Course Description

Summary

This course equips you with the knowledge required to configure your organization’s invoice processing using OpenText Vendor Invoice Management for SAP Solutions.

Overview

This course introduces you to the Baseline configuration for OpenText Vendor Invoice Management (VIM) for SAP Solutions. As an administrator, you have the capability to customize Baseline to meet your organization’s unique needs.

You will use the SAP IMG, the VIM Invoice IMG, and the VIM Foundation IMG to affect how invoices are processed. This will cover the aspects of VIM invoice processing including Inbound Processing, Capture Services, Document Processing, Approvals, and Invoice Exception Processing. You will also learn about the various reports, jobs, and monitoring that are required to support your VIM Invoice Solution.

Upon completion of this course, you should have the confidence to implement and support Vendor Invoice Management for SAP Solutions effectively for invoice automation.

Highlights:

• Architecture and various deployment scenarios
• High level installation steps
• E-invoices, emailed invoices, and other inbound formats
• Customizing the VIM Dashboards
• Leveraging automation
• Configuring for Capture Services
• New approvals (posted and multi-approver)
• Dynamic processing capabilities
• Certification exam preparation

Course Objectives

On completion of this course, you should be able to:

• Prepare for e-invoice processing
• Enable Smart Coding in the Index Screen
• Train a Basic Smart Coding model
• Integrate OpenText Capture Services with VIM Inbound Processing
• Enable custom fields for recognition in Capture Profiles
• Configure Auto Posting
• Use Characteristics and Categories for dynamic processing and compliance requirements
• Create custom VIM Roles
• Receive invoices as email, IDocs, eDocuments, et.al
• Compare, contrast, and configure the various approval strategies
• Customize exception handling
• Dynamically determine DP Document Type
• Create a custom Business Rule
• Leverage the Business Rules Framework for dynamic rule determination
• Locate predefined VIM enhancement points
• Recognize and use various global parameters

Prerequisites

• 1-2101 - Using OpenText Vendor Invoice Management for SAP Solutions: Invoice Automation
• Familiarity with SAP Basis, SAP IMG, or ABAP