BPM for Microsoft Dynamics NAV - Automated Quotations Management

What does this Task do?

This automated Task checks stock levels as they change and automatically raises and sends a request for quotation to the suppliers for items when they reach their re-order level. The appropriate buyer is also copied by email.

What are the business benefits?

Automating this process provides the following benefits:

• Ensures that stock levels are optimised at all times.

• Frees up staff to do other tasks by managing the stock checking and quotation request process
  automatically.

• Applies pre-defined purchasing policies and rules to all stock items.

• Provides savings on costs associated with manually operated quotation and stock management processes.

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 whenever a stock item reaches its re-order quantity.

Database Query (ODBC) This Input Tool was used to create the second Step in the process that extracts stock and supplier details from the database and then presents them in a recordset.

Run Crystal Report This Format Tool was used to create the third Step in the process that runs a Crystal Report to create a new request for quotation using the details from the recordset.

Save As File This Output Tool was used to create the third Step in the process that saves the new request for quotation as a file in the database.

Send Message (SMTP) This Output Tool was used to create the last Step in the process that adds the new saved request for quotation file as an attachment to an email message and then sends it to the appropriate supplier. And a copy to the appropriate buyer