Using Infor M3 Analytics agents
The scenarios included in this topic demonstrate the expected behavior of the agent in real-world situations. They provide clear, reproducible examples that you can use to learn how to use the agents.
Note:
Large Language Models have token limits and typically works better when processing less than 30 records per prompt. If you have many different Birst spaces, you can direct the Agent to the specific space that you are interested in by adding use the space id:XYZ to your prompt. This will help you get your response faster. Additionally, you can add show BQL query at the end of your prompt. It will help you understand where the data comes from.
Financial Controller
| Question | Expected response | Agent |
|---|---|---|
| What is the trend of average payment days over time? |
Timeline Overview of how the average payment days changed |
M3_CSI_FinanceController_Summary_Agent |
| Which credit manager has the largest overdue amount? | Show the name of the Credit manager and the overdue amount assigned to that person | M3_CSI_FinanceController_Summary_Agent |
|
Are there seasonal spikes in overdue amounts or payment delays? |
Yes or No answer followed by explanation including table or/and bullet points | M3_CSI_FinanceController_Summary_Agent |
| Which customers have the highest DSO value? | Table showing 10 customers with the high DSO value, their DSO value and risk level | M3_CSI_FinanceController_Summary_Agent |
| Which customers are ranked highest by stopped amount? | Table showing up to 10 customers with highest stopped amount as well as concentration of stopped amount per customer | M3_CSI_FinanceController_Summary_Agent |
| Which high-DSO customers show improving/worsening trends? | Summary of the customers showing the trends | M3_CSI_FinanceController_Summary_Agent |
| Which customers are classified as high-risk payers? | Table showing top 10 customers classified as high risk payers | M3_CSI_FinanceController_Summary_Agent |
| What is the total overdue amount per credit manager? | Table showing Credit Managers, their overdue amounts, % of total overdue amount and the status (critical-Clean) | M3_CSI_FinanceController_Summary_Agent |
| Show 10 bottom customers by payment days. | Shows 10 customers with the lowest payment days | M3_CSI_FinanceController_Summary_Agent |
| Show 10 top customers by payment days | Shows 10 customers with the highest payment days | M3_CSI_FinanceController_Summary_Agent |
| Which customers have both high DSO and high stopped amounts? | Shows customers that have both high DSO and high stopped amount | M3_CSI_FinanceController_Summary_Agent |
| Which customers show extreme DSO outliers? | Shows the customers with the extreme DSO values | M3_CSI_FinanceController_Summary_Agent |
| Which customers show extreme overdue invoice payment days outliers? | Shows the customers with the extreme overdue invoice payment days values | M3_CSI_FinanceController_Summary_Agent |
Financial Accounting
| Question | Expected response | Agent |
|---|---|---|
| What are the average days between due date and payment date for a specific customer? | Shows the average days between due date and payment date for a specific customer | M3_CSI_AccountsPayable_Summary_Agent |
| What are the Invoice average days for a fiscal period? | Shows the Invoice average days for fiscal period | M3_CSI_AccountsPayable_Summary_Agent |
| What is the Invoice variance per period? | Shows the invoice variance for a specific period | M3_CSI_AccountsPayable_Summary_Agent |
| What is corrected invoice amount in a specific period? | Shows the corrected invoice amount for a specific period | M3_CSI_AccountsPayable_Summary_Agent |
| Show all invoices due for payment this week/month/quarter. | Shows all invoices that are due for payment in a chosen timeframe | M3_CSI_AccountsPayable_Summary_Agent |
| Which suppliers have the highest overdue amounts? | Shows the suppliers that have the highest overdue amounts | M3_CSI_AccountsPayable_Summary_Agent |
| What is the total value of open supplier invoices by days past invoice due date? | Shows the total value of open supplier invoices by days past the due date | M3_CSI_AccountsPayable_Summary_Agent |
| What are the Authorizers with top efficiency index | Shows the Authorizers with top efficiency index | M3_CSI_AccountsPayable_Summary_Agent |
| Which FAM entries had the largest volume increase this period vs last? | Shows which FAM entries had largest volume increase this period in comparison with the previous one | M3_CSI_AccountsPayable_Summary_Agent |
| Which FAM entries account for the most invoices? | Shows which FAM entries account for the most invoices. | M3_CSI_AccountsPayable_Summary_Agent |
| Which categories/users have the longest average days in ‘Invc’ vs ‘Invc & Recon’? | Shows which categories or users have the longest average days in ‘Invc’ vs ‘Invc& Recon’ | M3_CSI_AccountsPayable_Summary_Agent |
| Which user has the longest average days between invoice and due date? | Shows the user that has the longest average days between invoice and due date | M3_CSI_AccountsPayable_Summary_Agent |
| Which users take the most days to reconciliate invoices? | Shows which users take the most days to reconcile their invoices | M3_CSI_AccountsPayable_Summary_Agent |
| What is the average number of days over the target Inv and Recon? | Shows what is the average number of days over the target Inv and Recon | M3_CSI_AccountsPayable_Summary_Agent |
| What is the actual number of Avg Days- Inv and Recon in comparison with the target number of days for Inv and Recon? | Shows what is the actual number of Avg Days- Inv and Recon in comparison with the target number of days for Inv and Recon | M3_CSI_AccountsPayable_Summary_Agent |
| What is the total processing time per period and how is it split across stages? | Shows what is the total processing time per period and how is it spilt across stages | M3_CSI_AccountsPayable_Summary_Agent |
| How has each top performer’s Efficiency Index changed over the last 4 weeks? | Shows how has each of the top performer’s Efficiency Index changed over the specific time period | M3_CSI_AccountsPayable_Summary_Agent |
| Which users/categories are underperforming (lowest Efficiency Index)? | Shows which user categories have the lowest efficiency index | M3_CSI_AccountsPayable_Summary_Agent |
| Who are the top performers by Efficiency Index? | Shows the top performers by Efficiency Index | M3_CSI_AccountsPayable_Summary_Agent |
| How has the Efficiency Index changed compared to last week/month/quarter? | Shows how has the efficiency Index changed compared to the specific time period | M3_CSI_AccountsPayable_Summary_Agent |
| What is the average days to pay by supplier? | Shows what is the average number of days it takes the supplier to pay the invoice | M3_CSI_AccountsPayable_Summary_Agent |
| What is the trend in overdue payables over the last 12 months? | Shows what is the trend in overdue payables over the last 12 months | M3_CSI_AccountsPayable_Summary_Agent |
| What is customer's open Accounts Payable amount? | Shows what is customer’s open Accounts Payable amount | M3_CSI_AccountsPayable_Summary_Agent |
| What was customer's open Accounts Payable amount last year? | Shows what was customer’s open Accounts Payable amount last year | M3_CSI_AccountsPayable_Summary_Agent |
| What is the total of payment reversals for this period? | Shows the total of payment reversals for the specific period | M3_CSI_AccountsPayable_Summary_Agent |
Procurement
| Question | Expected response | Agent |
|---|---|---|
| Who are the buyers with top open orders? | Shows the buyers with the top open order | M3_CSI_PurchaseAnalysis_Summary_Agent |
| List Top suppliers with net invoiced value and No of Lines | Lists top suppliers with net invoiced value and No of Lines | M3_CSI_PurchaseAnalysis_Summary_Agent |
| List Top Suppliers by Open PO Count | Lists Top Supplier by Open PO count | M3_CSI_PurchaseAnalysis_Summary_Agent |
| What is the ordered quantity for all open POs for company? | Shows what is the ordered quantity for all open Pos for company | M3_CSI_PurchaseAnalysis_Summary_Agent |
| What is the total value of open purchase orders? | Shows what is the total value of open purchase orders | M3_CSI_PurchaseAnalysis_Summary_Agent |
| How many purchase order lines are currently open? | Shows how many purchase order lines are currently open | M3_CSI_PurchaseAnalysis_Summary_Agent |
| Show total spend by supplier and category for the last 12 months. | Shows total spend by supplier and category for the specific time period | M3_CSI_PurchaseAnalysis_Summary_Agent |
| Show last quarter’s on-time delivery % by supplier and buyer ; highlight the bottom 5. | Shows las quarter’s on time delivery % by supplier and buyer highlighting the bottom 5 | M3_CSI_PurchaseAnalysis_Summary_Agent |
| List the 10 lowest-performing suppliers by on-time and in-full scores (last 90 days). | Lists the 10 lowest-performing suppliers by on time and in full scores. | M3_CSI_PurchaseAnalysis_Summary_Agent |
| Show the top 5 suppliers by in-full delivery for each division. | Shows the top 5 suppliers by in-full delivery for each division | M3_CSI_PurchaseAnalysis_Summary_Agent |
| Which suppliers had the lowest on-time delivery rate last quarter? | Which suppliers had the lowest on-time delivery rate for the specific time period | M3_CSI_PurchaseAnalysis_Summary_Agent |
| List suppliers with the highest on-time delivery rates. | Shows suppliers with the highest on time delivery rates | M3_CSI_PurchaseAnalysis_Summary_Agent |
| Summarize supplier performance for the past year | Summarizes supplier performance for a specific time period | M3_CSI_PurchaseAnalysis_Summary_Agent |
| Which top suppliers by net invoiced value have significant late deliveries? | Shows which top suppliers by net invoiced value have significantly late deliveries | M3_CSI_PurchaseAnalysis_Summary_Agent |
| Which suppliers have the highest invoiced quantity and value, and how is their delivery performance? | Shows which suppliers have the highest invoiced quantity and value. On top of that it shows their delivery performance. | M3_CSI_PurchaseAnalysis_Summary_Agent |
Sales Management
| Question | Expected response | Agent |
|---|---|---|
| What is the total invoiced net amount by month for the past year? | Shows the table with invoiced net amount per year month. It includes trends and % change from previous period | M3_CSI_SalesStatistics_Summary_Agent |
| Show gross margin by payer for the last 12 months. | Shows the table with the top 10 payers that have highest gross margin. | M3_CSI_SalesStatistics_Summary_Agent |
| Show gross margin by customer for the last 12 months. | Shows the table with the top 10 customers that have highest gross margin. | M3_CSI_SalesStatistics_Summary_Agent |
| Which divisions had the highest sales increase this year? | Shows which division had the highest sales increase this year. | M3_CSI_SalesStatistics_Summary_Agent |
| Who are the top 5 customers by gross profit? | Shows top 5 customers with the highest gross profit. | M3_CSI_SalesStatistics_Summary_Agent |
| What is the gross profit margin for a specific period? | Shows the gross profit margin for this specific period. | M3_CSI_SalesStatistics_Summary_Agent |
| What is the gross margin by item for the last fiscal year? | Shows the tables with gross margin by item for the last fiscal year | M3_CSI_SalesStatistics_Summary_Agent |
| What is the gross margin by customer for the last fiscal year? | Shows the tables with gross margin by customer for the last fiscal year | M3_CSI_SalesStatistics_Summary_Agent |
| Which items have negative margins? | Shows the items with negative margins | M3_CSI_SalesStatistics_Summary_Agent |
| Which items contributed most to gross profit? | Shows the items that have the highest impact on the gross profit | M3_CSI_SalesStatistics_Summary_Agent |
| Which item type generated the highest gross profit? | Shows the table that breaks down which item type generated the most profit. | M3_CSI_SalesStatistics_Summary_Agent |
| Which product groups contributed most to gross margin? | Shows the table that breaks down which product groups generated the most profit. | M3_CSI_SalesStatistics_Summary_Agent |
| Which products had the highest sales volume last month? | Shows the table that breaks down which products had the highest sales volume. | M3_CSI_SalesStatistics_Summary_Agent |