Classification

Classification of your invoices allows you to configure the rest of the Gimmal Link Enterprise AP Workflow accordingly. This include:

Further more, classification of invoices provides you many more options when working within Gimmal Link Enterprise TrackLink for:

In additional, for Gimmal Link Enterprise Statistics as well as your own, classification can provide further options for analysis.

Each tier of classification is optional, and you can also created additional custom tiers if you need.

Each tier can be logically associated with additional tiers to create a hierarchal structure, but this is optional as well.

In order for classification to be functional, the values of the classification have to come from somewhere. These typically come from the below scenarios but again this is flexible to suite your AP process and business:

Values of classification are completely for your purpose only, and each tier can represent whatever you wish them to represent, with each tier being optional

Classification tiers that come with Gimmal Link Enterprise are:

This represent the ArchiveLink Document Type determine by the configuration of Gimmal Link Enterprise DocManager which receives the inbound to SAP request from you content management system.

The document type (not accounting document type) is the highest overall classification of an invoice. Companies often just have 1 document type.

This is the minimum classification you must have for the and is already built into the Gimmal Link system.

Note: Document type determine who can view images attached to invoices (outside of the Gimmal Link AP workflow). If you require certain invoices to have different security requirements, consider implementing more document types.

Location typically represent geographical regions.

Invoice categories are the highest level of invoice specific classification. Some common examples are:

Commercial

Critical

Standard

Request for Funds

Confidential

Business Units and Departments can also be used stand alone or with a relationship to Location, Invoice Categories, or each other.

Business Units and Departments can also be used stand alone or with a relationship to Location, Invoice Categories, or each other.

Invoice Flags tend to be very granular in nature and typically identify a very specific instance of an invoice that requires "special" processing along its lifecycle. Whether that be high priority processing from the AP team such as Early Pay Discounts to an Auto Exception such as Admin Kick-out.

Invoice Types are pre-built in Gimmal Link Enterprise and consist of:

Gimmal Link determines this as to whether there is a PO number at time of capture/ingestion or based on which type of invoice is chosen to be created by the system or the Initial AP team.

Invoice Type is the minimum an invoice can be classified as.

In the Workflow Trigger metadata mapping (or your customizing options), below are the corresponding workflow container names (must be upper case):

ZAR_OBJECT ZLOCATION ZINVOICECATEGORY ZBUSINESSUNIT ZDEPARTMENT ZINVOICEFLAG ZINVOICETYPE

The following customizing options are available for Invoice Processing. For information on how to implement, please refer to the section "Customizing" later in this document.