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This solution will fetch the data from the XML invoice files on a daily basis and insert it into the datatbase to create a voucher in QAD Application.

  

The UiPath bot is designed to create vouchers based XML invoices. Also, it validates the records with the unvouchered receipts report from QAD for processing invoices.

  

It extracts information from the XML invoices, creates the voucher in QAD and matches the invoice with the PO.

  

The advantage of this bot is it reduces manual effort of creating vouchers by extracting information from XML invoices.

  

UiPath Studio and SQL server are used for validating the information before creating the vouchers in QAD, makeing the bot more reliable.

This UiPath bot is designed to process XML invoice files and create vouchers in QAD ERP.

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Visual Basic

Some suppliers may send  the invoices in XML format. This process of invoice booking into QAD begins with the extraction of required data from the XML file like Supplier, Invoice Date, Invoice Amount, Invoice Numbers, Taxes, Purchase Order Number, Shipper Number. Then extract the QAD unvouchered receipts report to perform matching against the invoice amount. Once the invoice amount and receipt amount match those invoices, it needs to be vouchered into the QAD application. This entire process is automated.

  

**Solution**

  

By using the UiPath tool, the required data to process the invoice is extracted from XML files and consolidated/formatted into an Excel. The unvouchered receipts report is extracted from the QAD application, then validation is performed against the invoice details to match the amount based on Purchase Order number and shipper number. If the record has matched against the receipts, then the process of booking the invoice begins. 

The bot logs into the QAD Application to book the matched invoices to include valid fields like Invoice Number, Invoice Date, PO#, Receipts, Invoice Amount, Taxes etc., booking is completed and the summary is generated to include the generated voucher number for every booking.

  

This bot helps in completing the entire process of extraction of data from XML and creating the invoice in QAD in a swift way, eradicates human intervention and completes the task without errors.

  

**Validate Information**

  

· UiPath validates the extracted data from XML with the unvouchered receipts report from the QAD application.

· Once the validation is completed, it matches the invoices with receipts based on PO#.

  

**Products Used**

  

UiPath Studio is used to create vouchers by extracting the required data from XML invoices. Also, it is used to validate the records with the unvouchered receipts report from QAD for processing invoices.

UiPath Studio is integrated with Excel for data manipulation.

Invoice Processing in QAD from XML