Prelim. Invoice Posting: Simulate Incoming Fax Using ArchiveLink 

Use

In this section we will simulate an incoming faxed invoice and/or scanned image. The invoice is assigned to a document type which links it to an SAP Business workflow process - in this case the SAP Business Workflow for preliminary posting. The incoming image will automatically be routed to the data entry clerk for initial entry as an invoice into the system.

This procedure assumes that the ArchiveLink functionality is available and that the corresponding customizing functions for ArchiveLink have been completed.

Procedure

If the Archive Link functionality is not available, you can enter the invoice data manually without workflow and skip the first processing section. Log on to your IDES system as user WF- FI-C , password WELCOME , language EN . Call the transaction as follows:

Menu Path

Accounting ® Financial Accounting ® Accounts Payable ® Posting ® Preliminary Posting of Invoice

Transaction Code

F-63

Continue with step 7 of the section Preliminary Posting of an Incoming Faxed Invoice.
  1. In this section we will simulate the receipt of our fax. Log on to the IDES system with your normal user.
  2. Call up the transaction as follows:
    3.

    Menu Path

    Office ® Workplace ® Shared folders

    Transaction Code

    SBWP

    There is a scanned document already stored in this folder which we will use to simulate our incoming fax.

  3. Choose the " +" before the AL:DOCS folder.
  4. Double-click on the FI folder.
  5. Select the document HTG Component 3-level.
  6. Press the right-hand mouse key and choose Execute.

    7. An incoming fax/scanned image is simulated. You can display this sample document with the ArchiveLink display function.

  7. Behind the Archive Link dialog box there is another dialog box called which proposes the document type FIIINVPREL.

    8. Choose to confirm the proposal.

    The Workflow now routes the invoice to the invoice data entry clerk (in this case WF-FI-C) responsible for preliminary posting of incoming invoices.

  8. ArchiveLink is still displayed in the background. Choose File ® Exit to close the ArchiveLink dialog box. ArchiveLink closes.
  9. Choose .