- 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 update is a day to day activity and the process involves updation of CRM Opportunity and maintain the SSR Tracker excel input sheet, So that anyone can track the CRM opportunity status at any point of time.
Input – The bot need SSR tracker input file having mandatory columns as 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 then update the SSR Tracker input file.
Use cases – The Bot will help the SSR and operations team in order to update the CRM opportunity, track the opportunity and update the SSR input tracker sheet.
- Bot Security Program
- Business Process
- Finance and AccountingSalesSupport
- Automation Type
- Last Updated
- July 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