How to Use Artificial Intelligence in Acumatica

In today's fast-paced business environment, enterprises continually seek innovative ways to enhance efficiency and glean deeper insights from their data. The integration of Artificial Intelligence (AI) technologies like ChatGPT with enterprise resource planning (ERP) systems such as Acumatica represents a significant leap forward. In case if you own Acumatica instance, and want personalized demo, rich out to AcuPower, who created recently integration between Generic Inquiries and ChatGPT. One of the standout features of this integration is the Generic Inquiry Analysis, which leverages AI to transform data interpretation and decision-making processes within businesses. Let’s delve into what Generic Inquiry Analysis entails and how it benefits end users by providing practical examples.

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Using Generic Inquiry Analysis in Acumatica?

Generic Inquiry Analysis refers to the use of AI tools to analyze and interpret data generated by generic inquiries within an ERP system. Generic inquiries are powerful tools in Acumatica that allow users to create custom queries to view data from the database without the need for programming. These inquiries can combine data from multiple sources, apply filters, and display information in a user-friendly format. Integrating ChatGPT with this feature enables the system to provide automated insights and summaries, making complex data easily understandable and actionable.

Using Chat GPT with Acumatica ERP?

By integrating ChatGPT, Acumatica users can push the boundaries of traditional data queries. ChatGPT can analyze the results of generic inquiries and offer summaries, highlight trends, and even suggest action steps. This capability is particularly useful in managing large datasets where manual analysis would be time-consuming and prone to errors.

Examples of Generic Inquiries and Conclusions

To illustrate, consider the following scenarios where ChatGPT integration with Acumatica’s Generic Inquiry Analysis proves invaluable:

  1. Sales Performance Review
    • Inquiry: A generic inquiry that pulls data on sales by each salesperson, including total sales, number of transactions, and customer feedback.
    • ChatGPT Analysis: ChatGPT could analyze this data to identify top-performing salespeople, suggest areas for improvement, and even predict future sales trends based on past performance.
  2. Inventory Management
    • Inquiry: An inquiry that reports on inventory levels, reorder points, and supplier lead times across multiple warehouses.
    • ChatGPT Analysis: From this inquiry, ChatGPT can generate insights on optimizing inventory levels, avoiding overstock situations, and improving reorder processes based on consumption patterns.
  3. Customer Support Analysis
    • Inquiry: This could involve data relating to customer support tickets, including resolution time, customer satisfaction ratings, and types of issues reported.
    • ChatGPT Analysis: The AI can review the data to pinpoint common customer issues, assess support staff performance, and recommend training or process adjustments to enhance customer service quality.

Example of Sales Profitability Analysis With AI in Acumatica

One of the reports, which is actively used in Acumatica is Sales profitability analysis. Acumatica has plenty of addendums, which make that report informative, and kind of immediate usage. Just look on the screenshot below to see color coding:

Sales Profitability Analysis
Sales Profitability Analysis GI

It has red color, which shows rows, which require immediate attention, it has some rows/columns in yellow, which may notify additional attention, and it also has green rows, which may mean, no urgent efforts are needed. But with button Get ChatGPT Analysis, you may within minute or two get ChatGPT insights, which will require quite deep analysis. Screenshot below shows what you can get from ChatGPT within 3 minutes:

ChatGPT analysis
ChatGPT Analyzed report

ChatGPT 4 analyzed the report via API call, that passed there not only GI data, but also passed prompt, based on which ChatGPT gave quite actionalbe advice for Supply Chain manager.

ChatGPT detected:

  1. Hight Margin Products
  2. Repeat Customers
  3. Detected popular products
  4. Sales patterns
  5. Product categories

And some other points. And all of that just within minutes of time.

Benefits of Using ChatGPT in Acumatica

  • Efficiency: Automates the process of data analysis, saving valuable time and resources.
  • Accuracy: Reduces human error by providing data-driven insights based on the large volumes of data.
  • Actionable Insights: Offers not just data, but insights that are directly applicable to improving business processes and decision-making.

Conclusion

The integration of ChatGPT with Acumatica through Generic Inquiry Analysis represents a significant advancement in how businesses can leverage ERP systems to gain a competitive edge. This technology enables companies to transform raw data into strategic insights, ensuring that decision-makers are well-equipped to drive business success. As AI technologies continue to evolve, their integration into ERP systems like Acumatica will undoubtedly become more sophisticated, providing even deeper insights and greater efficiencies in business operations.

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