- Reads input from an Excel sheet
- Logs into SAP
- Process the incoming credit memo details
- Saves the transaction
- Updates the status in the output sheet
The Enter Incoming Credit Memo bot enables organizations to automate the process of processing incoming credit memo details in SAP.
The bot starts its execution by leveraging an input Excel template containing the required fields for outgoing payment processing (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 process the incoming credit memo details. Finally, the bot updates the status of the updated credit memo in the original input Excel file for review/audit.
- Bot Security Program
- Business Process
- Finance & Accounting
- Banking and Financial Services
- Automation Type
- Last Updated
- November 25, 2020
- First Published
- January 13, 2020
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