UiPath Tackles Financial Invoices and SAP

UiPath Tackled Financial Invoices and SAP

Use Case Description

Formtran, Inc. was tasked to address a sophisticated use-case for one of the largest musical instrument manufacturers in the world. Their financial handling goals were to take multiple invoice formats and use OCR to extract salient pieces of data that drive SAP. In each of these processes are multiple points of failure and areas that cause the customer to spend dozens of hours consolidation, extracting, and entering information into SAP.

UiPath automation enables us to solve this complex system.

Formtran, Inc. developed multiple robots to extract invoices from incoming emails sent to the Accounts Payable inbox. These invoices are fed to a standalone Abbyy OCR server where we developed dozens of templates to handle the variety of formats for invoices that are created worldwide. Formtran developed Abbyy code to handle multiple languages and output each invoice into a consumable file that is encased into a UiPath transaction record and placed on a work queue.

Utilizing UiPath’s ReFramework architectural styled state-machine, Formtran, Inc. developed the heartbeat of the system that handles the parsing of the transaction records and performs custom business logic specific to the customer. This ability showcases UiPath’s technology and advanced thinking which saves developers from writing hundreds of lines of code to handle transaction processing and failure states.

Once the transaction data has passed the business criteria of dozens of business rules, the UiPath robot launches SAP and performs not only the data entry required but is aware of multiple SAP error messages that may be emitted and knows how to handle and recover from each of these messages. Users of the SAP system can spend days of labor responding to error conditions and perform the required analysis to determine the invoice data that may be causing problems – our robots reduce days of labor to minutes.

In short, the scope of use-cases that UiPath can tackle is only limited to the expertise of the developers which further validates the value of obtaining certificates relevant to the ability level of the individual. Our company is a firm believer in the UiPath tool and invests the time required to earn our advanced developer certificate.



Other information about the use case

Industry categories for this use case: Finance

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Orchestrator

Other applications that were used: SAP, Visual Studio, Web Services

Other resources: UiPath Academy (excellent videos), Bryan Lamb RPA Expert - Udemy

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency