Agents

Agent	Description
VendorOverviewAgent	Handles vendor identity, financial summary, performance metrics, and ship-from location queries. Resolves vendor and company context from IBC. Covers the Overview, General, Ship From, and Custom tabs of Vendor Inquiry. Calls one tool per turn and displays results in a structured format.
CustomerOverviewAgent	Handles customer financial queries including total balance, credit limits, and payment history. Resolves customer and company context from IBC. Calls one financial tool per turn and displays results in a structured format.
QuotationAgent	Handles the quotation creation workflow through a conversational interface. Guides users through product search, pricing inquiry, repricing, alternate and substitute product selection, upsell and cross-sell recommendation, confirmation, recording prices, quote review, final order submission, order header details display, and quote delivery by email. Resolves customer, company, warehouse, and ship-to context from IBC. Supports both single-product and multiple-product quotation scenarios using a unified workflow with consolidated tables and shared modification logic.
ProductOverviewAgent	Handles product identity, including inventory balances, availability, cross references, components, unavailable reasons, serial numbers, and lot numbers. Resolves product and warehouse context from IBC. Covers the Overview, General, Balances, Availability, Components, Cross Reference, Unavailable, Serial, and Lot tabs of Product Inquiry (ICIP). Calls one tool per turn and displays results in a structured format.
CustomerRiskSegmentationAgent	Handles the AR_Customer_Segmentation_All_Companies table related queries from Infor Data Fabric to retrieve customer risk segmentation analytics. This requires a company number (`cono`) and accepts optional filters including risk category, multiple score ranges, sorting options, and record limits. When no filters are provided, it defaults to selecting high-risk customers with Overall_final_score between 5 and 150, excluding records with null totalcount.
SearchIndexAgent	Searches and retrieves master data from SX.e Search Index, including Customer, ShipTo address, Warehouse, Product, and any other SXE lookup domain information. Uses dedicated search tools with detailed docstrings that guide the LLM to select the correct tool automatically. Does NOT require SXE token authentication. Can be invoked standalone or by other agents for identity resolution.
ReleaseOrderAgent	Releases sales orders from hold by updating hold codes. Resolves company context from IBC. Requires a sales order number from the user.
ProductSalesPricingAgent	Handles product sales performance, pricing inquiry, usage trends, and transaction history queries from the Product Inquiry (ICIP) screen. Covers the Pricing tab, Transactions tab, and the Sales/Usage sections of the Overview tab. Resolves product and warehouse context from IBC. Calls one tool per turn and displays results in a structured format.
CreditHoldOrdersAgent	Retrieves sales orders currently on credit hold for a customer. Supports filtering by warehouse, ship-to location, credit manager, date range, and order type. Resolves customer, company, warehouse, and ship-to context from IBC.
CustomerInvoiceAgent	Handles customer invoice and AR transaction history queries, including invoices, credits, payments, adjustments, and service charges. Resolves customer and company context from IBC. Calls get_customer_invoice_transactions with appropriate filters.
CustomerOnHoldAgent	Updates customer sales status based on credit risk classification. Fetches credit score first, places customer accounts on hold or opening them until a specified date. Resolves customer and company context from IBC.
VendorTransactionsAgent	Handles vendor transaction history, purchase history, and product data queries. Resolves vendor and company context from IBC. Covers the Transactions, History, Warehouse Products, and Product Lines tabs of Vendor Inquiry. Supports filtering by status, type, date range, warehouse, and year. Calls one tool per turn and displays results in a structured format.
ProductOrdersAgent	Handles product-related sales orders, kit-component demand orders, purchase orders, and warehouse transfers from the Product Inquiry (ICIP). Covers the Orders, Purchase Orders, and Transfers tabs of ICIP. Retrieves what open orders, pending POs, or in-transit transfers exist for a product. Resolves product, warehouse, and company context from IBC. Handles only supply-and-fulfillment questions. Pricing, sales performance, balances, availability, or replenishment related questions are covered by other agents. Calls one tool per turn and displays results in a structured table format.
OrderDetailsAgent	Handles queries related to sales order header and line-item details. Resolves customer and company context from IBC.
PurchaseOrderInquiryAgent	Handles Purchase Order (PO) related queries, including header information, line items, line history, tied orders, PO history, and estimated delivery dates. Works only with a known PO number. For other PO related queries, including search, list, and filter, use VendorPurchaseOrdersAgent. Resolves company and vendor context from IBC. Covers Overview, Header, Line Detail, History tabs of the Purchase Order Inquiry (POIP) screen. Calls one tool per turn and displays results in a structured tables.
BlanketOrderReleaseAgent	Handles blanket order release creation and management through the Order Blanket Release Entry (OEERB) workflow. Enables users to find and validate blanket orders, create releases with specified dates and ship-to locations, set line quantities, and update dates for existing releases. Resolves order and company context from IBC. Calls one tool per turn and displays results in a structured format.
PurchaseOrderAcknowledgmentAgent	Handles purchase order acknowledgment and purchase order line and header updates. Enables users to acknowledge purchase orders by changing the status from Printed to Acknowledged and to update purchase order header and line information, such as due dates, ship dates, quantities, ship-to locations, ship-from locations, and terms. Resolves company context from IBC. Supports the Manual Acknowledgment Entry (POEA) and Purchase Order Entry (POET) screens. Displays results in structured tables.
VendorPricingAgent	Handles vendor pricing and contract queries from the Pricing Setup (PDSP) module. Resolves vendor and company context from IBC. Covers the Vendor Contracts tab of Vendor Inquiry screen and the Vendor Pricing screen of PDSP. Supports vendor contract searches, contract detail inquiries, vendor pricing inquiries, price break reviews, and rebate type code lookups. Calls one tool per turn and displays results in a structured format.
VendorPurchaseOrdersAgent	Handles vendor purchase order queries with extensive filtering options including display type (header/line), stage, date, product, buyer, warehouse, tracking number, and other criteria. Provides PO totals for specific purchase orders and buyer lookup functionality. Resolves vendor and company context from IBC. Covers the Purchase Orders tab of Vendor Inquiry screen. Calls one tool per turn and displays results in a structured format.