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PO Distribution for Plex

PO Distribution BOT developed for Plex System, identifies all Purchase Orders with “approved or completed” status, and sends the Emails(POs) to the Suppliers

Top Benefits

  • Timely actions to Streamline collaboration
  • Improve visibility and enhance efficiency
  • Speed up communication to focus team on the right priorities

Tasks

  • Login into Plex(Classic Version)
  • Running a custom query to gather list of approved Purchase Orders to be processed via Plex SQL Development Environment.
  • Setting the last step of the individual PO approval workflow to “Completed”.
  • Emailing of Purchase Order .pdf to a pre-configured Supplier email address, as well as internal team members
  • Captures detailed logs of all activities, including error codes

In today’s global workforce, a slow purchase order process can cripple supplier relationship; streamlining communications and minimizing labor-intensive administrative processes risk is of paramount importance to any Purchasing department. The PO Distribution BOT created by Thirdware helps remove human interventions & improve communication in the Purchasing process. The BOT triggers on a daily or hourly basis to log into Plex System (classic version), identifies all Purchase Orders with “approved or completed” status, and sends it to the Supplier and buyer (based on PO Category).

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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,F-Keys of Menus etc across all PCNs
  • PCN Config - PCN level configuration like Company Code, Printer, DOMX paths of Links, Text Box and Combo box
  • PCN Config - PCN level configuration like Index of the columns, Email IDs, Subject and Message etc