Cost refund process

[naveen.dsouza]

Cost refund process

Use Case Description

The process aims to give a solution for getting the approval for the refund from the manager. The process may be triggered using the Integration server only if there is mail from the refund team. The process checks the status of the previously created refund slips if they are signed by the manager then they will be sent to the refund team for the refund. If they are not signed then they are reassigned to the manager. Then the bot will login to the web application and extract the refund details table. For each row in the table bot will generate a refund slip. At the end the mail is sent to the manager to verify and sign the refund slips.

AS-IS WORKFLOW, TO-BE WORKFLOW

Cost refund process.pdf

Other information about the use case

Industry categories for this use case: Logistic, Manufacturing, Marketing Sales

Skill level required: Intermediate

UiPath Products that were used: UiPath Studio, UiPath Assistant, UiPath Data Services, UiPath Studio Web, UiPath Orchestrator

Other applications that were used: -

Other resources: -

What is the top ROI driver for this use case?: Improve customer experience