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This project automates the process of downloading monthly vendor reports, merging them into a yearly report, and updating vendor work profiles with confirmation codes. The automation is designed for efficiency and error resilience using UiPath REFramework

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Mariam-Abd-elmonem/Vendor-Yearly-Report-Automation-using-UiPath-REFramework

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Documentation is included in the Documentation folder

REFrameWork Template

Robotic Enterprise Framework

  • Built on top of Transactional Business Process template
  • Uses State Machine layout for the phases of automation project
  • Offers high level logging, exception handling and recovery
  • Keeps external settings in Config.xlsx file and Orchestrator assets
  • Pulls credentials from Orchestrator assets and Windows Credential Manager
  • Gets transaction data from Orchestrator queue and updates back status
  • Takes screenshots in case of system exceptions

How It Works

  1. INITIALIZE PROCESS
  • ./Framework/InitiAllSettings - Load configuration data from Config.xlsx file and from assets
  • ./Framework/GetAppCredential - Retrieve credentials from Orchestrator assets or local Windows Credential Manager
  • ./Framework/InitiAllApplications - Open and login to applications used throughout the process
  1. GET TRANSACTION DATA
  • ./Framework/GetTransactionData - Fetches transactions from an Orchestrator queue defined by Config("OrchestratorQueueName") or any other configured data source
  1. PROCESS TRANSACTION
  • Process - Process trasaction and invoke other workflows related to the process being automated
  • ./Framework/SetTransactionStatus - Updates the status of the processed transaction (Orchestrator transactions by default): Success, Business Rule Exception or System Exception
  1. END PROCESS
  • ./Framework/CloseAllApplications - Logs out and closes applications used throughout the process

For New Project

  1. Check the Config.xlsx file and add/customize any required fields and values
  2. Implement InitiAllApplications.xaml and CloseAllApplicatoins.xaml workflows, linking them in the Config.xlsx fields
  3. Implement GetTransactionData.xaml and SetTransactionStatus.xaml according to the transaction type being used (Orchestrator queues by default)
  4. Implement Process.xaml workflow and invoke other workflows related to the process being automated

About

This project automates the process of downloading monthly vendor reports, merging them into a yearly report, and updating vendor work profiles with confirmation codes. The automation is designed for efficiency and error resilience using UiPath REFramework

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