User Experience Insights
Create Sales Orders – Automatic Extraction (VII): Intelligent RPA Bot – Version 1
Hi guys, I am glad to share with you that a new bot has been released for automating sales order creation from unstructured data in Fiori app Create Sales Orders – Automatic Extraction 👏. The bot is available in SAP Intelligent Robotic Process Automation (RPA) Factory.
Briefly, in this blog, I’m going to share with you:
- Purpose to design this bot
- Prerequisites for using the bot
- How to start the bot
- How to disable the bot
- How to cancel a running job
Purpose
Why
Sales order processing plays a key role in the order-to-cash process for enterprises. In B2B scenarios, internal sales representatives often get order requests from files that contain unstructured data, like PDF attached in emails. Then they have to create sales orders manually in the system based on the received PDF. This is time-consuming and error-prone.
Who
Internal sales representatives.
How
The bot monitors incoming emails, collects order files that contain unstructured data, and uploads the files to the Fiori app. After processing by the Fiori app, the bot notifies salesperson of the sales order requests that have been created, or returns error messages if such creation fails.
Bot processing details:
- The bot scans your outlook inbox (based on the email account preconfigured for bot scan) and searches within the subject of all unread emails for the preconfigured key word(s).
- If the key word is found, the bot downloads attached PDF files from the emails to a local folder.
- The bot opens the Create Sales Orders – Automatic Extraction app in Chrome using the preconfigured account and password (Fiori launchpad access), and uploads the files one by one.
- After all files have been uploaded, the bot closes the app and sends a log to the email account preconfigured for receiving bot notifications.
Note: When the bot attempts to create sales order requests in the Fiori app, user operations may cause bot errors. We strongly recommend running the bot on a separate PC or server.
Prerequisites for Using the Bot
Fiori App: authorization to access Create Sales Order Automatic Extraction
Create sales order automatic extraction
You can refer to Create Sales Orders – Automatic Extraction for more information about this App.
Desktop Agent: Local software to run bot. ( macOS not supported yet).
You can access SAP Software Download Center and search for ‘robotic’.
Desktop Agent
Google Chrome: Chrome is recommended and ‘SAP intelligent RPA Chrome extension’ is required. you can find it in Chrome webstore https://chrome.google.com/webstore/category/extensions. If you cannot find it in Chrome extension, please try Extension for SAP Intelligent RPA. And don’t forget to activate it on your chrome after installing.
SAP Intelligent RPA Account: Account to schedule/configure/monitor bot.
Environment Setup & Bot Configuration
Please download the bot from the cloud store of your Intelligent Robotic Process Automation Factory, and there are guidelines for bot deployment (including configuration and test scripts).
To know more about SAP Intelligent Robotic Process Automation Factory, refer to the following:
- SAP Intelligent RPA Factory User Guide
- SAP Best Practices for SAP Intelligent Robotic Process Automation integr.
- SAP Note 2788996
How to start the bot
There are two types of triggers that are frequently used.
- Attended – run the bot manually on the desktop agent.
- Scheduled – run the bot with scheduled frequency automatically.
Trigger with ‘Attended’
Open ‘Desktop Agent’ on your local PC, and click ‘Project’ at the bottom. You will be able to see the bots configured under your agent. If not there, please check your agent and environment settings. Click ‘Start’ to start your bot.
), a task item is generated on your desktop agent. Click it to run the bot.
Trigger with ‘Scheduled’
If the trigger type is ‘Scheduled’, the system automatically runs the bot as scheduled.
Note: With both trigger types, the bot would open the Fiori app in the foreground, not in the background.
How to Disable Scheduled Bot
Log on to the your SAP Intelligent Robotic Process Automation Factory. Choose the target environment
In the ‘Trigger’ panel, choose ‘Triggers’.
Disable the unwanted trigger.
How to Cancel Running Job
Occasionally, a bot cannot properly complete a job but keeps running. To cancel the job, log on to the Factory, click ‘Monitoring’, and you will see all running jobs. In the list page, choose the one you want to cancel and click ‘Cancel jobs’.
What’s More
There is an exciting news. Recently, we enhanced this bot to automate converting sales order request to sales order. Please refer to Create Sales Orders – Automatic Extraction (VII): Intelligent RPA Bot – Version 2 for more details.
Hope you get something new from here, and we will continue updating this blog. If you have any questions or ideas, please feel free to contact us.
- Exchange knowledge: SAP Community | Q&A | Blog
- Learn more: Help Portal | openSAP
- SAP Intelligent RPA: SAP Intelligent RPA Factory User Guide
- Sales order from unstructured data: Create Sales Orders – Automatic Extraction
- Create sales order form unstructured data serials: The Link Collection for Create Sales Orders – Automatic Extraction
- Video: Sales Order Automation with AI
Great job on the article! What's not clear to me is, how does the app transform the PDF into the sales order after retrieving it from inbox? If it's unstructured, isn't some kind of mapping still required?
Hi Alex, It's relied on SAP DOX machine learning technics Document Information Extraction. After the PDF is uploaded in the app, the file will be sent to DOX system and extract the unstructured data based on their training models. After that, our APP will get the extracted data via API and do the determination to convert the text to SAP Code.
Thanks for your reply, Eugene!
@eugene_517, 你好,我非常感兴趣,可以联系我吗? amyliuy@gmail.com
Nice Blog Eugene!
But I did not get how you are handling unstructured data like plain text, word file, email body?
Hi Kamble,
It's the iRPA bot to take the unstructured data from the email attachment, only PDF, png,tif, tiff, JEG and JPEG are supported. As to content or image in the email body is not under consideration as well.
hi, i'm very interested in this bot online orders creating. please contact me amyliuy@gmail.com i want to learn more abt it.
Amy
Hi Amy,
This business scenario is based on our 'Created Sales Orders - Unstructured Data' Fiori app and SAP iRPA product.
You can find more details about our Fiori app via Create Sales Orders – Automatic Extraction.
For SAP iRPA product, please refer to: SAP Intelligent RPA Factory User Guide
For this SAP iRPA bot, you can refer to: Automatic Creation of Sales Order Request from Unstructured Data (5LT)
Please let me know if you are interested in other more details. Have a nice day.
we need to buy a specialized service on bot . could we talk more details. plz contact me with my email
amyliuy@gmail.com
Hi Amy,
We are from development team, if you want to buy a specialized service on bot, please approach your SAP contact person. Or you can call our hotline 400-619-0727, there will be an expert who will contact you and give you more details about our product. Thanks!
thanks, i will try to make the call for contacts 😀
it doenst not work with MACos ?
Yah, currently, it doesn't support MACos..
what i need is a bot that can automatically place orders on coachoutlet.com. i can get a windows environment. just want to make sure it would be able to work.
coachoutlet website for auto placing orders, it's very tricky. need a lot settings. do u think it gonna work with this bot?
thanks.