Finance Credit Control Letter RPA

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


To Be - Finance Credit Control Letter

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

Hi @Ahmed_Nizamuddin

Thank you for your submission.

Please see our remarks below to qualify for a certification discount voucher:

  • the description of the use case should be at least 100 words

You can edit the above topic to fix the above :slight_smile:

Hi @loginerror :grinning:,

Really happy to see that my use case got approved. Will update the description shortly. Thank you so much for the support🤗.