Searchable task instructions
All five AI Help Assistant workflow examples
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AI HELP EXAMPLEComplete an Inventory Cycle Count
Employee question: How do I perform an inventory cycle count?
- Open Inventory and select Cycle Counts.
- Choose the item or scheduled count batch to verify.
- Enter the physical quantities observed under your counting procedure.
- Review differences between counted and recorded quantities.
- Submit discrepancies for authorized review, then confirm the audit record.
AI HELP EXAMPLECreate a Purchase Order
Employee question: How do I create a purchase order?
- Open Purchasing and choose New Purchase Order.
- Select an approved supplier and confirm the purchasing location.
- Add item numbers, quantities, expected prices, and requested dates.
- Review totals, terms, and supporting documents.
- Submit for the appropriate approval before releasing the order.
AI HELP EXAMPLEBuild a Bill of Materials
Employee question: How do I create a bill of materials?
- Open the manufacturing item or BOM maintenance area.
- Choose the finished item and confirm the revision being edited.
- Add component items, quantities per unit, and subassemblies.
- Review units of measure and validate required materials.
- Save or submit the BOM according to revision and approval controls.
AI HELP EXAMPLETransfer Stock Between Facilities
Employee question: How do I record an inventory transfer?
- Open the inventory transfer workflow.
- Select the authorized source and destination locations.
- Choose the item and quantity to transfer.
- Verify that the quantity is eligible and confirm any approval requirements.
- Complete the transfer record and review its status and transaction history.
AI HELP EXAMPLEProcess a Drop Shipment
Employee question: How do I process a supplier-direct customer order?
- Open the relevant customer sales order.
- Confirm the order items and eligible supplier-direct fulfillment method.
- Prepare the linked vendor purchase order as configured.
- Track supplier shipment confirmation and related references.
- Verify required fulfillment information before invoicing.