Professional Documents
Culture Documents
Customer Statement and Invoice Distribution
Customer Statement and Invoice Distribution
ICR001_01
Project Description
Users need to print out Customer Billing Invoice from SAP and send email it to
Customers manually.
They have 60-70 customer Accounts and then 150-200 Invoices are needed to send for
each month.
Project Scope
To create an automated process in Uipath to :
◦ Get invoice list to print
◦ Login to SAP
◦ Check status of customer billing based on invoice details to print and save customer invoice
◦ Print and Save Customer Invoice
◦ Save PDF Document
◦ Send document by email
◦ Update Master Invoice list
◦ Logout of SAP
Requirements
◦ SAP Login Details
◦ Invoice List file for Customer billing search(Assuming this file will remain same
everyday except for occasional changes)
◦ Contact list file to send downloaded document to customers as email along with look
up criteria
◦ Sample Email Template for email
Project Plan
• Read Config File Date of delivery
Get Invoice List to print
Login to SAP 14/3/2022
Open Tracking Screen
• Testing 24/3/2022
Point Of Contact
◦ For any project related queries and discussions :
Xavier Tomy from Marlabs