Customer Order Manager

December 1, 2025

Product Overview

• Digital Worker Name: Customer Order Manager

• Release Version: Q4 2025

• Release Date: 1 Dec 2025

What's New

This release introduces the Customer Order Manager Digital Worker, a new autonomous digital worker that processes customer purchase orders end-to-end—from ingestion through creation of a draft customer order in IFS Cloud—while preserving governance and human control for ambiguous or low-confidence scenarios.

What’s new at a glance:

• Automatic ingestion of customer POs from email with PDF attachments.

• Intelligent extraction of customer + line-item fields (part, qty, price, dates, ship-to/bill-to).

• Customer and product mapping against ERP master data (including customer part number → sales part number cross references).

• Quantity conversions and unit normalization to reconcile customer ordering formats with internal sales units.

• HITL escalation for invalid parts, ambiguity, low-quality documents, and policy-driven exceptions.

Changes in Product Offering

New or Enhanced Functionality

This is the initial release of Customer Order Manager Digital Worker which focuses on delivering automated customer order ingestion, validation, and PO creation in ERP while handling HITL escalation for exceptions.

Deprecated Functions

Not applicable.

Removed Functions

Not applicable.

Release Scope & Constraints

Supported Scenarios

• Standard customer order creation from email or PDF

• Orders with valid part numbers and quantities

• Orders with ambiguous or invalid parts (HITL required).

Unsupported Scenarios

• Autonomous negotiation or pricing decisions

• Non-PDF attachments or multi-ERP scenarios

• Orders without required customer or product references

Processing Constraints

• One active order per PO number; duplicates prevented.

Prerequisites

Supported Deployment Models

Supported with Cloud & On-Prem deployment strategies of IFS Cloud.

Business prerequisites:

• Appropriate IFS Loops entitlement to provision/use the Supplier Invoicing Manager Digital Worker

• Appropriate IFS Cloud entitlement to provision/use specific technical components required.

• Standardized customer order formats preferred.

• Defined approval workflows for exceptions.

Technical prerequisites:

• IFS Cloud order management enabled.

• Email and Teams integration configured.

• Required permissions for order creation and document attachment.