Automate Your Invoice Processing

with SAP Build Process Automation

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Disclaimer

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SAP Build
Create and augment enterprise apps, automate processes, and design business sites, all visually

Compose apps Automate processes Design business sites

SAP Build Apps SAP Build Process Automation SAP Build Work Zone

Build visually
Integrate smoothly
Collaborate effectively

SAP Business Technology Platform

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SAP Build Process Automation
Capabilities: Citizen automation and workflows for line-of-business builders

SAP Build Process Automation

SAP Build Apps

SAP Business
Processes and Forms and multistep Application Studio
Task Unified launchpad
workflows approvals automation and task center

SAP Build
Work Zone
SAP and
third parties Business rules Prebuilt Document Process visibility and
and decisions content understanding flexibility SAP Integration Suite

Key news at SAP TechEd 2022

▪ New integration between SAP Signavio solutions and SAP Build Process Automation enables over 135 tailored process
improvement recommendations to be automatically triggered and executed, helping customers continuously monitor their processes
and automatically optimize them as needed.
▪ SAP Build Process Automation users can now automate Google Workspace applications in their processes; for instance, they can extract and
change data from Google Sheets, retrieve dates from Google Calendar, and automatically upload files to Google Drive.
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 SAP Build Process Automation use cases
Get inspired and start today

Enable “lights-out”
Automate manual, Automatically aggregate
automation of high-volume
repetitive tasks data from multiple systems
process steps

Lead to cash Capital expenditure approvals Invoice approvals Account opening

Management of contingent
Hire to retire Relocation Visa permits HR employee self-services
workers

Design to operate Master data record updates Document approvals Lead-generation workflows

Source to pay Return-order process Incident management Procurement data collection

Digitalize manual and Extend and adapt Automate comprehensive

semi-automated processes standard application flows cross-application workflows

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Today’s Use Case:Process Description

Scenario: Invoices from different organizations need to handled differently. You might get these
invoices in different formats, e.g. paper-based or via email. Based on the information on the invoice
(sender, received goods or services, day of payment, gross amount) probably several approvals
are even needed.

Before
• Invoice has been received
• Manual entry of the required information in
a spread sheet
• Spread sheet is sent to approve the
invoices
• Approvals are given within the spreadsheet
and sent back to requester
• Maintain manually the invoices in the ERP
system
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After
• Invoice has been received and scanned
• Relevant information is automatically
extracted
• Business rule selects the relevant approver
• Approval (if needed) is done within the
process
• Invoice is automatically pushed to ERP
system for further processing
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Example – Low touch multi channel sales order processing

Workflow triggers for Workflow request sent to Workflow directly triggers an

validating orders as per team for approval based Action (API call) to create
business rules on business rules sales order in the S/4HANA

Web/App created using

SAP BAS/AppGyver

Chatbot interface created

using SAP CAI

Orders coming via Email

RPA robot downloads RPA robot creates RPA triggers workflow

Multichannel order attachment from sales order in the for manually handling
Email S/4HANA exception scenarios
Distributor/Retailer/Sales
Order Processing

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Example: Automate paper-based invoice posting in SAP S/4HANA

SAP Build Process Automation SAP S/4HANA

Trigger process for Bot extracts Decision is used Depending on Invoice is created and
invoices needed information to determine the invoice details, further processed in
from the invoice approver approval is triggered SAP S/4HANA

Not covered in the

exercise

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Exercise Overview
Automate Your Invoice Processing with SAP Build Process Automation

1.Create a business process project

2.Create an automation to extract Invoice Details
3.Create a Decision for Invoice Approval Process
4.Create Forms for Invoice Approval Process
5.Release, Deploy and Run the Process

Process Condition Approval Form

Automation Approval Form

Notification Form
Decision
Trigger Form
Trigger Form
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Process Automation – Document Information Extraction

Extract Data (Pre-trained Model) Extract Data (Template)

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Open Document (Online OCR) 15
Process Automation
What we have released in Q3/2022 (highlights)
 Process Automation – What we have released in Q3/2022 (highlights)
Process & Form Builder Enhancements

Process Builder Triggers feature

‘Enhancements feature API Trigger or Form trigger
parallel branches

Process Builder: Parallel Branches Unified Trigger: API Trigger & Form

Process UI: Forms Builder Process Builder

supports attachments (files), ‘Enhancements
choices (radio buttons), feature Email tasks with a
drag&drop, creation of rich email editing
approvals based on a form, experience
copy / duplicate forms

Form Builder: Enhancements Process Builder: Email Tasks

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 Process Automation – What we have released in Q3/2022
Automation Enhancements

➢ Smart Update
➢ Simplified first download
➢ Faster project switching
Desktop Agent 3 include ➢ Modern Technology and Architecture
Smart update ➢ Easy UI for Version Management
RDP Manager ➢ RDP Manager

Agent 3

Automations include
now Goolge Vision AI SDK Automations feature
with OCR support Google Document AI SDK

Google Vision AI SDK Google Document AI SDK

Public More details you will get in the breakout session AD215 – Get More From Your Bots: It’s SAP Build Process Automation 18
Get started today
Meet your organization’s
requirements as fast as
your business needs.

community.sap.com/
topics/process-automation

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products/citizen-developer
Start Learning
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 Sala Ronaldinho Gaúcho 26/04
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11h – Automate Your Invoice Processing with SAP Build Process Automation

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Thank you.
Contact information:

Chaitanya Priya Puvvada Stephan Schluchter

Customer Solution Adoption Senior Specialist Product Manager
SAP Build Process Automation SAP Build Process Automation
chaitanya.priya.puvvada@sap.com stephan.schluchter@sap.com

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