Intelligent Sales Quotation to Customer Order Conversion

Converts a matching Sales Quotation into a Customer Order once validated.

Core Domain: Supply Chain Management

Supported Digital Worker: Customer Order Manager (COM)

Overview

Creates a Customer Order from an existing Sales Quotation in IFS Cloud. The skill retrieves the quotation, collects or confirms the required Order ID and wanted delivery date, presents the details for user approval, and creates the order after confirmation.

Business Challenge

Customers frequently place orders referencing quotations. Sales teams manually validate and convert quotations to customer orders.

How this skill fits into the workflow for:

Customer Order Manager (COM)

1

Receives customer PO

2

Identifies quotation reference

3

Retrieves matching quotation

4

Performs header validation

5

Matches PO lines to quotation lines

6

Creates customer order

7

Populates order creation fields automatically

Decision Logic / HITL

• Auto-process: exact quotation match

• Escalate: quantity mismatch, price mismatch, missing quotation lines, expired quotations, or customer mismatch

Business Value

• Faster order entry

• Reduced manual validation

• Improved quote-to-order conversion

• Fewer order-entry errors

• Better customer responsiveness

Key Capabilities

• Sales Quotation retrieval

• Header-level validation

• PO-to-quotation line matching

• HITL approval before creation

• Customer Order creation

• Created order summary

• Exception handling

Required IFS Cloud Components & Permission Sets

Component	API Name
ORDER	SalesQuotationHandling.svc
ORDER	CreateOrderFromQuotation.svc