iq bot cloud invoice processing solution automation anywhere | iq bot cloud invoice processing...

Download IQ Bot Cloud Invoice Processing Solution Automation Anywhere | IQ Bot Cloud invoice Processing Solution

Post on 23-Jun-2020

0 views

Category:

Documents

0 download

Embed Size (px)

TRANSCRIPT

  • © 2019 Automation Anywhere. All rights reserved.

    Automation Anywhere | IQ Bot Cloud invoice Processing Solution

    1

    IQ Bot Cloud Invoice Processing Solution

    Version 2.0

  • © 2019 Automation Anywhere. All rights reserved.

    Automation Anywhere | IQ Bot Cloud invoice Processing Solution

    2

    Table of Contents

    1. Overview of Cloud Invoice Processing Solution......................................................................... 3

    1.1 Requesting Your Cloud Invoice Processing .................................................................................3

    2. Getting Started with Cloud Invoice Processing ......................................................................... 4

    2.1 Technical Architecture ..............................................................................................................4

    2.2 Your Virtual Machine (VM):.......................................................................................................5

    2.3 Create the users “User” and “Botrunner” ..................................................................................5

    3. Preparing IQ Bot Invoice Processing Virtual Machine .............................................................. 9

    3.1 Training IQ Bot Learning Instance ............................................................................................ 10

    4. Initializing the RPA Bots ........................................................................................................... 11

    4.1 Configuring email client .......................................................................................................... 13

    4.2 Uploading Invoices to IQ Bot: .................................................................................................. 13

    4.3 Downloading Processed Invoice Data ...................................................................................... 14

    4.4 SAP Invoice Processing: ........................................................................................................... 16

    5. Running the Bots ...................................................................................................................... 19

    5.1 Production Workflow: ............................................................................................................. 19

    6. Getting Help.............................................................................................................................. 20

  • © 2019 Automation Anywhere. All rights reserved.

    Automation Anywhere | IQ Bot Cloud invoice Processing Solution

    3

    1. Overview of Cloud Invoice Processing Solution

    IQ Bot Cloud Invoice Processing Solution is the Industry’s first cloud-based invoices processing solution. It enables end-to-end processing of invoices by leveraging both RPA and cognitive automation. Automation Anywhere provisions and manages the cloud infrastructure required for processing the

    invoices.

    The pre-built RPA bots automate the routine tasks such as downloading invoice related emails from the mail server, uploading them to IQ Bot for processing, and then uses the extracted information to update

    SAP invoice workflows. This significantly helps business users quickly deploy an automated invoice processing solution with little reliance on IT.

    1.1 Requesting Your Cloud Invoice Processing

    Customers can subscribe to the solution by reaching out to the account team or by calling Automation

    Anywhere Sales at 1-888-484-3535 x1.

    Once the infrastructure has been provisioned, the customer will receive a welcome email from Automation Anywhere. This email will contain the credentials required to login to your specific instance

    of Automation Anywhere IQ Bot so that you can configure RPA bots and train cognitive learning instances.

  • © 2019 Automation Anywhere. All rights reserved.

    Automation Anywhere | IQ Bot Cloud invoice Processing Solution

    4

    2. Getting Started with Cloud Invoice Processing This section provides an overview of the architecture of the cloud solution followed by steps to initialize and configure the RPA bots.

    2.1 Technical Architecture

    There are two main components of the system, a cloud component and an onpremise component.

    The cloud component has the following elements:

    • Automation Anywhere Enterprise Control Room v11.3

    • IQ Bot server that processes the invoices and creates CSV files with the extracted data • An RPA TaskBot that securely uploads the CSV files into an Amazon S3 storage instance

    The on-prem component has the following:

    • Automation Anywhere Enterprise Client v11.3 • An RPA TaskBot that will check for invoice emails and then upload them into an IQ Bot

    server for processing receives emails with Invoices and uploads to IQ Bot • An RPA TaskBot that downloads the CSV extraction files from the Amazon S3 storage

    instance

    • An RPA TaskBot that transfers the extracted data into the backend SAP invoice system

    Note: There is one Enterprise Client online that you will need to install. Refer: https://docs.automationanywhere.com/bundle/enterprise-v11.3/page/enterprise/topics/aae- client/install/installing-aae-client.html The on-prem client that acts as a BotRunner interfacing with Outlook for invoices download and SAP for updating invoice data. This client needs to be registered with the same Control Room that is in the cloud

    component. Refer: https://docs.automationanywhere.com/bundle/enterprise-v11.3/page/enterprise/topics/aae- client/install/login-to-control-room.html

    The solution include licenses for all of the above mentioned devices.

    CSVINVOICES

    VIA EMAIL UPDATE ERP

    AUTOMATION

    ANYWHERE ENTERPRISE

    CLOUD

    IQ BOT

    ENTERPRISE

    CLIENT ENTERPRISE CLIENT

    ON- PREMISES ON- PREMISES

    https://docs.automationanywhere.com/bundle/enterprise-v11.3/page/enterprise/topics/aae-client/install/installing-aae-client.html https://docs.automationanywhere.com/bundle/enterprise-v11.3/page/enterprise/topics/aae-client/install/installing-aae-client.html https://docs.automationanywhere.com/bundle/enterprise-v11.3/page/enterprise/topics/aae-client/install/login-to-control-room.html https://docs.automationanywhere.com/bundle/enterprise-v11.3/page/enterprise/topics/aae-client/install/login-to-control-room.html

  • © 2019 Automation Anywhere. All rights reserved.

    Automation Anywhere | IQ Bot Cloud invoice Processing Solution

    5

    2.2 Virtual Machine (VM):

    The VM is pre-installed with the following:

    • Automation Anywhere Enterprise Control Room • Microsoft SQL Server 2016

    • IQ Bot (version 11.3x)

    Open Automation Anywhere Enterprise

    Use your Chrome browser and connect to Automation Anywhere Enterprise. The connection information is provided in the welcome email. This includes:

    • Enterprise Control Room URL

    • Control Room user ID

    • Control Room user ID Password

    2.3 Create three user accounts as follows:

    Follow the instructions in the following link to create users for Control Room and IQ Bot:

    UserID Roles Description

    User1 AAE_basic AAE_IQ Bot Admin AAE_IQ Bot Services

    AAE _IQ Bot Validator Bot creator (Enable auto login)

    Purpose: This user is going to create bots, create and train Learning Instances.

    This user will have the full capabilities for IQ Bot (create, train, test, validate, and migrate learning instances). Additionally, this user will be able to create and

  • © 2019 Automation Anywhere. All rights reserved.

    Automation Anywhere | IQ Bot Cloud invoice Processing Solution

    6

    run TaskBots that can use IQ Bot learning instances

    User2 AAE_IQ Bot Admin

    AAE_IQ Bot Services AAE _IQ Bot Validator

    Purpose: This user is going to

    validate the extractions. This user will have the full

    capabilities for IQ Bot (create, train, test, validate, and migrate

    learning instances). This user does not have a Bot creator license, thus will not be able to create or run TaskBots.

    Botrunner1 AAE_Basic Unattended bot runner [IQ Bot license (checked)]

    Purpose: This user account is used by bot runner. This user will only have the ability to run TaskBots.

    https://docs.automationanywhere.com/bundle/iq-bot-v6.5/page/iq-bot/topics/iq-bot/install/creating- user-with-iqbot-validator-or-iqbot-services.html

    Note: Only the “Botrunner1” and “User1” user will be able to run the created TaskBots. The account “User2” will not as it does not have a bot creator license.

    https://docs.automationanywhere.com/bundle/iq-bot-v6.5/page/iq-bot/topics/iq-bot/install/creating-user-with-iqbot-validator-or-iqbot-services.html https://docs.automationanywhere.com/bundle/iq-bot-v6.5/page/iq-bot/topics/iq-bot/install/creating-user-with-iqbot-validator-or-iqbot-services.html

  • © 2019 Automation Anywhere. All rights reserved.

    Automation Anywhere | IQ Bot Cloud invoice Processing Solution

    7

  • © 2019 Automation Anywhere. All rights reserved.

    Automation Anywhere | IQ Bot Cloud invoice Processing Solution

    8

Recommended

View more >