In this workshop you will gain a basic understanding of SAP Process Automation. While creating a sales order management process you will learn the following topics:
- Onboarding and Installation - Setup your landscape
- The Basics - create a process project
- Automation - create a bot
- Conditions - maintain branches
- Forms - design forms and approval forms
- Visibility (Optional) - get insights into your process
- Run - release, deploy, run, monitor and check the performance
Short scenario description: Sales orders from different customers need to be handled differently based on the sales order amount. There might be a dedicated approval necessary, before the order can be placed in SAP S/4HANA.
Before:
- All sales orders are stored in an XLS sheet
- Employee in sales department is checking manually the status of the orders
- Urgent orders are sent via email for approval, in case they are above a certain amount
- Another XLS sheet is checked to identify the correct approvers
- Approver replies via email to the sales department
- Sales order can be placed in SAP S/4HANA
After (with SAP Process Automation):
- Employee in sales department starts the process by providing the sales order ID
- Bot is automatically extracting the correct sales order details from the XLS sheet
- Based on the amount of the order, it is either automatically approved or requires manual approval
- Approver receives notification in My Inbox application and works on it
- Employee gets automatically information whether sales order is approved and ready to be created in SAP S/4HANA
- In addition, whole process can be managed and monitored using out-of-the-box visibility
Please also visit SAP Help Portal: SAP Process Automation
Good luck!