SAPSHARKS
VIM Configuration checklist
Helps reduce configuration errors
Prepared by SAPSHARKS
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SAPSHARKS
Learn Niche SAP courses
SAPSHARKS helps amazing people like you learn niche SAP
modules. Vendor Invoice Management(VIM) is a module that is
becoming very popular with most SAP companies. This checklist will
help you to keep a track of your configuration steps.
SAPSHARKS
Feel free to reach out with questions info@sapsharks.com
Keep an eye on for more VIM resources in your email over the next few days.
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SAPSHARKS
VIM Configuration Checklist
DP Document type-General Settings
▢ Enter the number range that this document type is assigned to
▢ Enter the Default Archive document type
▢ The default process type that this document type goes to The
posting role that will be used
DP document type-document processes
▢ Create the document process
▢ Assign a BDC transaction ID
▢ Specify the order in which the process type is picked up
▢ Assign a function module, field check etc to each step
Index screen
▢ Assign the process type to a role
▢ Define the list of fields that show up on the header
▢ Define the list of Item Category fields that will show up
Document type determination process
▢ Create a document type determination procedure
▢ A i i d
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SAPSHARKS
VIM Configuration Checklist
Process Types
▢ Maintain process types
▢ Assign the process type to an initial role
▢ Assign the list of process options that are linked to the process
type
Process options
▢ Maintain Process options
▢ Assign a BDC configuration ID or a whatever is applicable to it
BDC configuration ID
▢ Create a BDC configuration ID
▢ Assign the screens to it
▢ Link it to a process option
Misc configuration
▢ Maintain Rescan reasons
▢ Maintain Obsolete reasons
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SAPSHARKS
Non PO and PO based configuration
Non PO based configuration
▢ Specify the company codes, document types and plants for Non
PO based config
▢ Assign event linkage for workflow triggers
▢ Define a Parking reason
▢ Define Process options for Parking
PO based configuration-Parking
▢ Specify the company codes, document types and plants for Non
PO based config
▢ Assign event linkage for workflow triggers
▢ Define a Parking reason
▢ Define Process options for Parking
PO based configuration- blocked config
▢ Specify the company codes, document types and plants for Non
PO based config
▢ Assign event linkage for workflow triggers
▢ Define Blocking reasons
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SAPSHARKS
VIM configuration checklist
Posted Approval
▢ Create a process type for posted approval doc type
▢ Assign the doc type to a default process type
▢ Activate it
More config
▢ Create a process type for block reason
▢ Create a process type for park reason
▢ Activate the start immediately checkbox
General configuration
▢ Maintain Channels from which you will receive invoices
▢ Maintain field mapping of OCR to SAP fields for this channel
▢ Create processing Ids
▢ link the processing ids to a module id
▢ Maintain number ranges for DP documents
▢ Maintain duplicate check procedures
▢ Assign the duplicate check procedure id to a document type
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