NARRATOR: Today, we're going to be showing you UiPath Action
Center.
UiPath Action Center helps automate long and complex
processes from start to finish through seamless human robot
collaboration from a single platform.
Here, we will look at a complex automation
for invoice processing that requires
human robot handoff of tasks.
The goal is to remove the mundane work
and bring humans in the loop only when needed
to make critical decisions.
In this demo, we'll use UiPath Action Center
to automate invoice processing where an unattended UiPath
robot looks for invoices that need to be processed,
extracts the required data from the invoice,
processes the invoice, and finally submits it into an ERP
system, in this case, SAP.
During this process, if the robot needs human assistance,
it automatically creates a task for a human
and moves on with other jobs until the human performs
the required action.
Here, we will look at two scenarios--
first, an invoice backed up by a purchase order;
second, an invoice without a purchase order.
Let's look at the scenario where the invoice has a PO number.
The robot picks up the invoice and extracts the data including
PO number, invoice number, invoice date, vendor name,
total amount, net amount, and tax amount.
As this invoice has the PO number,
the robot matches the line items in the invoice
with the existing PO in the SAP system.
Here, we see the robot entering the basic invoice data
into SAP, followed by PO number and the invoice amounts.
This lets SAP perform matching to PO amounts and quantities.
In this case upon posting an SAP,
you will notice the document is posted
with a blocked for payment message due to PO
invoice unit price mismatch.
Immediately, the robot creates a new action for a business user
to review this matching exception
and to make the final approval.
While the user acts on this task,
the robot is free to pick up other jobs.
Here, we see the task in the action inbox of UiPath action
center.
The task is in the unassigned status.
The respective user can either accept this task
or assign it to someone on the team.
Here, we see that the user accepts the task
and approves it to confirm that the higher unit
price is accepted.
As soon as the user approves the invoice,
the next available robot gets triggered
to continue the process.
The robot then locates the blocked invoice in SAP
and release it for payment.
In the next scenario, we see that the invoice selected
doesn't have a PO number.
The robot creates an action and sends it
to actions inbox for a business user
to perform GL coding of this non-PO invoice.
Upon seeing the task in the inbox,
the user accepts the task, checks the invoice,
and adds the respective GL codes for each of the line items,
then submits the task as complete.
When the user acts on this task, the robot
is free to pick up other jobs.
Immediately, an email and a mobile notification
is sent to the manager for the final approval.
In this case, the manager has the UiPath mobile app
installed on her mobile phone and gets
a notification of a task that needs her attention.
Once the manager opens the task on her mobile application,
she can see the invoice details and add any comments
and can either accept the task or assign it
to others on the team.
Now, the robot continues the process,
logs into the SAP application, enters the required data
from the invoice, and then updates the newly provided GL
codes.
Once GL codes are successfully submitted,
we see the document number at the bottom of the screen.
In this demo, we saw the power of UI path action
center allowing humans and robots
to seamlessly collaborate for automation
of a complex process.
The possible automation supported by bringing human
into the loop are endless.
Get started on your automation scaling journey today.