RPA Development for PO to Invoice System

Job ID: 40229753

Budget: ₹1,500 – ₹12,500 INR

About the Project (Only Mumbai-based Freelancer, no Agency )

We are building an end-to-end Purchase Order (PO) to Invoice Automation System.

Customer POs are received via email in PDF format and currently processed manually into Excel and ERP. We are implementing two synchronized Robotic Process Automation (RPA) bots to:

Extract data from POs
Validate and structure data
Enter data into ERP
Generate invoices
Email invoices to customers
Maintain audit logs

The system must operate 24/7 with minimal human intervention.

Role Overview

We are seeking an experienced RPA Developer to design, develop, test, and deploy automation bots that streamline the order processing lifecycle.

The ideal candidate has hands-on experience in PDF data extraction, ERP automation, exception handling, and production-grade RPA deployment.

3. Key Responsibilities
A. Requirement & Design

Analyze current manual PO processing workflow
Prepare Process Design Document (PDD)
Prepare Solution Design Document (SDD)
B. Bot Development – PO Extraction Bot

Automate email monitoring (IMAP/Exchange)
Download and classify PO attachments
Extract structured & semi-structured data from PDFs
Implement OCR for scanned documents
Validate extracted data against SKU master
Detect duplicate POs
Generate structured output (Excel/DB)

C. Bot Development – ERP Automation Bot

Secure login to ERP system
Automate order creation
Generate invoice
Capture invoice number
Email invoice to customer
Maintain audit logs
D. Exception Handling
Build retry mechanisms
Create exception queue
Screenshot logging

Alert notifications (Email/Teams)

E. Deployment & Support

Conduct UAT
Deploy in production
Provide post-go-live support
Knowledge transfer to internal team