Finance O2C - Customer invoice creation

ServicesOutsourcingShared services centres (SSC) RPA Case studies for SSCExamples of successful RPA implementation in SSC

Finance O2C - Customer invoice creation

Key metrics

Payback period: 6 months

Effort saved: 1,6 FTEs

Processed cases yearly: 17 000

Challenge description

  • Staff has only short daily window when invoices have to be created
  • SAP preferences are required to be set differently per entity

Solution

  • Robot receives list of deliveries completed on previous day, validates data, group them by the same sold to, shipped, generates invoices in the system and send invoices to customers via e-invoicing

Process steps

  1. Initiate process based on daily schedule
  2. Validate inputs
  3. Create invoices
  4. Perform e-invoicing
  5. Inform user about process completion

System used

MS Excel, MS Outlook, SAP, Sharepoint

Technology used

Uipath rpa