BPM for Sage Line 100 - Product Price Changes

What does this Task do?

The database is automatically queried on an hourly basis for changes to product prices. Details for any price changes are distributed by email to the relevant staff.

What are the business benefits?

Automating this process provides the following benefits:

• Provides the Sales Team with up to date product price change information.

• Reduces errors in customer quotations.

• Frees up administrative staff to do other tasks, rather than having to distribute price changes.

• Maximises financial returns on stock.

How was the Task created?

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

Schedule This Event Tool was used to create the first Step in the process that schedules the Task to run every hour. This can easily be changed to run continuously if required.

Database Query (ODBC) This Input Tool was used to create the second Step in the process that queries the database and returns specific data, including the price, for all products.

Data Filter This General Tool was used to create the third Step in the process that filters the data returned by the Database Query Step to pass data only for those products where the price has changed since the last time it was queried.

Format As HTML This Format Tool was used to create the fourth Step in the process that puts the data passed by the filter into a table.

Send SMS This Output Tool was used to create the last Step in the process that incorporates the table of data containing the price changes into the body of the email and then sends it to the relevant staff.