BPM for Access Dimensions - Workflow Driven Purchase Requisition Approval

What does this Task do?

This automated Task is scheduled to run on a daily basis and sends an email to the appropriate manager requesting approval for all new purchase requisitions raised with a value exceeding £1000. This process could be extended by adding another simple Task that automatically raises a Purchase Order when an ’Approved’ reply email is received.

What are the business benefits?

Automating this process provides the following benefits:

• Ensures that company policies are applied automatically to all P/Rs as they are raised.

• Speeds up the purchasing approval process.

• Frees up staff to do other tasks, rather than having to obtain manual approvals for each P/R.

• Provides controls over purchase spend.

How was the Task created?

The automated Task was created by simply dragging and dropping the following Tools onto a Task Plan:

MS SQL Server Trigger This Event Tool was used to create the first Step in the process that triggers the Task to run when a new Purchase Requisition with a value exceeding £1000 is raised.

Format As HTML This Format Tool was used to create the second Step in the process that merges the Purchase Requisitions details into an HTML document.

Send Message (SMTP) This Output Tool was used to create the last Step in the process that incorporates the HTML document into the body of an email message and then sends it to the appropriate manager for approval