Customer Classification

The Customer Classification solution is an extension of the Customer Ordering and Profitability Insights. It integrates the grades that was processed by Infor's Artificial Intelligence (Infor AI) into the customer master data in M3.

The solution supports these integration methods that are designed to operate within the 'Customer. Open' (CRS610) program in M3:

  • Batch processing through H5 script in M3

    This method retrieves AI-generated customer classifications coming from the Birst report and applies mass updates to selected customer records in M3.

  • Drillback through Birst dashboard

    You can access the Customer Grade dashboard in Birst and select a customer number from the Customers with Grade in a Month report to update records directly in M3.

You can gain these benefits by using this solution:

  • Batch updates and drillback options streamline the update process, significantly reducing manual effort and saving time for users.
  • Customer classifications generated by Infor AI are embedded into M3, making insights immediately usable in daily operations.