IFS.ai Customer Order Automation¶
Overview¶
Extracts data from scanned or uploaded customer purchase order documents and pre-fills the Scan Customer Order assistant in IFS Cloud. The feature reduces manual data entry when creating customer orders based on different types of documents.
The processing produces:
- Order header fields (customer, PO number, delivery date, shipping address)
- Line item candidates (part number, description, quantity, unit, line delivery date)
- Matched reference data (customer, delivery address, catalog number) where confidence thresholds are met
The processing results are displayed in the Scan Customer Order assistant (ScanCustomerOrder projection), on these steps:
Scan Order — document upload and extraction trigger.
Review Order — extracted and matched values for user review before order creation.
The following fields are populated:
| Field (UI label) | Description |
|---|---|
Scanned Customer Name (PredictedCustomerName) | Customer name as extracted from the document |
Scanned Association No (AssociationNo) | Tax ID / association number from the document |
Customer (CustomerNoRef) | Matched or user-selected customer |
Customer PO No (CustomerPoNum) | Purchase order number from the document |
Wanted Delivery Date (WantedDeliveryDate) | Header delivery date from the document |
Delivery Address (ShipAddrNoRef) | Matched delivery address or customer default |
Order Type (OrderIdRef) | From customer defaults when customer is set |
Currency (CurrencyCodeRef) | From customer defaults when customer is set |
Part Lines (CustomerOrderLinesList) | Catalog no, quantities, UoM, descriptions after part matching |
The scanned shipping address text is stored internally as ScannedShippingAddress for re-matching when the user changes customer on review. It is not shown as a separate editable field on the review screen.