Community

Follow

 SAP Community Privacy Statement 

 Like
SAP Community is updating its Privacy Statement to
SAP Community Privacy Statement
reflect its ongoing commitment to be transparent
RSShow
about
 FeedSAP uses your personal data. Read the
new Privacy Statement here.

Ask a Question Write a Blog Post Login

Pankaj Pareek
February 10, 2014 | 5 minute read

OpenText VIM: Basic configuration for

Document Processing (DP) document
types
 72  45  176,296

Audience: This is for those who are familiar with OpenText VIM.

Introduction
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 Type Highest level attribute. It determines screen layout and SAP transaction
 to be called.
Process Type Each document type needs at least one process type. It affects the
Follow
process flow. It determines initial actors and collaboration options
available to actors.

 Like Business Rules Sets of logical conditions required for validating data from external
systems.
Roles Grouping of actors in various categories
 RSS Feed
Options and The two basic options are: Actions and Referrals. Actions are based on
option types transactions or workflow tasks.
Duplicate Check For configuring different duplicate check logic
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
Follow Dashboard checkbox and Check Display Image checkbox.

 Like

 RSS Feed

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
Follow reason.

 Like

 RSS Feed

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.
Follow
6. Define Process Type determination sequence:

 Like a. Go to T-Code /n/OPT/VIM_1CX1. Select the create document type and double click on
Proc. Type. Det. Sequence.

 RSS Feed 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.
 Follow

 Like

 RSS Feed

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

 Like 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
 RSS Feed

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

10. Determine PO invoices by Vendor Table: Table /OPT/VT_DOC_DET 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 checks for PO number.
 Follow

 Like
Alert Moderator

 RSS Feed
Assigned Tags

FIN (Finance)

Similar Blog Posts 

OpenText VIM: Invoice Approval Process and Chart of Authority
By Pankaj Pareek Sep 11, 2014

OpenText VIM: ArchiveLink Configuration

By Pankaj Pareek Apr 06, 2016

OpenText VIM: Roles creation

By Pankaj Pareek Apr 19, 2016

Related Questions 
Vendor Invoice Management by Opentext (VIM)
By Former Member Sep 16, 2011

OpenText VIM - ICC Client Reporting

By Former Member Apr 21, 2016

Vendor Invoice Management automation by Open Text

By Former Member Nov 04, 2009

72 Comments
 You must be Logged on to comment or reply to a post.

Follow

Former Member
 Like
July 2, 2014 at 6:36 am

Hi Pankaj,
 RSS Feed
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 del Pilar 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.
Follow

Thanks,
 Like

 RSS FeedPilar

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 del Pilar 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,
Follow

 Like
Pilar C.

Like 0 | Share

 RSS Feed

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 del Pilar 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.

Follow Thank you

Regards
 Like
Pankaj Pareek

 RSS Feed 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 Follow
| Share

Pankaj Pareek | Blog Post Author

 Like October 26, 2014 at 6:43 am

Hi Alejandro Jimenez,

 RSS Feed
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,
Follow
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
 Like
one also with status Locked, because the combination PO/GR is consumed for the invoice
proccesed in the step early.

 RSS Feed

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

Follow
Hello Pankaj:

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

 RSS Feed
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

Follow
Hi Pankaj,

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

 RSS Feed
Already we both worked in one project.

Regards,

Viswanadh

Like 0 | Share

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.
Follow

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

 RSS Feed

Thanks

Harshmeet

Like 0 | Share 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

Like 0 | Share

Johan Baylift
October 18, 2015 at 2:56 pm

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

We have
 anLike
issue and I hope you could help us:

RSS Feed
users had a VIM document for one PO, but decided to post it out of VIM. And now, they would like the VIM
Our
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

Like 0 | Share

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
Follow
Hi Pankaj,

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

 RSS Feed
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

Follow Kedar Padhye

January 28, 2022 at 2:04 pm

We are facing the same please guide us

 Like
Like 0 | Share

 RSS Feed

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

Follow Hi Pankaj,

 Like
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.

 RSS Feed

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

Like 0 | Share

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.
Follow
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.
 Like
Thank you

 RSS Feed
Pankaj Pareek

Like 0 | Share

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

Like 0 | Share

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

Like 0 | Share
 gaurav khairnar
Follow
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
 Like
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
 RSS Feed
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

Like 0 | Share

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.

Follow

H.Yoga
 Like

Like 0 | Share
 RSS Feed

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.
Follow

Like 0| Like

Share

 RSS FeedPankaj 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

Like 0 | Share

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

Follow

 Like

 RSS Feed

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
Followare 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.
 Like

Thank you

 RSS Feed
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,

Follow
Good idea. I will post something on it soon.

Thank you
 Like
Regards

 RSS Feed
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.
Follow
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.
Like

 RSS Feed
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
Follow
triggered along with other validation rules.

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

 RSS Feed
Pankaj Pareek

Like 0 | Share

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,

Like 0 | Share

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.
Follow
Hope it helps.

Like
 Regards

Pankaj Pareek
 RSS Feed
Like 0 | Share
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

Like 0 | Share

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

Like 0 | Share

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

Follow Like 0 | Share

Pankaj Pareek | Blog Post Author

 Like October 18, 2017 at 3:04 pm

Hi Kathy,

 RSS Feed 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

Like 0 | Share

Former Member
October 10, 2017 at 5:12 am

Like 0 | Share

Former Member
November 16, 2017 at 3:08 pm
Hi Pankaj,

Follow

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

 RSS Feed

Like 1 | Share

Clinton Garcia
October 6, 2021 at 6:07 pm

Hi Pankaj,

Maybe you can share your resolution for this.

Like 0 | Share

Basis Team
April 11, 2022 at 2:35 pm

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

Like 0 | Share

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.
 Follow
Thanks in advance!

 Like
Regards,

 RSS Feed
Kush S

Like 0 | Share

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.”

Like 0 | Share

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.

Follow
Kumara M

 Like

 RSS Feed

Like 0 | Share
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

Like 0 | Share

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,

Like 0 | Share
 Follow

Kathy Arellano
 Like
June 11, 2018 at 10:38 am

Hi Pankaj,
 RSS Feed

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

Like 0 | Share

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

Like 0 | Share
 Preeti Agarwal
Follow
July 22, 2019 at 8:40 am

Hi,

 Like

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

Mank thanks

Like 0 | Share

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

Like 0 | Share
 Madan Bhumireddy
Follow
June 19, 2020 at 1:39 pm

Hi Pankaj

Need Like
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.
 RSS Feed
Like 0 | Share

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

Like 0 | Share

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
Follow
asset line items?

Thank you in advance

 Like
Dimitris T.

Like 0 | Share
 RSS Feed

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.

Like 0 | Share

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.

Like 0 | Share

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?
Follow
thanks!

 Like

Regards,
 RSS Feed
Upamanyu

Like 0 | Share

Find us on

Privacy Terms of Use

Legal Disclosure Copyright

Trademark Cookie Preferences

Newsletter Support