2021-09-29T07:45:00Z

How can an organization use RPA for ERP?

EB
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PeerSpot user
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6 Answers

EG
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.

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SudhakarJha - PeerSpot reviewer
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

ST
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.

DG
Real User
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
Community Manager
Nov 4, 2021

@Dominic-Gopal, thank you for your answer!

PeerSpot user
SS
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
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
Community Manager
Oct 1, 2021

@Shibu Babuchandran thank you very much for the answer.

PeerSpot user
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