Robotic Process Automation: Automating the Order-to-Cash Process workshop 2

Why is this important?

This final workshop class is the second of two workshops classes that build on prior in-class automation efforts, guiding students toward the completion of their Order-to-Cash desktop bots for the Professionalism case. The motivation is to transition students from supported classroom development to fully documented, standalone solutions that reflect real-world automation expectations balancing functionality, clarity, and maintainability.

What will we do?

This is the second and final workshop session dedicated to completing the Order-to-Cash automation for the Skylar and Victoria case. Students should finalize their CSV-driven workflow logic, implement exception handling and annotations, and prepare their automation for submission as part of the Professionalism assessment. Instructor support will be available for debugging and design refinement. Students who have completed this phase may use remaining time to advance their Individual RPA Submission project.

Review and Extension:

We will begin with a check-in on progress from Workshop 1 and recap key challenges observed in implementing CSV-driven automation. Attention will be given to troubleshooting common issues, such as date formatting, file path logic, or incomplete shipping record matching.

By the end of this session, students should have a fully functional and documented bot capable of simulating the Order-to-Cash workflow using CSV input files. Those who finish early may explore enhancements such as logging mechanisms, runtime prompts, or process flexibility. These improvements may carry over into the Individual RPA Submission and Intelligent Automation Tournament cases.

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Slides for this class have been archived for this quarter.
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 activities including: Build DataTable, Add Data Row, and Lookup DataTable
Automation Tools: UIPath updating a datatable value see: UIPath Update a datatable value

Suggested Pre-Class Preparation:

1. As for the prior classes, students should have mostly completed the bot by this class and be working on their extension, or wrapping up.
2. Students who have finished their case submission should be working on mapping out their individual bot.
3. Help for the extension and ideas for this case or for the individual bot can be found in the video materials on the course videos page.

Class Plan:

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