Robotic process automation provider UiPath offered a deep dive into its process automation development during its recent virtual UiPath Integrations Summit.
A series of best practices on Oracle NetSuite’s purchase order automation via APIs in UiPath Studio were highlighted in the presentation. Purchase orders are a key feature of many commercial and supply chain management workflows and are critical to commercial banking. Roy Donaldson, UiPath’s principal product manager, laid out the process, noting the importance of the steps to automation as follows:
First steps
- Ensure vendor information is accurate and up to date; and
- Connect purchase order “header,” or key vendor information, and line items to the automation “skeleton.”
Building the integration
- Pay attention to the naming of integrations, which can change depending on type of integration package as some integrations run locally on robot machines, whereas others use new integration services;
- Enable scopes, or controls, that limit access to resources or features of the automation; and
- Test the connection and credentials.
Automation configuration
- Locate a vendor that matches purchase order;
- Enable a “for each” command, which runs a command for every instance of a selected variable in the automation. For the Oracle NetSuite automation, Donaldson chose “vendor” as the “for each” variable, and configured a command that matches a vendor to the purchase order by name, which adds information from the vendor’s PDF file to the purchase order;
- Add line items to purchase order; and
- Use NetSuite API to convert PDF information to needed objects for the purchase order.
Create purchase order
- Assign the purchase order number to the input and output of the automation; and
- Complete purchase order.
Bank Automation Summit Fall 2022, taking place Sept. 19-20 in Seattle, is a crucial event on automation and automation technology in banking. Learn more and register for Bank Automation Summit Fall 2022.
