As we said, we will create SOs using data from an Excel spreadsheet. Usually, this data comes from POs. For this project, we are assuming that we have an Excel sheet generated from POs. This can be done by the Automation Anywhere IQ bot, which can read POs in PDF format to generate a spreadsheet with data. This IQ bot part is not covered in this initial Automation Anywhere project. We cover the IQ bot in Chapter 10, Using AI and RPA for Invoice Processing.
In this project, we will have an A2019 bot read the SO details from an Excel sheet, which we will place in the Input folder. It will process each row of SO data and input it into the Apptivo Order application. For each order entered into the application, the bot will take the generated SO number and input it into the Excel spreadsheet. Once all the SOs from the Excel sheet have been processed, the bot will move the spreadsheet to a Processed folder. Here is a high-level workflow...