Manage Opening and Closing of Period of a General Ledger Application

This bot helps in opening and closing the period of a General Ledger application

Top Benefits

  • Bot can close and open the period of a General Ledger application as required and eliminate manual efforts and human error.
  • Time effective and less risk of human error
  • The user will send the email for closing and opening the period of a General Ledger application for specific ledgers.
  • The bot will use standard Oracle form – period maintenance form ensuring all validations are performed as if the values are entered manually.
  • This bot can be used for any process, which can be parameterized.
Before this bot process can be used, we need to ensure the following are in place: Oracle user signed-in has access for updating. A specific email box has been set up to receive emails. Bot user should have permission to read email inbox designated for the requests sent by the user

Setup process

Install

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

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

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

Requirements and Inputs

  • AAE v10.7 sp2
  • Inputs: The input source will be email received to a specific mail id with attachments for opening or closing of period

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