SAPSHARKS

VIM Configuration checklist

Helps reduce configuration errors  

Prepared by SAPSHARKS

www.sapsharks.com
info@sapsharks.com
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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.  2 of 6

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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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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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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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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