OpenText Vendor Invoice Management for SAP Solutions 7.5 SP5 - Configuration Guide English (VIM070500-05-CGD-En-1)

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Vendor Invoice Management
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  OpenText™ Vendor Invoice Managementfor SAP ®  Solutions Configuration Guide The OpenText™ Vendor Invoice Management for SAP ® Solutions Configuration Guide describes the technical aspects ofconfiguring OpenText Vendor Invoice Management (VIM).VIM070500-05-CGD-EN-1  OpenText™ Vendor Invoice Management for SAP  ®   SolutionsConfiguration Guide VIM070500-05-CGD-EN-1Rev.: 19. Oct. 2016 This documentation has been created for software version 7.5 SP5. It is also valid for subsequent software versions as long as no new document version is shipped with the product or ispublished at https://knowledge.opentext.com. Open Text Corporation 275 Frank Tompa Drive, Waterloo, Ontario, Canada, N2L 0A1Tel: +1-519-888-7111Toll Free Canada/USA: 1-800-499-6544 International: +800-4996-5440Fax: +1-519-888-0677Support: https://support.opentext.comFor more information, visit https://www.opentext.com Copyright © 2016 Open Text. All Rights Reserved. Trademarks owned by Open Text. Disclaimer No Warranties and Limitation of LiabilityEvery effort has been made to ensure the accuracy of the features and techniques presented in this publication. However,Open Text Corporation and its affiliates accept no responsibility and offer no warranty whether expressed or implied, for theaccuracy of this publication.  Table of Contents Part 1About Vendor Invoice Management 91About this document ............................................................... 15 1.1Target audience .............................................................................. 151.2Further information sources ............................................................. 16 2Understanding Vendor Invoice Management ....................... 17 2.1Delivery model ................................................................................ 17 2.2Workflow scheme ............................................................................ 19 2.3Process swimlanes ......................................................................... 20 3Preparing the configuration ................................................... 23 Part 2Mandatory configuration 254Configuring ArchiveLink ......................................................... 27 4.1Early Archiving scenario .................................................................. 274.2PDF histor y log scenar io .................................................................. 30 5Roles ......................................................................................... 33 5.1Defining roles .................................................................................. 34 5.2Defining role templates .................................................................... 355.3Assigning templates to roles ............................................................ 395.4Maintaining role deter mination settings ............................................. 41 5.5Maintaining Chart of Authority .......................................................... 44 6Defining rollout criteria for parking and blockingprocesses ................................................................................. 71 6.1Defining rollout criteria for the PO parking process ............................ 71 6.2Defining rollout criteria for the PO blocking process ........................... 74 6.3Defining rollout criteria for the Non PO parking process ..................... 76 Part 3Advanced configuration 797Authorization checks .............................................................. 81 7.1Available authorization checks ......................................................... 817.2Configuring the authorization checks ................................................ 87 7.3Authorization group for VIM tables .................................................... 90 8Incoming document processing ............................................ 91 8.1Business Center Inbound Configuration ............................................ 92 8.2Maintaining channels ....................................................................... 94 8.3Maintaining the VIM field mapping .................................................... 96 OpenText Vendor Invoice Management for SAP Solutions – Configuration GuideiiiVIM070500-05-CGD-EN-1  8.4Connecting using the Document Pipeline .......................................... 998.5EDI configuration ............................................................................ 99 9Document Processing process configuration .................... 117 9.1Configuring DP document types ..................................................... 1209.2Configuring automatic posting ........................................................ 1629.3Processing logic modules .............................................................. 1679.4Business Rule Framework ............................................................. 177 9.5Customizing profiles for the indexing screen ................................... 189 9.6Roles in Document Processing ...................................................... 192 9.7Configuring DP process options ..................................................... 192 9.8Invoice processing plug-ins ............................................................ 206 9.9Extending document data .............................................................. 210 9.10Configuring the process type .......................................................... 211 9.11Configuring indexing line matching ................................................. 217 9.12Additional process configurations ................................................... 226 9.13Configuring global parameters ....................................................... 2319.14Excluding company codes from process types ................................ 2379.15Maintaining additional cost handling ............................................... 2379.16Maintaining the VAT date ............................................................... 247 10PO parking process configuration ....................................... 251 10.1Configuring process options ........................................................... 25310.2Configuring parking reasons .......................................................... 25810.3Configuring global parameters ....................................................... 263 11PO blocking process configuration ..................................... 277 11.1Configuring PO blocking process options ........................................ 28011.2Configuring blocking reasons ......................................................... 28111.3Configuring global parameters ....................................................... 283 12Non PO parking process configuration ............................... 299 12.1Configuring parking reasons (Non PO parking process) ................... 30112.2Configuring global parameters ....................................................... 306 13Invoice Approval .................................................................... 321 13.1Overview ...................................................................................... 321 13.2Configuring the process type .......................................................... 324 13.3Configuring the parking reason ...................................................... 324 13.4Configuring posted approval .......................................................... 327 13.5Implementing Invoice Approval ...................................................... 336 13.6Roles in the IAP process ............................................................... 377 13.7Configuring header based approval ................................................ 383 13.8Configuring level based approval features ...................................... 384 Table of Contents ivOpenText Vendor Invoice Management for SAP Solutions – Configuration GuideVIM070500-05-CGD-EN-1
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