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Nowdays we meet with this phenomenon more and more. Let's check, what is the cause of this behavior.

Users can start "transaction" /N/OPT/VIM in the SAP GUI:

The result is, they get a different menu tree, a menu tree for Opentext VIM:

However, when users start the "transaction" /N/OPT/VIM in NWBC Desktop Client:

they get an error message: Transaction /OTP/VIM is unknown - in case of other area menus, the error message
contains the transaction code for that specific area menu

The reason is the following:

/OPT/VIM is NOT A TRANSACTION, but an Area menu, that can be checked in transaction SE43:

This is the reason, why it cannot be called in NWBC as a transaction. NWBC builds the menu tree once during log on,
and to use this menu, the menu tree should be built again.

To make the users be able to use this menu in NWBC, the menu has to be assigned to the user as a Default menu in

When this is done, and the user logs into NWBC, then he is able to use this newly assigned menu structure:

To use /OPT/VIM menu structure in NWBC, this is the only way to do it. The transactions are available for
starting also without a menu tree, when users still want to use SAP Standard Easy Access Menu. It is important,
that for using SAP standard / Area menus in NWBC, checkbox 'Use SAP menu instead of User Menu' has to be

OpenText VIM: Basic configuration for Document

Processing (DP) document types
created by Pankaj Pareek on Feb 10, 2014 6:36 PM, last modified by Pankaj Pareek on Feb 10, 2014 6:48 PM
Version 1

Audience: This is for those who are familiar with OpenText VIM.
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
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:
Document Highest level attribute. It determines screen
layout and SAP transaction to be called.


Each document type needs at least one process

type. It affects the process flow. It determines
initial actors and collaboration options available
to actors.


Sets of logical conditions required for validating

data from external systems.


Grouping of actors in various categories

The two basic options are: Actions and
and option Referrals. Actions are based on transactions or
workflow tasks.
For configuring different duplicate check logic

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

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
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:
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

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.