Enterprise automations

Value+ Enterprise Automations provide solutions that automate processes and workflows for improved operational efficiency.

These enterprise automation solutions are available for this CloudSuite:


Solution	Description
Invoice Processing	Uses IDP and RPA to automatically retrieve accounts payable invoices from emails. The automation includes scanning and extracting the required invoice information and updating the ERP accordingly.
Purchase Order Updates	Removes manual work from the purchase order process by using RPA to identify emails that include purchase order update data. The automation includes extracting information and updating the relevant purchase orders in the ERP. Prices, quantities, delivery dates, and cancellations are adjusted according to predefined thresholds, or purchase order change requests are created.
Financial Period Closure Reconciliation	Uses RPA and IDP to automate the generation and review of financial reports. It consolidates discrepancies into a single notification and eliminates the need for manual intervention.
Financial Closing Unallocated Receipts	Uses RPA to analyze the unallocated receipts across business partners, initiate the communications, and allocate the receipts to invoices based on the customer responses.
Automation of Warehouse Receipts	For receipts with the Purchase Order origin, this solution uses RPA to automatically extract shipping information from a packing slip and update the warehouse receipts. The automation makes the goods receipt process more efficient, less time-consuming, and less error-prone.
Return Sales Order	Removes manual work from the return sales order process by using GenAI to extract information from emails that include return request data. This solution also uses RPA to create return sales orders in the ERP, ensuring that teams stay updated on returned products.
Vendor Compliance Checks	Uses AI and RPA to automatically check vendors against specific checklists on a recurring basis.
PLM Structure Creation	Uses RPA to automatically create PLM items and BOMs in Product Lifecycle Management (PLM) from an Excel input file. Once created, the BOM can be sent to the ERP.
PLM Import Package Creation	Uses RPA to automatically create an import package in PLM based on an input BOM. The import package can then be reviewed and imported in PLM.