1/12/2021 OpenText VIM: Basic configuration for Document Processing (DP) document types | SAP Blogs

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Pankaj Pareek
February 10, 2014 5 minute read

OpenText VIM: Basic con guration for Document Processing

(DP) document types
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37 Likes 126,159 Views 66 Comments

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

Introduc on
OpenText VIM is packaged solu on for managing invoices. With OpenText VIM one can be er manage the
workflow of the invoices, pay correct amount to vendors, create various types of invoices, get the aging report,
keep check and various valida ons (document type, invoice informa on etc.), elimina on of errors and
duplicate check. Having a highly configurable design allows VIM to accommodate various business scenarios
and cater needs to various organiza ons.
VIM preprocess data before crea ng SAP document. Once system validates all the business rules and pass the
document then document in SAP is created. DP comprises of following:
Components Descrip on
Document Type Highest level a ribute. It determines screen layout and SAP transac on to be called.
Process Type Each document type needs at least one process type. It affects the process flow. It
determines ini al actors and collabora on op ons available to actors.
Business Rules Sets of logical condi ons required for valida ng data from external systems.
Roles Grouping of actors in various categories
Op ons and op on The two basic op ons are: Ac ons and Referrals. Ac ons are based on transac ons or
types workflow tasks.

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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, Descrip on 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 separa on of database and custom func ons.

2. Create new DP Doc Type:

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

b. Click on ‘New Entries’ bu on (In case you wish to edit exis ng one then double click on the document
type)

c. Enter following details: Descrip on, 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, Pos ng Role, Rescan Role, Check
Display Index Data checkbox, Check Skip Dashboard checkbox and Check Display Image checkbox.

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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 bu on

c. Check the Ac ve checkbox bu on. Select the value of BDC transac on ID and Background Tran ID (BDC
transac on ID is used to process an SAP transac on to create SAP document in user context. Background Tran

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ID is used to process SAP transac on to create SAP document in background). Enter value of Autopost flag (X:
for background processing) and parking reason.

4. Configure Index screen op on:

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

b. Double click on Index Screen Op on and click on New Entries Bu on.

c. Provide following details: Process Type, Descrip on, Current Role (Role which processes the Work Item),
Check on Allow Changes check box, check Show Duplicates check box, select Ini al 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 bu on in dashboard and check Disable Rescan check box in case you want to
hide Rescan bu on in dashboard.

5. Configure Automa c 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.

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6. Define Process Type determina on 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 simula on 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 Func on, Constant Value, Required Field)

7. Maintain PO line Determina on: 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 Func on (custom func on to determine PO line number.
It is blank by default and OpenText standard func on module is used).

c. Double click on PO Line Determina on Fields and maintain fields you to bed used for PO line
determina on and save.

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d. Go to /n/OPT/VIM_1CX1. Double click on Document Type and enter the value for Determina on Logic ID.
Save.

8. Maintain Tax Code Determina on:

a. Go to T-Code /n/OPT/VIM_1CX1. Double click on Document Type and select the radio bu on for required
op on. 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 calcula on (Auto Calculate Tax, Allow Zero Tax Rate, and Allow without
Rate).

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9. Configure Duplicate Check: This is to check in case a duplicate document is created. A er iden fying 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 bu on and enter the Duplicate Check Group number, Descrip on, Duplicate Check
Type (Func on Module and Index Data Field) and Ext. Dup. Check Func on. Select Run Duplicate Check in
Central System

c. Select the created group and double click on group field and men on 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.

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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 work ow setting.

Regards

Raja

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Pankaj Pareek | Post author

July 2, 2014 at 8:58 am

Hi Raja,

I am planning to publish more documents on VIM giving insights on various con guration settings including
chart of authority and work ow settings.

VIM can be implemented without ICC also but ICC helps to signi cantly reduce the e ort 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 speci c topic then please let me know. I will try to share one with you on that
topic.

Regards

Pankaj Pareek

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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.

Thanks,

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Pilar

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Pankaj Pareek | 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 speci c information then let me know. I
will try to include that also.

Regards

Pankaj Pareek

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Pankaj Pareek | 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
nd it useful. In case you still have any issues then please do let me know. Please check: OpenText VIM: Roles
creation

Like(0)

Luz Ángela del Pilar Castro Castillo

July 7, 2014 at 2:08 pm

We are working on how does it work with the ow of Coder-Requester-Approver, as well we have been
con gurating old COA because if we try directly in the new COA the elds 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 re ect this from
ICC in VIM.

Thanks for any help,

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Pilar C.

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Pankaj Pareek | 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

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Luz Ángela del Pilar Castro Castillo

July 8, 2014 at 1:11 pm

Great!

 
Thank you…

Pilar C.

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Pankaj Pareek | 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 con gurations 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 speci c query about any topic.

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Thank you

Regards

Pankaj Pareek

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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 nantial 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.

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Pankaj Pareek | 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

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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 di erent 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, nished 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 con guration error in our validations, So, VIM
never detected the duplicity for these documents.

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     The rst 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.

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Pankaj Pareek | 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

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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.

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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 rm and they are extremely tight on releasing any
documentation on what the did.

Any additional info you have will be very much appreciated.

Regards!

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Pankaj Pareek | 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

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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].

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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.

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Pankaj Pareek | Post author

August 27, 2015 at 4:00 am

Hi Patralekha,

Thank you for kind words.

Regards

Pankaj Pareek

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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 nd the code for making such changes. Any .war or jsp les you can suggest

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Thanks

Harshmeet

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Pankaj Pareek | 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 de ne 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
di erent for version 6 and version 7.

Once you have made changes to the process options then go to de ne 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 eld hide or visible or mandatory for a DP document then please edit
Header or line item details for DP document. The path is again di erent 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:

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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
work ow to be nished and, consequently, the WI to disappear from their inbox.

Is there any standard way of achiving this? Or at least nising 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 | 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 gure 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

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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 di cult at the beginning and these posts encougared us to go on.

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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

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Prasad Chougule

November 18, 2015 at 2:32 pm

Hi Pankaj,

I am getting one Issue in VIM noti cations from OT ,we have con gure 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.

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Naresh Nelapatla

June 17, 2018 at 1:14 am

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

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Former Member

August 31, 2016 at 7:19 am

Hi Pankaj.

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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….

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Pankaj Pareek | 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 Con guration. I hope this might help you.

Regards

Pankaj Pareek

Like(0)

Former Member

September 10, 2016 at 12:24 pm

Hi Pankaj,

Can you pls help me with the con guration 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

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

Regards,
Priyank

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Pankaj Pareek | 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,
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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 | 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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Former Member

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 nd any particular missing con g as coding is same in both
systems.
can you please try to suggest some points.

BR
Gaurav

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Pankaj Pareek | 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 con guration for process type for the DP document might di er 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 di cult for me to help you
without sharing the screen and checking into your system.

Regards

Pankaj Pareek

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Former Member

February 22, 2017 at 7:34 pm

Hi Pankaj,

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

H.Yoga

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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 ?
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Pankaj Pareek | 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-con guration/

Regards

Pankaj Pareek

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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.

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Pankaj Pareek | Post author

July 7, 2017 at 2:46 pm

Hi Patrick,

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

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 elds in 6th tab inside the document type.

I was able to add the elds 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 elds 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 elds on pressing save button.

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

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

Regards.

Ranjan

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Pankaj Pareek | Post author

August 30, 2017 at 6:00 pm

Hi Ranjan,

I am sorry for very late response. I am not getting noti cation 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 elds (unless you are
not having those elds for all the scenarios). You might have to create two DPs (one for PO and one for Non
PO) based upon your requirement

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2. Once the new elds are added then you need to map the eld 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
re ected 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

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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 eld “Attribute1” in VIM

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

Regards,

Tamilba

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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.

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Pankaj Pareek | 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

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Subir Brahma

September 6, 2017 at 4:40 pm

Hi Pankaj,

Did you nd 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 di erent 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, nished 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.

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

The rst 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.
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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

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Pankaj Pareek | Post author

September 22, 2017 at 8:03 pm

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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 di erent archive types for di erent countries. Each coutries have di erent DP doc types.

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

Looking forward to your expert advise.

Regards,

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Pankaj Pareek | 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

Con guration > Document Type Con guration > Maintain Document Types.

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

and double-click ArchiveLink Mapping.

3. In the ArchiveLink Mapping Overview screen, con gure 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
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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 con guration, 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 | 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.

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Regards

Kathy

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Pankaj Pareek | 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 gure it out.

To map ArchiveLink document types to a DP document type:

1. Follow Vendor Invoice Management > Document Processing Con guration >
Document Type Con guration > Maintain Document Types.
2. In the Document Type De nition Overview screen, select a DP document type
and double-click ArchiveLink Mapping.
3. In the ArchiveLink Mapping Overview screen, con gure 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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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
di erent window. Please help. I need the Image preview in the side panel.

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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 rst.    For
legacy system we had an urgent mailbox that we provided only to areas that we consider high pro le, 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
de ne 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

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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 elds are editable?

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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 con rm and guide me regarding VAT con guration, 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 con guration and ArchiveLink very useful. Yet i’m struggling to nd 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/work ow noti cations and have also customised it to
show noti cations from VIM. So when someone needs to process a VIM Invoice; he or she gets a noti cation 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

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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 con g. 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 eld “Attribute1” in VIM

2. How to map the eld 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 di erent 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 nd 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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