{"id":7731,"date":"2022-07-29T17:00:01","date_gmt":"2022-07-29T11:30:01","guid":{"rendered":"https:\/\/praxisinfosolutions.com\/blog\/sap-business-one-improve-b2b-experience-for-customers-2\/"},"modified":"2023-05-11T10:59:06","modified_gmt":"2023-05-11T05:29:06","slug":"intelligent-automation-for-sap-business-one","status":"publish","type":"post","link":"https:\/\/praxisinfosolutions.com\/blog\/intelligent-automation-for-sap-business-one\/","title":{"rendered":"Intelligent Automation for SAP Business One"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 banner-heading-px hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:-50px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;background-color:#5ea9de;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1 fusion-no-small-visibility\"><h2 style=\"text-align: center; font-size: 30px; line-height: 30px; padding-top: 25px; font-family: 'Open Sans', sans-serif;\"><span style=\"color: #ffffff;\"><strong style=\"font-weight: bold;\">Intelligent Automation for SAP Business One<\/strong><\/span><\/h2>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:20px;padding-right:0px;padding-bottom:0px;padding-left:0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_3_5 3_5 fusion-three-fifth fusion-column-first\" style=\"width:60%;width:calc(60% - ( ( 4% ) * 0.6 ) );margin-right: 4%;margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-2\"><p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; margin-bottom: 10px;\">The monotony of administrative tasks like processing invoices, purchase orders, and travel vouchers can be cumbersome for most administrative personnel. As more of these business files and documents are received on email addresses, users need to check them and decide what to do next.<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; margin-bottom: 10px;\">In short, even ERP tools like SAP Business One requires manual entry of data into their system. This is no longer the case. Using Intelligent Automation for SAP Business One, you can now automate these manual processes and simplify your administrator\u2019s job.<\/p>\n<p class=\"mob-mb-20\" style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; margin-bottom: 10px;\">What is Intelligent Automation for SAP Business One (or B1) \u2013 and what are some of its best practices? Let\u2019s explore.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_2_5 2_5 fusion-two-fifth fusion-column-last\" style=\"width:40%;width:calc(40% - ( ( 4% ) * 0.4 ) );margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none mobile-img\" style=\"max-width:100%;\"><img width=\"600\" height=\"384\" alt=\"Intelligent Automation for SAP Business One\" title=\"Intelligent Automation for SAP Business One\" src=\"https:\/\/praxisinfosolutions.com\/blog\/wp-content\/uploads\/2022\/08\/Automation-for-SAP-Business-One-600.jpg\" class=\"img-responsive wp-image-7733\" srcset=\"https:\/\/praxisinfosolutions.com\/blog\/wp-content\/uploads\/2022\/08\/Automation-for-SAP-Business-One-600-200x128.jpg 200w, https:\/\/praxisinfosolutions.com\/blog\/wp-content\/uploads\/2022\/08\/Automation-for-SAP-Business-One-600-400x256.jpg 400w, https:\/\/praxisinfosolutions.com\/blog\/wp-content\/uploads\/2022\/08\/Automation-for-SAP-Business-One-600.jpg 600w\" sizes=\"(max-width: 800px) 100vw, 600px\" \/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-top: -15px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-3\"><h2 style=\"text-align: left; font-size: 20px; margin-bottom: 0; margin-top: 3%; color: #2f68d9; font-family: 'Open Sans', sans-serif;\"><b>What is Intelligent Automation?<\/b><\/h2>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Also referred to as SAP Intelligent Robotic Process Automation (RPA), intelligent automation is the first wave of automation bots (or bot templates) released by SAP. These out-of-the-box bots can be customized to your business requirements and used to automate your repetitive business processes.<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">How does it work? Simply put, it uses tools like SAP Process Automation and RPA along with technologies like Document Information Extraction to automate end-to-end business processes.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-top: -15px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_2 1_2 fusion-one-half fusion-column-first\" style=\"width:50%;width:calc(50% - ( ( 4% ) * 0.5 ) );margin-right: 4%;margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-video fusion-youtube\" style=\"max-width:600px;max-height:360px;\"><div class=\"video-shortcode\"><div class=\"fluid-width-video-wrapper\" style=\"padding-top:60%;\" ><iframe title=\"YouTube video player 1\" src=\"https:\/\/www.youtube.com\/embed\/lFIjEGuFA5o?wmode=transparent&autoplay=0\" width=\"600\" height=\"360\" allowfullscreen allow=\"autoplay; fullscreen\"><\/iframe><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-5 fusion_builder_column_1_2 1_2 fusion-one-half fusion-column-last\" style=\"width:50%;width:calc(50% - ( ( 4% ) * 0.5 ) );margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-4\"><p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\"><b>What is the impact of automation on SAP? Intelligent automation can be used across various use cases, including the following ones:<\/b><\/p>\n<ul>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Uploading and processing vendor invoices.<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Creating sales orders based on received purchase orders.<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Downloading and classifying email attachments.<\/li>\n<\/ul>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Intelligent automation can save both time and money for companies by taking over manual and repetitive tasks performed by their employees. Although this may sound trivial, intelligent automation can multiply cost benefits for companies having a large workforce. Besides reducing costs, automation can also improve work efficiency by eliminating \u201cmanual\u201d errors.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-top: -15px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-6 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-5\"><p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Next, let us take a detailed look at how Intelligent automation works in SAP B1.<\/p>\n<h2 style=\"text-align: left; font-size: 20px; margin-bottom: 0; margin-top: 3%; color: #2f68d9; font-family: 'Open Sans', sans-serif;\"><b>How does SAP B1 Intelligent Automation Work?<\/b><\/h2>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">As part of SAP Business One, the \u201cDocument Information Extraction\u201d service feature can now be used to extract relevant information from unstructured business files. This service feature is available at no extra cost and is part of the SAP Process Automation license.<\/p>\n<p style=\"text-align: left; font-size: 14px; margin-bottom: 20px; font-family: 'Open Sans', sans-serif;\"><b>Also Read: <a style=\"color: blue;\" href=\"https:\/\/praxisinfosolutions.com\/blog\/how-easy-and-cost-effective-it-is-to-maintain-sap-business-one-system\/\">How Easy to Maintain Cost of SAP Business One<\/a><\/b><\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">With this service, you have access to a set of pre-trained machine learning models for invoices, purchase orders, and payment advice. Additionally, you can use the template functionality to extend this service to your customised business documents. Here are some of the bot templates that are available out-of-the-box with this service:<\/p>\n<ul>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Email business document extraction<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Proof of delivery note uploading to invoices and outbound deliveries<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Sales order creation from a local customer purchase order<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Supplier invoice uploading for intelligent scanning<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Master data enriching for identifying business partners<\/li>\n<\/ul>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\"><b>Next, let us look at how to set up the best practices for process automation for SAP Business One.<\/b><\/p>\n<h2 style=\"text-align: left; font-size: 20px; margin-bottom: 0; margin-top: 3%; color: #2f68d9; font-family: 'Open Sans', sans-serif;\"><b>How to Set Up Intelligent Automation in SAP B1<\/b><\/h2>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">To set up Intelligent automation for SAP Business One, you can use the set of best templates for services like business process automation (BPA) and AI.<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Here are the main 3 steps you need to execute for setting up intelligent automation in SAP B1:<\/p>\n<ol>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Configure and orchestrate the application development.<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Set up and deploy template bots (for best practices) during application development.<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Set up the Windows generic credentials.<\/li>\n<\/ol>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\"><b>Let\u2019s look at each of these steps in more detail.<\/b><\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; margin-bottom: 0;\"><b>1. Configure and Orchestrate the Application Development<\/b><\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">With a no-code\/ low-code approach, SAP users can use the Application Development environment of the SAP Process Automation tool to design bots, automate tasks, and build workflows.<\/p>\n<p style=\"text-align: left; font-size: 14px; margin-bottom: 20px; font-family: 'Open Sans', sans-serif;\"><b>Also Read: <a style=\"color: blue;\" href=\"https:\/\/praxisinfosolutions.com\/blog\/how-does-the-mobile-application-of-sap-business-one-help\/\">How does the Mobile Application of SAP Business One Help?<\/a><\/b><\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">For instance, with a no-code approach, SAP users can use an intuitive and user-friendly interface to build their bots. Expert developers and business users can also use this interface to build (or edit) their cloud projects (without writing any code).<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; margin-bottom: 0;\"><b>2. Set Up and Deploy Template Bots.<\/b><\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">In the next step, you need to set up the best process automation templates for SAP B1 using the application development. This involves the following steps:<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; padding-left: 20px;\">a. Acquire a project template from the SAP Process Automation store for use in SAP B1. From the application development tool, you can retrieve the bot from the Store &gt; Publisher &gt; More Information panel.<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; padding-left: 35px;\">The acquired bot is released and is ready to be deployed. Each of these template bots also contains the following documents:<\/p>\n<ul style=\"padding-left: 70px;\">\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Business case: that describes the business purpose of the bot.<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Technical specification: describes how to set up the bot including the technical details.<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Configuration file: that can be used as a template for specifying the rules for the bot.<\/li>\n<\/ul>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; padding-left: 20px;\">b. Deploy the project template package and add a scheduled trigger to the automation project. The trigger executes the automation project \u2013 and creates multiple jobs based on the defined schedule.<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; padding-left: 35px;\">You can execute the project template bot in either of the following ways:<\/p>\n<ul style=\"padding-left: 70px;\">\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Trigger manually using the SAP Process Automation tool\u2019s Application Development environment.<\/li>\n<li style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Schedule the bot execution automatically based on a predefined timetable using the same SAP Process Automation tool.<\/li>\n<\/ul>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; padding-left: 20px;\">c. After bot deployment, download and register the Desktop Agent and install it on the machine where you plan to run the process template bots. Effectively, the Desktop Agent application runs on any Windows machine and is used to execute the bots. The bots are also automatically assigned to specific agents through the SAP Process Automation Development.<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif; margin-bottom: 0;\"><b>3. Set Up the Generic Windows Credentials.<\/b><\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">To run the automation bots on SAP B1, the bots need to have some user credentials for authentication. You can configure the credentials on the Windows Credentials Manager tool to secure the user data. From the &#8220;Generic Credentials&#8221; tool, define your username and password for SAP B1.<\/p>\n<h2 style=\"text-align: left; font-size: 20px; margin-bottom: 0; margin-top: 3%; color: #2f68d9; font-family: 'Open Sans', sans-serif;\"><b>Conclusion<\/b><\/h2>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">In summary, the intelligent automation feature in SAP Business One can help your business save time and money incurred in manual and repetitive processes. Irrespective of your industry, SAP Process Automation enables you to simplify and streamline your business processes. Can SAP customers in India also leverage intelligent automation capabilities? Not yet, but SAP is gradually rolling out this feature across the globe.<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Through this article, we have discussed the impact of intelligent automation on your business processes \u2013 and how to set up this automation on SAP B1.<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">At <a style=\"color: blue;\" href=\"https:\/\/praxisinfosolutions.com\/\"><b>Praxis Info solutions<\/b><\/a>, we have an esteemed list of customers who have successfully leveraged the capabilities of SAP Business One to grow their businesses. Here is a recent blog on <a style=\"color: blue;\" href=\"https:\/\/praxisinfosolutions.com\/blog\/control-sap-business-one-project-costs\/\"><b>how to control project costs using SAP Business One<\/b><\/a>.<\/p>\n<p style=\"text-align: left; font-size: 16px; font-family: 'Open Sans', sans-serif;\">Are you looking for professional expertise in <a style=\"color: blue;\" href=\"https:\/\/praxisinfosolutions.com\/sap-business-one\"><b>SAP Business One<\/b><\/a>? 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