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AR Invoice Print and E-mail for Plex

BOT developed by Thirdware, logs into Plex(Classic Version), validates AR invoices, Prints and Emails it to customers

Top Benefits

  • Improved Customer Service
  • Reduce manual effort
  • Accelerate Accounts Receivable Efficiency and Reduce DSO

Tasks

  • Log & Navigate into Plex
  • Fetch & Validate the Invoices based on specified criteria & configuration
  • Print the Invoices
  • E-mail Invoices to Customers
  • Alert user by email when the task is completed

Printing of Invoices and individually sending emails to customers is a necessary business function which the AR personnel needs to manually carry out on a daily basis. The process involves significant effort & has limited value.
The BOT designed & developed by Thirdware for PLEX ERP system, automates the process of validating Invoices, printing them and sending e-mail to the customers on a timely basis without any manual intervention.

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Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Vendor
Automation Type
Bot
Last Updated
November 13, 2019
First Published
October 21, 2019
Enterprise Version
11.3.3
Community Version
Not Supported
ReadMe
ReadMe
Support

See the Bot in Action

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Internet Explorer 11
  • Plex Web Application (Classic only; will not work in Plex UX)
  • Microsoft Excel 2010 and above
  • General Config - Common Configuration like Environment, URL, etc across all PCNs
  • PCN Config - PCN level configuration like Company Code, Printer, etc
  • Button/Link/Table Config - DOMX paths of Links, Text Box, Combo box and Index of the columns in the table
  • Email Config - PCN level email configuration like Email IDs, Subject and Message, etc
  • Invoice Config - PCN level Prefix Configuration to validate Invoices
  • Option Config - PCN level delivery type (Print/Email) configuration