Customer story · Agentic automation

A genetic medicines company automates purchase requisition updates in SAP ERP from Smartsheet with UiPath

A US genetic medicines company updated purchase requisitions in SAP ERP by hand, uploading documents and notifying stakeholders one by one. TSP automated the process with UiPath Document Understanding: requisition data is read from Smartsheet, validated, entered in SAP with its quotations attached, and status updates and notifications go out automatically. Processing time dropped significantly, with fewer errors.

  • Life sciences
  • Genetic medicines company
  • United States
  • SAP ERP, with Smartsheet and Excel
Scientist working at a biosafety cabinet in a bright biotech research lab

01 · The challenge

Purchase requisitions updated by hand

Before automation, purchase requisitions needed extensive manual work. Employees updated details in SAP ERP by hand, uploaded supporting documents and notified stakeholders of each status change individually. The process was inefficient, error-prone and often delayed procurement.

02 · The approach

Requisition updates that run themselves

As part of a strategic push for accuracy, compliance and operational efficiency, TSP combined UiPath robots and Document Understanding, integrated with SAP GUI, Excel and Smartsheet.

How it works

  1. Smartsheet integration

    Document Understanding machine learning models read requisition header and line-level data from Smartsheet attachments, then validate and cleanse it before it enters SAP ERP.

  2. SAP ERP update

    Purchase requisitions are created and updated automatically, with quotations and supporting documents attached from Smartsheet.

  3. Status and notifications

    Status updates flow back to Smartsheet in real time, and stakeholders get automatic emails on successful or failed transactions.

03 · The results

Faster requisitions, fewer errors

  • Significantly less time to process requisitions
  • Fewer human errors and stronger compliance through automated validations
  • More transparency in procurement status through timely notifications
  • Higher employee satisfaction, with less manual work

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