User experience and SAP Invoice Management
Recently, a blog about recent innovations in SAP Vendor Invoice Management (VIM) and SAP Digital content processing was posted on this website. One of these innovations is in the field of SAP Fiori. OpenText offers various Fiori applications to support the Vendor Invoice Management processes and to improve usability.
In this blog we will discuss the various Fiori apps. There are a number of existing Fiori apps that have recently been improved, but also a number of new Fiori apps that have been added to the catalogue. In this blog we will list all available VIM Fiori apps for you.
The following general points can be made about the VIM Fiori apps:
The VIM Fiori apps are provided by OpenText and are not part of the SAP Fiori app catalog.
New Fiori functionalities and Fiori apps are made available with every release and support package of VIM.
Currently there are 9 VIM Fiori apps available. These are apps for both workflow tasks and information provision and intended for different roles and persons in the process.
Confirm Quantity and Price Fiori app
Resolve Invoice Exceptions Fiori app
Enter Cost Assignment Simple Fiori app
Enter Cost Assignment Advanced Fiori app
Approve Invoices Fiori app
Approve Invoices (bulk mode) Fiori app
My Approved Invoices Fiori app
Supplier self-service (Supplier Perspective)
Supplier self-service (Accountant Perspective)
For the 2 power user transactions of accounts payable there are currently 2 Fiori tiles available by default that can be included in the Fiori launchpad.
VIM Analytics SAP GUI for HTML Fiori app
VIM Workplace SAP GUI for HTML Fiori app
New developments are already planned, for example the integration with Fiori MyInbox application and Fiori Notifications.
Vendor Invoice Management on Fiori- Which apps and for which environments?
Confirm Quantity and Price app
The transactional app "Confirm Quantity and Price" allows incoming PO-based invoices to be processed when a payment block is found. The app can be used to resolve underlying issues, such as entering missing goods receipts based on what's on the invoice. The app can also be used to confirm to creditors that goods have been received if goods receipt is not used for this purchase order.
Resolve Invoice Exceptions app
With this app you can answer questions from accounts payable regarding invoices where information is missing. The recipient of this task examines the question or request from the accounts payable department and returns the answer or the missing information. Invoice data, invoice image and attachments are available for review.
Enter cost assignment
There are two variants of the app, a simple and advanced variant. The table shows the differences between these two apps. Both apps only work for non-PO invoices.
Enter Cost Assignment Simple app
This app simplifies the input of cost allocation for DP non-PO invoices. The app has been developed for the allocation of costs for simple invoices, which are, for example, booked on one cost centre or project.
Enter Cost Assignment Advanced app
This app simplifies the input of cost allocation for DP Non-PO and parked Non-PO invoices. This app is designed to support users dealing with simple and complex invoices, similar to OpenText Approval Portal. This app offers an alternative way of cost allocation. The functionality for uploading cost allocations via a template is also available.
Approve Invoices app
The transactional Invoice Approval app makes the approval of an invoice simple and fast. All invoices to be settled, including the relevant details, are clearly presented.
With a simple "Approve" or "Reject" the invoice is immediately processed. In addition, it is possible to forward the invoice to another user. You can also ask a colleague for advice, or agree to partial delivery.
Approve Invoices (bulk mode) app
The "Approve Invoices" bulk mode app is intended for approvals at a higher management level. With this app, multiple invoices can easily be approved or rejected at the same time via the "Quick Button" per invoice line. In addition, it is also possible to view the relevant details for each invoice or supplier.
My Approved Invoices app
The "My Approved Invoices" Fiori app shows information about all the invoices you have worked on as a user. This includes the following actions:
Invoice approved
Financial information entered
Sent for reference
Data entered and invoice approved
Attachment removed
Invoice rejected
Invoice sent to approver
New attachment
Invoice redirected
Comments added.
Supplier self-service
Supplier perspective
This app provides a portal for suppliers to view the status of their invoices. This prevents suppliers from asking time-consuming invoice and payment questions via email or telephone.
Suppliers can view all their invoices with the relevant details, but also the current status and associated documents such as purchase orders.
Through the supplier registration app, suppliers can automatically create an account to use this app.
Accountant perspective
The self-service app accountant perspective can be used by an account manager to view all supplier invoices. Including associated details, status and related documents such as purchase orders.
Webgui for HTML apps
In addition to the 9 SAP Fiori apps available, 2 webgui for HTML applications are also offered. These give a similar look and feel to SAP Fiori and are seamlessly integrated into the fiori launchpad.
VIM Workplace
The existing VIM Workplace transaction is integrated in the SAP Fiori Launchpad and can therefore be opened directly from the launchpad.
VIM Analytics
New Embedded Report "Invoice Analytics"
Optimized analytical report for the complete invoice process with various visual filters. This app seamlessly connects to the standard SAP Fiori Process App, Supplier Invoices App and Supplier Factsheet App. This allows you to click directly from the report to the desired overview screens. This Fiori app is available from VIM 16.3 on S/4HANA.
Embedded Report "Invoice Monitor"
This report provides a list of all invoices in SAP and has the ability to filter and sort on various fields. This report also seamlessly connects to the standard SAP Fiori Process App, Supplier Invoices App and Supplier Factsheet App. This allows you to click directly from the report to the desired overview screens. This Fiori app is available from VIM 16.3 on S/4HANA.
Standard Fiori functionality
SAP CoPilot
The Invoice Approval applications are supported by SAP CoPilot. This is a chatbot integrated in the SAP Fiori Launchpad and gives users a Conversational User Experience. With the SAP CoPilot you can use a chat function to request information about invoices, change an invoice status (e.g. approval) and retrieve specific details of the invoice.
NOTE The above information is based on VIM for ECC version 7.5 SP11 and for S4 version 16.3.5.
More information
For questions or information about the application possibilities of SAP Invoice Management (SIM) or SAP Digital Content Processing within your organization or for questions about SAP Workflow, Fiori or SAP Master Data Governance (MDG), please contact Martijn Wever.
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