SAP VIM Training (OpenText Vendor Invoice Management)
SAP VIM training teaches you OpenText Vendor Invoice Management, the most widely deployed accounts payable automation solution on SAP.
- 35 hours
- Intermediate
- Live online
What is SAP VIM Training (OpenText Vendor Invoice Management)?
SAP VIM training teaches you OpenText Vendor Invoice Management, the most widely deployed accounts payable automation solution on SAP. You cover the VIM architecture and its Archive and Document Pipeline components, invoice capture with OCR and Business Center, VIM baseline configuration, document processing for PO based and non-PO invoices, exception handling with process types and roles, the chart of authority and approval workflow, invoice posting and parking, blocked and parked invoice handling, duplicate detection, reporting and analytics on AP performance, and the operational routine of an automated AP team.
What you get
- Explain VIM architecture and its place against standard invoice verification
- Configure capture channels and understand OCR extraction
- Set up VIM baseline with document types, process types and roles
- Process PO based invoices with tolerance and variance handling
Who this course is for
New to the field
- Accounts payable staff moving into systems roles
- MM or FI consultants adding AP automation
- Shared service centre process owners
Working professionals
- Teams implementing or upgrading VIM
- Consultants on a finance transformation programme
- Anyone supporting a live VIM landscape
Prerequisites
- SAP MM invoice verification and FI accounts payable knowledge is important.
- AP operations experience is a strong advantage.
What you will be able to do
- Explain VIM architecture and its place against standard invoice verification
- Configure capture channels and understand OCR extraction
- Set up VIM baseline with document types, process types and roles
- Process PO based invoices with tolerance and variance handling
- Configure non-PO coding and approval determination
- Design a chart of authority with approval limits and delegation
- Report on touchless rate, cycle time and exception root causes
Salary range
- India
- 8-28 LPA
- United States
- 110k-155k
Market ranges for SAP VIM Consultant, not a guarantee. Actual pay depends on experience, location and employer.
Curriculum
AP automation and VIM foundations
Understand the process problem before the product.
- The accounts payable problem VIM solves
- Touchless processing and what blocks it
- VIM architecture and components
- OpenText Archive and Document Pipeline
- Business Center and Fiori options
- VIM versus SAP standard invoice verification
- VIM and Concur or Ariba: where each fits
- Scoping a VIM implementation
Capture and OCR
Get invoice data in without typing it.
- Channels: scan, email, EDI, portal
- OCR and extraction concepts
- Validation and training of extraction
- Invoice header and line item capture
- Attachment and archive linkage
- Capture exceptions and manual entry
- Supplier onboarding for e-invoicing
- Measuring capture accuracy honestly
Baseline configuration
Configure the framework everything else sits on.
- VIM baseline and its role
- Document types and document classes
- Process types and their configuration
- Roles and role determination
- Business rules framework
- Determination of company code and plant
- Number ranges and document IDs
- Configuration governance and upgrades
Document processing: PO based invoices
Handle the majority flow.
- PO based invoice processing
- Three way match: PO, goods receipt, invoice
- Quantity and price variance handling
- Tolerance configuration
- Automatic posting conditions
- Parking versus posting
- GR/IR clearing implications
- Achieving genuine touchless rates
Non-PO invoices and coding
Handle the flow that consumes most effort.
- Non-PO invoice processing
- Coding and cost assignment
- Coding templates and defaults
- Cost centre and GL determination
- Tax code determination
- Approval requirement determination
- Recurring invoice handling
- Reducing non-PO volume as a strategy
Exceptions and approval workflow
Route problems to the right person quickly.
- Exception types and their causes
- DP exceptions and their resolution
- Blocked invoice handling
- Chart of authority design
- Approval levels and limits
- Substitution and delegation
- Escalation and ageing
- Workflow reporting and bottleneck analysis
Reporting, operations and improvement
Run AP as a measured process.
- VIM analytics and standard reports
- Touchless rate and first time match
- Cycle time and ageing analysis
- Exception root cause reporting
- Duplicate invoice detection
- Vendor payment terms and discount capture
- Audit and compliance evidence
- Continuous improvement of AP automation
Projects you will build
PO based invoice flow
Configure process types and tolerances, capture a PO invoice, handle a price variance and post it, then measure whether it could have been touchless.
Non-PO with approval
Configure coding defaults and a chart of authority, process a non-PO invoice through two approval levels including a delegation, and post it.
Exception clinic and reporting
Work a mixed exception queue including a duplicate, a blocked invoice and a missing goods receipt, then build a root cause report for AP management.
Tools you will use
- VIM workplace and dashboards
- The AP team's daily working environment for invoices and exceptions.
- Document Pipeline
- The capture and processing chain from scan or email to SAP document.
- Baseline configuration
- Document types, process types, roles and business rules.
- Chart of authority
- Approval limits, hierarchy and delegation.
- Invoice verification integration
- MIRO, parking, blocking and GR/IR clearing behaviour.
- VIM analytics
- Touchless rate, cycle time and exception reporting.
Certification
- Exam
- VIM certification is delivered through OpenText's own certification programme rather than an SAP C_ series exam. We prepare you against the current OpenText VIM learning path and the SAP invoice verification topics that surround it.
What learners say
The exception clinic is the job. Being handed a messy queue and having to diagnose each one is how you actually learn VIM.
Touchless rate is what my board asks about. This course taught me what actually moves it, which is mostly non-PO volume and supplier data.
Chart of authority design was the part I always got wrong. Doing it with delegation and escalation made it click.
Fees and training modes
Choose how you want to learn. No-cost EMI is available on the live and 1-to-1 modes.
Most popular
Live Online Training
Talk to us
Contact for current batch fee
Interactive live batches, weekday or weekend, with the full cohort and lifetime recordings.
Fastest
1-to-1 Training
₹49,000
Fixed for every course, no-cost EMI
Private one-on-one coaching at a pace and schedule you set.
Affordable
Self-paced Training
₹9,000
One-time fee, lowest-cost option
Learn on your own time with recorded sessions and the same materials.
Refunds and cancellations are covered in our refund policy.
What a day looks like
- Exception queue
- The core workload: invoices that did not match, code or approve automatically.
- Blocked invoices
- Payment blocks that need clearing before a payment run, often needing procurement involvement.
- Approval chasing
- Invoices ageing in approval, which is usually a chart of authority or delegation problem.
- Capture quality
- Extraction errors from a particular supplier's layout, and improving them.
- Reporting
- Touchless rate and cycle time for AP management, who are measured on both.
Training a team?
We run this course as private corporate training, tailored to your systems and scheduled around your team. Tell us your group size and what you need to cover.
Request a corporate quoteFrequently asked questions
Is VIM an SAP product?
Do I need MM invoice verification knowledge?
How does VIM compare to Concur Invoice or Ariba?
Which VIM version does this cover?
Is this useful for an AP role rather than consulting?
Is there hands-on access?
Ready to start?
Talk to us about batch dates, the syllabus or anything else.