The Benefits of Intelligent Robotic Process in Sales

Example: Best Practices with Use Cases for SAP Intelligent RPA – Sales

Create Sales Inquiry
Business Value – Benefits
  • Reduce manual effort – an employee can concentrate on the more important tasks
  • Increase efficiency – more sales inquiries entered to the system at the same time
  • Eliminate the human error
Bot Skill Description
  • Extraction of sales inquiry from the email attachment (PDF or Excel Format).
  • Bot will then create a Sales Inquiry in S/4HANA.
Automatic Creation of Sales Orders from Excel

Business Value – Benefits

  • Reduce manual effort – the sales representative can
    concentrate on the more important tasks
  • Increase efficiency – more sales orders can be entered to the
    system at the same time
  • Eliminate the human error

Bot Skill Description

The bot monitors the folder with excel files, recognizes the sales orders, and
forwards the attached extracted Excel spreadsheet to the Excel transformation
API.

The API transforms the data in the Excel into structured order requests and then
forward the requests to order creation API.

When sales orders are created, relevant sales employees and the customers will
be notified automatically triggered by the situation handling.

Sales Scheduling Agreement – Delivery Schedule Creation
Business Value – Benefits
  • Reduce manual effort – Reduce workload of Internal Sales Representative
  • Increase efficiency – Increase speed of transformation
  • Eliminate the human error
Bot Skill Description When the excel with the delivery schedule (schedule line) data is stored in a specific folder, the bot will extract the excel spreadsheet and validate whether the data are fitting. Then the bot uploads the data into the S/4HANA Cloud system and calls the SOAP API to create delivery schedules with the provided data. This will create automatically the delivery schedule in the system.
Automatic Return Creation from Excel

Business Value – Benefits

  • Reduce manual effort –Release the return clerk from the
    repeated system operation.
  • Increase efficiency – Increase speed of return, return clerk can
    focus on identifying the return issues.
  • Eliminate the human error

Bot Skill Description

When the excel with the customer return data is stored in the defined
folder, the bot will extract the data in the excel spreadsheet and call the
API to automatically create the return into S/4HANA Cloud system.

Mass Maintenance of Sales Prices
Business Value – Benefits
  • Reduce manual effort – Helps mass maintenance of sales price
  • Increase efficiency
  • Eliminate the human error – Automates the mass maintenance of sales price in SAP S/4HANA.
Bot Skill Description
  • The bot monitors the folder with excel files, extract Excel spreadsheet to the Excel transformation API.
  • The API transforms the data in the Excel into structured order requests and then forward the requests to API.
  • When pricing conditions are created, relevant sales employees and the customers will be notified automatically triggered by the situation handling.