Results / Finance and SAP
Month-end without panic in accounting
On the last day of the month the bot fixes dozens of orders, bills them, sends the e-invoices and tells accounting exactly what it did.
- Client
- Leading regional energy and agribusiness group (NDA)
- Industry
- Finance and SAP
- Systems
- SAP SD, SEF, VBScript, Outlook
~36 h
a year
dozens
of orders every month
M + Q
monthly and quarterly tags, automatic
01The challenge
On the last day of every month, dozens of sales orders have to be invoiced. First, each order needs a period tag in its description: monthly, or quarterly for certain materials at quarter end.
Accounting did this by hand, order by order, against a deadline. One wrong tag or one missed order meant a correction and extra work the next month.
02What the bot does
- Every day it checks whether it’s the last day of the month and whether it’s quarter end. If not, it exits without doing anything.
- It takes the list of orders due for billing from SAP for both sales organisations.
- In each order it updates the description: removes the old tag and adds the monthly or quarterly one, depending on the material.
- It bills the orders in bulk and sends the e-invoices to the national e-invoicing system.
- It emails accounting a report listing every changed order, for review.
03The result
Month-end invoicing runs the same way every month, no matter who is on holiday. Accounting only reviews the report. In hours it’s about 36 a year, but the value is in no missed orders and no corrections.
Manual work per year
Talk to us
What work does your team do only because someone has to?
Book 30 minutes. Show us the process and we’ll tell you whether it’s worth automating, how long it would take and how much time it gives back. You talk directly to the developer who builds the bot, not a salesperson.