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VIM Return To Vendor123

This document provides instructions for rejecting an invoice in SAP and returning it to the vendor. It outlines the following steps: 1. Login to SAP and access the VIM portal to see invoices with exceptions. 2. Click "Execute" to view the invoice image and unlock fields to select options. 3. Select "Return to Vendor" to reject the invoice. 4. Enter the vendor's email, select a reason for rejection from a list, add comments, preview the message, and send it to obsolete the invoice from the workflow.

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Shashidhar Poojary
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© © All Rights Reserved
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83 views9 pages

VIM Return To Vendor123

This document provides instructions for rejecting an invoice in SAP and returning it to the vendor. It outlines the following steps: 1. Login to SAP and access the VIM portal to see invoices with exceptions. 2. Click "Execute" to view the invoice image and unlock fields to select options. 3. Select "Return to Vendor" to reject the invoice. 4. Enter the vendor's email, select a reason for rejection from a list, add comments, preview the message, and send it to obsolete the invoice from the workflow.

Uploaded by

Shashidhar Poojary
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Accounting and Disbursements Division

Accounts Payable Branch

VIM Workplace Exception

Return to Vendor
Overview

How to reject invoice to vendor


123

Instructions

 Login to SAP to access VIM


• VIM will be another accessible main tab in SAP

 VIM Portal: VIM | Process Transactions | VIM Workplace | Personal View

• Switch Work View | All Users View

Return to Vendor

1
Accounting and Disbursements Division
Accounts Payable Branch

VIM Workplace Exception

 Displays all DP Documents with issue/s


• Use bottom scroll bar to access the Exception Reason column (along with
other columns such as PO, Vendor, Invoice, Discount, etc.)
• Any column can be sorted or filtered by using the various function icons

2
Accounting and Disbursements Division
Accounts Payable Branch

VIM Workplace Exception

Return to Vendor

 Click ‘‘Execute’’ icon to access invoice for review

3
Accounting and Disbursements Division
Accounts Payable Branch

VIM Workplace Exception

Return to Vendor

• A separate screen, displaying the invoice image, will appear o User can close
the invoice image window or keep window open to review

4
Accounting and Disbursements Division
Accounts Payable Branch

VIM Workplace Exception


 Click “Yes” if Security Alert window appears

Return to Vendor

 The necessary DP document fields will unlock to access Process Options

5
Accounting and Disbursements Division
Accounts Payable Branch

VIM Workplace Exception

Return to Vendor

 Reject invoice to vendor


• Click “Return to Vendor”

6
Accounting and Disbursements Division
Accounts Payable Branch

VIM Workplace Exception

Return to Vendor

• Displays ‘‘Confirm Action Selection’’ window o Click


“Yes” to execute option to return to vendor

• Displays “Return to Vendor” window

7
Accounting and Disbursements Division
Accounts Payable Branch

VIM Workplace Exception

Return to Vendor

• Confirm vendor email address o If incorrect, delete current information and


enter correct vendor email address
o Additional email address(es) can be added, if needed
• Subject field auto-populate with specific information
• Check necessary box(es) in the “Reason” section pertaining to invoice
issue(s)
• Enter necessary comment(s) in “Comment to Vendor” and “DP Process
Comments” fields
• Select Mail Template, if more than one selection
• Click “Generate Preview” to view message to be transmitted
• Displays selected ‘’Reason’’ and written ‘‘Comment for Vendor’’ on the
template
• Click “Send” icon o Click on “Yes” to send vendor email and obsolete DP
Document

8
Accounting and Disbursements Division
Accounts Payable Branch

VIM Workplace Exception

Return to Vendor

• Email notification will be sent to vendor


• Invoice will be obsoleted (deleted) from the workflow with the comment

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