Our approach
Every invoice submitted for payment has to be validated against data in the client’s SAP application. Before, that meant an analyst manually extracting information from eight different fields in three different applications and following multiple procedures until a unique identification number was generated for use in the system. To address this challenge, our manufacturing automation experts designed a robotic process automation (RPA) solution to automate the entire invoice validation process—from downloading an invoice copy to capturing, validating and updating invoice details in the client’s web application to generating unique identification numbers—and ensure timely payments processing.
If a supplier isn’t in the client’s web application, a bot supports that supplier before uploading the invoice. It also generates exceptions for human intervention if the SAP application is missing a purchase order number. At the end of each day, the bot sends a detailed email report of processed and unprocessed invoices. Further, the bot incorporates reusable features so the client can easily expand automation to other similar processes.