PO Distribution for Plex
PO Distribution bot developed for Plex System, identifies all Purchase Orders with “approved or completed” status, and sends emails (POs) to 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)
- Runs a custom query to gather list of approved Purchase Orders to be processed via Plex SQL Development Environment
- Sets the last step of the individual PO approval workflow to “Completed”
- Emails 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 process risk is of paramount importance to any Purchasing department.
The PO Distribution bot created by Thirdware helps remove human intervention & 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).
$5000 USD per bot
Annual Subscription
- Applications
-
- Business Process
- Finance & AccountingManufacturing
- Category
- ProductivityUtility
- Vendor
- Automation Type
- Bot
- Last Updated
- October 11, 2021
- First Published
- October 21, 2019
- Platform
- 11.3.3
- ReadMe
- ReadMe
- Support
-
- Thirdware Solution
- +12486798771
- rpasupport@thirdware.com
- Bot Store FAQs
- SKU
- AAE_BS_PODist_Plex
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, and F-Keys of Menus 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