OpenText Business Center Capture For SAP Solutions 16.3 - User Guide English (CPBC160300-UGD-En-01)

OpenText™ Business Center Capture for
SAP Solutions
User Guide
This document describes how to use the Validation Client of

OpenText™ Business Center Capture for SAP® Solutions 16.3.
CPBC160300-UGD-EN-01
OpenText™ Business Center Capture for SAP Solutions
User Guide
Rev.: 2017-Oct-20
This documentation has been created for software version 16.3.
It is also valid for subsequent software versions as long as no new document version is shipped with the product or is
published at https://knowledge.opentext.com.
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Table of Contents
1 Introduction ................................................................................ 5
2 Validating documents ............................................................... 7

2.1 Overview .......................................................................................... 7
2.2 Fields ............................................................................................... 8
2.3 Starting Validation ............................................................................. 8
2.4 Opening an application .................................................................... 10
2.5 Switching to a different SAP system ................................................. 10
2.6 Opening documents ........................................................................ 10
2.7 Field mode ..................................................................................... 11
2.8 Table mode .................................................................................... 12
2.9 Capturing table rows automatically ................................................... 14
2.10 Searching in database tables ........................................................... 15
2.10.1 Searching in a SAP table ................................................................. 15
2.10.2 Searching in a local database of the application ................................ 16
2.11 Marking documents for training ........................................................ 16
2.12 Terminating Validation ..................................................................... 17
2.13 Rejecting a document ...................................................................... 17
2.14 Correcting documents using the mouse ............................................ 18
2.14.1 Capturing data using Single Click Entry ............................................ 18
2.14.2 Capturing adjacent words using the mouse ....................................... 19
2.14.3 Capturing a text block using the mouse ............................................ 20
2.14.4 Capturing arbitrary words using the mouse ....................................... 20
2.15 Capturing data using the keyboard ................................................... 21
2.16 Working with table fields .................................................................. 23
2.16.1 Adding table rows ........................................................................... 23
2.16.2 Deleting table rows .......................................................................... 24
2.17 Working with an invoice application .................................................. 24
2.18 Working with a non-invoice application ............................................. 25
3 Configuring the Validation Client ........................................... 27

3.1 Changing layout of the Validation window ......................................... 27
3.1.1 Showing the fields above the document ............................................ 27
3.1.2 Arranging the fields in several columns ............................................. 27
3.1.3 Showing the field names before or above the fields ........................... 28
3.1.4 Switching to table mode ................................................................... 28
3.2 Changing user interface language .................................................... 28
3.3 Controlling document presentation ................................................... 28
3.3.1 Enlarging or reducing the document ................................................. 29
3.3.2 Rotating the document .................................................................... 29
3.3.3 Adapting the document to the size of the Document view ................... 29
OpenText Business Center Capture for SAP Solutions – User Guide iii
Table of Contents
3.4 Modifying field group colorizing ........................................................ 30

3.5 Advanced options ........................................................................... 30
3.5.1 Deactivating the polling animation .................................................... 30
3.5.2 Activating an additional key as TAB key ............................................ 30
3.5.3 Activating “Click to Submit” in the Image view ................................... 31
4 Keyboard shortcuts ................................................................. 33
iv OpenText Business Center Capture for SAP Solutions – User Guide

Chapter 1
Introduction
As component of OpenText™ Business Center for SAP® Solutions (BC), OpenText™

Business Center Capture for SAP® Solutions (BCC) provides automatic extraction
and manual validation of invoices and other business documents, for example
delivery notes or sales orders.
BCC comprises a Recognition Cluster and several Validation Clients. The

Recognition Cluster consists of a Server and optionally additional Recognition
Nodes. The Recognition Cluster gets recognition jobs from SAP, fetches the
corresponding document images from the archive, performs data extraction, and
returns its results to SAP.
Depending on the configuration on the SAP ERP system, all or selected documents
then become available for validation at one of the Validation Clients:
After installation, BCC will be customized for the needs of your company by
creating and configuring applications. An application processes documents with
specific archive document types. Often several applications for different types of
documents are needed. When the applications have been developed and tested, they
are transferred to the SAP Production System and become available for Validation
Clients.
OpenText Business Center Capture for SAP Solutions – User Guide 5

Chapter 1 Introduction
When you start a Validation Client, you will have to log in to a SAP ERP system
first. When you have logged in successfully, the Validation Client checks whether
new applications or new versions of already existing applications are available and
downloads them, if necessary.
You must then open a suitable application comprising archive document types you
are authorized to work on. Your system administrator will tell you which
applications you may use. If you open an application you are not authorized for, the
Validation Client does not get any documents for correction.
If no documents are available for you, the program window indicates that the
Validation Client is waiting for data. If your authorization comprises more than one
application, you could switch to another application in this case.
6 OpenText Business Center Capture for SAP Solutions – User Guide

Chapter 2
Validating documents
2.1 Overview
With BCC, recognition results can be checked and corrected easily:
With this form you can check and capture image data conveniently and quickly. The
form layout described below is the default layout. Arrangement and titles of the
fields can be changed to suit individual requirements. In addition, the available
fields depend on the document type and on the application settings; in the above
example, an application for invoices has been opened. This is why the following
description is of a generalized nature.

Chapter 2 Validating documents
2.2 Fields
With the Validation Client, you check, correct, or enter field values. The Fields view
shows a list of all fields that are available for the current application.
Some of the fields are optional. For an optional field, the Validation Client does not
check whether it contains a value. Thus it can remain empty, for example if the
respective field is not present on the current document.
Other fields are mandatory. A mandatory field will indicate an error (a yellow icon
with an exclamation mark) as long as no value has been captured.
For some fields, for example for date and amount fields, the format of the value may
be checked. In this case the field will indicate an error if it contains an invalid value.
If the first documents for a new invoice application are processed, many fields will
already contain correct values. For applications for other types of documents, there
is a self-learning data extraction algorithm using field values captured using the
mouse to find the correct value on similar documents later on. If such an algorithm
is used for a field, the field will always be empty for the first documents. After some
time, the field will then more and more often contain the correct value.
If you try to submit the document, as long as there is at least one erroneous field,
you will be asked for confirmation.
2.3 Starting Validation

To start Validation, click Validation in the Business Capture Center program group
of the start menu, or double-click the BCC Validation shortcut on the desktop.
If you already logged in to an SAP system in a previous session and Single Sign-On
is active, the Validation Client will automatically log in to the last used SAP system.
Otherwise the SAP Login dialog box is shown and you will have to log in explicitly.
If you already worked with Validation, the login data of the last session will be
shown:

2.3. Starting Validation
To log in to a SAP system:
1. Select a system from the System drop-down list and enter client, user name,
and password.
The Language field does not take effect with this release; you can leave this field
empty.
2. Optionally click Check Login to check whether the login data are valid for the
specified SAP system.
3. Click OK.
Depending on the system configuration, you may be able to use SSO ticket handling.
To log in using SSO ticket handling:
1. Select the SSO ticket handling check box.

The dialog box changes and shows a Ticket issuer url box.
2. Enter client and ticket issuer url and then click OK.
Note: If the System list is empty, the system has not been configured
completely. Please inform your system administrator.
As soon as login has completed successfully, the available applications are imported
from the SAP ERP system. A progress bar is shown until importing has completed.

2.4 Opening an application

When you have just logged in, the Validation window will be empty. Before you can
edit documents, you must open an application.
To open an application:
1. Click the application button in the top left corner of the program window.
2. Select Open Application to show a list of all available applications. At each

application, the number of documents waiting for validation is shown.
3. Click the respective application.
2.5 Switching to a different SAP system

To switch to a different SAP system:
1. In the application menu, click Close Application.
2. In the application menu, click SAP Connection.
3. In the SAP Login dialog box, click the desired SAP system in the System list.
4. Enter user client, name, and password, and then click OK.
If SSO ticket handling is configured on your system, you can alternatively select the
SSO ticket handling check box, enter client and ticket issuer url, and click OK.
As soon as login has completed successfully, the available applications are imported
from the SAP ERP system. A progress bar is shown until importing has completed.
2.6 Opening documents

To open a document, click Open in the Validation group of the Application tab.
Take notice that the Open command is followed by the number of waiting
documents enclosed in parentheses.
If you have just completed validation of a document, you can click on Submit+Open
instead. This will submit the current document, and open the next document.
While Validation tries do download a document from the SAP ERP system, the
program window will show Waiting for data.
If no data are available, you may want to exit or to switch to another application. In
this case click Stop on the program window. Afterwards click the application button
in the top left corner of the program window, and then click Close Application.
Afterwards you can terminate the program or open another application.
As soon as a document could be fetched from the SAP ERP system, it will be shown
in field mode layout.

2.7. Field mode
2.7 Field mode

When you open a document, the fields and the document image are shown in field
mode layout:
The above example shows an invoice application with the default layout:
• The Fields view is shown on the left side. By default, the fields are arranged in
two columns.
• The Image view displaying the current page of the document is shown at the
center.
• Thumbnails of all document pages are displayed at the right border.
To browse through the fields and the document, press PAGE DOWN and PAGE
UP. The document and the fields display in sync.
The View group of the Application tab permits to modify the layout. For example
you can arrange the fields in a different number of columns, or show the fields
above the document image.
All fields are always highlighted with a background color:
• Green: data are correct and do not require correction, or the field is optional.
• Red: data are incorrect and need to be corrected; an error message will appear at
the bottom of the Fields view.
Fields that need to be corrected show a yellow symbol with an exclamation mark.
You must correct all these fields before you can submit the document.

When a non-empty field is selected, the field value on the document is by default
highlighted in light green color if the field state is OK; otherwise it is highlighted in
light red color. In Table view, or when a table is selected in Fields view,
automatically captured table rows are high-lighted in light yellow color, whereas the
selected row is highlighted in blue color.
The values of the other non-empty fields of the corresponding group are also
highlighted in a color depending on the group. All fields are assigned to a group. If
you select a field, all field values of fields of the same group become highlighted
with the color defined for this group. This provides an overview of all field values of
a group and makes it easier to check whether all fields were captured at the correct
position. In an invoice application there are six groups, in an application for a
different document type there is only a single group.
You can modify the color used for each field group and for selected fields using the
Options dialog box.
If you click Submit or Submit+Open while there are still erroneous fields showing
the yellow symbol with an exclamation mark, the Validation Client will ask for
confirmation.
The Image view displays the current page of the document. Image details can be
inspected exactly and easily using the zoom function.
To correct a table, for example the line items table in an invoice application, you
should switch to Table mode using the F8 function key.
2.8 Table mode

To correct a table, you should switch to Table mode using the F8 function key. In
this mode, the table field with its rows and columns is shown above the document
page:

2.8. Table mode
You can capture data and navigate through the table cells in the same way as in
Field mode.
To browse through the table and the document, press PAGE DOWN and PAGE UP.
The document and the table cells rows display in sync.
To insert a table row above or below a certain row, you can click on one of the green
plus signs preceding the respective row. You can also select a row and use CTRL+N
or CTRL+M to insert a row above or below the selected row, or use the buttons in
the Items group of the Application tab.
To insert a table row for a specific line in the document, press CTRL and right-click
the line. A row is added for the line.
If many table rows are missing or contain empty or erroneous cells, you can use
TAC (Table Auto-Completion) to capture the whole table after capturing a single
row manually.
Note: For an invoice application, application configuration determines

whether the invoice items table is shown. It may never be shown, it may
always be shown, or it may only be shown if the PO Number List field is not
empty.

2.9 Capturing table rows automatically

If a table field is completely empty, you do not need to capture all rows manually.
The Validation Client permits to capture the whole table automatically after you
captured only a single row, or at most a few rows (TAC = Table Auto-Completion).
Often table auto-completion will capture the whole table correctly. Therefore
performing table auto-completion will often be much faster than capturing the
whole table manually.
To capture table rows automatically:
1. Capture all cells of the first row using the mouse.
2. Click TAC in the Items group.
3. Check whether the table has been captured completely and correctly. If there
are wrong rows, correct all of them before using TAC again. If there are missing
rows, capture the first missing row and click TAC again.
Important
While you capture table rows for table auto-completion, you must capture all
table cells with the mouse (Single Click Entry). If you enter a value using the
keyboard, the algorithm does not know the position of the value on the
document and will thus be unable to find the respective table column.
You can use table auto-completion even on complex tables, for example on tables
where in a single column the values consist of several lines. Often it will even work
correctly if only a single of these lines has been captured.
If a table contains rows of different structure, or if a cell is empty in the first row,
you can capture two or more suitable rows before you click TAC. In this case, make
sure that you also capture the first row, and that you select the first row, before you
click TAC because table auto-completion proceeds downward starting at the
currently selected row.
If a table already contains data, but many rows are missing, you can also use table
auto-completion. In this case, capture the first missing row, and then click TAC. This
ensures that you can work downward through a long table without having to check
for changes above the current cursor position.
Important
Table auto-completion assumes that already existing rows are correct and
extracts the remainder of the table based on this assumption. If a table
already contained data, you must therefore check all rows and correct found
errors manually.
Note: If table auto-completion (TAC) is used in a non-invoice application, TAC

processes only the first page of long tables if only a single table line has been
captured. To process the remaining pages, TAC must be started a second time.

2.10. Searching in database tables
2.10 Searching in database tables

Many applications contain a field that returns data from a database record matching
the document.
If such a field is empty or contains the wrong data, you can search the database and
select the correct record manually.
If a table on the SAP ERP system can be searched, the respective command in the
Validation group (Vendors in an invoice application, Look-up in an application for
a different document type) is available.
If a field is displayed as a group consisting of a search field and additional fields for
column values, it supports search in a local database file.
In a non-invoice application, a field may support both methods.
2.10.1 Searching in a SAP table

Some fields permit to search in a SAP table for a data record matching the current
document using F9 or a command in the Validation group of the Application tab.
In an invoice application, this is used for the Vendor Number field. F9 and the
Vendors command are always available and permit to search for the database
record matching the current invoice to determine the correct vendor number.
In a non-invoice application, there may be several fields that permit to search in a

SAP table. Therefore F9 and the Look-up command are only available if a suitable
field is selected.
If you press F9 or click the respective command, a dialog box opens and shows
available data records.
Select the correct row and click OK, or double-click the respective row.
If the list is long, you can use filters. The filter row is shown below the header row.
To specify a filter, enter text at a column into the filter row, and then click Search.
With a question mark you can specify that any character may appear at the
respective position. With an asterisk you can specify that any string may appear. For
example, if you enter f* as filter at a column and click Search, the list will only show
rows where the value starts with an F. If you specify filters at two columns, the list
will only show rows where the column values of both columns match the specified
filter.
If you just used a filter and now need to see the complete table, delete all filters and
click Search.
To reduce download time, by default only the first 100 rows matching specified
filters are downloaded. If you need more rows, change the value of the option
Maximum number of rows.

If the table is very long, you should work with filters because only rows that match
the specified filters will be downloaded. If you use specific data such as the
company name or a part of the street name followed by an asterisk, you often will
get just a few rows or sometimes even a single row with the correct data.
To adjust a column width, go to the header row and drag the border line at the left
or right border of the respective column with the mouse.
By default, the dialog box shows some columns that should help you to determine
the correct row, especially columns with address data. If you need other columns to
be shown, right-click the header row and on the appearing menu click the name of
the column you want to add or remove.
To sort the list according to a specific column, click the respective column header. A
little arrow symbol will indicate that the list is now sorted according to the column.
To switch between ascending and descending order, just click the column header
again.
2.10.2 Searching in a local database of the application

An application can contain a field that permits to search in a local database. Such a
field is displayed as a group consisting of a search box and additional fields that
show column values if a result is available.
If you click the search field, a list of available database records is shown.
To find the record that matches the current document, type some characters of a
string that should occur within a column value, for example the beginning of
company or street name if the respective columns are present. While you type, the
list is updated immediately. Often the list will show only a few records as soon as
you have entered a few characters.
As soon as the desired record is shown, click it. The additional fields will then be
filled with the respective column values.
2.11 Marking documents for training

Optionally, an application may use an adaptive method to find some field values. To
be able to extract field values, these adaptive methods need suitable sample
documents that have be trained beforehand, and recognition rate can be increased
by training suitable documents repeatedly.
If adaptive methods are used, Mark for training will be enabled in the Validation
group of the Application tab. If you click this command, the current document with
its extraction results will be stored on the SAP ERP system when you click Submit,
and these data can later be used to perform training.
In this case, ask your administrator in which situations you should click Mark for
training before submitting a document.

2.12. Terminating Validation
2.12 Terminating Validation

If you want to terminate working, use Submit when you have finished validating
the current document. The document will be submitted without opening a new
document. You can then terminate Validation by clicking Exit on the application
menu.
If you have to terminate immediately and cannot completely validate the current
document, click Cancel in the Validation group. The current document will then be
closed. Changes you already made will be discarded, and the document will again
be available for validation.
2.13 Rejecting a document

If you detect that the current document cannot be processed, for example because
image quality is so bad that you cannot decipher the field values, or because some
invalid document that is not an invoice or credit memo was scanned erroneously,
click Reject in the Validation group.
The Enter Reject Reason dialog box opens where you can specify your problem. In
the Action required list click the respective reject reason:
• If the current document must be deleted because it is not suitable for the current
application, select Mark for deletion.
• If image quality is so bad that you cannot read the required data, select Mark for
rescan.
• In all other cases, select Reject, and enter a description of the problem into the
second field. A drop-down list permits to select a text that you entered
previously.
When you confirm the dialog box, the document will be submitted together with an
error code, and, in case you selected the Reject action, with the description you
entered. The administrator can then take the appropriate action.

Note: Depending on the application configuration, the Reject command may

not be available.
2.14 Correcting documents using the mouse

2.14.1 Capturing data using Single Click Entry
With BCC, you can use Single Click Entry, the patented Open Text technology, to
capture data very fast and comfortably with the mouse. In most cases, you can
capture a data field with a single mouse click.
When the pointer is positioned over the document image, it carries a tool tip
showing the name of the currently selected field:
If the field already contains a value, the current value is also shown. If the location of
the value is known, the area is highlighted by colored background:
As soon as the pointer is positioned over text, the tool tip will show the recognition
result that could now be captured. At the same time, the corresponding area on the
document becomes highlighted in light-red color:

2.14. Correcting documents using the mouse
A single mouse click will now capture the selected text and switch to the next
erroneous field, that is the next field showing a yellow warning icon with an
exclamation mark.
If the current field already contains the correct result, select another field by clicking
on it in the Fields view. Take care, not to click onto the document in this case
because that would either capture a value, or delete the field value.
If the text shown in the tool tip is not correct, capture it nevertheless, then select the
respective field, correct the value using the keyboard, and use ENTER to switch to
the next erroneous field.
In special cases, you will need additional methods:

• If only a part of the value is shown in the tool tip, you can mark adjacent words
and capture the complete string.
• To capture a block of text consisting of several lines, you can use Zone-and-
Capture to mark and capture a text block.
• You can even mark and capture arbitrary words at different locations on the
document using Multi-Selection.
2.14.2 Capturing adjacent words using the mouse

Sometimes you will have to capture text into a field whose parts are separated by
some space. The tool tip will only show a part of the desired field value in this case.
In the following example, an item description consists of several words. But the tool
tip will only show the first word of the string that has to be captured:
To capture adjacent strings, position the pointer over the first string, and hold the
left mouse button pressed while you move the pointer over the strings that should
be captured. The tool tip will show all the strings you touched with the pointer:
Releasing the mouse button will now enter the value and switch to the next field.
Tip: If you marked the wrong text by mistake, press ESC while you keep the
mouse button pressed. This will remove the selection. When you now release

the mouse button, the field value will not change and the field will stay
selected.
2.14.3 Capturing a text block using the mouse

Sometimes you have to capture a complete block of text stretching across several
lines. In the following example, an item description consists of two lines:
In this case you can draw a rectangle around the text that shall be captured. Position
the pointer above and to the left of the text block and draw a rectangle while you
keep the left mouse button pressed. The text within the rectangle becomes marked
and is shown in the tool tip:
selected.
2.14.4 Capturing arbitrary words using the mouse

Sometimes you may have to capture text that comes from different locations on the
document. In the following example, we assume that only name and city should be
captured for a field Recipient while street line and zip code should be omitted:

2.15. Capturing data using the keyboard
In this case, use Multi-Selection: hold SHIFT down, point to the first string and click
the mouse button. The string appears in the tool tip and the pointer changes to a
plus symbol:
Now hold SHIFT down, and click on all strings you want to add to the field value.
In our example you would click on the words Care, Life, Insurance, New and York.
The example would then look as follows:
selected. Before you can again use this feature, you must release the SHIFT key
temporarily.
2.15 Capturing data using the keyboard

With BCC you can easily and comfortably capture data using the mouse, but it is
also possible to use the keyboard.
For normal text fields, just enter the field value and confirm with ENTER. This will
switch to the next erroneous field.
To switch to the next neighboring field, use TAB. To switch to the previous
neighboring field, use SHIFT+TAB.
All fields that are empty but mandatory, and all fields that have invalid contents, are
in error state and are marked with a warning icon. If a field is in error state, it is also
highlighted with red background color.

For a combo box, you can navigate through the list of values with the UP and
DOWN arrow keys.
If the selected field is a check box field, you can mark or unmark it using the
spacebar.
When you leave the last field, the Submit button becomes selected so that you can
submit the data using CTRL+S.

2.16. Working with table fields
2.16 Working with table fields

To validate table fields - for example the invoice items table - comfortably, you
should switch to table mode. In this mode, only table fields are displayed, and they
will be shown above the document.
To switch to table mode, use the F8 function key, or set Layout to Table in the View
group of the Application tab.
For a table field, a table header shows the names of all table columns. The table
header may be followed by table rows. Each table row shows fields – called table
cells – for all table columns.
You have the following options:

• You can capture table cells and navigate within the rows and cells of a table in
the same way as for normal fields of a document.
• You can add or delete table rows as needed.
• You can browse through the fields and the document using the PAGE DOWN
and PAGE UP keys. The table view and the document are displayed in sync.
• If configured, the value of an amount- or decimal type field is checked against
the sum of all table rows of one table column. If the sum does not equal the value
of the amount or decimal type field, the respective sum field and the table header
are marked with a red background color and a yellow symbol with an
exclamation mark.
Note: For an invoice application, application configuration determines

whether the invoice items table is shown. It may never be shown, it may
always be shown, or it may only be shown if the PO Number List field is not
empty.
2.16.1 Adding table rows

To insert a row for a missing line:
• Identify the line in the document and press CTRL and right-click the line. The
row is added.
To insert an empty row above a selected table row, do one of the following:
• Click the upper plus sign preceding the selected row.
• Click Add row above in the Items group of the Application tab.
• Press CTRL+N.
To append a row at the end of a table, do one of the following:

• Click the plus sign preceding the table header.

• Click the plus sign preceding the last table row.

• Click Append row in the Items group of the Application tab.
To insert a row below a selected table row, do one of the following:
• Click the lower plus sign preceding the selected row.

• click Add row below in the Items group of the Application tab.
• Press CTRL+M.
2.16.2 Deleting table rows

To delete a table row, do one of the following:
• Click the red cross preceding the respective row.

• Select the row, and click Delete row in the Items group of the Application tab.
To delete all rows of a table, do one of the following:
• Click the red cross preceding the header row of the table.
• Click Delete all rows in the Items group of the Application tab.
Before all rows of a table are deleted, a dialog box will ask for confirmation.
2.17 Working with an invoice application

Some fields of an invoice application have a special behavior.
Alternative results:
The vendor number is determined by searching data found on the invoice
against a database. Sometimes several matching database records are found. A
green plus sign ( ) preceding the field indicates that alternative results are
available. In this case a click on the down-arrow at the field value opens a list
showing the vendor number and the corresponding data, for example vendor
address data, for all available results. Click the row that matches the invoice.
The company code field, which is only present if the application is configured
for automatic company code determination, may also present alternative results
in the same way.
PO Number List field:

The PO Number List field is a list box field. This field may contain several PO
numbers and has a special behavior. Here again a plus sign indicates that
several additional values are present while only the first one is shown. When the
field is selected, all values are shown as a list box:

2.18. Working with a non-invoice application
In contrast to other fields, the PO Number List field remains selected when you
capture a value using the mouse or the keyboard. In addition, you can select and
remove values. The tooltip shows the actual field value which is a comma-
separated list. On the image, all values that were extracted automatically or have
captured using the mouse will be highlighted. To switch to a different field, use
the TAB key, or select a field using the mouse.
Field groups:
All data fields are assigned to one of six field groups. There is a Vendor Group, a
Recipient Group, a Ship-To Group, and a Remit-To Group. All amount and tax
rate fields are assigned to an Amount Group, all remaining header fields to a
Standard Group.
2.18 Working with a non-invoice application

Self-learning data extraction:
In applications for other business document , fields may be configured to use a
self-learning data extraction method. If such a method is used at a field, the field
will be empty and must be captured manually when the first documents are
validated. While the number of already processed documents grows, the field
will more and more often contain the correct value.
Field groups:
Non-invoice applications do not have a fixed set of preconfigured fields.
Therefore all fields except table fields belong to a single Standard group.

Chapter 3
Configuring the Validation Client
3.1 Changing layout of the Validation window

In default layout, the program window shows the Fields view on the left side, and
the document image on the right side. Thumbnails of all document pages are always
shown at the right border of the program window.
By default, the fields are shown in a single column where the field names stand
above the respective fields.
Using the View group in the Application tab you can

• show the fields above the document,
• arrange the fields in more than one column,
• show the field names before the respective fields, or
• switch to table mode showing table fields above the document.
3.1.1 Showing the fields above the document

In default layout, the fields are shown on the left side of the document. To show the
fields above the document, use the F7 function key, or go to the View group of the
Application tab and from Layout select Horizontal.
To return to the default layout, click the F6 function key, or from Layout select
Vertical.
3.1.2 Arranging the fields in several columns

In the Fields view, the fields can be arranged in a single column or in several
columns. To change the layout of the view, go to the View group of the Application
tab and set Columns to the desired number of columns.

Chapter 3 Configuring the Validation Client
3.1.3 Showing the field names before or above the fields

In default layout, the field names are shown above the respective fields in the Fields
view. To change field representation, go to the View group of the Application tab
and set Field Names to Above or In Front, as desired.
3.1.4 Switching to table mode

In default layout, all fields are shown on the left side of the document. For validation
of table fields, you can switch to table mode where only table fields are shown above
the document.
To switch to table mode, click the F8 function key, or go to the View group of the
Application tab, and from Layout select Table.
To return to a layout where all fields are shown, click the F6 function key to show all
fields on the left side, or the F7 function key to show them above the document, or
from Layout select Vertical, or Horizontal, respectively.
3.2 Changing user interface language

The Validation Client supports several user interface languages. After BCC has been
installed, the Validation user interface is shown in the language of the operating
system or in English if no suitable language could be found.
To change the interface language:
1. Open the application menu.
2. Click Options.
3. In the Options dialog box, click the desired language in the User interface
language list.
3.3 Controlling document presentation

The Image view shows a toolbar below the document. You can use this toolbar to
• enlarge or reduce the document,
• rotate the document, or
• adapt the document to the view.

3.3. Controlling document presentation
3.3.1 Enlarging or reducing the document

To enlarge or reduce the document, click Zoom-in or Zoom-out in the Image group
of the Application tab or on the toolbar shown below the document.
Alternatively you can use the mouse. To enlarge or reduce the document, turn the
mouse wheel forwards or backwards while you hold SHIFT down.
3.3.2 Rotating the document

If the document is not shown in upright position, you can rotate it as needed. To
rotate the document, click Rotate left or Rotate right in the Image group of the
Application tab or on the toolbar shown below the document.
3.3.3 Adapting the document to the size of the Document

view
To adapt the document to the size of the document view, use the toolbar shown
below the document or the buttons in the Image group of the Application tab.
• To show the whole page, click Fit to window.
• To adapt presentation to the width of the document view, click Fit to width.
• To adapt presentation to the height of the document view, click Fit to height.

Chapter 3 Configuring the Validation Client
3.4 Modifying field group colorizing

To modify field group colorizing, click Options on the application menu to open the
Options dialog box and then click Colorize Field Groups. The Colorize Field
Groups dialog box opens.
For each group, the dialog box shows a rectangle highlighted with the currently
used color.
For each group, the color used for highlighting is a lighter version of a dark base
color. Below the colored rectangle of each group, a slider controls the color used for
highlighting. If you move the slider to the left, the color becomes lighter until it
becomes white if you move the slider to the left end. If you move the slider to the
right, the color becomes darker until it equals the dark base color if you move the
slider to the right end.
To select a different base color for a group, click the respective rectangle. The Color
dialog box opens. In this dialog box you can select a color from a set of basic colors
or specify your own color.
A click on Restore Default in the Colorize Field Groups dialog box resets all colors
to their default values.
3.5 Advanced options

3.5.1 Deactivating the polling animation
In rare cases, the animation, which is shown while the Validation Client is waiting
for a document, slows down response time on slow remote desktop connections. In
this case, the animation can be stopped.
To deactivate the polling animation:
1. On the application menu click Options.
2. In the Options dialog box, clear the Activate polling animation check box and
then click OK.
3.5.2 Activating an additional key as TAB key

If you prefer to use a function key that can be comfortably reached with the right
hand to switch between fields, you can activate an arbitrary function key that will
work in the same way as the TAB key.
To activate an additional TAB key:
2. In the Options dialog box, select the Activate additional key as TAB key in
Validation check box.

3.5. Advanced options
3. Press the desired function key. Its name will then appear in the text box shown
below the check box.
4. Click OK to close the dialog box.
3.5.3 Activating “Click to Submit” in the Image view

To submit a document, you can either click Submit+Open below the field list or the
respective command in the Validation group of the ribbon.
If you want to be able to submit a document with a click in the image view after
having captured the last field using the mouse, you can activate the Click to submit
feature.
To activate “Click to submit”:
2. In the Options dialog box, select the Activate "Click to submit" in image view
check box.
3. Click OK to close the dialog box.

Chapter 4
Keyboard shortcuts
To make navigation fast and efficient, function keys and key combinations are
available for many functions as described in the tables below.
Global
Key combination Description

CTRL + P Open document
CTRL + S Submit document
Navigation

PAGE DOWN Move down in the document and the field
list or table.
PAGE UP Move up in the document and the field list or
table.
TAB Next field
RETURN Next erroneous field
SHIFT + TAB Previous field
SHIFT + RETURN Previous erroneous field
...within a field
POS1 Move cursor to the start of the field
END Move cursor to the end of the field
RIGHT Move cursor one character to the right
LEFT Move cursor one character to the left
... within a table

TAB Next element in the table
RETURN Next erroneous element in the table
SHIFT + TAB Previous element in the table
SHIFT + RETURN Previous erroneous element in the table
DELETE Delete selection
Edit table

Chapter 4 Keyboard shortcuts

CTRL + N Insert a row above the current row
CTRL + W Insert a row below the current row
CTRL + M Add row at the end of the table
CTRL + D Delete the current row
CTRL + T Delete all rows
Image view
These function keys do only work if the Image view has the keyboard focus. Click
on the image, if necessary.

CTRL + PLUS SIGN (num. keypad) Zoom in
CTRL + MINUS SIGN (num. keypad) Zoom out
CTRL + 3 (num. keypad) Fast scroll down
CTRL + 9 (num. keypad) Fast scroll up
CTRL + 7 (num. keypad) Go to top left corner
CTRL + 1 (num. keypad) Go to bottom right corner
Layout

F6 Switch to Vertical mode showing the fields to
the left of the document image.
F7 Switch to Horizontal mode showing the
fields above the document image.
F8 Switch to Table mode.
F9 Open the Vendor Search dialog box.
Windows shortcuts

CTRL+C Copy.
CTRL+X Cut.
CTRL+V Paste.
DELETE Delete.
CTRL+RIGHT ARROW Move the insertion point to the beginning of
the next word.

CTRL+LEFT ARROW Move the insertion point to the beginning of
the previous word.
CTRL+A Select all.
ALT+F4 Close the active item.
ALT+SPACEBAR Opens the shortcut menu for the active
window.
SHIFT+F10 Display the shortcut menu for the selected
item.
ALT Display the letters of available commands in
the ribbon.
CTRL+TAB Move forward through tabs.
CTRL+SHIFT+TAB Move backward through tabs.
TAB Move forward through options.
SHIFT+TAB Move backward through options.
SPACEBAR Select or clear the check box if the active
option is a check box.
END Display the bottom of the active window.
HOME Display the top of the active window.
Accessibility - Application menu and Application tab

Every command on the application menu and on the ribbon can be accessed using
the keyboard with an access key.
To use an access key:
1. Press ALT. Key tips are displayed over the application icon and over the
Application tab of the ribbon.
2. Press the letter shown as key tip over the respective item.
3. Depending on which letter you press, either the commands of the application
menu or the commands of the ribbon will show key tips. In some cases, the key
tip may comprise two or even three letters.
4. If you enter the letter for the Open Application command, key tips over the
different applications will be displayed.
5. Continue pressing letters until the desired command is executed. For some
commands you may need up to five keystrokes.
Note: To cancel the action that you are taking and hide the key tips, press ALT.


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OpenText™ Business Center Capture for

This document describes how to use the Validation Client of

Open Text Corporation

275 Frank Tompa Drive, Waterloo, Ontario, Canada, N2L 0A1

Copyright © 2017 Open Text. All Rights Reserved.

No Warranties and Limitation of Liability

2 Validating documents ............................................................... 7

3 Configuring the Validation Client ........................................... 27

3.4 Modifying field group colorizing ........................................................ 30

4 Keyboard shortcuts ................................................................. 33

iv OpenText Business Center Capture for SAP Solutions – User Guide

As component of OpenText™ Business Center for SAP® Solutions (BC), OpenText™

BCC comprises a Recognition Cluster and several Validation Clients. The

OpenText Business Center Capture for SAP Solutions – User Guide 5

6 OpenText Business Center Capture for SAP Solutions – User Guide

OpenText Business Center Capture for SAP Solutions – User Guide 7

2.3 Starting Validation

8 OpenText Business Center Capture for SAP Solutions – User Guide

To log in to a SAP system:

To log in using SSO ticket handling:

1. Select the SSO ticket handling check box.

OpenText Business Center Capture for SAP Solutions – User Guide 9

2.4 Opening an application

2. Select Open Application to show a list of all available applications. At each

3. Click the respective application.

2.5 Switching to a different SAP system

1. In the application menu, click Close Application.

2. In the application menu, click SAP Connection.

2.6 Opening documents

10 OpenText Business Center Capture for SAP Solutions – User Guide

2.7 Field mode

All fields are always highlighted with a background color:

OpenText Business Center Capture for SAP Solutions – User Guide 11

2.8 Table mode

12 OpenText Business Center Capture for SAP Solutions – User Guide

Note: For an invoice application, application configuration determines

OpenText Business Center Capture for SAP Solutions – User Guide 13

2.9 Capturing table rows automatically

To capture table rows automatically:

1. Capture all cells of the first row using the mouse.

2. Click TAC in the Items group.

Note: If table auto-completion (TAC) is used in a non-invoice application, TAC

14 OpenText Business Center Capture for SAP Solutions – User Guide

2.10 Searching in database tables

In a non-invoice application, a field may support both methods.

2.10.1 Searching in a SAP table

In a non-invoice application, there may be several fields that permit to search in a

OpenText Business Center Capture for SAP Solutions – User Guide 15

2.10.2 Searching in a local database of the application

2.11 Marking documents for training

16 OpenText Business Center Capture for SAP Solutions – User Guide

2.12 Terminating Validation

2.13 Rejecting a document

OpenText Business Center Capture for SAP Solutions – User Guide 17

Note: Depending on the application configuration, the Reject command may

2.14 Correcting documents using the mouse

18 OpenText Business Center Capture for SAP Solutions – User Guide

In special cases, you will need additional methods:

2.14.2 Capturing adjacent words using the mouse