Challenge
Payments made by employees from corporate cards without first setting up a payment request were processed manually. This is a work related to monotonous duplication of information and linking payments to created applications.
Solution
A PIX robot was used to process payments from corporate cards in the SAP ERP system:
- The robot enters the transactions of disbursement documents and account statements, applies formats, and reads data to augment records with information later in the process.
- The robot then filters the disbursement documents, and enriches the payment documents with data.
- The robot then moves to the next transaction to link requests to payments: it applies a filter, finds the right request and changes its status, and does this for all requests.
Results
- The process is accelerated by 2 times;
- Human is excluded from the process;
- Execution of transactions in a timely manner and without errors.