Founded in 2000 and listed on the Shanghai Stock Exchange in September 2018, Jiecang Drive is a scientific and technological group specializing in the research and development, production and development of linear drive products.
The company integrates global resources to provide drive and intelligent control processing plans for smart office, medical care, smart home, industrial automation and other related industries, and drives the survival of smart business with science and technology.
Jiecang Drive has always been committed to promoting the digital and intelligent transformation of the manufacturing industry, and has actively entered overseas, and the company's global market competitiveness has been steadily improved. At present, Jiecang has subsidiaries and production bases in Asia Pacific, Europe, America and other regions, producing and covering many overseas countries.
With the continuous development of the company's business, the company's requirements for data update and disposal have also been improved
Business needs. 1. Product logistics form tracking: As a multinational manufacturing enterprise, the production of linear drive products driven by Jiecang is shrouded in many overseas countries, and it is necessary to follow up the order tracking table in real time in order to obtain the latest transportation form of the product and ensure the timeliness of the order.
2. Introduction of PICC credit insurance: Enterprises need to import domestic trade and export insurance policies with correction records under the document item into the PICC system every month, and they must simplify the operation process to ensure that the import process is accurate and avoid omissions and misstatements.
3. Comparison of logistics financial bills: the comparison of revenue and expenditure and various financial bills must be automated and reduce the amount of manual manipulation, so as to promote obedience and ensure accuracy.
In this collaboration, Jiecang Drive cooperated with Fanwei-Qianli Ling Information to collect intelligent robots, and built RPA intelligent robots in the process to realize the filling of order tracking forms, the disposal of PICC credit insurance, and the automation of financial bills, so as to help business automation and intelligence, and liberate manpower.
Characteristics of the use of Jiecang Drive RPA project.
1) Active**, archiving.
The robot takes the initiative to log in to the official website of the customs to inquire and ** the customs declaration form and release book, read the customs declaration number and other information, and rename and file it under the corresponding folder according to the regulations, and manipulate and print the customs declaration form at the same time.
2) Actively record information to the tracking table.
The process declaration number is checked in the invoice management software and the corresponding invoice issuance date, invoice number and other information are consistently filled in the tracking form; And the customs declaration number, ship name, voyage, bill of lading number and other information are recorded in the tracking form.
The robot reads the domestic trade and export insurance policies under the specified items, actively logs in to the PICC system to manipulate the imported bills, and at the same time actively records the import effect, and takes screenshots of the import errors.
1) Get the policy to be imported.
Obtain all the document attributes under the customer's policy storage folder, record the document channel and correction time; The effect of the introduction of the policy after the implementation of the robot and the time of uploading it are also recorded in the document, and it will be determined whether it is necessary to upload it again when it is implemented next time.
2) Submit policy data in bulk.
Submit imported policy data in batches and recycle until there are no records to be submitted.
3) Record the effect of the policy report.
Take a screenshot of the policy report when you make a mistake and record the title of the document.
4) The email reveals that the import has been incorrect.
Record the name and method of the file that made the mistake, and send an email to reveal it after the robot is completed.
The robot may take the initiative to deal with the data comparison and employment in the business process, such as completing the verification of the declaration amount & the amount and currency system in the foreign currency table, and remind the comparison of abnormal content.
The robot may take the initiative to dispose of the data comparison employment in the business process, and realize the nuclear equality between the uncleared invoice and the customs declaration, packing list, and the total amount of ** tax. The process calculates and verifies the output tax and the total amount in the invoicing information, the difference is small, the modification data is actively increased, the difference is large, the system records the information, and sends an email to reveal the manual disposal.
Summary of costs. 1. Take the initiative to update the product order tracking form.
The process robot takes the initiative to extract customs declaration information and invoicing information, and the customer sales staff no longer needs to cross multiple platforms to inquire, document and enter information, etc., and only need to save the tracking table effect generated by the robot to grasp the product transportation form, saving customers a lot of time for inquiry, collection and summary.
2. The process of policy introduction.
The method of policy introduction and submission is lengthy, and the robot is implemented in accordance with the order of the method, which promotes the obedience of manipulation and obedience, and eliminates the problem of missing the introduction of insurance policies. The error information encountered in the reporting process can be recorded and retained by the robot in a screenshot for subsequent tracking and disposal.
3. Complete the active disposal and comparison of various bills.
According to the bill disposal regulations that have been formulated, the robot may replace the manual completion of the outstanding invoice details**, packing list, customs declaration form material number verification, total invoice calculation verification assessment, etc., the disposal rate is improved at the same time, reduce the probability of manipulation errors.