Caritas Association of the Archdiocese of Munich and Freising e.V.
Automated invoice processing in SAP for invoices without reference to the order
Branch: Social Work
Country: Germany (Munich)
Challenge: Automation of the invoice processing based on transfer orders (with and without electronic release)
Concerning departments: accounting
Project description: The Caritas Association of the Archdiocese of Munich and Freising has been using SAP add-on software from inPuncto since 2013 to automatically process paper and e-mail PDF invoices without a reference to the purchase order. In order to automate the workflows, the scanner client biz²Scanner, the inbox processor biz²ScanServer with OCR recognition and the workflow tool biz²DocumentControl were implemented in the existing SAP system. The invoice is released according to a release matrix in accordance with the invoice amount and the four-eyes principle. Both SAP users and non-SAP specialists (for example, via e-mail) can be included in the approval process. The validation can also be done offline.
A special feature for the Caritas Association of the Archdiocese of Munich and Freising is the automated activation and assignment of signed SEPA forms to the respective debtor.
Usage: Incoming paper and e-mail invoices can be captured individually or in batches, read out via OCR and assigned to the corresponding business object via the barcode. The invoice processing is thus significantly faster and the individual processing steps can be traced at any time in the SAP invoice book with Cockpit.
Project partner: ZALARIS Deutschland AG
Company description: The Caritas Association of the Archdiocese of Munich and Freising e.V. was founded in 1922 by the Catholic Elisabethenvereinen, Vinzenzvereinen and welfare institutions in order to be able to better help people in need. Today, the Caritas Association of the Archdiocese of Munich and Freising e.V. as the sponsoring and umbrella organization of the Catholic Church is the largest social employer in the Archdiocese of Munich and Freising (Upper Bavaria). The permanent and volunteer workers offer in the over 350 facilities and services a variety of social services for people of all ages, social classes and denominations.
Here you can read the reference story “Automated invoice processing in SAP: Caritas Association” as PDF.
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