Business Package for Invoicing Clerk 

Management Summary

This business package is based on the Invoice Management System (IMS), which allows you to process incoming invoices (with and without purchase order reference) on the basis of exceptions.

Business Value

This business package is intended for an invoicing clerk who checks the actual incoming invoices based on internal information (purchase orders, goods receipts and others).

In case of exceptions, IMS can trigger a variety of workflows and other activities including informing suppliers and non-invoice specialist users, that is, purchasers, about potential conflict situations and allowing them to correct invoices using appropriate communication tools, that is, e-mails with interactive forms.

The process of exception handling can be monitored in an appropriate work-center.

Key Features:

• Processing of incoming invoices on top of existing invoice verification
• Automatic mapping against existing documents like purchase orders or receiving documents

§         if no exceptions exist, an automatic posting takes place

§         in case of exceptions, various workflow and monitoring activities will be triggered, including notification of vendors about the existing exception

• Managing of invoices with no reference to other documents
• Assigning of internal approvers and contact persons to confirm correctness of the invoice data
• Vendor invoice information available for SAP Business BI

Business Benefits:

• Lower TCP through reduced manual processing
• Streamlining of invoice verification
• Enhanced insight

Technical Data

Availability	·        SAP Enterprise Portal 7.0 ·        Enterprise Portal Plug-in (PI 2004_1_640 SP5) ·        mySAP SRM 5.0 ·        SAP BI Content 7.0.2 ·        SAP BI XI Content 7.0.2
Browser Recommendation	·        Microsoft Internet Explorer 6.0 or higher ·        Mozilla 1.75 or higher
Languages	·        DE German ·        EN English ·        ES Spanish ·        IT Italian ·        FR French ·        PT Portuguese ·        JA Japanese ·        DA Danish ·        FI Finnish ·        SV Swedish ·        NL Dutch ·        PL Polish ·        RU Russian ·        CS Czech ·        KR Korean ·        ZH Chinese
Data Source	·        mySAP SRM 5.0 or SAP SRM Server 5.5 ·        SAP BI Content 7.0.2

Prerequisites

• SAP SRM Server 5.5 is installed
• Single Sign-On for mySAP SRM 5.0 is configured
• Customizing (in the IMG) has been carried out completely

Constraints

This work center is restricted to exception handling and related functions and does not cover the whole functionality of the role ‘Invoicing Clerk’.