- Reads input from an Excel sheet
- Logs into SAP
- Processes the create quotation transaction (VA21) in SAP
- Saves the transaction
- Updates the status in the output excel sheet
The Create Quotation bot enables organizations to automate the process of creating a quote in SAP.
The bot starts its execution by leveraging an input Excel template containing the required fields for the quote creation process (though it should be noted that custom fields can be added here as well). Once the Excel data is read, the bot logs into SAP and begins filling in the data required to generate a quote. Finally, the bot updates the status of the created quote in the original input Excel file for review/audit.
- Bot Security Program
- Business Process
- Finance & Accounting
- Banking and Financial ServicesProductivity
- Automation Type
- Last Updated
- November 25, 2020
- First Published
- January 17, 2020
- Enterprise Version
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Microsoft Excel
- SAP Credentials
- Mandatory fields in the input Excel Sheet