Process automation

Process Automation Using SAP And Power Automate: What is it? And How it’s Done?

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Process Automation: SAP has emerged as the most robust ERP system in the enterprise world. It comes with numerous template solutions that allow the integration of various business processes and streamline the work of industry experts. However, implementing the SAP automation system is highly complicated and involves various steps. 

Every business is transforming its work process and constantly searching for the most efficient cost-cutting methods. Automating the SAP process is the best solution to transform the work process. With the help of Power Automate, businesses can automate the SAP process more smoothly. As a cost-effective cloud-based technology, it empowers businesses to design a comprehensive workflow for automating repetitive processes. It also allows automation of various operations, such as notifications, approvals, and data entry, thereby saving time and money.  

What is SAP? 

System Applications and Products (SAP) is a renowned enterprise resource planning (ERP) software that helps businesses manage essential processes and improve customer experience more effectively. SAP enables organizations to efficiently handle finance, inventories, sales, and human resources.  

What is Power Automate? 

Microsoft Power Automate is low-code cloud-based software that helps employees create and automate business tasks and workflows across various services and applications.  It boosts user productivity, helping them create intelligent workflows with minimal effort. Businesses benefit from the built-in AI capability in Power Automate that recognizes and extracts information from invoices, purchase orders, and other document types. It supports connectors, enabling integration with various applications and platforms.  

How does it work? 

Automations are either scheduled, started manually, or prompted by an action. These automations, or Flows, can occur in the cloud (Cloud Flows) or locally on a device or virtual machine (Desktop Flows). Cloud Flows execute remote Microsoft data centers (like Azure) without an interface, while Desktop Flows use RPA. The cloud- and desktop-based solutions are designed to function together and meet the different needs of enterprises. 

Why combine Power Automate with SAP? 

Process Automation Using SAP And Power Automate helps businesses avail numerous benefits as follows: 

Streamline workflows: 

SAP is an ERP system that manages various business processes. Power Automate helps the SAP system integrate with other applications and services, resulting in seamless processes that improve efficiency. For example, automating data transmission from SAP to CRM systems or email platforms eliminates human data entry while speeding up procedures.  

Improves visibility: 

With process automation using SAP and Power Automate, users can gather real-time data and insights. This feasibility helps them make informed decisions and take timely action.  

Enhances efficiency: 

Power Automate automates common tasks such as invoice approval, data entry, and report generation. This helps employees to focus more on strategic projects while reducing operational delays.  

Enhanced accuracy: 

SAP Automation reduces human errors in data handling. Businesses can use Power Automate to control data flows between SAP and other systems, ensuring data is processed consistently and accurately. 

Reduced Costs: 

By automating repetitive tasks and integrating technology, businesses can save money on IT costs and maintenance. This reduces total costs and increases operational efficiency. 

How to do process automation using SAP And power automate 

Power Automate allows you to develop workflows to automate the complete SAP process. A workflow is a series of processes used to automate an entire business operation. It provides many connectors that allow you to connect SAP to various software. As a result, you may construct a flexible and robust workflow.

The main steps for SAP automation procedures with Power Automate are as follows.  

Find SAP process for automation: 

It would be best to identify the SAP procedure you want to automate. For example, you may automate invoice processing or purchasing orders.  

Connect to SAP 

Power Automate contains many connections to SAP. To connect, you need to provide the necessary credentials.  

Make trigger: 

Triggers are events that start the workflow. You can construct a trigger based on your needs. For example, you may want the workflow to commence when a new purchase order is entered into SAP.  

Add actions: 

Actions refer to all the stages the workflow takes to complete the process. For example, you can set up a workflow in SAP to construct a complete buy order whenever a new purchase order is created.  

Testing  

After creating the workflow, test it to ensure it works as expected. You can also utilize the Test function in Power Automate to test your workflows.  

Implement Workflow: 

Once completely satisfied with the workflow, you can use it in your production environment. Power Automate provides comprehensive vision control, allowing you to manage many process versions.  

Final thoughts 

Power Automate can automate numerous SAP procedures. It redefines the workflow, making it highly efficient. It generates a win-win situation for businesses and enables them to seize numerous growth opportunities. So, if you haven’t already implemented Power Automate in your business’s SAP process, we can help you navigate it seamlessly.  At Saxon AI, we can help you create a collaborative ERP system harnessing the SAP Business Transformation Platform and other cloud-native technologies. Get in touch with us today! 

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