Workflows

Executive Intelligence

Business leaders ask operational questions that rarely map to one screen or report. They need answers across orders, shipments, inventory, purchase orders, customers, receivables, margin sources, and fulfillment context.

The Executive Intelligence workflow is for leaders and operators who need answers from approved Acumatica data without turning the first workflow into a write-enabled automation project.

Business Problem

Business leaders ask operational questions that rarely map to one screen or report. They need answers across orders, shipments, inventory, purchase orders, customers, receivables, margin sources, and fulfillment context.

This workflow can start read-only and still produce practical decisions.

Example Starting Prompt

What needs attention today across open sales orders, shipments, purchase orders, inventory, and customer commitments? Prioritize exceptions and include the Acumatica records behind each item.

Complete Workflow

The workflow starts with a plain-language operating question. Good first questions are narrow enough to verify: what needs attention today, which customer commitments are at risk this week, which late purchase orders affect open sales orders, or which blocked shipments need escalation.

The workflow identifies the approved Acumatica data sources needed to answer the question. Those sources can be Generic Inquiries, Entity OData v4 reads, contract REST API reads, or a combination of approved views that already support the business process.

The assistant then reads only approved sources and builds an exception brief. A useful brief groups the answer into a few categories: customer commitments, fulfillment risks, purchasing risks, inventory shortages, receivables or account indicators where exposed, and margin or pricing context where approved. Each item should explain why it matters and what record or source view supports it.

Prioritization should be explicit. The workflow should say whether an item is urgent because of customer promise date, revenue impact, inventory constraint, customer importance, aging, missing document, late inbound supply, or another configured signal. The user should be able to challenge the ranking by asking for the underlying records.

Follow-up questions stay read-only by default. A user can ask why an order is at risk, which purchase order affects it, which other customers use the same constrained item, or how many open commitments share the same blocker. The workflow answers with cited Acumatica context.

Any action is intentionally separate. Task creation, order changes, pricing changes, shipment changes, purchasing changes, customer communication, and finance updates should not run from the executive brief unless the team has created a separate approved workflow for that action.

The final output should be a cited operating brief with prioritized exceptions, affected records, recommended next review steps, and a clear boundary that no Acumatica state changed.

Acumatica Records and Tools

  • Acumatica MCP Tools for controlled data access.
  • Generic Inquiry OData reads for approved executive or exception views.
  • Entity OData v4 reads for direct entity-style data where enabled.
  • Contract REST API reads for customer, order, shipment, purchase order, item, and related context.
  • AI client for synthesis, follow-up questions, and cited summaries.

The common Acumatica sources are Sales Order, Shipment, Purchase Order, Inventory, Inventory Item, Customer, receivables or open document views where exposed, pricing or margin sources where exposed, and Generic Inquiry rows behind approved executive views.

Human Approval Point

The first workflow can stay read-only. The user separately approves any follow-up workflow that would update a record, create a task, trigger an action, change pricing or terms, send communication, or alter fulfillment, purchasing, or finance state.

Guardrails to Show

Useful executive workflows do not require write access. The visible guardrail is cited read-only answers with writes and actions kept outside the executive query workflow.

Require citations, record numbers, query names, or source views in the answer. Keep any action request as a separate workflow so the executive brief does not quietly become a state-changing process.

Good First Setup

Start with one executive operating question the team already asks weekly. Strong first versions include a morning exception brief, blocked shipment summary, at-risk orders for the week, inventory shortages affecting customer commitments, late purchase orders affecting open sales orders, or customer risk review tied to open commitments.

Success means the workflow identifies approved data sources, returns a prioritized exception list, explains why each item matters, cites Acumatica records or source views, answers a follow-up impact question, and stops before any operational update.

Guided Deployment

Bring one executive or operator question for guided deployment. We will map it to approved Acumatica data sources and configure a read-only first workflow.

Request Free Guided Deployment