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OpenText Vim DP solution is used for AP Exception posting and there are cases where AP needs to grab the document from NON AP users. Using standard method they can do it via SWIA Tcode but unfortunately this tcode is only given to Workflow Admin. In a day AP has around 100 cases they need to grab the document so it is impossible for workflow admin to do that. We built a solution where AP can grab themselves and also be able to edit it right away. Editing is an issue when you forward from SWIA as the DP document Role determines whether it can be edited or not. Using this Admin method they have saved at least 1 day backlog for each document hence helping the company to gain the Cash discount and also maintain a good reputation with Vendors.

Current Solution

OpenText Vim
DP solution is used for AP posting and there are cases where AP needs to grab
the document from NON AP users. Using standard method they can do it via SWIA
Tcode
but unfortunately this
tcode is only given to Workflow Admin.

In a day AP has around 100 cases they
need to grab the document so it is impossible for workflow admin to do that.

There is a heavy dependency on Workflow
Admin for the on schedule payment for Invoices.

Editing is an issue when you forward from
SWIA as the DP document Role determines whether it can be edited. AP has to
again refer to their role to have the document editable.

IT should not be responsible for this
bottleneck.

New Solution

We built a solution where AP can grab
themselves and also be able to edit it right away. Editing is an issue when you
forward from SWIA as the DP document Role determines whether it can be edited
or not. Using this Admin method they have saved at least 1 day backlog for each
document hence helping the company to gain the Cash discount and also maintain
a good reputation with Vendors.

We also added the capability to send the workitem
to other users as well as GR creator

Create a method in a Business Object and
make it
instance
Independent

Instance independent.png

Please add the code below. Code snippet

/wp-content/uploads/2015/05/code_714225.png

Create a workflow

/wp-content/uploads/2015/05/template_714224.png

Create a Decision Task and assign to AP

/wp-content/uploads/2015/05/task_714223.png

AP select Send to AP Option

The following method gets executed.

/wp-content/uploads/2015/05/template_714224.png

Check the Binding

/wp-content/uploads/2015/05/binding_714221.png

Make Workflow Template as General task

Go to PFTC->Enter Workflow
Template->Additional Data->Agent Assignment->Maintain->Select
Attributes->General

task attribute.png

task attribute1.png

Real life Example

AP needs to grab the DP document

workflow example.png

AP Goes to DP document

Select /wp-content/uploads/2015/05/gos_714215.png        Workflow ->Start Workflow->Start

start workflow.png

start wf1.png

Now Select send to AP

Hit Send to AP

sand to ap.png

Wala everything is back to AP

/wp-content/uploads/2015/05/result_714212.png

Lets try to access it.

Everything is editable with no help from IT.No
issues with Audit

edit DP.png

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