Customer Inquiry overview

Conduct a search to locate an existing record to maintain, or click New to create a new customer record.

If you specify a ship to record and define a credit limit in Customer Ship To Setup, information is displayed in the On Order, Credit Limit, and Available Credit fields. This information is based on the specific customer and ship to address.

You can use the Insights option to generate detailed insights for the customer using GenAI. This option is displayed when you navigate through a customer record. GenAI uses the information available on the current tab to generate the insights. The generation process runs in the background, allowing you to continue working on other tasks.

After the insights are generated, the Insights generated successfully, check in the reports widget message is displayed. The generated insight document appears as a link in the Reports context widget. The document is named based on the screen ID of the tab for which the insights are generated. For example, if you generate insights from the General tab, the document is named as aric-detail-general_insights. You can click the link to download the insight document as a PDF file.

Prerequisites to generate vendor insights:

• Procure Gen AI license.
• Install all the Gen AI services in the specific tenant.
• Ensure that the INFOROS.GENAI business rule is activated on the SA Business Rule Setup screen.
• Ensure that the get-ai-insights prompt is defined on the SA Table Code Value Setup - GenAI screen.
  Note: You can modify the prompt based on the requirement.