BPM for Sage Line 500 - Real-Time Notification of Margin Thresholds

What does this Task do?

When an order is added or amended, the profit margin is calculated. If it is below the agreed level then the Sales Manager receives the order details in an email.

What are the business benefits?

Automating this process provides the following benefits:

• Enables the Sales Manager to keep track of discounts being offered by the Sales Team

• Checks that company procedures are being followed.

• Maintains staff awareness of pricing issues.

• Maximises company revenues.

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 order is added or updated.

Database Query (ODBC) This Input Tool was used to create the second Step in the process that queries the database to return all order details, calculates the profit margin per order, filters the results to only include those with a profit margin below 15% and then presents the data in a recordset.

Format As HTML This Format Tool was used to create the third Step in the process that puts the order data into a table.

Send Message (SMTP) This Output Tool was used to create the last Step in the process that sends an email, incorporating the table, to the Sales Manager.