{"id":2142,"date":"2025-09-11T12:34:17","date_gmt":"2025-09-11T10:34:17","guid":{"rendered":"https:\/\/johannesauer.com\/en\/?p=2142"},"modified":"2025-09-18T08:13:36","modified_gmt":"2025-09-18T06:13:36","slug":"what-is-smart-coding-and-how-can-i-use-it-in-sap-vim","status":"publish","type":"post","link":"https:\/\/johannesauer.com\/en\/sap-vim-customizing\/what-is-smart-coding-and-how-can-i-use-it-in-sap-vim\/","title":{"rendered":"What is Smart Coding and how can I use it in SAP VIM?"},"content":{"rendered":"\n<div class=\"wp-block-ainoblocks-notification-block status-warning border-all icon-fill pl__5\" style=\"border-width:1px\" x-data=\"{ open: true }\" @click=\"open = !open\" :class=\"{'close': ! open }\"><div class=\"content-wrapper\"><button class=\"close-btn\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 12 12\" aria-hidden=\"true\"><path d=\"M10.243 3.172l-2.829 2.828 2.829 2.829-1.414 1.414-2.829-2.829-2.828 2.829-1.414-1.414 2.828-2.83-2.828-2.827 1.414-1.414 2.828 2.827 2.828-2.827z\"><\/path><\/svg><\/button><span class=\"icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\" aria-hidden=\"true\"><path d=\"M12 17c0.552 0 1 0.448 1 1s-0.448 1-1 1c-0.552 0-1-0.448-1-1s0.448-1 1-1zM13 5v10h-2v-10h2z\"><\/path><\/svg><\/span>\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-80fb368b wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\">\n<p class=\"has-text-align-justify has-text-align-justify\" style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.098), 15px);\">This article is intended for informational purposes only and does not supersede or replace the official documentation provided by OpenText. It serves as supplementary guidance to assist with common challenges that may arise. For authoritative instructions and compliance requirements, refer to OpenText&#8217;s official documentation and support.<\/p>\n<\/div>\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">In the world of Accounts Payable automation, efficiency is king. One of the standout innovations in Open Text Vendor Invoice Management (VIM) for SAP Solutions is <strong>Smart Coding <\/strong>\u2014 a feature designed to make invoice processing <strong>faster<\/strong>, more <strong>accurate<\/strong>, and <strong>less dependent on repetitive manual entries<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is Smart Coding?<\/h2>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">Smart Coding is a machine learning\u2013driven function in VIM that helps users automatically assign coding proposals to invoice line items. Instead of manually entering cost centers, GL accounts, or other coding data every time, VIM learns from historical postings and suggests coding values during document indexing.<\/p>\n\n\n\n<div class=\"wp-block-ainoblocks-notification-block status-info border-all icon-fill pl__5\" style=\"border-width:1px\" x-data=\"{ open: true }\" @click=\"open = !open\" :class=\"{'close': ! open }\"><div class=\"content-wrapper\"><button class=\"close-btn\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 12 12\" aria-hidden=\"true\"><path d=\"M10.243 3.172l-2.829 2.828 2.829 2.829-1.414 1.414-2.829-2.829-2.828 2.829-1.414-1.414 2.828-2.83-2.828-2.827 1.414-1.414 2.828 2.827 2.828-2.827z\"><\/path><\/svg><\/button><span class=\"icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\" aria-hidden=\"true\"><path d=\"M13 9v10h-2v-10h2zM12 5c0.552 0 1 0.448 1 1s-0.448 1-1 1c-0.552 0-1-0.448-1-1s0.448-1 1-1z\"><\/path><\/svg><\/span>\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-80fb368b wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\">\n<p class=\"has-text-align-left\" style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.098), 15px);\">Availability of this feature depends on your VIM version, and the specific fields that can be learned may differ.<\/p>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Benefits of Smart Coding<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Time savings<\/strong>: Reduces manual effort in entering repetitive cost allocations.<\/li>\n\n\n\n<li><strong>Consistency<\/strong>: Ensures coding aligns with historical and organizational patterns.<\/li>\n\n\n\n<li><strong>Fewer errors<\/strong>: Minimizes the risk of incorrect GL postings.<\/li>\n\n\n\n<li><strong>Scalability<\/strong>: Supports large volumes of invoices without increasing headcount.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Basic Model and PAL Model: What&#8217;s the difference?<\/h2>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">In Open Text VIM Smart Coding, the <strong>Basic Model<\/strong> and the <strong>PAL Model<\/strong> differ mainly in <strong>complexity<\/strong> and <strong>accuracy<\/strong>.<\/p>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">The <strong>Basic Model<\/strong> is a simple, frequency-based approach. It analyzes historical postings for a given company code and supplier, then suggests a GL account and cost object based on how often that combination was used before. It&#8217;s easy to set up and works as a foundation, but it&#8217;s limited to pattern recognition and doesn&#8217;t adapt well to complex scenarios.<\/p>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">The <strong>PAL Model<\/strong>, on the other hand, is powered by <strong>SAP HANA<\/strong>&#8216;s <strong>Predictive Analytics Library<\/strong> (PAL). It applies machine learning, using multiple factors like company code, supplier, requester, expense type, tax rate, and invoice amount to generate proposals. This makes it far more accurate and dynamic than the Basic Model, but it requires <strong>SAP S\/4HANA with PAL installed<\/strong> and <strong>builds on the Basic Model<\/strong>&#8216;s training.<\/p>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">In short: the Basic Model is static and straightforward, while the PAL Model is <strong>context-aware<\/strong> and designed for <strong>higher accuracy<\/strong> in real-world invoice coding.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to activate Smart Coding<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 0: Read the documentation and test in a sandbox environment first.<\/h3>\n\n\n\n<p>Make sure to check chapter <strong>Smart coding<\/strong> in <strong>OpenText Vendor Invoice Management for SAP Solutions: Configuration Guide for Invoice Solution<\/strong>. Please understand that Step 1 deletes all coding statistics from your system.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Delete Coding Statistics<\/h3>\n\n\n\n<p>To start with a clean surface the first step is to delete what is in the system using T-Code <strong>\/OTX\/PS302_TRAIN_CODING_DELETE<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-ainoblocks-notification-block status-warning border-all icon-fill pl__5\" style=\"border-width:1px\" x-data=\"{ open: true }\" @click=\"open = !open\" :class=\"{'close': ! open }\"><div class=\"content-wrapper\"><button class=\"close-btn\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 12 12\" aria-hidden=\"true\"><path d=\"M10.243 3.172l-2.829 2.828 2.829 2.829-1.414 1.414-2.829-2.829-2.828 2.829-1.414-1.414 2.828-2.83-2.828-2.827 1.414-1.414 2.828 2.827 2.828-2.827z\"><\/path><\/svg><\/button><span class=\"icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\" aria-hidden=\"true\"><path d=\"M12 17c0.552 0 1 0.448 1 1s-0.448 1-1 1c-0.552 0-1-0.448-1-1s0.448-1 1-1zM13 5v10h-2v-10h2z\"><\/path><\/svg><\/span>\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-80fb368b wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\">\n<p class=\"has-text-align-left\" style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.098), 15px);\"><strong>Warning<\/strong>: This will delete the coding statistics in the selected system! <\/p>\n<\/div>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"710\" height=\"402\" src=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-2.png\" alt=\"\" class=\"wp-image-2145\" style=\"width:425px;height:auto\" srcset=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-2.png 710w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-2-300x170.png 300w\" sizes=\"auto, (max-width: 710px) 100vw, 710px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"782\" height=\"234\" src=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-3.png\" alt=\"\" class=\"wp-image-2146\" style=\"width:459px;height:auto\" srcset=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-3.png 782w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-3-300x90.png 300w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-3-768x230.png 768w\" sizes=\"auto, (max-width: 782px) 100vw, 782px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Train Coding Statistics: Basic Model<\/h3>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">Now that we have an empty Smart Coding environment we start by training the basic Smart Coding model using <strong>\/OTX\/PS302_TRAIN_CODING<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"668\" src=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-4-1024x668.png\" alt=\"\" class=\"wp-image-2147\" srcset=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-4-1024x668.png 1024w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-4-300x196.png 300w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-4-768x501.png 768w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-4.png 1218w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">For the first run always use the &#8220;Test Mode&#8221; to make sure everything is working correctly. If the <strong>first run in test mode<\/strong> was successful, it can be repeated without test mode.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"449\" src=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-5-1024x449.png\" alt=\"\" class=\"wp-image-2148\" srcset=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-5-1024x449.png 1024w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-5-300x132.png 300w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-5-768x337.png 768w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-5.png 1040w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">From this point of time it is already possible to use smart coding in the system by <strong>clicking on Smart Coding button<\/strong> in the Line Items Tab on the Indexing Screen:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"356\" src=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-6-1024x356.png\" alt=\"\" class=\"wp-image-2149\" srcset=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-6-1024x356.png 1024w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-6-300x104.png 300w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-6-768x267.png 768w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-6-1536x534.png 1536w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-6.png 1628w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"494\" src=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-12-1024x494.png\" alt=\"\" class=\"wp-image-2156\" srcset=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-12-1024x494.png 1024w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-12-300x145.png 300w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-12-768x371.png 768w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-12-1536x742.png 1536w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-12.png 1748w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Train Coding Statistics: PAL Decision Model<\/h3>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">To use the more advanced PAL Decision Model you must ensure that your system has the following prerequisites in place:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>SAP S\/4 HANA<\/li>\n\n\n\n<li>PAL model installed and activated<\/li>\n\n\n\n<li>Basic Model training is completed <em>(Step 2)<\/em><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"655\" src=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-7-1024x655.png\" alt=\"\" class=\"wp-image-2150\" srcset=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-7-1024x655.png 1024w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-7-300x192.png 300w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-7-768x492.png 768w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-7.png 1206w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">Similar to the Basic Model: for the first run always use the &#8220;<strong>Test Mode<\/strong>&#8221; to make sure everything is working correctly. If the first run in test mode was successful, it can be repeated without test mode.<\/p>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">Once you have completed the training for the PAL Decision Tree Model you can see an entry in VIM Central Workplace (\/n\/OTX\/PF03_WP) in work center <strong>Smart Coding<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"191\" src=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-11-1024x191.png\" alt=\"\" class=\"wp-image-2155\" srcset=\"https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-11-1024x191.png 1024w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-11-300x56.png 300w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-11-768x143.png 768w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-11-1536x286.png 1536w, https:\/\/johannesauer.com\/wp-content\/uploads\/2025\/09\/image-11.png 1676w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Final Thoughts<\/h2>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">Smart Coding in OpenText VIM can offer significant benefits \u2014 especially for organizations processing moderate to high invoice volumes. It has the potential to reduce manual data entry, improve consistency, and help teams spend less time on repetitive tasks. However, it&#8217;s important to keep expectations realistic:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Smart Coding usually requires a period of training before it produces reliable results. Initially, proposals will need review, and accuracy may be limited for uncommon combinations or new suppliers.<\/li>\n\n\n\n<li>The PAL model improves accuracy over the basic model, but it also requires a solid foundation: enough historical data, correct setup, and ongoing monitoring.<\/li>\n\n\n\n<li>Smart Coding won&#8217;t eliminate coding errors entirely. Edge cases, exceptions, complex allocations, or unusual cost objects will still require human intervention.<\/li>\n\n\n\n<li>Benefits are greatest when invoice volumes are high and coding rules relatively stable. In very volatile or complex environments, the value may be less dramatic.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\"><br>In short: Smart Coding can be a useful tool to help reduce workload and increase consistency, but it\u2019s not a magic bullet. Proper expectation setting, pilot testing, and incremental rollout are key for getting good value. <\/p>\n\n\n\n<p class=\"has-text-align-justify has-text-align-justify\">What has been your experience with Smart Coding so far? Did it meet your expectations, or did you run into challenges? Share your thoughts in the comments below \u2014 I&#8217;d love to hear them.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the world of Accounts Payable automation, efficiency is king. One of the standout innovations in Open Text Vendor Invoice Management (VIM) for SAP Solutions is Smart Coding \u2014 a feature designed to make invoice processing faster, more accurate, and less dependent on repetitive manual entries. What is Smart Coding? Smart Coding is a machine [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2155,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21,64,13,17],"tags":[25,14],"class_list":["post-2142","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-documentation","category-sap-vim-customizing","category-sap-vim","category-sap","tag-opentext","tag-sap-vim"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What is Smart Coding and how can I use it in SAP VIM?<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/johannesauer.com\/en\/sap-vim-customizing\/what-is-smart-coding-and-how-can-i-use-it-in-sap-vim\/\" \/>\n<script type=\"application\/ld+json\" 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