ERP UI Automation for Tricky Pricing Structure

I N T R O D U C T I O N

The client had started implementing a new ERP system for an existing business unit. The previous ERP system was run on an AS400. The new ERP system is cloud-based, allowing integration with APIs and a web based interface. The New ERP system could not calculate clients’ desired pricing model. The client’s pricing model is based on part classification, supplier price, and customer tier. Power Automate was used to interact with the web-based interface and complete required calculations.

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C H A L L E N G E

The Client needed this solution before they could fully implement the ERP system. The client had a complex pricing structure involving multiple calculations and lookups. The pricing structure posed challenges inside of the ERP system due to the cost-based APIs. The client also wanted to be able to be notified of price decreases. This allowed us to ensure the maximum margins on reselling of components. This was a completely new process to be integrated into the new ERP system

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S O L U T I O N

The Solution was achieved by using several solutions. The first part is using Power Automate Cloud to Automate Power Automate Desktop running on a server. Power Automate Cloud also provided email reporting on if the workflow is completed. The Power Automate Desktop flow uses outlook to provide reporting on pricing and BOMs missing materials

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R E S U L T

The client successfully integrated and added all the supplier parts. The bot calculated the catalog price for all 4 customer tiers and all 4 product tiers for approximately 3500 parts. The process also calculated BOM pricing for approximately 1,500 BOMs using the individual parts that make up the BOM.

A B O U T?P O M E R O L

Pomerol Partners creates and delivers meaningful data-driven business solutions and services. We’ve been operating in Data Analytics and Intelligence Reporting for over 9 years and our Partners have a cumulative 100 years in global experience. In 2013, Pomerol spun out of Deutsche Bank after a range of successful BI projects were delivered saving the bank over $3m. Ever since then we’ve been partnering with our clients (executives, managers, analysts, etc.) across all business verticals to optimize the intersect between changing business demands, technological progress and sustainable business growth.

Our consultants have helped hundreds of organizations, of all sizes and in all industries worldwide, make money. How do we do this? Leveraging your data to increase revenue, automate processes, decrease costs and understand your insights. Pomerol delivers value that helps you grow and change with better data-driven decisions and solutions that empower you as an Elite Qlik Partner as well as a Gold Data Platform Microsoft Partner.

Our professional consultants, that reside in three countries (United States, United Kingdom and Portugal), are experts that will partner with you for the technical as well as business-oriented solutions. Working with the same team in all capacities ensures you always know where we stand with our work and commitment to you.

Pomerol offers a comprehensive range of Power BI training options. For those new to Power BI, Dashboard-in-aDay will provide give you the knowledge and confidence to build your own dashboards. For those looking to take their Power BI skills to the next level our advanced DAX and M courses will teach you the fundamentals of these two languages and to how to use them to build complex solutions. We also offer bespoke training workshops that can be tailored to your specific training needs.