BPM for Sage AccPac - Automated Notification of Large New Order

What does this Task do?

This automated Task sends an email notification containing the order details to the Account Manager when an order with a value over £10,000 is received.

What are the business benefits?

Automating this process provides the following benefits:

• Provides real-time notifications to the right person as orders are received.

• Improves customer service by allowing quick confirmation response to the customer.

• Frees up staff to do other tasks, rather than having to run reports and print them out.

• Provides savings on printing costs.

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 order is entered into the database with a value exceeding £10,000.

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

Run VB Script This Format Tool was used to create the third Step in the process that merges the new order details from the recordset into a text document.

Format As Text This Format Tool was used to create the fourth Step in the process that merges the enquiry details into a text document.

Send Message (SMTP) This Output Tool was used to create the last Step in the process that incorporates the text document into the body of an email message and then sends it to the Account Manager