Create Order to Cash Dashboard

This bot will help auto generate a Bot Insight dashboard for the Order to Cash process.

Top Benefits

  • Easy to use and integrate in new tasks without any technical supervision.
  • Bot execution results in auto generated dashboard for the Order to Cash process, showing valuable metrics to the end user.

This bot is designed to work as a demo on how an Order to Cash dashboard can be created in Bot Insights. To run the example, a user needs to provide input data in the form of a CSV file. A sample of this information is provided in the CSV file included with the bot.

The sample CSV provided should be placed in My Docs folder for proper bot execution. Feel free to use the sample CSV as a template - replacing its contents with real data. Alternatively, an existing task for a similar process could populate this CSV file with actual data to generate the desired dashboard.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
200
Vendor
Automation Type
Bot
Last Updated
January 27, 2021
First Published
May 29, 2018
Enterprise Version
11.1
Support

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Inputs: Sample CSV provided should be placed in My Docs folder