Invoice management

Dear all,
I'm looking into a solution for processing incoming invoice automatically and getting the invoices approved via an SAP workflow
The solution I'm looking into is called invoice management by open text.
The solution entails scanning of incoming invoices via OCR (optical character recognition) where the info is triggered automatically from the scanned invoices so that no manual entry is needed anymore and the invoice is send for approval via an SAP workflow
I have looked for suppliers that are offering a scanning solution and the best supplier I have found so far is Open Text.
They are an official SAP partner that is offering an invoice management solution.
We will invite Open Text at our office to give a demo about their solution.
To make the best decision if the supplier can meet our needs I would like to prepare some questions for them.
Does anyone of you has experience with automated invoice processing by scanning invoices (or invoices via EDI) that are then send via an SAP workflow.
I would like to perapre the requirements using below criteria.
I would really appreciate if someone can give me some guidelines on the type of questions using below criteria
Must have: e.g. guidance from the supplier during a first implementation etc etc
Should have:
Could have:
Won't have:
Kind regards,
Latifa

Dear all,
I'm interested in this as well.
I hope somebody knows the answers?
Kind regards

Similar Messages

Invoice Management Invoice with reference to a PO

Hi,
I´m working with Invoice Management. I know that an invoice could be procesed with reference to a PO, but is it possible to do so with reference to many PO documents??????? Is it possible refers that Invoice to many POs without take all the items in the POs???????
And the last question, Is it possible to specify the a tax indicator per position??????
Thanks

> Can any one guide me how to create a PR with reference to a PO?
PR Cannot be Created with Reference to PO. Further it can be Created referring PR.
Copying Purchase Requisitions or Requisition Items
When processing purchase requisitions, you can reduce your data entry effort by simply adopting or copying data from other requisitions.
Features
You can copy individual items or complete requisitions from the document overview into the requisition you are currently processing.
Procedure
To adopt items in a purchase requisition, you can either select the desired requisition in the document overview and adopt it in the current requisition in the right-hand part of the screen using the Adopt button, or you can drag it into the item overview using the left-hand mouse button.
A prerequisite is that the relevant documents can be displayed in the document overview.
How to set up the document overview display is described in How do You Create a Variant?
Example
Copying purchase requisitions
Prerequisites
To be able to copy complete requisitions, you must set up the document overview in such a way that the requisitions are initially sorted by number and the item data can be displayed below the document number.
In this case, the document overview might have the following structure:
Purchase requisition
'->Item Material
1000000012
'-> 010 Screw 07
1000000013
'-> 010 Steel 09
'-> 020 Zinc sheet 03
Activities
To insert the data in the current requisition, select the desired requisition in the document overview and click the Adopt symbol.
Note
If you know the requisition and the item, you can also enter them directly in the item overview (Reference requisition and Reference item fields).
Use SDN Search

PAYMENT PROCESS TO SUPPLIERS WITH SAP VENDOR INVOICE MANAGEMENT BY OPENTEXT

Hello gurus i am trying to send and write data from sap process integration to SAP vendor invoice management by OPENTEXT ,
the overall steps im trying are:
FUNCTION:
ARCHIVOBJECT_CREATE_FILE (ARC_DOC_ID)
ARCHIVE_CONNECTION INSERT (XML bound ARCDOC_ID)
/OPT/_VIM_START DOCPROCESS (VIM PROCESS INITIALIZATION)
here i expect that vim could fill the following tables:
OPT/VIM_1HEAD
OPT/VIM_ITEM
I realized some data is generated by example:
DOCID
DOCTYPE
AR_OBJECT
but the following fields are not filled for instance:
VBLN
LIFNR
....etc...
¿What kind of test / action/ SAP VIM configuration / development could i try in order to get the correct excution of vim process????
Regards!!!
Edited by: NWrscr on Aug 20, 2011 8:52 PM

Hi,
I did something similar and what I did is use the FM /OPT/VIM_START_DOC_PROCESS_EXT. The parameters I used are: ARCHIV_ID
ARCHIV_DOC_ID
CHANNEL_ID
EXTDATA_HEAD
EXTDATA_ITEM
IMG_DOC_ID
The extdata tabels are used for the "OCR" data. So you should connect to an OCR scenario and have the mapping done for OCR. If you don't have invoice data nothing will or can be filled off course.
Regards,
Martin

Integration SUS with SAP Invoice Management

Hi,
We are implementing the SUS portal (Supplier Self-Service) of SRM, together with SAP Invoice Management by OpenText. When you create an invoice in the SUS portal, it is send to the backend (ECC) as an IDoc of type INVOIC01.
We can read this IDoc into SAP Invoice Management (SIM), through the IDoc interface, for which we have mapped the data fields in the configuration of SIM. This works fine for most of the fields, but we have difficulties with two fields.
The SUS portal seems to put the ISO code of the unit of measurement (UOM) in the IDoc, but SIM expects the internal SAP UOM code. Similarly, the Service Entry Sheet number in the IDoc is only the external reference number, and not the internal SES number (which SIM needs).
Is there any way to configure these fields (either in SUS or SIM), without having to make a conversion function module? I ask this question, because my client is really hesitant when requesting to make a development....
Many thanks in advance for any suggestions that you make!
Kind regards, Paul

Hi Paul,
If there is no way to change it in SUS (which I don't know as I don't know SUS), then I don't think there is an option other than using a own development for the conversion. Either using a conversion function module or using a custom business rule which does the conversion.
Do you use the standard delivered function module /OPT/DP_INBOUND_IDOC_PROC as the processing FM? If not, maybe you could do the conversion in the processing FM (provided you already use a custom processor).
Regards,
Martin

Invoice management system in SRM 7.0

Dear Experts,
I get to know that SAP is no longer developing the invoice management system from SRM 7.0. In fact they have partnered with open text to provide the IMS exception processing functionality plus additional OCR capabilities.
Does SAP in a way recommend customers planning to upgrade to SRM 7.0 to do away with IMS? could you please share your knowledge on it?
Thanks a lot in advance,
Ranjan

Hi Schuffelen,
I have a quick question for you - what are the roles you assigned to the user with IMS.. in the Portal and in SRM 7.0?
I have assigned the portal role "com.sap.pct.srm.core.ro_invoicer" and the SRM role "/SAPSRM/ACCOUNTANT" to the user.
When you say Invoicing in IMS, do you mean that you are able to create Invoices with enhanced functionality, like, being able to change the document type, creating one-time vendor invoices etc (as mentioned in the link below)
http://help.sap.com/saphelp_srm50/helpdata/en/42/dc00a78d23162fe10000000a1553f7/frameset.htm
Any quick help is highly appreciated.
Sai
Edited by: SNR on Jul 19, 2010 4:44 AM

PROCESS INTEGRATION DATA SENDING TO OPENTEXT VENDOR INVOICE MANAGEMENT

Hello gurus i am trying to send and write data from sap process integration to SAP vendor invoice management by OPENTEXT ,
the overall steps im trying are:
FUNCTION:
ARCHIVOBJECT_CREATE_FILE (ARC_DOC_ID)
ARCHIVE_CONNECTION INSERT (XML bound ARCDOC_ID)
/OPT/_VIM_START DOCPROCESS (VIM PROCESS INITIALIZATION)
here i expect that vim could fill the following tables:
OPT/VIM_1HEAD
OPT/VIM_ITEM
I realized some data is generated by example:
DOCID
DOCTYPE
AR_OBJECT
but the following fields are not filled for instance:
VBLN
LIFNR
....etc...
¿What kind of test / action/ SAP VIM configuration / development could i try in order to get the correct excution of vim process????
Regards!!!

Hi,
As you also posted this in the MM forum I will give the same answer here.
I did something similar and what I did is use the FM /OPT/VIM_START_DOC_PROCESS_EXT. The parameters I used are: ARCHIV_ID
ARCHIV_DOC_ID
CHANNEL_ID
EXTDATA_HEAD
EXTDATA_ITEM
IMG_DOC_ID
The extdata tabels are used for the "OCR" data. So you should connect to an OCR scenario and have the mapping done for OCR. If you don't have invoice data nothing will or can be filled off course.
Regards,
Martin

Vendor invoice Management (VIM)

I am trying to learn VIM, can someone please explain briefly what is Vendor invoice managment (VIM) what are the Tcodes and the process flow.
Thanks in advance.

I have very limited knowledge info on this topic, still.
Vendor Invoice Management used for processing incoming vendor invoices. Process involves scanning of incoming invoices ( PO as well as Non-PO based ), checks/validations and posting the invoices either with approval process or directly.
It is also referred as Opentext VIM.
refer links for information/understanding:
Vim embedded into abap editor
[Courses & Workshops on Vendor Invoice Management (VIM)|http://www.opentext.com/training/coursedetails.html?id=1644]
Thanks & Regards
JP

Open Text Invoice Management and Document Access

Our client wants to implement/integrate the open text management in SAP ERP for a procure to pay project for AP. Can someone suggest a training course to learn about this integration?
Please explain how the open text works with SAP and any good documentation would help.

OpenText offers several courses on the Invoice Management, Invoice Capture Center and Document Access Solutions. Information on the schedule and location for the courses for these and other SAP Solutions is available on the OpenText web site:
Business Users
251 Vendor Invoice Management (VIM) for SAP® Business Users
Administrators
250 Vendor Invoice Management (VIM) for SAP® Solutions Consultant Bootcamp
252 Vendor Invoice Management (VIM) for SAP® System Administration
261 OpenText Invoice Capture Center (ICC) Consultant Bootcamp
760 Document Archiving for SAP® Solutions: Customizing SAP ArchiveLink
764 Data Archiving for SAP® Solutions: Customizing
766 SAP® Workflow Customizing
768 Archiving for SAP® Solutions: Consulting
769 SAP® Archiving Bootcamp Training Program
769 SAP® Archiving Bootcamp Training Program - Virtual - Part 1
769 SAP® Archiving Bootcamp Training Program - Virtual - Part 2
770 DocuLink for SAP® Solutions: Customizing
777 OpenText Extended ECM for SAP® Solutions
778 OpenText EFM for SAP® Solutions u2013 Consultant Bootcamp
Documentation is available in the OpenText Knowledge Center (Registration required):
Vendor Invoice Management 5.2
Invoice Capture Center 5.2 SP5
Archiving and Document Access 9.8
OpenText also offers a Supplier Information Management Solution that your client may find interesting.

Vendor Invoice Management & Invoice Capture Center Recognition

Hi,
Can anyone provide the document links or basic training material of the Vendor Invoice Management(VIM) & Invoice Capture Center Recognition(ICCR) ?
Thanx in advance

You do realise you are asking for copyrighted material?
Regards,
Martin

SRM Invoice management: Triggering issue : exception u201C105: suspected duplic

Dear all,
We note that IDs fall exception 105 "suspected duplicates" when no other existing ID in the system admits the same characteristics as these.
1/ T code: /N/OPT/VIM_1CX5
2/ This group detects a duplicate if Ids were the same:
-     Date
-     Company
-     Amount
-     Vendor
-     Invoice reference
> we care to control that in the type of document posted on the ID, this exception (105 suspected duplicates) is provided
3/ T code: /N/OPT/VIM_1CX1
For example, if the type do document is u201C2 Invoices ordering goodsu201D, we note that this exception is well planned
*so this bug is random.*
Could you help us to solve it?
regards,
Julien

Hi Julien,
First of all you are in the wrong forum here. You are talking about SRM Invoice Management in your subject, but you are describing SAP Invoice Management (an add-on by Open Text).
When the exception for suspected duplicate arisdes it triggers a workitem in someone's inbox. When opening the workitem it shows the invoices for which this could be a duplicate in a list at the bottom of the screen. This should give some insight.
You describe exception 105 which is for PO related invoices, and normally in the check the PO number is also included but not according to the fields you mention.
Furthermore your description is not clear at all. Why do you say the bug (up to now I don't see a bug in what you describe) is random?
Regards,
Martin

Invoice management Hold from payment all invoices

Hi,
When creating a new vendor/supplier site we get a Hold on all payments for the new supplier site.
When you go to tab Inoive Management we see that the Hold is placed on the new site by All Invoices. In the Payment Hold Reason it says "Must be approved".
We don't know if someone changed some settings, but which setting(s) are causing this behaviour?
I already checked the payables options etc. but I can't find any settings about this.
Does somebody know this?
Greets

Hi,
Please provide your OS, DB and Application environment details.
Please check your settings on (r12)
Payables > Payables options > Approval tab > Approval processing sequence
Best Regards,

ITunes invoice management sofware for mac and iPhone

hy all
I'm looking for a management software for mac/iphone. I would like to save my iTunes invoices somehow. I can't print my iTunes invoices, I would like to organize them. I need some kind of app or something for management. Can anybody help me? I'm looking for my problem for a while...and I can't belive I'm the only one in this world who want to organize the iTunes Invoices.
Regards
(sorry for my english, not perfect)

What do you mean by "manage" them? Manage them how? The receipts are just email messages which can be saved out to a text file and from there they are just normal documents. You're going to need to be more explict as to what you wish to accomplish with this "management" before anyone will be able to offer much in the way of useful suggestions.
Regards.

Query on Invoice Management System

Hay SRM Experts,
Is there anyone who can help me creating Invoices in SRM IMS for R/3 Scheduling Agreements. I am able to access the R/3 POs while Creating Invoices in SRM but scheduling agreements do not come over to SRM when I search for any Scheduling Agreement for Invoicing.
Do I need to modify the search which brings POs from R/3 to SRM or is it at all not possible to create Invoices in SRM IMS for R/3 Scheduling Agreements
Thanks in Advance.
Regards
Virender

Kindly make sure that all the settings for SUS-MM are maintained for SA to work like maintaing message types etc. If the all the relevent settings are proper then only the SA releases will be reflected in SUS and follow on documents can be created.
Best Regards,
Rajendra

How to check if a user fills a header text in billing invoice

Hi everybody and thanks in advance.
My consultant wants to oblige all users to fill a header text when they create the billing invoice (vf01).
I was looking for several user exits when I can manage this requisite.
My problem is that when the user creates the invoice and push save button, I try to look for in the table STXH if the user created the header text. But I have not found anything, because the invoice has not created yet.
Only when the billing invoice has saved, the header text is stored in the table STXH.
I has been trying to find a structure wich contains the header data like xvbrk contains the data about type of invoice, etc.
I have studied this user exits:
userexit_number_range (module pool saplv60A, program rv60afzz)
userexit_account_prep_komkcv (same module)
userexit_account_prep_kompcv (same module)
userexit_fill_vbrk_vbrp (same module)
v60A0001 (Customer functions in the billing document).
My question is: In which structure is the header text of billing invoice manage before push the save button?
If I knew where it is, I could manage the data and check if the user filled the header text.
Thank you very much, and sorry for my pour English.

David,
Place this code into USEREXIT_NUMBER_RANGE:
DATA: CATALOG LIKE TCATALOG OCCURS 0 WITH HEADER LINE,
      MEMORY_ID(30).
data: c_MEMORY_ID(30) VALUE 'SAPLSTXD'.
DATA l_head type THEAD.
DATA wa_head type THEAD.
data: l_lines type table of TLine.
data: l_line type TLine.
DATA l_CATALOG type TCATALOG.
IMPORT CATALOG FROM MEMORY ID 'SAPLSTXD'.
loop at catalog into l_catalog.
   if l_catalog-IS_REFTEXT is initial
   and l_catalog-keep is initial.
     concatenate c_memory_id l_catalog-id into memory_id.
     import thead to l_head
            tline to l_lines
       from memory id memory_id.
     loop at l_lines into l_line.
       message i000(zz) with l_line-TDLINE.
     endloop.
   endif.
endloop.
It will expose the text entered into the text ids in a message box (for now). You will want to replace the MESSAGE statement with your own logic.
You may also need to change the message numver/class from ZZ - as seen here "message i000(zz) with l_line-TDLINE." with an appropriate message on your system.
DON'T forget those points.

Invoicing: monitor Credit Memo and Invoicing posts

Hello,
Looking for an Invoice Management System expert. I would like to know the following two things.
1. On posting an 'incomming invoice' (with reference to a PO) in SRM this Invoice will be replicated to the R/3 back-end system. The back-end will and should use this invoice to follow-up the financial administrative process, how do they go about on this. The purchase order and Invoice will be posted to f.e. G/L 'Sources, with tax 19%'. What transaction do financial administrators use to book/post bank/liquid asset changes against these invoices?
2. Up on creating a credit memo, for example for 1 of the 2 line items that wern't delivered but where initially invoiced, do we need to create a Credit Memo in SRM with negative amounts or does the Credit Memo with positive amounts suffice (it will always be used as credit, positive doesn't mean it's debit)?
Kind regards,
Tim

Hello,
Subsequent Debit and Credits
After an Invoice is successfully posted and the transaction is completed, Vendor approaches with additional amount invoice or correction in Invoice.You would like to post this additional invoice with reference to the original PO and item. Subsequent Debit / Credit functionality allows you to capture this difference without canceling original invoice.
Please check this link
http://help.sap.com/erp2005_ehp_03/helpdata/EN/a8/b99890452b11d189430000e829fbbd/frameset.htm
Regards,
Shailesh

Invoice management

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