2021-09-29T07:45:00Z

How can an organization use RPA for ERP?

Hello,

What are the most frequent and useful use cases when an enterprise uses RPA for Enterprise Resource Planning (ERP)?

EB
Director of Community at PeerSpot (formerly IT Central Station)
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6 Answers
EG
Co-Chief Executive Officer at SIT
User
2022-08-26T11:53:30Z
Aug 26, 2022

If your questions are raised since you think what process will be most beneficial to automate, I’d recommend you to run process mining on the ERP your company currently using, and based on the results you will be able to learn and find the most beneficial process to automate.

Search for a product comparison in ERP
SudhakarJha - PeerSpot reviewer
Senior Manager & Architect - Enterprise Solutions & CoE (Innovation & Digital Transformation) at Nsight inc
Real User
Top 5Leaderboard
2022-07-06T14:14:02Z
Jul 6, 2022

As per my experience below are the frequently used use cases in the ERP space:


1. Sales Automation


2. Invoice Automation


3.3-way matching


4. OCR and document data processing

DG
CEO at a tech services company with 11-50 employees
Real User
Top 5
2021-11-04T01:50:21Z
Nov 4, 2021

Hi @Evgeny Belenky


We have used RPA successfully for AP Invoice Automation which is one of the most common uses of  RPA. 


In some cases of trading companies, using a drop shipment scenario, this can extend to the billing clients after the supplier invoice triggers this process.   


In one case (our client) where the supplier requires them to download the invoice from a portal, the Bot is configured to log in a 5 pm every day to retrieve the latest invoices which are then processed with the AP Automation process mentioned above. 


The client achieved good savings on FTE. 


There are others that have already been stated by the community in this thread.

EB
Director of Community at PeerSpot (formerly IT Central Station)
Community Manager
Nov 4, 2021

@Dominic-Gopal, thank you for your answer!

PeerSpot user
SS
AVP - Group Head IT & Systems at Naprod Life Sciences Pvt. Ltd.
User
2021-10-01T05:21:38Z
Oct 1, 2021

RPA can be used for ERP in the following scenarios:


1. Receipts creation - vendor Invoice booking & passing.


2. Sale order creation from Field officers.


3. Invoice processing from Sales order or sales scheduling agreement (as per plan).

Shibu Babuchandran - PeerSpot reviewer
Regional Manager/ Service Delivery Manager at a tech services company with 201-500 employees
Real User
ExpertModerator
2021-10-01T03:06:10Z
Oct 1, 2021

Hi @Evgeny Belenky ​,


Most common use cases where organizations can use RPA for ERP:



  • Automated data entry in advanced ERP systems

  • Executing document upload or download processes

  • Filling a form on screen

  • Comparing data fields on screen

  • ERP integration with legacy systems and third-party applications

  • Automating data migration

  • Screen scraping data on screen

  • Identifying an exception to a process and flagging it for review

  • Data mining

  • Monitoring the sending of emails

EB
Director of Community at PeerSpot (formerly IT Central Station)
Community Manager
Oct 1, 2021

@Shibu Babuchandran thank you very much for the answer.

PeerSpot user
ST
Business Automation Consultant at IBS Bulgaria
User
2022-08-29T14:06:01Z
Aug 29, 2022

Hi,


In our company the most frequent and useful use cases are:


1. Processing the Invoices and Credit Invoices form our vendors


2. Creating and updating the exchange rates.

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Hi Wanlaya,  We are SAP consulting company based in Mumbai, India you can visit our website www.inteliwaves.com.   Just to answer your question please find herewith document i have may be helpful to you and will help you in your decision making process.               SAP S/4HANA vs. Oracle ERP Cloud: Clash of the Titans When considering new enterprise technologies, many of our clients consider SAP S/4HANA vs. Oracle ERP Cloud in their ERP software evaluation process. In fact, our upper mid-market and larger enterprise clients choose between these two systems on an extremely frequent basis. In the most recent rankings of the top ERP systems, it’s not surprising that both solutions did well. S/4HANA ranked #6 and Oracle ERP Cloud landed at #3, although they both finished in the top two in terms of market share. While some might argue they should have finished higher in our rankings, below are some independent analysis of how these two leading industry titans compare to one another. 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Hello community, I am a Manager at a small tech consulting company. I am currently researching ERP solutions. Which ERP solution is best for steel manufacturing?  Thank you for your help.
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Ed Waldschmidt - PeerSpot reviewer
Sr. IT Project Manager at PHD INC
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I would do a gap analysis and determine what is required by your company. Then look at the software depending on what the gap analysis tells you. It could be NetSuite, Epicor, or JD Edwards. All have their strengths and weaknesses. It depends on what is the best fit for your company.   One other point, this should not be an IT project.
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Shibu Babuchandran - PeerSpot reviewer
Regional Manager/ Service Delivery Manager at a tech services company with 201-500 employees
Real User
ExpertModerator
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