TechTiera CorporationTechTiera Corporation

Retail Deductions, Solved: RPA Streamlines AR Workflow with Zero Errors

Order Management Automation

Per month of manual effort time has been saved

Increased accuracy in deduction validation and communication

$60,000 to $80,000 based on reduced manual workload and faster processing cycles.

Overview

A major US-based bottled water company needed to automate its accounts receivable deduction process for a large retail chain. The manual process was labor-intensive, error-prone, and time-consuming, impacting productivity and accuracy.

The Challenge

The manual workflow involved navigating to the retailer’s portal, applying filters by date range, changing display settings, and processing individual invoice records. If an invoice matched specific criteria (like ‘Unloading Recovery’ in the description), the process required downloading attachments, modifying and using a PO number to fetch data from an internal intranet URL, and sending consolidated email reports. The process had to be repeated for multiple customer accounts on the same site, increasing manual workload. Maintaining accuracy and ensuring timely delivery to the correct recipients were key concerns.

The Solution: Kofax RPA for End-to-End Deduction Automation

TechTiera implemented a robust RPA solution using Kofax Kapow that automated the entire deduction workflow. The bot navigates through the web portal, applies filters, extracts required data based on business logic, and downloads relevant documents. It dynamically constructs internal URLs using extracted data (like PO numbers), retrieves data from internal systems, formats it into tables, and sends structured reports via email. If no data is found, the bot sends a ‘no data to process’ notification.

Key Capabilities:

  • Automated data filtering, validation, and extraction
  • Intelligent branching based on invoice description
  • Dynamic intranet data retrieval and formatting
  • PDF downloads and consolidation
  • Automated email alerts for process completion and exceptions
  • Multi-account support in a single automated run

Results & Business Impact

Estimated Benefits:

  • 150+ hours/month saved from manual processing
  • Increased accuracy in deduction validation and communication
  • Improved turnaround time (TAT) with automated triggers
  • Ability to handle multiple accounts without additional resources
  • Enhanced internal audit and reporting consistency

Estimated Annual Cost Savings: $60,000 to $80,000 based on reduced manual workload and faster processing cycles.

Why It Worked

  • Flexible automation logic adaptable to varying invoice types
  • Minimal system changes — integrated with current platforms
  • Error-proof and consistent execution
  • Minimal system changes — integrated with current platforms

Ready to Eliminate Manual Deduction Processing?

Want to automate your AR deduction processing like this client?
Talk to TechTiera to streamline your operations and drive efficiency.

Industry:

Packaged Beverage

Region:

USA

Platform:

Process:

Retail Deduction Handling

Services Provided by TechTiera:

Robotic Process Automation – Design through Implementation.

Managed Services for RPA Platform

Technologies Used:

Kapow 11.1.0.3

Components: RoboServer, Management Console, Design Studio, Desktop Automation Service

Communication: SMTP Server for automated notification emails

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