SAP Fiori Automation

with RPA

UiPath Studio

Lab Manual – Testing Vendor Invoice Entry

Contents
1. Use Case .................................................................................................................................. 2
2. Problem Statement ................................................................................................................... 2
3. Expected Project Output........................................................................................................... 2
4. Learning Outcome .................................................................................................................... 2
5. Environment Prerequisites ....................................................................................................... 2
5.1 System Applications/Software ........................................................................................... 3
5.2 UiPath Studio Packages .................................................................................................... 3
5.3 Initial Data Files .................................................................................................................. 4
6. Process Overview ..................................................................................................................... 4
7. Project Development ................................................................................................................ 5

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1. Use Case
The finance department of a company receives vendor invoices that are required to be uploaded
on an SAP Fiori system for further processing. The company head is willing to automate the SAP’s
vendor invoice entry process using UiPath Studio, resulting in reduced workload and cost-saving.

2. Problem Statement
Build a project in UiPath Studio that enters vendor invoices in SAP Fiori.

• Login to SAP Fiori and open the Create Incoming Invoice App.
• Extract data from an excel file that contains invoice data to be uploaded.
• Enter the vendor invoice and retrieve the balance amount and message.
• Validate the balance amount for each invoice uploaded data.

3. Expected Project Output

The project's final output should be an excel file containing the balance amounts for the respective
data rows after invoice entry and the successful creation of a test case that validate the extracted
balance amount.

4. Learning Outcome
After completion of this project, you are expected to achieve the following learning outcomes:

• Automate any process related to SAP Robotic Process Automation.

• Understand the capabilities of UiPath Studio in automating SAP Fiori.
• Perform different SAP automation techniques by following the best practices for SAP Fiori
automation.

5. Environment Prerequisites
Before beginning this project, you must ensure that your system environment is equipped with
the prerequisites necessary to create and execute the project successfully. There are three types
of prerequisites for this project:

1. System Applications/Software
2. UiPath Studio Packages

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 3. Initial data files

5.1 System Applications/Software

Ensure that the applications/software listed in the table below are installed in your system.

Applications/Software Use

UiPath Studio 23.4 or higher Create automation using available project activities.

Microsoft Excel Store initial data and status reports.

Connect with SAP Fiori server and provide an interface to

SAP Fiori
upload Vendor Invoice data.

*Note: This manual is built on a demo SAP system. The SAP Fiori version used for this manual
is SAPUI5: 1.71.40 (202107211151). You may encounter some variation in the SAP interface
you are accessing on your machine. Therefore, it is recommended that you consider the steps
mentioned in section 7 (Project Development) as a general guide rather than strict instructions.
Also, you may want to consult your SAP Systems Administrator for the App access and data
required to run this project. The App used in this project is Create Incoming Invoice, which opens
a Create Incoming Invoice form. Please refer to sub-section 5.3 (Initial Data Files) to know about
the data used in this project.

5.2 UiPath Studio Packages

Ensure that the packages listed in the table below are installed in your UiPath Studio**. In Studio,
open Manage Packages from the Design ribbon to view the installed packages and their versions.

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 Package Name Version

UiPath.Excel.Activities 2.20.2

UiPath.System.Activities 23.4.3

UiPath.UiAutomation.Activities 23.4.6

UiPath.Testing.Activities 23.4.1

UiPath.Credentials.Activities 2.0.0

**Note: UiPath Studio Academic Alliance version 2021.10 has been used for this manual.

5.3 Initial Data Files

The initial data file of the project is an excel file called ‘InvoiceData.xlsx.’ It contains the Invoice
Data that consists of six columns, which are G/L Account, D/C (Debit or Credit), Amount, Value
Date, Balance, and Message. The first four columns contain the data to be uploaded on SAP.
The sixth and seventh columns should store the current balance and its message, respectively.
A sample table is shown below:

G/L Account D/C Amount Value Date Balance Message

11001000 Debit 900 3/3/2021

11001000 Credit 900 3/3/2021

11001000 Debit 1800 3/3/2021

6. Process Overview
The points listed below give you a chronological overview of the actions that the robot should
perform upon execution of the project:

1. START

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 2. Open SAP Fiori and log into it.
3. Search Create Incoming Invoices to open the Create Incoming Invoices form.
4. Login in SAP NetWeaver application with same credential as used for SAP Fiori Login.
5. Enter the Vendor’s Number, Reference ID, Amount, Curency, Tax Amount, Tax Text.
6. Get the invoice data from a local excel file and upload the data in the item table of the
form.
7. Press Enter to confirm the uploaded data after each iteration.
8. Store the current balance and its message in the same excel file from where the invoice
data was extracted.
9. Verify the Balance data from excel file and balance data from SAP.
10. STOP

Figure 1: A flowchart showing the process overview

7. Project Development
In this section, the steps to create the entire project are given. You are expected to follow each
step in chronological order and build your project.

Step 1. Open UiPath Studio.

Step 2. Create a new process and name it ‘CreateIncomingInvoiceSAPFiori’. Add the
description, this process creates a Incoming invoices in the Create Incoming invoices
form on SAP Fiori.’
Step 3. Create a new workflow and name it ‘SAPFioriLogin’.
Step 4. Click on manage packages from the top ribbon and install
UiPath.Credentials.Activities package by clicking on install then save button.
Step 5. Search for Get Secure Credentials activity in the Activities panel and drag and drop
it in the Designer panel and Target name as the SAP Fiori credentials stored in

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 window credential inside credential manager. Also, Create the two output variables
from Get Secure Credentials activity as ‘Username’ and ‘Password’.
Step 6. Search for a Use Application/Browser activity in the Activities panel and drag and
drop it below the Get Secure Credential activity. Click on ‘indicate on screen’s link
and indicate the SAP Fiori login window.
Step 7. Search for a Type Into activity in the Activities panel and drag and drop it inside the
Use Application/Browser activity and rename it as ‘Type Into Username’. Click on
‘indicate on screen’ link and indicate the User text box in the SAP Fiori login window.
Pass ‘Username’ variable in the Type this text box.
Step 8. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Username activity and rename it ‘Type Into Password’. Click on ‘indicate
on screen’ link and indicate the User text box in the SAP Fiori login window. Pass
‘Password’ variable in the Type this text box and select Secure radio button.
Step 9. Search for a Click activity in the Activities panel and drag and drop it below the Type
Into Password activity and rename it as ‘Click Log on’.
Step 10. Create a new workflow and name it ‘NavigateToCreateIncomingInvoicePage.’
Step 11. Search for a Use Application/Browser activity in the Activities panel and drag and
drop it. Click on ‘indicate on screen’s link and indicate the SAP Fiori login home
page.
Step 12. Search for a Check App State activity in the Activities panel and drag and drop it
inside the Use Application/Browser activity. Click on ‘indicate on screen’s link and
indicate the Search button icon from SAP Fiori login home page.
Step 13. Search for a Click activity in the Activities panel and drag and drop it inside the
Check App State activity. Click on ‘indicate on screen’s link and indicate the Search
button icon from SAP Fiori login home page.
Step 14. Search for a Type Into activity in the Activities panel and drag and drop it below the
Check App State activity. Click on ‘indicate on screen’s link and indicate the Search
textbox from SAP Fiori login home page. Pass ‘Create Incoming Invoice’ in the Type
this textbox.
Step 15. Search for a Check App State activity in the Activities panel and drag and drop it
below the Type Into activity. Click on ‘indicate on screen’s link and indicate the
Create Incoming Invoices Value from the search.
Step 16. Search for a Click activity in the Activities panel and drag and drop it inside the
Check App State activity. Click on ‘indicate on screen’s link and indicate the Create
Incoming Invoices Value from the search.

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 Step 17. Search for Get Secure Credentials activity in the Activities panel and drag and drop
it in the Designer panel and Target name as the SAP Fiori credentials stored in
window credential inside credential manager. Also, Create the two output variables
from Get Secure Credentials activity as ‘Username’ and ‘Password’.
Step 18. Search for a Use Application/Browser activity in the Activities panel and drag and
drop it below the Get Secure Credential activity. Click on ‘indicate on screen’s link
and indicate the SAP NetWeaver login window.
Step 19. Search for a Check App State activity in the Activities panel and drag and drop it
inside the Use Application/Brower activity. Click on ‘indicate on screen’s link and
indicate the Log On button from SAP NetWeaver login page.
Step 20. Search for a Type Into activity in the Activities panel and drag and drop it inside the
Check App State activity and rename it as ‘Type Into Client. Click on ‘indicate on
screen’s link and indicate the Client text box in the SAP NetWeaver login window.
Pass ‘804’ value in the Type this text box.
Step 21. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Client activity and rename it as ‘Type Into Username’. Click on ‘indicate on
screen’ link and indicate the User text box in the SAP NetWeaver login window. Pass
‘Username’ variable in the Type this text box.
Step 22. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Username activity and rename it ‘Type Into Password’. Click on ‘indicate
on screen’ link and indicate the User text box in the SAP NetWeaver login window.
Pass ‘Password’ variable in the Type this text box and select Secure radio button.
Step 23. Search for a Click activity in the Activities panel and drag and drop it below the Type
Into Password activity and rename it as ‘Click Log on’.
Step 24. Create a new workflow and name it ‘CreateIncomingInvoice.’
Step 25. Search for a Use Application/Browser activity in the Activities panel and drag and
drop it. Click on ‘indicate on screen’s link and indicate the SAP Fiori Create Incoming
Invoice page.
Step 26. Search for a Check App State activity in the Activities panel and drag and drop it
inside the Use Application/Browser activity. Click on ‘indicate on screen’s link and
indicate the Basic Data Button on Create Incoming Invoice page.
Step 27. Search for a Type Into activity in the Activities panel and drag and drop it inside the
Check App State activity and rename it ‘Type Into Vendor’. Click on ‘indicate on
screen’ link and indicate the Vendor text box in the Create Incoming Invoice Page.
In the text box of the activity, enter 17386001 in double-quotes.

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 Step 28. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Vendor activity and rename it ‘Type Into Invoice Date’. Click on ‘indicate
on screen’ link and indicate the Invoice date text box in the Create Incoming Invoice
Page. In the text box of the activity, enter Today’s date (07142023) in double-quotes.
Step 29. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Invoice Date activity and rename it ‘Type Into Reference’. Click on ‘indicate
on screen’ link and indicate the Reference text box in the Create Incoming Invoice
Page. In the text box of the activity, enter 8000/12 in double-quotes.
Step 30. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Reference activity and rename it ‘Type Into Amount’. Click on ‘indicate on
screen’ link and indicate the Amount text box in the Create Incoming Invoice Page.
In the text box of the activity, enter 2000 in double-quotes.
Step 31. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Amount activity and rename it ‘Type Into Currency’. Click on ‘indicate on
screen’ link and indicate the Currency text box in the Create Incoming Invoice Page.
In the text box of the activity, enter USD in double-quotes.
Step 32. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Currency activity and rename it ‘Type Into Tax Amount. Click on ‘indicate
on screen’ link and indicate the Tax Amount text box in the Create Incoming Invoice
Page. In the text box of the activity, enter 200 in double-quotes.
Step 33. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Tax Amount activity and rename it ‘Type Into Tax Text’. Click on ‘indicate
on screen’ link and indicate the Tax Text text box in the Create Incoming Invoice
Page. In the text box of the activity, enter Tax 10%[k(Enter)] in double-quotes.
Step 34. Search for a Read Range Workbook activity in the Activities panel and drag and drop
it below the Type Into Tax Text activity and rename it ‘Read Range Workbook Invoice
Data’. In the DataTable property of the activity, press Ctrl + K and enter a new data
table variable InvoiceData.
Step 35. Search for a For Each Row in Data Table activity in the Activities panel and drag and
drop it below the Read Range Workbook Invoice Data activity and rename it ‘For
Each Row in Data Table Invoice Data’. In the DataTable Property of the activity enter
InvoiceData. In the index property of the activity, press Ctrl + K and enter a new
variable, Index.
Step 36. Search for a Type Into activity in the Activities panel and drag and drop it inside the
For Each Row in Data Table Invoice Data activity and rename it ‘Type Into GL
Account’. In the textbox of the activity, enter the expression: CurrentRow("G/L
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 Account").ToString.Trim. Click on ‘indicate on screen’ link and indicate the first G/L
Account text box from the Create Incoming invoice table. Open the strict selector
editor window from the properties and edit the selector. Pass index Variable in the
selector (Replace [1,0] with [1,Index]).
Step 37. Search for a Select Item activity in the Activities panel and drag and drop it below
the Type Into GL Account activity and rename it ‘Select Item Debit and Credit’.in the
textbox of the activity, enter the expression: CurrentRow("D/C").ToString.Trim.
Click on ‘indicate on screen’ link and indicate the first Debit Credit dropdown from
the Create Incoming Invoice table. Open the strict selector editor window from the
properties and edit the selector. Pass index Variable in the selector (Replace [3,0]
with [3,Index]).
Step 38. Search for a Type Into activity in the Activities panel and drag and drop it below the
Select Item Debit and Credit activity and rename it ‘Type Into Amount’.in the textbox
of the activity, enter the expression: CurrentRow("Amount").ToString.Trim. Click
on ‘indicate on screen’ link and indicate the first Amount text box from the Create
Incoming Invoice table. Open the strict selector editor window from the properties
and edit the selector. Pass index Variable in the selector (Replace [4,0] with
[4,Index]).
Step 39. Search for a Type Into activity in the Activities panel and drag and drop it below the
Type Into Amount activity and rename it ‘Type Into Value Date.in the textbox of the
activity, enter the expression: CurrentRow("Value Date").ToString.Trim. Click on
‘indicate on screen’ link and indicate the first Value Date text box from the Create
Incoming Invoice table. Open the strict selector editor window from the properties
and edit the selector. Pass index Variable in the selector (Replace [10,0] with
[10,Index]).
Step 40. Search for a Get Text activity in the Activities panel and drag and drop it below the
Type Into Value Date activity and rename it ‘Get Text Balance’.in the textbox of the
activity, enter the expression: CurrentRow("Balance"). Click on ‘indicate on screen’
link and indicate the balance text box from the Create Incoming Invoice Page.
Step 41. Search for a Write Range Workbook activity in the Activities panel and drag and drop
it below the For Each in Data Table Invoice Data activity and rename it ‘Write Range
Workbook Invoice Data’. in the Workbook Path textbox of the activity, enter Invoice
Data excel file path. In the DataTable textbox of the activity, enter InvoiceData.
Step 42. Now, Clear the Create Incoming Invoice page and run the project to see if it runs
successfully till the above step.

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 Step 43. Open the Project Panel and right click on the CreateVendorIncoie workflow and click
on the create test case option. Create a new Test Case and name it
‘TC_CreateVendorInvoice.’
Step 44. From the project panel drag and drop ‘SAPFIoriLogin’ and
‘NavigateToCreateInvoicePage’ workflow inside …Given sequence activity.
Step 45. Search for a Read Range Workbook activity in the Activities panel and drag and drop
it Inside …then activity and rename it ‘Read Range Workbook Invoice Data’. In the
DataTable property of the activity, press Ctrl + K and enter a new data table variable
InvoiceData.
Step 46. Search for an Assign activity in the Activities panel and drag and drop it below Read
Range Workbook Invoice Data activity.in the Save to text box of activity create a new
Boolean type of variable as ‘TestCaseSuccess’ and in the Value to save textbox of
the activity enter True.
Step 47. Search for a For Each Row in Data Table activity in the Activities panel and drag and
drop it below the Assign activity and rename it ‘For Each Row in Data Table Invoice
Data’. In the DataTable Property of the activity enter InvoiceData.
Step 48. Search for an If activity in the Activities panel and drag and drop it inside the For
Each Row in Data Table Invoice Data . in the Condition textbox of the activity, enter
the expression: CurrentRow("Balance").Equals("") .
Step 49. Search for an Assign activity in the Activities panel and drag and drop it inside If
activity.in the Save to text box of activity enter ‘TestCaseSuccess’ varialbe and in
the Value to save textbox of the activity enter False.
Step 50. Search for an Break activity in the Activities panel and drag and drop it below Assign
activity.
Step 51. Search for a Verify Expression activity in the Activities panel and drag and drop it
below For Each Row in Data Table Invoice Data activity. In the text box of the activity,
enter the expression: TestCaseSuccess=True.
Step 52. The project development is complete. Now, log out and close the open SAP Fiori
instances and run the project to see if it runs successfully.

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