Concur Error Checks Bot

Summary:

This bot will login to Concur, and check whether the file EMPLOYEE_p0077667amkl” exists in the table found at URL: “https://implementation.concursolutions.com/expense/admin/jobManagement.asp” – Imports tab, then proceed to check each filename in the previous run if it exists in input files list: 

If file is not found – throw BRE.

If number of lines is not the same, make consolidated output file containing line from input file with headers + error line below. Add new sheet to consolidated output file with input data.

Example output file:

This needs to run daily at 6 AM, 7 days a week.

Process Owners: Tim McCutcheon

Bot Owner(s): Dan Hogfelt

Developers: Venkata Krishna

Relevant Systems:

• Concur - Tim McCutcheon
• WinSCP - Tim McCutcheon

Runbook:

The runbook should provide information to support the bot in the case that any issue occurs.

Business Continuity Plan: In the event that the bot has an issue, bot should send a failure email to the support team and an email to Process Owner (Tim McCutcheon) to manually process.

Expected Volume: 0-8 files daily, maximum 100 records /file

Employee_p00000000_1_DE.xlsx

Employee_p00000000_1_ADP.xlsx

Employee_p00000000_0_DE.xlsx

Employee_p00000000_1_UKG.xlsx

Employee_p00000000_1_UK.xlsx

Employee_p00000000_0_UKG.xlsx

Employee_p00000000_0_DE.xlsx

Employee_p00000000_1_UK.xlsx

Credential Management: Orchestrator assets 

Concur Login

SMTP Password

Concur_ErrorHandling_SFTPCredentials

SLA:

Scheduling: daily, 6 AM

Triggers: Concur Error Handling

Queues: N/A

Assets:

Name	Description
SMTP From Email	From Email for SMTP - Leveraged for sending emails with SMTP server
SMTP Port	Port for SMTP
SMTP Host	Host for SMTP
Concur_ErrorHandling_SFTPHost	Host for SFTP
Concur_ErrorHandling_SuccessToEmail	Distribution List to send Email
Concur_ErrorHandling_UnprocessedFilesToEmail	Distribution List to send Email
Concur_ErrorHandling_100Heading	100 Error Heading
Concur_ErrorHandling_305Heading	305 Error Heading
Concur_ErrorHandling_310Heading	310 Error Heading
Concur_ErrorHandling_320Heading	320 Error Heading
Concur_ErrorHandling_350Heading	350 Error Heading
Concur_ErrorHandling_700Heading	700 Error Heading
Concur_ErrorHandling_ADP_ToEmail	Distribution List to send Email
Concur_ErrorHandling_CAN_ToEmail	Distribution List to send Email
Concur_ErrorHandling_DE_ToEmail	Distribution List to send Email
Concur_ErrorHandling_UK_ToEmail	Distribution List to send Email
Concur_ErrorHandling_UKG_ToEmail	Distribution List to send Email
Concur_ErrorHandling_SuccessCCEmail	Distribution List to send Email - CC for all success emails of the bot
Concur_ErrorHandling_CompletedFilesEmailBody	CompletedFilesEmailBody - Not all records processed successfully on the Concur employee load overnight.    The errors are listed in the attachment.
Concur_ErrorHandling_CompletedFilesEmailSubject	CompletedFilesEmailSubject - Concur Employee Load Errors – Please address
Concur_ErrorHandling_UnprocessedFilesEmailBody	UnprocessedFilesEmailBody
Concur_ErrorHandling_UnprocessedFilesEmailSubject	UnprocessedFilesEmailSubject

Reporting:

Distribution List: from assets 

RPA Asset Name	Country	To Email ID
Concur_ErrorHandling_ADP_ToEmail	USA	[e-mail];[e-mail]
Concur_ErrorHandling_CAN_ToEmail	Canada	[e-mail];[e-mail]
Concur_ErrorHandling_DE_ToEmail	Germany	[e-mail];[e-mail];[e-mail]
Concur_ErrorHandling_UK_ToEmail	UK	[e-mail];[e-mail];[e-mail]
Concur_ErrorHandling_UKG_ToEmail	Canada	[e-mail];[e-mail]

KPI's:

If Bot Fails: Should Receive an email saying that bot failed. In this case, go to the production orchestrator and download the recording which will show the screenshots as the bot failed. Use these screenshots to perform a root cause analysis. A screenshot may also be provided at the time of the error, depending on what error occurred.

Password Incorrect/Expiration: If the password is incorrect, password will need to be reset by following the below:

If Concur Password is incorrect, log a ZenDesk Ticket with Finn-Finance Apps Security Form. 

Restarting Bot: no special considerations.

DevOps Epic: 

Automation Hub Link: