Use cases

Customer service and sales:

• As a customer service representative, I want to look up a customer's balance, credit limit, and payment history so that I can answer account-related questions during a call without opening CSD.
• As a customer service representative, I want to review a sales order's header and line details so that I can provide customers with the status of the orders.
• As a customer service representative, I want to create releases for blanket orders so that I can fulfill standing orders with specific delivery dates and quantities through a guided workflow.
• As a sales representative, I want to check product availability, pricing, and alternate products so that I can advise a customer and create a quotation within one conversation.
• As a sales representative, I want to create a quotation from start to finish, including repricing and upsell suggestions, so that I can quickly send quote to the customer.

Credit and collections:

• As a credit analyst, I want to review a customer's credit score and aging information so that I can assess risk before extending credit terms.
• As a credit analyst, I want to see all sales orders currently on credit hold so that I can prioritize releases and follow-up activities.
• As a credit manager, I want to place a customer on hold or open the account until a specific date based on credit risk so that I can control exposure without leaving the assistant.
• As a collections specialist, I want to review a customer's invoice and AR transaction history so that I can resolve payment disputes.

Purchasing and vendor management:

• As a buyer, I want to review a vendor's overview, financial information, and scorecard so that I can evaluate vendor performance.
• As a buyer, I want to look up purchase order details and line history for a specific PO so that I can track purchases and estimated delivery dates.
• As a buyer, I want to acknowledge purchase orders so that I can change the status from Printed to Acknowledged without navigating to the POEA screen.
• As a buyer, I want to update purchase order header and line information, such as due dates, quantities, and ship dates, so that I can make corrections through a conversational interface with a confirmation required to apply the changes.
• As a purchasing analyst, I want to search vendor pricing and contracts so that I can verify costs and rebate terms.
• As a purchasing analyst, I want to review a vendor's transaction and purchase history so that I can analyze spending and purchasing patterns.

Analytics and cross-domain:

• As a credit manager, I want to query customer risk segmentation analytics so that I can identify high-risk customers across the company.
• As a user, I want to search master data, including customers, products, warehouses, ship-to locations, vendors, so that I can quickly find the records that I need to start a task.