Headless Customer Order Creation

The Headless Customer Order Creation solution is an enterprise automation tool that creates customer orders in M3. It extracts and validates customer purchase order (PO) details from inbound emails and creates customer orders in M3 using Infor Robotic Process Automation (RPA), Infor Document Processor (IDP) with GenAI, and M3 APIs. This solution helps you increase the number of customer orders that you process and reduce the time you spend on reading and typing POs.

This list shows the tasks that are automated:

  • Extracting customer purchase order details from a preconfigured email folder or local folder
  • Extracting key details from purchase orders by using Infor Document Processor (IDP) powered by GenAI, such as customer information, addresses, item details, quantities, and pricing
  • Identifying the M3 primary data that is required to create customer orders by using the extracted details, the AI endpoint, M3 APIs, and self-learning data
  • Creating customer orders by using the ProcessSalesOrder BOD and ION
  • Routing failed invoices to Review Center for manual correction and reprocessing
  • Capturing self-learning data from successfully processed orders and use it for future identification, applicable only to attributes with the Use for Self-Learning field set to Yes.
Note: When enableSelfLearningForAttribute is configured with relevant attribute names, such as customer, facility, and item, the system runs the standard identification process first. If no match is found, the system uses self-learning data for identification. If enableSelfLearningForAttribute is set to NA or left blank, the system uses only the standard identification process.

In RPA, this solution is labeled M3_HeadlessCOCreation_RPA.