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Author's profile photo Evgenii Gorbunov

Automation of Sales Order creation with the Recorder (SAP Hyperautomation Webinar Series 2)

SAP recently held its second Hyperautomation webinar series, during which I had the opportunity to demonstrate how users can easily automate sales order creation in SAP S/4HANA with the help of SAP Intelligent RPA.

As you may know, creating a sales order requires entering details into the system on a day-to-day basis, which can be a time-consuming routine and mundane operation. On top of that, the data can come in various formats, making the task slow and error-prone. The good news is that this is exactly the kind of process that can be easily automated using SAP’s low-code / no-code tools. Let’s take this scenario as an example for building an automation from scratch.

What does the process look like? In our example, a bot opens the Excel file in order to get the data. Then it logs into the SAP system and opens the dedicated transaction to enter the sales order data. After the bot enters the data into the system, a sales order is created and assigned a number, and the user is notified.

What you will see in the demo is how the bot designed and built with the help of our low-code / no-code Cloud Studio, how it can be locally executed with the help of the Desktop Agent, and how it is orchestrated in the Cloud Factory to work with Excel files, third-party systems, and web portals.

The demo also highlights another important tool that allows you to record all process activities on the SAP GUI and the SAP UI5 level without having to drag and drop them every time you build a bot. This tool is called the Recorder and it helps you save considerable time because all you will need to do is just click the record button and then do what you normally do as a business user: navigate to screens, fetch the data, enter the data, and so on. The Recorder will capture everything and then export it into the bot workflow.

The Recorder makes it easy to collaborate with other developers. After you record a workflow, you as a business user can hand it over to the IT department for some refinements or adjustments, such as changing hard-coded values to variables, for example.

Finally, as mentioned above, the demo also shows how you can orchestrate the bots you create and monitor their activities using SAP Intelligent Robotic Process Automation Factory (or Cloud Factory).

With SAP Intelligent RPA, you not only have the ability to create new custom bots within a low-code / no-code development environment, but you can also reuse and utilize existing pre-built content best practices from SAP and SAP partners.

I hope you will click on the link here and watch my session to learn how you can easily automate sales order creation, and how you can leverage the recorder functionality to quickly automate this and other processes.

If you would like more information, please use the following links for more information or to make direct contact.


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      Author's profile photo Luis Benavides Andrade
      Luis Benavides Andrade

      Thank you for sharing this practical experience, showing useful business cases and guiding the business owner to understand which process can be automated and how, open up the commitment to start automation processes in the companies.

      Author's profile photo Pedro Gomez
      Pedro Gomez

      Such a robot is great if you have an external subsystem in which customer orders are kept and need to be periodically entered into SAP.

      Each external subsystem has the ability to export data to excel. According to excel, the robot will simply and without errors create orders in SAP.

      An interesting variant is also if we have a distributor who has a lot of purchase orders to us every day. He can send these orders in a defined excel and Robot will enter them into our SAP.