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MarkView ACD - What diagnostic steps should I follow and what information should I gather when there is an issue with the Accounting Details Tool (ACD/DFM)?

Summary

3970

Applies To

  • ERP System: Oracle, SAP
  • MarkView Version: All Versions

Overview

The Accounting Details Tool (formerly known as the Distribution Form Markup or DFM ) is used to enter Accounting Detail lines for an invoice.

Troubleshooting Steps

If you encounter an issue with the Accounting Details Tool, please perform the following steps:

Oracle Applications

  • First, determine if your Decriptive Flex Fields (DFFs) and other configuration is supported in MarkView. Run the attached acd_analysis.sql , and review the output.
  • Next, understand that MarkView attempts to logon to Oracle Applications using information in the
    MVOA_DFM_CUSTOM.DeriveAppsUserData package (4.x to 5.10.x), or the
    MVERP_DFM_CUSTOM.DeriveERPUserData package (6.x and higher).
    • If you are unable to add/edit a distribution line the first step is to determine the UserID and Responsibility ID that the Accounting Details Tool is using.
      • For MarkView versions 4.x to 5.10.x run the DeriveAppsUserData.sql script entering the UserID who is attempting to enter the Accounting Details information and the InvoiceID that the Accounting Details lines are being placed on.
      • For MarkView versions 6.x and 7.0.x run the DeriveERPUserData_6x.sql script entering the UserID who is attempting to enter the Accounting Details information and the InvoiceID that the Accounting Details lines are being placed on.
      • For MarkView versions 7.1.x and up run the DeriveERPUserData_71x.sql script entering the UserID who is attempting to enter the Accounting Details information and the InvoiceID that the Accounting Details lines are being placed on, entering the OrgId is optional.
  • Provided that the same operation is working directly in Oracle Applications please enable debug logging and reproduce the issue. Please see the Logging section below for instructions on enabling and disabling Debug Logging.

SAP

Accounting Detail lines are added and modified through the use of SAP BAPI calls.

  • In order to troubleshoot an Accounting Details issue you will need to logon to SAP as the user who is attempting to enter the Accounting Details information in MarkView. Once logged into SAP attempt to perform the same action and see if you receive an error message. If you receive an error message you will need to verify the setup in SAP as this is not an issue with the Accounting Details Tool.
  • Provided that the same operation is working directly in SAP please enable debug logging and reproduce the issue. Please see the Logging section below for instructions on enabling and disabling Debug Logging.

Logging

For logging information please see the Component Answer for the specific MarkView Viewer that you are using to enter Accounting Details information.

Keywords: acd,dfm