SAP CRM Opportunity Update

Update SAP CRM Opportunities through the use of an SSR tracker input file

Top Benefits

  • 100% accurate in updating of SAP CRM Opportunities.
  • Provide real time status of Opportunities.
  • Update the SSR tracker input sheet with the results of updates.
  • Improves SSR / operations team productivity.

Tasks

  • 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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
19
Vendor
Automation Type
Bot
Last Updated
November 24, 2020
First Published
February 24, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

SAP CRM Login Page
MetaBot
SAP CRM Opportunity Screen
Input Sheet
Taskbot
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SAP CRM Login Page
MetaBot
SAP CRM Opportunity Screen
Input Sheet
Taskbot

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

  • The bot need SSR tracker input file having mandatory columns as Stages, CRM Id, SO No, Invoice No.
  • Must have valid SAP CRM account