BPM for Microsoft Dynamics GP - Automated Account Credit Management

What does this Task do?

This automated Task immediately informs the customer when his account is placed on hold and sets an activity for the Account Manager to contact him.

What are the business benefits?

Automating this process provides the following benefits:

• Improves customer service by instantly informing customers when their accounts are placed on hold.

• Automatically sets an activity for the Account Manager to contact the customer and quickly resolve any
  problems.

• Applies company rules and procedures automatically.

• Frees-up staff to do other tasks rather than having to manually run reports and set up activities for Account
  Managers.

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 an account is placed on hold.

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

Send Message (SMTP) This Output Tool was used to create the third Step in the process that incorporates the HTML document into an email message and then sends it to the appropriate account manager.

Run VB Script This Execute Tool was used to create the last Step in the process that runs a script to set a new activity for the account manager to contact the customer.