“sap sim: unforeseen challenges implementing an invoice...
TRANSCRIPT
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“SAP SIM: Unforeseen challengesimplementing an invoice workflow”JEROEN LEIDELMEIJER – UNIVERSITY OF AMSTERDAM
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This presentation
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
Introduction Technical details SIM Approver table SAP Organizational changes Biggest challenges / key learning-points Future plans
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Facts and Figures
University of Amsterdam (UvA) Hogeschool van Amsterdam (HvA)Employees 5.000 3.500Students 31.000 48.000Invoices 50.000 30.000
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
Project SIM in 2015: UvA goes from a custom invoice workflow (since 2008) to a new invoice workflow SAP VIM (SIM)
HvA: uses Basware as an invoice management workflow
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Business case
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
Outdated invoice workflow (operating since 2006) It still worked, but very unstable
No possibilities for technical changes because of instability Need for more reporting options Preference for SAP standard workflow Optimizing the invoice management processes Need for a future-proof solution
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3 Process Flows
Non-PO Invoiceparking Approval
PO Invoiceposting
3-way match
Real estate(PO)
Invoiceparking Approval
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
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Invoice Scanning & Recognition
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
Digital invoices (pdf)
CORSA (archiving) OCR in CORSA
SAP release scriptSAP VIM Workplace(accouts payable)
Physicalinvoices
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Non-PO flow
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
SAP VIM Workplace(accounts payable)
Check OCR data
Park document
Approvalneeded
Invoiceis OK
Invoicepostedin SAP
Invoice is not OK
SAP VIM Workplace(accounts payable)
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Approver portal
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
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PO flow
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
SAP VIM Workplace(accounts payable)
Check OCR data
Post document with blocks
3-way match
Matching is OK
Blocks deleted
Price- or quantity
difference
Purchasingteam
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Real Estate flow
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
Normal PO’s GR indicator ON Real Estate PO’s GR indicator OFF
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Approver Table in SAP
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
Custom table in SAP (name = zbudgethoudertabel) Different roles defined:
CP: Contact Person authorization: € 0,00
FC: Factuur Controleur authorization
Next approver chosen by Euro amount Ask colleague for information - send to any approver in the table Set replacement during holidays
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Approver Table in SAP (example)
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
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Organizational changes
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
Accounts payable getting used to new workflow process Not really open to change, didn’t see the need for it
Little tricks in the old workflow that don’t work anymore
Approver portal was getting a lot of discussion Layout, different tabs, where to find all the info
Real estate process is a ‘special’ process that didn’t fit SIM Years of doing things their own way gave problems
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Biggest challenges / key learning-points
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
Discussion posting / parking of invoices Inform ALL stakeholders early on
Approvers, financial controllers, accounts payable Demo’s, involvement in decision-making, inform about progress
Accounts payable process is key Make sure there’s support from the beginning Training and appointing key-users from the start
Approvers will get used to the new layout but they will complain a lot Make it as simple as possible
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Future plans
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
SAP UvA
SAP HvA
1 SAP (UvA&HvA)
Project SAMEN1 Finance Integrating 2 separate SAP-systems UvA SAP is the target system HvA implements a new invoice
management workflow Basware SAP VIM
Aligning processes Live 1-1-2017
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Any questions?
Jeroen Leidelmeijer - University of Amsterdam – HERUG 2016 Duke University
Contact: [email protected]