Architecture

Order Management Solutions with Symtrax

Businesses receive multiple Purchase Orders (Pos) from customers in various formats through different channels, including B2B integration, web portals, and more..
Compleo Hybrid, our AI-powered solution, automatically captures the new POs immediately.
Data from these POs is read and extracted using AI and machine learning technology. This happens independently of the PO format and layout.
Compleo then performs all validation checks and creates an SO based on the pre-defined rules. If validation fails, the concerned parties are informed about this failure and the reason for it.
Based on values from the PO (such as PO number, customer name, and line items in PO) our order management solution intelligently recognizes the material naming conventions between trading partner systems and maps the data. It also translates and validates key information and automatically creates the necessary sales orders.
SO is created in SAP, notifying all concerned parties/partners.
Using AI-based RPA capabilities, repeat conversion and SO creation can be automated and simplified with real-time updates.

Features

Purchase to Sales Order Automation

Cutting edge technology

Saves effort and aids in end-to-end automation:

Automatically captures PO via API /portals and more.
Optimizes data using RPA and ML features and recognizes PO’s received in any format.
Updates and validates data directly in SAP.

Effective sales cycle management

Uses AI for hassle-free sales cycle management:

Conditional and business specific material mapping.
Calibrates data for Just in Time deliveries.
AI-based RPA capabilities process POs in bulk to create SOs.

Timely response and traceability

Take control of the PO to SO process faster with timely notifications:

Identify duplicates of a particular SO.
Fix value, quantity, or product mismatches.
Comply with a multi-way matching process.
Access each document’s status in real time.

Reduce manual data entry efforts, eliminate errors, and automate SO creation.

Contact us for a customized free demo on this feature.

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FAQ

Frequently Asked Questions

How is Sales Order creation validation done?

Find discrepancies between purchase orders, sales orders, and quotations defined in SAP with validation checks (thereby accounting for the multi-way matching process).

Why should I automate sales order (SO) creation in SAP?

Manually processing sales orders in SAP is often a repetitive, resource-intensive, and error-prone task. Sales order process automation increases order processing time, saves costs, and enhances visibility. This in turn results in greater efficiency and increased customer satisfaction.

Which format does the incoming Purchase Order (PO) from the client or customer need to be in?

We can work with any incoming format, including PDF, xml, and more.

Can your sales order creation automation solution integrate with any ERP?

Yes. Our order management solution provides certified SAP and IBM connector. For other ERPs, we use API based integration.

What does Symtrax SO creation software offer compared to other RPA solutions?

We offer no code/low code ERP integration, which results in quick implementation. Use of AI/ML increases accuracy and efficiency all the way to six sigma level performance.