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AI Companion - Smart Search

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Mina
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Seamlessly search for various objects using natural language commands with filters. Results now provide predefined charts based on result data.

Object Search Examples

Command Format

  • Initiate your command with phrases like "search projects," "look for RFQ," "find RFE," etc., followed by specific filters.

Data visualization:

The smart search result page provides data visualization

Now supports data filtering by clicking on the pie chart legends

Datasets: 

Project Dataset , Order Dataset, RFE Dataset, RFQ Dataset, Invoice Dataset, Quote Dataset, Estimate Dataset, Spec Dataset

Project Dataset

User Cases:

  1. list my projects created in last 2 months

Filter Columns:

  • Project: ID
  • Project: Name
  • Project: Number
  • Project: Status
  • Project: Create Date
  • Project: Completion Date
  • Project: Project: Client Account

Display Column

  • Project: ID
  • Project: Name
  • Project: Completion Date
  • Project: Create Date
  • Project: Client Account
  • Project: Status
  • Workgroup Name

Notes:

  1. When the user enters a date with only the month and day, the AI assumes the current year. For example, if it is in 2024 and the user requests: “list projects with Completion Date is 9/10”, the AI interprets it as “list projects with Completion Date is 9/10/2024”
  2. By default, the data will be sorted in descending order by “Project: Create Date“, and only a maximum of 20 records will be displayed.

Order Dataset

Use Cases:

  • query order of ship last 2 weeks
  • I want to find all my pending orders created from last 3 months
  • List all orders waiting for my acceptance that should be complete in 10 days  
  • list all accepted orders that created in last 4 months, and the complete date is after 6/1/2024
  • list my orders whose value is larger than 500, the order status is "Accepted"
  • Show all sell order created from 100 days ago

Filter Columns:

  • Order: ID
  • Buyer Workgroup Name
  • Supplier Workgroup Name
  • Is Closing Change Order?
  • Transaction Type
  • Order: Status
  • Completed Date
  • Accepted Date
  • Order Closed Date
  • Approved Date
  • Tax Cost (accepted)
  • Shipping Cost (accepted)
  • Items Total (accepted)
  • Grand Total (accepted)

Display Columns:

  • Order: ID
  • Order: Title
  • Order: Grand Total (accepted)
  • Order: Grand Total Any State
  • Order: Supplier Workgroup Name
  • Order: Created Date
  • Order: Completed Date
  • Order: Estimate
  • Project: Name
  • Order: Status
  • Order: Transaction Type
  • Workgroup Name

Notes:

  1. By default, only the original order information is displayed, and change orders are not included. If you need to include change orders, please explicitly specify this in your request email., E.g. “show my orders that created in last 2 months, including change orders”.
  2. When the user enters a date with only the month and day, the AI assumes the current year. For example, if it is in 2024 and the user requests: “list orders with a completion date of 8/10”, the AI interprets it as “list orders with a completion date of 8/10/2024”

  3. order amount/tax amount/shipping amount:

    A. When the user enters terms like 'order amount,' 'order cost,' or 'order money,' they correspond to the table column 'order_items_value.' Similarly, phrases such as 'total order amount,' 'grand order amount,' 'total order cost,' or 'total order money' correspond to the table field 'grand_total.'"

    B. To calculate the cost of shipping, tax, amount, and the total cost of an order, taking into account that the order status should not be in ('Cancelled', 'Retracted') and the accept_date should not be null;

    C. To calculate the "total amount order" or "grand amount order," where the value is grand_total if grand_total is not null, otherwise it should use grand_total_any_state

  4. pending order -> “Pending Supplier Acceptance”, “Pending Buyer Acceptance”.
    supplier/supplier name -> “supplier_workgroup_name”
    buyer/buyer name -> “buyer_workgroup_name”
    total amount of change order-> SUM(tax+shipping+order_items_total) AS grand_total 
    transaction_type：”Buy” / “Sell”
  5. order title: if order title is null ,the value is order reference.
  6. Show the corresponding Estimate information of the order, if no estimate for the order (Like quick orders), then estimate column value should be empty.
  7. When user wants to confirm if there is change order or ONLY view the order information of change order, display column will include “Order: Parent Order ID“.
  8. By default, the data will be sorted in descending order by “Order: Created Date“, and only a maximum of 20 records will be displayed.

RFE Dataset

Use Cases:

  • Total closed rfes in the last month
  • query reject rfe in last 4 week
  • find rfes whose status is open
  • find my rfes created in last 3 weeks

Filter Columns:

  • RFE: ID
  • Due Date
  • RFE: Status
  • Submitted Date
  • Proposed Completion Date

Display Column:

  • RFE: ID
  • RFE:Title
  • RFE: Submitted Date
  • Project: Name
  • RFE: Status
  • Workgroup Name

Notes:

  1. When the user enters a date with only the month and day, the AI assumes the current year. For example, if it is in 2024 and the user requests: “list rfes with closed date is 9/10”, the AI interprets it as “list rfes with closed date of 9/10/2024”
  2. By default, the data will be sorted in descending order by “RFE: Submitted Date“, and only a maximum of 20 records will be displayed.

RFQ Dataset

User Cases:

  • Total rfqs in the last 2 month
  • query draft rfq
  • close rfq details
  • calculate closed rfq total in last month

Filter Columns:

  • RFQ: ID
  • RFQ: Status
  • RFQ: Submitted Date
  • RFQ: Quote Due Date

Display Column:

  • RFQ: ID
  • RFQ: Title
  • RFQ: Quote Due Date
  • RFQ: Submitted Date
  • Project: Name
  • RFQ: Status
  • Workgroup Name

Notes:

  1. When the user enters a date with only the month and day, the AI assumes the current year. For example, if it is in 2024 and the user requests: “list rfqs with submitted Date is 9/10”, the AI interprets it as “list rfqs with submitted Date is 9/10/2024”
  2. By default, the data will be sorted in descending order by “RFQ: Submitted Date“, and only a maximum of 20 records will be displayed.

Invoice Dataset

Use Cases:

  • list my invoice last month
  • query pending invoice last week
  • search paid invoice
  • list all accepted invoice that created in last 4 months, and the due date is after 6/1/2024
  • list my invoices whose money is larger than 500, the invoice status is "Retract"
  • Show me my top 5 buyer name based on the amount of accepted invoice last year
  • Show me my top 3 suppliers name based on total amount invoice last 5 month
  • List all invoices in August 2024 with buyer Workgroup: Appletalk

Filter Columns:

  • Invoice: ID
  • Invoice: Invoice Date
  • Invoice: Due Date
  • Invoice: Status
  • Invoice: Submit Date
  • Invoice: Accepted Date
  • Invoice: Total Cost
  • Invoice: Buyer Workgroup Name
  • Invoice: Supplier Workgroup Name

Display Column:

  • Invoice:ID
  • Invoice:Invoice Date
  • Invoice:Due Date
  • Invoice: Status
  • Invoice:Items Total
  • Invoice:Order Name
  • Invoice:Order Total
  • Invoice:Buyer Workgroup Name
  • Project Name

Notes:

  1. When the user enters a date with only the month and day, the AI assumes the current year. For example, if it is in 2024 and the user requests: “list invoice with Due Date is 9/10”, the AI interprets it as “list invoice with Due Date is 9/10/2024”
  2. pending invoice-> "Pending Buyer Acceptance"
    supplier/supplier name -> "supplier_workgroup_name"
    buyer/buyer name -> "buyer_workgroup_name"
    Invoice:Invoice Total -> invoice: tax + shipping + invoice_items_total
    Invoice:Order Total -> order: tax + shipping + order_items_total
    transaction_type："Buy" / "Sell"
  3. By default, the data will be sorted in descending order by “Invoice: Invoice Date“, and only a maximum of 20 records will be displayed.

Quote Dataset

Use Cases:

  • list my quote last week
  • query pending quote last month
  • search all quotes in August 2024 with Workgroup: Appletalk

Filter Columns:

  • Quote:Id
  • Quote:Title
  • Quote:Submitted Date
  • Quote:Completed Date
  • Quote: Accepted Date
  • Quote: Status
  • Quote:Client Workgroup Name

Display Columns:

  • Quote:Id
  • Quote:Title
  • Quote:Submitted Date
  • Quote: Status
  • Quote:Client Workgroup Name
  • Project Name

Notes:

  1. When the user enters a date with only the month and day, the AI assumes the current year. For example, if it is in 2024 and the user requests: “list quote with Completed Date is 9/10”, the AI interprets it as “list quote with Completed Date is 9/10/2024”
  2. if the user requests: “list pendding quote”, the AI interprets it as “list quote that status is 'Pendding Client Acceptence' “. if the user want to query pendding approval quote,please input “list pendding approval quote“.
  3. By default, the data will be sorted in descending order by “Quote:Submitted Date“, and only a maximum of 20 records will be displayed.

Estimate Dataset

User Cases:

  • list my estimate last month
  • query accepted estimate last week
  • search all estimate in August 2024

Filter Columns:

  • Estimate:Estimate ID
  • Estimate:Estimate Owner Reference
  • Estimate:Supplier Code
  • Estimate:Submitted Date
  • Estimate: Status
  • Estimate:Expiration Date
  • Estimate:RFE ID
  • Project Name

Display Columns:

  • Estimate:Estimate ID
  • Estimate:Estimate Owner Reference
  • Estimate:Estimate Title
  • Estimate:Supplier Code
  • Estimate:Submitted Date
  • Estimate: Status
  • Estimate:Expiration Date
  • Estimate:RFE ID
  • Project Name

Notes:

  1. When the user enters a date with only the month and day, the AI assumes the current year. For example, if it is in 2024 and the user requests: “list estimate with Submitted Date is 9/10”, the AI interprets it as “list estimate with Submitted Date is 9/10/2024”
  2. By default, the data will be sorted in descending order by “Estimate:Submitted Date“, and only a maximum of 20 records will be displayed.

Spec Dataset

Use Cases:

  • list in quoting spec
  • list in estimate spec last month
  • query spec in August 2024
  • query spec type is Credit Note
  • list all spec that project name is Title 5 Parts 1200-End

Filter Columns:

  • Spec:Name
  • Spec:Reference
  • Spec:Status
  • Spec:User State
  • Spec:SKU
  • Spec:Quantity1
  • Spec:Product Type
  • Spec:Type
  • Spec:Create Date

Display Columns:

  • Project: Name
  • Project: Number
  • Completion Date
  • Spec: Name
  • Spec: Reference
  • Spec: Status
  • Spec: Create Date

Notes:

  1. When the user enters a date with only the month and day, the AI assumes the current year. For example, if it is in 2024 and the user requests: “list spec with Completion Date is 9/10”, the AI interprets it as “list spec with Completion Date is 9/10/2024”

  2. If an order has both buyer order and sell order, Column:Spec: Status displays two states: Closed

    In Quoting

  3. By default, the data will be sorted in descending order by “Spec: Create Date“, and only a maximum of 20 records will be displayed.

 

 

 

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