Automating the Order-to-Cash Process workshop 1

Why is this important?

What will we do?

This class is reserved for time for students to work on their Order-to-Cash RPA solutions for Skylar and Victoria. We will conclude what the class version of the bot is capable of so that students can work on their Professionalism (individual) case submission. Those who are ahead, should consider working on their bot for the Individual RPA Individual Submission.

Review and Extension:

In the prior class, we worked with excel, in this class we will work with csv files.

In this class, instead of using excel, we will work with csv files as our ERP system.

Materials and Suggested Seating:

Case: Pure Reformed Oils (Swindler and Simpson: The path to redemption) Case, Continued.
Case: Billing Bot (background) Case as an example of extending the bot to capture invoicing.
Case: Tax Form Bot (background) Case as an example of extending a bot from input data to interacting and saving pdfs forms.
Case: Distance Bot (background) Case as an example of extending a bot using input data to interacting with web browsers and obtaining data from websites.
Case: Sales Reporting Bot (background) Case as an example of extending a bot using sales data to interacting with dashboards to display sales information.
Slides: will be available for download by the beginning of class in either powerpoint or pdf formats.
Data: A data update may be required for this class. To ensure your files are the most up-to-date, navigate to ACCTG528_Labs folder and run the command git pull.
Automation Tools: UIPath

Note on Pre-Class Preparation:

There is no suggested preparation for this class.

Class Plan:

1. After a brief review and overview of the remaining tasks, students will work on their individual extensions to the bot.