RPA Portfolio
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SAP Automation Vendor Creation
- SAP Automation Vendor Creation in SAP by reading input data from email/ excel.
- General Ledger code creation in SAP by reading input data from email/excel.
- Notification to users via email.
- Project roll out in 5 weeks.
Invoice Processing
- Invoice sourced for multiple channels like email, vendor portal, scanned invoice etc.
- Data extraction of invoice details & line item details.
- Invoice data entry into SAP ECC 6.0
- Notification for business & application exception.
- Reporting & Dashboard.
SAP Fixed Assets Automation
- SAP Automation for Fixed Assets Creation in SAP by reading input data from workflow system.
- Data extraction from Workflow system and excel sheets.
- Validations & Verification for Asset creation.
- Assets Creation in SAP.
- Approval/Rejection of Assets Creation in Workflow system.
- Notification to users via email.
- Automation of monthly reports for Fixed Assets, Depreciation etc.
Service Requests Automation
- Automation of Service Request creation in CRM based on emails requests from vendors.
- Customer creation if customer doesn’t exists.
- Creation of Service Request and updating CRM for SR number.
- Notification to users for SR number.
- Sending Exceptions to Customer Service team if complete details of customer not available.
SAP Automation PO & GRN Creation
- Automation of PO & GRN Creation in SAP by reading input data from email/excel.
- PO Release in SAP after PO Creation.
- Updating Material BatchCode in Inventory Module after GRN creation.
Reminders for Payment Overdue
- Sending email to customers with payment overdue through CRM.
- Update customer account in CRM with new activity – “Payment Reminder Sent”.
- Validating the Payment Overdue Invoice for customer reference number.
- Status Report for all the overdue payment processed.
AWS Invoice Analysis
- Bot to generate and validate AWS Monthly Invoice for customer accounts for AWS Reseller.
- Bot to download Invoices from the cloud based billing system.
- Email all Invoices to Business & Finance Team for further processing.
- Report on Invoice Analysis send to Business Team.
Reminder for Insurance Premium Payment
- Business user provides data of clients who missed their payments & invoices.
- Data extraction from Invoice for client details & validation.
- Search client in CRM system.
- Update CRM system for payment reminder.
- Enter Reminder details in CRM & upload invoice. CRM sends email to client.
- Reporting – Email to business user the status of client like email sent, client not found, incorrect data in the invoice.
Policy renewal & tariff adjustment
- Business user provides data of clients whose policy needs to be renewed and tariff needs to be revised.
- Search client in CRM system.
- Update policy details for renewal in CRM system.
- Update tariff for each guarantee in the policy.
- Update total premium of the policy.
- Reporting – Email to business user the status of each client like Policy Renewed, Client not found etc.
Bulk Order Creation
- Business user provides order details via Excel sheet with Product SKU, Category, Quantity etc and sends to a dedicated email.
- Bots monitors the dedicated email account and processes the new order requests.
- Bots validates the order data based on the business rules.
- Bots uses ERP system APIs to push the orders into the system.
- Once the excel file is processed, bots informs the business users with status report for their request.