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