How-To

What AI Agents Do Inside Your ERP: An Illustrative Walkthrough

An illustrative walkthrough of three everyday tasks an AI agent can take on inside an ERP, with people approving every action.

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Watch on the live page: What AI Agents Do Inside Your ERP: An Illustrative Walkthrough (1:03)

How-To · Episode H10

Presented by an AI presenter. Written and reviewed by Cendien.

3 steps in this how-to

  1. Invoice exceptions — The agent compares the invoice with the purchase order and receipt, spots a price mismatch on one line and drafts a resolution for a person to approve.
  2. Early warnings — The agent notices a late supplier shipment, checks which customer orders depend on it and suggests moving stock from another warehouse.
  3. Answers on demand — Ask a question in plain language and the agent pulls the answer from your ERP data, limited to what you are allowed to see.
Read the transcript

What does an AI agent actually do inside your ERP? Here's an illustrative look at three everyday tasks. First, invoice exceptions. The agent compares the invoice with the purchase order and the receipt, spots a price mismatch on one line, and drafts a resolution. A person reviews it, and approves with one click. Second, early warnings. The agent notices that a supplier shipment is running late, checks which customer orders depend on it, and suggests moving stock from another warehouse. Third, answers on demand. Ask a question in plain language, like which vendors had the most late deliveries this quarter, and the agent pulls the answer straight from your ERP data. Every action stays visible, and your team decides what runs automatically. Want to see what agents could do in your Infor CloudSuite environment? Talk to Cendien at cendien.com.

AI agents are software assistants that work inside your ERP: they read the data you already have, take a defined step, and hand the decision to a person. This walkthrough shows three everyday tasks.

*This video is an illustrative mockup. The screens are a generic ERP workspace, not actual product screens, and all names and numbers are sample data.*

Watch the one-minute video, then read the summary below.

1. Invoice exceptions

The agent compares the invoice with the purchase order and receipt, spots a price mismatch on one line and drafts a resolution for a person to approve.

2. Early warnings

The agent notices a late supplier shipment, checks which customer orders depend on it and suggests moving stock from another warehouse.

3. Answers on demand

Ask a question in plain language and the agent pulls the answer from your ERP data, limited to what you are allowed to see.

What stays with people

Every agent action is logged. Your team decides which actions only suggest and which run automatically, and anything that posts, sends or changes a record can require approval.

Frequently asked questions

Do AI agents act on their own?

Only where you allow it. Each action can be set to suggest-only or to run automatically within rules, and every action is logged.

Is this Infor CloudSuite?

The video uses a generic, illustrative screen. Infor offers AI and agent capabilities in CloudSuite; we can show what applies to your environment.

Talk to us

Cendien is an Infor partner and supports ERP, AI and automation work. Talk to our team or explore our AI services and ERP services.

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