Finance Credit Control Letter RPA
Use Case Description
The objective consists of sending 3 credit-control warning letters to customers to align with the Credit Control Policy.
Process has two excel report one generated by enterprise ERP tool on daily basis in a dedicated shared path with inactive customers who has pending credit which need to be collected.
Another excel report generated by power bi tool on dedicated shared path has additional info needed to be reflected on the warning letters before sending them to customers.
Below are the three different flags assigned to customers who has credit by the ERP tool.
F flag - 1st warning Letter
S flag - 2nd Warning Letter
W flag - Final Notice Letter
AS-IS WORKFLOW, TO-BE WORKFLOW
To Be - Finance Credit Control Letter RPA.zip
Other information about the use case
Industry categories for this use case: Finance, Other Sector
Skill level required: Intermediate
UiPath Products that were used: UiPath Studio, UiPath Orchestrator
Other applications that were used: Outlook,Excel,Word
Other resources: I have attached all the required input and expected output files within the attached Powerpoint.
What is the top ROI driver for this use case?: Accelerate growth and operational efficiency
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