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Create Sales Orders in JDE using UiPath

Create Sales Orders in JDE using UiPath

by Thirdware Solutions Limited




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This UiPath bot is designed to create sales orders from an Excel input file.



Based on customer requirements, Sales orders are placed to its customers for the supply of finished goods that contain a 

lot of information that is being handled while executing the order. Sales Orders carry different information to different 

customers like Item, Quantity, Multiple Line Items, Shipping Address, Bill to Address, VAT, etc. An automation tool ensures 

handling this information and creating a Sales Order with data accuracy.


With UiPath Automation Tool, this Sales Order transaction is carried out in the JDE ERP system using Create Sales Orders 

Menu. This way the automation carries out a high volume of Sales Orders that get created in the JDE system for different 

customers, based on the requirement. It carries out the task with clear accuracy ensuring all the Sales Orders are created 

along with the specified number of line items for each customer with their respective information contained in the Order.

Validate Information

· The UiPath tool validates all source master information while creating the Sales Order in the JDE system.

· It updates Order Information Back to the Source with the generated Sales Order number and reports any exceptions.

Products Used

· UiPath Studio – The Excel Integration activities inside Studio help to capture the key information required to create the 

Sales Order as well as to update the Order Information back to the file.



  • Data Validation for Quantity in hand.
  • Fast processing.
  • Accurate & efficient execution of the Sales Order Creation process.
  • No need for manual intervention.
  • Saving FTE’s direct cost and having them perform meaningful tasks.

Additional Information

Additional Information


Excel, Windows, JDE


Thirdware Solutions Limited

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Dec 9, 2021

Works with

Studio: 21.10 - 22.10


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