The tool that will be performing these evaluations is the Strategy on Demand Workflow or “SOD” Workflow. By now, you are familiarized with this powerful tool and understand how to create a set of evaluations and updates.
In this session we will see how SOD Workflows of various Activity Types can be hinged to the EDI Tool to work in unison with this tool to perform these evaluations and optional updates. The combination of these two powerful tools will allow for the automation of many processes that, until now, required manual intervention.
We will cover examples of how the SOD Workflow can be coupled to the following EDI Tool processes:
New Business Import EDI:
During a New Business Import EDI, an SOD Workflow of Activity Type “NWBSOD” can be hinged to the import process to evaluate accounts in the temporary batch repository table and, based on the results of these evaluations, perform targeted updates as shown in the diagram below.