VA01 - Create Sales Order

This bot logs into SAP, takes the input from an Excel file, and creates a sales order in SAP.

Top Benefits

  • Automates the SAP login process and creates sales orders
  • Reusable, generic solution to which can be used across multiple bots
  • Fast, efficient processing with the need for manual intervention

Tasks

  • Read input details from the Excel spreadsheet
  • Logs into SAP
  • Create a sales order
  • Saves the transaction
  • Updates the Excel file with the status of the created order

The Create Sales Order bot enables organizations to automate the process of generating sales orders in SAP.

The bot starts its execution by leveraging an input Excel template containing the required fields for the creation of a sales order (though it should be noted that custom fields can be added here as well). Once the Excel data is read, the bot logs into SAP and begins filling in the data required to generate the sales order. Finally, the bot updates the status of the sales order status in the original input Excel file for review/audit.

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Bot Security Program
Level 3
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
November 25, 2020
First Published
February 18, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support
SKU
VA01_CRT_SO

See the Bot in Action

Input Excel
Processing "Create Sales Order" in SAP
Excel update
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Input Excel
Processing "Create Sales Order" in SAP
Excel update

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

  • Microsoft Excel
  • SAP Credentials
  • Mandatory Fields