Process flow for Return Sales Order Automation

This automation aims to automate tasks, enhance efficiency, reduce errors, and eliminate manual intervention.

When a customer receives a sales order shipment, for several reasons, the customer can return the goods. The customer can create an email and send the details to the supplier with the sales order number and other information. This is a manual task to open and read the email and decide if logical to create a return sales order.

The solution uses RPA to model to look for emails in the specified email folder. If emails are found, the system reads structured email templates, extracts necessary details, and processes the request via API calls to Infor LN. Using RPA, the system reviews the email content and creates a return sales order. Additionally, notifications are sent to the relevant stakeholders for tracking and updates. This ensures the teams stay updated on defective products.

The automation removes manual work from the return sales order process by using GenAI to extract information from emails sent by the Quality Team about a faulty product.

This is the process flow:

• Email from a Customer moved to the RPA Inbox

• RPA process run against the RPA Inbox

• Extracts key information - Sales Order Number, Position Number, Item and Rejected Qty

• Creates Return Sales Order in Infor LN and links the order to the original sales order.

• Messages of success and failure from the RPA Process