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    Dokumen - Tips Opentext-Vim

    Uploaded by

    Anil Reddy
    This document provides instructions for configuring document processing (DP) document types in OpenText VIM. The key steps include: 1) Creating a new DP ArchiveLink document type with attributes like document type, description, and document class. 2) Defining the document type's process type, business rules, roles, and other components. 3) Configuring the indexing screen options, tax code determination, duplicate check infrastructure and more. This allows customizing DP document types for various business scenarios.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Dokumen - Tips Opentext-Vim

    Uploaded by

    Anil Reddy
    37 views7 pages
    This document provides instructions for configuring document processing (DP) document types in OpenText VIM. The key steps include: 1) Creating a new DP ArchiveLink document type with attributes like document type, description, and document class. 2) Defining the document type's process type, business rules, roles, and other components. 3) Configuring the indexing screen options, tax code determination, duplicate check infrastructure and more. This allows customizing DP document types for various business scenarios.

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    dokumen.tips_opentext-vim

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    This document provides instructions for configuring document processing (DP) document types in OpenText VIM. The key steps include: 1) Creating a new DP ArchiveLink document type with attributes like document type, description, and document class. 2) Defining the document type's process type, business rules, roles, and other components. 3) Configuring the indexing screen options, tax code determination, duplicate check infrastructure and more. This allows customizing DP document types for various business scenarios.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    37 views7 pages

    Dokumen - Tips Opentext-Vim

    Uploaded by

    Anil Reddy
    This document provides instructions for configuring document processing (DP) document types in OpenText VIM. The key steps include: 1) Creating a new DP ArchiveLink document type with attributes like document type, description, and document class. 2) Defining the document type's process type, business rules, roles, and other components. 3) Configuring the indexing screen options, tax code determination, duplicate check infrastructure and more. This allows customizing DP document types for various business scenarios.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 7

    7/24/2019 OpenText VIM

    OpenText VIM: Basic


    confguration or Document
    Processing (DP) document
    types
    created by Pankaj Pareek on Feb 10, 2014 6:36 PM, last modifed by Pankaj Pareek on Feb
    10, 2014 6:48 PM
    Version 1
    in!are1

    Audience: "!is is #or t!ose $!o are #amiliar $it! %&en"e't V(M)

    Introduction
    %&en"e't V(M is &acka*ed sol+tion #or mana*in* inoices) -it! %&en"e't V(M
    one can better mana*e t!e $ork.o$ o# t!e inoices, &ay correct amo+nt to
    endors, create ario+s ty&es o# inoices, *et t!e a*in* re&ort, kee& c!eck
    and ario+s alidations /doc+ment ty&e, inoice in#ormation etc),
    elimination o# errors and d+&licate c!eck) ain* a !i*!ly conf*+rable
    desi*n allo$s V(M to accommodate ario+s b+siness scenarios and cater
    needs to ario+s or*aniations)
    V(M &re&rocess data be#ore creatin* P doc+ment) %nce system alidates
    all t!e b+siness r+les and &ass t!e doc+ment t!en doc+ment in P is
    created) P com&rises o# #ollo$in*:
    omponents Description

    i*!est leel attrib+te) (t determines screen layo+t and P


    oc+ment "y&e transaction to be called)
    5ac! doc+ment ty&e needs at least one &rocess ty&e) (t aects
    &rocess .o$) (t determines initial actors and collaboration o&tio
    Process "y&e aailable to actors)
    ets o# lo*ical conditions re9+ired #or alidatin* data #rom e'te
    7+siness +les systems)
    oles ro+&in* o# actors in ario+s cate*ories
    %&tions and  "!e t$o basic o&tions are: ctions and e#errals) ctions are ba

    o&tion ty&es transactions or $ork.o$ tasks)


    +&licate ;!eck
    in#rastr+ct+re For conf*+rin* dierent d+&licate c!eck lo*ic
     
    onfguring DP document types
    %&en"e't &roides standard doc+ment ty&es #or most o# t!e scenarios
    !o$eer one can create a c+stom doc+ment ty&e by #ollo$in* belo$ ste&s:

    http://slidepdf.com/reader/full/opentext-vim 1/7
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    1) ;reate P rc!ie<ink oc "y&es: o to "=;ode %;2 and create ne$ P
    rc!ie<ink doc+ment ty&e by &roidin* al+es #or oc+ment "y&e,
    escri&tion and oc+ment ;lass)

    (t is recommended to maintain one P rc!ie<ink #or eac! P doc ty&e


    een i# t!e &rocess is same as it allo$s se&aration o# database and c+stom
    #+nctions)
    2) ;reate ne$ P oc "y&e:
      a) o to "=code >n>%P">V(M?1;@1
      b) ;lick on ABe$ 5ntriesA b+tton /(n case yo+ $is! to edit e'istin* one t!en
    do+ble click on t!e doc+ment ty&e
      c) 5nter #ollo$in* details: escri&tion, oc+ment (nde' "y&e /(nde'in*
    +sin* %;, %nline (nde'in*, Bo (nde'in*, and (nde'in* +sin* (%;, (noice
     "y&e, B+mber an*e, P F( oc ty&e, rc!ie oc "y&e, <ine (tem ata,
    +&licate ;!eck ro+&, +&licate ;!eck ole, e#a+lt Process ty&e, Postin*
    ole, escan ole, ;!eck is&lay (nde' ata c!eckbo', ;!eck ki&
    as!board c!eckbo' and ;!eck is&lay (ma*e c!eckbo')

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    B%"5: (nde'in* is a &rocess o# fllin* +& t!e inoicin* details in t!e P


    doc+ment)
    3) efne Process "y&e:
      a) ot to "=;ode >n>%P">V(M?1;@1) elect t!e created P oc+ment "y&e
      b) o+ble ;lick on oc+ment Process and select t!e &rocess ty&e) ;lick on
    etails b+tton

      c) ;!eck t!e ctie c!eckbo' b+tton) elect t!e al+e o# 7; transaction
    ( and 7ack*ro+nd "ran ( /7; transaction ( is +sed to &rocess an P
    transaction to create P doc+ment in +ser conte't) 7ack*ro+nd "ran ( is
    +sed to &rocess P transaction to create P doc+ment in back*ro+nd)
    5nter al+e o# +to&ost .a* /@: #or back*ro+nd &rocessin* and &arkin*
    reason)

    http://slidepdf.com/reader/full/opentext-vim 3/7
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    4) ;onf*+re (nde' screen o&tion:


      a) o to "=;ode >n>%P">V(M?1;@1) elect t!e created P oc+ment "y&e)
      b) o+ble click on (nde' creen %&tion and click on Be$ 5ntries 7+tton)
      c) Proide #ollo$in* details: Process "y&e, escri&tion, ;+rrent ole /ole
    $!ic! &rocesses t!e -ork (tem, ;!eck on llo$ ;!an*es c!eck bo', c!eck
    !o$ +&licates c!eck bo', select (nitial "ab /as!board and (nde' ata,
    elect 5nable im+late in case yo+ $ant to ski& certain b+siness r+les, c!eck
    isable %bsolete c!eck bo' in case yo+ $ant to !ide obsolete b+tton in
    das!board and c!eck isable escan c!eck bo' in case yo+ $ant to !ide
    escan b+tton in das!board)

    C) ;onf*+re +tomatic (ma*e is&lay:


      a) o to "=;ode M30 and enter >P"-F(>D?;%B" in "able>Vie$ and ;lick
    Maintain)
      b) Ender &rod+ct code 00C do+ble click constant
    7%?(M5?E"%) 5nter al+e @ and sae)
    6) efne Process "y&e determination se9+ence:
      a) o to "=;ode >n>%P">V(M?1;@1) elect t!e create doc+ment ty&e and
    do+ble click on Proc) "y&e) et) e9+ence)

    http://slidepdf.com/reader/full/opentext-vim 4/7
    7/24/2019 OpenText VIM

      b) 5nter #ollo$in* details: te& (d, Process ty&e, c!eck 5'cl+de #rom
    im+late c!eckbo' to e'cl+de b+siness r+le #rom sim+lation and c!eck
    7y&ass &ossible c!eckbo' to enable by&ass o# b+siness r+le

      c) elect t!e ste& and do+ble click on e9+ence te&s) 5nter al+e #or
    te& e9+ence, Field Bame #or t!e feld t!at needs to be alidated, c!eck
    ty&e /"able Field, ;!eck F+nction, ;onstant Val+e, e9+ired Field

    ) Maintain P% line etermination: -!en data is ca&t+red #rom e'ternal


    system t!en P% line n+mber mi*!t not be s+&&lied t!+s t!is ste& !el&s to
    determine t!e P% line n+mber in s+c! scenario)
      a) o to >n>%P">V(M?P%<
      b) 5nter P% <ine et) ( /s!o+ld start $it! 1, ;!eck F+nction /c+stom
    #+nction
    standardto determine
    #+nction P% line
    mod+le n+mber) (t is blank by de#a+lt and %&en"e't
    is +sed)
      c) o+ble click on P% <ine etermination Fields and maintain felds yo+ to
    bed +sed #or P% line determination and sae)

      d) o to >n>%P">V(M?1;@1) o+ble click on oc+ment "y&e and enter t!e


    al+e #or etermination <o*ic () ae)
    8) Maintain "a' ;ode etermination:

    http://slidepdf.com/reader/full/opentext-vim 5/7
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      a) o to "=;ode >n>%P">V(M?1;@1) o+ble click on oc+ment "y&e and


    select t!e radio b+tton #or re9+ired o&tion) (n order to *et t!e ta' code #rom
    endor master t!en select A"a' ;ode #rom Vendor MasterA)
      b) (n case ta' is determined +sin* %&en"e't ta' table /table:
    >%P">V(M?"@?;F +se t=code >n>%P">V(M?7<?"@?;F
     Dero
    c) elect a&&licable
    "a' ate, c!eckbo'
    and llo$ $it!o+t#or ta' calc+lation /+to ;alc+late "a', llo$
    ate)

    G) ;onf*+re +&licate ;!eck: "!is is to c!eck in case a d+&licate doc+ment


    is created) #ter identi#yin* t!e doc+ment can be ro+ted back to t!e
    &redefned role #or #+rt!er &rocessin*)
      a) o to "=;ode >n>%P">V(M?1;@C
      b) ;lick on Be$ 5ntries b+tton and enter t!e +&licate ;!eck ro+&
    n+mber, escri&tion, +&licate ;!eck "y&e /F+nction Mod+le and (nde' ata
    Field and 5't) +&) ;!eck F+nction) elect +n +&licate ;!eck in ;entral
    ystem

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      c) elect t!e created *ro+& and do+ble click on *ro+& feld and mention
    t!e felds #or d+&licate c!eck

    10) etermine
    contains endorsP%t!at
    inoices
    send by
    P% Vendor "able: "able
    based inoices) >%P">V"?%;?5"
    Vendor can send inoices
    $it!o+t &roidin* P% n+mber) (# endor is not #o+nd in t!is table t!en system
    c!ecks #or P% n+mber)

    http://slidepdf.com/reader/full/opentext-vim 7/7

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