Order creation in long running workflow

Order creation in long running workflow

Use Case Description

  1. At first, download the invoices from the email inbox, as sent by the customer.
  2. Start loop, and read the invoices one by one
  3. As the invoices are scanned and fields are in random positions, use Document Understanding.
  4. If all the fields extracted are having confidence>=95, then call SAP Order Creation bot and Salesforce Order Creation bot.
  5. Otherwise, for the fields having less confidence score, create a form with those values, and display it to the customer using Action Center and Long-Running workflow.
  6. Once the customer corrects the fields and submits the form, the flow resumes.
  7. SAP and Salesforce Order Creation bots are called.
  8. For both the bot, give input arguments as the extracted fields. Orders are created accordingly in both SAP and Salesforce.
  9. Once 1 order is created successfully against 1 invoice, go to the next invoice in the loop
  10. At the end of the flow, send an email to the customer stating the invoices have been processed and orders have been created accordingly.

AS-IS WORKFLOW, TO-BE WORKFLOW

Other information about the use case

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

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Action Center, UiPath AI Center, UiPath Assistant, UiPath Document Understanding, UiPath Orchestrator

Other applications that were used: SAP, Salesforce

Other resources: -

What is the top ROI driver for this use case?: Minimize risk and ensure compliance in operations