McCloy Data Insights.

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Helping future-focused leaders navigate what’s next:

McCloy Data 9/28/26 McCloy Data 9/28/26

OpenText VIM BC-Sets: compare before you activate

Before you activate OpenText VIM BC-Sets in SCPR20, compare them to your tables, back up what you have, and name who may activate process-affecting sets.

McCloy Data 9/25/26 McCloy Data 9/25/26

Supplier bank changes in OpenText VIM: name who may clear the hold

Supplier bank changes in OpenText VIM: name who may clear the hold, what evidence is required, dual control, and the vendor-master versus invoice path.

McCloy Data 9/24/26 McCloy Data 9/24/26

OpenText VIM reporting after go-live: separate channels before you trust the score

OpenText VIM reporting after go-live lies when email PDF, structured e-invoice, and EDI share one score. Separate channels before you trust the number.

McCloy Data 9/23/26 McCloy Data 9/23/26

OpenText VIM tolerance bands: name finance before you tune match

OpenText VIM price and quantity tolerances are finance policy expressed in match—not a technical knob. Name finance before you tune any of those bands.

McCloy Data 9/22/26 McCloy Data 9/22/26

OpenText VIM business rules after go-live need a living change owner

OpenText VIM business rules age after go-live. Name who may change a rule, who tests it, who signs it, and where the change log lives—before the next transport.

McCloy Data 9/21/26 McCloy Data 9/21/26

Own the exceptions you actually see after go-live on OpenText VIM on S/4HANA

Go-live is not proof AP is fine. After OpenText VIM on S/4HANA, own the exception types you actually see by volume—then name an owner for each type you keep.

McCloy Data 9/18/26 McCloy Data 9/18/26

SAP TM carrier invoices in OpenText VIM: name the dispute handoff

For SAP TM carrier invoices in OpenText VIM, name where VIM stops, where TM dispute starts, and who owns carrier exceptions when invoices land with AP.

McCloy Data 9/17/26 McCloy Data 9/17/26

OpenText VIM document archiving: keep the write job honest

OpenText VIM document archiving is operating work. When write jobs drag, AP and Basis feel it - keep the write job honest and prove retrieval still works.

McCloy Data 9/16/26 McCloy Data 9/16/26

Dictionary-based 3-way match in OpenText VIM needs a living owner

Dictionary-based 3-way match in OpenText VIM fails quietly when master data and tolerance owners are unclear. Name who maintains the match rules today.

McCloy Data 9/15/26 McCloy Data 9/15/26

What an OpenText VIM health check should put on one page

An OpenText VIM health check should leave AP and IT one shared evidence page: version pair, exceptions, CoA, capture, archive sample, and named owners.

McCloy Data 9/14/26 McCloy Data 9/14/26

Native email approvals in OpenText VIM: name the audit trail before you turn them on

Native email approvals in OpenText VIM 25.4 are real. Name template scope, who may approve from mail, and who owns the audit trail before you go live.

McCloy Data 9/11/26 McCloy Data 9/11/26

AI extraction in OpenText VIM needs a named owner

AI extraction in OpenText VIM only sticks when someone owns learning data, exception feedback loops, and what “good enough” means for everyday AP quality.

McCloy Data 9/10/26 McCloy Data 9/10/26

Public Fiori and OpenText VIM images on RISE Private Cloud

Public Fiori on RISE Private Cloud can break OpenText VIM image display. Fix ArchiveLink locations, hosts, and who owns that archive path before go-live.

McCloy Data 9/9/26 McCloy Data 9/9/26

ArchiveLink on RISE with SAP: keep the link, redesign the path

ArchiveLink still works on RISE with SAP. The real work is the network path, who owns the repository, and retrieval tests that AP can actually trust now.

McCloy Data 9/8/26 McCloy Data 9/8/26

Rebuild the OpenText VIM Chart of Authority after a landscape move

A landscape move resets who can approve what in OpenText VIM. Rebuild the Chart of Authority against the org and company codes you actually run today.

McCloy Data 9/7/26 McCloy Data 9/7/26

OpenText VIM on RISE: what you have to re-prove after the move

On RISE, OpenText VIM still needs proof after cutover: the version pair, ArchiveLink path, Chart of Authority, inbound channels, and named AP owners now.

McCloy Data 8/31/26 McCloy Data 8/31/26

SAP Invoice Management by OpenText: same work, different door

SAP Invoice Management by OpenText and OpenText VIM name the same add-on family. Ask which storefront door you walked through before you design AP work.

McCloy Data 8/28/26 McCloy Data 8/28/26

Treat e-invoicing as an inbound channel, not a capture afterthought

Structured e-invoices change inbound work. Map DRC, Trading Grid, IDoc, and PDF channels first so validation and posting stay honest about capture work.

McCloy Data 8/27/26 McCloy Data 8/27/26

Non-PO invoices need their own design in OpenText VIM

Non-PO invoices fail for different reasons than PO mismatches. Give them their own coding, approval, and vendor rules—not a stretched PO exception path.

McCloy Data 8/26/26 McCloy Data 8/26/26

Fiori Capture Validation Workplace is a workplace choice, not a skin

The Windows Validation Client still works when versions match. Fiori Capture Validation Workplace removes desktop installs. Choose one aligned path now.