AI Post-Quote Order Handoff Workflow Agent for Industrial Equipment Manufacturers
Automating Post-Quote Order Handoff with AI
Eliminate Manual Re-Keying Between CPQ and ERP
The agent automatically reconciles quote lines against incoming POs, validates configurations against product rules, and maps sales options to ERP variant characteristics—catching pricing, quantity, and UoM mismatches before they become costly errors.
Transform Sales Configurations into Manufacturable Structures
AI-driven automation handles the complex translation from sales BOMs to engineering and manufacturing BOMs, generating routings, work instructions, and project structures while maintaining full traceability across the digital thread.
Accelerate Long-Lead Procurement and Promise Dates
Automated workflows explode BOMs and trigger purchase requisitions for critical components within hours of order capture, while ATP/CTP checks set accurate promise dates and generate customer acknowledgements.
How Cassidy automates using AI
Step 1: Trigger on quote acceptance or PO receipt
The Workflow activates when a customer PO arrives via email, portal upload, or EDI, automatically linking it to the winning CPQ quote and ingesting associated specs, drawings, and terms.
Step 2: Extract and reconcile commercial details
Cassidy parses PO documents to extract line items, quantities, pricing, and terms, then performs line-by-line reconciliation against the CPQ quote—flagging deltas in options, discounts, freight, taxes, or delivery addresses.
Step 3: Validate configuration and master data
The Workflow checks customer-selected options against product compatibility rules, validates customer master data and credit status, screens for export control compliance (ECCN/ITAR), and confirms variant mappings to ERP configurable materials.
Step 4: Generate BOM and routing structures
Cassidy transforms the sales configuration into manufacturing-ready structures—instantiating MBOMs from 150% templates, generating routings and work center assignments for CTO content, and creating engineering placeholders with ECR/ECO objects for ETO scope.
Step 5: Create ERP order and project objects
The Workflow pushes clean sales orders into ERP with correct configurable items, variant characteristics, and pricing conditions. For capital or ETO orders, it creates project/WBS structures to govern milestones, budgets, and cost collection.
Step 6: Trigger procurement and availability checks
Cassidy explodes the BOM to generate purchase requisitions for long-lead and critical components, runs ATP/CTP checks against capacity and lead times, and sets confirmed promise dates for customer acknowledgement.
Step 7: Route exceptions with Human-in-the-Loop
Any mismatches—unmapped options, invalid UoM, credit holds, or engineering scope requiring approval—are routed to the appropriate queue (sales ops, engineering, master data, finance) with AI-suggested resolutions and impact analysis.
Step 8: Generate documentation and audit trail
The Workflow auto-generates customer-facing documents (order acknowledgement, spec sheets, GA drawings) and internal packs (work instructions, compliance paperwork), while maintaining full traceability from CPQ selection through EBOM/MBOM to serial numbers.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
