Customer purchase orders and call-off schedules
Classified, extracted and linked back to source evidence for reviewer control.
Configured order checking automation
AI configured order checking for MTS/CTO manufacturers
AI Beaver helps customer service, sales, planning and production teams compare customer POs, CPQ outputs and configured-product rules before order release.
The workflow is designed for manufacturers that sell stocked or configured products where option compatibility, price, quantity, lead time and customer-specific requirements need controlled review before ERP, MRP or production updates.
35-65%
Target reduction in order-entry and configuration-check preparation
Document inputs
Real documents this workflow is built around
These are the source files AI Beaver expects to map during an audit and prototype. The implementation can start with a narrow subset, then expand as extraction quality and review rules are proven.
Quotes, CPQ outputs and configuration summaries
Classified, extracted and linked back to source evidence for reviewer control.
Option, accessory and compatibility rules
Classified, extracted and linked back to source evidence for reviewer control.
Price lists, discount tables and commercial terms
Classified, extracted and linked back to source evidence for reviewer control.
Customer-specific packaging, labelling or portal requirements
Classified, extracted and linked back to source evidence for reviewer control.
ERP sales orders and production release records
Classified, extracted and linked back to source evidence for reviewer control.
Manual bottlenecks
Why this workflow is a strong automation candidate
Step 1
Customer POs can differ from the quote, CPQ output or agreed configuration.
Capture customer POs, CPQ outputs, quotes, portal files and sales order records.
Step 2
Option compatibility, accessory requirements and pack-size rules are checked manually.
Extract ordered SKUs, options, accessories, quantities, prices, delivery dates and customer requirements.
Step 3
Customer-specific labels, documents or portal requirements are often found late.
Compare the order against approved configuration rules, quote assumptions and product master data.
Step 4
Order-entry exceptions can be scattered across email, portals, spreadsheets and ERP notes.
Flag incompatible options, obsolete parts, pack-size issues, price differences and missing evidence.
Extraction and checks
Fields extracted and validation checks performed
The automation should produce reviewable data, not a black-box answer. Every important field or exception needs a source link, confidence signal and review route.
| Extracted fields | Validation checks |
|---|---|
| Customer, PO number, order date, requested date and delivery location | PO compared with quote or CPQ output |
| SKU, variant, option, accessory, quantity, unit and pack size | Option compatibility and required accessory checks |
| Quoted price, ordered price, discount, currency and commercial terms | Pack size, MOQ and unit consistency |
| CPQ configuration ID, rule version and compatibility evidence | Price, discount, currency and term differences |
| Customer-specific labels, documents, portal fields and shipping requirements | Obsolete, restricted or unreleased item detection |
Workflow outputs
What the implementation should produce
AI Beaver normally starts with a controlled workflow output: summaries, exception queues, review files, dashboards or proposed system updates. Direct writes into operating systems should be added only after review rules are proven.
- Configured order review summary
- Order-entry exception queue
- ERP or CRM update proposal
- Missing-information request draft
- Configuration evidence pack
FAQ
Common questions
Can configured order checking approve customer orders automatically?
AI Beaver normally routes consequential exceptions to review first. Low-risk checks can be automated over time, but price, compatibility, release and customer-commitment exceptions should remain controlled.
Does this replace CPQ?
No. The workflow checks documents and handoffs around CPQ, ERP and customer portals. It helps catch mismatches before order release rather than replacing the configuration engine.
Assess this workflow using your real documents
Start with a focused audit of document types, source systems, manual checks, exception rules and review requirements.