Lack of Automation:

Daily uploads of SAP MB51 and MB52 reports were manually performed, which required repeated user action.

Repetitive Multi-System Workflow:

Users had to navigate across SAP PTA, SharePoint for storage, Excel for processing, and Outlook for communication in every cycle.

High-Time Consumption:

A defined portion of operational effort, approximately 5 man-hours per week, was spent only on formatting, routine extraction, and distribution of reports instead of analysis.

Human-Input Errors:

Manual selection of SAP variants, posting date ranges, and filters sometimes resulted in incorrect or inconsistent outputs. Excel-based cleanup activities, such as eliminating unwanted rows and formatting, increased the risk of inconsistencies.

Impact on Business Reporting:

Poor quality data made Power BI dashboards and business insights less reliable.

Single-User Dependency Risks:

The whole process of reporting lacked a fixed automated workflow, which led to variations in execution based on user handling. The process heavily relied on a few trained employees who were responsible for executing the entire process, which created bottlenecks.

Business Continuity Concerns:

In the event of employee absence, unavailability, or delays, the report generation timelines were affected, causing other processes to lag. Teams had to make decisions based on either outdated or partially updated information.

No Real-Time Execution Tracking:

There was no system to monitor whether the report generation process was running or had been completed successfully.

Absence of Failure Notifications:

In case of errors, there was no proper automated recovery mechanism or handling of execution failures, which led to delayed issue identification.

Limited Scalability:

These challenges increased operational risk in a critical reporting process and constrained business growth and scalability.

End-to-End RPA Automation:

ConvexSol designed and implemented a comprehensive RPA solution to execute SAP PTA transaction codes MB51 and MB52 without manual intervention.

Automated Report Configuration:

Predefined SAP variants, report settings, and date parameters were automatically applied to eliminate manual input errors and ensure consistency.

Automated Data Extraction:

Report outputs were automatically exported from SAP into Excel for further processing. This removed unnecessary total rows and standardized report outputs before distribution.

Improved Data Consistency:

Automated processing minimized the risk of human errors and ensured reliable data availability for downstream reporting systems.

Automated SharePoint Uploads:

Processed reports were automatically uploaded to designated SharePoint locations without user involvement.

Version Replacement Management:

Existing report files were automatically replaced with the latest versions to maintain a single source of truth.

Reliable Data Availability:

Business users and reporting systems always have access to the most recent inventory and stock data.

Business-Aligned Scheduling:

The automation was configured to run on a predefined schedule in line with business reporting requirements.

Unattended Execution:

Reports were generated and distributed without requiring employee participation or monitoring. The process ensured that reports were available before business hours for timely decision-making.

Automated Status Notifications:

Email notifications were sent automatically upon successful completion or failure of the process.

Exception and Recovery Handling:

Built-in logic managed SAP delays, system interruptions, and execution exceptions to improve process reliability.

PDD-Compliant Implementation:

The automation was developed in accordance with the approved Process Design Document (PDD) to ensure consistency.

Scalable Automation Framework:

The standardized workflow reduced dependency on individual users. The solution established a foundation for automating additional SAP reporting processes in the future.