Vendor Invoice Management -

What’s new in EP5?

Overview for sales, presales and partners

November 2, 2018 | Matthias Nießen

Summary – What is EP5?

For ECC: VIM 7.5SP8 For S/4HANA: VIM 16.3.2

• Support S/4HANA 1809*

• Enhancements for VIM „simple mode“

Shared components („classic mode“)

• Additional functionality: • Compliance:
• Processing of order confirmations and delivery notes** • Chart of authority clean-up program
• Simple e-mail based approval • Tool to delete vendor specific details

• Fiori: • Infrastructure:
• New apps: Bulk approvals; My processed invoices • Use Information Extraction Service for new and existing
• New features: Upload attachments; deployment on SAP document types**
Cloud Platform • VIM Business Warehouse add-on released for SAP
BW/4HANA
*Premium Qualification pending
**OpenText direct sales only at the moment

OpenText Confidential. ©2018 All Rights Reserved. 2

Strategic imperatives
• Work end-to-end
• A significant simplification of the sales cycle
with a simple bill of material: VIM and IES
allow the optimization of the complete order-
to-pay process.
• Simplify greenfield implementations with
„VIM simple mode“

• Drive excellence
• The new Information Extraction Service
combines the ICC knowledge base with
machine learning based on corrections made
during validation and final posting.
• Add more self-service and usability to Fiori
apps.

• Be compliant
• Meet GDPR mandates.

OpenText Confidential. ©2018 All Rights Reserved. 3

The scope per topic
Improvements
FIORI and Cloud IES Integration
• Function Module Exit that can decide if
tax has to be calculated on Unplanned • VIM Fiori Apps Cleanup Program (VIMI- • Integration with Information Extraction
Delivery Costs (VIMI-19434) 17860) Service (VIMI-21687)
• COA - Creating a new approver -
Warning message when email address
• Fiori Supplier Self Service Portal:
already used by a disabled user(VIMI-
Download Supplier Invoices in xls
19590)
format (VIMI-21258)
• Possibility to use substitution profile S/4 HANA and
when maintain substitutions in Ariba
VIM(VIMI-20808) • On-Premise Mobile Approval Portal as
a Tile on Fiori Launchpad (VIMI-21365)
• /ORS/UMREASSIGNED should
consider given authorizations for user's • Support of Ariba Cloud Integration
company code (VIMI-21166) • 3S User Registration and Fiori App on (VIMI-21327)
• Warning on header level action in SAP Cloud Platform (VIMI-21899)
blocked Workflow (VIMI-21259)
• Add last user into the process history of • Fiori: Full-screen view VIM Approvals -
the blocked invoice header level Bulk Mode (VIMI-20719) Analytics
dashboard (VIMI-21260)
• Invoice Reversal and Re-posted • FIORI Apps: In delegations, Name/ID of
document to be connected back to the • BW4HANA Add-On
'original' WI owner should be displayed
original DP. (VIMI-19273) together with "On Behalf" (VIMI-18996)
• Business Center Workplace now
supports authorizations like the VIM
Workplace (VIMI-21170)
• Usability improvement for search in
history (VIMI-21157)

OpenText Confidential. ©2018 All Rights Reserved. 4

Extend the scope of VIM

One solution for order-to-pay:
• Order confirmations include
extremely valuable details:
• Price and quantity changes
• Delivery dates
You no longer need to talk about two
products – it‘s all included in VIM –
just counted as additional
documents/transactions.

• Goods receipts are frequently

posted late – resulting in invoice
exceptions and wrong stock levels
Manual capture is too expensive –
but automation through VIM allows
significant operational improvements.

OpenText Confidential. ©2018 All Rights Reserved. 5

Success rate with machine learning
Manufacturing company automates order confirmation processing

• German manufacturing company

• Paper, email, and fax sales order confirmations

from vendors

• 4,500 documents per month, on average 2-3

pages

• Objective: Maximize number of documents without

manual validation

• Success rate: from around 30% (week 1) to

90% (week 5)

• Business rules optimization – Automate based on

OCR fields + matching with PO details from SAP

OpenText Confidential. ©2018 All Rights Reserved. 6

Start simple with VIM „simple mode“

Target customers:
• Net new S/4HANA customers
• Roll-outs to new company codes
Key benefits:
• Intuitive user experince based on
SAP Fiori
• Simple key user configuration
• Short implementation time

OpenText Confidential. ©2018 All Rights Reserved. 7

VIM „simple mode“: Key user configuration in Fiori

Company Code Settings

Invoice Profile Settings

Vendor settings and auto-coding

OpenText Confidential. ©2018 All Rights Reserved. 8

Significantly improve OCR quality

• The combination of our patent-

pending machine learning algorithms
with the knowledgebase allows high
recognition rates based on few invoice
samples
• IES is configured in SAP (IMG) only.
No customizing client or ART training
database is required.
• IES also includes ICC and customers
can mix and match – based on
requirements: Use ICC for some
countries or document types and IES
for all others.

OpenText Confidential. ©2018 All Rights Reserved. 9

Drive excellence: Simplify approvals

1. New „bulk approval“ 2. Simple e-mail based approval

OpenText Confidential. ©2018 All Rights Reserved. 10

Drive excellence: Provide more self-service

• New Fiori application „My Approved Invoices“ provides full transparency

about all invoices approved or rejected in the past

OpenText Confidential. ©2018 All Rights Reserved. 11

Intuitive filtering on processed invoices

OpenText Confidential. ©2018 All Rights Reserved. 12

Stay compliant in the age of GDPR

Minimize exposure to data privacy

threats
1. Delete or erase personal data
from the chart of authority (for
example when employees leave)
2. Delete vendor specifics from VIM
Analytics and Supplier self-
service

OpenText Confidential. ©2018 All Rights Reserved. 13

Thank you

twitter.com/opentext

linkedin.com/company/opentext

opentext.com
OpenText Confidential. ©2018 All Rights Reserved. 14