 1.3 ... Deployment Options ... 41 1.4 ... Summary ... 45 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 3.1 ... 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 4.1 ... 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 5.1 ... 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 6.1 ... Anatomy of an Action ... 211 6.2 ... Creating Custom Actions ... 215 6.3 ... Assigning Actions to Business Rules ... 224 6.4 ... Summary ... 227 7.1 ... Finalizing an Auto-Posting Invoice ... 230 7.2 ... Managing Blocking Workflows ... 235 7.3 ... Working with Parked Invoices ... 240 7.4 ... Summary ... 245 8.1 ... 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 9.1 ... 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 10.1 ... 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 11.1 ... 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 12.1 ... 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 13.1 ... 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