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VIM Overview
Rohit Malik
Agenda
VIM Overview
VIM Components
VIM Process View
VIM Flow
VIM Dashboards
Processing Blocks
Process Swimlanes
AP Scenarios using VIM
Delivery Model
Preparing the Configuration
Transactions
Abbreviations
VIM Overview
Term Description
OCR with ICC Optical Character Recognition with Invoice Capture Center. The
component automates the capture of paper invoices by using
OCR to extract invoice data.
Document This component captures invoice metadata, handles suspected
Processing duplicate invoices and collaborates with the other components.
Invoice This component receives a list of invoices to be approved and
Approval codes and approves the invoices.
Approval Portal This is a Java based Approval Portal infrastructure running on
SAP NetWeaver Application Server (Java Stack). It is similar to
the Invoice Approval but has a Web interface.
Mobile Approval This component allows the user to approve invoices on a mobile
devices like iPhone, iPad, Blackberry and android based
mobiles.
Exception This component allows for the handling of exceptions that arise
Handling before the SAP document is created.
VIM VIM Reporting uses various reports to analyze the status of
Reporting/Analy invoices in the SAP system.
tics
VIM Analytics overlooks the invoices in progress in a unified
dashboard.
VIM Components…
Term Description
SAP CRM SSF This component integrates VIM with the SAP CRM SSF
Integration component for the creation of Service Requests from VIM
dashboards. It also provides VIM invoice information in a
Vendor Factsheet inside the Accounting Interaction Center
(AIC).
SAP NetWeaver This component integrates VIM with SAP NetWeaver Business
BI Intelligence Content in order to integrate, transform and
present relevant statistics from the SAO BI component.
VIM Process Overview
Key Data Capture: Now that the invoices are reflected in SAP, it is
time to extract the key data fields from the image. There is a pre-
defined job running in SAP which looks for the notification that an
image has been achieved and is queued in SAP for processing. When a
new invoice is detected, the ICC server is invoked (If ICC is being used)
and the OCR process begins. All fields which are identified during
extraction are saved with the Document Processing document that was
created in the previous step.
VIM Process Overview…
E-Invoice SM
TP
Int
erf
ace
E-mail
Server
OAWD
Enterprise
Scan
Paper Scanner
Invoice
VIM Flow…
Indexer populates
ge
I ma Key fields
ive Manual Indexing
r ch
A
Archive
Image
Updates to DP
Ar Document
ch
iv
e
Im
Archive Server ag
SAP/VIM e SAP/VIM
Archive
Image
AP Processors
DP Document
Archive Server SAP/VIM Submitted for
Approval
SAP/VIM
SAP FI
Document
Approver
SAP/VIM
Document posted in SAP
VIM Dashboards
VIM Dashboards
DP Dashboards: includes the indexing screen, is the user interface
for the DP Workflow. This can be accessed from SAP Business
Workplace, Integrated Invoice Cockpit and from the VIM Workplace.
VIM Invoice Exception Dashboard: is the user interface for
processing documents through the Invoice Exception processes. This
can be accessed from SAP Business Workplace or Integrated Invoice
Cockpit.
OpenText Unified Dashboard: a standard and unified dashboard
for all invoices.
OpenText Approval Portal: a web-interface for approving invocies.
VIM Dashboards…
PO parking processing
For handling parked PO invoices
PO blocking processing
For handling blocked PO invoices
Invoice Approval
For approving and coding invoices
Process Swimlanes
Process Swimlanes…
The typical steps for processing a Non PO-based invoice into SAP with
VIM are as follows:
The documents are sorted in the mailroom.
The documents are scanned with a scanning device.
The documents are archived to an Archive Server.
OCR is performed on the documents in order to capture metadata,
validate metadata, and release to SAP.
A duplicate check is performed against the document.
The validity of the tax code is checked.
The validity of the vendor is checked.
Coding of the accounting details is done.
The invoice is approved.
The document is posted in SAP.
2. Processing a PO-based e-invoice with VIM
2. Processing a PO-based e-invoice with VIM
Codes Description
/OPT/SPRO VIM Configuration
/OPT/VIM VIM Menu
/OPT/VIM_IIC Integrated Invoice Cockpit
/OPT/VIM_WP VIM Workplace
SBWP SAP Business Workplace
/OPT/VIM_ANALYTICS VIM Analytics
/OPT/VIM_SUMM Summary Report
/OPT/VAN_LIABILITY Current Liability Report
/OPT/VIM_AGING Aging Report
/OPT/VIM_EXCP1 Exception Analysis Report
/OPT/VIM_KPA1 Key Process Analytics Report
/OPT/VIM_AUDIT Central Audit Report
/OPT/VIM_PROD1 Productivity Report
/OPT/VIM_7CX1_DIS
/OPT/VIM_LICENSE
/OPT/REMINDER
Transaction Codes…
Codes Description
/OPT/CP_9CX5 Create Role
/OPT/CP_9CX2 Create Role Template
/OPT/CP_9CX2 Assign Template to Roles
/OPT/CP_9CX4 Role Determination Settings
/OPT/VIM_7CX1 Maintain Old Chart of Authority (COA)
/OPT/VIM_APPR_COA Maintain Chart of Authority
OAC2 Create Document Type
OAC3 Link SAP Object, Document Type and Logical Archive
OAD2 Create Document Class
OAD5 Create Document Type using Wizard
PFTS Task Agent Assignment
OAWS Maintain Archiving Pre-settings
OAWD Store Documents
/OPT/VIM_1CX1 Create new DP Document Type
/OPT/VIM_8CX1 Create new Process Type
/OPT/VIM_9CX1 Maintain BDC Procedure for DP
Transaction Codes…
Codes Description
/OPT/VIM_1CX12 Global Configuration Parameters for DP
/OPT/VIM_1CX7 Configure Re-Scan reasons
/OPT/VIM_1CX8 Configure Obsolete reasons
/OPT/VIM_1CX19 Check VIM Installation
/OPT/VIM_VALROL_CFG Configure Channels
/OPT/VIM_7AX8 ICC Monitoring Tool
/OPT/VIM_7AX7 OCR Test Tool
/OPT/VIM_IMG421 Configure Rejection reasons
/OPT/VIM_IMG412 Configure Resubmit for Approval
/OPT/VIM_IMG241 Event Linkage for PO Parking Invoice Processing
Abbreviations
Abbreviation Description
VIM Vendor Invoice Management
SIM SAP Invoice Management Solution by OpenText
OCR Optical Character Recognition
ICC Invoice Capture Center
IIC Integrated Invoice Cockpit
DP Document Processing
IAP Invoice Approval
COA Chart of Authority
TOA Table of Optical Archiving (Archiving tables in db)
ALV SAP List Viewer
BDC Batch Data Communication
SAINT SAP Add-on Installation Tool
SPAM Support Package Manager in SAP
SSF Shared Service Framework
AIC Accounting Interaction Center
Abbreviations…
Abbreviation Description
KPI Key Performance Indicator