Generating Sales Order Insights

Use Narrative Insights on Sales Order records to get a quick, AI-generated summary of order status, financial totals, fulfillment progress, related records, and potential risks.

Note:

The content in Narrative Insights is AI-generated and may contain inaccuracies or omissions. You should verify the summary by reviewing the underlying records.

Key Benefits

• Speeds order triage by surfacing key order, fulfillment, and billing details in one view.

• Highlights timing and risks, such as shipment dates that miss planned dates.

• Summarizes related events (for example, fulfillment and cash sale records) so you can assess progress faster.

To generate an insight on a sales order record, the Enable Narrative Insights preference must be enabled in the Narrative Insights subtab of the Agent Preferences page. This preference is enabled by default.

To generate narrative insights:

1. Open the record that you want to review.

2. Click Generate Insight. The insight opens in a separate window.

To generate the insight again, return to the record and click Generate Insight.

When you use Ask Oracle outside the sales order record, identify the sales order by its number. For example: 'Create a narrative insight for sales order SORD12345.' Replace SORD12345 with the number of the sales order that you want to review.

What to Expect in the Output

Output can vary based on available data. It may include:

• A record heading (for example, Sales Order number and customer).

• A summary paragraph with current order and fulfillment state.

• Key takeaways, such as:

  • Total, tax, and shipping cost.

  • Status (for example, Billed).

  • Shipping method.

  • Purchased items.

  • Payment method.

  • Line progression metrics (reserved, picked, packed, shipped, billed, backordered).

• Recent activity or events, such as related Cash Sale and Item Fulfillment records.

• Exceptions and risks, such as fulfillment activity occurring after planned ship dates.

Related Topics

• Sales Orders
• Sales Order Entry Workflow Chart
• Creating Sales Orders
• The Standard Sales Order Form
• Approving Sales Orders
• Invoicing Sales Orders
• Viewing the Status of Sales Orders
• Printing a Sales Order
• Creating Invoices or Cash Sales from Sales Orders
• Creating Progress Sales Orders
• Closing Line Items on Sales Orders
• Reopening a Closed Sales Order
• Narrative Insights Overview
• Managing Narrative Insights Preferences

General Notices