Customer Orders

You can retrieve item information from PDF documents and images and add the item information into an open customer order in M3.
Note: The documents and images are automatically uploaded to IDM with the CS_Orders document type.

See Document attribute mapping for IDM.

Prerequisites

Before using the Customer Orders feature, you must enable the M3_H5_ItemsFromPDFHelper script on Customer Order. Open Line (OIS101).

Limitations

The Customer Orders feature is only available for the Customer Order. Open Line (OIS101) M3 program. Additionally, responses generated by AI may not always be accurate or reliable. You must verify the information generated by AI and use it responsibly.

This table shows the technologies and average number of tokens that are used by this widget for each call:
Technology used Average tokens per usage

M3 Business Engine

Widget SDK

OS Portal, ION API Gateway, and Security

GenAI

IDM

1400

Infor Business Context (IBC) message

The Customer Orders feature receives these Infor Business Context (IBC) messages from M3:
  • InforCustomerPartyMaster
  • InforSalesOrder