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Pankaj Pareek
February 10, 2014 | 5 minute read

OpenText VIM: Basic configuration for

Document Processing (DP) document
types
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Audience: This is for those who are familiar with OpenText VIM.

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OpenText VIM is packaged solution for managing invoices. With OpenText
VIM one can better manage the workflow of the invoices, pay correct amount
to vendors, create various types of invoices, get the aging report, keep check
and various validations (document type, invoice information etc.), elimination
of errors and duplicate check. Having a highly configurable design allows
VIM to accommodate various business scenarios and cater needs to various
organizations.
VIM preprocess data before creating SAP document. Once system validates
all the business rules and pass the document then document in SAP is
created. DP comprises of following:
Components Description

Document Highest level attribute. It determines screen layout and SAP

Type transaction to be called.

Process Type Each document type needs at least one process type. It
affects the process flow. It determines initial actors and
collaboration options available to actors.
Business Sets of logical conditions required for validating data from
Rules external systems.

Roles Grouping of actors in various categories

Options and The two basic options are: Actions and Referrals. Actions
option types are based on transactions or workflow tasks.

Duplicate For configuring different duplicate check logic

Check
infrastructure

Configuring DP document types

OpenText provides standard document types for most of the scenarios
however one can create a custom document type by following below steps:
1. Create SAP ArchiveLink Doc Types: Go to T-Code OAC2 and create new
SAP ArchiveLink document type by providing values for Document Type,
Description and Document Class.

It is recommended to maintain one SAP ArchiveLink for each DP doc type

even if the process is same as it allows separation of database and custom
functions.

2. Create new DP Doc Type:

a. Go to T-code /n/OPT/VIM_1CX1

b. Click on ‘New Entries’ button (In case you wish to edit existing one then
double click on the document type)
 c. Enter following details: Description, Document Index Type (Indexing
using OCR, Online Indexing, No Indexing, and Indexing using IDOC), Invoice
Type, Number Range, SAP FI Doc type, Archive Doc Type, Line Item Data,
Duplicate Check Group, Duplicate Check Role, Default Process type, Posting
Role, Rescan Role, Check Display Index Data checkbox, Check Skip
Dashboard checkbox and Check Display Image checkbox.

NOTE: Indexing is a process of filling up the invoicing details in the DP

document.

3. Define Process Type:

a. Got to T-Code /n/OPT/VIM_1CX1. Select the created DP Document Type

b. Double Click on Document Process and select the process type. Click on
Details button
 c. Check the Active checkbox button. Select the value of BDC transaction
ID and Background Tran ID (BDC transaction ID is used to process an SAP
transaction to create SAP document in user context. Background Tran ID is
used to process SAP transaction to create SAP document in background).
Enter value of Autopost flag (X: for background processing) and parking
reason.

4. Configure Index screen option:

a. Go to T-Code /n/OPT/VIM_1CX1. Select the created DP Document Type.

b. Double click on Index Screen Option and click on New Entries Button.

c. Provide following details: Process Type, Description, Current Role (Role

which processes the Work Item), Check on Allow Changes check box, check
Show Duplicates check box, select Initial Tab (Dashboard and Index Data),
Select Enable Simulate in case you want to skip certain business rules, check
Disable Obsolete check box in case you want to hide obsolete button in
dashboard and check Disable Rescan check box in case you want to hide
Rescan button in dashboard.
5. Configure Automatic Image Display:

a. Go to T-Code SM30 and enter /PTGWFI/Z_CONST in Table/View and

Click Maintain.

b. Under product code 005 double click constant

DASHBOARD_IMAGE_AUTO. Enter value X and save.

6. Define Process Type determination sequence:

a. Go to T-Code /n/OPT/VIM_1CX1. Select the create document type and

double click on Proc. Type. Det. Sequence.

b. Enter following details: Step Id, Process type, check Exclude from
Simulate checkbox to exclude business rule from simulation and check
Bypass possible checkbox to enable bypass of business rule

c. Select the step and double click on Sequence Steps. Enter value for Step
Sequence, Field Name for the field that needs to be validated, check type
(Table Field, Check Function, Constant Value, Required Field)
7. Maintain PO line Determination: When data is captured from external
system then PO line number might not be supplied thus this step helps to
determine the PO line number in such scenario.

a. Go to /n/OPT/VIM_POL

b. Enter PO Line Det. ID (should start with 1), Check Function (custom
function to determine PO line number. It is blank by default and OpenText
standard function module is used).

c. Double click on PO Line Determination Fields and maintain fields you to

bed used for PO line determination and save.

d. Go to /n/OPT/VIM_1CX1. Double click on Document Type and enter the

value for Determination Logic ID. Save.

8. Maintain Tax Code Determination:

a. Go to T-Code /n/OPT/VIM_1CX1. Double click on Document Type and

select the radio button for required option. In order to get the tax code from
vendor master then select ‘Tax Code from Vendor Master’.

b. In case tax is determined using OpenText tax table (table:

/OPT/VIM_TAX_CFG) use t-code /n/OPT/VIM_BL_TAX_CFG

c. Select applicable checkbox for tax calculation (Auto Calculate Tax, Allow
Zero Tax Rate, and Allow without Rate).
9. Configure Duplicate Check: This is to check in case a duplicate document
is created. After identifying the document can be routed back to the
predefined role for further processing.

a. Go to T-Code /n/OPT/VIM_1CX5

b. Click on New Entries button and enter the Duplicate Check Group
number, Description, Duplicate Check Type (Function Module and Index Data
Field) and Ext. Dup. Check Function. Select Run Duplicate Check in Central
System

c. Select the created group and double click on group field and mention the
fields for duplicate check
 Alert Moderator

10. Determine PO invoices by Vendor Table: Table /OPT/VT_DOC_DET

Assigned Tags contains vendors that send PO based invoices. Vendor can send invoices
without providing PO number. If vendor is not found in this table then system
FIN (Finance) checks for PO number.

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75 Comments

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Former Member
July 2, 2014 at 6:36 am

Hi Pankaj,
Thanks for the high level document

Can we implement VIM without ICC ? You have not mentioned anything about workflow setting.

Regards

Raja

Like 0 | Share
Pankaj Pareek | Blog Post Author
July 2, 2014 at 8:58 am

Hi Raja,

I am planning to publish more documents on VIM giving insights on various configuration settings
including chart of authority and workflow settings.

VIM can be implemented without ICC also but ICC helps to significantly reduce the effort and time. It
also streamlines your AP management by handling complex scenarios. All the projects I have worked
on have ICC.

If you need document on any specific topic then please let me know. I will try to share one with you on
that topic.

Regards

Pankaj Pareek

Like 0 | Share

Luz Ángela Castro Castillo

July 4, 2014 at 6:17 pm

Hi Pankaj,

New COA is giving me a hard time, it would be nice to have some more info beside those in
VIM books by OT.

Thanks,

Pilar
 Like 0 | Share

Pankaj Pareek | Blog Post Author

July 6, 2014 at 4:01 am

Hi Luz Ángela del Pilar Castro Castillo,

Give me few days I will prepare document on COA. Also if you need any specific
information then let me know. I will try to include that also.

Regards

Pankaj Pareek

Like 0 | Share

Pankaj Pareek | Blog Post Author

April 19, 2016 at 4:49 pm

Hi Luz Ángela del Pilar Castro Castillo,

I have published a new document on VIM roles. I have discussed on new CoA in it.
Please check out. You might find it useful. In case you still have any issues then please
do let me know. Please check: OpenText VIM: Roles creation

Like 0 | Share

Luz Ángela Castro Castillo

July 7, 2014 at 2:08 pm

We are working on how does it work with the flow of Coder-Requester-Approver, as well we have been
configurating old COA because if we try directly in the new COA the fields don´t let it to be changed.

Another question is that we have more than one capture location and we don´t know how to reflect this from
ICC in VIM.

Thanks for any help,

Pilar C.

Like 0 | Share

Pankaj Pareek | Blog Post Author

July 8, 2014 at 8:23 am

Hi Luz Ángela del Pilar Castro Castillo,

I have already started preparing document for chart of authority. I will include Invoice Approval
Process (IAP), Chart of Authority (COA) and various roles in that. We are already working with Coder-
Requester-Approver process in my current project and so I will share some scenarios with you in that.

I will check for your second question on ICC. I have received few queries on ICC so that will be my next
topic once done with COA.

Regards

Pankaj Pareek

Like 0 | Share

Luz Ángela Castro Castillo

July 8, 2014 at 1:11 pm

Great!

Thank you...

Pilar C.

Like 0 | Share

Pankaj Pareek | Blog Post Author

September 11, 2014 at 6:19 am

Hi Luz Ángela del Pilar Castro Castillo,

I was not able to publish the document for COA for long time due to other
engagements. I have published it now. I have tried to cover basic configurations and
their usages. You can check it here: OpenText VIM: Invoice Approval Process and
Chart of Authority

Please let me know if you have any specific query about any topic.

Thank you
 Regards

Pankaj Pareek

Like 0 | Share

Alejandro Jimenez
October 23, 2014 at 4:31 pm

Hi Pankaj.

thanks for the document, really it was helpfull for us during our implementation.

Currently we have a question for you.

when the invoice skip the validation in VIM, the system created a finantial document in status LOCKED. then
we need to cancel or delete the document. how can we avoid this behavior.

We know that VIM uses the BAPI- BAPI_INCOMINGINVOICE_CREATE and we wanted include new validations
(type MIRO) into this one.

we tried with the EXIT EXIT_SAPLMRMH_015 with FM MRM_DUPLICATE_INVOICE_CHECK' but it wasnt

succesfull.

we would aprecciate your help. we had considered diferents options without results.

thanks in advanced. have a nice day.

Like 0 | Share

Pankaj Pareek | Blog Post Author

October 26, 2014 at 6:43 am

Hi Alejandro Jimenez,

I am glad that this document helped you. You can also check: OpenText VIM: Invoice Approval Process
and Chart of Authority

Coming to your question. The scenario is not very clear to me. We can manually exclude few or all the
validation under business run and post the DP document which will in turn post invoice.

Do you wish to make sure that all validations are applied and then only DP document is posted?
Please elaborate with example as what you are trying to achieve and then I will be able to help you with
it. Looking forward to hear from you.

Thank you

Pankaj Pareek

Like 0 | Share

Alejandro Jimenez
October 27, 2014 at 7:21 pm

Hi PAnkaj.

Thanks for your answer.

you are right in your sentence:

Do you wish to make sure that all validations are applied and then only DP document is
posted?

HEre we dont have different status or procces for the invoices as PARKED,Waiting by approval.
etc. we POst directly the invoices

All DP that VIM proccessed could to become Invoices posted in ECC. so. when the system
tries to check the invoice, finished with error. and the invoice is created in status LOCKED. We
want to avoid this status, and avoid the error before that the invoice is creating.
Example. The vendor send us the same invoice twice. we had configuration error in our
validations, So, VIM never detected the duplicity for these documents.

The first time the system creates the Invoice and post it. the second time, the system
create one also with status Locked, because the combination PO/GR is consumed for the
invoice proccesed in the step early.

Would be great if we could include validations into the BAPI during the creation, like: check
the tolerances, the variation in the quantities, other validation no standard.

actually we have diferents validations in VIM, and we checked the duplicity in order to avoid
problems. but we want to know if we have the option to do it during the invoices creation.

Kindly regards.

Like 0 | Share

Pankaj Pareek | Blog Post Author

October 28, 2014 at 5:19 am

Hi Alejandro,

Thank you for providing detail description. I understand that you wish to put some
validations before the DP document is posted for invoice creation so that in case any
validation is missing or not applied then it is being taken care of by exceptions thrown
by SAP system and DP document does not goes into locked status.

I am have do little research on this but we applied 23 more business rules from the
one that already are available in order to handle the situation even for tolerances and
variation (as decretion and accretion scenarios).

I will check if I can get something to address your problem.

Regards

Pankaj Pareek

Like 0 | Share
 Former Member
January 6, 2015 at 8:58 am

Hello Pankaj:

I tried to contact you via private message but since we are not connected I can't do so.

I see that you've published material on OT-VIM, by any chance do you have any more material or
documentation?

I've been trying to get documentation on the matter but unlike SAP, documentation on VIM is really scarce on
the web.

We currently have an implementation on the company but we have a lot of issues since the entire
implementation was produced by a consulting firm and they are extremely tight on releasing any
documentation on what the did.

Any additional info you have will be very much appreciated.

Regards!

Like 0 | Share

Pankaj Pareek | Blog Post Author

January 10, 2015 at 1:37 pm

Hi Guillermo,

Sorry for delayed response. I have been very busy lately. I do have documents but they are too large to
share. I know documents are easily available on this topic. I will suggest to take help of a VIM
consultant on this. He/She will be able to address to all your concerns.

Regards

Pankaj Pareek

Like 0 | Share
 Former Member
July 21, 2015 at 8:43 am

Hi Pankaj,

If you have any documents related SIM. Please send me to my personal mail id: [email protected].

Already we both worked in one project.

Regards,

Viswanadh

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Former Member
August 22, 2015 at 1:49 pm

Hi Pankaj,

Really helpful.

Like 0 | Share

Pankaj Pareek | Blog Post Author

August 27, 2015 at 4:00 am

Hi Patralekha,

Thank you for kind words.

Regards

Pankaj Pareek

Like 0 | Share
 Former Member
September 14, 2015 at 7:44 pm

Thanks for the Description. I have a SAP VIM OpenText application and want to modify the text of the hyperlink
or hide few buttons.

Where can I find the code for making such changes. Any .war or jsp files you can suggest

Thanks

Harshmeet

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Pankaj Pareek | Blog Post Author

September 16, 2015 at 8:00 am

Hi Harshmeet,

In my understanding you want to make changes to button like "Refer to AP Processor" etc. These are
part of process options. When you define a process option you can choose to make them a button or
hyper link. You can also edit the text that will be displayed. Go to /n/opt/spro and search for process
option. The path for it is different for version 6 and version 7.

Once you have made changes to the process options then go to define process type. Under each
process type you need to add or remove the process option against the role (like, AP_PROC,
REQUISTIONER, INDEXER etc) to make the button available or not.

Also, in case you want to make any field hide or visible or mandatory for a DP document then please
edit Header or line item details for DP document. The path is again different for version 6 and 7.

Hope this helps

Regards

Pankaj Pareek

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 Johan Baylift
October 18, 2015 at 2:56 pm

Hi Pankaj,

First of all, thanks for the post: Really hopeful.

We have an issue and I hope you could help us:

Our users had a VIM document for one PO, but decided to post it out of VIM. And now, they would like the VIM
document to be linked to the MM incoming invoice document (/OPT/VIM_2HEAD-BELNR_MM,.....), the
workflow to be finished and, consequently, the WI to disappear from their inbox.

Is there any standard way of achiving this? Or at least finising the wf withouth using nor an option ID neither
the set to obsolete button? A Z report could also be in the scope.

I hope you could help us... And thanks in advance, anyway.

Best regards,

Johan

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Pankaj Pareek | Blog Post Author

October 22, 2015 at 7:52 pm

Hi Johan,

I am glad that the post was helpful to you.

I pondered a lot on your question. Sorry but I was not able to figure out a standard way to do that
without doing any customization. I am checking on this and if I get anything I will come back to you.
 Warm Regards,

Pankaj Pareek

Like 0 | Share

Johan Baylift
October 23, 2015 at 4:44 pm

Hi Pankaj,

Helpful and hopeful, because starting with VIM needs for a lot of hope and help... Now we have
managed to control the beast, but it was quite difficult at the beginning and these posts
encougared us to go on.

I supposed (probably wrong) this couldn't be managed via the standard with an Option ID or
whatever. Please, if you know of an standard way of doing so, please let us know: the standard
is always the best option, an only a question of managing that change of customizing with our
users.

And thanks a lot for your feedback. Best regards,

Johan

Like 0 | Share

Prasad Chougule
November 18, 2015 at 2:32 pm

Hi Pankaj,

I am getting one Issue in VIM notifications from OT ,we have configure a class
OPT/CL_C_IDH_CHANNEL_EMAIL , email is coming to SOST inbox but not triggering OT Class, Email is not
reaching to VIM .

Any Help appreciated.

Many Thanks,

Prasad.
Like 0 | Share

Naresh Nelapatla
June 17, 2018 at 1:14 am

I have the same issue, Email comes to SOIN but it is not triggering IDH .

Like 0 | Share

Kedar Padhye
January 28, 2022 at 2:04 pm

We are facing the same please guide us

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Former Member
August 31, 2016 at 7:19 am

Hi Pankaj.

thanks for the document, really it was helpfull for us during our implementation.

Currently we have a question for you.

can we create one presetting folder for ocr and non ocr senario??

if yes how system will identify wheather it is PO or NPO....

Like 0 | Share

Pankaj Pareek | Blog Post Author

September 1, 2016 at 2:50 pm

Hi Rahul,

I am glad that my document was of your help.

 I have written one document on Archivelink. Here, I have described how to create presetting folder.
Please check OpenText VIM: ArchiveLink Configuration. I hope this might help you.

Regards

Pankaj Pareek

Like 0 | Share Former Member

September 10, 2016 at 12:24 pm

Hi Pankaj,

Can you pls help me with the configuration of using DMS with Open Text on Sales &
Purchasing for storing documents of type PDF, TIFF, WORD.

Sales - Sales Contracts, Delivery, Invoice

Purchasing - Purchase Contracts

Requirement is to store the documents on to the SAP document from local desktop and
which gets stored in Open Text.

Thanks

Parveen

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Priyank Dev
October 21, 2016 at 10:12 am

Hi Pankaj,

I am from workflow background and would like to know the process and customizing needed to drive the
workflow in VIM.I would also like to know from scratch from workflow perspective that are being used for VIM
implementation.Could you please share any documents to help me peruse in VIM.
Regards,
Priyank

Like 0 | Share

Pankaj Pareek | Blog Post Author

February 3, 2017 at 7:44 am

Hi Priyank,

Sorry for delayed response. I have been very busy with current assignment and was not able to check
SCN.

I am not having any documents prepared for it now. I will try to prepare one and share but this might
take some time for me due to current engagements. Please drop your query in the meantime.

Thank you

Pankaj Pareek

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Former Member
November 3, 2016 at 5:21 pm

Hi Pankaj,

We have got an issue, For non po, if approver doesn't have manager, it is going for one more level of approval,
and the next level of approver doesn't have an option to approve or Reject.

We don't want it to go for next level of approval, we want to post it after 1st approver approve.

Please help in resolve it.

Regards
Uday

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Pankaj Pareek | Blog Post Author

February 3, 2017 at 7:47 am

Hi Uday,

Sorry for the delayed response. I believe the issue must have been resolved by now.
 If not then please share COA settings. Also, let us know if you are using any custom solution for this.
Like in my current project I am using Z table for managing this due to additional complexities.

Regards

Pankaj Pareek

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gaurav khairnar
December 21, 2016 at 2:46 pm

Hello Pankaj,
I am try to Post Non-PO invoice in development system by clicking on Apply Rules in DP document dashboard
of SBWP, after this i am getting document status as created in /n/opt/vim_analytics with same role of
NPO_INDEXER.
but when i am performing the same activity in qaulity document status appear as Awaiting approval and goes
for approval with another role.
I ma from technical background so not able to find any particular missing config as coding is same in both
systems.
can you please try to suggest some points.

BR
Gaurav

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Pankaj Pareek | Blog Post Author

February 3, 2017 at 7:51 am

Hi Gaurav,

Sorry for delayed response. I hope this is resolved. There can be two possibilities:

1. The configuration for process type for the DP document might differ in both environment
2. The document is having faulty data due to which a business rule is failing and sending it back to
the Indexer.

In order to check this you will need help from some functional consultant. It will be difficult for me to
help you without sharing the screen and checking into your system.

Regards

Pankaj Pareek
 Like 0 | Share

Former Member
February 22, 2017 at 7:34 pm

Hi Pankaj,

I have gone through your open text VIM Basic configuration document, I need to configure user email address
in ICC , Not sure of steps. Request your kindness to help me - please provide the steps to configure user email
address in ICC. Thanks in advance.

H.Yoga

Like 0 | Share

Former Member
April 20, 2017 at 10:44 am

Hi Pankaj,

Thanks for the information, It is really very helpful.

Can you tell me how archive document type is linked to DP document type ?

I mean how a particular DP document type is picked up when we drag and drop in OAWD ?

Like 0 | Share

Pankaj Pareek | Blog Post Author

July 7, 2017 at 2:43 pm

Hi Lokesh,

Please go through below post: https://blogs.sap.com/2016/04/06/opentext-vim-archivelink-

configuration/

Regards

Pankaj Pareek
 Like 0 | Share

Former Member
April 27, 2017 at 5:06 am

Hi Pankaj,

May i know the settings required to work for Ariba invoices into VIM[Open text] , recently we had our quality
refersh post Ariba invoices are not passing into VIM.

Like 0 | Share

Pankaj Pareek | Blog Post Author

July 7, 2017 at 2:46 pm

Hi Patrick,

Is it first time that you Ariba is implemented? If not, then we can check on specific settings else we
need to do all the required configuration. I have recently completed one project on VIM and Ariba
integration. I can probably help you set up the required configuration.

Regards

Pankaj Pareek

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kumud ranjan jha

July 30, 2017 at 9:59 am

Hello Everyone,

I am stuck with an issue about adding additional fields in 6th tab inside the document type.
I was able to add the fields by creating new screen after copying the function group /OPT/VIM_IDX_UI in to a
custom function group and created a new screen of type sub-screen and added fields on it.

Fields that I added here have also appended in the table /opt/vim_1head table, but when I run the transaction
/OPT/VIM_IIC and go inside by clicking the document number on 6th tab. It does not save the data entered in
custom fields on pressing save button.

It is very urgent. Please help with the required steps involved in adding custom fields in 6th tab of document
type

Thanks in anticipation of your help. Please let me know if further details required.

Regards.

Ranjan

Like 0 | Share
 Pankaj Pareek | Blog Post Author
August 30, 2017 at 6:00 pm

Hi Ranjan,

I am sorry for very late response. I am not getting notification mails for any comments posted and I
have been traveling a lot recently to keep up with SCN.

Below are the steps:

1. It is best practice to create a custom document processing (DP) when including new fields
(unless you are not having those fields for all the scenarios). You might have to create two DPs
(one for PO and one for Non PO) based upon your requirement
2. Once the new fields are added then you need to map the field to the intake source from where
you are getting the values. This will ensure that values are populated in them correctly. (Manual
key in also possible)
3. You need to map the values to the VIM tables
4. You need to map the values to the SAP tables as well so that when the document is posted the
values are reflected in the invoice.

These are major steps involved. You ABAP team should be able to help you with step 3 and 4 but let
me know in case you need additional details on where to map. I will message you the details.

Thank you

Pankaj Pareek

Like 0 | Share

Tamilba P
July 1, 2020 at 12:43 pm

Hi,

Can you please guide me on below queries

1. How to rename the existing header field “Attribute1” in VIM

2. How to map the field to SAP table(ACDOCA)

Regards,

Tamilba

Like 0 | Share
 Former Member
August 18, 2017 at 7:57 am

Hi Pankaj,

Nice articles on VIM.I would like to know standard process of NPO or PO invoice process.

Like 0 | Share

Pankaj Pareek | Blog Post Author

August 30, 2017 at 5:41 pm

Hi Sapui5,

Good idea. I will post something on it soon.

Thank you

Regards

Pankaj Pareke

Like 0 | Share

Subir Brahma
September 6, 2017 at 4:40 pm

Hi Pankaj,

Did you find any resolution for Alejandro's question ?

Alejandro JimenezOctober 27, 2014 at 7:21 pm

Hi PAnkaj.

Thanks for your answer.

 you are right in your sentence:

Do you wish to make sure that all validations are applied and then only DP document is
posted?

HEre we dont have different status or procces for the invoices as PARKED,Waiting by approval.
etc. we POst directly the invoices

All DP that VIM proccessed could to become Invoices posted in ECC. so. when the system tries
to check the invoice, finished with error. and the invoice is created in status LOCKED. We want
to avoid this status, and avoid the error before that the invoice is creating.

Example. The vendor send us the same invoice twice. we had configuration error in our
validations, So, VIM never detected the duplicity for these documents.

The first time the system creates the Invoice and post it. the second time, the system create
one also with status Locked, because the combination PO/GR is consumed for the invoice
proccesed in the step early.

Would be great if we could include validations into the BAPI during the creation, like: check the
tolerances, the variation in the quantities, other validation no standard.

actually we have diferents validations in VIM, and we checked the duplicity in order to avoid
problems. but we want to know if we have the option to do it during the invoices creation.

Kindly regards.
Reply Like (0)
1. Pankaj Pareek Post authorOctober 28, 2014 at 5:19 am

Hi Alejandro,
 Thank you for providing detail description. I understand that you wish to put
some validations before the DP document is posted for invoice creation so
that in case any validation is missing or not applied then it is being taken
care of by exceptions thrown by SAP system and DP document does not
goes into locked status.

I am have do little research on this but we applied 23 more business rules

from the one that already are available in order to handle the situation even
for tolerances and variation (as decretion and accretion scenarios).

I will check if I can get something to address your problem.

Regards

Pankaj Pareek

Like 0 | Share Pankaj Pareek | Blog Post Author

September 22, 2017 at 8:03 pm

Hi Subir,

If I understood correctly then your issue is to avoid "Locked" status. Please create a FM to capture any
exception. Create a new process and assign the FM to it. Assign this process to the DP so that it is
triggered along with other validation rules.

Please let me know in case I understood your ask correctly else please elaborate.

Regards

Pankaj Pareek

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Former Member
September 21, 2017 at 4:25 am

Hello Pankaj,

We have different archive types for different countries. Each coutries have different DP doc types.

I created a new DP doc type , how can I link with a specific company code or an archive doc type?

Looking forward to your expert advise.

Regards,
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Pankaj Pareek | Blog Post Author

September 22, 2017 at 8:11 pm

Hi Kathy,

Below is the step wise process to map ArchiveLink document types to a DP document type:

1. Navigate to Vendor Invoice Management > Document Processing

Configuration > Document Type Configuration > Maintain Document Types.

2. In the Document Type Definition Overview screen, select a DP document type

and double-click ArchiveLink Mapping.

3. In the ArchiveLink Mapping Overview screen, configure the mapping, using

the following parameters:
Country : Enter a country code to which the ArchiveLink document type is associated.
Doc. Type: Enter an ArchiveLink document type to map it to the selected DP document
type.
Description: Enter a description of the ArchiveLink document type.

Hope it helps.

Regards

Pankaj Pareek

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Former Member
September 25, 2017 at 6:02 am

Hi Pankaj,

Thanks for your quick reply.

I checked the configuration, there is nothing in the screen you mentioned. Thus I guess there
is somewhere else which can link the DP doc type with archive doc type or country or
company code. Do you have any idea ?

Regards

Kathy
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Pankaj Pareek | Blog Post Author

September 28, 2017 at 1:16 pm

Hi Kathy,

Which version of OpenText VIM are you using?

Regards

Pankaj Pareek

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Former Member
October 10, 2017 at 5:13 am

Hi Pankaj,

Sorry for late reply , I was on vacation .

The VIM version we are using is 7.0.

Regards

Kathy

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Pankaj Pareek | Blog Post Author

October 18, 2017 at 3:04 pm

Hi Kathy,

Below should be the path. I don't have access to version 7.0. In case you are
still having issues then we message me your email and we can schedule
something to work together and figure it out.

To map ArchiveLink document types to a DP document type:

1. Follow Vendor Invoice Management > Document Processing Configuration
>
Document Type Configuration > Maintain Document Types.
2. In the Document Type Definition Overview screen, select a DP document
type
and double-click ArchiveLink Mapping.
3. In the ArchiveLink Mapping Overview screen, configure the mapping, using
the following parameters:
Doc. Type
 Enter an ArchiveLink document type to map it to the selected DP document
type.
Description
Enter a description of the ArchiveLink document type.

Regards

Pankaj Pareek

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Former Member
October 10, 2017 at 5:12 am

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Former Member
November 16, 2017 at 3:08 pm

Hi Pankaj,

Hope you are doing well. I am facing some issue in VIM ANALYTICS. Image preview is not coming, rather than
showing Image preview it's showing POP UP Images. If I clicked the button "Display Image" image opening in
different window. Please help. I need the Image preview in the side panel.
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Clinton Garcia
October 6, 2021 at 6:07 pm

Hi Pankaj,

Maybe you can share your resolution for this.

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Basis Team
April 11, 2022 at 2:35 pm

Hi,
Were you able to find a resolution for this?

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Kush Sharma
April 29, 2022 at 9:36 am

Hello,

is the problem resolved, if yes, could you please help me to identify that how the problem was
resolved, kindly help.

Thanks in advance!

Regards,

Kush S

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J. Ragadeep
January 29, 2018 at 10:41 am

Hi Pankaj ,
This document is really helpful. Thanks for such a detailed document. I have one requirement on Open text.
Can you please go through my requirement below and throw some light on the approach ? TIA.

“A separate ICC class is needed that would prioritize the image as urgent, so we can work this item first. For
legacy system we had an urgent mailbox that we provided only to areas that we consider high profile, quick
turnaround, special handling. When the .pdf was sent to our urgent mailbox the validation module (Kofax) was
able to set a priority based on the input source (class). We also had all of our payment request go to this
urgent mailbox. We were also able to scan hardcopy invoices to the urgent class as well. The priority allowed
us to define the input class from a level from 1-10, I believe. If the item scanned was a 1 it would move to the
top of the validation work. Standard mail sent to invoicecollector would be validated last and urgent would
slide in front of PO work. We had expense reports set to a high priority as well in Kofax.”

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Kumara Mahadevappa
February 1, 2018 at 1:24 pm

Hi Pankaj,

I have recently completed training on SAP FI and got project under OpenText VIM module as a fresher. Please
help me to build my career in this module by providing advise and sharing your thoughts. My mail ID is
[email protected].

Thank You In Advance.

Kumara M

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Vishwanathan Sekar
March 25, 2018 at 7:50 am

Hi Pankaj,

Good Day.
 I am working as a FI consultant in one of leading IT company. In my current project the client is using
Open Text VIM process. It will be helpful if you share the documents related to VIM.

I express my heartwhealming thanks to you for creating this document because i have never seen this
kind of explanation in web.

My Mail ID is: [email protected]

Thank You in Advance.

Vishwanathan

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Mike Spensley
May 20, 2018 at 7:14 pm

Hi Pankaj,

i have query related to VIM , Once the document is scanned , can the quanity and amount fields are editable?

Thanks,

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Kathy Arellano
June 11, 2018 at 10:38 am

Hi Pankaj,

Hope you are doing well.

I will highly appreciate your help if you can confirm and guide me regarding VAT configuration, mapping and
updates (including prerequisites to be check in ICC and SAP versions) to Opentext VIM.

I can be reach at [email protected]

Thank you,

Kathy

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Pedro Pedro Miguel de Sousa Eloy

January 3, 2019 at 2:05 pm

Hi Pankaj,

i found your articles about VIM configuration and ArchiveLink very useful. Yet i'm struggling to find a
scenario/example to use VIM to process the electronic invoices we receive in XML and PDF and would like to
archive the PDF and use the XML data as metadata.

Can you please lead me in the right direction?

Thank you very much,

Pedro Eloy

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Preeti Agarwal
July 22, 2019 at 8:40 am

Hi,

We have requirement to read PDF from Vendor mail and then Process to Validation till posting

Mank thanks

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 Pablo Ghosh Roy
September 2, 2019 at 2:22 am

API behind the functionality "Refer to AP

Processor"
0 secs ago | 1 Views
Hi Pankaj,

Greetings of the Day.

I would like to ask you if there is an FM or any API available to replicate the functionality of "Refer to AP
Processor".

We have implemented the My Inbox Fiori App for all email/workflow notifications and have also customised it
to show notifications from VIM. So when someone needs to process a VIM Invoice; he or she gets a
notification on My Inbox.

Now we are trying to add an extra functionality to allow the users to do "Refer to AP Processor" from the My
Inbox screen itself; so I am looking for an API to replicate the functionality.

Can you please advise?

Regards,
Pablo Ghosh Roy

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Madan Bhumireddy
June 19, 2020 at 1:39 pm

Hi Pankaj

Need some technical help related to VIM IDOC process, I have a scenario where I need to change the GL
Account number through enhancement. This FM - /OTX/PF01_UTIL_IDOC_INPUT is being used in the
standard idoc config. when testing it through WE19 . Is there any user exits available to do this change.

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 Tamilba P
July 1, 2020 at 11:55 am

Hi Pankaj,

Can you please guide me on below queries

1. How to rename the existing header field "Attribute1" in VIM

2. How to map the field to SAP table(ACDOCA)

Regards,

Tamilba

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Dimitris Tsoumpos
July 16, 2020 at 10:58 am

Hello Pankaj:

We are about to go live with VIM. We face the following 2 problems that their solution is vital for our daily
operations:

1. We want to post an invoice with a different account assignment category than the one in the purchase
order. System does not allow such a change. For example purchase order has an asset (A). We want to
post the invoice with a cost center instead (K). Is there any possible way to proceed with the change?
2. We want to post an invoice with asset line items in Opentext VIM. We do not use purchase order. It is an FI
invoice posting. The system allows to post line items with g/l accounts only. Is there any possible way to
post asset line items?

Thank you in advance

Dimitris T.

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Thulasiram Ram
 August 25, 2020 at 5:03 pm

How to find out the user details who have processed the documents ? All the documents were showing as
processed by WFBATCH. After click of "Apply Business Rules" by the user it is showing as autoposted.

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IBM Basis
February 24, 2021 at 8:40 am

Hi All,

We have done automatic read mail configuration in vendor invoice management, it means vendors are
sending invoices and OCR reading all details.

My issue is its reading only one invoice from mail box, our exception is to read all attachments from mail.
Could you help on that.

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Upaman Sarma
October 14, 2021 at 1:52 pm

Hello Pankaj,

Thank you for providing this blog on VIM. Its really difficult to get any good info on this. Regarding ICC, is it
compatible with normal scanning hardware or do we have to buy separate scanners for ICC?

thanks!

Regards,

Upamanyu

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 Madan Kumar Vattikuti
March 27, 2023 at 8:56 am

Hi Pankaj,

I have a VIM issue were, system is learning modifications we do in invoice processing in test system but not in
production, please let us know how to enable VIM system to learn modifications we are doing in invoice.

Thanks

Madan Kumar V

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Ujjal Saha
August 14, 2023 at 8:04 pm

Hi Pankaj

Can you guide me how to configure ERS ( Evaluated receipt settlement) in VIM

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LOKANADHAM VELUGU
September 21, 2023 at 1:25 pm

Hi Pankaj,

Could you please update any basic configuration documents for sap vim

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