Cognitive AI

Cognitive AI (CAI) for Microsoft Dynamics 365 Business Central

Sales:

Smart Quote/Order Creation: Paste text from customer emails, PDFs, or even scanned documents. CAI intelligently extracts key details (customer info, item descriptions, quantities) and auto-generates draft sales quotes, sales orders, ready for review and approval. This significantly reduces manual data entry and errors, accelerating your sales cycle.

Purchases:

Automated Purchase Order Generation: Paste text from employee requisitions or external requests via email. CAI identifies required items, quantities, and preferred vendors, then generates a draft purchase order, ensuring compliance and efficiency in your procurement process.

Invoice-to-PO Reconciliation & Receipt: Paste text from an invoice, and CAI will automatically match it against existing purchase orders, verify quantities received, and create a goods receipt entry (or flag discrepancies for review). This automates the three-way matching process, improving accuracy and accelerating payment cycles

Intelligent Inventory Data Entry: Select or scan an item barcode. CAI will leverage image recognition and pre-existing data to auto-fill details in item journals, item re-class journals, and other relevant inventory transactions. This includes suggesting appropriate bin locations, lot/serial numbers (if applicable), and even recommending reorder points based on historical usage and demand forecasts.

Predictive Inventory Optimization: Beyond basic data entry, CAI will analyze historical sales, seasonality, promotions, and external factors (e.g., weather, economic trends) to forecast demand with high accuracy. It will then proactively suggest optimal reorder quantities, safety stock levels, and transfer orders between locations to minimize carrying costs and prevent stockouts.