Case Study
AP Attachments
Streamlining updating voucher numbers between disparate systems has created unnecessary delays and unmet deadlines.
The procedure entails iterating through all pending invoices stored in SharePoint and verifying if the corresponding voucher has been recorded in Plex. If the voucher is found, it’s promptly updated in SharePoint, and the associated invoice PDF is uploaded into Plex. This process was laborious and repetitive, often resulting in avoidable delays, particularly when users couldn’t update orders promptly.
The process involves cycling through all pending invoices stored in SharePoint and confirming whether the respective voucher has been registered in Plex. If the voucher is identified, it’s swiftly updated in SharePoint, and the relevant invoice PDF is subsequently uploaded into Plex. This method proved to be tedious and repetitive, leading to unnecessary delays, especially when users couldn’t update orders promptly.
Implementing an optimized end-to-end automation solution for the Accounts Payable (AP) attachment process within Plex. The BOT efficiently navigates to SharePoint, identifies unprocessed invoices, and groups them based on their PCSN code. It then logs into Plex and navigates to the respective PCSN to retrieve the voucher number if it’s booked. Additionally, the BOT uploads the PDF file against the corresponding invoice in Plex, ensuring seamless attachment of documents to invoices.
Enhanced Process Steps:
- Implemented streamlined and efficient process steps, ensuring seamless execution and optimization of resources.
Achieved 100% Accuracy & Visibility:
- Implemented measures to guarantee complete accuracy and transparency throughout the process, enabling clear visibility into all transactions.
- Proven results with 100% accuracy.
Boosted Productivity:
- Maximized productivity by automating tasks and eliminating manual errors, allowing teams to focus on higher-value activities.
Realized Significant Labor Savings:
- Successfully reduced labor-intensive tasks through automation, resulting in substantial time and cost savings for the organization.
“Achieved 100% accuracy and visibility”
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