Project groundwork

Let's ensure we have some of the supporting material for the project before we build the automation itself. Please follow the steps given here:

  1. Let's create an Excel spreadsheet with a few sample SOs to process. The Excel SO file will have PO #, Customer, Address, City, State, Zip, ItemName, Quantity, and SO columns, as shown here:

  1. As we did for some of the previous UiPath projects, let's open the Apptivo application at Apptivo.com. Please ensure that you log in to the application. If you have not signed up yet, please do sign up and log in.
  2. Go to the Supply chain option on the menu and then choose Orders. We are assuming that you are logged in and on the Orders home page as we create this bot. 
  3. Finally, let's open Automation Anywhere A2019 to create the bots. As we did in Chapter 6Completing an RPA Challenge, log in to the A2019 Community Edition in your browser at https://community.cloud.automationanywhere.digital/#/login

Now that we have completed the groundwork, it is time to create the Parent bot.

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