Robot automatic invoicing method based on RPA technology

Abstract

A robot automatic invoicing method based on the RPA technology utilizes the RPA robot technology, an automatic invoicing robot replaces manual operation to log in a company erp website and enter a fixed invoicing module, to-be-invoiced settlement sheet information of each company in the invoicing module is read, and the to-be-invoiced settlement sheet information is stored according to a pre-designed rule. According to the method, to-be-invoiced settlement bill information is classified and processed to generate different invoicing lists, then different invoicing requirement tables are utilized to perform invoicing operation on the generated different invoicing lists one by one, and different bill forms such as paper bills or electronic bills are issued according to requirements. Therefore, manual billing operation is replaced by the automatic billing robot.

Description

Technical Field

[0001] The present invention belongs to the technical field of information automation processing and relates to a robot automatic invoicing method based on RPA technology. Background Art

[0002] With the development of modern computer technology, companies often face situations such as rapid growth and staff shortages. The nature of form business is single, repetitive, and the workload is large. Traditional manual entry and review cannot meet the needs of the company's rapid development. In addition, financial work is highly time-sensitive and requires extremely high accuracy. It is urgent to use new financial automation tools for review, decision-making and business processing to prevent corporate financial audit and management risks. Summary of the invention

[0003] In order to solve the above-mentioned problems existing in the current environment, the present invention provides a robot automatic invoicing method based on RPA technology, which can realize the automation of invoice issuance through configuration, liberate manual productivity, and improve work accuracy.

[0004] The above technical objectives of the present invention are achieved through the following technical solutions:

[0005] A robot automatic invoicing method based on RPA technology, characterized by comprising the following steps:

[0006] 1) Start the RPA automatic invoicing robot, open the browser service, open the company's ERP website, log in with the specified account and enter the invoicing module;

[0007] 2) The RPA automatic invoicing robot cyclically queries the detailed data of each company's pending settlement orders based on the invoicing module, extracts the pending settlement order number, product name, contract number, contract number, transport vehicle number, counterparty purchase contract number, production and sales contract number, unit price, settlement amount, specification, and buyer's user code, and divides the data into normal pending settlement order data and adjusted pending settlement order data according to the different settlement methods of each data, and calculates the total settlement amount of all data;

[0008] 3) The RPA automatic invoicing robot determines the total amount of the calculated settlement amount. If it is less than the rated value, the company will be skipped and no invoice will be issued for the company. If it is greater than the rated value, the operation will continue.

[0009] 4) The RPA robot divides the normal pending settlement order data into positive normal pending settlement order data, negative normal pending settlement order data, and normal pending settlement order data that can be offset according to the positive or negative settlement amount and whether the data can offset each other;

[0010] 5) The RPA robot will adjust the data of the pending settlement order according to the positive or negative settlement amount and whether the data can offset each other, and divide the normal pending settlement order data into positive adjustment pending settlement order data, negative adjustment pending settlement order data, and offsettable adjustment pending settlement order data;

[0011] 6) The RPA automatic invoicing robot determines whether the data of the normal positive settlement order is empty. If it is empty, the company will be skipped and no invoice operation related to the company will be performed; if it is not empty, the operation will continue;

[0012] 7) The RPA automatic invoicing robot cyclically queries the invoicing factor data of each company based on the invoicing module and corresponds to the company one by one.

[0013] 8) The RPA robot uses the obtained company billing factors to divide the positive normal pending settlement order data into several billing data according to the corresponding billing factor values;

[0014] 9) If the total settlement amount is greater than 0, the RPA robot adds the negative adjustment pending settlement order data to the invoicing data in a random polling manner;

[0015] 10) The RPA robot automatically performs invoicing operations on the data of the settlement order and the invoicing data, and generates printed paper invoices or electronic invoices. At the same time, it generates ledger records for the invoicing operation.

[0016] In one of the embodiments, after starting the RPA automatic invoicing robot, regardless of whether it is served by an existing Google browser, the robot will first close the browser service, then start a new browser service, open the specified website, log in with the specified account and enter the invoicing module.

[0017] In one of the embodiments, the RPA robot will automatically invalidate the normal pending settlement order data that can be offset and the adjusted pending settlement order data that can be offset in the system.

[0018] The beneficial effects of the present invention are as follows: the software that imitates human operations on computers and repeatedly executes a large number of standardized businesses can not only improve the degree of office automation and work efficiency, but also completely eliminate human errors, integrate corporate information advantages, improve management levels and competitiveness, and achieve value-added and risk prevention. BRIEF DESCRIPTION OF THE DRAWINGS

[0019] Figure 1 Log into erp and collect data flow diagram for RPA robot.

[0020] Figure 2 Process normal data flow diagram for RPA robots.

[0021] Figure 3Adjust data flow diagram for RPA robot processing.

[0022] Figure 4 Generate a data flow chart for RPA robots to prepare for billing.

[0023] Figure 5 Merge negative numbers to adjust the data flow diagram for RPA robots.

[0024] Figure 6 Flowchart of the invoicing operation for the RPA robot.

[0025] Figure 7 Create data flow diagram for RPA robot.

[0026] Figure 8 This is a flowchart of the overall process of the RPA robot. DETAILED DESCRIPTION

[0027] The present invention will be further described below in conjunction with the accompanying drawings and specific implementation methods.

[0028] A robot automatic invoicing method based on RPA technology includes the following steps:

[0029] 1) Start the RPA automatic invoicing robot, open the browser service, open the company's ERP website, log in with the specified account and enter the invoicing module;

[0030] 2) The RPA automatic invoicing robot, based on the invoicing module, cyclically queries the detailed data of each company's pending settlement orders, extracts the pending settlement order number, product name, contract number, contract number, transport vehicle number, other party's purchase contract number, production and sales contract number, unit price, settlement amount, specification, and demander's user code, collects some data items including the pending settlement order number of each pending settlement list, recombines the data items into new json data, and stores them in the normal pending settlement order data list (hereinafter referred to as normallist) and the adjusted pending settlement order data list (hereinafter referred to as changelist) according to the settlement method. The collected data items are shown in Tables 1 and 2. Calculate the total settlement amount at the same time. In addition, the RPA robot will also read the provided invoicing factor table and set the corresponding relationship between the company and the invoicing factor. The format of the invoicing factor table is shown in Table 3. And calculate the sum of the settlement amounts of all data. The process is as follows Figure 1 shown.

[0031] 3) The RPA automatic invoicing robot determines the total amount of the calculated settlement amount. If it is less than the rated value, the company will be skipped and no invoice will be issued for the company. If it is greater than the rated value, the operation will continue.

[0032] 4) The RPA robot processes the json data in normallist. The robot will read all the elements in normallist. First, according to the positive or negative amount of the settlement, the json data is stored in the normal data of the positive pending settlement order (hereinafter referred to as ponormallist) and the normal data of the negative pending settlement order (hereinafter referred to as nenormallist). Then, each json data in ponormallist and nenormallist is compared in a loop. If there are two json data that meet the offsetting rules, they will be stored in the normal pending settlement order data that can be offset (hereinafter referred to as offnormallist), and the corresponding data will be deleted in the original ponormallist and nenormallist. The process is as follows: Figure 2 The offset rules are as follows:

[0033] (1) The sum of the settlement amounts is 0;

[0034] (2) The contract number is the same;

[0035] (3) The contract number is the same;

[0036] (4) The specifications are the same;

[0037] (5) The unit price is the same;

[0038] Determine whether the data of the positive normal settlement order is empty. If it is empty, skip the company; otherwise, continue the operation.

[0039] 5) The RPA robot processes the json data in the changelist. The robot will read all the elements in the changelist. First, according to the positive or negative of the settlement amount, the json data is stored in the positive pending settlement order adjustment data (hereinafter referred to as pochangelist) and the negative pending settlement order adjustment data (hereinafter referred to as nechangelist). Then, each json data in pochangelist and nechangelist is compared in a loop. If there are two json data whose settlement amounts add up to 0, they are stored in the offsettable adjustment pending settlement order data (hereinafter referred to as offchangelist), and the corresponding data is deleted in the original pochangelist and nechangelist. The process is as follows: Figure 3 shown.

[0040] 6) The RPA automatic invoicing robot determines whether the data of the normal positive settlement order is empty. If it is empty, the company will be skipped and no invoice operation related to the company will be performed; if it is not empty, the operation will continue;

[0041] 7) The RPA automatic invoicing robot cyclically queries the invoicing factor data of each company based on the invoicing module and corresponds to the company one by one.

[0042] 8) The RPA robot loops through the corresponding billing factors of the company and reads the detailed data factors of each json data item corresponding to the billing factor in the ponormallist (for example, if the company's billing factor is the contract number, then the detailed data A000000 corresponding to the contract number in the json data is the detailed data factor), and stores the json data with the same detailed data factors in the same billing data list. Finally, several billing data lists can be obtained. This process is as follows: Figure 4 shown.

[0043] 9) The RPA robot will loop through each JSON data in the nechangelist and add it to each invoicing data list in a polling manner if the total settlement amount is greater than 0. Figure 5 shown.

[0044] 10) The RPA robot will automatically perform invoicing operations on the pochangelist and invoicing data lists. The robot will loop through each JSON data in each list, and check the corresponding pending settlement list in the web in a simulated manual operation according to the pending settlement list number in the JSON data, and print paper invoices or generate electronic invoices. At the same time, a ledger record is generated for the invoicing operation. The format of the ledger record is shown in Table 4. This process is as follows Figure 6 At the same time, the RPA robot will automatically read the json data in offnormallist and offchangelist. According to the pending settlement list number in the json data, the corresponding pending settlement list number data will be directly invalidated in the system. Figure 7 shown.

[0045] Table 1 Element format of normal pending settlement order data list

[0046]

[0047] Table 2 Adjust the element format of the data list of the settlement documents

[0048]

[0049] Table 3 Billing factor table format

[0050] No Field Description Example Note 1 Company Code The code of the company that purchased the product 00000001 2 Billing factors Bills with the same value of this item can be issued on one invoice Contract No. .

[0051] Table 4 Ledger Record Format

[0052]

Claims

1. A robot automatic invoicing method based on RPA technology, characterized in that The following steps are involved: 1) Start the RPA automatic invoicing robot, enable the browser service, open the company's ERP website, log in with the specified account and enter the invoicing module; 2) The RPA automatic invoicing robot loops through the invoicing module to query the detailed data of each company’s pending settlement orders, extract the pending settlement order number, product name, contract number, contract number, transport vehicle number, counterparty purchase contract number, production and sales contract number, unit price, settlement amount, specification, and buyer’s user code, and divides the data into normal pending settlement order data and adjusted pending settlement order data according to the different settlement methods of each data item, and calculates the total settlement amount of all data; 3) The RPA automatic invoicing robot determines the total amount of the calculated settlement amount. If it is less than the rated value, the company will be skipped and no invoice will be issued for the company. If it is greater than the rated value, the operation will continue. 4) The RPA robot divides the normal pending settlement order data into positive normal pending settlement order data, negative normal pending settlement order data, and normal pending settlement order data that can be offset according to the positive or negative settlement amount and whether the data can offset each other; 5) The RPA robot will adjust the data of the pending settlement order according to the positive or negative amount of the settlement amount and whether the data can offset each other, and divide the normal pending settlement order data into positive adjustment pending settlement order data, negative adjustment pending settlement order data, and offsettable adjustment pending settlement order data; 6) The RPA automatic invoicing robot determines whether the data of the positive normal pending settlement order is empty. If it is empty, the company will be skipped and no invoice operation related to the company will be performed; if it is not empty, the operation will continue; 7) The RPA automatic invoicing robot cyclically queries the invoicing factor data of each company according to the invoicing module and corresponds to the company one by one; 8) The RPA robot uses the obtained company billing factors to divide the positive normal pending settlement order data into several billing data according to the corresponding billing factor values; 9) When the total settlement amount is greater than 0, the RPA robot adds the negative adjustment pending settlement order data to the invoicing data in a random polling manner; 10) The RPA robot automatically performs invoicing operations on the data of the settlement order and the invoicing data, and generates printed paper invoices or electronic invoices. At the same time, it generates ledger records for the invoicing operation.

2. According to claim 1, a robot automatic invoicing method based on RPA technology is characterized by: In step 9), the RPA robot automatically invalidates the offsettable normal settlement order data and offsettable adjustment settlement order data generated in step 4) in the system.

3. According to claim 1, a robot automatic invoicing method based on RPA technology is characterized in that: In step 2), the detailed data of the pending settlement orders of each company include the pending settlement order number, settlement user, product name, contract number, contract number, transport vehicle number, other party's purchase contract number, settlement method, production and sales contract number, domestic and foreign sales mark, retail mark, settlement type, invoicing unit of measurement, unit price, settlement quantity, invoicing quantity, payment amount, tax rate, tax amount, settlement amount, invoice type, specification, buyer's user code, buyer's user name, product category, product subcategory, and settlement list number.

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