SAP Build Process Automation
Product Tour
Explore SAP Build Process Automation
Take the product tour to see how easy it is to create an invoice approval process.
Click-through product tour
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- This demo will walk you through the automation of a simple invoice approval process.
- You'll see which steps can be automated to speed up the overall process and help increase customer satisfaction.
- Click on "Create a Process" to begin your automation journey.
- Once you name the process and add a brief description, click "Create" to navigate to the "process builder" page.
- Now that you are on the process builder page, you can start building your automation.
- Each process will start with a trigger. In this case, it is a request form to approve an invoice.
- Click on the "+ New Form" button to create a new form.
- The visual drag-and-drop feature allows you to build with simplicity and easily configure the form layout and inputs to match your needs.
- In this case, you want to capture three main inputs in the invoice request form: The employee's name, the invoice location, and the date.
- After completing the form, return to the process builder page to continue with the remaining automation steps.
- Once the process has been initiated via a request form, the next step is to find a way to extract information from the invoice automatically.
- With AI-assisted automation, you can automatically extract the information you need from the invoice file.
- This automation feature not only speeds up your process but also helps you avoid potential errors during manual data entry.
- You can then extract data with the Document Information Extraction service using pretrained models for different document types, such as invoice, purchase order, and payment advice.
- This can be used for different types of data:
- Structured data such as surveys and questionnaires
- Semi-structured data such as invoices and purchase orders
- Unstructured data, including contracts, letters, and memos
- Once the data is extracted, you can populate different variables for required information, such as sender name, gross amount, and document number.
- Now that you have automated the data extraction part, head back to the process builder page to add more steps.
- Did you know that SAP Build Process Automation provides no-code decision capability to help you model and manage complex business logic in a clear and easy-to-maintain structure?
- Next, let's create a decision to identify the stakeholders who can approve invoices based on the invoice amount.
- Approvals are often made outside formal processes, such as via email or phone calls, which can easily be overlooked and slow down operations.
- Under "Default Policy", you can add a rule that automatically approves invoices below a certain threshold but requires a manager's approval for higher amounts.
- In this case, you configure the condition for automatic approval of invoices with a value less than or equal to US$1,000.
- This feature empowers users to adjust processes based on the latest corporate policy without having to consult an IT expert or redevelop the application.
- Now that the decision is configured head back to the process builder page to explore more features.
- Congratulations, you've done it. The formerly paper-based, error-prone manual invoice approval process has been automated and improved.
- Now that you've seen how easy it is to create a process, let's explore what else SAP Build Process Automation has to offer.
- Click on the "SAP" logo to head back to the main application development studio.
- Let's explore what pre-built content exists for SAP S/4HANA.
- The release of blocked supplier invoices is a common challenge for many organizations.
- Use this easy-to-create bot to automate the release of item amount blocks for multiple supplier invoices.
- Once you have found a pre-built process that meets your automation needs, click "Add" to download the content.
- Accelerate time to value with prebuilt features, templates, content, and bots from an extensive ecosystem of partners and our community.
- You can leverage prebuilt content as a template and customize the artifacts to suit your organization's automation needs.
- Click on the "SAP" logo to head back to the main application development studio.
- The comprehensive visibility dashboard is automatically created for each automation process you deploy.
- It offers near real-time insights into process performance to support operational excellence.
- You can also drill down into each process instance to check what's going on.
- Click to identify invoices at risk.
- In this view, you can detect process issues that require immediate attention and take appropriate action.
You have reached the end of the product demo; thank you for exploring SAP Build Process Automation.
Learn how SAP Build Process Automation can help your company innovate and scale business processes. Check out industry-specific use cases.
Use Case Repository
Try out the product yourself.
Guided Experience
- Did you know that you can immediately start projects with various best-practice bots and process workflows for different lines of business by using pre-built content?
- Under the "Store" tab, you can access pre-built functions, process templates, and bots that can be connected to SAP and third-party applications.
- You have created your first process, defined a form, included automation to extract data, and used a condition to control the decision flow.
- Now it's time to track process performance against targets and optimize it.
- To do this, click on the "Monitor" tab.
- This demo will walk you through the automation of a simple invoice approval process.
- You'll see which steps can be automated to speed up the overall process and help increase customer satisfaction.