- Login into SAP CRM
- Check SSR stage, Invoice No , CRM ID, SO NO from SSR tracker input sheet
- Open the CRM Opportunity
- Update Opportunity
- Save the CRM Opportunity
- Update the SSR Tracker input sheet
SAP CRM Opportunity updating is a day to day activity and the process involves updating CRM Opportunities and maintaining an SSR Tracker Excel input sheet. Keeping Opportunities in SAP updated is an important function allowing others within an organization to track CRM Opportunity status at any point of time.
Input – The bot needs an SSR tracker input file with mandatory columns of Stages, CRM Id, SO No, Invoice No.
Actions - This bot will login into SAP CRM, open the CRM Opportunity, update it, save the Opportunity record, and finally update the SSR Tracker input file.
Use cases – This bot will help the SSR and operations teams in order to update CRM Opportunities, track Opportunities, and update the SSR input tracker sheet.
- Bot Security Program
- Business Process
- Customer Service & SupportFinance & AccountingSales
- Automation Type
- Last Updated
- November 24, 2020
- First Published
- February 24, 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
- The bot need SSR tracker input file having mandatory columns as Stages, CRM Id, SO No, Invoice No.
- Must have valid SAP CRM account